Category: Money tips Release Date: 2006-05-07
This year, the Pharaohs have to focus on stocks are Jahwa, the more shares the sea, two needles and so on, basically no hand can be hot topics to discuss. However, his approach has been quite as robust and effective, who can say it inappropriate for the Pharaoh has always been cautious habit of independent thinking has become shareholders later, after several years of setbacks, greater risk awareness, while the likes everything Sato became his habit to avoid the risk of "protection", but also profits the past few years there is always a magic weapon. However, his own experience is not confidential, that put it simply is a thorough grasp of a few stocks.
Pharaoh said he has established a dynamic stock pool, which shares no more than 20, but the general concern Zhizuo. A period of time, he will be elected from the dynamic pool, stock no more than five stocks, the composition of the stock selection pool, this is what he said to "thorough understanding" of the object, he often can take months or even a year's time devoted to track this a few stocks from their prospectus, calendar year periodic report and the interim announcement, the media interviews with company executives, brokerage companies and their researchers to the industry, research and rating reports, stock analysts point of view, and so, almost all can be collected The material must be easily seen, and then analyze the impact of the stock trend factors, fathom out the appropriate time. His heart with no distraction, though sometimes short positions, but the stock will come from to buy selected stocks tank; when the selected phase or the stock is too large or are forced to liquidate, he will take them out for this purpose selection of the stock pool, and then consideration has added a new, but the pool house of the stock is still not more than five. The considerable amount of time he shares in this pool is only a selection of stock, which means that this time, he either did not buy, buy on only prepared to buy the stock, we can see its stock selection of the "harsh" level of .
Exceptionally strong because of risk awareness, Lao Wang Zuo Gupiao have "a few non-election": loss of shares, ST shares not vote for, the management poor credit records, were ordered to condemn the stock exchange rectification or not vote, was optimistic about a number of funds stocks do not choose, because trendy themes touted stocks not stand. He is quite a favorite, is already supported by performance and capacity expansion and new projects ready for implementation will be icing on the cake of the stock, or benefit from the industry, the economy has not yet been fully excavated, but the stock can also be based on "ugly duckling" image appears, but potential decent stock.
Broader market in July last year, near the 1000-point occasion, Pharaoh, and once bought a big cold modest stake that the company as the nation's largest industrial refrigeration equipment, industrial manufacturers, is also the largest exporter of refrigeration complete sets of equipment, with China's industrial refrigeration equipment industry, the only well-known trademarks, its affiliated joint venture technology leader in the world is very competitive. And the company's performance and stability for several years, dividend payout ratio is high; its chairman and general manager Zhang and many years in office management experience. The stock was less than the price of 3 yuan, down nearly 1 per share net asset dollar can be described as a serious underestimate, so, since the 3 yuan Pharaohs will begin to buy large stake in the cold, after a two-month stock rose nearly 50 %, the gains were twice over the same period, Pharaoh profit of money. Then tape down shocks, large cold-shares have been above the line in half a year to run, Pharaoh continued to follow the stock, until it transform into G shares up. Almost simultaneously with the large stake in the cold, Pharaohs, another goal is to buy concentrated fruit juice industry, leading the country to vote in Shandong, saw in the main is its size advantage to dominate Asia, the domestic consumption in the context of a huge demand potential, Nestle, etc. well-known partner status, a strong financial position, etc. As a result, until now stock a selection of stocks is still one of the Pharaohs.
