Simple answer is YES. Long answer is if supply is < demand, prices will always go up.
>>>>>>
qqq3333 In a reverse QE, u think your Rolexes will still go up meh
23/01/2022 7:03 PM

Recessions are when you open your chequebook and buy all those discounted products. If you look at my portfolio, recessions and panics are when I made the most money. 2009 I bought QL, 2010 I bought topglove, 2020 bought heavy into pchem and Tesla. If there is a recession you shoot fish in a barrel.

When the world is screwed up is when you get the best prices for good companies.
>>>>>>>>

qqq3333 Sslee..Jim Rogers ah? But the world is so screwed up what if there is a recession? If there is a recession even your land values also go down
23/01/2022 7:24 PM

bought more skpres at 1.46

their flagship stores are all in malls, covid deterrant and high cost of rental. not very interesting and cannot compare with diy store as the SKU is more, profit margin is higher, and costs are less.

you can open a mr diy at the base of mount kinabalu, you can't say the same and open a senheng at the base of mount kinabalu.

Hving said that, there is a speedmart 99 and a mr diy at the ranau base of mount Kinabalu.

>>>>>>>>

Posted by newbie8080 > Dec 29, 2021 2:34 PM | Report Abuse

Quite similar with Mr DIY

Having outlets nationwide, sales through physical store and online.

Mr.Diy trading at pe=55 due to it's larger revenue, profit and PAT%.

Can allocate a 30% discount at pe=38.

Still have some upside, if the quarter result disclose before listing day of at LEAST RM340mil and PAT=15mil

Harta is now 6.10. good start to the year.

And yet my long term portfolio has little in major change of shareholdings, and still compounding growth at 16% since 2019.


>>>>>>>>>>>

Posted by PureBULL ... > Dec 31, 2021 11:12 PM | Report Abuse

Stock.investing is like pro in Medicine.

Players need to specialize in 1. u can't do well with 2 specialists.
U either be CYCLICAL INVESTOR or SHORT TERM TRADER.

The strategy n tactic used r so different.

NB: Never become long term investor = u would lose your life on KLSE!

But that is the point isn't it? If you know the stock will then you will feel the confidence to average down. No one is saying buying index funds and sp500 is not good. Far be it. Even Warren buffet recommends buying and comparing your performance versus sp500.

However the truth is this: do you really believe that over a long period of time sp500 can return you 77% consistently? There are obviously times when sp500 outperforms Berkshire. But over a longer period of time you will find that Berkshire has outperformed sp500.

Right now you have take COVID-19 to say that sp500 is performing very very well without looking at the important things of revenue, earnings, the printing of cash which makes a lot of find managers put an overly large amount of money into the index.

For me as usual there are only a few sp500 stocks which I have bought and I think is worth it. And recently started position in Tesla at 500+, Facebook at 300+, stoneco averaged down to 15+, Roblox at IPO, and palantir averaged at 16+. So far us stocks to us index I have definitely performed better compared to sp500.

As for Bursa. Buy what you know. Although even with that as my criteria I still miss on serba dinamik and George Kent.

But as long as the bad bets are kept small while the big bets work out I think I will be ok.

As for not averaging down, everyone including Warren buffet knows not to spend everything in one go. Always keep some for rainy day. He has 30% set aside for rainy day. I have 20% additional on low cost 3.5% loan on tap for emergencies. I only use it when stocks are selling for major discounts and never to average up

That is real life investing. Not paper portfolios where you just buy and forget.

Good job young man!

As usual trust not those who tell you to buy while they themselves sell. Who keep on buying penny stocks to push price up and quietly sell when people are deep into it.


https://www.berkshirehathaway.com/reports.html
https://ark-funds.com/download-fund-materials/
https://www.himcap.com/#Publications li Lu!
https://creador.com/portfolio-companies/

And my own humble track record started since 2019
https://klse.i3investor.com/servlets/pfs/120720.jsp


The simplest way is to read those who post their actual portfolio to see how they actually perform over time.

For 2021 a lot of the major funds have not done well. This is definitely true. But if you look at their record over a longer period of time they have all done swimmingly well.

My own CAGR over 2019-2021 is around 16% compounded. Still good within my expectations.

I'm happy to wait and see what the next 5 years will bring.

Happy new year Lee

enough gloves for 2 days. a lot!

>>>>>>>

THAT IS DOUBLE WORLD POPULATION OF 8 BILLION PEOPLE

which 5 malaysian glove companies were banned by USA? Please do share.

>>>>>>>

THE TOP REASON WHY USA BANNED 5 MALAYSIAN GLOVE COMPANIES IS FOUND HERE: RISE OF GLOVE PRODUCTION BY BLUE SAIL GLOVE FROM CHINA: SEE THE FULL STORY

How come you recommend so many stocks go up but your video background studio still use very cheap looking and poor quality settings? I think you should spend some of your earnings on a proper studio. It seems you are making million...

You are only half right. Too much borrowing is a deathtrap, if you use it for frivolous and risky things. But is yinson borrowing money to start a totally new business? Are they using it to speculate on stocks? No. They are using it to back contracts which will pay for half their ships, and they can break even on their loans within the first 2-3 years after production( based on their history of projects), and earn profit starting year 4.

>>>>>>>>>

Posted by stockraider > Dec 22, 2021 11:18 AM | Report Abuse

It is true mah!

Too much borrowing is a death trap mah!

Your sifu Calvin already apologize to yinson management and say that yinson is a public company that is run well. Why don't you keep quiet and go back to buying netx.

>>>>>>>
stockraider Memang benar loh!

Raider give u advance warning now loh!

U can chose to listen or refuse to listen loh!

Like Serba...Raider give 2 yrs advance warning...people refuse to accept!

Now truth is reveal it is already too late mah!

I don't really understand this logic. If you want to look at it this way,
Based on quarter reports: their quarterly bank interest payment is 96 million ( 4Q is around 400m because they get very VERY favorable loan terms from banks).

Their profit from operations per quarter is 262 million (or almost 1 billion in profit from operations). On top of this they are borrowing for confirmed charters from enauta and parc which is a 15 year lease and being paid in advance to build the FPSO.

So what are you talking about? Care to teach me accounting?

Annual profit comes in AFTER you pay all the loans and expenses, then minus any taxes due.

>>>>>>>>

JKPTR YINSON 7293
SHORT TERM LOAN $2358m
LONG TERM LOAN $5037m
TOTAL LOAN $7395m
@7% bank interest=$517m

annual profit hardly enough to cover interesAt payment.

another SERBADK OR SAPURAENERGY?
22/12/2021 9:38 AM

bought a small position in rhonema. lets see if it works out long term.

Good for you! Your best achievements in life! But why do you consistently set low expectations in life and constantly beat them?

>>>>>

stockraider The most importantly Raider has proven to beat Philip flat over 2 years bet mah!
19/12/2021 4:49 PM

But also interestingly enough, how many funds and managers do you know have a 3 years return over this same period during pandemic where they made 15.88% CAGR? Not the sifu and trading guys who tell you how they made big with topglove etc. But those funds that actively manage their own funds and their own stocks with an almost 16% growth every year for 3 years? I would love to meet them. If we went just a few months before, my track record would have been 25.6%, which I think is an ok performance if we do compounding returns.

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.