2008年1月3日星期四

靜待

香港股市08第一日開市就下跌,是五年來首次的,我相信這個月股市會繼續上落,還是什麼方向,市場是靜待著消息,譬如港股直通車...

因此,投資者可以買平貨,但是切記不要太過進取,以免風險太大。

我的叔叔曾經於年尾跟我說:【2008當大家都話好的時候,你自己就要小心,如果覺得有巨大風險的話,寧願一股都不持有,讓股市去升,切記不要太過進取,風險管理才是一切。】

10 則留言:

Alex 說...

唔知larry對390有什麼看法呢?

我自己看390的前景不錯...但對佢70倍PE又好似唔好覺得好平...

yam 說...

congratulationn larry, i-money mag has recommeneded readers to visit your blog this edition, keep on!!!

yam 說...

by the way, i think black swan is a good book, but still don't have time to read it yet poor XD

yam 說...

i m max actually, in case you forget,haha

Larry 說...

Alex:

我認為中鐵現價絕對不平,可以說是擁有風險。如果我們看回它的業績,毛利並不高,不過會受惠中國的政策,我的建議是可以等待一下,看看之後的業績情況。

yam:

謝謝你的通知。感謝你的支持,希望之後有機會在學校裡跟你聚一聚。

yam 說...

let us find time to meet in jan!! ^^ looking forward for long

Edmond 說...

Agree. 390 is no longer cheap. The investor are now paying premium of access of 2010. Also, Same as 1893.

Edmond 說...

However, that is also the intesting part of stocks. Peoples make prediction on its price.

yam 說...

may i ask if you are edmond from cuhk XD?

Edmond 說...

yam:

Nope :p