The Capricorn Effect and May Sell-off

[KopiKat]

I had read Peter Lynch book. He has a slightly different approach vs WB. Although he endorses "value investing" as WB, but he uses different approach with different type of stocks. Dividend stocks typically fall under his "Slow Growers" and "Stalwarts" categories. His way is to "rotate" Slow Growers and Stalwarts stocks to achieve higher gain.

After digested Peter Lynch approach, one feasible way is to sell if sufficient gain achieved. You can buy back other "Slow Growner" and "Stalwarts" stocks when their price is right. There is no rule saying you have to buy back the very same stock.

With sufficient number of Slow Growner and Stalwarts stocks in your watch-list, it is more likely to buy back stock ready with the right price to avoid lose of fixed income via dividend

Just my 2 cts

Yup! That forms the cornerstone of my current approach! I'm from this unorthodox sect, neither here nor there. Value Investors see me as a Trader ; Traders see me as a Fundamentalist... Sad... No place to call home... Hee..

Having said that, Peter Lynch is more focussed on 'Cyclicals', 'Turnarounds' & 'Hi-Growth' for his multi-baggers. That part, I don't have the kung-fu to follow..

[orang]

I had read Peter Lynch book. He has a slightly different approach vs WB. Although he endorses "value investing" as WB, but he uses different approach with different type of stocks. Dividend stocks typically fall under his "Slow Growers" and "Stalwarts" categories. His way is to "rotate" Slow Growers and Stalwarts stocks to achieve higher gain.

After digested Peter Lynch approach, one feasible way is to sell if sufficient gain achieved. You can buy back other "Slow Growner" and "Stalwarts" stocks when their price is right. There is no rule saying you have to buy back the very same stock.

With sufficient number of Slow Growner and Stalwarts stocks in your watch-list, it is more likely to buy back stock ready with the right price to avoid lose of fixed income via dividend

Just my 2 cts

Nice touch on Peter Lynch.

At the end of the day much depends on the growth strategy each investor adopts.

An ideal approach could welll be a 4-5% dividend yield plus a capital gain to arrive at a total returns which depends on type and weightage of portfolio allocation

[Temperament]

Cyclical are for the "Brave Ones". Like NOL, if you have the spare to take the risk you can make 2 to five times.

[KopiKat]

Cyclical are for the "Brave Ones". Like NOL, if you have the spare to take the risk you can make 2 to five times.

I subscribe to Warren Buffett school of thought where mostly, 'Risks comes from Ignorance'. If you are familiar with the Shipping Cycle and Shipping Stocks or you're as good as Peter Lynch in identifying cycles, the risks won't be that high. If you go buy NOL without any knowledge, then ya, you are indeed taking a lot of risks. Where money (especially a large sum) is concerned, you're most welcome to call me a coward! I think I'll stare at BDI or some other indicators, allow NOL to bleed more, let more Shipping cos. go bust,...etc. before I even consider taking any 'risks'...

[Temperament]

I had read Peter Lynch book. He has a slightly different approach vs WB. Although he endorses "value investing" as WB, but he uses different approach with different type of stocks. Dividend stocks typically fall under his "Slow Growers" and "Stalwarts" categories. His way is to "rotate" Slow Growers and Stalwarts stocks to achieve higher gain.

After digested Peter Lynch approach, one feasible way is to sell if sufficient gain achieved. You can buy back other "Slow Growner" and "Stalwarts" stocks when their price is right. There is no rule saying you have to buy back the very same stock.

With sufficient number of Slow Growner and Stalwarts stocks in your watch-list, it is more likely to buy back stock ready with the right price to avoid lose of fixed income via dividend

Just my 2 cts

Yup! That forms the cornerstone of my current approach! I'm from this unorthodox sect, neither here nor there. Value Investors see me as a Trader ; Traders see me as a Fundamentalist... Sad... No place to call home... Hee..

Having said that, Peter Lynch is more focussed on 'Cyclicals', 'Turnarounds' & 'Hi-Growth' for his multi-baggers. That part, I don't have the kung-fu to follow..

Ha! Ha! At least you think you can be either one. i think i don't belong anywhere. So maybe like one of our favourite local salad dish, "ROJAK", that's where i belong, lol. And i love to eat rojak even though i have "IBS"-serious, no joke!

[orang]

I had read Peter Lynch book. He has a slightly different approach vs WB. Although he endorses "value investing" as WB, but he uses different approach with different type of stocks. Dividend stocks typically fall under his "Slow Growers" and "Stalwarts" categories. His way is to "rotate" Slow Growers and Stalwarts stocks to achieve higher gain.

After digested Peter Lynch approach, one feasible way is to sell if sufficient gain achieved. You can buy back other "Slow Growner" and "Stalwarts" stocks when their price is right. There is no rule saying you have to buy back the very same stock.

