Work Hard for Easy Life - SuperMan 99

(SuperMan 99) POH HUAT - Still benefit from strong US economy?

SuperMan 99
Publish date: Mon, 16 May 2016, 05:47 PM
Warren Buffett Quotes:
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1."

My selection criteria:
1. Sound Management
2. Revenue & Profits are growing
3. Low PE ratio
4. Dividend

My advice:
1. Never buy loss making company
2. Never buy on news
3. Never believe miracle

I will not discuss in details about the background & financial status of Poh Huat in this articles as many great people had already written & shared about Poh Huat Resources & you may read all these articles here: http://klse.i3investor.com/servlets/stk/7088.jsp

 


Question 1: Can Poh Huat Resources benefit from the strong US economy?

Think about what are happening in US now:
1. Strong New Home Sales
2. Strong Furniture & Home Furnishing Store Sales
3. Strong Retail Sales
4. Low Unemployment Rate

My comment: No sign of slowing down in US economy based on the above reports, but some said US will crash, if not this year, it will be next year. Let's see then. However, continuous strong US economy is good news to Poh Huat.

Source: https://ycharts.com/indicators/us_furniture_and_home_furnishings_store_sales

 

Source: http://www.x-rates.com/average/?from=USD&to=MYR&amount=1&year=2016

 


Question 2: What's Next on USD?

Think about these:
1. Strong US economy => Interest Rate Hike?
2. Interest Rate Hike => Strong USD?

My comment: Sorry for I don't have answers for these as I am not an expert. Even many experts had guessed wrongly.

 


Question 3: What's Next on RM?

Think about these:
1. Oil price up from USD25 to USD48 => effect on RM?
2. 1MDB scandal => resolved? case closed?
3. Decreasing money supplies M3 & M1 in Malaysia => Slowing Malaysia economy?

My comment: Some said RM will go back to RM3.50, but some said No, it will go to RM4.50 instead. Sorry for I also do not have any answer.

 


Question 4: Poh Huat, Lii Hen & Latitude, which is better?

All should benefit if US economy continue to be strong. Please refer to Share Price Movement of the 3 stocks & decide yourself: Yahoo Stock Movement Chart since 2016
 


Source: http://www.tradingeconomics.com/united-states/new-home-sales


Source: http://www.tradingeconomics.com/united-states/unemployment-rate

 


Something interesting:

Poh Huat is the top 3 holding stocks of COLD EYED (冷眼前辈) in terms of value. Read here: Cold Eyed Portfolio

 


Declaration & Disclaimers:

All the above are merely for sharing purposes only. I never ask you to buy Poh Huat.

If you think it is lousy, don't buy
If you think it is not true, don't buy
If you think it is misleading, don't buy
If you think it is still sky high, don't buy
If you think it is not logic, don't buy
If you think it will drop further, don't buy

If you are not sure or don't understand, don't buy


If you still insist want to buy, you must aware that I may sell my shares in Poh Huat once price has gone up.

You should make your investing decision based on your own judgement & at your own risk. I will not be responsible nor liable for your action. Good luck & Happy Investing.

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3 people like this. Showing 28 of 28 comments

paperplane2016

Walao! Last yr pl sudah buy. U now only buy? U bodoh, ignorant, ego, arrogant, and worst, tak ada logical thinking!
This yr should buy airasia, airasia and airasia below 2 mah!
Once masuk index , rm4~5

2016-05-16 21:46

paperplane2016

Airasia well qualified to becomes klci index stock! It is mUch more well managed than many sleeping, lousy klci stocks!

2016-05-16 21:47

Icon8888

Post removed.Why?

2016-05-16 22:04

SuperMan 99

I bought Airasia @ RM1.39 when no one wanted to buy & sold all @ RM1.79 when everyone wanted to buy. Though it goes up to RM2.20 now, I never regret.
http://klse.i3investor.com/servlets/pfs/53854.jsp?stockName=AIRASIA

I didn't buy Poh Huat last year because everyone was chasing Poh Huat & other furniture stocks then. Now, I buy Poh Huat because no one want to buy Poh Huat.

I am also monitoring Latitude, Lii Hen & Heve. Hope to collect some.

2016-05-17 00:44

Viie

If buy Pohuat last year, now still paperloss and stuck inside..

