i ja sam, pa ne pišem bajke za malu djecu, iako bi mogao s obzirom na talent i netalent nekih s foruma

I ja sam 100% u dionicama. Jedino što sam ja prilikom kupovanja ipak gledao fundamente.
Na oprez pozivam jer ne bih htio da se ponovi onakva panična korekcija, koja drugi puta pitanje da li bi bila zaustavljena.
Kome od nas odgovaraju drastične i ireverzibilne promjene u negativnom smjeru? Totalni gubitak povjerenja u tržište i da se burza godinama ne oporavi? A to nam po mom skromnom mišljenju opet prijeti ako se ponovno napuše špekulativni balon. Jedina razlika je što sad domaći fondovi, koji su jedini odlučili podmentnuti leđa imaju manje sredstava.

best case scenario po mom misljenju kao laika je da idemo polako gore par mjeseci (na ledjima HT-a, INE, Adrisa).. fondovi skupe milijardu dvije kesa, i uz stagnaciju polako kupuju.. znaci tipa 20ak posto prinosa sljedece godine i onda opet mozemo napuhati u 2009..

Evo kako ulagati:

tko voli manje rizik: HT i INA jednostavno, o drugim dionicama neću jer koja god vrijednost bude svi viču podcijenjeno, što nije istina, nego je krdo ludo, pa se čovjek izgubi i ne zna gdje mu je kraj, pa zaboravi na fundamente i nastane propuh

ono što je na našem tržištu očigledno to je što se pred izlazak finan. izještaja, neovisno kakvo bude namjerno dižu cijene, recimo VDKT-R-A dizalo se u nebesa kako bi do dolasku lošeg izvješća cijena se vratila ali barem 20-30% veća prije tog porasta (s 3000 – 4700 – 3600), tu je i INGRA, ista stvar i ima ih još puno.

Na taj način ne samo da dionice ne mogu pojeftiniti nego svakim novi izvještajem sve su skuplje neovisno da li je dobro ili nije.
Tako možemo konstatirati da je jako mali broj fundamentalno podcijenjenih dionica, one koje bih se usudio sada kupiti je HT bez uzrujavanja, dok većina drugih je čista špekulacija, brza kupnja, hvaljenje na forumu i brza prodaja.

K tome treba dodati da će biti veća potražnja za rasutim teretima (JDPL), a da će se smanjiti za tankerima (ATPL). Uz to JDPL ide u dokapitalizaciju čime će JDPL ostvariti najveći rast.

Čiste gluposti,vi kolega neznate ni kakve brodove imaju ova dva brodara,”a da ce se smanjit za tankerima(ATPL)”,a slučajno nemaju nitijednog tankera nego 15 brodova za rasuti teret+novogradnje,
a jadroplov ima SAMO 5 brodova za rasuti teret..
Imam obadvije dionice al po meni ATPL je puno bolja kupnja

preporučam nagraditi se za dio ovogodišnje zarade bilo putovanjem, autom, jahtom, kućom, stanom, vikendicom, ženskom, djetetom, bungee skokom, ribičijom…

tko što voli i može! [thumbsup]

ja ću si kupit puricu,nema se,teška vremena..[proud]

a mlince? [tongue]

Dec. 10 (Bloomberg) — Stocks worldwide will advance next year as central banks reduce borrowing costs to extend the fastest streak of global economic growth in three decades, equity strategists at Lehman Brothers Holdings Inc., Bank of America Corp., JPMorgan Chase & Co. and Deutsche Bank AG said.

Ian Scott, managing director for global equity strategy at New York-based Lehman, said the FTSE World Index will return 13 percent in 2008. Mislav Matejka, JPMorgan’s top European strategist in London, forecast a 10 percent rise in the MSCI Europe Index. Thomas McManus, chief investment strategist at Charlotte, North Carolina-based Bank of America, expects the Standard & Poor’s 500 Index to climb 8 percent, while Deutsche Bank’s Binky Chadha predicted a 9.7 percent gain in the index.

The strategists join their counterparts at Goldman Sachs Group Inc., Citigroup Inc. and Bear Stearns Cos. in predicting stocks will keep rallying even as profit and economic growth slow. The S&P 500 has climbed in eight of the 10 years the economy expanded less than 1 percent over the past 60 years, data compiled by Bloomberg show. Six of those increases coincided with periods when the Federal Reserve cut interest rates.

“We retain our bullish bias,” Scott said during an interview. “We expect equities to perform well in 2008 despite slower growth in GDP and earnings. It is typical for multiples to expand when central banks are easing.”

Valuations, Rate Cuts

Strategists say low equity valuations and interest-rate cuts will boost share prices in 2008 even as the U.S. housing recession and tighter credit restrain economic growth and earnings.

The S&P 500, a benchmark for U.S. companies with a median market value of $13.5 billion, has gained 6.1 percent this year through Dec. 7. A rally next year would be the sixth in a row, the longest stretch since an eight-year gain from 1982 and 1989.

Central banks are reacting to prevent losses from bad U.S. home loans from hurting the broader economy. The Bank of England last week cut its key interest rate, and the U.S. Federal Reserve may follow tomorrow, according to economists polled by Bloomberg.

Scott estimates that the S&P 500 will probably end next year at 1,630, 8.3 percent higher than last week’s close.

Thomas McManus, New York-based chief investment strategist at Bank of America’s securities unit, today predicted the S&P 500 will end 2008 at 1,625. McManus advised investors to wait for the index to slip to about 1,425 before buying stocks.

Cohen, Levkovich

Scott and McManus join Abby Joseph Cohen, 55, Goldman Sachs Group Inc.’s chief strategist in New York, and Tobias Levkovich, their 46-year-old counterpart at New York-based Citigroup Inc., in predicting gains for the S&P 500. Scott’s call comes even as he forecast so-called operating earnings are likely to decline in 2008 versus this year.

A 5 percent growth forecast for S&P 500 earnings next year “will probably prove too high if a recession should develop, which we fear is more probable than the consensus of economists is predicting,” McManus wrote in a report distributed today.

The FTSE World Index may climb 13 percent, Lehman’s note said.

An earnings slowdown won’t stop the MSCI Europe from rising 10 percent in 2008, Matejka, JPMorgan’s head of European equity strategy, wrote in a report today.

12.5 Times

The price-estimated earnings ratio for European equities may climb to 12.5 times, from about 11.7 times currently, Mislav Matejka, JPMorgan’s head of European equity strategy, wrote in a note to investors dated today. The London-based strategist forecast profit growth of between 6 percent and 7 percent in 2008.

Lehman, the fourth-biggest U.S. securities firm, expects the FTSE 100 Index in the U.K. to gain 16 percent including dividends, and the FTSE Europe excluding U.K. to return 12 percent. Scott recommended investors managing a global fund to have a preference for Asian and Ja

malibu:
”

Ispričavam se svim čitateljima za pogrešne informacije o ATPL-lapsus (ili drugi naziv koji stvarno ne znam). Ali istina je da forumaši zaobilaze temu dokapitalizacije JDPL, zbog koje će dionica porasti jako, jako.

Ajmo ispocetka. Jel ti pricas o dokapitalizaciji ili privatizaciji? Ako je dokapitalizacija od kud ti ta ideja?

Opet trač o dokapitaizaciji JDPL, hoče li više netko iznjeti nekakav konkretan argument o toj temi i pojasniti od kuda mu ta ideja ili čemo i dalje ostati na ovakvim izjavama?

Volio bih znati[pray]