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325 comment(s). Last comment by Choivo Capital at Aug 28, 2018 5:02 PM
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Up_down
3799 posts

Posted by Up_down > Aug 25, 2018 11:00 PM | Report Abuse

Listen to your intuition

https://youtu.be/UzRvKXiKbuw


qqq3
13754 posts

Posted by qqq3 > Aug 25, 2018 11:09 PM | Report Abuse

as such, the objective in i3 should be more about unmasking the risk of a high risk (perceived) high return stocks
===============

yes I agree.....a lot can be gained by knowing and thinking of risks and the risk - reward relationship.....but if everyone only thinks about the risks....who is going to commit?

can KYY commit so much if he worries so much about risks?

me? I think there is no free lunch....Higher returns are earned from taking on higher risks, ....and keep your fingers crossed.

but having said all that.....I think it is good idea to classify all shares you are interested in, into high risk high return shares or low risk low return shares.....or any thing in between?

take my word for it.....2 years already......all OTB shares and the timing of it, are high risk high returns shares.....suitable for the adventurers, not for widows


probability
11033 posts

Posted by probability > Aug 25, 2018 11:11 PM | Report Abuse

very interesting..just as i had thought all this while..

thanks up_down

thats why we can easily know whom we can fall in love and whom we cant
within a few conversations.


Posted by Up_down > Aug 25, 2018 11:00 PM | Report Abuse

Listen to your intuition

https://youtu.be/UzRvKXiKbuw


Up_down
3799 posts

Posted by Up_down > Aug 25, 2018 11:23 PM | Report Abuse

Probability. Hope to achieve that level in investing. Listen to your intuition....無招勝有招. Lolz


qqq3
13754 posts

Posted by qqq3 > Aug 25, 2018 11:28 PM | Report Abuse

In response to this message

http://klse.i3investor.com/blogs/koonyewyinblog/171084.jsp

I wrote the following to KYY...and he thanked me for it.....





man to fit the environment or environment to fit the man.....

if you are KYY....with KYY record, confidence, bullets, attitude towards risk, money and wealth, worth hundreds of millions, what is a few million here and there?

its nothing.....if you are widow with fixed allowance, money has a different meaning.....your attitude towards risk, money and weath is very different from KYY one.

KYY has no hesitation in changing the environment to fit the man....KYY has the confidence and the bullets to change reality. ....The only problem is....how many of us are KYY?

That is why we hunt in the middle, eating left over grass.....KYY hunts in the edges, eats fresh grass ....feast or famine......even if famine , KYY still has his abalone ......what people say, several generations no worry.....

Chicken , play with nuts , scared scared..... cannot expect to have super investor returns......facts of life....

What has changed in steel industry from March to now? Nothing....except KYY is in, in March KYY was not in.....recall in March, KYY says with every town full of unsold houses, steel shares cannot buy one.....


qqq3
13754 posts

Posted by qqq3 > Aug 25, 2018 11:40 PM | Report Abuse

guts.....but I tend to lose money if I trade fast and depends on guts........and tend to make winning trades if I trade slower and use my experience......

another way of putting it....if I buy early in the mornings, I tend to lose money......if I buy in the afternoons, I got good chances of making money.....


klee
877 posts

Posted by klee > Aug 25, 2018 11:40 PM | Report Abuse

As usual,a Plp will forever be a Plp.Uncle praise a bit makes him feel he can fly.


calvintaneng
33913 posts

Posted by calvintaneng > Aug 25, 2018 11:41 PM | Report Abuse

There are 2 Schools of Thoughts in KLSE

1) Those who are Value Investors. My Johor Sifu said in investment we buy great growing companies that will give value to all collectively.

And he was correct!

2) On the other hand there are those who think that KLSE is a zero sum game. This kind of doctrine leads them to the belief that to win some must lose. And to win big some others must suffer huge losses. This kind of belief system is ruthless like a dog eat dog world. This led to the rise of Syndicates catching sorchai & trapping greater fools.

Calvin thinks KLSE is a place to find Companies to invest in. And there are many if only you will do your homework well

Before me is "The Monthly Digest" by Dr Neoh Soon Kean of Dynaquest (The Benjamin Graham of Malaysia who taught Value Investing)

This is the January 2009 Edition. In few short months it will be 10 years already

Let's take a look of what this Great Sifu recommended then


1) CENBOND at 40 sen (See what Dr Neoh said about Cenbond: Attractive valuations from the two commonly used fundamental yardsticks, P/E multiple of only 4x and a DY of 8% nett)

This was a chun chun call as Cenbond was later taken private


2) DAIBOCHI at 4.95 sen (A recovery stock. EPS bottomed out in 1H05 and continued to improve in the subsequent quarters. Currently, trading at a prospective P/E multiple of <5x and a very high DY of >14% nett.

