Dear all,

Follow up with my last year article:

https://klse.i3investor.com/blogs/Sslee_blog/188006.jsp

My Take on Year 2018 “Annus Horribilis”

Please allow me to reflect on Year 2019:

We are now at year-end holiday season and another 4 days time people of Christian faith will celebrate Christmas day (Celebration of the birth of Jesus Christ), during this festive season of giving, let us take time to reflect and enjoy the simple things in life of forgiveness, gratefulness and sharing our joy and happiness with those around us. Wishing you Merry Christmas and a much happiness and more successful in your shares investment/trading throughout the Year 2020.

Another 11 days time to marks the end of the Year 2019 calendar. We can all agree that this year has been quite an eventful one with so much happening in the World, Malaysia and i3investor. Around this time many are taking stock of what the year has been for them and also noting down targets and goals for the New Year 2020. Some people will of course rechecking what they had missed in their 2019 goals and targets list and make a rebalancing effort in what need to be done in order to achieve their goals and target for Year 2020.

At the world stage I am amused and at the same time sickened by the CNN live news reporting on President Trump’s house impeachment debate where the true, fact, honor and what constitute abuse of power and misconduct did not matter anymore. Democratic and GOP lawmakers had a go at each other with name-calling, mocking, ridicule, insulting, degrading, deride, arm-twisting, taunting, vitriol and partisan ugliness on their debate “For” or “Against” impeachment  (luckily no chair throwing or hair pulling yet). GOP lawmakers are royal followers of President Trump and will defend/support President Trump at all costs. https://www.usatoday.com/story/news/nation/2019/12/18/donald-trump-impeachment-divided-nation-house/2692943001/

GOP control senate is obliged to acquit Trump of any wrongdoing, what a mockery of justice and rule of law when senate impeachment trial is nothing but a kangaroo court where rule of jungle prevail. The USA is now not longer a flag-bearer for free world, free press, liberty, integrity, justice, fair-play, reasoning, better judgment and democracy. The world most powerful nation is now a laughing stock in the eye of the world.

https://edition.cnn.com/2019/12/12/politics/senate-impeachment-trial-mitch-mcconnell-white-house/index.html

Senate Majority Leader Mitch McConnell and President Donald Trump's top lawyer sketched out a plan Thursday to coordinate closely for an impeachment trial. One thing that McConnell, at least at this point, is certain of the eventual outcome, "There's no chance the President will be removed from office," he told Hannity, "My hope is there won't be a single Republican who votes for these two articles of impeachment."

Back to Malaysia, we can kiss our Vision 2020 goodbye. We can never able to overcome the nine strategic challenges espouse in Vision 2020 in order for Malaysia to become a developed and progressive country. Our political leaders lack the political will, commitment and determination to do what is right for the nation because these self-serving politicians are only interest about empower themselves with power, money and position.

• Challenge 1: Establishing a united Malaysian nation made up of one Bangsa Malaysia (Malaysian Race).
• Challenge 2: Creating a psychologically liberated, secure and developed Malaysian society.
• Challenge 3: Fostering and developing a mature democratic society.
• Challenge 4: Establishing a fully moral and ethical society.
• Challenge 5: Establishing a matured liberal and tolerant society.
• Challenge 6: Establishing a scientific and progressive society.
• Challenge 7: Establishing a fully caring society.
• Challenge 8: Ensuring an economically just society, in which there is a fair and equitable distribution of the wealth of the nation.
• Challenge 9: Establishing a prosperous society with an economy that is fully competitive, dynamic, robust and resilient.

The outrageous imagination threat of Liberation Tigers of Tamil Eelam (LTTE) resurgence or a communist (CPM) revival had taken over our national psyche/narrative. Our police and Home Minister went into overdrive using SOMSA draconian law to arrest LTTE suspect offenders and open investigation paper on the Communist gathering as though our national security is under immediate threat or very soon communism will take over our country.

https://www.thestar.com.my/news/nation/2019/12/02/special-branch-to-probe-communist-gathering

Should Malaysians be concerned with the real threat of radical islamification of our nation?

https://www.channelnewsasia.com/news/asia/malaysian-muslims-jail-missing-friday-prayers-waterfall-picnic-12152266

Are Jakim officers who skipped Friday prayers to spy and make the arrest are themselves above the law?

What about Quranic statement: “Let there be no compulsion in religion”? Or

Minister in charge of Islamic affairs, Mujahid Yusof Rawa’s “Rahmatan lil Alamin” (mercy to all creations) policy and compassionate Islam?

Back to i3investor: Year 2019 will be remembered as a turnaround year for many i3 investors/traders.

1. The FA and TA Sifu OTB are spoiled of choice to recommend many stocks on "price and volume breakout".

Posted by OTB > Dec 5, 2019 7:06 PM  

SALAM,
I agreed that I also made a lot of mistakes in the past especially in 2018.
In last 10 years, I made big profit in last 9 years.
In 2018, I made 42% loss.
FYI, I made 149% ROI in 2019 updated 29/11/2019.

