機神哲學，思入風雲

以故德國「機神 」Andre Kostolany (投機的機) 曾說過以下的話：「金錢讓我獨立，對我而言，這是健康之外最大的特權。」筆者絕對同意。他又說：「 世上有三種人，工作的人、思考的人和無所事事的人，真正的投機家是思考的人，但很多人卻認為他們是不用工作的人。」筆者也絕對同意。筆者已成為一個投機者，也是愛思考的人。思考的人要思考，也要生活。於我來說，思考的人要生活簡樸，思入風雲。這原自日本的《思考人》雜誌 (考える人) 的座右銘 －Plain Living，High Thinking。

現在看一看筆者以前推介的股票成績如何。

On 20 May I said, 'it's now the golden opportunity to accumulate 272 (Shui On Land), now traded at just above $3.00. Buy as much as you can......' 20 May day-low was $2.95. You can sell it at the range of $3.55 and $3.70 on 21 June. That's about 1 month you make a return between 18.3% and 23.3%. Admittedly I suggested selling 272 at $3.34 (return 11.3%) and swapped it for 1766 on 27 May (see below). You should make more to stay on.....

On 27 May , I said, 'now 273 is $ 3.34 and 1766 (CSR) $ 5.30. Technically 1766 is a buy and 272 is not so sure how far it can go up.....Strategically we should do a switch.' On 12 July, you can sell it at between $6 and $6.18 (12 July was not the recent high - 14 July was, but I think it reached my target of $ 6 and it triggered a sell). You make a return of between 13.2% and 16%.

On 22 Jun, my view was '1766 has come to a point that we need to sell. I still can't find anything as good as 272 or 1766 for swapping. But 393 (Glorious Sun) a retailer focusing on the Mainland market, appears to be workable within my theory. You can sell 1766 and swap to 393. Let's see how it goes.' 393 was traded between $2.89 and $2.98. On 23 Jul, 393 showed a 3 White Soldiers pattern - closing at $3.02. I will see how it goes hereafter.

On 5 Jul, I bought 2823 (iShares A50) at $11.42 and on 7 July, another lot at $11.62. Now 2823 is traded at about $12.80 (return on paper being +/-10%). I will wait as Shanghai A Shares are strengthening and there's no hurry to sell.

On 6 Jul, I mentioned I had just got dividend from 667 (Hannstar Board). 'It happens that it reaches a point worth buying. Best price is $1.55. But anything below $1.6 is good.' 667 was traded between $1.58 and $1.63 and last trading day (23 Jul) it closed at 1.64. If you bought at around $1.6, it is now breakeven. Think it should go up to around $1.69 with the current pattern this stock demonstrates (5.6% profit).

從見底轉勢，可以從我上述的理解中看出一二。現在筆者要做的怎樣看由高位轉勢了。

Happy Investing!