Another chun chun call by Dr Neoh. Dr Neoh has 1 million shares of Daibochi. And Daibochi up over 1,000% in less than 10 years.

Now who say Value Investing is not for Malaysia?

3) HIROTAKO at 54 sen (Relatively high DY of almost 5.5% nett & reasonable P/E multiple)
Another chun chun call taken private!

4) MUDA at 60 sen (Turned around in 1Q07. Currently, trading at a prospective P/E multiple of 3x and a DY of 5% nett and has a very high operating cash flow price)

Another chun chun call. However Muda dropped from 60 sen to 32 sen.
At 32 sen Calvin hantam kuat kaut. But eventually Muda crossed Rm2.00 & split. Then up again for almost 10 baggars if you bought at bottom of 32 sen (Note: Over the years Calvin also tendered & bought some Muda Company cars)


5) PIE at Rm3.70 (This high champion dividend stock. Both my Johor Sifu & Osk Iskandar Top Boss Mr. Law also own it for dividends)


6) SKPRES at 0.095 (Trading at a forward P/E of <4x and a DY of >5% nett. These may be regarded as undemanding valuation)

THIS SUPER STOCK ROSE UP BY OVER 2,200% on Jan 5 2018 at Rm2.28
Calvin made money in this great stock!!!

7) TGUAN at 72 sen (A stretch firm producer with EPS growing at an average compounded rate of 5.2% per annum for the last 10 years. A beneficiary of the current bearish crude oil prices as its main raw material (resin) is a product of crude oil)

TGUAN PEAK AT RM4.79 ON FEB 2017 for a Rise of 665% in 8 years or 83% GAIN A YEAR!!!

How come people say Value Investing like Warren Buffet doesn't work in Malaysia


8) TITAN at 76.5 sen (THIS ONE CALVIN BOUGHT BUT AGAIN TAKEN PRIVATE)

9) KAF at 87.5 sen (This one was given MGO at Rm1.30 but rejected by shareholders. Later KAF was taken private for another 100% gain over Rm2.60)

Note: All who receive MGO letter from Tony at 66 sen for TA should reject the offer.

TA & INSAS are both candidates for privatisation like KSF

And Dr Neoh chun chun buy call for KAF at 76.5 sen gained more than 400% inclusive of dividends


10) FIMA CORP at Rm1.88 (Low P/E multiple (<4x) & relatively high DY (>6% nett)

After share split/ bonus issue & dividends FIMACORP is Up 500%!


SO VALUE INVESTING IN MALAYSIA WORKS WONDERS FOR ALL WHO ARE PATIENCE


qqq3
13754 posts

Posted by qqq3 > Aug 25, 2018 11:45 PM | Report Abuse

by klee > Aug 25, 2018 11:40 PM | Report Abuse

As usual,a Plp will forever be a Plp.Uncle praise a bit makes him feel he can fly.

==========

no, cannot fly.....but still a good piece....


Choivo Capital
3329 posts

Posted by Choivo Capital > Aug 26, 2018 1:44 AM | Report Abuse

Is Neoh Soon Kean and Yeon Seng Choon a bankrupt? If not, yes it works.

Look, its just logic. Value investing is like inoculation. You either get it or you don't.

====
Apabagus Jon baby.Let's answer this question first.If W Buffett was a Msian instead of a USA citizen and he can only invest in bursa, what cos would enable him to get the results he achieved now as a usd multibillionaire?
Final reminder to you baby.One yr experience dun talk so much.
25/08/2018 21:18


qqq3
13754 posts

Posted by qqq3 > Aug 26, 2018 1:56 AM | Report Abuse

value investing, growth investing, trading or speculations...the last two having bad ( uncalled for) image....diversified or focused portfolios.....

nowadays, everyone wants to be a hedge fund, 100% return if possible...go and sailang la....value partners cheah cheng hye calls it the killer instinct.


Choivo Capital
3329 posts

Posted by Choivo Capital > Aug 26, 2018 2:29 AM | Report Abuse

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/171153.jsp

Bro, you are right, value investing dont work at all man.

====
Apabagus Jon baby.Let's answer this question first.If W Buffett was a Msian instead of a USA citizen and he can only invest in bursa, what cos would enable him to get the results he achieved now as a usd multibillionaire?
Final reminder to you baby.One yr experience dun talk so much.
25/08/2018 21:18


Alex™
12062 posts

Posted by Alex™ > Aug 26, 2018 9:00 AM | Report Abuse

Dun like that, baby jon capital 100x larger than me oh.

