Yes you are right.

Over the same period that I have started to track this portfolio the returns of sp500 is around 77%, while my portfolio had returned 55% over the same period and a 9% return in total dividend over the same investment amount. I have done over 14% worse over 3 years versus sp500, making it around 4+% every year of lower performance.

Did you buy sp500? It is not something I know well.

But one thing is true: I cannot prove this as I did not post any online portfolio since 2009. But there same period since 2009, sp500 only returns 432%, while my investment in QL and topglove and public bank and yinson topped 1000%.

Make of it what you will.

My prayers go with your family lee. May you have the serenity to accept what cannot be changed, the courage to do what can be changed and the wisdom to know the difference

Just look at the long term results of my investment in pchem. It's all transacted and details are posted. My average down cost now at 6+, whole I received 1.7m in dividends. My average cost now has dropped to 17 million, with 6.2 million unrealised gains. My losses in serba is something that I regret, but my long term gains in my portfolio is still better than those who tell people to buy netx.

the difference here is why argue? this is a stock forum, not an argument forum. if want to argue, please show me your portfolio and your stocks that you are holding first. then same level of discussion to do

The simple problem traders face over and over is this: after sell buy what?

Interesting. That 2% is also probably the difference between those who have and those who have nots.

All I can say is, people like me, Warren, li lu, cold eye all have no qualms with sharing our trackable portfolio. And we have no need to run classes or sell stock picking programs and go around doing speaking engagements.

You will notice people like stockraider and Calvintaneng and others always talking very loudly and hijacking other threads to promote their own stock picks. But they never show their long term results and performance. As usual these clowns only show the good results and hide the non performing ones, only show the performance gain and not their exposure and trading conviction to the stock. They tell you nonsense like too many trades a day to site in a portfolio, or come to kl and ask my remiser give you the results etc.

There are a few simple mental models you need to think about to make millions in the market.

1. Inflation will get greater over time.
2. Cash will become trash, so convert cash into assets over the long term.
3. Time in the market beats trying to time the market.
4. Holding assets like stocks over long periods beats holding cash, gold, property and bonds as shown over the last 100 years.

These are all simple facts that if you put together become a very simple rule.

Buy and hold. ( Wonderful companies).

Notice the caveat.

Your master Calvin already putting 80 masks on inno. Why are you still arguing and talking nonsense. Just keep quiet and buy la. Why you want to argue so much?

Got 6 cents dividend per share no need to argue too much liao.

>>>>>>>
stockraider REMEMBER THIS DANGER SIGN LOH!

Why the opposing side directors rejected the Supplenmental Agreement with Inno leh ??

Cheap cars have been around in China forever. From qqq stock favorite gac, to byd, to baoling. Why does people still buy Tesla more than all other others (60% market share) in 2021?

If you could buy a 40k family sedan than can outrun a Lamborghini, would you get it? Or would you buy that cheap byd which goes from 0-60 in 9 second?

For an extra 10k with software that keeps updating itself for free? I guess you can think about it.

Tesla is value for money. They don't sell Tesla cars expensive because they can. They sell it expensive because they put the best things in it.

>>>>>
Will Tesla maintain it dominant position in EV?

Your mean yayasan sabah majority owner of innoprise plantations is cheating itself? Why would they cheat their own self? I am sure there is a reason here somewhere

Why your stories always talk halfway one? The dispute is between the JV companies of innoprise ( and other investors) and state government where innoprise help to obtain the land from government, but those west Malaysian companies who JV with innoprise to run the business just need to pay the premium for land conversation to CL. All they need to do is pay rm500 per acre. 10,000 acres of land just need to pay 5 million and can get bank charge. However as this takes time to convert at land and survey many of them start business first, but when time comes to pay premium the JV companies suddenly no money. 50k to get 100 acres of land for free I think it's very cheap.

This is the problem here. Premium. Not whatever magic stories you are telling. Keyboard warriors la you. Don't know anything about sabah simply talk cock.

>>>>>>>
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!

Innoprise board is all appointed by sabah foundation. In fact our CM is the chairman of both sabah foundation and innoprise. What are you talking about?

>>>>>>
stockraider Pakai otak think lah!

Yes, in fact after selling the big sum previously at 82, now buying back shares at 15+ due to Brazil problems with their version of CTOS which causing losses to the credit lending portion of their digital bank portion( to revamp again by Brazil government) and omicron fears for business. Time for cheap sales again due to economic worries. Don't worry, stoneco growth and profits still very good, just because of China won't drag it down.

