Skip to main content

Posts

Showing posts from May, 2010

Buy & Hold?

Hi Dali,
Sorry to trouble you. One of my readers ask me about these questions. I don't spend much time on stock analysis, but you do. Here is what he wrote to me:
Hi K C,

Thank you very much for your interesting and informative write-ups. I really enjoy reading them.

Is buy and hold (say 5 to 10 years) workable in Malaysian stocks?

Is it possible to sieve out 10 stocks among the thousands listed in Bursa Malaysia that can
1. still survive and prosper in the next 10 years
2. gain 15% a year compounded
3. need the least supervision (say half-yearly review)?

You are the best person to give him your insights. If possible, you can reply this email or just post the answer on your blog and I will link to it in my newsletter and blog post.
Hope to hear from you soon.
Thank you.

regards,KCLauhttp://kclau.com



My View: Buy and hold does not work in Malaysian market, and thanks to the globalisation effect, buy and hold does not work for global equity markets as well. Markets are now interconnected. …

Standard & Poor's Views On Sovereign Debt

FinanceAsia: Standard & Poor's answers some of the most frequently asked questions about what potential impact the credit situation in Europe may have on Asia's economies and sovereign ratings.| 28 May 2010



Worries over the credit standing of a number of eurozone sovereigns have driven their funding costs up significantly over the past few weeks. The deteriorating conditions prompted the eurozone members and the IMF to approve a €110 billion ($135 billion) rescue package for Greece on May 3.

The downgrades by Standard & Poor's Ratings Services of Greece (BB+/Negative/B), Portugal (A-/Negative/A-2), and Spain (AA/Negative/A-1+) on April 27 and 28 have spurred numerous questions about the impact of developments in the eurozone on Asia's economies and sovereign ratings. Here are some the more frequently asked ones and our answers.

Do you expect a widespread deterioration of sovereign creditworthiness globally?
The picture of sovereign risks across the world isn't …

No Need For Words!

Quality of Living worldwide city rankings 2010 – Mercer survey

The 2010 Mercer Quality of Living Survey is based on 39 criteria, including political, socio-economic, environmental, health, education, and transport. In Mercer's eco-city ranking list, Calgary in Canada has taken out the top spot followed by Honolulu in the United States. The only Australian city to make the top ten in the eco-city rankings is Adelaide in seventh position. Criteria for the eco-city ranking include air pollution, traffic congestion, water availability, waste removal and sewage treatment.

Vienna retains the top spot as the city with the world’s best quality of living, according to the Mercer 2010 Quality of Living Survey. Zurich and Geneva follow in second and third position, respectively, while Vancouver and Auckland remain joint fourth in the rankings. Mercer conducts the ranking to help governments and multi-national companies compensate employees fairly when placing them on international assignments. The rankings are based on a point-scoring index, which sees…

Possibly The Best Concert Show By The Most Under-Rated Musician

Last night I met Leslie Loh at Champs as he had to pass me the JZ8 cds I ordered. Then he started to rave to me about a concert DVD by Lowell Lo Koon Ting, and how I must get to watch it. I paused, and then I said "Fuck you Leslie, do you ever remember reading my blog... I have fucking posted it as possibly the best concert show..." So, anyway we had a good laugh. Yes, Lowell is one talented, passionate and under-rated artiste that the world always seem to lack in. I have played the 4 DVDs almost once a month every month since October and it still tears me up. Get it if you are in HK, maybe Rock Records still have it.

-------------------------------


25 September, 2009


If you can, try and grab hold of this 4DVD concert pack by Lowell Lo Koon Ting. Highly under-rated singer and composer. The 2008 concert was called 2050 and thanks to the respect accorded to him by his peers, he managed to invite highly illustrious fellow artistes to share the stage with him. Lee Jun Sing is one,…

Marketocracy Portfolio Updated - May 26, 2010

Further updates to Salvador Dali Mutual Fund (SMF) at Marketocracy. Beating the S&P500 by 33 percentage points since inception.

http://malaysiafinance.blogspot.com/search?q=marketocracy

SMFm100 S&P 500 DJIA Nasdaq
recent returns vs. major indexes BeatingTodayMTDQTDYTDSMF0.81%-10.50%-8.33%-3.24%S&P 5000.04%-9.37%-7.94%-2.98%DOW-0.23%-8.56%-7.28%-3.47%Nasdaq-0.12%-10.06%-7.69%-2.45%
recent returns RETURNSLast Week-4.66% Last Month-12.18% Last 3 Months-1.27% Last 6 Months1.77% Last 12 Months19.79% Last 2 YearsN/A Last 3 YearsN/A Last 5 YearsN/A Since Inception22.22% (Annualized)11.57% S&P500 RETURNSLast Week-5.53% Last Month-11.62%