Longterm Investing
A place to put my posts
博文
(2009-11-26 13:54:42)
IguesstherewillbeagoodbuyingpointinthecomingdaysduetoDubaiWorlddefaultscare.IaminvestingonMBIforlongterm,notDT,soadownof20%or50%shorttermisnotabigdealforme,althoughIthinkMBIisbottomingout.MBI'slastERisactuallynotbaddespiteofitshugelossonsurface.IfyoureadbothABKandMBI'sERsidebyside,bigprofitonABKisactuallybad,theprofitonABKcamefromdiscountedmarketvalueofitsliabilitysincemarket'sbeliefonabk'sabili...[阅读全文]
(2009-11-19 00:58:01)
HereismydiscussiononMBIpostedon中长期投资群组aboutrecentMBIdeclinefrom$8allthewayto$3.2.ItmayhelpyoualittleifyouarethinkingtobuysomeMBI.
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2009-10-09
Zengjpwarnedme:
watchRDN/ABK/MBIclosely.allthreeofthemarehavingsignoffallingoffcliff.Nextmovemightbesharplylower.
2009-10-11,
Myreply:
Anyway,Iamonlyworriedaboutmbinow,Iamou...[阅读全文]
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2009-10-09
Zengjpwarnedme:
watchRDN/ABK/MBIclosely.allthreeofthemarehavingsignoffallingoffcliff.Nextmovemightbesharplylower.
2009-10-11,
Myreply:
Anyway,Iamonlyworriedaboutmbinow,Iamou...[阅读全文]
(2009-11-18 12:26:55)
alsobought50callsJan2012$5at1.25whenmbiisatbottomaround3.2.Iexhaustedmybuyingpoweronmbiatthedarkesttime.Lifeishard,investmentforyourfirstbucketofgoldismuchharder.
Mybeliefonmbiaretwofolds:insidertransaction,mbi\'sconsistentclaimthatithassufficientfinancialpowertoserviceitsobligation.
rightnow,mbiistradingat3.84.[阅读全文]
Mybeliefonmbiaretwofolds:insidertransaction,mbi\'sconsistentclaimthatithassufficientfinancialpowertoserviceitsobligation.
rightnow,mbiistradingat3.84.[阅读全文]
(2009-10-26 12:01:43)
Itradedafewtimesinbetween.
Thereasonforselling:
1.Itisonlyslightlyundervaluedifcomparedagainsttobookvalue.
2.InsuranceindustryisnotsomethingIamreallyinterested,unlessithasahighdividendrate.
3.Freefundforloop.
4.Generalmarketmaypullback,guessing.[阅读全文]
Thereasonforselling:
1.Itisonlyslightlyundervaluedifcomparedagainsttobookvalue.
2.InsuranceindustryisnotsomethingIamreallyinterested,unlessithasahighdividendrate.
3.Freefundforloop.
4.Generalmarketmaypullback,guessing.[阅读全文]
(2009-10-26 11:36:35)
Iboughtitat0.9.
Thereasonforsale:
1,itreachedandpassedmyoriginaltarget.
2,Idonotthinkbedindustryisagrowthindustryinthebackgroundofdeclininghousingmarketandconsumerspending.Butscssisahighendproduct,soitmayhaveitsownpersonality.Anyway,recentquarter\'ssaleisstilldecliningeventhoughprofitjumped.
3,Freesomefundforotheropportunitieslikeloop.boughtmorelooptodayat9.7,loopisgoingtoreportear...[阅读全文]
Thereasonforsale:
1,itreachedandpassedmyoriginaltarget.
2,Idonotthinkbedindustryisagrowthindustryinthebackgroundofdeclininghousingmarketandconsumerspending.Butscssisahighendproduct,soitmayhaveitsownpersonality.Anyway,recentquarter\'ssaleisstilldecliningeventhoughprofitjumped.
3,Freesomefundforotheropportunitieslikeloop.boughtmorelooptodayat9.7,loopisgoingtoreportear...[阅读全文]
(2009-10-25 02:19:06)
再多看一看PBS,了解一下美国历史上的先进的东西是如何被发明的，想一想如果那些发明人在中国，有多大的成功率？从废除奴隶，妇女选举，种族平等，关爱动物，国家公园，。。。到反垄断到风险投资到internet，到第一位黑人总统。美国现在在讨论如何保证互联网的各种数据流得到公平的对待，没有歧视，可怜的中国人却处处在中国受到明白的歧视。这是怎样的差距呢？美[阅读全文]
(2009-10-12 01:13:14)
Checkoutinsidertradings,aroundtheMarchbottom,insiderbuysareeverywhere，especiallyfinancialcompanies.ifyoutrackinsiderslikeme，youcanfeeltheobvioussigns。整齐划一的内部交易，简直就像国庆阅兵一样。ifyoupayattention.IwasshoutingonTzlcaboutinsiderbuysatthattime,noonewaslistening.[阅读全文]
(2009-10-08 03:00:30)
Thebesttradingstrategyisnottotrade,rememberbuffet\'sanalogyofapuncturecard,youhaveapunchcardwith20holestopunchforyourlifetime.Everytimeyouputyourmoneydoneforaninvestment,youpunchahole,after20times,youaredonewithinvestmentforyourlife.Soyouwillnotmoveuntilyouareabsolutelysureyouaregoingtowin.Thiskindofinvestment\'sriskrewardratiowouldbesohigh,youarealmostcertaintowin.Ithinkeverybodyherehadcomeacross...[阅读全文]
(2009-10-06 07:08:52)
isgettingprettywild.Mingshengbankisseeking50%ofcontrollingsharesonUCBH.IambackintoUCBHhappily.Almostnosleeplastnight,tryingtotradeonucbh,mbi,andrdn.[阅读全文]
(2009-10-02 15:46:04)
的最爱，所以没有犹豫的追高（9），用的马金。半年来头一回用马金就遇到市场调整。冥冥之中自有天意。哈哈！这俩天卖了一些RDN(9.8），MBI(7.3)，补上了马金部分。RDN破了10，让我很遗憾，还期望它能像XL一样。不过我还是留了大部分的RDN.我也把在几个月前在12左右追涨的XL卖了。（17）XLBOOKValue18.8.卖在17左右，还可以了。还卖了一些SNMX,BBEP,昨天的市场大跌，尾盘没有补上，[阅读全文]