Good morning ah Jon, Monday hoot what stock? 25k at your disposal


stockraider
14316 posts

Posted by stockraider > Aug 26, 2018 10:04 AM | Report Abuse

PEOPLE NEED TO UNDERSTAND WHY SIFU LIKE ICON, CHARLES T, PROBABILITY, QQQ, CALVIN TAN, KC AND OTB ATTACK JON CHIVO ON THE ISSUE OF RM 5K FEES HE CHARGE FOR TIPS....!!

IF LIKE MOST KUNGFU MOVIES....THESE YOUNG CIKKU JON...GO & ATTACK ALL THE SIFUS KUNGFU ACADEMY IN ORDER TO GAIN FAME & PUBLICITY LOH...!

IT IS !IKE JON GETTING CHEAP PUBLICITY MILEAGE, BY BEATING EACH & EVERYONE OF THEM, THE YOUNG CIKKU GAIN RECOGNITIION LOH...!!
JUST LIKE KUNGFU MASTER WONG FEI HONG BEING DEFEATED LOH...!!

IN ORDER TO STALLED ADVANCES N PROGRESS OF THIS YOUNG CIKKU CHALLENGE, THE SIFU DECIDED TO ATTACK...INSTEAD OF BEING DEFENSIVE....WHEN THESE YOUNG CIKKU COME UP WITH 500% RETURN KUNGFU AND CHARGING RM 5K FEES FOR TIPS & KUNGFU ADVICE LOH....!!

RAIDER SAYS BE SPORTING LAH....JUST ALLOW JON CHIVO CARI MAKAN SIKIT MAH...HE IS STILL YOUNG MAH....!!


qqq3
13754 posts

Posted by qqq3 > Aug 26, 2018 10:46 AM | Report Abuse

I don't consider myself attacking this Jon....I stay out of it.


qqq3
13754 posts

Posted by qqq3 > Aug 26, 2018 10:48 AM | Report Abuse

my favorite target for writing here remains OTB and KC....gives me great pleasure.


stockraider
14316 posts

Posted by stockraider > Aug 26, 2018 10:51 AM | Report Abuse

ACTUALLY JON COME IN MANY FORM & AND MANY MANY ID NAMES MAH....!!

IT IS UNLIKELY U DON ATTACK HIM LOH.....!!

Posted by qqq3 > Aug 26, 2018 10:46 AM | Report Abuse

I don't consider myself attacking this Jon....I stay out of it.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
8548 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Aug 26, 2018 11:15 AM | Report Abuse

Jon.

Biasa-lah.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
8548 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Aug 26, 2018 11:31 AM | Report Abuse

>>>>
====
Apabagus Jon baby.Let's answer this question first.If W Buffett was a Msian instead of a USA citizen and he can only invest in bursa, what cos would enable him to get the results he achieved now as a usd multibillionaire?
Final reminder to you baby.One yr experience dun talk so much.
25/08/2018 21:18<<<<



Stay focus through investing in someone else's businesses

The best athletes become the best at focusing all of their gifts, time and energy on becoming the best in their sport. Likewise, unless one has the benefit of inheritance or marriage, great fortunes have been created by an entrepreneur who focused all of his or her gifts, time, and energy on one business.

Only one person has created billions in wealth by not only investing in someone else's businesses and managers in which to invest. Others can do this - simple in theory and practice, but not easy.

Buffett announced that if he were managing money in the millions instead of billions, he could compound money at an even faster rate - probably twice as fast - which has always been and will always be the average-investor advantage.




Take home messages:

Warren Buffett hasn't invented anything new and doesn't own any patents. He has never started a business an has never taken on the day-to-day management of one. The Oracle of Omaha is so good that he doesn't even need to talk with management, access inside information, or even visit company headquarters of the businesses in which he invests.

Assuming, however, that you study, understand, and employ the same Buffett principles, you too can achieve outstanding market-beating results. Knowledge counts more than experience and business contacts.

Buffett's life is one of extraordinary wealth built on exemplary character traits.


kcchongnz
6636 posts

Posted by kcchongnz > Aug 26, 2018 11:57 AM | Report Abuse

Posted by qqq3 > Aug 26, 2018 10:48 AM | Report Abuse
my favorite target for writing here remains OTB and KC....gives me great pleasure.


It gives me utmost pleasure just to respond to your "attack" on me too with my name stated, to expose a know-nothing, talk-nonsense, fake accountant, an incredible PLP, etc. The more you carry out personal attacks, the more you show your stupidity, ignorance, and PLPness.


