29-08-2012, 06:24 PM
(29-08-2012, 05:37 PM)godjira1 Wrote: Dear valueinvestor,
I guess its a question of perspective. The s-chip debacle is both a boon and a bane to the value seeker. I think there are now sufficient lowly priced stocks listed in singapore with superficial coverage or dragged down by general apathy towards small caps/illiquid caps.
And the situation will not last forever (the fraudulent stock will delist eventually, the flight to safety in terms of yield seek and big caps will end) so i for one see this as positive time to increase holdings.
IMO, the time to pick up S-Chip is depend on the moment i am running out of comparable non-S-Chip stocks.
If i can find comparable under-value non-S-chip stocks, there is no reason to invest on S-Chip. Ultimately due to nature of setup, S-Chip is bearing higher risk than non-S-Chip. I am able to find comparable non-S-Chip now.
But if the good S-Chip's price fall into an attractive level to justify the risk, then it is the other story

“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