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calvintaneng
30247 posts

Posted by calvintaneng > Mar 3, 2019 12:43 AM | Report Abuse

THUMBS UP TO JON CHOIVO

GREAT WRITE UP & PRESENTATION

THIS ONE GOOD

Costco Wholesale Corporation (COST) is wholesaler for grocery goods, where anyone can go and buy their groceries or household items, in bulk. The only requirement is that you need a membership card, which cost USD60 or USD120.

Costco is the share to buy!!

Costco will cause Kraft & all other consumer goods stocks to stagnate
It will save lots of money for the average consumer


apolloang
13707 posts

Posted by apolloang > Mar 3, 2019 12:47 AM | Report Abuse

datuk calvin your MAA kaya liao,why butaland still sleeping? now buy which counter?


calvintaneng
30247 posts

Posted by calvintaneng > Mar 3, 2019 12:57 AM | Report Abuse

Posted by apolloang > Mar 3, 2019 12:47 AM | Report Abuse

datuk calvin your MAA kaya liao,why butaland still sleeping? now buy which counter?


GO BUY PENERGY AS IT WILL CROSS RM1.00 SOON

Why?

2 Strong Reasons

1) Fundamental & Prospect better than Dayang or Carimin

2) Uncle Koon pumping Dayang to Rm1.50 will lift up Penergy to next target price of Rm1.35 (give a 10% discount from Dayang Rm1.50)


apolloang
13707 posts

Posted by apolloang > Mar 3, 2019 1:01 AM | Report Abuse

fri wanna buy at 77cts back no buy,mon likely will drop cos oil price down more than 2%


calvintaneng
30247 posts

Posted by calvintaneng > Mar 3, 2019 1:08 AM | Report Abuse

Oil already rebounded lah
See https://www.cmegroup.com/trading/energy/crude-oil/brent-crude-oil.html

No more 77 sen as Dayang already crossed Rm1.15

Dayang & Penergy were twin sisters long ago in Petra family of stocks

So penergy will follow where dayang goes

And that is only up trend for 2019


apolloang
13707 posts

Posted by apolloang > Mar 3, 2019 1:11 AM | Report Abuse

https://www.bloomberg.com/energy
fri oil price down 2%


kcchongnz
6601 posts

Posted by kcchongnz > Mar 3, 2019 6:24 AM | Report Abuse

Great if more youngsters, and even retirees can spend time and effort learning the right path of investing, the fundamentals of investing, or at least as the basics before plunging into other disciplines.

This ensures building of long-term wealth, steadily, rather than most likely, 99% of the time, getting killed by the sharks trying getting rich quick.


Philip Greta
2122 posts

Posted by Philip Greta > Mar 3, 2019 6:27 AM | Report Abuse

And I thought I was long winded...


kcchongnz
6601 posts

Posted by kcchongnz > Mar 3, 2019 6:49 AM | Report Abuse

The propagation to the public about getting rich quick, without spending much or any effort but by just following tips and rumours, is so pervasive, even in a blog like i3investor. Most of all know the end results. They had happened before, again and again.

Hence it is good to have some refreshing ideas such as that of Choivo capital here, and some others, including also S=QR of Philip.


3iii
6822 posts

Posted by 3iii > Mar 3, 2019 7:59 AM | Report Abuse

Nothing to add to this wonderful discourse on Warren Buffett style of investing by Choivo. Thanks for sharing your hard work.

Allow me to add two comments:

1. Every investor should define the long term end-point of his/her investing objective, should have a sound philosophy and strategy, and should stay focus on achieving this over the long term.

2. I enjoyed the way you classifies "bad, normal, good, great and wonderful companies". I think Buffett's grouping of his stocks into gruesome, good and great companies is easier to understand and implement.


I have to add another name to this list of investors I have to follow in i3.

