thanks for the info, pak Laks. really appreciate your insight. as it should always be, investments are our own calls.
dan... tidak sok tahu koq, pak. hehehe... high degree of confidence (sometimes many may percept it as "arrogance") is an absolute requirement in this game. all of us here are only sharing our info. Brgds, -Anton T. --- In obrolan-bandar@yahoogroups.com, laksono dwighty <[EMAIL PROTECTED]> wrote: > > mostly pak.... > > saya suka BUMI dan di community saya average rate rata di sekitar 590-640... BUMI seharusnya masih bisa trading 2/3 PTBA based on growth outlook and GGM > TBLA agak menarik karena hitungan ev per ton dan saya lihat ada kesadaran manajemen untuk growth.... > > TLKM target saya 11,800 hampir tercapai...kalau gonjang ganjing hedge fund selesai, saya expect telkom tembus 12,200 in 3 months or so... > > TINS? ini juga attractive karena ternyata resources tin lebih dari expektasi semula..so, tin prices masih building up and cari base... seneng deh kalau dapat tins di 11,500... > > antam? sampai kapanpun atau it will take ages to look for nickel subtitutes.... jangan terpedaya sama mafia nickel yang lagi coba turunin harga dengan naikin inventory...in reality, demand untuk nickel masih tinggi...sekarang nickel buyers masih buying time turunin demand volume (falsified)...(ini kayak kejadian demand cpo dari india di tahun 2003-2005 an..) Best buy at any level below 2500..merem aja pak..beli trus tinggalin monitor selama dua atau tiga bulan... > > INCO: besok ad rups pergantian direksi and komisaris...masih layak beli kalau di bawah 50,000 > > index? saya sudah bilang target indeks saya beberapa waktu lalu.... > > beberapa saham pharmaceutical kelihatan attractive...buy buat mid term aja... > > investment is on your call....disclaimer on... > > maaf kalau sok tahu... > > > > > > pemainedan <[EMAIL PROTECTED]> wrote: > jadi pak Laks pegang saham2 BC aja yach, selain TBLA? saham favo pak > Laks, selain obviously TLKM apa lagi, pak? > > terus ada discussion blk-an ini antara saya, pak Eka, dll... we > prefer TINS to ANTM or INCO. do you agree, pak Laks? > > prospek PGAS, PTBA, BUMI bgmn utk hingga 2007 akhir? what is your > most favored sector? thanks in advance for the advice/clues. > > Brgds, > -Anton T. >
