Category: Money Tips Date: 2007-03-23
"Niugu is my creation, I do not buy that it would not l; I do not throw, it will not fall!" Created from 8000-800000000 compound investment growth myth Linyuan, investors yesterday and Guangzhou "Dialogue China shares God" exchange at the Yujingsizuo, winning applause. His investment philosophy is more to investors, leaving much to ponder - "I only buy as I know, can be settled accounts of the company's stock only did that bottom of the investment."
"Worth" billions of Linyuan actually has been coming out recently in Guangzhou, by the newspaper, finance, and Shenyin 927 Jiangnan Avenue, Guangzhou Sales Department's "Dialogue China stocks God" event, in person to investors to explain his investment philosophy , so a lot of people feel strange, or even questioned. Exchange meeting, Mr Lin's answer was frank: You may not believe me, but you can also go to my accounts of the nine sales department to fight alone. I just to put my investment criteria investment criteria to become one of the market to test my investment philosophy. I say let the market where the future stocks, it would have gone up that day.
Lin Yuan's "appetite" may be great, but after listening to his investment philosophy, each investor will be found, and similar to Buffett's investment in the Road of the Department.
Only buy can "be settled accounts" company Linyuan tracking research on listed companies are legendary.
Although the Lin Yuan a year to 300 million of their own prepared research expenses listed companies, but he was worth, but also to spare no effort to listed companies, research, open general meeting of shareholders, or to feel admiration for many investors.
At one time, in order to obtain a dialogue with China Vanke Wang Shi of the opportunity, he bought 24 million shares of Shenzhen Vanke; order to understand the Erie shares, he is to stay for two weeks in Hohhot, not for the company secretaries to directorate pledging to proceed to ensure the performance of the animals but went to the major mall, personally research Erie milk sales.
"If I can be settled within three years the profitability of a stock, they will buy. Each to buy a stock, I would on a monthly basis to track the company's financial status on a regular basis, including telephone consultation, personal research, to attend the general meeting of shareholders, etc. way. "" I bought the stock in general do not lose money within 12 months, the worst case scenario is just to double within three years. "This is the entire exchange process Linyuan say most words.
Linyuan said that he was a timid man, so that bottom Zhizuo trading. He was an investment risk for each ability to control access to investors in their unanimous approval.
Shanghai airport is the latest example. Shanghai Airport share price is still around 12 yuan when Linyuan heard that the company should be issued put warrants and the exercise price of 13.6 yuan, his first reaction was a strong buy. The only reason the word: security. "Companies can not come up with 7.7 billion to walk right" he was convinced that, "This is what I invest in Shanghai Airport's 'bottom', and now the money as long as I'll buy one." "Bull = leading + small-cap stocks "Linyuan buy stocks is not the market index to see, he just individual stocks. Quoting him, saying: "Buy in a leading high-growth small-cap stocks and shares, and when all the bull market." Indeed, three years ago, when he picked Maotai, Wuliangye, Yunnanbaiyao and copper are copper and other stocks, is to his "worth" the greatest contribution of the stock. In that the long bear market, the Linyuan the joy of enjoying a bull market: Guizhou Moutai rose eight-fold Yunnanbaiyao, copper is copper, also Yiqijuechen, Linyuan account the number of people every day in the event of incredible variable. "Moutai the most for me one day earn more than 1 billion! Does not earn most of my stocks." Linyuan arrogant enough capital, the market for 17 years, he has a compound growth rate of close to 100%.
"Stock allocation nothing more than a low price-earnings ratio, high dividend blue chip stocks and the leading small-cap stocks with high certainty," Linyuan suggest that investors, "but by the year 2008, an increase of the strongest companies will appear in the bank section. "Linyuan does not come from nowhere, and his results of field research to investors in Guangzhou suddenly see the light: From the fourth quarter of 2005 was the development of the banking industry inflection point, with an average performance increase of 25%. With China Merchants Bank, for example, its Beijing branch in 2005 profit of 1 million yuan per capita, Jiangsu and Zhejiang region branches per capita reached 700,000 yuan of profits.
"I have seven principles of stock-picking" "I stock picking will be in the low price-earnings ratio, high dividend stocks and the certainty of leading blue-chip high-selected small-cap stocks, but the financial indicators, I still have my set of standards." Linyuan financial indicators are seven criteria: earnings per share is not less than 0.3 yuan; net profit of not less than 70 million yuan; gross margins above 20%; the net return on assets of 15% or more; cash flow, adequate (preferably book has more than 100 million fund); accounts received in advance as possible; dividend rate of 5% to 6%.
"I'm optimistic about the industry in my using these criteria to search for a valuable company, long-term follow-up. But there is no time to do this work for investors, I suggest that China's stock market from the top 20 most profitable companies go looking for . "Linyuan recommendations.
Little bits of information: At present, Linyuan stock configuration, Maotai, Wuliangye, Yunnan Baiyao, China Merchants Bank, Tongdu Copper accounted for 95%; the remaining 5% Ma Ying-lung, respectively, G daughter, G Lijiang, G Huangshan, sky-oriented, new cast horn. He is currently also buy G Shanghai Airport (600,009 market, information, advice, more).
