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The 5 Rules of Investing by Cold Eye

Posted by kcchongnz at Mar 17, 2013 06:37 PM | Report Abuse
260 comment(s). Last comment by bsngpg at Sep 25, 2013 10:39 PM
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kcchongnz
5672 posts

Posted by kcchongnz > Aug 18, 2013 02:07 PM | Report Abuse

KC Loh, you are right. For example, P/B for Jobstreet is 6, Prestariang 5.8. The reason being this type of company requires little physical assets. Their assets lie in the human capital which is not listed in the balance sheet.


KC Loh
12755 posts

Posted by KC Loh > Aug 18, 2013 02:25 PM | Report Abuse

https://www.dropbox.com/s/9w2xdb57xoy5aa4/doyoulike-thumbup-over.gif


faberlicious
535 posts

Posted by faberlicious > Aug 18, 2013 09:22 PM | Report Abuse

Thanks a lot,KC.


haikeyila
1067 posts

Posted by haikeyila > Sep 25, 2013 11:54 AM | Report Abuse

if you look at Coldeye's portfolio as posted, many counters there have actually very low or negative ROE - KESM, KimHin, Kretam, EAH, ChooBee, MSC, NCB, facbind. Not walking the talk?


kcchongnz
5672 posts

Posted by kcchongnz > Sep 25, 2013 02:18 PM | Report Abuse

Yeah, that is why one should not follow blindly. Do your homework.


bsngpg
2661 posts

Posted by bsngpg > Sep 25, 2013 04:44 PM | Report Abuse

Hard to believe that "KESM, Kimhin, Kretam, EAH, ChooBee, MSC,NCB, FACBind" are counters of Cold Eye. They look like more of counters of speculators. Who can verify this?

From Annual Report 2012, Cold Eye is one of the 30 largest shareholders of GTronic and Huayang but the posted portfolio does not show both.


haikeyila
1067 posts

Posted by haikeyila > Sep 25, 2013 04:48 PM | Report Abuse

i'm as puzzled. i would never go near most of the stocks in his portfolio. maybe the list was hacked? lol


bsngpg
2661 posts

Posted by bsngpg > Sep 25, 2013 05:01 PM | Report Abuse

If he wrote about a counter, does not mean that he bought that counter. A lot of times, he just quote a counter as an example to explain message which he want to convey.


Lai Kim Chuan
54 posts

Posted by Lai Kim Chuan > Sep 25, 2013 10:11 PM | Report Abuse

Don't be naive. You think the so-called expert will show everything to you and let your people just follow and enjoy the profit.....


bsngpg
2661 posts

Posted by bsngpg > Sep 25, 2013 10:39 PM | Report Abuse

The so called Cold Eye’s portfolio was not posted by him. I do not know who and how the portfolio is there for REFERENCE. I am certain that the “poster” did it with good intention.

Cold Eye is an undisputable expert, at least when comparing to you and me.

If one does not have generous heart, do not mean others do not have too.

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