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The way I see it., page-33

  1. 66 Posts.
    I have a question,
    when people list their sentiment as buy... what on earth do they mean?

    When my (real world) sentiment is buy I do, then I have more and with that its a bigger risk as its then a larger fraction of the portfolio, the sentiment for me personally given my now larger holding, it becomes hold again. AKA I always personally have a hold sentiment.

    A Buy sentiment cant be what you would think if you had none, as then sentiment cant be "hold" as you would be saying what you'd think if you had none.

    Basically i cant see how I am ever going to have a sentiment other than hold for a stock I own any of.
    (As if its buy or sell i wont be messing around posting on Hottcopper, but be busy working out when and how to rebalance the portfolio.)
    I suppose if I was fund manager, or running fund manager sized investments then "rebalance the portfolio." might take a while to do that in a number of smaller buys and sells. But i still think if i was doing that Id be mum and not posting.

    Basically if anyone feels like answering, what exactly (or more clearly) is a buy sentiment for TIS mean to you today.

    I have changed my sentiment to buy for this post, as I think a lot of the market is undervaluing this stock. While i am personally currently holding a heavyweight position. (aka an quasi unreasonably large holding, for a portfolio of my size and a stock that is regarded as speculative.) I probably wont actually be buying, as I already did that buying bit. Now I am waiting for the part where I grin and giggle.

 
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