Correct, which is why I bought innoprise plantations. Stockraider half past six simply talk just to hear his own sound without knowing why lengyuen also buy inno and not taan nonsense.

But you have to realize why YS is also applying for additional 15k hectares state land adjoining to give to inno plant again within the next few years

>>>>>>>>>>

Nothing to worry, Agreement between Innoprices corporation Sdn Bhd (Serijaya) and Sabah Gov (Benta Wawasan) already extended to 60 years to develop 22,763 hectares land and i personally dont think they will take back the land since Sabah Foundation hold Inno share. What they can do is to entered into supplementary agreement.

in addtional cold eye also hold inno share. hihihihi
05/12/2021 10:02 PM

Why are you trying to promote your stocks in other people's write up?

You do realize that innoprise is owned by sabah foundation right? In fact the managing director is appointed by the board of trustees of yayasan sabah. The reason for doing so is that foundation is tax free due to being a foundation, while innoprise is the main sabah foundation subsidiary that is allowed to do business. YS can only receive dividends as part of its requirement to being a foundation, so there is no such thing as taking back as it already "belongs" to yayasan sabah.

Just because you value ql overpriced at 11 billion doesn't mean everyone bought ql at 11 billion. Once upon a time ql was a 500 million company which today giving out 57 million in earnings.

Those who bought ql when it was worth 600 million have a far longer term view than you do.

You talk about australia so much, im sure you wish you lived there instead of a 9-5 job where your only joy in life is to be a troll. people who are actually successful dont talk like you or act like you online. only those who find power in spamming online because their real lives are such failures will enjoy such things.

Sad to be you.

hope you do make money in stock market one day.


>>>>>>>

Posted by leno > Nov 22, 2021 11:46 AM | Report Abuse

I am the ONLY real sifu here
sifu is not someone who say buy and buy,
and say sell and sell
sifu is the one who bring u to Australia.
who going to bring u to Australia ?
ANSWER ME ?!!

My QL foods and family mart is so steady, FM is using internally generated funds to pay for expansion, latest SSM records is 300m+ (from 30m just a few years ago) revenue, and every cent keep going back in to building more stores and kiosk.

as for why I dont sell, at almost 60K a year in dividends, it is more than 10% of dividends based on my total reinvestment into the company.

Why sell a good company?

>>>>>

Posted by Sslee > Nov 22, 2021 10:27 AM | Report Abuse

Leno I think Pchem is fine but I do not understand why Philip keep his QL for so long

you do the math, i averaged down, with purchases from rm4.20+, and based on the market readings and announcements, I will be receiving 40 cents in dividends this year and more every year, if it goes to rm9, I have heavy steady dividend and good growth every year. why sell?

leno sifu? talk cock at every forum promoting insas ada la. but results macam?

>>>>>

Posted by leno > Nov 22, 2021 10:47 AM | Report Abuse

philip pchem sudah mau masuk jamban
cepat jual, and beli insas
and call leno sifu.

You mean sales or the asp? The conviction is very simple. Even at asp usd25 harta is still guaranteed to make a profit. And if you buy it at a cheap price, it's easy to be paid to wait. In fact, in the next few years now production lines will start to open up for sales, increasing the production capacity coming up .

Picked up some rhonema. I think the results are quite good and there is a comparative growth from their joint venture with kulim on getting A2 cow milk production increase supply in the coming year. Will invest and take a look at the longer term progress.

Good job. What's are your stock holdings?

I support gloves. Bought hartalega.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Why are you posting at 3 in the morning? Where are you now?

hi OTB,
if steel price drops, how about the existing inventory price, does it go down also or they can still sell at higher price? you will have 1-2 months of inventory that is done using high prices, will buyers want to buy that inventory or wait for lower prices to do their contract purchases?

>>>>>

Posted by OTB > Nov 2, 2021 12:44 PM | Report Abuse

Coal and iron ore are raw material required in steel production.
Cheaper raw material will reduce the production cost.
Steel price drops, the profit margin is still the same or better if the drop in the raw material cost is more than the drop in the steel price.
Shouting loud does not guarantee you will win.

How did you derive rm3?

>>>>>


wallstreetrookie High inflation environment, gradual rise in raw material prices. Strong SELL.