See how a great PLP acts below,

Posted by qqq3 > Aug 25, 2018 11:28 PM | Report Abuse
In response to this message
http://klse.i3investor.com/blogs/koonyewyinblog/171084.jsp
I wrote the following to KYY...and he thanked me for it.....


Apabagus
322 posts

Posted by Apabagus > Aug 26, 2018 1:19 PM | Report Abuse

3iii.No business at ur lectures now have to come here curi makan kah?


KLCI King
3041 posts

Posted by KLCI King > Aug 26, 2018 9:06 PM | Report Abuse

Good sharing, very lively and real.

To sum it all, in order to make money in stock market, you may need
1. knowledge & analytical skills (FA & may be TA)
2. business sense (understand company's product, market & industries)
3. guts (action to buy & sell)
4. targets to profit & cut loss point (know where is the destination)
5. timing to act (when to buy & sell)
6. LUCK.

FUNNY TO SAY, MANY FOLLOW HEARSAY & DEPEND HEAVILY ON LUCK.

They common like the following:
1. knowledge - no time to read & analyze
2. business sense - what is that?
3. guts - rush to buy high & fear to suffer more
4. targets - 100% return in 1 week time
5. timing to act - when every buy, buy AND when everyone sell, sell
6. LUCK - YES


paperplane
19150 posts

Posted by paperplane > Aug 27, 2018 1:57 AM | Report Abuse

750k?errrr.. Not 7.5mil or 750mil?hahahaha


Choivo Capital
3329 posts

Posted by Choivo Capital > Aug 28, 2018 5:01 PM | Report Abuse

How many companies do you think is that amazing in the US stock market? Less than 50 out of 25,000.

And how many selling at attractive valuations? Very very little, maybe 2 or 3.

And how big is US market? Well, Berkshire Hathaway is worth more than the entire KLSE market.

Our name is not warren buffet. Even Koon Yew Yin is a germ when it comes to worldwide capital markets.

If he try to get a meeting with warren buffet, by saying how much money he has, he won't even get past the secretary. A secretary who join WB company in 1970 probably richer than him!

And compared to koon yew yin, we are insects.

You only need one or two company. If you get in aeoncr, myeg etc early, by now you will be talking like 3iii, ahahahaha.

Of course, everyone thinks the grass is greener on the other side, but by virtue of being malaysians, we have information edge about malaysia compared to foreigners.

And if we are not able to find even one or two in malaysia, what makes you think we have a better chance of finding it in the US stock market, where its so efficient, and sharks got from gigantic to tiny.

And we are complete aliens there.

You want to buy the names you know? Everyone there also know. Nvidia 60PE. Google, almost 40PE, Amazon, 250PE.

General mills and kelloggs can actually show you less profit and revenue for 2 years for you to see. 15PE, but you also don't dare buy because you wont know the consumer market there that well. Here, nestle, you know every year sure up, but there, you wont even know which consumer brand to buy.

Having said that, US now also alot of opportunities in the energy sector, quite a few energy companies at 3-6 PE. Synchrony financial is only 9PE.

I considered going to US markets in 2016, and if i did, i think i will feel like genius, because a rising tide lifts all boats. But that does not change the fact that i would probably just lucky.

Malaysian markets is actually more efficient than US market due to certain factors. But it is more inaccurate.

And there's only 9XX companies. Newbie just need to read for a few months, and they'll know the market quite closely. Of course almost none will do that.

US market, need at least 3 years to finish reading.

=====

Icon8888 I am not against Buffettology. Who am I to question a great investor like that with solid proven track record ?

I AM AGAINST APPLYING BUFFETTOLOGY IN MALAYSIA.

Apart from Top Gloves, PBB and few others, how many Malaysian companies can consistently deliver growth like Coca Cola , Gillette, etc ?
25/08/2018 21:03


Choivo Capital
3329 posts

Posted by Choivo Capital > Aug 28, 2018 5:02 PM | Report Abuse

Every time, people say cannot find 10 baggers in malaysia, don't have companies with moat.

And yet every few years, another 10 bagger appear.

Its not no chance, we are just not smart enough yet.

====
Icon8888 I am not against Buffettology. Who am I to question a great investor like that with solid proven track record ?

I AM AGAINST APPLYING BUFFETTOLOGY IN MALAYSIA.

Apart from Top Gloves, PBB and few others, how many Malaysian companies can consistently deliver growth like Coca Cola , Gillette, etc ?
25/08/2018 21:03

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