PRODUCTIVE HOURS

Are we wasting too much productive hours over 1MDB?  What can we do about it?  

LOOK FOR SOMETHING REAL

ROE 13-17%

PE 11-15X

GP MARGIN: 35%

DY 3.2% TO 5.7%

GEARING: 2%

CASHFLOW: RM150m p.a. 

STOCKS PAST RECORDS:  Price double since Jan2011 to Jan2015 (4 years).

AVERAGE RETURN:  Capital Gain 18% p..a + Dividend Yield: 3.2% = TOTAL RETURN 21% p.a. (CAR)

Better use hour productive hour to look for core investment stocks.  The above looks interesting.  I like this stock.

It is called LPI.  This will add in to my CORE INVESTMENT.

WHEN DO WE SELL?

This is a very good question.  Peter Lynch suggested, when you can find one that can do better than the 21% CAR stocks, by all means, replace it.

DEBATE

Lately lots of debate in the newspapers about 1MDB.  It further reflects the incompetency of our CABINETS.  And too much of this is bad for the country, especially the rating.  Of course, in i3, the debate is over VS.  Take a step back, stay cool.  In stocks valuation, there is no right or wrong, just different angle of looking at things.  

Do you know, some theologists debate over an issue for CENTURIES (and still continuing), and both sides are neither right nor wrong. Because, both sides enlightened the issue from different perspective.

Although is good to have a "discussion", this way, it completement our understanding from another perspective, that is all.  Stocks prices follows both the fundamental and sentiment.  If it is pure science, no debate is required.  Management of companies is human.  The product or products in the market is consumed by human, and human taste changes.  Today, APPLE is the largest stock in the world, 10 years from now, it could be someone else.