26 February 2010

不才

此文章在經濟日報2月25日投資理財版刊登。

盼結算後突破阻力綫

撰文:李國慶
欄名:編者的話

港股昨日屬於「內困日」,恒指及國指的高低位,均在周二波幅之內,屬於等待變化的格局。所等者,一來是今天期指結算,二來是昨晚及今晚聯儲局主席伯老在美國國會的發言。等待過後,估計港股向上的機會較大。

目前恒指(圖1)、國指(圖2)及上證綜指(圖3)均仍受制於阻力綫之下,這組阻力綫,全都是由去年12月低位及今年2月初高位引伸而成,上破此綫,可以有較大的反彈。

不才仍然估計,恒指短期會在19800至20800之間牛皮上落,如有較大利淡消息,則下試19400區,如有較大利好消息,則上試21200區。不過,再過幾天便是3月,亦即進入業績期,恒指如能上破圖中的阻力綫,則上文所估計的上限波幅,亦即是21200區,便有機會上調800點至22000區。

相對於中港股市,美股近期走勢似乎較佳。從圖4可見,道指已經突破了2月初高位(恒指、國指及上證綜指仍未突破),周二的下跌,有可能只是一次借勢調整,屬於技術性「後抽」。道指較強,顯示市場對於美國退市、加息的看法,並不太過擔心。中港股市走勢遜於美股,相信與市場更加擔心內地退市有關。

在虧轉盈股中尋寶

在牛皮市況之中,不才維持小注短炒的看法。去年不少細價股受惠於業績改善而大升10倍以上,這批大升股今年很難重複去年升勢。相反,去年上半年仍然虧損,下半年大幅改善,今年有望盈利大增的細價實力股,將成為今年的焦點,股價隨時以倍數上升。大成生化(00809)有可能是這類股,可以留意。

電郵︰oscarlee@hket.com

體驗

讀畢你的文章,感覺怪怪的。

雖然我了解你自稱不才是謙虛之意,但投資者的錢都是血汗錢。既然你自認不才,為什麼我們還要聽你的?

不才不財,一來大吉利事,二來給人不安心之感。

還是喜歡筆者,比較平實。

25 February 2010

上善若水新解


「上善若水,水善萬物而不爭,處眾人之所惡。故幾於道。居善地,心善淵,與善仁,言善信,正善治,事善能,動善時。夫唯不爭,故無尤。」---道德經

「上善若水」即上善之人,若水。

何為上善之人?何為水?

水同空氣一樣,是人類生存的必要元素。若失去了,人類便無法生存。可是即便水操控著如此的生殺大權,它從來都不斤斤計較,它只是平平實實的發揮自己所長,滋潤萬物。只顧付出不問收穫,就是水的特性之一。你又是否可以做到毫不在意別人對你的所作所為呢?

水無色無相,你要它怎樣,它便怎樣。它不介意被看通看透,就只怕你不願意打開自己的內心世界,坦誠溝通。它一早就明白到,捨就是得,所以選擇了赤裸裸面對所有人。可是,人不一樣,人害怕受傷害,于是把自己收藏得好好的。靠的越近,便逃得越遠。原本的大同世界,變得四分五裂,這都是因為人想要掩飾。你願意拿真面目示人嗎?你能接受別人對你的批評嗎?包容接納,就是水的特性之二。

水無常形,見窄則收,見闊則展,見石則分,見山則轉。就算面前的路多難行,它都能改變形態,一飛沖天。它放低執著,為的是更遠大的理想。它多變,也是為了成就大業。俗話說,忍一時風平浪靜,退一步海闊天空。你又吃得苦耐得勞,可以忍辱負重嘛?釋懷,就是水的特性之三。

水,與世無爭。哪怕它攀得有多高,終有一天,也必會回到原處。明白到自己的渺小,又何需爭剎那的光輝?不爭,所以平和。平和,而靜止。一止,則正。你懂得停下來嗎?停下來看看自己走過的路,看看前方,環顧四周。你有流向需要你的人那裡嗎?你會否介意與那些你認為同你身份不符的人做朋友嗎?你常以別人爲先嗎?你有玉成好事的心嗎?謙虛慈悲,就是水的特性之四。

水,堅持到底,永不放棄,俗話說滴水石穿。在五光十色的花花世界裡,你有曾犧牲某些你以為是重要的東西嗎?你知道你真正需要什麼嗎?你能承受失敗,並在過程中不斷學習,不斷改良,不氣餒、不埋怨嗎?勝固欣然,敗亦可喜。要知道幸運只屬於有準備的人。專注,是水的特性之五。

不吝嗇、不計算、不執迷、不狂妄、不分心-――種種都只是水的部分特性。

上善若水,你可以嗎?

15 February 2010

Broken Link... edIn


Why social media? Because there is social network, and a platform is required to keep the network running.

What is social netowrk? According to Wiki, "a social network is a social structure made of individuals (or organizations) called "nodes," which are tied (connected) by one or more specific types of interdependency, such as friendship, kinship, financial exchange, dislike, sexual relationships, or relationships of beliefs, knowledge or prestige."

What is the difference between social media and business networking? Do people prefer reconnecting with old acquaintances (via Facebook and LinkedIn), or connecting with new friends (via Twitter)?

If social media is a tool for people to build network, then what's the problem with making friends with the so-called strangers? Why people engage actively in social media have to be that defensive and offensive!?

Do you not make friends with strangers at cocktail party? How do you expand your network if you stick with your existing social circle? And if you have no intention to expand your circle, then why involve in social media!? And social media etiquette? Gee...

There are just too many rules... on and off! Live a life for Christ's sake!

How would you react to this!?

Please note: You are now required to enter an email address to send invitations from this page because several recipients of your invitations indicated they don't know you. This safeguard is in place to prevent users from receiving unwanted invitations from people they don't know. You can remove the restriction at any time by indicating that you understand this policy.

LinkingOut!

10 February 2010

Experience with Michael Page

Michael Page: Dear Daryl

Experience: Surprisingly, they know your name. Hope it's not another basic function of some email software available everywhere on the street.

Michael Page: Thank you for your interest in the position we recently advertised H473XXX and for your application.

Experience: Oh yes. Thank you for appreciating the efforts. Where is the marketing job?

Michael Page: After careful consideration, I am sorry to advise that your application has not been successful on this occasion. We received a number of applications and many of these demonstrated the specific experience we were seeking for this role.

Experience: Sorry doesn't mean anything... Aha! Everything is simply and only being judged by the resume. How do you screen resume? Using another software? Or simply look at the design and layout of the resume? Or just try to look for big company names in the resume? Do you go through each and every single resume line by line? Aren't you paid to do so? What's your successful job placement rate? Do you care if your so-called right candidate you selected for your client performs or not?

Michael Page: Please do not hesitate to contact us in the future if we advertise a position that is of interest to you. Thank you for your application and may we take this opportunity to wish you well in your future career.

Experience: What's the recruiter's job? Aren't you supposed to source and find the "right" candidate for your client? Now that you have the resume, shouldn't you keep it in the database, and contact the candidate when you find a perfect job for the candidate? Oh yes! Candidates are your products. Companies are your clients. You should care a lot about your clients than your products. Where is Jerry Maguire?

Michael Page: Yours Sincerely,

Michael Page: © Michael Page International.