2016-05-17 15:21

Viie

Great analysis superman sifu and money sifu, thanks so much !!

2016-05-17 15:23

SuperMan 99

Welcome, Viie.

2016-05-17 17:34

SuperMan 99

Agreed, consider risk-reward ratio before chasing high on certain hot stocks.

Congratulate to those who bought AA group low.

2016-05-17 17:37

paperplane2016

I buy pohuat last yr,, after bonus issues, etc, sudah over 100% return!
Now only you ask ppl buy, mana logic??

2016-05-18 00:08

paperplane2016

And stupid only sell airasia below rm3!!! It is buy and buy all way for airaisa below 2!

2016-05-18 00:09

Icon8888

Post removed.Why?

2016-05-18 00:10

paperplane2016

Post removed.Why?

2016-05-18 00:20

VenFx

Barking dog quickly admit he is the dog that Icon8888 looking at, clever dog he is.

2016-05-18 07:58

Viie

Sky high?? LOL..

2016-05-18 10:43

SuperMan 99

All I wish to do is to highlight on the Disclaimer Section:

All the above are merely for sharing purposes only. I never ask you to buy Poh Huat.

If you think it is lousy, don't buy
If you think it is not true, don't buy
If you think it is misleading, don't buy
If you are not sure, don't buy

If you still insist want to buy, you must aware that I may sell my shares in Poh Huat once price has gone up.

I added 2 more lines:
If you think it is still sky high, don't buy
If you think it is not logic, don't buy

2016-05-18 10:59

SuperMan 99

US consumer prices post largest gain in three years; housing starts up
http://klse.i3investor.com/blogs/kianweiaritcles/96704.jsp

US factory output increases for first time in three months
http://klse.i3investor.com/blogs/kianweiaritcles/96705.jsp

Think about it.

2016-05-18 11:02

Jester

"If you still insist want to buy, you must aware that I may sell my shares in Poh Huat once price has gone up"

Haha. This is a good disclaimer. Well done.

2016-05-18 11:05

SuperMan 99

Thanks, Jester.

2016-05-18 11:52

SuperMan 99

I myself is small time investor, never have any financial resources to push up the price.

All I wish to do is to share how we can predict the company performance based on the some economic/market reports, sometimes it works but sometimes not.

2016-05-18 11:55

JN88

Pohuat sure win counter.

2016-05-18 11:57

latlut

superman. poh huat indeed is a good buy at this price.

2016-05-18 11:58

Jal 贾彬得

superMan thx for the valuable post, thank you for teaching on how to look at the data before buying any stock

2016-05-18 11:59

SuperMan 99

Hehe, I really hope so.

2016-05-18 11:59

SuperMan 99

冷眼先生说,我曾问学医的大儿子:“学医最重要的是学什么?”他说:“学习怎样不把人医死。”这个回答很奇特,事隔十多年仍记忆犹新。所以,做股票的人首先不是学怎么赚钱,而是学会不要亏掉大钱。作为散户,总会有看走眼和买错股蒙受亏损的时候,但只要赚多亏少,长期就可以赚钱。如何减少亏损呢?经验就是采取反向策略,尽量买低,一个简单看法就是一年中的股价最低和最高价之间的平均价,位于最低点和平均价之间就属于低买入区间。而要想在低买入区间购入股票,就要养成反向的习惯,在股市低潮时进场。大多数货物,都是价格越便宜越多人买,唯独股票是越低越没有人买。价格越高,买的人反而越多。这就是大多数人最终赔钱的原因。买入如果股价升够50%,则基本已经脱离危险区,可以放任股价奔跑。如果公司业绩继续改善,就不应该急于脱手,而是继续追随公司成长。但如果公司经营有恶化趋势,则无论赚或赔,都应果断卖掉。

2016-05-18 12:00

SuperMan 99

Welcome, Jal 贾彬得, hope it helps

2016-05-18 12:20

murali

Can ask buy but cannot ask peoply buy at the same time selling quietly..legally not wrong though but....

2016-05-18 16:57

Mgician

last QR also good but the price still low ...

2016-05-18 17:55

stockmanmy

Pohuat the company says they sell in Malaysia and Vietnam.

Bloggers talk about US market

Dichotomy and nobody bothers that the emperor wears no clothes.

2016-05-22 20:17

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