Yanlord Land Group

[cfa]

Aberdeen dumped another 2+ million shares today!

Dont try to mislead our buddies here , they sold on 29/01 , but NOT TODAY !
The more they sell , the more the share price will go up !
Aberdeen very stupid , sold at 1.01 only .
Now share price 1.07 .

[Thaddy0103]

I find it a mystery why the selling or buying of a stock,by a fund,be a factor in investing.
?????

[chialc88]

I find it a mystery why the selling or buying of a stock,by a fund,be a factor in investing.
?????

I'm not vested in Yanlord because it's a china stock (ok, I know I know it's not really true but it's too hard for me to understand at this moment).

Back to the topic of following a fund.
I'm very sure there is a name for this holy grail (try google).
I'm a keen follower of Aberdeen (not very successful recently due to bear market).

My new/latest follower is WB (specifically his IBM purchases).

I think if a guru think that a particular stock is good, that served as a minimum qualifications for me.

A simple VB example.
Let's says CF thinks that CMP is good and you know what's his entry price.
Suppose, CMP fundamentally did not change much (in fact better stories) and yet it's stock price sold down by 30% of CF entry price.

Shouldn't you keen to investigate more on CMP?

Love Compassion

[cfa]

""" it's a china stock (ok, I know I know it's not really true but it's too hard for me to understand at this moment). """"

Hi Chia lc ,

Please help to enlighten what did you mean ""a China Stock and hard for you to understand at this moment ? "' Thanks

[chialc88]

ai yo. relax bro.

nvm, let me try.
let's says a piece of meat that looks like fish meat and taste exactly like fish meat does it make it a fish meat?



Love Compassion

[Thaddy0103]

Hi bro,
I do know where you are coming from
Tbh when I start looking at a stock,I alway try to see who are the top 20 shareholders,this is so not just to have a gauge but also to set a few guidelines for myself.
One of the guidelines I set,for example, is to filter out any analysis done by any of the fund who are a substantial shareholder on the basis of being biased.
The reason why I make the earlier remark is because I find that the reasons why a fund pull out of a counter can be of many variations such as capital flow,declining stock fundamentals,etc...
The underlying fundamental of a fund is to maximize its return within a certain budget, just like we will within our's.
Ultimately we bought a stock because of multiple beliefs,it is better we hold on to that beliefs as long as nothing drastic happen to shake it
VB is good in a way it force you to re-look your convictions if someone else managed to find some info that could have been mis-look.
A fund pulling out should only make you question why it is doing so and not a cue to follow suit.

[cfa]

""
let's says a piece of meat that looks like fish meat and taste exactly like fish meat does it make it a fish meat? ""

Does this kind of analogy serve any purpose in VB ? What is the substance relating to fundamentals of investing in Yanlord ?

[valuebuddies]

It seems to me that posts from either party are not "fundamental" related, right CFA?

[chialc88]

I apologies if I'm had exceeded VB.com limit.

Moderator, you might want to remove my post if you felt so too.

I have nothing to say.

Love Compassion

[CityFarmer]

I apologies if I'm had exceeded VB.com limit.

Moderator, you might want to remove my post if you felt so too.

I have nothing to say.

Love Compassion

No problem. The post is at worst, irrelevant, but I believe I understood your point.

"a piece of meat that looks like fish meat and taste exactly like fish meat does it make it a fish meat? " means a S-Chip, look like a local company, and operate exactly like a local company, but does it make it a local company?

Am I right? 

Regards
Moderator CF

Disclaimer: It doesn't imply I agree with chialc88 assessment