KC
Philip
Choivo
Icon (provisional)


VSOLAR Sailang Margin All In
2671 posts

Posted by VSOLAR Sailang Margin All In > Mar 3, 2019 8:18 AM | Report Abuse

Good Good, love your work choivoboy, I will read it everyday, to absorb your knowledge, wakakaka


3iii
6822 posts

Posted by 3iii > Mar 3, 2019 8:20 AM | Report Abuse

Investor's Checklist: Telecom Sector


The telecommunication sector is filled with the kinds of companies we love to hate:
They earn mediocre (and declining) returns on capital,
economic moats are nonexistent or deteriorating,
their future depends on the whims of regulators, and
they constantly spend boatloads of money just to stay in place.

Even companies that once boasted wide moats, such as those that control the local phone network, face increasing competition from newer players, such as cable and wireless networks. Because telecom is fraught with risk, we typically look for a large margin of safety before considering any telecom stock.

Telecom Economics

Building and maintaining a telecom network, whether fixed line or wireless, is an extremely expensive endeavor that requires truckloads of upfront capital. This requirement provides a substantial barrier to entry and usually protects the established players. To raise capital, a new entrant must have a great story to tell investors. The emergence of the Internet, the opening of local networks to competition, and rapid wireless growth during the 1990s gave numerous new players the yarns they needed, which is why the usual barrier provided by huge capital requirements came crumbling down as investors lined up to grab a piece of the action.

While the effects of this massive infusion of capital are still being felt in the industry, ongoing capital needs have sunk many new entrants. Even a mature telecom firm will need to invest significant capital to maintain its network, meet changing customer demands, and respond to competitive pressures.

Because of the enormous cost to build a network, carriers typically have very low ratios of sales to assets (asset turnover ratios). Even a mature carrier typically generates only around $1 per year in sales for each $1 of assets invested. But building a business of ample size to support interest payments and ongoing capital needs is very important. Because fixed costs are so high, it's imperative for carriers to have enough customers over which to spread the costs.

Squeezing as much profit from the sale as possible is also crucial. While size again plays a role here, a telecom company must be able to send bills, provide customer service, maintain the network, and market services efficiently. A mature company, either fixed line or wireless, should expect to earn operating margins between 20 percent and 30 percent. Short of this level, it is extremely difficult to earn an attractive return on invested capital, given the slow pace at which assets turn over.

With so many companies raising money and building networks in the late 1990s, the volume of business needed to support all these huge investments never materialised.

Conclusion:

The telecom sector of tomorrow will look nothing like the sector of the past. Competition is far greater throughout the industry and economic moats exceedingly difficult to come by. The future of the industry will be shaped by regulatory and technological changes, which means that financial strength and flexibility are likely to be what separate successful firms from unsuccessful ones over the next few years.


Investor's Checklist: Telecom

Shifting regulations and new technologies have made the telecom industry far more competitive. Though some areas are more stable than others, look for a wide margin of safety to any estimate of value before investing.
Telecom is a capital-intensive business. Having the resources to maintain and improve the network is critical to success.
Telecom is high fixed-cost business. Keeping an eye on margins is very important.
Watching debt is also important. Firms can easily overextend themselves as they build networks.
The price of wireless airtime is plummeting. Carriers continue to compete primarily on price.


The Five Rules for Successful Stock Investing
by Pat Dorsey

https://myinvestingnotes.blogspot.com/2010/05/investors-checklist-telecom.html?m=1


soojinhou
844 posts

Posted by soojinhou > Mar 3, 2019 8:24 AM | Report Abuse

Thumbs up even you are a dick to everyone you don't agree with.


Choivo Capital
3174 posts

Posted by Choivo Capital > Mar 3, 2019 9:11 AM | Report Abuse

Haha lol!


Sslee
1900 posts

Posted by Sslee > Mar 3, 2019 11:18 AM | Report Abuse

Dear all,
This is how you feel working in a wonderful company.
I am glad I growth up to become an engineer and now working for PT Musim Mas, a fully integrated palm oil corporation that subscribed fully to the principles of RSPO and committed to the production and use of sustainable palm oil for People, Planet and Prosperity. We are in an industry that brings benefit and prosperity to all stakeholders.

