Pola berpikir logika simpel yg sama....hehehehe
No fear...
--- In obrolan-bandar@yahoogroups.com, Bagus Putra Perdana <disclosure....@...>
wrote:
>
> I did buy equities today. Situasinya beda ama 2008 dulu kali yah,
> ketidakpastian sudah jauh berkurang, profitabilitas perusahaan pada
> rate terburuk sudah bisa diukur (Q408-Q109) adalah indikasi performa
> paling jelek, tentu kita bisa buat pro-forma worst scenario dari situ.
> 1 lg, kita semua experience first hand pasca lehman waktu CDS rate
> Indonesia sampe dobel digit en Yield Rf (SUN) sampe bisa ke level
> 17-18 % (we bought a lot Rf didnt we?). Nah CDS indonesia pada
> historical terbaiknya, Rf skrg susah balik diatas 11 % lg, politik en
> ekonomi stabil. So why do i bother merah or ijo harian? Even 2-3
> harian. As long as i bought stocks that yielding FCF matching Rf rate,
> i dont mind being taken down to a deeper gulfing wave, yg repot justru
> kalo duit inflow balik en saya bingung naro kas kemane, kemane coba?
> Deposito cuman segitu, SUN segitu, Obligasi Korporat AA- plg keren
> 12.25% skrg, eh ada lewat saham yg FCF yieldnya 10-11%, yg net cash
> per sharenya 4-5%, yg manajemennya punya track record bagus ya paling
> turun lg ampe brapa sih?! Masuk lah. Terus terang saya gak bisa time
> market. Definitely cant, but atleast saya bisa ukur nilai barang under
> different business & economic scenario. Likelihood kita hit crisis
> udah kecil bgt, kalo equity dipukul sampe mencerminkan level as if dia
> kena krisis, would i add or sell my equities?
>
> On 11/2/09, conx_2003 <conx_2...@...> wrote:
> > secara TAL tiap kang ocoy buy, pasti merah dalam
> >
> > karena kang ocoy mana mau beli di harga mahal?
> >
> > tentu mereka ada segala cara untuk membuat mereka masuk tanpa diketahui
> >
> > so be prepared..
> >
> > --- In obrolan-bandar@yahoogroups.com, Ben <beny.tan@> wrote:
> >>
> >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu
> >> aja. thx.
> >>
> >> On 11/2/09, putera928@ <putera928@> wrote:
> >> > Wuihhhh. Penjelasan yg sangat logis
> >> > Sent from my BlackBerry®
> >> > powered by Sinyal Kuat INDOSAT
> >> >
> >> > -----Original Message-----
> >> > From: "kang_ocoy_maen_saham" <disclosure.inc@>
> >> > Date: Mon, 02 Nov 2009 07:25:28
> >> > To: <obrolan-bandar@yahoogroups.com>
> >> > Subject: [ob] Re: kang ocoy, EL, what's going on here?
> >> >
> >> > Why Should? kecuali Premium Risk Investasi di Indonesia naik, dan suku
> >> > bunga
> >> > acuan BI naik, dan Yield SUN naik.
> >> >
> >> > otherwise No, Big No, every Dip is an entry-point. i keep re-telling
> >> > this.
> >> > FCF Yield above Rf, Clean Balance Sheet, Good Management = wicked
> >> > opportunity.
> >> >
> >> > I'm loading equities and selling my Government Bond.
> >> >
> >> > --- In obrolan-bandar@yahoogroups.com, Ben <beny.tan@> wrote:
> >> >>
> >> >> punten kang ocoy n EL,
> >> >>
> >> >> secara fundamental apa kang ocoy n EL melihat adanya indikator investor
> >> >> lokal harus revisi target ASAP?
> >> >>
> >> >> thx,
> >> >> beny
> >> >>
> >> >> --
> >> >> DISCLAIMER:
> >> >> "I hereby disclaim any responsibility for the currency or accuracy of
> >> >> the
> >> >> reported data and/or the performance of the Investments in your
> >> >> portfolio,
> >> >> unless performance has exceeded your expectations."
> >> >>
> >> >
> >> >
> >> >
> >> >
> >>
> >>
> >> --
> >> DISCLAIMER:
> >> "I hereby disclaim any responsibility for the currency or accuracy of
> >> the reported data and/or the performance of the Investments in your
> >> portfolio, unless performance has exceeded your expectations."
> >>
> >
> >
> >
>
>
> --
> Each piece, or part, of the whole nature is always an approximation to
> the complete truth, or the complete truth so far as we know it. In
> fact, everything we know is only some kind of approximation, because
> we know that we do not know all the laws as yet. Therefore, things
> must be learned only to be unlearned again or, more likely, to be
> corrected.......The test of all knowledge is experiment. Experiment is
> the sole judge of scientific "truth". - Richard Feynman
>
