For Whole of 2014 & 2015 I have warned and warned

Return OF capital more important than return ON capital

YOU  MUST PROTECT YOUR INVESTMENTS FROM DOWNSIDE FIRST BEFORE THINKING OF AN UPSIDE

He that is low needs fear no fall.

There are 3 Kinds of Shares

1) A BALOON OR BUBBLE

These have no NTA or substance. The soap bubbles we blow as little children. See how they popped as we laughed as little children. No harm done. Not when we are adults chasing bubble and balloon stocks. When they burst we get burnt and sometimes go bankrupt. No fun here. Only tears. So don't play play. XOX, Sumatech, Hibiscus, Patimas and others...

2) A FLYING KITE

Ha! These Shares Are Hot! They Fly Upward - Up Up In The Sky!

Why Oh Why?

Because of Favorable Wind mah!

Ringgit Crash. Earning in US Currency. Export is hot hot lah.

So the kite flies. Higher and higher it goes. So high up in the sky?

Now Every One Can SEE!

So lengthen the string. Let it fly another 100 meter? 500 meter? 1,000 meter? 10,000 meter?

The Sky is the limit. So they say?

More production. Increased expansion. 2 shifts to 4 shifts.

Now what if it rains?

Just pull in the string lah.

BUT WHAT IF IT POURS?

Ha! Too Late Then To Save The Kite!!

So What Then?

The Kite's gone.

Where be the fun?

Latitude, Pohuat. Hevea, Lihen and other high flying shares  - all have their good time of fun.

But will they  be able to run?

When there is no more sun?

3)A LIGHT HOUSE

A light house? So lonely and forlorn? No fun here?

Yes! It Stand Firm and Strong. Through sunshine, rain or storm.

Unmoved,  Immovable. It stood firm down through the age of time.

Ha! It gives light to passing ships. Sailors lost in raging seas?

So there is hope. Just follow my guiding Light

You shall safely land on harbour bright

THE MORALE OF THE 3 OBJECT LESSONS:

1) A BUBBLE OR HOT AIR BALLOON IS A STOCK WITHOUT FUNDAMENTAL.

Like gambling in a casino. The House (Syndicate) normally wins and the rest are bound to lose.

See if you bet on Rm1 on all 36 numbers and strike? The payout is 1 for 30. If you buy all 36, That means you already lost more  than 6% 1st Round. And every round you bet means another 6% loss. So gambling in stocks is a sure loser game. And 80% will eventually lose their monies.

2) A FLYING KITE

This is a Growth Stock. Some got NTA or margin of safety. Some like flying airplane without parachutes. Going deep sea fishing without GPS or life jackets. Growth stocks are good as long as the weather (market) is favorable.

But when a Financial Storm Hits - Growth stock can just collapse like MH370.

So don't go flying once too often

3) A LIGHT HOUSE

Rock Solid Shares With HIGH NTA. NTA equals MARGIN OF SAFETY

THE MORE NTA THE BETTER THE MARGIN OF SAFETY.

In Shares That Are Sheltered Like A CASTLE WITH A MOAT

Pm Corp (Cash Rich)

TMakmur (Asset & High Dividend)

JTiasa (Palm Oil is food. And food is neccessity!)

DUTALAND - Very little debt. A turnaround share

WANGZHENG - Defensive neccessity

OPCOM - A Moat & Cash Payment soon

NYLEX - VERY HIGH NTA - THIS ONE EVEN BENEFITS FROM THE STORM

BOTH BENJAMIN GRAHAM AND WALTER SCHLOSS TELL US TO BUY SHARE WITH HIGH NTA

WE BUY VALUE OVER GROWTH

GROWTH CAN FIZZLE OUT SUDDENLY!

VALUE IS ROCK SOLID AND CANNOT CHANGE EASILY.

NYLEX HAS ROCK SOLID NTA.

SO IT IS A TSUNAMI SHELTER