Iamreallyhappy.
Imentionedscssinmyblogstodayandyesterday,onJR98\'sgroup:中长期投资weeksago.Iwastryingtobuynear70cents,butfinallycaughtupwithittodayat0.9.Lateisbetterthannever.
IfyoucalculatedSCSS\'sP/S,(Price/Sale),itissolow.[阅读全文]
Longterm Investing
A place to put my posts
博文
(2009-07-24 14:50:04)
(2009-07-24 08:20:54)
ucbhisalittleweakerthanIimagined.interesting.Setanordertobuyscssat0.95,filledat0.9,cool,happy.[阅读全文]
(2009-07-23 10:43:31)
normalinsuranceproductsareagainstnaturalevents,likeflood,fire,death..CDSisaproductagainstartificial(manmade)event,financialdefault.Onlyartificialeventwillexhibitconcentratedrisk,meaningdefaulthappenacrossitsdomain,sincehumanisananimalofsociety,ithasitsheardmentality,tendtodothingsallatthesametime.So,thatiswhyIsayCDSisnotaspecialtyforAIG,butforGS.[阅读全文]
(2009-07-23 09:12:29)
IhavebeenwaitingforXLtocorrect,butitrefused.Whenastockwentasurprisingwayagainstyourplan,youreallyneedtopayattention,somethingunusualishappening,itmaybeagoodopportunity.SoIdecidetobuymorexlontoday\'sbreakoutwithbigvolume.Anothermoreimportantreasonisthatxl\'sbookvalueisaround20,thereisplentyofroomforupside.ButIwilljusttradeitforshorttermsinceIhavealreadyhavexl.Myoriginalxlwasboughtaround3,upmorethan...[阅读全文]
(2009-07-22 11:10:39)
reasons:
1.InsiderswerebuyingonFeb,March,Aprilthisyear,IbelievethatitshowsUCBHwerestillOKattheheightoffinancialcrisis.
2.UCBHwerepayingoutdividendsasrecentlyas6/26/09.Thisshowssomekindoffinancialstrength.
3.UCBHgotnewcapitalinfusionof$30millionfromChinaMinshengBankon12/23/08,and$298.7millionfromTreasuryon11/14/08.
4.Recentrallyofcapitalmarketmay/shouldimproveUCBH'sbook,reducingth...[阅读全文]
1.InsiderswerebuyingonFeb,March,Aprilthisyear,IbelievethatitshowsUCBHwerestillOKattheheightoffinancialcrisis.
2.UCBHwerepayingoutdividendsasrecentlyas6/26/09.Thisshowssomekindoffinancialstrength.
3.UCBHgotnewcapitalinfusionof$30millionfromChinaMinshengBankon12/23/08,and$298.7millionfromTreasuryon11/14/08.
4.Recentrallyofcapitalmarketmay/shouldimproveUCBH'sbook,reducingth...[阅读全文]
(2009-07-20 15:43:22)
那样强大，美国也没有你说的那样虚弱。我们在这是讨论投资，是真枪实弹的干，不是写文章，要看实质，做股票，看经济是要看核心竞争力的。我看好中国的未来，但是现在的情形，和美国比，还差得很远，你一定要自我膨胀，我也没办法，我觉得你这样才是“器小易盈”。另外，中国的经济系统风险挺大。我不知你听没听过这样一句话，“一放就乱，一抓就死”，这是中[阅读全文]
(2009-07-16 08:50:52)
finally,Icaughtupwithmbi,nexttimeremembertoactquickly,donothesitatetoomuch.Ihavebeenraisingmybuypricefrom3.56,to3.91,totoday\'s4.01,atiringstruggle.
Iamnotsureifthisnewlotofsharesareforlongtermorshortterm.Iamstillalittleworriedaboutmunibonds.Therearealotofgrowthsmallcapoutthereworthlongtermholding.[阅读全文]
Iamnotsureifthisnewlotofsharesareforlongtermorshortterm.Iamstillalittleworriedaboutmunibonds.Therearealotofgrowthsmallcapoutthereworthlongtermholding.[阅读全文]
(2009-07-14 09:48:47)
substantialmoreseveraldaysagoat2.11afterinitial200sharesat2.01.IthinkIamfinallyalittlebetteratbuyingontherightsideofcure.Averagingdownatleftsideofcurveissopainful.Iwilltrytoavoidit.
Ontheotherhand,mbi\'srecentlowisat3.57,justonecentawayfrommybuyorderat3.56.Iamthinkingifandhowtochaseit.Ithinkpeopleincludingmeareallworriedaboutstates,citiesdefaultontheirmunibond,isrecentCAIOUissuanceindicatesthe...[阅读全文]
Ontheotherhand,mbi\'srecentlowisat3.57,justonecentawayfrommybuyorderat3.56.Iamthinkingifandhowtochaseit.Ithinkpeopleincludingmeareallworriedaboutstates,citiesdefaultontheirmunibond,isrecentCAIOUissuanceindicatesthe...[阅读全文]
(2009-07-08 09:43:26)
Iwillbefollowingitcarefully,Ithinkitwon\'tdropunder15,soIwillbuybackstartingabove15.Itdependsonthemarketconditionsthattime.[阅读全文]
(2009-07-08 01:53:58)
Isetanordertobuymbiat3.56.Ifthereisapanictomorrow,Imaybeabletogetit.ItisgoodforbothshortandlongtimeatthispricelevelifIgetit.[阅读全文]
