ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. › ValueBuddies.com › Economic News v
Risk off?

Risk off?

Thread Rating:
  • 1 Vote(s) - 5 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Dosser Offline
Member
***
Posts: 192
Threads: 4
Joined: Sep 2013
Reputation: 9
#1
11-10-2014, 07:46 AM
The mood in the market seems to have darkened a lot this month, beginning with the US jobs report. With the US unemployment rate now down to 5.9% how long can the Fed keep interest levels at emergency lows? Yellen keeps finding excuses to do so, but is she already behind the curve? QE has now tapered almost out in the US; meanwhile Europe is sliding into a black hole, but the Germans have a visceral objection to the ECB doing real QE. Meanwhile geopolitical risks, from ISIS to Ebola, abound. Interesting summary in the Edge:

http://www.theedgesingapore.com/blog-hea...ml?start=1

Good news for Value Investors - market has been very boring this year, and few interesting stocks to pick. What we need is a good bloodbath to throw up a lot of juicy opportunity. I remember the happy hunting days of early 2009 fondly, Fortune Reit below HK$2, Meiban at 12c, Yongnam at 9c, all 3 to 4 baggers later. I have been moving to 30% cash in the last 4 months, so lets hope for interesting times.
Find
Reply
chialc88 Offline
Posting Freak
*****
Posts: 1,364
Threads: 106
Joined: Oct 2013
Reputation: 17
#2
11-10-2014, 09:17 AM
Life is beautiful!
Fantastic to have lot of cash.
Only problem is many people had been waiting and waiting...
It's a patient game.

Heart Love Compassion


Earth day - save the world everyday.
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
Find
Reply
BlueKelah Offline
Senior Fish
*****
Posts: 3,104
Threads: 122
Joined: Apr 2013
Reputation: 45
#3
11-10-2014, 10:05 AM (This post was last modified: 11-10-2014, 11:59 AM by BlueKelah.)
Haha it could be just the beginning. This is just the effect of the FED stimulus ending this month. Next month will be much worse before the FED starts another round of QE.

Barring any unforeseen circumstances, I see the SGX correcting to below 3000 level, thats where I'll be buying.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
Find
Reply
LLS Offline
Banned
Posts: 106
Threads: 1
Joined: Sep 2014
#4
11-10-2014, 11:03 AM
now its time to be greedy when others are fearful!
Find
Reply
brattzz Offline
Posting Freak
*****
Posts: 2,512
Threads: 24
Joined: Sep 2010
Reputation: 19
#5
11-10-2014, 11:31 AM (This post was last modified: 11-10-2014, 11:31 AM by brattzz.)
imho, just buy in your pre-select value counters when you feel your M.O.S has reached, no need to really keep waiting for the bottom... Big Grin
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
Find
Reply
Temperament Offline
Posting Freak
*****
Posts: 3,474
Threads: 95
Joined: Jul 2011
Reputation: 17
#6
11-10-2014, 12:31 PM
Yes! Each of us has different MOS of each counter.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Find
Reply
chialc88 Offline
Posting Freak
*****
Posts: 1,364
Threads: 106
Joined: Oct 2013
Reputation: 17
#7
11-10-2014, 12:32 PM
(11-10-2014, 11:31 AM)brattzz Wrote: imho, just buy in your pre-select value counters when you feel your M.O.S has reached, no need to really keep waiting for the bottom... Big Grin

Funny thing is this we selected did not drop but those we didn't select drop like flies.

Heart Love Compassion


Earth day - save the world everyday.
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
Find
Reply
Temperament Offline
Posting Freak
*****
Posts: 3,474
Threads: 95
Joined: Jul 2011
Reputation: 17
#8
11-10-2014, 12:41 PM
(11-10-2014, 12:32 PM)chialc88 Wrote:
(11-10-2014, 11:31 AM)brattzz Wrote: imho, just buy in your pre-select value counters when you feel your M.O.S has reached, no need to really keep waiting for the bottom... Big Grin

Funny thing is this we selected did not drop but those we didn't select drop like flies.

Heart Love Compassion


Earth day - save the world everyday.
Ha! Ha!
Funny isn't it? No lah, most probably you should congratulate yourself for your fundamental sound selections. Just need to wait a bit longer when market's sentiment ove-rule everything in the market.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Find
Reply
chialc88 Offline
Posting Freak
*****
Posts: 1,364
Threads: 106
Joined: Oct 2013
Reputation: 17
#9
11-10-2014, 01:22 PM
ai yo... you don't believe...
waited until so many years already.
no choice. had to dip into tikam stocks just to keep myself from itchi fingers.

Nevermind. lets see how

Heart Love Compassion


Earth day - save the world everyday.
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
Find
Reply
Dosser Offline
Member
***
Posts: 192
Threads: 4
Joined: Sep 2013
Reputation: 9
#10
11-10-2014, 02:44 PM
(11-10-2014, 11:03 AM)LLS Wrote: now its time to be greedy when others are fearful!

Too early IMHO. No blood on the streets yet, just some minor bruises. Not nearly enough fear. Wait until you see the whites of their eyes (wide open in panic), then pull the trigger.

On the other hand, if a tasty bit of game wanders in front of your sights, there is no need to wait, we all need a snack and some target practice.
Find
Reply


Forum Jump:


Users browsing this thread: 13 Guest(s)