2. Icon8888 is laughing all the way to the bank with his turnaround stocks Armada, JAKS and his growth stock MBM Resource.
3. Mr. Koon is so happy, smiling from ear to ear that his DAYANG had made him richer by RM 58 million within 9 months, his fastest speed record of making money from the stock market instead of his most expansive mistake of 2018 JAKS that cost him RM 64 million. https://klse.i3investor.com/blogs/koonyewyinblog/247331.jsp
4. KCChong finally put his love and passion on investment teaching and writing into book for publication and his stock picked Magni-Tech is doing very well in 2019.
5. Calvintaneg after bullish on O&G in his 2019 stocks picked is now promoting 2 sen stock NETX with NOSH: 3,640 million untiringly. https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/245678.jsp
6. DK66 and SarifahSelinder are now finally enjoying the fruit of their conviction, persistent and faith in JAKS. JAKS 52 weeks range: RM 0.405 - 1.43 and deMusangking is sharing his wet-wet, song-song enjoyment sensation with Miss JAKS in JAKS forum.
7. Stockraider’s  2019 prediction of SAPNRG RM 3.00 in three year time will be another i3 best one and most outrageous prediction of the year category, on par with his 2018 prediction Hengyuan RM 40. He has better luck with Icon8888’s Armada in 2019.
8. Herbertchua love-hate relationships with Lay Hong finally come to an end. Or had he? He hasn’t decided yet whether his surname is Chua or Ooi? https://klse.i3investor.com/blogs/Herbert/blidx.jsp
9. qqq3 the Masochist, who like to be beaten left, right, center into a pulp and take a masochistic delight in enjoying every moment of it finally find another less damaging enjoyment in cycling. Good for him.
10. The learned 3iii and Ricky Yeo were criticized for their too academic approach with their many investment theories but too shy to share their stock recommendation write up with their investment thesis that will vindicate their thesis actually work in real world.
11. Last but not least many thanks to i3’s 2019 newcomer of the year Mr. Philip. His blog articles are both enlightening and thought provoking on investment thesis buying into good companies and enjoying multi-bagger gain in long term. https://klse.i3investor.com/servlets/cube/blog/10154899906070843.jsp

He speaks his mind, hard hitting, sharp, merciless and putting his money where his mouth is. But his 2019 stocks picked Pchem and Gkent did not performance well in 2019.

Posted by Philip Greta > Dec 11, 2019 10:22 AM  

He just wants to sell his members exclusive content and his short skirt guide to stock investing.

Those who can, do.
Those who can't, teach.
Those with no portfolio, and can't even teach.
Try to teach sports.

Come on, can't even do 5 stocks? At least give me so I can start tracking your portfolio performance over a 5 year period. Instead of how you like to say you made money over this stock and that stock and whatever stock. At least be brave and put your best foot forward.

I wrote about Pchem (from 8.33 down to 7.06 but my thesis is completion of PIC in the next 3 years long term will recover to high price) but currently falling flat on my face.

I wrote about gkent (from 1.12 to 0.945 waiting for lrt3 recognition) but enjoying 7% dividends to wait and also falling flat on my face. Fyi I added 500k at 0.95 so a bit about conviction here.

I wrote about PPHB (from 0.49 in January to 1.06) my brother-in-law who works in Penang for them laughing at me for the pump and dump article I wrote (waiting for the hotel to complete, which it did, and double earnings in latest q), so semi flat on my face.  
Note: Haha someone make his first 100% ROI from this stock. Posted by Choivo Capital > Dec 9, 2019 3:49 PM: Haha i sold, im out. My first 100% stock, but the position was damn small zz.

I wrote about stoneco (from 22.19 in January to 38.91), which is my biggest investment, currently laughing to the bank.

These are the 4 stocks I wrote about this year with my perception on why I thought they were a good buy. I am notoriously picky with what I consider good and bad stocks, I argue with icon8888 and Calvin tan often. But I also respect their views and what they bring to the table.

Small concentrated investments.
You I realize have no views, only generic academia which doesn't turn any profit (or loss)
Specifics: not generics. Ball is in your court Ricky, try to man up and provide some actual stocks that you buy (if no money still in school is ok, use imaginary money). Otherwise how else to achieve reputation? 5 stocks.

Yes?

>>>>>>>
https://musingzebra.com/

In summary what work well in 2019?

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” - Benjamin Graham.

