This stockraider really dishonest, first he say 2 year bet because I am a long term investor, now suddenly say got 1 year bet and 2 year bet. Where got such thing 1 year bet and 2 year bet, there is only 1 long term investment bet of 2 years to get long term value investing results.

As usual, talk a lot of bullshit, but when time to show up you only bark like a dog but no balls to cover your bet. Wasting time.

Nevermind, people like you forever like that.

>>>>>>>

stockraider Another sohai talk by Philip loh...!!

The bets is for bet on 1 year and 2 year performance in respect of QL v Insas v MNRB mah....!!

Whoever losses buy bah kut teh lunch....mah....!!

But year 1 result already out.1st is insas 2nd is MNRB and last was QL.

Now year 2 QL appear is leading loh...!!

I think I have enough of your nonsense. I will be arranging for 100 kids from St. Barnabas Home to enjoy bak kut teh at the end of the year. The total expenditure will be RM5,000. The results will be revealed in our 2 year bet on QL versus Insas.

So, if at the end of the period, you do not attend the bak kut teh lunch, I fully expect you to donate 5K to the charity home of St. Barnabas in Klang.

QL - 0.69 (today 9.17)
Insas - 0.69 (today 0.63)

How is your margin of safety now after 2 long year? For SSLEE it will be more than 3 years of him holding unto INSAS with his corporate raider concepts.

>>>>>>>>>>>

Posted by stockraider > Jun 13, 2020 1:05 PM | Report Abuse

As an engineer u r not capable on advice on margin of safety mah..!!

Why leh ??
If your current account have Rm 1m earning zero ROE and Zero earnings growth and some one offer to buy over your bank account for Rm 300k cash would u sell leh ??

Again with simplified accounting.

Growth companies give up short term earnings for long term growth. You still look at market cap and pe only, why?

Look at the ROE versus peers
Look at the revenue and growth% over time versus peers
Look at the earnings and growth % over time versus peers
Look at the capex used versus long term returns, the history of rights issues and private placements versus growth of the business.

Look to the returns of their palm oil business and compare that with your area of competence, how does it compare?

Yes, I do think you are greedy because you want to "protect" shareholders, but you do not have the ability to really protect them as a Carl icahn corporate raider and straighten out businesses properly, but rather a mouse that cannot be heard with no capability.

You try to tell 3i what to do, but his results thus far seem to be better than yours.

Yes I think you are greedy. Instead of growing together with a company and being a part of their growth, your way of investing is the call Icahn way. Take a company, sell it for parts, and sell the business and walk away.

You had no understanding of Xinquan business but you buy it simply for its cash in bank.

You have no understanding of INSAS business or ever used it's services, and you buy it just because of its 1.7b in assets.

Always the same story. All you look at is assets assets assets. And you want to be like Icahn and tell the owners and managers of the company what to do. All you want is your dividends and your money.

How is that not greed? What you really want is to kill the fat hen for its eggs. Dividend, dividend, dividends.

That is pure greed.

Investors should be like those who buy Berkshire. They don't want to keep asking for dividends and money. But they like the feeling of being a part owner in a successful growing business that grows larger and larger over time and generates earnings. If those earnings turn into dividends or reinvestments do not matter, as long as the business does the best decisions for all the shareholders.

If I am investing in QL I look to participate in the growth of the business over time, growing revenues and earnings and assets. That is the job of a real investor and owner. Not to keep asking when they will be adding a dividend.

Maybe you are unhappy over the greed of management, taking far paychecks and stock options.

If so, they started the company. If you don't like it, start your own.


>>>>>>>>>

Again am I being greedy? When I invest in INSAS? Compare to the one invest in QL? When QL market cap: RM 14.910 billion but NP to SH for the past 5 financial year: (‘000)
225,430 : 215,682 : 206,820: 201,761: 195,940

Simpler alternative, stop being greedy yourself and avoid all of these "companies". Stop trying to think you are smarter than everyone else by picking "obvious" value. Do you really think investments is that easy? Let me point out your obvious greed.

1. Xinquan valuation of 100 million versus obvious 1 billion in cash.
2. Bjland valuation 850 million versus assets + hotel sales 4 billion.
3. Hengyuan( they paid 300 million to Shell refinery for 51%) 1 billion valuation versus crack spread 250 million earnings in 2017.
4. INSAS valuation of 400 million versus assets of 1.7 billion.

Do you see the level of your GREED here? You assume everyone else is blind or stupid and that you are wise and smarter than everyone else. You are ALWAYS trying to hit the ball over the park, looking for these HOME RUN hits.

You are like the young executive hoping to get paid the general manager salary and job if he tries hard enough.

Problem is your investing skill is lacking. You use very simplified metrics. And you run around telling everybody which is better, holding 1 shares of INSAS is better than 1 share of INARI.

There are many people like you in my telegram group. The difference is that many of them are still very young and willing to learn. One of the basic skills I try to share is the math of statistical arbitrage, aka if it's too good to be true, then it probably isn't.

They can make mistakes. You can't.

So, please stop being greedy and learn how not to lose money instead. Case in point: avoid horrible management.

Netx still 1 cent after so long.

