Monday, June 10, 2013

Know well the company you invest in, not the numbers

To be able to have a peace of mind in the business of investing, the most important thing is to invest in a company you know very well.

1. You know that the company's product or service will be in demand anyway,
2. you know that the company will still be around tomorrow,
3. you know that the company staff or employee will still be happy to work in the company,
4. you know that the company customer will still be happy to be with the company
5. you know that the supplier of the company will still eager to work with the company
6. you know that the company finance is very healthy with no debt problem in whatsoever economy condition it become.

Only look at company with outstanding growth and track excessively close the financial numbers is not the way for investing. This will only create stress and disrupt your peace of mind.



Sunday, June 9, 2013

New exciting blog introduced to all of you!

Would like to introduce a blog I discovered today. It is "Observatory" by Ken Segall, the author of "Insanely Simple, The obsession that drives Apple's success." The link is placed in "My Blog List" in my blog.


Yeah, I am big Apple fan, not merely by its products like iPhone, iPad, iPod or iMac, but more of its culture, its style, the thinking and value in Apple corporate world and its employee. I admire the company. Whether is it coming to introduce new innovation is not the primary concern, but the culture that stimulate innovation that is really matter, and Apple still the old Apple when Steve Job alive. It only create quality, simplicity, artistic, detail defined product and only intend to sell to people who value those qualities, not to anyone. I am really proud of Apple.

Friday, June 7, 2013

Missing the boat

Just finish study 1 company, and found the prospect is very interesting going forward, and still undervalue despite rapid surge recently. Planned to buy the next day, and was transferring the money into brokerage account yesterday. Today the price surge another 10% but still my money isn't in the brokerage account yet.

This type of situation is frustrated.
Rerating stock is very hard to chase. Although I know there is still plenty room to the target price, but watching the margin shrink so fast is frustrated. If the margin is not wide enough for me by the time I am able to buy it, I may drop it and consider missing the boat.