Long term price target (adjusted): RM3.00

https://www.upstreamonline.com/exclusive/petrobras-u-turn-yinson-back-in-the-picture-for-parque-das-baleias-floater/2-1-1089896

Finally confirmed and signed.

Yes the key thing is workers. Luckily in Sabah I have access to Indonesian and Philippine 3rd generation workers locally. Among the interesting things to look at, innoprise plantations will be declaring a 20% dividend this year at least. Based on cost basis.

And speaking of dividends, I am looking forward to 2 years of uoadev dividend of 8%, my largest holding pchem at cost basis rm6.1 will be looking at a windfall of 50 cents dividends for the year, and I can also look forward to good growth in capital gain.

In fact, in my 2 years of holding pchem I have received a total of 51 cents in dividend. With a company payout policy of 50% of profit, I am definitely happy to buy and hold this amazing company. I am looking forward to when pic becomes fully operational, and I am receiving 61 cents of dividends every year to invest into more stocks every year.

Don't forget netx

>>>>>>>>
I have all the intention to warn all others not to chase Holland companies like Seni Jaya, tafi, bsl Corp, tocean, Malaysia genomics, gets and many others with very inferior earnings or even no earning at all in some cases and yet the maddening crowd chased them up the sky
26/10/2021 4:50 PM

Your comments on ays and lionid shows that you are nothing but a small time trader trying to profit by speculating on penny stocks. The obvious plot here is that you are proud of making 2% on lionid shows that you only discuss your profits instead of looking at your losses, something which kyy and otb to his credit is clear cut about and their articles and remarks. Are you honest enough to discuss your full " speculative performance"? You seem to have been around since 2013, how have you really fared in the market?

In fact, results like yours are a dime a dozen. Here is details you can pull from my publicly tracked portfolio ( which obviously I post after it is done), the date it was done, how much was the volume and the return.

This was for harbour link recently. This was tracked, verified and actually the product of research from the analysis of good readers here on i3 who have left because of constant trolling from individuals like you and joined telegram where the GOAL is to discuss stocks analysis and buy/sell. I participated in this analysis sharing and made off with 27% without needing to be a troll


Date
Type
Shares
Unit Price
Net Amt.
Balance Shares
Realized Gain
Average Cost
Per Share
Balance Cost
Per Share
29-Sep-2021 Buy +200,000 1.15 +230,878.50 200,000 - 230,878.50 1.154 230,878.50 1.154
29-Sep-2021 Buy +150,000 1.18 +177,699.15 350,000 - 408,577.65 1.167 408,577.65 1.167
01-Oct-2021 Buy +150,000 1.30 +195,770.25 500,000 - 604,347.90 1.208 604,347.90 1.208
04-Oct-2021 Buy +250,000 1.32 +331,173.50 750,000 - 935,521.40 1.247 935,521.40 1.247
07-Oct-2021 Sell -300,000 1.62 -484,366.30 450,000 +110,157.74 561,312.84 1.247 451,155.10 1.002
12-Oct-2021 Sell -150,000 1.57 -234,605.27 300,000 +47,500.99 374,208.56 1.247 216,549.83 0.721
13-Oct-2021 Sell -300,000 1.59 -475,392.85 0 +101,184.29 0.00 0.000 -258,843.02 - ∞


The lesson to learn here is to stop wasting time being a troll, and start spending time learning how buy stocks.

You gain nothing ARV18 by reposting vicious comments on OTHER peoples articles.

Maybe there is a reason why kyy is a millionaire, while you are still up at 1017 PM trying to find reasons to insult him.

The reason could be you.
>>>>>>>>>

Posted by arv18 > Oct 26, 2021 9:41 PM | Report Abuse

All these ppl, Phillip, "HonestInvestor88", OTB are all crooks. Never will debate or address points raised, but seek to resort to personal attacks, pretending to know something.

Sad state of affairs.

It also makes to me even more confident of my decision to sell out of AYS & Lion. I'm not looking for the Top. Happy with my profit.

The worse thing to do is to feed a troll. He hides behind a moniker arv18 which no one knows and believes he has the privilege to insult or make fun of anything and anyone. Whatever you say will be used as fuel to give even more insulting remarks.

To be honest I also do not like how koon yew yin almost skirts the line of illegality of buying stocks and inside information to buy stocks and influence with articles.

