Between the 'firm-foundation' theory and 'castle-in-the-air' theory :p 2011/7/27 positif01 <[email protected]>
> ** > > > Hmmm...nanti dulu, "High Gain, High Risk" adalah salah satu jargon klasik > perencanaan finansial yang menjadi mitos keliru selama ini. Mayoritas > menganggapnya sudah sebagai suatau 'taken for granted truth'. > > The truth is, when you are trading well and understanding well principles > of trading in the market, then you know bahwa tinggi-rendahnya resiko tidak > ada hubungannya dengan 'gain'. Tinggi rendahnya resiko bergantung kepada > otoritas penuh pengambil resiko, bukan tergantung market. Siapa bilang high > gain 8%, resikonya -50% juga? > > Pernah mendengar 'cut loss'? That is the key. Resiko tidak di tangan > market, resiko di tangan Anda sendiri. Yang menyebabkan Anda menderita 'high > risk' karena Anda membiarkan resiko. Itulah sebabnya dalam diskusi yang > membahas siapakah 'gambler/speculator', traders atau 'investors' (capital > gain), salah satu legenda Wall Street trader, Jesse Livermore, mengatakan: > > "Investors are the big gamblers. They make a bet, stay with it, and if it > goes wrong, they lose it all." > > Sementara, salah satu legenda Wall Street investor, justru mengatakan: > > "The word speculator comes from the Latin 'speculari', which means to spy > and observe. A speculator, therefore, is a person who observes and acts > before [the future] occurs." > > Ironis, karena sesungguhnya 'gambler' di pasar finansial itu adalah > (capital gain) investor, dan bukan trader. Karena yang berani memegang saham > dengan harga terus menurun dengan argumen jangka panjang (kecuali > insider/intermediate pull back) itulah yang sedang 'berjudi'. Sementara, > traders yang aktif memantau dinamika harga porto-nya dan sigap memotong > kerugian, justru yang sebenarnya penuh kalkulasi dan tidak mengandalkan > 'insting' judi pada waktu. > > Bukan begitu atau begitu bukan?:d > > '+' > > On Wed, Jul 27, 2011 at 2:03 PM, jsx_consultant < > [email protected]> wrote: > >> ** >> >> >> HIGH GAIN tentunya HIGH RISK .... >> >> Kalo engga mau nanggung resiko silahkan EXIT karena MARKET >> sudah masuk DANGEROUS ZONE... >> >> Yg jantungnya kuat dan berani bear resiko lebih tinggi dengan >> bermain DIKETINGGIAN dengan imbalan HIGH Reward, silahkan >> JALAN TERUS ... Toh kaki bisa nginjek rem kalo diperlukan ... hehehe. >> >> >> --- In [email protected], highwaystar91@... wrote: >> > >> > Artinya apa sih Mbah? Bahaya kah?? >> > >> > -----Original Message----- >> > From: "jsx_consultant" <jsx-consultant@...> >> > Sender: [email protected] >> > Date: Wed, 27 Jul 2011 06:47:34 >> > To: <[email protected]> >> > Reply-To: [email protected] >> >> > Subject: [ob] BBNI 46 Re: BBRI overweight- Morgan Stanley update (July >> 2011) >> > >> > Brother +, >> > >> > UNTR dan BBNI udah 7% dua duanya, ini MOTOR GESIT bukan >> > TRUK ...hehehe >> > >> > >> > --- In [email protected], "jsx_consultant" >> <jsx-consultant@> wrote: >> > > >> > > Brother + jangan cuma pake MS doang, yg lain juga bagus bagus >> > > buat PEMBANDING... >> > > >> > > Ini JPM buat ASRI, hasilnya VERY GOOD... ASRI now = 425 >> > > >> > > - http://www.obrolanbandar.com/pllasri.png >> > > >> > > >> > > >> > > --- In [email protected], positif01 <positif01@> wrote: >> > > > >> > > > Well, you do not follow steps which leaves trace, and someday you >> would >> > > > easily say, "They do