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How to Look for Values in Companies

Tan KW
Publish date: Sun, 06 Oct 2013, 12:00 AM
Tan KW
0 470,417
Good.

 


All you need is to have certain tools to look after your own investing.

@ 3.00  The moment my son turned 18, I invested with him and he is now competent in looking after his own investing.  I believe when he reaches my age, he will be wealthier than I am.

@8.30  US, Japan, Europe, and UK.  Quantitative Easing - To Lower Interest Rates, Lift Asset Prices and Lower Exchange Rates

@ 11.00 My Currency - Your Problem
National Debt solutions - Service it, Default on it, or Inflate it away.

@ 12.40:  Buy inflation beating assets for the long term:  Properties and Shares.

@ 14.18:  How do you value?  PYAD - P/E, Yields, Assets and Debts

@ 16.00:  Cheap rubbish is still rubbish.   What do you do?  Hold or Sell?

@ 17.00:  Benjamin Graham vs Warren Buffett

@ 20.30:  Growth and value are joined at the hip.

@  21.20:  Coca Cola company

@  23.15  Concept of Yield on Cost.

@ 26.20:  "The harder I work, the luckier I am." (Biosensors International)

@ 28.00:  A Healthy Culture


www.fool.sg 
 
http://myinvestingnotes.blogspot.com/2013/10/how-to-look-for-values-in-companies.html
Discussions
1 person likes this. Showing 19 of 19 comments

Fortunebull

If Warren Buffet invest in bursa, he will look for counters with rm10 margin! But impossible! That's why he's not here!

2013-10-06 14:58

kcchongnz

Do you really know anything about Warren Buffet, anything at all? Like what are his tenets in investing? How does he invest? His philosophies in investing? what does he look for when deciding whether to invest in a company or not? Does he pay any attention to murder holes like those SPACs etc?

2013-10-06 15:13

Fortunebull

Ha! KCChongnz! Don't be angry at yourself!

2013-10-06 15:14

kcchongnz

I angry with myself? Why?

I was just trying to be helpful to entice you to learn everything about Warren Buffet if you want to dabble in the stock market. Shouldn't you be thankful to me?

2013-10-06 15:30

Fortunebull

Kcchongnz! Terima kasih! Happy now! Warren buffet mentored by ben graham! Fundamentalanaylist use by all universities! Warren bff with bill gates but he never buy microsoft! Or apple! Or tesla! Or hibiscus!

2013-10-06 15:42

kcchongnz

Fortunebull, if ever you want to thank, thank yourself for learning from one of the greatest investors of all time, Warren Buffet.

But, but, seriously, I doubt you have learned anything from Warren Buffet yet. Be serious, take the trouble to learn from him. Believe me for once, it will be good for you in your investing experience.

2013-10-06 15:48

Fortunebull

Do you know why these risk taking microsoft, apple, tesla, hibiscus never pass warren buffet analylisis! Fortunebull also want to know!

2013-10-06 15:49

Fortunebull

Who ever thought typewriter become obsolete thanks to bill gates! Or holding A4 size tab to surf internet! Or listening to thousands of music with no tapes! Or launch rocket by one fool like Ellon Musk who at same time launch electric car and solar business! All these idiots! They should have seek advise from warren buffett! Oh! And latest idiot looking for oil and spending 100 million drilling stupid dry well in Oman!

2013-10-06 16:03

kcchongnz

Fortune, that is why I said you haven't learned anything from Buffet yet despite you talking about Buffet. Absolutely nothing.

Seriously, go learn something bout Buffet. First start with his "Letters to shareholders" of Berkshire Hathaway.

Believe in my good intention.

2013-10-06 16:04

Fortunebull

How you know i dont know anything about warren buffett! Have you meet him before! Or mentored personally by warreen! Ok! Fortunebull very idiot standard to KCChongnz!

2013-10-06 16:11

Fortunebull

Fortunebull buy prolexus, favco, alam, brahims, mahsing, hibiscus! Tell me KCChongnz, all my shares lousy!

2013-10-06 16:14

kcchongnz

Okokok, sorry to make you angry. It was not my intention. My intention as explained is very clear.

I won't say anything any more.

2013-10-06 16:17

Fortunebull

Ha! Fortunebull now angry but hungry! Later go out buy Tudor Gold chocolate!

2013-10-06 16:21

kcchongnz

Sorry, can't resist not to say anything since you asked.

Posted by Fortunebull > Oct 6, 2013 04:14 PM | Report Abuse
Fortunebull buy prolexus, favco, alam, brahims, mahsing, hibiscus! Tell me KCChongnz, all my shares lousy!

Yeah prolexus, favco, alam, mahsing (not in term of cash flow) good companies. I have all commented before in i3.

Brahim? so so lah at this price of 1.40. Expected ROE and ROIC at 9% and 7% respectively. Not really great. Assets are mainly made up in Goodwill, some kind of overpayment of certain acquisition? Yeah I forgot, good catering prospect because of Ahmad Badawi factor? Or hope so? But at 1.40, PE not cheap. Enterprise about 10 times ebit, not cheap at all.

Hibiscus? Why are you so bullish about it? Rumours of striking oil? Insiders goreng for your benefit? I see it as a murder hole. Every year burning cash, losses and losses.

2013-10-06 17:20

Fortunebull

Plenty of murder holes! Sersol! Tms! Eastland! Ya! KCchongnz very conservative! Cashflow, pe, roe! Hibiscus! Ha! I already made money! Can sell and take profit! Dont be sour KCChongnz! Remember risk takers made this world! Dr Kenneth Pereira with 30 years oil and gas must be idiot to throw himself into Hibiscus! Tell Tony Fenandes dont be stupid idiot to start own airline! Charge cheap airfares! How to have cash flow! Create murder hole for himself!

2013-10-06 17:40

Fortunebull

Ha! Fortunebull still remember taking flights oversea and airfare cheaper than bus fare! Ha! Fortunebull thought Airasia go bust very soon!

2013-10-06 17:47

kcchongnz

Yeah lah, I am so sour about you making money in Hibiscus and I am not. So now you know why I said you know nothing about Buffet. You really know nothing about Buffet.

Dr Kenneth apa ini? 30 years experience in O&G and sure make money for you? What makes you think he can find one good O&G acquisition. Why would other sell a good company to him at good price? Why not sell to a highest bidder, or just go public himself?

Of course Dr Kenneth is not stupid. He is making and going to make a lot of money from Hibiscus, whether he makes money for Hibiscus or not.

2013-10-06 18:02

Fortunebull

Ha! You are right! Just like Tony go and buy Airasia! He should have gone public by using TonyAir!

2013-10-06 18:10

kcchongnz

Oh I see. You are betting on this apa ini Dr Kenneth going to buy a stake of an ailing O&G company somewhere for Hibiscus and turns in into an AirAsia equivalent and then benefits all Hibiscus shareholders.

Great investment strategy! Buy, buy , buy! No wonder you are going to make tons of money from Hibiscus. Well done!

2013-10-06 18:25

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