Category: Money tips Release Date: 2006-09-27
Morning and arrived in office, not to replace a rain-soaked clothes, find any to sit down, the Boss came on holding a newspaper, and said that an essay to look at. Often billed as Yi Qiao, the article is entitled "The theme of investment worries," the author is a fund Investment CEOs. Article by an Indian indigenous people the story of the winter to prepare firewood for the near future in order to Binhai New Area as its representative, "rampant," the theme of investment, mercilessly carried out a cynical. After reading the article, could not help laughing, knowing that the paper purposely pointed, in a word floating in my mind: the value of the bubble is a bubble battle theme!
Earlier this year, a media interview, director of the Fund's investments, said the market a number of so-called "defensive" stocks were trading as high as 20-30 times on the grounds that the performance of these stocks the next one to two years 20% -30% growth, but the mature the market given the same high price-earnings ratio, you need the next five years the average annual growth rate should be 20% -30%, so we created this defense, known as the "do not understand the essence, only the learned appearance," and asserted that "defense Sexual bubble "will burst. This kind of statement may make a lot of heavily loaded with consumer stocks and commercial stocks and other "anti-cycle" fund variety of uncomfortable, which naturally also includes the writing "the theme of investment worries" in this fund. Recently, the "Binhai New Area," advocating for the most enthusiastic, and it is the beginning of criticism "defensive bubble" in what the fund. Write "the theme of investment worries" in this fund, as the new starting size of the Fund issued a record high, the company leapt into the forefront of domestic fund companies, but criticized the "defensive bubble" in what the Fund, has been location of place among China's oldest fund companies, this concept of war, there is a faint Rookie Challenge fund industry and the taste of the old leader would be quite as fun. You say "defensive bubble" inevitably burst, and I say you are "theme investment" as ridiculous as Indian chiefs. You come to my people go, saliva flying, all that they were upholding is the "investment right way", your stuff is "heresy." Kicked some melee, in the end, the bubble has dissipated, leaving only a pile of saliva yard field.
There was an organization to invite a joint research Tibet Da Huoer mining industry, our company's researchers believe that the amount of mining in Tibet are increasing, it is still difficult to support the current stock price, not the railroad a pass, the performance can be up to. We do not intend to send people to participate in the joint research. Offshore Oil Engineering invited for a meeting, it is estimated the project is to make a statement on the Fan Corner to reassure institutional sentiment. We send people to attend the meeting. For Sea oil project, there are also differences within our party, and some say to wait and see, observe the negative impact of consequences; Some said that the company will not change the short-term bad long-term value, short-term negative impact on the time, it is a good time to buy . Own "good fully expect a significant rise after bad" very afraid, if not the company has a special understanding of the development trend of the company has a special sure grasp, is not in the bad impact of the initial decline in the buying . So, own no interest in Offshore Oil Engineering.
Shenzhen Airport heavy volume up, in order to re-look at the right price, has closed at a record high. An investment, sometimes as loan sharking, provide a temporary relief of less icing on the cake the more so since the Shenzhen Airport, it is enough momentum, no matter what the reasons behind it, we must give it a hand, so he bought some, fuel can be considered to join in . Guojun out a report, lowering the JAC rating, it is bad mood.
