tag:blogger.com,1999:blog-37872616.post5358353719762795731..comments2024-03-29T01:03:31.291+08:00Comments on BULLy the BEAR: The Greasy Panda crash of 2016la papillionhttp://www.blogger.com/profile/01372278083694506953noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-37872616.post-57300300662313916012016-01-15T20:07:24.701+08:002016-01-15T20:07:24.701+08:00Hi LP,
I noticed something different. While STi i...Hi LP,<br /><br />I noticed something different. While STi is almost going down in a straight line, the companies under my radar have the low behind them, of course Sembcorp is going down and down. <br /><br />Many are surprising resilient.<br /><br />So we buy when our counters go down 20% or the market goes down 20%?<br /><br />The best defense is the clarity into next 3 years earning. <br /><br />I think I pass the Mind Test is this mild bear market. <br /><br />I am enjoying my days better, the non-monetary part. Think will blog about it if it doesn't fade away ...<br />My chin ups went from 1-5 in 2 weeks, and weight goes down 2 kg! I pull my belt tighter by 1 hole.<br /> <br />I think finally I had hit my bottom <br />Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-21301968333837544922016-01-15T11:06:06.856+08:002016-01-15T11:06:06.856+08:00Hi temperament,
But perhaps this time the crisis ...Hi temperament,<br /><br />But perhaps this time the crisis is of a different nature. Don't think there will be a mass fall of reits like the last one because they are generally more cautious in their leverage this time round, precisely because of the lessons learnt from the last. Banks are also much more equipped to handle this kind of things with the introduction of the basel i,ii, ii structures. <br /><br />Maybe it's still too early days to say for sure, hahala papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-55882428747934542342016-01-15T05:19:35.081+08:002016-01-15T05:19:35.081+08:00Hi LP
I am "guessing" since we are stil...Hi LP<br /><br />I am "guessing" since we are still clueless about the development, it can't be the end of the bear. This is going only to be the start, the most, mid. Still sometime to sort out finance before buying. <br /><br />If uncertain, I like what you said, work harder and save more. I think most people better of building of a career than hoping stock market can replace human capital. Ok, that includes me. hahaAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-37872616.post-31615572892505895422016-01-15T00:57:06.380+08:002016-01-15T00:57:06.380+08:00Hi Rolf,
Haha, but I did post it when the market ...Hi Rolf,<br /><br />Haha, but I did post it when the market was starting to come down...I think I always do an encouraging post, to me and my readers, that the market downturn is not as scary or as depressing as it looks, and to take heed and have courage to brave the storm :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-51868910843399587142016-01-15T00:19:43.694+08:002016-01-15T00:19:43.694+08:00Hi LP,
Good post.
My only comment was : This po...Hi LP,<br /><br />Good post. <br /><br />My only comment was : This post should be published many months ago when many are still partying! <br /><br />Anticipate, Patient and Strike! <br /><br /><br /><br /> <br /><br /><br />Rolf Sueyhttps://www.blogger.com/profile/10723925075715114650noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-77660947198974293622016-01-14T22:24:02.092+08:002016-01-14T22:24:02.092+08:00Hi GMGH,
Thanks! I think buying blues first is a ...Hi GMGH,<br /><br />Thanks! I think buying blues first is a good idea. They are the ones that usually go up first when the market recovers, before spilling over to the smaller caps as people gain more investors and try to find bargains. Looks like you got all of it planned out ;)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-37872616.post-64678571340387436382016-01-14T20:32:52.004+08:002016-01-14T20:32:52.004+08:00Hi LP! Fantastic post! I've been thinking many...Hi LP! Fantastic post! I've been thinking many of those same things you mentioned. I agree that valuations now are attractive for many counters in the long run, though no doubt that nothing is stopping it from going lower in the short run (less than 2 years)! Those capital allocation decisions are also running through my mind. I think my strategy will be going for the blue chips on the way down, and REITs on the way up. REITs seem more prone to calling for rights, and that might not be ideal if cash is becoming tight all over.mini Ghttps://www.blogger.com/profile/02721644172599656913noreply@blogger.com