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CIMB Singapore Strategy: We are in a safety bubble!

CIMB Singapore Strategy: We are in a safety bubble!

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Dividend Warrior Offline
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#11
20-05-2013, 07:25 PM
(20-05-2013, 06:33 PM)cfa Wrote: Hot ice kachang ?

Fried ice cream......Tongue
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Temperament Offline
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#12
20-05-2013, 07:27 PM
Safety bubble? Is there such a thing? Suppose you buy Singtel when it reaches $5.60 in a few weeks / months time, ( fundamentally nothing changes in company); then you are really in a bubble but definitely not safe . May I also start a new term? You have bought Singtel @ bubbled prices.
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LionFlyer Offline
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#13
20-05-2013, 08:18 PM
Famous last words.
You can count on the greed of man for the next recession to happen.
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NTL Offline
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#14
20-05-2013, 09:09 PM
(20-05-2013, 06:33 PM)cfa Wrote: Hot ice kachang ?

Recalling few years back at a dessert stall...

Man: Auntie, 我要 ice kacang, 冷的.
Stall Assistant: 我们只有卖冷的 ice kacang.
Man: ... ...
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Muck Offline
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#15
21-05-2013, 12:06 AM
(20-05-2013, 01:04 PM)Bibi Wrote: I think the analyst is referring to safety as in those shares which have predictable earnings and yields. And these type of shares is in a bubble state now.

M1, Starhub, SingTel, banks etc... are shares with predictable earnings and yields and those shares are hitting new high. Thats why the term "safety" bubble.

I interpret it the same way that Bibi does. It's not an oxymoron. Although I don't put much weight in analyst opinions, I think there were a few uncalled for remarks on this one.
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KopiKat Offline
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#16
21-05-2013, 08:33 AM
(21-05-2013, 12:06 AM)Muck Wrote:
(20-05-2013, 01:04 PM)Bibi Wrote: I think the analyst is referring to safety as in those shares which have predictable earnings and yields. And these type of shares is in a bubble state now.

M1, Starhub, SingTel, banks etc... are shares with predictable earnings and yields and those shares are hitting new high. Thats why the term "safety" bubble.

I interpret it the same way that Bibi does. It's not an oxymoron. Although I don't put much weight in analyst opinions, I think there were a few uncalled for remarks on this one.

OMG! The current bull market has lulled many into complacency. They have become too lazy to check the facts before they jump into conclusions...Tongue
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#17
21-05-2013, 10:19 AM
(21-05-2013, 08:33 AM)KopiKat Wrote:
(21-05-2013, 12:06 AM)Muck Wrote:
(20-05-2013, 01:04 PM)Bibi Wrote: I think the analyst is referring to safety as in those shares which have predictable earnings and yields. And these type of shares is in a bubble state now.

M1, Starhub, SingTel, banks etc... are shares with predictable earnings and yields and those shares are hitting new high. Thats why the term "safety" bubble.

I interpret it the same way that Bibi does. It's not an oxymoron. Although I don't put much weight in analyst opinions, I think there were a few uncalled for remarks on this one.

OMG! The current bull market has lulled many into complacency. They have become too lazy to check the facts before they jump into conclusions...Tongue

"Jump to conclusion" is dangerous both for investments and engineering works, complacency is one key reason. Starts each investment or engineering work with a "freshie" mindset is one way to tackle the danger...

A share of opinion, not a comment on the responses of the article. Big Grin
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pianist Offline
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#18
21-05-2013, 10:52 AM
if even safety stocks has become bubble as said by this analyst, what else did he recommend that we should buy ah?
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NTL Offline
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#19
21-05-2013, 01:25 PM
(21-05-2013, 10:52 AM)pianist Wrote: if even safety stocks has become bubble as said by this analyst, what else did he recommend that we should buy ah?

He says:

Our index top picks are DBS, Thai Beverage, UOL, GLP, Capitaland and ST Engineering. Our non-index picks are SATS, Tat Hong, Biosensors, Courts Asia, Ezion and Vard. For sectors, we raise financials to Overweight and telcos and REITs to Neutral. We chop commodities and transport back to Underweight.
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#20
21-05-2013, 10:42 PM (This post was last modified: 21-05-2013, 10:43 PM by Wildreamz.)
What they meant is, there is relatively too much optimism in high yield stocks (aka defensive stocks, ie "safety" stocks). Thread carefully.

My take is, always go for stocks with the lowest price to value ratio, skip the overpriced/fairly-priced shares altogether.
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