Wednesday, July 16, 2008
POLITICAL RISK 2
I have written a post in May 17th (Political Risk-Cut or Hold) to alert all on the political risk we face in Malaysia. Since then I have cut half of my stock.
Unfortunately or fortunately I have run earlier, the Political Drama turn to the ugly side, Anwar has been arrested today by Police ( or UMNO Govt).
Just to be cautious, this is NOT the End but just a Beginning for the Worse depend on the political development in next few weeks.
WILL KEADILAN MOBILISE IT'S SUPPORTER TO CHALLENGE UMNO ?
WILL THE CONFRONTATION BETWEEN UMNO & KEADILAN GETTING OUT OF CONTROL ?
The bad news for investors is; ON TOP OF OUR OWN INTERNAL PROBLEM, There is the EXTERNAL GLOBAL BEAR MARKET.
CASH IS KING .
The Value Investor is waiting for this down trend to hunt for Good Value Stock. If you apply the Concept of Margin of Safety, buy a good fundamental stock at 'CHEAP' price, you will be rewarded in the long run.
BUT YOU BETTER BE SURE THAT YOU KNOW HOW TO DETERMINE WHICH COMPANY IS A 'GOOD FUNDAMENTAL STOCK' & WHEN IT'S CONSIDER 'CHEAP'
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3 comments:
Time to be more alert....good advice! thanks and keep updating.
KC,
Will you be going to ICAP's AGM?
Giap Seng
Yes! I am taking this opportunity to hear TTB's view on INVESTMENT.
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