tag:blogger.com,1999:blog-770531010964050974.post5959378160414998950..comments2023-09-15T18:39:15.010+08:00Comments on sgxstockpicker.blogspot.com: Week 47: Portfolio Trends DownwardsUnknownnoreply@blogger.comBlogger8125tag:blogger.com,1999:blog-770531010964050974.post-75635999825032959522010-11-29T08:17:48.293+08:002010-11-29T08:17:48.293+08:00Commenter,
thanks for your input... the way i see...Commenter,<br /><br />thanks for your input... the way i see it, you sure do your homework before getting the stocks...Singapore Stock Pickerhttps://www.blogger.com/profile/04926088915588570509noreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-72467442947851005052010-11-28T20:58:36.930+08:002010-11-28T20:58:36.930+08:00sgx stockpicker,
Maersk profit is expects to be U...sgx stockpicker, <br />Maersk profit is expects to be USD$5bn - ahead of the $4.69bn for 2004, the previous record high.<br /><br />Why the profit this year is much higher even though the global economic just recovered? I suggest you try to find out yourself. <br /><br />As for what you mentioned about forming a group on the agreed price "will never" materialize as there is antitrust Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-17649795513491880652010-11-28T20:03:09.120+08:002010-11-28T20:03:09.120+08:00Commenter,
I am not sure what you mean when you s...Commenter,<br /><br />I am not sure what you mean when you say that Maersk is poised for great profits for the coming year. Do you mean to say that the profit is bigger year-on-year, or do you mean absolute terms. At least from what I have read, the shipping companies are trying to form a grouping to ensure there is a floor price for the container rates. Is this what you were saying to be the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-83127535143575455182010-11-28T15:36:47.470+08:002010-11-28T15:36:47.470+08:00sgxstockpicker,
you might need to look deeper int...sgxstockpicker, <br />you might need to look deeper into these counters. Pardon me from being frank, what you said is only touching the surface. Look deeper, you might find gem in counters you are interested in and not just the 2 counters you just shared. <br /><br />Taking for example, have you noticed what the shipping industry have been going through before and now? And what action have they Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-32207354421932331562010-11-28T10:52:38.469+08:002010-11-28T10:52:38.469+08:00Commenter,
Here are my thoughts:
OSIM: A growth s...Commenter,<br /><br />Here are my thoughts:<br />OSIM: A growth stock with very high margins on its products. In Singapore, it has very strong brand equity, the latest product campaign showing andy lau is a very good example. It is also going into China and has spent alot of time doing its homework there. China will be a growth driver for the stock and company. However, that said, China is a Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-503629536916057382010-11-27T21:04:34.335+08:002010-11-27T21:04:34.335+08:00Hi sgxstockpicker,
thanks for sharing your view. ...Hi sgxstockpicker, <br />thanks for sharing your view. The purpose of me asking you is to find out your thoughts for these 2 counters. Apart from administrative, why don't you take a closer look at their P/L, P/E, P/B ratios and industry growth? :)<br /><br />Are they in a better position and having greater potential than your current holdings? <br />Are you a advocate of value investment?<brAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-8854405259947125662010-11-27T20:08:56.427+08:002010-11-27T20:08:56.427+08:00Hi Commenter,
it is purely administrative. I reck...Hi Commenter,<br /><br />it is purely administrative. I reckoned that when the stock market plunged sharply, stocks like OSIM, IndoAgri and NOL (as well as others) will take the greatest hit in terms of share price. But.... if i were to do that, then I would have to sell some of my existing holdings to top up my cash... further, i would increase the number of companies under my watch to 12.. a Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-770531010964050974.post-51088889762122321572010-11-27T18:24:31.444+08:002010-11-27T18:24:31.444+08:00Hi,
just saw your posting again.
Can you share wit...Hi,<br />just saw your posting again.<br />Can you share with me the reason you are looking at OSIM and NOL, but later decided not to invest on them?<br /><br />Cheers<br />CommenterAnonymousnoreply@blogger.com