tag:blogger.com,1999:blog-37872616.post4375948388919467832..comments2024-03-29T12:20:03.199+08:00Comments on BULLy the BEAR: Good to juggle my portfolio?la papillionhttp://www.blogger.com/profile/01372278083694506953noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-37872616.post-47820133220202302792007-11-27T11:00:00.000+08:002007-11-27T11:00:00.000+08:00Hi fishman,I guess you'll know when it's the peak ...Hi fishman,<BR/><BR/>I guess you'll know when it's the peak of pessimism when magazines and newspaper reduced their money section and you see headlines of people burnt in stocks and swear never to enter again. You'll see less and less advertisments about making insane profits and you might see headlines like "death of equities" :)<BR/><BR/>Should be pretty obvious :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-13759782883259950262007-11-27T10:39:00.000+08:002007-11-27T10:39:00.000+08:00Hey guys!Very interesting discussion, can't help j...Hey guys!<BR/><BR/>Very interesting discussion, can't help joining in! <BR/><BR/>I've not seen a bear too, just read about it in books. Think it's time like this that the hard work for value invetors pay off, provided you still got ammo! <BR/><BR/>Hey lp, how you know when its the 'moment of ultimate pessimism'? you sound like can see it like that leh! kekesm@ll.fryhttps://www.blogger.com/profile/03751757859835343020noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-74250992288268986322007-11-27T01:33:00.000+08:002007-11-27T01:33:00.000+08:00Hi musicwhiz,I put my portfolio up in the blog, on...Hi musicwhiz,<BR/><BR/>I put my portfolio up in the blog, on the left column under current portfolio. Hmm, I thought you would have been through a bear cycle before, haha :) I've been asking people around what it is like too, but somethings cannot be described and had to be felt personally.<BR/><BR/>Since the bear market will be coming soon, I might not want to add in now. I plan to raise my cash holdings for the 'moment of ultimate pessimism' and see if I have the guts to put in my money. In the meantime, I'm reading widely on accountings, valuation techniques and analysis on financial statements. I've got to prepare myself for that moment :)<BR/><BR/>Haha, let's bully the bear together!la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-44382378212254959552007-11-27T01:27:00.000+08:002007-11-27T01:27:00.000+08:00Derek, Email sent :)Derek, <BR/><BR/>Email sent :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-29573252421477433052007-11-27T00:39:00.000+08:002007-11-27T00:39:00.000+08:00Hi la papillion,Just curious, which companies are ...Hi la papillion,<BR/><BR/>Just curious, which companies are in your portfolio ? I know CSC, Yongnam and HSBC are, any others like Swiber etc ? Perhaps you can think of re-balancing your portfolio during this downturn to pick up good bargains in sound companies.<BR/><BR/>I have never been through a bear market myself, but have heard of it through a colleague. Basically, prices just continue bleeding for a period of 18 to 24 months. It takes a lot of patience and tenacity to put up with it, and most people will be so disillusioned that they quit the market altogether. Speculation will be close to zero, which is the time that value investors step in to buy up large chunks of companies at bargain prices !<BR/><BR/>So I say, let the bear market come, I am not afraid.<BR/><BR/>Regards, MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-37658429829828400882007-11-26T23:43:00.000+08:002007-11-26T23:43:00.000+08:00La Papillion,Thanks. I haven't had the time to upd...La Papillion,<BR/><BR/>Thanks. I haven't had the time to update my fashion blog. Will do something about it since the festive season is coming.<BR/><BR/>Can I have a short intro about yourself so that I can post it up in my site (http://thefinance.sg/authors). If you don't mind, I hope to have your email as well.<BR/><BR/>My email: decarn@gmail.com<BR/><BR/>Cheers<BR/>DerekDerekhttps://www.blogger.com/profile/07209385199877338530noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-37511132771394566802007-11-26T22:48:00.000+08:002007-11-26T22:48:00.000+08:00Hi Derek,Sure! It's a good idea to put it together...Hi Derek,<BR/><BR/>Sure! It's a good idea to put it together, well done derek!<BR/><BR/>Haha, I like your men's fashion blog :) My kind of dressing :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-16124894571344363982007-11-26T21:32:00.000+08:002007-11-26T21:32:00.000+08:00Hi la papillion,I have read through your blog and ...Hi la papillion,<BR/><BR/>I have read through your blog and you really interesting insight.<BR/><BR/>I have set up a new site (http://thefinance.sg) to house the articles of various local bloggers.<BR/><BR/>Can I have your permission to have your articles in my site? Of course, I will credit you with your work and link it back to your blog.<BR/><BR/>Cheers<BR/>DerekDerekhttps://www.blogger.com/profile/07209385199877338530noreply@blogger.com