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Totally contrarian because....

On 17 Nov 2010, HSI -478.56, 2.02% to 23,214.46....

looking around, apart from old rumours new flows, nothing really new. It's as if, meeting an old girlfriend on the street, what is really going to strike my mind would be;"ok! at least she is still around after broke out with me".

This is precisely the same situation in the market, what so big deal about those old rumours when you are so sure about the macro trend along the way,some old rumours that totally no sense of humour like an old girlfriend is to be seen either here or there occasionally, but it is an ex..... Grasp the trend tight and enjoying a totally contratian advantage of being able to be one step ahead than others.....(If I got it right)

Long is the calling. China property stock is in totally shit positions, let's go to buy some shits and sell as good as the gold price later.

Cheers !
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Contrarian

小时候读的“伟论大理”,很多都是半明不解,到现在方有一点点的共鸣。

成功绝非偶然!


成功者所有的那一份自信,肅靜面对前路的暴风狂雨,

一切决定都是那么的坦然,仿佛一切都在于掌握之中。

当全世界都不看好时,他行动了!
当世界都满怀信心时,他放弃了!



Note:
Two theories applied;
(1) Every season has a reason
(2) Sell on good news & Buy on bad news (blue chip)

On 1 March 2010;
Sold China Mobile at HK$ 77.45……high was $77.80

On 4 March 2010;
Bought China Mobile at HK$73.10…..closed at $72.85

What’s next, waiting for its listing on SSE news flowing in….tentatively should be around second quarter of 2010.
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