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Greenwald Lecture at Gabelli Value Investing Conference - investbullbear

Tan KW
Publish date: Sat, 04 Oct 2014, 07:14 PM
Tan KW
0 445,370
Good.

 

Saturday, October 4, 2014 

 







Published on 16 Jun 2014
Professor Bruce Greenwald lecture at Gabelli Value Investing Conference at Princess Gate, London in 2005. He looks at the art of value investing and investment processes. 
 

 

Discussions
Be the first to like this. Showing 9 of 9 comments

calvintaneng

Post removed.Why?

2014-10-05 11:37

skyland

MP Corp will need to wait April 2015 only can move up

2014-10-05 11:49

calvintaneng

Skyland

Calvin not so good on market timing. Just buy a little when it is cheap. And buy a little more as it gets cheaper.

And if it crashes suddenly - buy an aweful lot more.

That's how the Top 1% Successful Investor the World Over Made All The Monies In The World.

To Be Top You Must Buy When There is blood on the streets like

Lafarge at 66 cents

When KLSE was at its lowest at 262 points index. Dr Neoh Soon Kean wrote in the Malay Mail with headlines "BARGAIN OF A LIFE TIME! That's how he became a Billionaire!

2014-10-05 15:09

calvintaneng

Going for afternoon siesta. See ya later. Bye

2014-10-05 15:12

CCCL

Hi Calvin, thanks in advance. How about those stocks like Super, SHH, Fiamma,HIL and Eksons which are still below their NTA. Have seen their NTA rising year by year.

2014-10-06 02:31

calvintaneng

CCCL

Super is Good. A Super Growth Stock With High NTA Not Revalued as yet. It is as good as Success Transform & MFCB (Both run up already)

SHH did pretty well. Up a lot already. PM Corp's 2 sister companies were top shareholders, namely PM Cap & PM Hld. They both Cash out SHH Shares. I didn't follow SHH after price surged so much already.

Fiamma - not so familiar. No comment. Will check up on it.

Hil - Bonescythe wrote on it. Should be Ok.

Eksons - Calvin like this stock. Its Shophouses called the Atmosphere have sold well. Its plantation should be OK. Calvin already bought & sold sometime ago. Looking forward to buy Eksons back on weakness.

2014-10-06 02:45

CCCL

Calvin, Eksons have tons of cash, but not willing to distribute back to shareholders. Have kept this stock for more than 4 years. Wonder any suprise coming after they dispose off a big chunck of property in Sri Kembangan.

2014-10-06 18:34

calvintaneng

CCCL,

Yes like Eksons,

These are also sitting on Cash pile - KESM, FACBInd & KSeng doing nothing.

I also bought Eksons around same time as you. Eksons was below RM1.00 then. But switch to PM Corp. I think I did the right thing on hindsight. Eksons shot up 50% while PM Corp up 200%.

Since Eksons' price hasn't run up much I think it's worth keeping. What you can do. Attend Eksons AGM and make some noise. Maybe they will release better cash dividend

2014-10-06 18:50

CCCL

Thanks Calvin. Same like you. I move some to Prlexus and now bought back some. Hope coming Q result better than expected. They export thin plywood, strong dollar may helps bottomline. Plus one off gain from property sale. Btw, never have chance to attend AGM bcoz of oversea job.

2014-10-06 21:59

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