Our plantation division planted million and millions of palm tress in a responsible and sustainable way so that our mother Earth can breathe a little bit easy. ((Note: Tree/plant through a process called photosynthesis utilizes the energy of sunlight and capture CO2 from the atmosphere and H2O from the ground water and convert it into Hydrocarbon building block (Basic HC building block that started and sustain all living creature on this World and releasing O2 back to the atmosphere.)). Our conservation and rehabilitation program on HCV areas will allow thousands if not millions of our next generation children to enjoy the beauty of flora and fauna at its pristine natural environment. Our social responsible program of building kindergarten, school and giving bursary to students will help thousands and thousands of local communities children to build a better tomorrow for themselves and their family through better education. Our small holder program of given financial assistance and managing small holder plantation for them had enable thousands of previously landless farmers to own land and uplift their living standard.

Our mid stream operation produce an affordable healthy cooking oil and specialty fat so that millions of peoples do not need to go hungry tonight and many more millions of overfed peoples can still remained healthy.(Note: If not for palm oil, many food items will be un-affordable to millions of peoples)

Our downstream Oleo Chemical operation produce renewable, biodegradable and edible environment friendly natural chemical at competitive pricing so that our customers can turn it into an affordable hygienic, cosmetic, health and consumable product that enable millions of peoples to look good, smell good and feel good.

We believe we are “Enriching others at the same time enriching ourselves” a Must Do Principle. It is this believes that drive us to do more, to do our best, to be the best and passionate about our work. Together we do make a different to this world. That a life worth living for.

Thank you


RainT
4777 posts

Posted by RainT > Mar 3, 2019 11:44 AM | Report Abuse

Zzzzzz


qqq3
13574 posts

Posted by qqq3 > Mar 3, 2019 12:22 PM | Report Abuse

by kcchongnz > Mar 3, 2019 06:24 AM | Report Abuse

Great if more youngsters, and even retirees can spend time and effort learning the right path of investing, the fundamentals of investing, or at least as the basics before plunging into other disciplines.

This ensures building of long-term wealth, steadily, rather than most likely, 99% of the time, getting killed by the sharks trying getting rich quick.
=================

S=Q r...............Its Q or don't Q?


Its business sense too...........


qqq3
13574 posts

Posted by qqq3 > Mar 3, 2019 12:24 PM | Report Abuse

whoever wrote this is Q....His name is Q

https://klse.i3investor.com/blogs/koonyewyinblog/196112.jsp


newbie4444
681 posts

Posted by newbie4444 > Mar 3, 2019 1:20 PM | Report Abuse

3iii so Timecom a sell?

Posted by 3iii > Mar 3, 2019 08:20 AM | Report Abuse
Investor's Checklist: Telecom Sector

The telecommunication sector is filled with the kinds of companies we love to hate:
They earn mediocre (and declining) returns on capital,
economic moats are nonexistent or deteriorating,
their future depends on the whims of regulators, and
they constantly spend boatloads of money just to stay in place.

Even companies that once boasted wide moats, such as those that control the local phone network, face increasing competition from newer players, such as cable and wireless networks. Because telecom is fraught with risk, we typically look for a large margin of safety before considering any telecom stock.


Goh Kim Hock
1077 posts

Posted by Goh Kim Hock > Mar 3, 2019 1:30 PM | Report Abuse

nice one bro Jon. Give you a like.


qqq3
13574 posts

Posted by qqq3 > Mar 3, 2019 1:39 PM | Report Abuse

2018 very bad year for small caps..last 2 months small caps doing well.


Icon8888
18232 posts

Posted by Icon8888 > Mar 3, 2019 1:51 PM | Report Abuse

so longwinded ... I need to keep slapping myself to stay awake

ok lah give you a like also


abang_misai
1115 posts

Posted by abang_misai > Mar 3, 2019 2:01 PM | Report Abuse

Cantek comment. Couldn’t agree more.

Posted by Icon8888 > Mar 3, 2019 01:51 PM | Report Abuse

so longwinded ... I need to keep slapping myself to stay awake

ok lah give you a like also


qqq3
13574 posts

Posted by qqq3 > Mar 3, 2019 2:06 PM | Report Abuse

share market is about Q, not about writing England.


