Simnchong 
1 post |  Posted by Simnchong > Dec 31, 2020 6:17 PM | Report Abuse
Hi William, any announcement for director dispose off Market? |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 1, 2021 12:07 PM | Report Abuse Monday construction gg. Hsr cancelled |
shrobin
175 posts | Posted by shrobin > Jan 3, 2021 1:36 PM | Report Abuse When to Sell Stocks
Unlike traders who follow charts to make buy and sell decisions, value investors, after buying shares, seldom sell in the short-term. This is especially true for those following quality investing; they invest in great and sustainable businesses for the long run to let compounding does it magic, and hardly sell their shares as it is not easy to find another quality stock to replace it for the long haul.
One of the biggest mistakes or wrong reason to sell a stock is boredom. Don’t be a bumble bee buzzing around from one position to the next. However, what is bought must eventually be sold.
Those people relying on charts use technical signals to make market timing on selling. Some of these signals include a loss of momentum, reaching an overbought state basing on relative strength indicator, or suffering a breakdown on the stock chart. Price targets are set based on price ceilings that the market has defined in the past. However, few chartists have been successful in consistently selling at the right timing following those technical sell signals.
For value investors, buying a stock at the right price is vital, as your return depends on the price you pay. However, without selling, your gain is only a number and you won’t realize the “real” profits. In fact, for most stocks, if you don't sell at the appropriate time, the benefits of proper buying disappear.
There are a few good reasons to sell a stock.
A stock should be sold to realize profit if the share price has risen rapidly above its perceived intrinsic value. This is especially true for cyclical stocks which have risen too much in price during their up cycles. If we don’t sell at their high prices, we may not see the profit later when the down cycle comes as the good time may not be sustainable. The question is, by how much above? For this, I will present my opinion in a coming article.
A stock should also be sold if we discover that we have made a serious mistake in our investment thesis for the stock. We have discovered some cockroaches hiding in the closet. We sell even though we have made a loss in the stock.
We should also sell the stock if later, there is a fundamental change for the worse of the business, something we did not see or anticipated in our previous analysis. In other words, the story has changed. This doesn’t mean we should sell the stock due to the drop of its stock price or reduced company’s earnings in a quarter or two, whereas the long-term fundamentals have not changed.
I often sell a stock when I sense signs of management incompetence or unethical and untrustworthy behaviour. Honesty and credibility of the management is very important, for if they are not, not matter how good is the business and how much the company will earn, as a minority shareholder, they won’t share the fruits of success of the company with us.
As a retail investor, our investment capitals are limited. If we have found a better stock which may provide better return, we may have to sell the existing stock for some proceeds to invest in the better stock with better future. It is the opportunity cost we are weighing on.
In a bull market when stock price goes up a lot and we find that we now have too many stocks in our asset class, we may need to sell some stocks to re-balance our asset allocation as a good practice.
Of course, sometimes we may need money such as starting a business or buying a home, hopefully not for an expensive holiday overseas, we may have to sell the stocks we have.
By KC Chong |
GENER
128 posts | Posted by GENER > Jan 3, 2021 5:25 PM | Report Abuse Thank shrobin :) |
shrobin
373 posts | Posted by shrobin > Jan 3, 2021 6:39 PM | Report Abuse Welcome GENER..... |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 3, 2021 11:32 PM | Report Abuse Hsr canceled, so time to sell |
spectre007
1409 posts | Posted by spectre007 > Jan 4, 2021 12:46 AM | Report Abuse What has Gdb got to do with HSR? What nonsense is this? |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 4, 2021 7:46 AM | Report Abuse Later 9am you see ... should be massive selling |
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Aaron_tan
895 posts | Posted by Aaron_tan > Jan 4, 2021 11:10 AM | Report Abuse all still alive ??? |
GENER
128 posts | Posted by GENER > Jan 4, 2021 11:27 AM | Report Abuse Just Bought Another 3000 |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 4, 2021 12:31 PM | Report Abuse 3000 shares is so much. Hahaha |
M3T0123
26 posts | Posted by M3T0123 > Jan 4, 2021 12:44 PM | Report Abuse Hi Mr. Aaron, would you mind to share what's share are you holding now?or 100% cash?thx |
makemesomemoney
46 posts | Posted by makemesomemoney > Jan 4, 2021 4:41 PM | Report Abuse @aaron, alive and making loads thanks to GDB :) |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 4, 2021 7:35 PM | Report Abuse Great. Close 0.94... |
GENER
128 posts | Posted by GENER > Jan 6, 2021 4:32 PM | Report Abuse 好机会再上船了。 |
newinvestoronboard
