I can't find a single stock ... right from the beginning ... buying it at relatively significant money (to me) ... and guarantee it will give me significant returns in the future ... and so insist on not to do any "stocks switching" for it.
In fact, our stocks market is dynamic ... Listed cos businesses are also subject to changes ... And sometimes "better-than companies" may occur to us to do "stocks switching" to maximise the portfolio return.
Value Sir,
回覆刪除Congratulations!
Your real estate stocks(property developers companies and property investment companies as a whole) are at last starting their turbos !!!
^_^
唔會放，所以感覺不大。
刪除我只關注其營運表現。
Good investment attitude !
刪除^_^
1月月供7隻，2,3,11,12,270,823,1299
回覆刪除中資股始終受政策影響，較偏愛港資及外資
繼續努力！
刪除今天下午買了少少維他奶,股票連同美股mpf提升至佔20.5%,不想持太多現金
刪除I think 345.HK is a typical "valuation investment", i.e. its share price depends on short-term investors' valuation of it.
刪除Good Luck!
^_^
我持有很少維他奶，持有已很久，但它如火箭般，我已無法增持。
刪除持有超過五年。
Value Sir,
回覆刪除Good morning!
Everything fine?
^_^
市況好轉，又可休息一下。
刪除^_^
刪除Terrible!
回覆刪除Today HSBC claims that it has been using US$15,000,000,000 ~ US$17,000,000,000 to equip for high-tech banking!
I just wonder how cost-effective it will be.
######
Sometimes smalls are better than bigs! (e.g. 626.HK)
^_^
時代變，零售模式變，確實有深刻的影響。
刪除作者已經移除這則留言。
刪除Value Sir,
回覆刪除Kung Hei Fat Choi!
Wishing you have a good harvest year!
^_^
好耐無見你發文，還好嗎？
回覆刪除近來搞緊層樓，為小朋友讀書，要去港島住。
刪除現在住港島東，小朋友讀中西區。
刪除Oh,原來如此，多隻本地地產股破52周高位，你的倉位應該不錯哦。
刪除其實樓市風險仍然非常高，但要顧及小孩要承擔這風險。
刪除Tomorrow 016.HK shall announce 6-months results.
刪除Good Luck!
地產股業績整體無問題 。
刪除Value Sir,
回覆刪除016.HK's 6-months results was disappointing!
Interim dividend is only 4% more than last year.
And the management does not mention any "share buy-back" scheme.
Guess how much its market price tomorrow ?
^_^
P.S. I have 016.HK.
刪除我個人覺得可以，其實每人要求不同，我全年計5%已可以。
刪除最近我重新提筆，更新網誌「股市漫遊」，歡迎價值師兄入來討論。
回覆刪除https://stockcruiser.blogspot.com/
我也在網誌清單加了您的 blog。
無問題。
刪除Value Sir,
回覆刪除Congratulations to your No.1, making 52-weeks new high!
^_^
現時股價不算非常平宜。
刪除樓市風險仍然非常非常高。
大家宜特別小心。
I have no worry at all.
刪除016.HK's dividend yield is now still more than all local banks' HK$ fixed deposits.
^_^
P.S. I have 016.HK, but both my quantity and amount are certainly less than Value Sir's holding.
刪除^_^
因購置了物業，沽了些股票。
刪除但現時新地仍是我第一大持股，遠遠高於第二位。
Some observations:
回覆刪除Cash cows : 113.HK & 398.HK
False cash cow : 178.HK
^_^
我對百貨及零售有較大戒心。
刪除莎莎以往都派盡盈利。
113, 398有留意，但不深入，希望你找到一隻堅不可摧的股份。
Value Sir,
刪除I can't find a single stock ... right from the beginning ... buying it at relatively significant money (to me) ... and guarantee it will give me significant returns in the future ... and so insist on not to do any "stocks switching" for it.
In fact, our stocks market is dynamic ...
Listed cos businesses are also subject to changes ...
And sometimes "better-than companies" may occur to us to do "stocks switching" to maximise the portfolio return.
Enjoy your Lunch & Luck!
^_^
Luckily,
回覆刪除113.HK now HK$4.81
398.HK now HK$2.35
^_^