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2014年4月8日

選舉

1. 泰國、烏克蘭和台灣都曾經在舉行民主選舉期間出現動亂。
2. 香港舉行全民普選。
3. 所以香港都會動亂,因此不要普選。
提出這個所謂論據阻止香港實行全民普選的人,係咪當香港人是傻的?

2014年4月7日

氣氛

香港的氣氛比兩三年前差了很多,有人話而家好好,起碼有得食有得住有工返,也有基本公民自由。也有人說這是虛假的繁榮,很多人買唔到樓,通脹嚴重。我看未來香港人的自由只會越來越少,同大陸睇齊。大陸對香港的殖民計劃十分成功,這幾年了解到大陸統戰的招數,看來真的要部署一下。

2012年2月16日

運氣

㸃解有d人咁好彩,靠投機、內幕消息,就俾佢搏到幾百萬。有d人,hea下hea下,又坐到個perm位。係咪就係「好彩」一個詞可以解釋?我d「好彩」咁去哂邊?成日俾個xx寸同怨,就快瘋了。

2010年1月5日

new office

「o拿,你o岩o岩來我地個office,記得睇熟我地本office manual呀。」
「咁本office manual o係邊度可以搵到?」
「o我,o係office intranet度。無hardcopy。」
「但係我未有user account o番...」
「根據office practice,最快兩個禮拜就開到 ga la...」
「...」

2009年2月4日

私人網誌?

近日一d睇開的blog,變了所謂「私人網誌」。

有個投資網誌,個網主睇落幾好人,又有東氏老人家的文章,但其後變了「私人網誌」,我曾經查詢如何加入,但答覆竟然係要附上真實姓名(呢個都可以俾)、年齡(有何關係? 18歲以下唔俾睇? 65歲以上有半價?)、職業(同睇blog有何關係? 無業人士唔俾睇?)、電話號碼(oh no! 我唔想再收多d叫人借錢的電話)、email address...

嘩大佬,呢d係個人資料,係私隱,點可以隨便俾人知?

我都有私人日記,但我唔會叫人來睇。

如果真係私人的東西,唔該收埋喺自己個夾萬度再加多兩三把鎖,唔好好似果d yahoo牌紙箱放喺街邊然後貼張紙在上面話「係呀我有嘢睇但唔俾你睇哈哈哈」...

2008年10月10日

胡思亂想...

呢d時間千祈唔好計身家縮水了多少,要以貨為本,盡量儲多d貨,幾年後再算。

不過話時話,而家買貨,有d似倒水落海的感覺,要有以貨為本為心態才能克服難受的感覺。

股市幾時見底,無得估,俾人估到果個就唔係股市,唯一可以估到的係最低會係零。

未來經濟會點差法,息率走勢,匯率有何變動,都係無得估,留番俾d聰明人繼續豬up,唯一可以估到的係最差就係回到石器時代以物換物。

2008年5月4日

豬骨與豬扒

呢個世界,除了牛扒、雜扒、豬扒等等之外,還有一種東西叫做豬骨…

豬骨其實週圍都有,很易見到,價格亦都很低…

豬骨沒有什麼味道,因為通常都很老,起碼有四十至五十年…

但是,豬骨可以改製成「豬骨煲」,一旦變成豬骨煲,身價即升幾倍,以最近市價為例,豬骨每斤賣2000 – 3000蚊,但豬骨煲每斤可以起碼賣7000 – 9000蚊,有d包裝得好的豬骨煲可以賣成過萬蚊一斤…

因此,現在有部分人士,看上了豬骨的發水潛力,開始收集豬骨…

收集豬骨,其實是一門極為專業的生意,豬骨的部位,直接影響將來成為豬骨煲的機會,好食的部位,一早已經被人買咗,再炒高…

如果唔識情況,以為買咗一件靚豬骨,點知原來係一件沒有潛力的貨色,一套牢就要坐好多年…

所以,唔好只係睇見d豬骨煲賣得咁多錢,就以為豬骨一定好值錢,以前社會普遍知識程度比現在低,但是現在豬骨市場多了很多專業公司參與,其實比豬扒市場更加專業,唔知頭唔知路踩隻腳埋去更加危險。

2008年5月3日

雜扒與牛扒

鍾意食牛扒,就去林sir介紹果間食;鍾意食雜扒,就去其他blog友介紹果間食。

總之自己分析一下自己口味和腸胃適合食牛扒定雜扒...

2007年10月25日

又係雜記

好似好耐冇寫,但其實去咗Facebook寫...

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1. 渣打銀行 (24.10.2007)

Standard Chartered Bank (2888) is good alternative to those expensive banking stocks in China. Almost all of its earning come from Hong Kong, Korea, India, SE Asia and Middle East. The profit growth is about 15% in the past few years. The management is solid. The company is skillful in M&A deals. A good company with bright prospect. The price is not expensive now at about $250 - $260. Stupid people may feel that the share price is very high, but in fact the expected P/E ratio for year 2007 is only about 16 to 17, and the P/B ratio is about 2.7. Quite reasonable for a bank in emerging markets. The market cap is about US$ 300 billion, much lower than HSBC and other Chinese banking stocks. The dividend rate is about 2%. The size of one lot (手) is only 50, so the price for 1 lot is only about $13000, much lower than HSBC (5) which is about $58000. I have studied this bank for sometime and relevant news can be found in my blog:

http://wheel-co-news.blogspot.com/search/label/%E6%B8%A3%E6%89%93%E9%8A%80%E8%A1%8C

This stock does not perform very well in the past few months. Because most money in the market rushed to buy Chinese stocks. But in long term I guess this stock can generate good return. I even speculate that Stanchart will outperform HSBC in the future in term of stock investment, because Stanchart is actively conducting M&A, which is following the path of HSBC in 1970-1990's.

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2. 新聞透視之全民皆股 (19.10.2007)

Watch 新聞透視 yesterday evening, talk about 全民皆股. The programme interviewed a guy called himself (other stupid people called him?) 元朗股神. Can't see any special ability from his interview. Only an active speculator. Also interview a blogger called...(之後內容唔出得街)

Feel a bit uneasy after watching, but I only hold good businesses and they were bought at low price. Need some careful review for further action, or non-action...

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3. Crash of Bubble (7.10.2007)

I guess the bubble will grow to HSI 38000, then the bubble will burst and HSI will fall at least 50% to 19000. When HSI reach 19000, it will be safe to divide the money into three parts and buy chips at different stages. It will be good to buy more if the price falls further. At that moment, people will be hesitate to buy stocks because the market will be full of pessimistic news. Those stupid people will then wait and wait and miss that good chance. Check if I can guess correctly...

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4. Alibaba

The whole family of my wife (father-in-law, mother-in-law, grandma-in-law, aunt-in-law...) applied for IPO of Alibaba. Of course they don't know what the business of the company is. My father-in-law said Alibaba is "鬼佬搶錢". Horrible!!! 全民皆股!!! Red Alert!!!

2007年10月3日

雞金

買雞金要預埋錢買雞糠,買埋雞糠之後,原先d錢就得番雞碎咁多,賣雞金俾你d雞農就餐餐有雞肶食,仲可以每年問你收錢聲稱繼續買雞糠,d雞每年生的雞蛋都未夠買雞糠,原先買雞金諗住養雞的到頭來得番一條雞毛掃。只好用條雞毛掃”fit”自己問點解當初咁騰雞唔直接買隻雞養要走去買雞金。