1 post | Posted by newinvestoronboard > Jan 7, 2021 12:46 PM | Report Abuse what is the news causing the massive selling? |
GENER
128 posts | Posted by GENER > Jan 7, 2021 3:20 PM | Report Abuse 疫情+政局混乱+各种项目取消 |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 8, 2021 9:19 AM | Report Abuse 还有short sell |
Begineer
231 posts | Posted by Begineer > Jan 8, 2021 5:41 PM | Report Abuse Ok if drop 70cents. i may consider to top up :P |
IbnuShaari
231 posts | Posted by IbnuShaari > Jan 8, 2021 8:25 PM | Report Abuse I hv already started buying back. Will accumulate more if further down. |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 9, 2021 8:37 AM | Report Abuse Will rebound if mco |
EarnAmeal
35 posts | Posted by EarnAmeal > Jan 9, 2021 5:14 PM | Report Abuse Check the price during MCO, RM0.40 is waiting |
Begineer
231 posts | Posted by Begineer > Jan 11, 2021 8:11 AM | Report Abuse if the fundamental of the company remain the same and the price is RM0.40. I will definitely topup |
IbnuShaari
231 posts | Posted by IbnuShaari > Jan 12, 2021 10:39 AM | Report Abuse if GDB goes back to 0.40c, the market considered to crash! |
tok_jeff
199 posts | Posted by tok_jeff > Jan 13, 2021 3:34 PM | Report Abuse haish |
Dcmh
709 posts | Posted by Dcmh > Jan 13, 2021 4:50 PM | Report Abuse lai balik |
Dcmh
709 posts | Posted by Dcmh > Jan 13, 2021 4:51 PM | Report Abuse the stockist with capital to push on fundamental company |
GENER
128 posts | Posted by GENER > Jan 13, 2021 8:17 PM | Report Abuse 疫情不断，增加了建筑成本了。但是整体还是良好的。 |
GENER
128 posts | Posted by GENER > Jan 14, 2021 11:34 AM | Report Abuse 涨回0.950了。。。很多人Miss The Boat |
shrobin
175 posts | Posted by shrobin > Jan 18, 2021 9:36 AM | Report Abuse *RHB Morning Cuppa*
*GDB Holdings (GDB MK, NOT RATED, FV: MYR1.50)*
_Quality Contractor For Quality Developers_
Trading Idea
MYR1.50 FV based on 10x P/E. We like GDB Holdings for its strong track record in the high-rise construction segment and solid balance sheet. The company’s current construction projects are mostly mid- to high-end property projects by many reputable developers in the market, and the timely payments by these clients have ensured its healthy cash flow. With the latest contract win of MYR1.25bn, we expect earnings to triple in FY21F, as construction works are allowed to continue under MCO 2.0. FY21F dividend yield is attractive at c.6%.
Disclaimer: This message is for information purposes only. Reproduction or dissemination to third party is prohibited. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information nor shall it be construed as an offer/solicitation or recommendation to buy/sell any stocks. Investors should make their own informed decisions by consulting your own independent adviser(s) before investing. We accept no responsibility or liability for loss or damage that may arise from the reliance of this message. For the full information regarding the stocks mentioned herein please refer to the relevant websites |
Begineer
231 posts | Posted by Begineer > Jan 18, 2021 6:25 PM | Report Abuse Awesome. |
Dcmh
709 posts | Posted by Dcmh > Jan 18, 2021 10:23 PM | Report Abuse Indeed very hands on and well managed construction company with timely and quality delivery for those developers willing to pay some extra premium |
JaydenF
19 posts | Posted by JaydenF > Jan 18, 2021 11:19 PM | Report Abuse TP RM3 |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 21, 2021 4:24 PM | Report Abuse Tp 0.8 |
chengcheekaan
104 posts | Posted by chengcheekaan > Jan 22, 2021 4:33 PM | Report Abuse Aaron, you're TP is damn accurate. I learn a lot from you sifu |
Begineer
231 posts | Posted by Begineer > Jan 22, 2021 5:04 PM | Report Abuse Good closing. Target price achieved. |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 22, 2021 8:01 PM | Report Abuse Thanks chengcheekaan |
superlucky
16 posts | Posted by superlucky > Jan 22, 2021 9:31 PM | Report Abuse https://www.theedgemarkets.com/article/singapores-oxley-holdings-teams-pavilion-build-oxley-towers-klcc |
superlucky
16 posts | Posted by superlucky > Jan 22, 2021 9:41 PM | Report Abuse gdb board of directors.....look at their previous relationship w pavilion, possible get slices of pizza? |
Dcmh
709 posts | Posted by Dcmh > Jan 22, 2021 10:23 PM | Report Abuse Steady stock made so much in many round |
shrobin
373 posts | Posted by shrobin > Jan 23, 2021 5:52 AM | Report Abuse Oxley Tower, an interesting project indeed..... |
Begineer
231 posts | Posted by Begineer > Jan 23, 2021 8:49 AM | Report Abuse superlucky, mind to share what kind of relations pavilion has with GDB board of directors? |
GENER
128 posts | Posted by GENER > Jan 23, 2021 3:36 PM | Report Abuse they are brother. i think this project will goto GDB. |
Aaron_tan
895 posts | Posted by Aaron_tan > Jan 23, 2021 3:37 PM | Report Abuse Please dont use hope, assumption in stock market |
Dcmh
709 posts | Posted by Dcmh > Jan 23, 2021 8:00 PM | Report Abuse Buy and sale fr .38 till now and never let down till now |
Dcmh
709 posts | Posted by Dcmh > Jan 23, 2021 8:01 PM | Report Abuse Should be at par with ijm or suncon |
shrobin
373 posts | Posted by shrobin > Jan 24, 2021 6:41 AM | Report Abuse Good growth, good financial management and excellent project execution are the hallmarks of GDB....... |