Look again today prices.

Didn't you say the exact same thing for NETX?

Are you a millionaire yet? Congratulations.

And put his cushy job and 1.6 million in management fees at risk? Heresy!


>>>>>>>>>

Posted by David > Jun 11, 2020 7:13 AM | Report Abuse

u never know.. next quarter's headlines could be "icap's earnings soar as TTB deploys all the cash at the market's bottom". stay tuned!

To be honest, QL and INSAS is very similar.

Except that every new business QL jumps into is hugely profitable and scalable.

INSAS has a lot of ideas which is good, but if it doesn't make money then it's not a business but merely a drain to the nice dividends from INARI.

QL businesses are all growing at a prodigious rate due to synergy and capable managers.

INSAS has investments and businesses that are everywhere and trying to do everything, while relying on the successful business INARI to pay for the lights.

In most cases, businesses that try to do everything almost never succeed.

But who knows? If Berkshire can do it, then INSAS surely can right?

Btw you gave up your chance to make 50% returns from GKENT and sold early below 60 cents please don't blame me. You bought at 46 cents sell at cheap cheap trading price waiting for more discounts to come... Now you lost 100%+ returns in topgloves, 50% returns in gkent, PCHEM 50% returns and so many more. But I guess... You are still waiting for that big discount.

Good luck in your investment.

Now comment on something that you know about, like the future of INSAS and INARI.

Sslee, why you keep following me around like a lost puppy? You cannot keep to your own self? Or you also another sour grapes that did not even buy any glove stocks when everyone else did?

Here's how you do it.

Put up 50k of your own money. Then borrow about 50k from friends and family.
Then put it in trading account and get maybank approval to margin of 100k.

Now buy 200k of supermax.

Then, you will notice you have 200k of contra t+2 in your account.

Go ahead and buy more on contra.

You will now open 400k of supermax.

After it goes up by 20%, you would have 480k. Now you can close your position and turn 100k into 180k in a few days. Now repeat again:
180k into 360k into 720k contra, make 20% on that in T+2.

Rinse and repeat until you become a millionaire.

Here's how you do it.

Put up 50k of your own money. Then borrow about 50k from friends and family.
Then put it in trading account and get maybank approval to margin of 100k.

Now buy 200k of supermax.

Then, you will notice you have 200k of contra t+2 in your account.

Go ahead and buy more on contra.

You will now open 400k of supermax.

After it goes up by 20%, you would have 480k. Now you can close your position and turn 100k into 180k in a few days. Now repeat again:
180k into 360k into 720k contra, make 20% on that in T+2.

Rinse and repeat until you become a millionaire.

Here's how you do it.

Put up 50k of your own money. Then borrow about 50k from friends and family.
Then put it in trading account and get maybank approval to margin of 100k.

Now buy 200k of supermax.

Then, you will notice you have 200k of contra t+2 in your account.

Go ahead and buy more on contra.

You will now open 400k of supermax.

After it goes up by 20%, you would have 480k. Now you can close your position and turn 100k into 180k in a few days. Now repeat again:
180k into 360k into 720k contra, make 20% on that in T+2.

Rinse and repeat until you become a millionaire.

Raint, you didn't goreng topglove? Can make so much money in glove stocks...

I don't get you. You want good news I give you, you c.urse me. I say don't buy overvalued, you also curse me.

So what you want me to do?

Don't worry, the one thing I will never do is make fun of you when the share price for gloves revert to mean.

That is time when warnings and advice is too late, and all we can do is give you some words of comfort.


>>>>>>>

Posted by CharlesT > Jun 9, 2020 7:08 PM | Report Abuse

I really shocked to see philip's real face now

If I could tell the future I would be at the Baccarat tables. Not investing with risk.

>>>>>>>

escanor999 @Phillip how much do you expect Yinson to go up to
08/06/2020 12:27 PM

Ok very soon topglove can buy 2 public banks. Congratulations to you kid. Please sailang and buy more, your new tp is rm54 right? Go go go!

Not market. Speculators and retail amateurs like you.

This will not end well. Your anger and rage when others pointing this simple fact out to you is proof enough that you know it's overvalued but you are still sticking to the game.

QL valuation is not a 1 month 2 month thing, already high for multiple years... Unlike glove stocks.

As for QL valuation, you can see them start from 0 family Mart to 200+ family Mart in a few years and plans to challenge 7-11 2000+ stores with family Mart 1000+ stores target. This is a 10 year VERY achievable
goal.

Your gloves got 10 year achievable target of 700 million a year?

>>>>>>>>

Posted by CharlesT > Jun 9, 2020 3:42 PM | Report Abuse

Mkt is giving this kind of valuation to glove now...what can u do?

just like yr super high PE QL....lol

What do you mean no one ever say,

YOU are buying at current price supermax for 12.5 billion at RM8.80.

previous historical PE is RM100 million per year. Now that the valuation has jumped to PE120 level, and you say still cheap can go to RM12-14, that is EXACTLY what you are saying, for supermax to be cheap at MR8.80, the valuation is supermax can give you discounted cash flow of RM700 million per year. That is exactly what is happening.

