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Subject: Re: 不可盡信一種投資理論


Author:
Edward
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Date Posted: 17:49:21 05/28/05 Sat
In reply to: Ricky Yam 's message, "不可盡信一種投資理論" on 13:00:48 05/28/05 Sat

Ricky 兄:

說話也不能太武斷,怎麼說呢...
我舉一個例子吧,菜志明先生近日購入創業板公司康健國際的股份,他說認為醫為醫療服務於香港大有可為,而且業務穩定,所以抱著股資的心態,收收股息。我偏向相信他說的是心底話。

我也有從商經驗,我可以說,從商的風險遠高於買股票,因為商業社會的變數遠比股票市場為高,舉個例吧,到大創業的人,除了要面對商業風險外、法律風險、還有人生安全問題,不是嗎?而且,創業涉及的資金龐大,因此很多創業者也是孤注一擲,我有一些朋友更因為不想公司關門而欠下一身債務。買股票﹝不是借錢買股票﹞,即使大跌市,最多只是賬面上暫時損失,好公司的股價總會回復過來。例如匯豐跌至70元,一年派6元利息,回報便是8.6%,這樣的回報在那裡找?

買賣股票風險較低,因此賺到的錢比從商為少也不出奇。

李兆基先生是個精明的生意人,最近也成立私人投資公司。生意亦投資,投資亦生意。我不否定巴菲特的成功有他的時代背景因素,但Bill Gate的成功不也有他獨有的時代因素嗎?我也不否認他們是個天才,但我更相信他們是個勤勞的人,或者說,我相信勤勞多於天才,若你見過真正勤勞的人,你便會相信我的話。

我是個老套的人,我相信勤勞、節儉、耐心、毅力、誠意、自省多於一切,其他的東西有則更好,沒有也沒甚麼大不了。
我也相信你對人好,人家也會對你好。人家對你不好也不要生氣,遠離他便是。

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