1. First level thinking; “This quarter earnings is better than last quarter earnings and next quarter earnings will be better than this quarter earnings” With that you can write 20 articles in i3 to promote the stock and earned RM 58 million within 9 months like Mr. Koon.
2. 3iii's and Philip's second level thinking; “The market price will continue going up when companies can make stable, predictable and consistence revenue and earnings growth year after year”  Fund managers and Market makers love this type of stocks and these stocks will be rewarded with high premium of PE 25 to 50 to 75 to 100 and beyond. Example: Nestle, QL and Stoneco
3. Third level thinking; “Calvintaneng’s limitless stretching of imagination and story-telling” He had contributed thousand articles to i3 and had made so many “Chun-Chun” calls.

For us layman or no-brainer, if you want to make fast money please use your fist level thinking, “this quarter earnings is better than last quarter earnings” and look out at your TA chart for stocks on "price and volume breakout" 

For year 2020 in order to avoid Philip’s sharp tongue and been told to man up and provide some actual stocks that you buy, otherwise how else to achieve reputation? I decide to put my reputation on the line.

Here my stocks picked for year 2020:

1. INSAS

Earnings visibility: 1 cents dividend from Inari is about 6 million cash inflow to INSAS.

INSAS Credit & Leasing Sdn Bhd - Aggregate amount of outstanding loans as at 30 September 2019: RM 313,606,000. The interest rate charged by ICL is in accordance with the Money-lending Act, which is not more than 12% p.a.for secured loans and not more than 18% p.a.for unsecured loans.

M&A Securities Sdn Bhd: Stock broking and corporate finance advisory businesses about RM 9-15 million depend on how many companies M&A help to list on the LEAP and ACE Markets

Executive Director Dato’ Dr. Tan (a Masters and PhD in Engineering Science in 1981 and 1983 respectively from Harvard University, USA. Dato’ Dr. Tan has more than 30 years’ experience in the global IT and related high technology industries. He joined Insas Berhad in 1997 where he currently heads the Technology Division) is task driven in growing INSAS Technology Division future growth in E&E, ICT, Fin-Tech, Biotech and Food-Tech.

CEO Dato’ Wong (an accountant by profession and has been a member of the Malaysian Institute of Certified Public Accountants since 1985 and a member of the Malaysian Institute of Accountants since 1988. Prior to joining Insas Berhad, Dato’ Wong had worked for Harun, Oh & Wong, a member of Horwath International firm of public accountants in Malaysia from 1981 to 1990 and Stoy Hayward London, Chartered Accountants from 1990 to 1991) is task driven in improving the financial performance of M&A Securities Sdn Bhd, INSAS Credit & Leasing Sdn Bhd, Retail trading, Car rental and Investment holding.

Immediate catalyst: Once INSAS warrants and RPS 2015/2020 expired on 25^th Feb 2020 more clarity will emerge and Dato’ Wong will have more rooms to formulate dividend policy and seek approval for MGO waiver to start share buy back again.

2. TUNEPRO

I have no idea how to evaluate insurance business (Choivo prefer ALLIANZ and perhaps he can help to do a valuation comparison on insurance stocks listed in Bursa) but knowing AIRASIA GROUP’s culture (clear mission, people/guest-centric, innovation and dare to dream big), it is just the question of time TUNEPRO will capitalize the Air-Asia’s big customers data to grow TUNEPRO insurance business. So just collect when RIVER AND MERCANTILE ASSET MANAGEMENT LLP is having big sales day.

3. PCHEM

Agree with Philip’s recommendation:

https://klse.i3investor.com/blogs/philip6/2019-02-14-story-h1457040136-HOW_CALVIN_TAN_CHUN_CHUN_CALL_CONVINCED_ME_TO_SELL_PUBLIC_BANK_FOR_SECR.jsp

I have nothing more to add except to collect more PCHEM during discount day sales.

4.  YTLPOWR

Agree with Icon8888 recommendation:

https://klse.i3investor.com/blogs/icon8888/2019-11-25-story-h1480307867-_Icon_YTL_Power_Reaching_Inflection_Point_Completion_of_Jordan_IPP_By_M.jsp

Add in: https://en.wikipedia.org/wiki/Attarat_Power_Plant

5. JAKS

It is a very difficult decision for me to pick JAKS as I distrust ALP but I think all will be forgiven if ALP can deliver the promised profit from JV JPP to JAKS. After all a 25 years BOT power plant will immediately generate earnings for the next 25 year after successful commission and operation schedule for mid 2020. I hope this time round my associate with JAKS will have a better ending as oppose to my bitter parting experience with HRC. https://klse.i3investor.com/blogs/Sslee_blog/2019-07-09-story214178-The_important_of_asking_probing_questions_during_AGM.jsp

Looking forward to all the i3 Sifu’s 2020 stocks picked as I can spare 40K per month and will keep an eye on quarterly result to accumulate more on above 5 stocks and any i3 Sifu’s stocks picked that caught my interest.

Wishing you a Merry Christmas and a Happy & Prosperous New Year

Thank you

MSWG Head Corporate Monitoring Mr. Quah, Dato' Wong and me.