After some ups and downs in from September to Oct... stock market has been boring to some, painful to some, interesting to some.. to me, I rather say, it is "down" to see gains turning into losses... and luckily it has recovered fast. And is time to be cheerful again.. and thank God i have been busy with works that i don't have to stare at the Red-Sea... 

Sharing sharing sharing.. take it lightly..

SMRT
=====
I have sold all my SMRT last week and when it announced that it will be buying MEGB, I am quite sceptical. Because being in Education line, I find it is not easy for someone who doesn't know education to turnaround the business. It's possible, but it might be tough.

PRIVA
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Since, I have hold this as a rumor stock (due to my previous post) I have realised substantial of my gain when it rocketed to RM0.18. I have made enough from this counter. Rumors stock remain rumors stock i guess...

PENSONIC
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Been seeing a good support recently at RM0.45-RM0.46. It is still a fundamentally strong stock. It has good asset base. It has good dividend. The recent RM0.02 dividend has given me a yield of 4.3%. I am happy enough for that. And another further up side for the share price, that's bonus to me.

MYEG
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It has been a stock I hold for very long time... I am still holding on to it. Because I believe in its biz. Domestically driven biz, Politically driven biz. So, safe haven for another 2-3 years probably. Haha. It has to be better when GST starts to kick in.

OCK
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I sold OCK when it was RM1.2x.something cant remember how much and then it kept going north. And I was like quite sad that i released it early. Then, when market corrects, I manage to buy back OCK at RM1.34.. now I will keep it longer.. OCK is the stock pick of UncleZ.. I follow.

HOVID
=====
Another pick of UncleZ.. Biz is currently stall because of full capacity and management is expanding which is expected to kick in in mid of 2015. Well, it has backlog production. We hear biz that suffers from no sales. So it must be right investment - this is common biz logic - when the company is working non-stop.. So, I bought it when the price corrected but my cost is RM0.35...

KAREX
======
This is another biz that I trust in its biz and not anything else. It is condoms. Unless we see cure for AIDS else, we only can see condoms biz shall spark.. Even the gays use condoms... so we have a big market right? Again, the capacity is full and will only restore in 2015.. I bought KAREX quite sometime back when price was around RM2.90.. it went up higher and then fell back.. and stayed below RM2.80 for so long..  but, condoms are here to stay. Like Warren Buffett says, invest in a biz that you know what is going to happen and not when it is going to happen because if you know what, then when is not important..

Some other less significant holding.. including "poor performing stocks" that i buy a bit here and there... :( sad stories don't tell. Haha. E.g. CHEETAH, THHEAVY, FLBHD.. KNM.. ooooh looks like must keep real long... hahahaha.
and some perform fairly well like DIGISTA, BPPLAS, COASTAL...
Some are still in the stagnant.. ECONBHD, BONIA...
Why did I buy so many counters? Sob Sob...  


Newly switched into
===============
PA
===
Bought a lot more of PA Berhad. Dato Ng's track record in Hirotako. That's one reason i buy. So, I am investing in this counters because of its biz to turnaround soon.... The price at RM0.105 yesterday looks attractive to me, so i got more of PA since i have realised my investments from PRIVA..

IRIS
====
Bought this also yesterday.. I didn't analyse much about IRIS. I went to read some forums written about IRIS. Sounds logical. Haha. So what the heck, RM0.34 entry price.. Then retreated to RM0.33.. ok i guess. Why IRIS? Erm... some news I got connected from here and there lo. Just like those APFT, PRIVA, SCH..  probably another play gua.

Ok.. stock market started today    RED   and my work got to start...so it doesnt matter.

Selamat Pagi Malaysia ...

May the BULL comes alive always...

Calow

12-11-14

(yesterday was LAZADA 11-11 discount day... got some stuffs with additional discounts 11%.. not bad)

Disclaimer - this is a personal view of the author, purely for sharing purpose. It is not a buy or share call. Trade at your own risk.