Nuffnang

Sunday, 24 May 2015

【版权】| Copyright

昨晚在某些投资网站溜溜,既然看到笔者的几个作品被仿制又没交代来源。其中一个贴已在此部落格分享,其他都是只在一个论坛活动的聚会而分享。版权,必须被尊重,尤其是已经被作者写出来,而不是单凭口讲的。作品已经公布在作者的部落格,如果被仿制来转分享,必须放入原作人的名。给予那些连笔者都没公开的作品也拿来仿制,简直是太过分!笔者将不在此指名道姓,但希望此人看到此贴后会反省。

无意中也看到某些投资者对基本面+长期投资+包赚的不认同看法。其实,所谓的长期投资很多都被人误解。给予一位有经验和基本分析能力的人,也许他们会有跟我有同样的思维。关于此话题,笔者过后再跟大家谈谈。

I have visited some investment related websites on yesterday night. Surprisingly, I found some of my articles have been copied yet do not review the source of writer name. One of the article has been posted in this blog and others were shared in a talk organized by a investment forum. Copyright must be respected especially in written form (compared to verbal talk). For the article already posted in blog is well come to share again but it need to mention the source of writer name or link. For those articles which never post by writer but posted by 3rd party, I shall say he/she is having a very bad manner in sharing. I will not mention the name but hope this person will realize what need to do after read this post.

At the same time, I found some investors are still unsure the meaning of (fundamental analysis + long term investment + surely profit). The term and meaning of long term investment is mostly been twisted by public. For an investor which are experienced and coupled with FA skill, he/she should has the same thinking alike me. I will discuss more on this topic in next post.

Friday, 1 May 2015

【公告】| Announcement

由于FB户口出现状况,笔者不能进入FB的户口。所以将会弃用之前的FB Group。
[ https://www.facebook.com/groups/472465709560846/ ](弃用)

过后将会以FB Page来取代。此FB Page的好处是不必通过要求加入就能看到笔者的分析和分享。比较复杂性或需要多文字的回答,可以通过此FB Page解答。
[ https://www.facebook.com/y2kinvestmentblog ](取代旧的FB Group)

笔者发现,后期分享的股,多数都会出现大波动。所以,今年已经悄悄改变一些分享的方式。以后的分享,选择的股题必须达到以下的条件才会公布。
1)适合中长期投资。短期内(一年),如有突发事件发生(基本面而不是股价面),会尽量给大家解答。突发事件后,再重新考虑是不是还适合继续做中长期。
2)主要以基本面分析为出发点。所以,将会避免投机和内幕消息类似的股。
3)所公布的股,股价稍微会比笔者的平均买入价高。分享出炉在此部落格后,如果看到市场很不对劲,笔者也不排除会随时减持或套利。ELSOFT是一次很好的教训,因为笔者为了刚出炉的分享而觉得有责任性的不套利,而导致去年的部分回酬被蛀掉。
4)所选择的股,笔者预测在中长期里最少能带来50%的盈利。但不排除会发生于想不到的事情发生而导致亏损,比如错误的分析,公司突然发生状况,或大市崩盘。
5)建筑和产业股不会在分享里的考虑范围。不代表笔者不看好或完全不投资,而是这类股是非常难预测(预测的东西容易出现变化),所以才排除在分享的名单里。

所以,笔者的分享将会比以前少。加上现在不稳定性的大市,笔者必须做出更谨慎式的分享。

最后,笔者近期已经开始慢慢减持部分持有的股来提高现金水平。手中持有的股主要是龙马和非常少量的ELSOFT。也少量持有一只迟点才为大家分析的股。祝大家好运!

My existing FB account is facing some login issue. Thus, I will not use the FB Group anymore.
[ https://www.facebook.com/groups/472465709560846/ ] (Abandoned)

I have created a FB Page to replacement the existing one. The advantage of this FB Page is not require to approve to join the group yet everyone can see my posting instantly. For complicated and long explanation needed questions, FB Page is a good channel to solve it.
[ https://www.facebook.com/y2kinvestmentblog ] (The replacement)

I found that the later sharing stocks are having significant fluctuation in share price. Thus, the sharing method has been changed in this year. The coming stock sharing must come with below criteria:
1) Suitable for mid to long term investment. If there is any unexpected events (on fundamental, not share price) happen in short term (within 1 year), I will try to provide some analysis to decide whether it still suitable for mid to long term investment.
2) Selection is mainly based on fundamental. Thus, speculation in trading and insider news will be out of scope.
3) The share price during sharing posted will be higher than my average buying price. If foresee market sudden turns bad, I'm opted to make immediate selling (partially or full) even the sharing post is just shared. Elsoft is a good experience which I decided not to sell even I felt the market is not going well because I think I should responsible for my fresh posting. Due to this, it eroded part of my last year's profit.
4) For the stock sharing, I expect to have a minimum 50% return in profit unless something unexpected is happen and cause loss. E.g. mistake in analysis, unexpected thing happen to the company or market collapsed.
5) Construction and Properties related stocks are out of scope. It does not mean it is not good for investment, but just I feel it is not easy to predict (estimation may change easily).

Due to this, my sharing will be lesser compared to previously. Coupled with current uncertainty on the market, I will even put extra precaution on my sharing.

At last, I have reduced some of my share holding recently in order to increase my cash position. My current portfolio is mainly holding LANDMRK and very less ELSOFT. Also holding some quantity for a stock which I'm going to do sharing later. Good luck to all of you!