gak jauh beda, saya invest semua di saham, deposito gak ada hehe plg
ama di nyicil properti itu jg buat ditempatin sndiri. yah anggep long
time endowment. Saham pribadi dipecah bbrp akun sih, kadang buat
nge-tes metode, some works, some didnt. But i do definitely get my
point
On 11/2/09, ruzli...@gmail.com <ruzli...@gmail.com> wrote:
> Kalau Intitusi Mas Bagus kan Invest di WIKA, MEDC, etc yg Growth Play..kalau
> Mas Bagus sendiri uangnya ditaro dimana ? Apa invest juga atau ada
> tradingnya ? Kalau trading, sahamnya apa ?
> -----Original Message-----
> From: Bagus Putra Perdana <disclosure....@gmail.com>
> Date: Mon, 2 Nov 2009 22:32:54
> To: <obrolan-bandar@yahoogroups.com>
> Subject: Re: Mr T.O.M D.S Re: [ob] Re: kang ocoy, EL, what's going on here?
>
> seinget saya rationale pak TOM D.S tuh turn-around story deh. Nah
> turn-around story ini gak bisa cepet jg keliatan nyatanya. Dan ini bet
> jg, kalo done bisa big-hit, kalo gak done cepet bisa nyedot capital.
> Tp kalo iya done bisa untung gede, mgkn turn-around is on the way, cmn
> hari gini kan gak gampang bersihin neraca. Give it a time to play,
> seinget saya, saya pernah share revenue growth-margin expansion story
> WIKA disini dan sampe skrg WIKA jg blon ngangkat (No Probs krn Q3
> beneran earning jump, saya ga nyesel ambil), story asset-play MEDC jg
> Saya share disini, itu jg blon bikin profit (No Probs jg buat saya,
> 47,A Ext,Senoro is well and ok dan belun jg 1 quarter berlalu) its a
> game of patience anyway., and we all just sharing ideas here, aint
> we?!
>
> On 11/2/09, ruzli...@gmail.com <ruzli...@gmail.com> wrote:
>> Earth calling Mr Tom DS
>>
>> Just wan't to ask, did u have the same view like Mr Bagus ?
>>
>> Note: Your SEJATI Call (BMTR) is not so SEJATI :)
>>
>> Thanks
>> -----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
>>
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> Each piece, or part, of the whole nature is always an approximation to
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> 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
>
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--
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
------------------------------------
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