Kuping ane panas disentil...hehehe
Salam, --- In obrolan-bandar@yahoogroups.com, boyz® <m457...@...> wrote: > > nah, baru pingin nyeletuk gitu, eh diduluanin. > hehehe.... > > Salam, > > > On Mon, Nov 2, 2009 at 10:15 PM, JT⢠<jsxtra...@...> 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 > > > > â Trade By Rules, Not HOPE â > > > > -----Original Message----- > > From: Bagus Putra Perdana <disclosure....@...> > > 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...@...> 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 âtruthâ. - 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 > > > > > > > > >
