tag:blogger.com,1999:blog-319075411286258943.post9004821672588241672..comments2023-10-18T23:34:07.367+08:00Comments on World Best Portfolio: End Of Week ReviewPeHonhttp://www.blogger.com/profile/07116176441665248624noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-319075411286258943.post-78840270605592975272008-11-11T12:02:00.000+08:002008-11-11T12:02:00.000+08:00Good words.Good words.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-74356297209924367082007-03-08T21:02:00.000+08:002007-03-08T21:02:00.000+08:00helllo,sorry for the lack of updates, i've looked ...helllo,<BR/><BR/>sorry for the lack of updates, i've looked thru the reports ofthe 2 companies but haven't found the time to report on it. Will do itthis weekend.I promise =)PeHonhttps://www.blogger.com/profile/07116176441665248624noreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-5864907677383463622007-03-08T11:31:00.000+08:002007-03-08T11:31:00.000+08:00Hi Pehon,Haven't seen you update your blog for a w...Hi Pehon,<BR/><BR/>Haven't seen you update your blog for a while already. Looking forward to your review on Sino-Env and ChinaHong after full year results released.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-60016067145397036162007-03-06T19:59:00.000+08:002007-03-06T19:59:00.000+08:00"Consider this situation: market rebound now. Put ..."Consider this situation: market rebound now. Put warrant drop a lot but your shares do not rise much. However some time later, big plunge comes again. Your shares drop a lot but your put warrant does not rise that much because expiry date is nearer(loss of time value). <BR/><BR/>What will you do? "<BR/><BR/>Dude, my view of warrants, its just insurance. If the price of warrant drops instead of rise, I paid premium. If it rises, i am rewarded for the insurance pay out.<BR/><BR/>And regarding expiry, notice i bought 0427 "insurance", though there are warrants that expire earlier. And notice i sold my warrant within the contra period since profit was realised, though the warrant did rise in price further a few days later. <BR/><BR/>And note the capital into the warrant was a small portion of my total holding.PeHonhttps://www.blogger.com/profile/07116176441665248624noreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-58501963242150951522007-03-06T17:38:00.000+08:002007-03-06T17:38:00.000+08:00Consider this situation: market rebound now. Put w...Consider this situation: market rebound now. Put warrant drop a lot but your shares do not rise much. However some time later, big plunge comes again. Your shares drop a lot but your put warrant does not rise that much because expiry date is nearer(loss of time value). <BR/><BR/>What will you do?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-52337524294026276322007-03-06T00:50:00.000+08:002007-03-06T00:50:00.000+08:00- Any stock that rises close to 20% should never b...- Any stock that rises close to 20% should never be allowed to drop back into the loss column....Avoid making a second mistake of letting it develop into a loss. (Pg 112)<BR/><BR/>- Never Answer a Margin Call (Pg 118)<BR/><BR/>Quoted from "How to Make Money in Stocks" by William J O'NeilAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-68360190003329313522007-03-05T20:46:00.000+08:002007-03-05T20:46:00.000+08:00hi anon, as i posted, i'm on margin, and I mention...hi anon, as i posted, i'm on margin, and I mentioned i bought "insurance" with the Call Warrant, that will answer my margin call if any. But at current position today, i'm still good margin wise.PeHonhttps://www.blogger.com/profile/07116176441665248624noreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-83096449664643314882007-03-05T19:22:00.000+08:002007-03-05T19:22:00.000+08:00Ya. Profit accumulated for 2-3 months evaporated i...Ya. Profit accumulated for 2-3 months <BR/>evaporated in 1 week. Surely there is a strategy for protect profit before they turn negativeAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-70714889506659471602007-03-05T18:22:00.000+08:002007-03-05T18:22:00.000+08:00I've been following the prices of your holdings in...I've been following the prices of your holdings in the recent turn of events. Both Sino and China Hong are now below your buy price and Swiber is almost 20% below your buy. Only RafflesEdu is still holding above at around $2. While the plunge was huge today, but given the incidence of last wednesday's collapse, it was not entirely unexpected on hindsight.<BR/><BR/>According to one of your earlier posts, you did specifically cite a cut loss rule to prevent fantastic paper profits from turning into horrifying paper losses.<BR/><BR/>Nonetheless, it seems that very often, we still act according to what we hope, despite rationally expecting what we dread.<BR/><BR/>I understand from your posts that you are on leverage and cannot afford to hold out and wait. <BR/><BR/>Are you facing a margin call and if so, do you intend to answer it? <BR/>Can we truly act according to what we think rather than what we hope?<BR/><BR/>Not meaning to gloat, for I too am a victim of the same circumstances...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-43817880193053952532007-03-02T22:54:00.000+08:002007-03-02T22:54:00.000+08:00Pehon,Please check out this latest article on Swib...Pehon,<BR/><BR/>Please check out this latest article on Swiber. They did an interview with Reuters it seems.<BR/><BR/>Follow this link:-<BR/><BR/>http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_116e56d7-cb73c03a-41a12f00-f7948ae0<BR/><BR/>Have a good week ! Looking forward to your review of China Hong and Sino-Environment.<BR/><BR/>P.S. - I have already sent in my queries to Swiber's Management through their online Q&A session (see their website). They will reply to all investors' questions on March 13.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-319075411286258943.post-58908824162913673792007-03-02T22:53:00.000+08:002007-03-02T22:53:00.000+08:00i plan to hold for decades...these puny losses wor...i plan to hold for decades...<BR/><BR/>these puny losses worry me not...<BR/><BR/>im curious why the correction is so tiny?<BR/><BR/>i find it so tough to identify the bargains.<BR/><BR/>prices are still relatively high compared to 2006.Anonymousnoreply@blogger.com