ValueGrowthInvesting
(VGI) You still have the chance to make money, as indicated by Liihen
ValueGrowthInvestor
Publish date: Mon, 23 May 2016, 09:36 PM
ValueGrowthInvestor
0 28
Looking for that rare combination, where companies exhibit signs of above-average growth whilst trading at undervalued prices due to market mispricings. Hence, value growth investing.
Just a few days ago, I issued a timely blog post on the merits of export stocks when most people wrote the whole sector off. Sure enough, Liihen released their results a couple days ago which blew everyone's expectations away. Of course, it did not come to a surprise to me as I had been following the underlying data closely.
This is not the first time I got it right, a couple months back, I took a bullish position on the steel sector and those who followed would have made some nice gains. Seems like my strategy of spotting trends before the market does is working out quite well.
In fact, I was so convincing that some prominent bloggers on i3investor had backtracked from their initial recommendation, flip-flopping from sell all export stocks like they were toxic and buy oil and gas to buy export furniture stocks.
Anyway, I am not here to make enemies (although I think I have). This is just an update on my earlier post, I am still monitoring and collecting a stock which has very little investor interest, trading volume and hardly any visibility. However, the stock's earnings growth, profit margin, return metrics, net cash position and valuation is much more attractive than any other furniture counters. Besides, it does not come with the risk of a big fat shareholder cashing out. Till then, always stay ahead of the game!
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Discussions
4 people like this. Showing 15 of 15 comments
Well done, VGI, I think you & Superman 99 are the few only recommended furniture exports companies before the release of Lii Hen QR.
http://klse.i3investor.com/blogs/hardworkeasylifesuperman99/96580.jsp
2016-05-23 21:44
The different between you & superman is you choose Lii Hen & Superman choose Poh Huat. I choose both.
2016-05-23 21:48
I didn't choose Liihen. I commented in my previous post that I don't buy stocks that have been 'played out'.
2016-05-23 21:49
Some may be interested in scraps and leftovers, but I only take the full 5 course meal.
2016-05-23 21:51
2 things, I think your nickname is too long, just ignore it anyway.
2nd thing, steel business is too big to understand for me, anyway, keep it up.
2016-05-23 21:55
A few months ago, I commented that US recovery will likely be resilient due to the nature of their economy where 70% is derived from consumption. So far, jobs are holding up well and wages are inching up. Companies with large exposure to the US market should do OK.
2016-05-24 06:37
can set up watsup stock tip subscribe group...I will join...1k per yr also no problem
2016-05-24 09:44
hi VGI, not sure whether you purposely ignore this article which says that "Unexpected event leads me to stop my view of SELL all EXPORT THEME stocks" .. Here's the link
http://klse.i3investor.com/blogs/genzinvestor/95487.jsp
Macro economy change on a daily basis and everyone is entitled to change their view when there is a strong change in the fundamentals
2016-05-24 11:53
This article refer fayetan. She keep chang8ng her views. Macam itu analyst
2016-05-24 21:08
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2016-05-23 21:41