把小部份mpf轉去bond fund
股票繼續持有
2011年11月19日 星期六
USA consumption stocks
點解美國經經濟咁差，但wal-mart,
actually from high end to low end, many USA consumption stocks are very strong, isn't it very strange when we are in bear "market"?
so far, my guess is the low ended good companies are good in economic bad times, like 大家樂。and the high ended companies are good because of the growth of Asian market. so it explains why the former is stronger in these weeks
actually from high end to low end, many USA consumption stocks are very strong, isn't it very strange when we are in bear "market"?
so far, my guess is the low ended good companies are good in economic bad times, like 大家樂。and the high ended companies are good because of the growth of Asian market. so it explains why the former is stronger in these weeks
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