--- In obrolan-bandar@yahoogroups.com, "Elaine Sui" <[EMAIL PROTECTED]> wrote: > > *I'd buy Astra Agro @13000-15000 and sell them @45k in 2H/FY09. That'd be > 200% gain. Fair enough?
It is fair enough..... > > Both of them are right, since there's no exact timeframe supplied. Anyway, I > put a huge proportion on financials and property, as you can see I'm seeking > the most defensive sector in this 2H08 (refer to Marcello's post), Last week, the switching from Commodity to Bangking sector is still happening, but the OUTFLOW fom Commodity sector is greater than the INFLOW to banking sector. So the is a NET REDEMPTION from BEI. Check this Fund Flow graphics: http://www.invest2000.net/ihsgflow.png Pada graphic terlihat: - IHSG jatuh lebih dalam dibanding Fund Flow dari tgl 11/8/08 sampai hari ini. Ini berarti IHSG jatuh karena faktor SENTIMEN, yaitu jatuhnya harga minyak dan bukan semata FUND OUTFLOW. but IF > cmdty stocks fall way beyond my valuation, I might increase it back. > > Unlike traders I just can't put them in 100% in cash. That's why they're > called Actively Managed Funds. > > (It's funny, somehow some ppl looks smarter and talks much that he used to. > It's traders psychological trait, the more you make analysis, the less > you're trading. It's a sign that most player here are staying away from the > market which also indicates that the bottom is near, and somehow I know > hendrik was not trading what he was saying... roflmao just kidding,..) > > Well all I know that this year crude oil will be back to 80, fed stays at > 2.00, ID int. rate will be 9.75, PO futures below 2000, N McCloskey below > 100, generally everything will be down before they start to rebound, > obviously, and Yudoyhono will win the election for the 2nd time. > > I won't respond to any of your argument cuz it's not happening yet. Arguing > the future is stupid. ^_^ > > As for Bakrie Group, we just don't like to invest our fund to someone we > can't trust. (it feels like telling your pet dog to guard your sausages, you > just KNOW it won't work..lol) > > Happy Independence Day, I wish IDX will shine again and everyone is > wealthier next year. > > Elaine** > * > 2008/8/17 jsx_consultant <[EMAIL PROTECTED]> > > > --- In obrolan-bandar@yahoogroups.com, "hendrik_lwww" > > <hendrik_lwww@> wrote: > > > > > .... > > > salah satu kelamahan BALANCING adalah > > > newbie akan bingung mau CL apa tidak > > > > Jangankan Newbie, embah aja BINGUNG mau ikut pak Halim atau > > Macquire. Yang manasih yg BENER ??? Jangan jangan kedua > > dua nya salah dan yang bener adalah yang punya TP MODERAT > > tidak kerendahan dan tidak ketinggian. > > > > Member senior 'punya' tanggung jawab ama yg yunior, AT LEAST > > untuk tidak memberikan posting yg bernuansa 'TERROR', berikan > > mereka info yg WAJAR (meskipun embah yakin pak Halim dan > > Macquire merasa SUDAH memberi info yg WAJAR meskipun angkanya BEDA > > SELANGIT). > > > > Sehingga para Newbie at least akan merasa FIT (tidak stress) > > untuk membuat DECISION: Cutloss, HOLD, BUY atau Average down. > > > > Jika mereka STRESS, mereka tidak akan bisa membuat keputusan > > YG CORRECT, karena FEAR akan lebih dominan daripas logika... > > > > Kalo soal benar atau salah sih MASALAH LAIN karena salah satu > > dari SENIOR diatas AJA akan SALAH, apalagi yg newbie...hehehe.. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > ------------------------------------ > > > > + + > > + + + + + > > Mohon saat meREPLY posting, text dari posting lama dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > > + + + + + > > + +Yahoo! Groups Links > > > > > > > > >