With sufficient number of Slow Growner and Stalwarts stocks in your watch-list, it is more likely to buy back stock ready with the right price to avoid lose of fixed income via dividend

Just my 2 cts

Yup! That forms the cornerstone of my current approach! I'm from this unorthodox sect, neither here nor there. Value Investors see me as a Trader ; Traders see me as a Fundamentalist... Sad... No place to call home... Hee..

Having said that, Peter Lynch is more focussed on 'Cyclicals', 'Turnarounds' & 'Hi-Growth' for his multi-baggers. That part, I don't have the kung-fu to follow..

One can always allocate say 5% to make life more interesting.

I get hell of a kick doing that

[CityFarmer]

I had read Peter Lynch book. He has a slightly different approach vs WB. Although he endorses "value investing" as WB, but he uses different approach with different type of stocks. Dividend stocks typically fall under his "Slow Growers" and "Stalwarts" categories. His way is to "rotate" Slow Growers and Stalwarts stocks to achieve higher gain.

After digested Peter Lynch approach, one feasible way is to sell if sufficient gain achieved. You can buy back other "Slow Growner" and "Stalwarts" stocks when their price is right. There is no rule saying you have to buy back the very same stock.

With sufficient number of Slow Growner and Stalwarts stocks in your watch-list, it is more likely to buy back stock ready with the right price to avoid lose of fixed income via dividend

Just my 2 cts

Yup! That forms the cornerstone of my current approach! I'm from this unorthodox sect, neither here nor there. Value Investors see me as a Trader ; Traders see me as a Fundamentalist... Sad... No place to call home... Hee..

Having said that, Peter Lynch is more focussed on 'Cyclicals', 'Turnarounds' & 'Hi-Growth' for his multi-baggers. That part, I don't have the kung-fu to follow..

After participated in this forum, and watching the expert i.e. Kopikat's approach on dividend stocks. I am starting to feel that maybe more productive approach available. I use to be "die-hard" long term investor like others in this forum. Never sell if the company remain as good

To further convinced myself, i had read Peter Lynch book. I spend 2 days to go thru "One Up On Wall Street" several time, and starting to believe it is feasible.

KopiKat is my mentor on this "rotating" approach

[Temperament]

Cyclical are for the "Brave Ones". Like NOL, if you have the spare to take the risk you can make 2 to five times.

I subscribe to Warren Buffett school of thought where mostly, 'Risks comes from Ignorance'. If you are familiar with the Shipping Cycle and Shipping Stocks or you're as good as Peter Lynch in identifying cycles, the risks won't be that high. If you go buy NOL without any knowledge, then ya, you are indeed taking a lot of risks. Where money (especially a large sum) is concerned, you're most welcome to call me a coward! I think I'll stare at BDI or some other indicators, allow NOL to bleed more, let more Shipping cos. go bust,...etc. before I even consider taking any 'risks'...

The biggest risk to me is in case "TOOMUCHSICK" abandons NOL for any reason. Or NOL takes donkey years(8 to ten, 3 to 5 maybe tolerable) to be profitable again. In other words NOL may be just too much for "TOOMUCHSICK" to bear the burden for Singapore anymore.

[KopiKat]

After participated in this forum, and watching the expert i.e. Kopikat's approach on dividend stocks. I am starting to feel that maybe more productive approach available. I use to be "die-hard" long term investor like others in this forum. Never sell if the company remain as good

To further convinced myself, i had read Peter Lynch book. I spend 2 days to go thru "One Up On Wall Street" several time, and starting to believe it is feasible.

KopiKat is my mentor on this "rotating" approach

Wah.. I better stop posting too much of my nonsense in case someone gets seriously hurt and loses $$...

In your case, I believe your kung-fu is at a higher level than mine, based on your postings, especially on stocks I don't even dare to touch, so, ya, I don't see any problem there..

[CityFarmer]

After participated in this forum, and watching the expert i.e. Kopikat's approach on dividend stocks. I am starting to feel that maybe more productive approach available. I use to be "die-hard" long term investor like others in this forum. Never sell if the company remain as good

To further convinced myself, i had read Peter Lynch book. I spend 2 days to go thru "One Up On Wall Street" several time, and starting to believe it is feasible.

KopiKat is my mentor on this "rotating" approach

Wah.. I better stop posting too much of my nonsense in case someone gets seriously hurt and loses $$...

In your case, I believe your kung-fu is at a higher level than mine, based on your postings, especially on stocks I don't even dare to touch, so, ya, I don't see any problem there..

Thanks for the compliment. One of your kung-fu in properties market esp. the mall rental biz, is always highly regarded in this forum.