ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. › ValueBuddies.com › Discussions on Value Investing v
CIMB Singapore Strategy: We are in a safety bubble!

CIMB Singapore Strategy: We are in a safety bubble!

Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Dividend Warrior Offline
Senior Member
****
Posts: 591
Threads: 4
Joined: Apr 2013
Reputation: 5
#11
20-05-2013, 07:25 PM
(20-05-2013, 06:33 PM)cfa Wrote: Hot ice kachang ?

Fried ice cream......Tongue
My Dividend Investing Blog
Website Find
Reply
Temperament Offline
Posting Freak
*****
Posts: 3,474
Threads: 95
Joined: Jul 2011
Reputation: 17
#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.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Find
Reply
LionFlyer Offline
Senior Member
****
Posts: 534
Threads: 16
Joined: Dec 2010
Reputation: 7
#13
20-05-2013, 08:18 PM
Famous last words.
You can count on the greed of man for the next recession to happen.
Find
Reply
NTL Offline
I am a Freak!
*****
Posts: 1,045
Threads: 5
Joined: Nov 2012
Reputation: 6
#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: ... ...
Find
Reply
Muck Offline
Member
***
Posts: 221
Threads: 3
Joined: Jul 2012
Reputation: 3
#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.
Find
Reply
KopiKat Offline
Tikam Buddy
*****
Posts: 1,889
Threads: 5
Joined: Feb 2011
Reputation: 15
#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
Luck & Fortune Favours those who are Prepared & Decisive when Opportunity Knocks
------------ 知己知彼 ，百战不殆 ；不知彼 ，不知己 ，每战必殆 ------------
Find
Reply
CityFarmer Offline
Moderator
*****
Posts: 9,841
Threads: 711
Joined: Mar 2012
Reputation: 64
#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
“夏则资皮，冬则资纱，旱则资船，水则资车” - 范蠡
Find
Reply
pianist Offline
Posting Freak
*****
Posts: 2,808
Threads: 170
Joined: Sep 2010
Reputation: 1
#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?
Find
Reply
NTL Offline
I am a Freak!
*****
Posts: 1,045
Threads: 5
Joined: Nov 2012
Reputation: 6
#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.
Find
Reply
Wildreamz Offline
Long-term Investor
*****
Posts: 1,508
Threads: 29
Joined: Jan 2013
Reputation: 33
#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.
Find
Reply


Forum Jump:


Users browsing this thread: 4 Guest(s)