Choivo Capital
3174 posts

Posted by Choivo Capital > Mar 3, 2019 2:10 PM | Report Abuse

Haha i find that my articles are much better when i present them live.

I have to admit, written out, its honestly hard to finish (unless you're an avid read), since i like to elaborate on my points.

====
Icon8888 so longwinded ... I need to keep slapping myself to stay awake

ok lah give you a like also
03/03/2019 13:51


Choivo Capital
3174 posts

Posted by Choivo Capital > Mar 3, 2019 2:14 PM | Report Abuse

Haha cute!

I dont know why i look odd in pictures. Must be gain weight d.

or just face problem! Hahaha

Hope it brings you luck!


Icon8888
18232 posts

Posted by Icon8888 > Mar 3, 2019 2:25 PM | Report Abuse

you looked ok lah

cough cough


VSOLAR Sailang Margin All In
2671 posts

Posted by VSOLAR Sailang Margin All In > Mar 3, 2019 5:01 PM | Report Abuse

hahahahah what is going on here


3iii
6822 posts

Posted by 3iii > Mar 3, 2019 5:07 PM | Report Abuse

This is yet another reason to stay with great companies.



There is no price low enough to make a poor quality company a good investment.



If you're in doubt about the quality of a company as an investment, abandon the study and look for another candidate.

When in doubt, throw it out.

Abandon your study and go on to another. There is no price low enough to make a poor quality company a good investment.


The worse a company performs, the better value its stock will appear to be.

Because declining fundamentals will prompt a company's shareholders to sell, the price will decline. This will cause all the value indicators to show that the price has become a bargain. It's not!

When the stock is selling at a price below that for which it has customarily sold, you will want to check to see why - what current investors know that you don't.



http://myinvestingnotes.blogspot.com/2012/06/there-is-no-price-low-enough-to-make.html?m=1


probability
10517 posts

Posted by probability > Mar 3, 2019 6:40 PM | Report Abuse

if Jon has a long beard on his chin...no one will doubt him as the ''úlama saham" of i3...

bersyukur sangatlah i3..he he


lizi
1955 posts

Posted by lizi > Mar 3, 2019 8:19 PM | Report Abuse

i think i am slow reader, started in the morning, stuck at Valeant Pharma currently.....


Choivo Capital
3174 posts

Posted by Choivo Capital > Mar 3, 2019 8:37 PM | Report Abuse

Haha I'm quite thankful that anyone is even reading this 8,800 word monster. There are so many words, that out of the 51 articles I've written on this site, only 2 of them have more views than the number of words on this article.


adrianjessy
1 post

Posted by adrianjessy > Mar 3, 2019 8:51 PM | Report Abuse

A Wonderful writeups that stroke the conscience of Topups'.


feimah
881 posts

Posted by feimah > Mar 3, 2019 10:30 PM | Report Abuse

Good sharing..


Sslee
1900 posts

Posted by Sslee > Mar 3, 2019 11:31 PM | Report Abuse

Dear all,
Repost from dayang forum
I am glad that the whole attention of Investment bloggers days is focus on the oldest speaker Koon and not so young Jonlohsoh. One is market mover and the other is “books with two legs and two hands sticking out (putting in at least 10 lb to his weigh lately)” but able to fully understand what he read and articulate his thoughts into a very well structure and refreshing presentation. Well done

This leaves me not so old man look like (NATO) no action talk only. Thus I need to emphasis my talk on FA least everyone forget about it.
Fundamental analysts study anything that can affect the stock's value, including macroeconomic factors (e.g. economy and industry conditions) and microeconomic factors (e.g. financial conditions and company management). The end goal of fundamental analysis is to produce a quantitative value (Intrinsic Value) that an investor can compare with a stock's current market price, thus indicating whether the stock is undervalued or overvalued.

Read the annual report thoroughly: P/L statement, Balance sheet and Cash flow. When you fully understand all the three then from Balance sheet derived the holy grail of investment the “Intrinsic Value”
So ask what is the intrinsic value for long term investment but target price (TP) for trading purpose but remember to lari kuat kuat when thing turn south.