However: it is obviously NOT illegal as SC know exactly who kyy is, where he lives and how much he invests. And let's be honest, he loses money just the same as you arv18.

The difference is he is a KOL, a public personality that everyone knows.

So leave him be.

Start your own stocks articles instead of hijacking others with troll remarks and insults.

In fact, maybe instead of insults you can start with your name.

That way you can start taking responsibility for your insults and remarks right? If you dare to go around calling people cons and names, perhaps you can leave your real name so we can know who is actually leaving the insults.

Or do you just like trolling from the shadows?

Koon yew yin also doesn't go around being a troll and trying to bully people on a investment forum.

Something only kids with too much free time and no money will do.

You should grow up. Go to member services and look at all your comments. You will find that you contribute nothing to this website except vitriol and insults and being a downright troll.

Why are you being a troll on an investment website? Most likely because you lost money following their picks and are feeling testy and angry for acting like a fool and losing money gambling on their picks.

I don't bother with kyy or otb on their picks and make my own decisions in life. I comment positively on stocks I pick and why I pick them and follow closely their results.

Why do you feel the need to insult everybody on the forum with your comments. You can scroll to you comments and find zero positive remarks.

You are a troll, plain and simple. If you have nothing constructive to contribute, being silent can be an alternative option.

Being a troll is your privilege. Handle with care.

I'm sure in real life you might be a nice, respectful and intelligent person. But hiding behind an internet avatar, you seem to think you can insult everyone and anyone just because people cannot identify you.

Shameful.

>>>>>>>>

Posted by arv18 > Oct 26, 2021 3:54 PM | Report Abuse

Phiilip, OTB, and Con Man Koon. Stop spending time attacking me and put more effort with your team to MARGIN up and push up Hiap Teck to RM1.16. Your very specific TP.

Regarding trackable portfolio, I don't work for free. I don't give stock picks for free.

Do your own stock picking yourself, Phillip. Don't be lazy.

Where is Con Man Koons i3 trackable portfolio? I don't see it anywhere, now you've mentioned it.

aren't you the one talking KOK? what you posted is bullshit.

https://klse.i3investor.com/servlets/pfs/120720.jsp#tabs_group2

this is how you do it. a trackable portfolio of what you buy, when you buy, how much you sold and what P&L is done.

Talking nonsense like what you are doing is a waste of effort and just for you to show off. if you click in portfolio, under transaction group you will see what you actually bought, what your position is, what your actual profit is.

And best of all, you can't just delete and replace information as you please.

FYI, I think OTB actually started his position at the 50 cents range, and I am not sure if he sold at 69, but the profit there is more than whatever profits you are talking about.

you are a short term trader who thinks he is an investor talking about time will tell, without any telling of yourself.

Grow up troll.

are you a child arv18? You talk and act like one. Please be more matured and discuss on this forum with facts and results. I think YOUR language reflects negatively on you, especially for someone without any portfolio to track, any history of stock analysis, and only a list of flaming and trolling remarks. I think you should either start to discuss more on stocks that you are holding and why you are holding them, instead of just being a troll on every page you are on.

Please, do share your history of stock performance. You seem to have been an avid poster since 2013, and yet you have never posted a portfolio or write any positive analysis on any stock ideas.

I can only conclude that you full time job on I3 is to be a troll.

Waste of time.

>>>>>>
arv18 Your language reflects negatively on you. Not me. How old are you? Learn to control and behave yourself sir!
25/10/2021 4:42 PM

Yes, the riskiest stocks to buy is those that you do not understand

Started a position in hiaptek thanks to indepth research from otb and Jack yap. Thanks!

RM406mil by 2025 translates to 2x increase from their existing revenue of 160 million. At current 30% margin. By 2025, if they increase their revenue to 320 million at 30% margins, they will be making 90 million earnings a year. At a valuation of 4.5 billion it will still be pe50 for a slow 300 million growth rate, aren't we overpaying a lot for it buying at current prices? Is brahmal effect that good?

If it has 70% market shares didn't that mean it can only grow another 30% before it will have 100% market share?

At pe100, are we aiming that CTOS will be able to be used in other countries like Singapore, China, Philippines and Indonesia which already have their credit reporting agencies?

>>>>>>>>

Goldberg CTOS's Potential & Strength

- Its monopolistic qualities.
- Has nearly 70% market share.

what profit? imaginary profit? from where? insas? what kind of advise given, only buy insas?

