Life Term Strategies

1. Huge Gains in Long Term
- Receive significant capital gains
- by investing in corporations
- (with wide economic moat & average peers’ net margin)
- In very very long term

2. Strong Periodic Cash Flow
- Maintain self-sufficient monthly cash flow
- Through dividend, gains on derivative & short term trading
- For re-investment to item # 1 mentioned above

3. Mind for Risk Management
- Ensure strong cash position
- Maintain low risk by continue monitor, analyze & feel:
economic trend & environment,
market condition & investors emotion
corporate performance & outlook
asset allocation & direction

4. Be a holy Christian investor:
- Invest in wisdom & varies ways, but consistent & not over nor under of what the Holy Bible expects a Jesus follower should be
- Keep regular & long term spiritual growth
Continue experience God @ finance market
Aim for life transform opportunities
- Even though it may not teach Billy & Bilibala what stocks to invest nor how to make more, more & more $

3.07.2011

Top holding - Asia/Europe

Bilibala Finance’s 5 Top Holding by Region:
(with net present value @ 2010)
Asia / Europe
1. China Mobile (0941/CHL) HK$96.4 STRONG BUY
2. China Life (2628/LFC) HK$43.3 STRONG BUY
3. China Construction Bank (0939) HK$9.0 BUY
4. Total SA (TOT) US$61.6 HOLD
5. Siu On Land (0272) HK$6.7 STRONG BUY
6. HSBC Holding (0005/HBC) US$67.3 BUY
7. IFSE A50 China Fund (2823) HK$22.4 STRONG BUY
· Mar 11 major transactions: n/a
· Are you qualify to get $6k from HKG government? It has lots of arguments on:
· How should government deal with the HK$2.3T reserve?
· Whether $6k cash out is helpful to resolve society issue or not?
· Whether government should change its fiscal plan that easily?
· I voted for $6k cash to everyone with HK ID ga, cuz I think that’s the fairest and effective way to re-distribute from “too rich” government
· It is worth to discuss these topics before you plan on how to spend it.
· I am planning to buy MTR because MTR 2010 results looks great.
· 2010 EPS up 24% to HK$2.1, revenue (HKG fare & Others) up thanks to launch of MTR in Australia & Sweden in 2H2010 (even though they can’t make any $ at this stage)
· Growth opportunities are all over the world with continue enjoyment of the transportation monopoly position

# Bilibala personally uses fair value @ 2016 to do all investment, however, I think for most small investors, net present value @ 2011 (fair value multiply by discount factor), would be more relevant.
· STRONG BUY with NPV over MV above 30%
· BUY btw 15% to 30%
· HOLD btw (15%) to 15%
· RE-RE-RECONSIDER below (15%)
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The information provided in the entire blog is not intended to provide legal, accounting, tax or specific investment advice. The information presented was obtained from sources believed to be reliable; however, I cannot represent that it is accurate or complete. I assume no responsibility for any losses, whether direct, special or consequential, that arise out of the use of this information. This information is subject to change without notice. Stock performance are not guaranteed, their prices change frequently and past performance may not be repeated. Please do your own investigation, or contact your own professional advise, before investing.