CAPITAL at Risk
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TIMING Risk
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WHAT STOCKS TO BUY?
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WHEN TO BUY/SELL?
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Involves how to find stocks…
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Essential to have good timing ……
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How to reduce Risks
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Franchise Quality (Business Quality)
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Price Volatility Positioning
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Operating Margins
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Volume Analysis
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Net Profit Quality
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Current Yields & Dividend Prospects
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Earnings & Dividend History
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Dividend Dates
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Business Solvency
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Current Discounts from Valuations
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Performance KPIs
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Industry Outlook
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Growth Prospects
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Economic Outlook
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Management Integrity
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Other Factors
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Controlling Owners' Purpose & Direction
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Competitive Position
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Price vs Value Position
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Created by Intelligent Investor | May 07, 2015
Created by Intelligent Investor | Jan 27, 2015
Created by Intelligent Investor | Jan 14, 2015
Created by Intelligent Investor | Jan 14, 2015
Created by Intelligent Investor | Jan 14, 2015
Created by Intelligent Investor | Jan 14, 2015
Created by Intelligent Investor | Jan 14, 2015
hi johnny, i am not sure about UEMS as it is not in my watchlist.
In my opinion, VITROX is business is good. It's ROE is 18% and ROR is 22%. The revenue and net profit is increasing from time to time too. But bear in mind that the price have been increased from RM0.9 to RM2 less than a year. And the P/E is almost 19. I am not sure if the price can continue to move up or not as I don't have a crystall ball with me. And frankly speaking, I am not good at market timing, and I shouldn't in the position to provide any advice on this.
If you read my conversation with other members in http://klse.i3investor.com/blogs/intelligent_investor_notes/52939.jsp, you will found out that I am kinda risk averse and I am not aiming to double up my money within short period. I like to buy when there a high Margin of Safety.
And, I think my style and stock pick is kinda boring and might not suite your taste.
If you want to buy something which is safe, you can consider following post which I think it is suite my taste:-
http://klse.i3investor.com/blogs/kcchongnz/53034.jsp
http://klse.i3investor.com/blogs/stoCKTANgerin/52955.jsp
2014-05-27 14:29
johnny cash
Dear inteligent, good afternoon.. lately a few months ago last year i bought UEM SUNRISE...buying price was quite high..now this counter is not doing well.. i want to sell it and switch over to other uptrending counter.. i am thinking about vitrox.. can you recommend me an uptrending counter please? thanks...UEM will recover but not this year,,so i do not want to waste time on it,, because many other counters are bullish now..please recommend to me, only one good counter
2014-05-27 13:55