I put 40% of bursa portfolio into pchem, earn 50 cents dividend a year, buy price average rm6. now laughing to the bank especially being paid a lot of money just to sit and wait.

follow calvin into palm oil stocks also better, earn 100% double in returns. palm oil 5000 per ton.

even buy steel is better, I already took choobee and pmetal and ran with the wonderful profits.

Insas Caaaantteeeek? bullshit la, have to go to other groups to promote like crazy, in the end insas still doesnt crack rm1.

And they just sold their business again, this time their money making one.

so sad, canteek apa? even sslee is smart enough to know how to trade, unlike leno, keep talking nonsense at other stock channels and promote promote like no tomorrow.

When is RM5 coming?

tesla I bought at 575 now already 811... TESLA caaannntteeeekkk. more importantly all tracked and logged in a proper portfolio,

bukan sekadar cakap saja, any cat and dog can talk. but who maintain portfolio for 3 years now on i3 with every single transaction and profit/loss column? rugi besar serba i record, untung besar Mr DIY i record,
leno? leno talk talk talk. how we know you got "profit?"

>>>>

Posted by leno > Oct 14, 2021 1:10 PM | Report Abuse

what kok u tok about sslee ?
leno "profit" this year alone already worth more than your whole potato portfolio value.
Leno and raider are giving u a very sincere and good advise lor.
FOC some more.

What about the risks in investing in Kanger?

the simple fact is there are very few companies in bursa that specializes world dominating exports that come from malaysia and can compete with the world stage. Harta is obviously one of those few companies, and I am very happy to go onboard at cheap prices.

harta is now my fourth biggest position, and building up at the rm5+ range

https://www.thestar.com.my/business/business-news/2021/10/09/harbour-link-bullish-on-containerised-shipping-operations

It's good if they really go forward with it. They are just asking for mandate.
>>>>>


random123 all sifu, company proposed to buy back share is good or bad?

Bought some sop at a fair value price. Sometimes have to admit when Calvin tan can be right. Last week sold fruit bunches at the collection center and realized the price increase has been steadily going up far beyond the shortfall, not helped by the weather and soybean prices. At 5k per metric ton, and called up a friend working at Sarawak palm oil, it seems their production is not as affected as my Sabah side.

Seems like a good cyclical trade after all going in at fair prices.

Looking from a trading point of view, with 32 million in earnings, we can expect 120 million in profits for this year. Taking a 50% conservative view, at 60 million a year, the speculative value goes from 600 million to 1.2 billion in market cap trading value as safe due to the 100+ million net cash in hand. As management has guided to at least another quarter or so of outsized earnings, good management and a history of never meaning a loss, I think risk is still very low to trade up to 1.7.

Good luck to all holders.

I remember a situation a long time ago when my ex boss was played out of the Sarawak oil palm m&a activities. One of the holdings of which he had a 25% share in was diluted and spread out as more investments were required to "grow" and build the business which he started with his own blood and tears. Even though he started with a 25% share, with private placements and warrants and share dilution he was diluted down to 3% from his initial ownership, after which his plantation was absorbed and sold by majority shareholders for a few hundred million, of which he earned very little compared to his initial investments before being diluted out.

Very sad but true story. There are multiple ways to lose on your stock investment without even knowing why.

So the first inversion on why the general public does not invest in jaks is the historical propensity of the company to not use internally generated funds for investments, but their history of diluting the earnings due to shareholders by making them pay more to keep that same share of cake?

So the question would be how much more dilution will there be in the future which will reduce the excitement of holding this stock?

Interesting point indeed.

Very interested to know your view on this. Thanks

PleaseTeachMe, you mean that rm1.50 is a conservative estimate? The moon conservative estimate is rm6?

How about we invert this, and we look at the current situation of rm0.425. why is the entire market, investment bankers and retailing public leaving rm2.65 on the table? What issues are giving the investing market such worries and fears even after cod and successful running and profit earning of the public?

What is their worries? I'm sure you are very well versed and know the reasons why we should be buying,

But if we invert, can you share what are also the reason why we are NOT buying currently?

Then we can compare the pros/cons of investing in jaks and realize what is going on as there is no such thing as a perfect investment.

What risks are currently involved that is making institutions leave rm2.55 off the table?