tag:blogger.com,1999:blog-28021668.post3133042029448134462..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: Musicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-28021668.post-76500223584863508162009-04-10T18:53:00.000+08:002009-04-10T18:53:00.000+08:00Tx. Will publish it on this Sunday and of course p...Tx. Will publish it on this Sunday and of course provide a link to yr blog and credit the authorship to u.<BR/><BR/>can u email me an updated portfolio of yours, cos people wld like to see what u own. Tx!Unknownhttps://www.blogger.com/profile/04490439139936720038noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-12155238733635441172009-04-07T23:10:00.000+08:002009-04-07T23:10:00.000+08:00Hello Mr. CT Leong,Yes, please. Thanks for linking...Hello Mr. CT Leong,<BR/><BR/>Yes, please. Thanks for linking the article back to my blog.<BR/><BR/>Regards,<BR/>MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-36100448855782331182009-04-07T22:56:00.000+08:002009-04-07T22:56:00.000+08:00Hi musicwhiz, can i reproduce yr article at www.ne...Hi musicwhiz, can i reproduce yr article at www.nextinsight.com.sg?<BR/><BR/>best regards<BR/>CT LeongUnknownhttps://www.blogger.com/profile/04490439139936720038noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-68975452437154567012009-04-04T22:49:00.000+08:002009-04-04T22:49:00.000+08:00Hi Akatsuki,Haha I would prefer to learn from othe...Hi Akatsuki,<BR/><BR/>Haha I would prefer to learn from other peoples' mistakes instead of learning fro my own ! In that way, at least I can save some money in the process.<BR/><BR/>But note that a company may be a good company to purchase at the correct price, and not at an overhyped price. For example, Tat Hong would be too expensive at $2-$3, reasonable at $1+ and a good buy below $1 (just an example !). So one must use the market price and compare it to the value a company will bring in future, and see if there is any margin of safety.<BR/><BR/>Regards,<BR/>MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-17848315340745045492009-04-04T14:07:00.000+08:002009-04-04T14:07:00.000+08:00Phew, lucky none of my S-shares under ur over hype...Phew, lucky none of my S-shares under ur over hyped up list. <BR/><BR/>Well even if it did, i mean mistake must be made in order for me to learn and become a sucessful investor heeChlorophyll Inchttps://www.blogger.com/profile/14216258429478884397noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-36872658317432248822009-03-31T08:01:00.000+08:002009-03-31T08:01:00.000+08:00Hi Ricky,It really depends on the company in quest...Hi Ricky,<BR/><BR/>It really depends on the company in question, but yes most of them have very thin margins.<BR/><BR/>One good exception would be blue chip contract manufacturer Venture Corporation, though right now they are also facing some headwinds.<BR/><BR/>For me, I prefer to avoid manufacturing unless I really see good margins of a sustainable competitive edge.<BR/><BR/>Thanks,<BR/>MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-66067496348494743552009-03-31T08:00:00.000+08:002009-03-31T08:00:00.000+08:00Hi LP,Haha well sometimes even if one uses "foresi...Hi LP,<BR/><BR/>Haha well sometimes even if one uses "foresight", there may be people who are disbelieving due to either their mistaken impression of growth, or else just because of plain hype. But I do agree that in general, forward knowledge of the health of a business is not an easy task. It requires one to have knowledge of not just the industry but the details of the company's operations itself, as well as the Management Team.<BR/><BR/>Yes, some dud companies can go ahead and list during a raging bull market. It's up to investors to open their eyes to spot the obvious duds.<BR/><BR/>Regards,<BR/>MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-31617465928596370462009-03-30T19:05:00.000+08:002009-03-30T19:05:00.000+08:00Manufacting sector seems to have very thin margins...Manufacting sector seems to have very thin margins which can be easily squeezed if costs rises up. Can consider as dud? :)Rickyhttps://www.blogger.com/profile/18410941051849870875noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-78296444328515453252009-03-29T22:50:00.000+08:002009-03-29T22:50:00.000+08:00Hi mw,On hindsight, it's easy to tell which are th...Hi mw,<BR/><BR/>On hindsight, it's easy to tell which are the duds. The difficulty comes when you want to predict which are the duds before they happen...alas, not so simple anymore. <BR/><BR/>That being said, there are some companies that are duds when they listed, duds a few years after they listed and possibly going to be duds long in the future :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.com