Category: Money tips Release Date: 2007-04-28
Looking for the next round of "stands out"
This bull market is the biggest difference with the usual bull market that lies in the differentiation of individual stocks is very serious. "Up to heaven, or you can Shimoji." The two coexist in the same bull market, which makes "28" phenomenon intensified. As a result, selection of individual stocks, looking for the next round Quotes of "stands out" is an adjustment period of the "compulsory." So, how to find "stands out"?
First of all, is to find a positive correlation with the yuan appreciation of the stock. Investors may focus on banking, real estate and other plates. Of course, it must satisfy a condition Quotes in the preceding paragraph did not appear in skyrocketing, such as the best non-ferrous metal stocks to avoid. Banking stocks in particular. Appreciation of the renminbi is one of the most benefit from the plate, but the broader market in the pre-washed off wins crumbling in much the performance of bank shares, while the bank stock valuations are not high enough. Adjust the market conditions in the broader market, bank stocks are low-risk asset allocation variety.
Second, is the industry's leading shares. In general, strong start-up phase should be the first of these leading stocks rose, even though at first the poor performance of leading stocks, with the theme of low-priced speculative stocks but turns a small jump, but the quality of leading shares is bound to catch up later, or else , it means that the current of the stock market is likely that a speculative rally, not for long. Third, the shares of the outstanding shares of reform. Because stock prices are expected to change on the existence of, according to the average level of 10 to send three theory, taking into account the part of the ex-dividend factors, at least 20% there is room for more, now more G-Unit in the stock to resume trading on the first day but did not ex skyrocketing, and more up to more than 60%, no shares of stock with the right to change it with a very handsome investment value.
Fourth, mergers and acquisitions section. Can be said that the acquisition and efficient environment to ensure the quality of listed companies is a long-term positive. The short term, the acquisition is expected to more obvious speculation the company will face, this is the recent large rise in the stock ST direct cause. However, information disclosure is not yet very clear the current circumstances, subjects can be acquired in advance to find stocks for individual investors is more difficult. Fifth, in the cap, lower growth for some companies. Such as new energy resources, IT and other plates in the front or the stock is not obvious.
Transition from scattered holdings are relatively concentrated ownership, "not putting all their eggs in one basket, and optimistic about it." This is a well-known investment community risk diversification thesis. But everything should be a degree of stress in the "cattle long bear short" Quotes in fragmentation are also at risk. Thus, where the majority of small shareholders, the proposed concentration of select 23 stocks held, the one between the long-ming, on the stocks of very familiar and easy to master at high buy low, back and forth to do post skills. Secondly, Quotes, once turned hostile and have time processing. Of course, the concentration of ownership is a precondition: Unit not choose, no performance Zhuanggu do not choose, a good performance but the share of rigid do not choose the same stock.
Short-term speculation into the middle lane holding "NIU Chang-Bear short" the market for a real investment value of stocks, their basic investment strategy: holding. As long as no confirmation has not changed the market environment, there is no pattern out of the bull market, even in the adjustment phase, do not throw the stock. And every drop is precious buying opportunity, up on the do not have to ignore it. Do not think that stock prices can throw up a lot of stock. In a real strength in the stock price up that could rise, so, so rose to the extent you can not believe. If the rise of the middle of throwing a number of profit shares, unless you do not buy or convertible, in general, you will cut out a deserved profit. Therefore, leave the market, do not care about the gains and losses short. After a period of time before we take a look again after the autumn of reckoning. When that happens, you will be surprised to rise to it, they will certainly lament thrown if every day staring back.
Switch to equity funds to sell shares According to statistics, in this round of Quotes, the open-end fund returns from the worst performance over 35%, the investment open-end fund, the money to the experts to take care of would be a good idea. Because, due to lack of expertise, research beyond the limitations and the lack of clarity in the future to see all the disadvantages of the decision of the majority of medium and small investors can only be done within a three-step "from running", rather than training well-established fund to be good at "long-distance running." What, then, why not take the ride on the Fund to make a "long-distance race" mean? As a result, the large uncertainties and the Fund in a period of adjustment facing Huanchou, select the number of new issues, and small-cap open-end funds and has been successfully Huanchou funds may well be appropriate.
Prepared to fund new and old shares shake up the rear of the new shares will be designated to become a key object of speculation, not only because of the quality of new shares has increased, more importantly, the domestic stock market culture in the concept of this epoch-making must show off their capabilities. In China's stock market there is a strange phenomenon, any "innovation types," just-do, as long as the first one on the always sought after by the market is bound to usher in incredible gains rate. Thus, it is foreseeable that, in the IPO after the restart, the first under the new and old to determine only the tradable shares is bound to be stir-fried in the proceeds of new shares should be considerable. "Buy shares to profit from." Institutional investors, which has become the hottest topic right now. That being the case, the small investors it not also to try his luck?