Thank you.


PureBULL .
1016 posts

Posted by PureBULL . > Mar 4, 2019 12:05 AM | Report Abuse

dear Choivo Capital,

U r quoting Warren B's wonderful words all the time.

There is only 1 Warren B. in the entire world thus far.
Be like him as follows:-


https://purebull-bursatrader.blogspot.com/


kalteh
52 posts

Posted by kalteh > Mar 4, 2019 8:54 AM | Report Abuse

Want to say I really enjoyed your talk. It was interesting and fun. Thanks a lot for sharing.


GreenTrade
520 posts

Posted by GreenTrade > Mar 4, 2019 9:56 AM | Report Abuse

Good event :)


Trader Hub
42 posts

Posted by Trader Hub > Mar 4, 2019 10:37 AM | Report Abuse

I think yours is perhaps the most well-explained and well-illustrated presentation on general stock investment mindset, though a bit long winded ;)

But i have to say i thoroughly enjoyed it. Like!


Aseng
6772 posts

Posted by Aseng > Mar 4, 2019 10:40 AM | Report Abuse

choivo,

uncle want to teach you a new Chinese saying today

other than " I eat more than you eat rice "

interested to learn ?

ask you will get it .

( may be a bit late to response to your request because I go gai-gai with my wife now )


3iii
6822 posts

Posted by 3iii > Mar 4, 2019 4:23 PM | Report Abuse

Top Gainers
Stock Last Change
TIMECOM 8.570 +0.370
AEONCR 17.020 +0.320
PENERGY 1.100 +0.195
DAYANG 1.360 +0.180


The top 4 gainers today @ 4.30 pm.

3 of these stocks are actively promoted in i3.

Timecom was highlighted by Choivo on Saturday's symposium.

Conclusion: i3 is a powerful forum in Bursa.


VSOLAR Sailang Margin All In
2671 posts

Posted by VSOLAR Sailang Margin All In > Mar 4, 2019 4:24 PM | Report Abuse

the blogger day very effective


Choivo Capital
3174 posts

Posted by Choivo Capital > Mar 4, 2019 5:26 PM | Report Abuse

https://klse.i3investor.com/blogs/PilosopoCapital/172101.jsp

Wrote something on it a few months back.

====
3iii Top Gainers
Stock Last Change
TIMECOM 8.570 +0.370
AEONCR 17.020 +0.320
PENERGY 1.100 +0.195
DAYANG 1.360 +0.180


The top 4 gainers today @ 4.30 pm.

3 of these stocks are actively promoted in i3.

Timecom was highlighted by Choivo on Saturday's symposium.

Conclusion: i3 is a powerful forum in Bursa.
04/03/2019 16:23

Heavenly PUNTER the blogger day very effective
04/03/2019 16:24


dompeilee
6118 posts

Posted by dompeilee > Mar 4, 2019 8:20 PM | Report Abuse

Only invested since 2016 & already asking for fees? Wow! You have a long way to go!!!


VSOLAR Sailang Margin All In
2671 posts

Posted by VSOLAR Sailang Margin All In > Mar 4, 2019 8:23 PM | Report Abuse

dompeilee, one thing to note in Bursa is that, experience is not = skills. You can have some 60 years old uncle, punting / "investing" in Bursa for the past 40 years yet making losses consistently. I think investing is one of the only aspect of life where experience does not amount to much if you don't learn from it.


Choivo Capital
3174 posts

Posted by Choivo Capital > Mar 4, 2019 11:35 PM | Report Abuse

Dompeilee,

Read again the structure.

On me charging for my time, when it comes to going through ones portfolio etc. Well my time is not free.

And I'm quite sure of providing more than adequate value. People are free to ask for their money back, if they find it not worth the money, no questions asked.


stockraider
13151 posts

Posted by stockraider > Mar 5, 2019 8:18 AM | Report Abuse

Choivo,

Don waste time...managing other people funds...put ur effort accumulating ur wealth on your own, i think in short run this is more efficient mah....!!

Managing other people funds there are too much constraints and conditions place by authority, if u want to do it legally loh....!!

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