nah, baru pingin nyeletuk gitu, eh diduluanin. hehehe.... Salam,
On Mon, Nov 2, 2009 at 10:15 PM, JT™ <jsxtra...@yahoo.com> wrote: > Akur Kang, volatilitas harian emang bikin keder.., inpestor mah ngga usah > pusing lah, yg puyeng kan Marginer sama T+3 Trader.... Hehehe... > > > www.jsxtrader.com > > “ Trade By Rules, Not HOPE “ > > -----Original Message----- > From: Bagus Putra Perdana <disclosure....@gmail.com> > Date: Mon, 2 Nov 2009 21:53:26 > To: <obrolan-bandar@yahoogroups.com> > Subject: Re: [ob] Re: kang ocoy, EL, what's going on here? > > 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...@yahoo.com.au> 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....@...> wrote: > >> > >> make sense. cuman kabar CIT 23 jam lalu bikin situasi kurang enak. itu > >> aja. thx. > >> > >> On 11/2/09, putera...@... <putera...@...> wrote: > >> > Wuihhhh. Penjelasan yg sangat logis > >> > Sent from my BlackBerry® > >> > powered by Sinyal Kuat INDOSAT > >> > > >> > -----Original Message----- > >> > From: "kang_ocoy_maen_saham" <disclosure....@...> > >> > 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 > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