not practice what they preach!". >> > > > >> > > > '+' >> > > > >> > > > On Wed, Jul 27, 2011 at 1:16 PM, jsx_consultant < >> > > > jsx-consultant@> wrote: >> > > > >> > > > > ** >> > > > > >> > > > > >> > > > > Brother + kok engga pernah pake research DBS, DBS kasih >> > > > > target 5000 buat BNII .... >> > > > > >> > > > > BBNI sekarang 4400 .... what do you think about this DBS ?. >> > > > > >> > > > > >> > > > > --- In [email protected], positif01 <positif01@> >> wrote: >> > > > > > >> > > > > > Dalam post kami seminggu lalu, kami paparkan secara ringkas >> prospek dan >> > > > > > 'price target' dari 3 top Indo banks (BBCA, BBRI & BMRI). >> Sebagian >> > > > > miliser >> > > > > > banyak bertanya langsung, bagaimana dengan BBNI. Untuk itu, kami >> nukilkan >> > > > > > grafik 'price target' (PT) terbaru dari both, Morgan Stanley >> (MS) & >> >> > > > > Goldman >> > > > > > Sachs (GS), tentang BBNI. >> > > > > > >> > > > > > BBNI 2011 price target is done: GS & MS (Chart below) >> > > > > > >> > > > > > BBCA: MS PT: Rp7,700, well done! ( >> >> > > > > > http://groups.yahoo.com/group/saham/message/126457) >> > > > > > BBRI: MS PT: Rp7,700 ( >> http://groups.yahoo.com/group/saham/message/125709 >> > > > > ) >> > > > > > BMRI: MS PT: Rp7,850, well done! ( >> >> > > > > > http://groups.yahoo.com/group/saham/message/125697) >> > > > > > >> > > > > > *Chart 1*: MS PT on BBNI: Rp4,012 - well done! >> >> > > > > > [image: MS on BBNI (July 26).gif] >> > > > > > >> > > > > > *Chart 2*: GS PT on BBNI: Rp 4,300 - well done! >> >> > > > > > >> > > > > > [image: GS on BBNI (July 26).gif] >> > > > > > >> > > > > > '+' >> > > > > > >> > > > > > On Fri, Jul 15, 2011 at 3:49 PM, positif01 <positif01@> wrote: >> > > > > > >> > > > > > > For your reading pleasure over the weekend. Morgan Stanley >> (MS) July >> > > > > update >> > > > > > > on Bank Rakyat Indonesia overweight in Indonesia bank equity >> universe >> >> > > > > (See >> > > > > > > Attachment 1). Have a nice weekend! >> > > > > > > >> > > > > > > On June 27, BBRI was added to MS Asia GEMs Focus List to >> accompany ITMG >> > > > > > > (see our post on May 31 ( >> > > > > > > http://groups.yahoo.com/group/saham/message/119427)). Focus >> List of >> > > > > > > GEMs/APxJ consisits of 20 selected stock each which are >> screened from >> > > > > MSCI >> > > > > > > Emerging Market Index (21 countries) and MSCI AC (All Country) >> Asia ex >> > > > > Japan >> > > > > > > Index (10 developed and emerging market country indices: >> China, Hong >> > > > > Kong, >> > > > > > > India, Indonesia, Korea, Malaysia, Philippines, Singapore, >> Taiwan, and >> > > > > > > Thailand). >> > > > > > > >> > > > > > > Note MS: >> > > > > > > >> > > > > > > June 27: "Focus list change: We are adding PT Bank Rakyat >> Indonesia >> > > > > > > (BBRI.JK, Rp6,400, O) and removing Formosa Plastics Corp ( >> 1301.TW, >> >> > > > > NT$96, >> > > > > > > O) from our APxJ and GEMs Focus List." >> > > > > > > >> > > > > > > Indo banks: >> >> > > > > > > >> > > > > > > BRI most preferred, Danamon least. Danamon remains most >> vulnerable >> > > > > > > to increased funding pressures, in our view. >> > > > > > > >> > > > > > > Attachment 1 (BBRI overweight/buy list): >> > > > > > > [image: MS BBRI (July 2011).gif] >> > > > > > > >> > > > > > > '+' >> > > > > > > >> > > > > > >> > > > > >> > > > > >> > > > > >> > > > >> > > >> > >> >> > >
