我的梦想

good. Wish you dream comes true.

Do more home work on your stock picks ya.

2014-07-17 01:55

BBB79

想法很好，但如果根據數據，十年一次的股災，就會很頭痛。不論是什麼股，達到了自己的TP就好賣了，起起落落，總有一天會跌下來的。如果不跌下來，就再找別的股吧。這麼多股，總有一個適合自己。

2014-07-17 07:15

bgoon99

有机会读书一定要读，教育是投资自己，风险低回报超级高的...

2014-07-17 07:29

Steven Choong

复利效果确实惊人，但前提是要找到好公司。

2014-07-17 07:49

ToM,可以知道你的想法吗?

2014-07-17 07:54

STockoperator,ya. need to do some homeworks. this company suitable for my investment ability at the moment. will b switching if got another good 1 to invest which match my condition.

2014-07-17 07:58

bbb79, 谢谢您的提醒。在股灾来临的时候会先清货然后低价再进。也可以增加股份

2014-07-17 08:05

bgoon99,书要读。但是也要有理财观念。我投资自己到硕士了。

2014-07-17 08:08

stEVen choong, 也是有朋友说可以考虑买其他的公司。马克不是最佳选择。会再做做功课,再把资金转移。目前就暂时买这个在我能力范围的

2014-07-17 08:14

Tom

Justin,我不选仙股来长期投资
但我也不选太贵的股,因为我怕追高

2014-07-17 08:25

tom, 我另个靠股息的股是hup seng。只是太难加码了。要千多才买到1粒

2014-07-17 08:39

Tom

@justin Ngo 我打算待会卖掉全部hupseng了，因为想了很久感觉还不是时候，再加上原因是。。。。这我不多说了

2014-07-17 08:50

Justin just some feedback for you, i can be wrong.

1. If you want to invest for long term, why are you worry about the movement of share prices in your last few blog posts?

2. Did you throw all your savings into one company ? (83lots)

3. Why does being successful in investing (get rich) has to do with you becoming CEO at 60yo?

2014-07-17 09:40

sop, thanks for your advice for looking at under value company and thinking big. quality should b consent in stock picking

2014-07-17 10:13

jt yeo, for your 1st question.actually i feel boring n sometimes do speculate for fun. 2. not just 1 counter only. it is about 50% in this counter.3. retired, ntg to do. at least got something to do.managing a listed company, just dream. haha

2014-07-17 10:17

oh alright, 50% on marco is heavy, i didnt study the co only know they sell watches so be careful. It really depends on your life goal, many ppl would prefer to be active in investment, but you can also always choose to be passive and invest in index fund, in the long term (30-50 years) index funds at least guarantee you 8-13% p.a. return depending on which fund, and not many investors can get that during that period

2014-07-17 10:27

wren

good luck!

2014-07-17 11:06

Justin will b doing good in life. So honest.

Remember your stock picks ya. Surely there is lots of companies will be doing well until you retired and until you pass it down to your children.

2014-07-17 11:11

NO comment.SOP. It is embarrassing that i am always wrong.

2014-07-17 11:33

SOP I cannot predict the share prices. Well, i can Only understand a Bit of earning sustainability and visibility and Business Model.

And we have to decide on what price to Pay.

2014-07-17 11:37

smartly

if marco "chap lat" how ar ?
30 years investment go down to drain.

2014-07-17 11:40

And i am too stringent with my stock picks, i cannot comment on so many good things as well.

2014-07-17 11:40

smartly, if chap lat, b4 chap lat, price will go very high, that time can sell 1st.

2014-07-17 13:46

jt yeo, then when klci having correction, should buy related stock. thanks.

2014-07-17 13:48

For Distributor, Distributor Right is an important issue.

2014-07-17 14:24

HA! SOP why there is always two guys talking at LionFib for whole years?? Their wives not jealous ke?

2014-07-17 15:26

SOP, they finally find their match ya. Ha Ha

2014-07-17 15:32

SOP i used to own Lionfib, it is a net-net category, but then i realized most assets are made up of receivables, which is more tricky compare to cash, so i only hold it for few months. You might want to consider Lion Industries? Got stakes in Lionfib and Parkson which combined is at least 1x larger than market cap of Lion Ind itself. However it can be a value trap tho, since steel industry is still in a slum.

2014-07-17 17:17

Agreed with JT Yeo. One of the most difficult and volatile industry to predict anything.

2014-07-17 17:21

yea the key concern is the money owed by Lionfib's sister companies, one that owe the most is mega steel, which is in deep crap with many debts. And the receivables is not showing sign of reducing but keep on ballooning. The reason I prefer Lion Ind, altho I only bought a very small position to my portfolio size, is that Parkson is consider a somewhat stable business compare to steel, and based on an average earnings for past 6 years of Parkson at PE 10-12 (lower than current PE), conservatively Parkson's market cap will still worth 472-668mil (Lionind market cap is 494mil), and not including the 30% of Lionfib.

The steel industry will recover but just a problem of when, because now the steel supply is not reducing even though there's no more profit to be earn, is that a lot steel manufacturers in China borrowed a lot of money back in 2009-2010 to kick start the China economy following GFC. So now they are forced to keep the factory moving in order to pay back the debts and interest to the banks, even at a loss.

2014-07-18 08:14

My Dear Yeo and SOP, you are all too smart.

Well, to make money and to compound for next 30 years, you need Easy Business. Probably something like Ice Cream and Chocolate and Coffee.

2014-07-18 09:49