If your current shop rental to tenant is 6k a month, and the shop value is 1 million. Suddenly if you want to pay 10 million for the shop, you should be expected 60K rental from Mcdonalds, otherwise why pay 10 million?.... Basic maths.

So why are you paying 12 billion for supermax? Aren't you expecting them to do double the business to 200 million of earnings every quarter?

Simple logic simple maths.

Do you think you can get 60K rental for your shoplot that you are renting for 6K? if you can only get 60K rental for 2 years... you really want to pay 10 million for the shoplot meh? 60K a month for 10 years then make it worthwhile to pay 10 million for the shoplot mah.

Speculation? or you don't know the rules of the game?

>>>>>>>>>

Posted by CharlesT > Jun 9, 2020 6:50 AM | Report Abuse

nobody ever say Supermax can post more than Rm700M every year onwards for the next 10 years or forever or till yr last breath ...

I only say they will post fantastic results at least for the next 2 years, basing on the info i knew.

I'm not the one showing off my 200% gain and say fa sifu don't know how to buy glove stocks but CharlesT know so much better than others how to buy, but Ricky Felicity etc all sourgrapes don't know how to buy gloves.

Was that you? I forget.

Where is your 700m earnings article? Still waiting for that calculation.


>>>>>>>

Posted by CharlesT > Jun 9, 2020 1:16 PM | Report Abuse

Philip why leh?

I remember sslee making fun of me for holding pe50 topglove and pe50 QL. Now suddenly told me mistake sell to early? This is what you call real sourgrapes.

My Pchem also up 30 cents today, lost sleep over what?

I will do that when you admit a mistake of buying Insas for 3 years instead of buying topglove. Which I did btw. Better someone who benefit from buying any selling overpriced gloves, than some real sourgrapes who didn't buy at all and stick with INSAS...

>>>>>>>

Posted by Sslee > Jun 9, 2020 11:27 AM | Report Abuse

Dear Philip,
Mr. Market can stay irrational longer that you can stay sane.
So just admit you make a mistake of selling your topgrov too early, so what.

Buy buy, why tp 20, you can make it tp 53

Why stop there.... Go to ahlong borrow more and sailang.

TP 53 ya CharlesT, go buy more! Sure can huat huat until rm53 per share. Who cares about fundamentals. Topglove can become a 150 billion company.

>>>>>>>

Posted by Vitamin > Jun 8, 2020 10:39 PM | Report Abuse

The Best defensive stocks in this Covid-19 worst recession is "GLOVE/medical/PPE/healthcare companies that can withstand or seeing more prosperity. World No.1 gloves producer "TOP GLOVE" is the No.1 stock pick with forwarded bright earnings with TP RM 53.00
09/06/2020 10:18 AM

You are talking about everything except the relevant question. Normal practice for speculators who don't know how to calculate earnings.

I will stop replying you then. You full of evasion but unwilling to talk about facts.

Funny, you still talking? Where is your maths in how supermax can earn 700 million in one year?

Whose the one showing off saying they made 200% in a month?

And as none of you here can calculate why supermax can earn 700 million every year onwards?I think I prefer to use Felicity calculation compared to yours.

Good luck spectacular speculators!

Right.... Oil price at 43 now. Let's see who is right, PCHEM that can earn 500 million in a quarter going back to it's 1 billion earnings every quarter?

Or supermax that has always done 100m per year, can suddenly do 700 million in spot sales every year.

Good luck boys, see you next year.

But his biggest position around 50% is in abmb... supermax is probably 5% of his portfolio as he also bought a ton of other stocks....la.

>>>>>>>

Targeted I think Icon8888 quietly and confidently enjoying glove run with supermax.

Oil price has just hit 43. Recovery is coming. Be patient everyone.

He is stuck in Holland waiting for flight to come back

This kind of story I heard from MLM all the time.

>>>>>>

Posted by CharlesT > Jun 8, 2020 11:55 AM | Report Abuse

fYI daily traded value of supermax is few hundred millions of RM...and its going higher n higher

what tells u...only retailers are buying and they are all richer than u ah..

hey, can stick to maths? and show me how you derive calculation of supermax 700 million to 1 billion in earnings this year?

Please don't just show me how many retailers and fans you have, I have had enough of the JJPTR and swisscash stories of success.

I'm sure you made millions investing in bitcoin too.

Those who have never seen 500K in their entire life, will probably only look at profitability and greed and never even think about risk and speculation.

This kind of gambling, good luck to you. Please look your entire history of investments, and look at what not understanding risk has done to your entire portfolio.

Thanks for the bak kut teh. Opportunity cost? Please look at the stocks that I bought right after selling topglove, did I hold cash? I also bought on 14-15th may QL (8.18), Yinson(5.19), PCHEM(5.43), GKENT(0.63), and each has gone up by more than 10-30%, with far more legs to go.

But yes, count your chickens before they are hatched and supermax can make 1 billion in profits this year (i'll wait and see and laugh), while I get to buy premium business at low prices with more reliable earnings increases.

I dont have to wait for 1 billion in earnings to prove supermax purchase at RM8.8 is correct.

I already know what I am getting for my purchases. And since I already have my bkt lunch coming up, do tell me:

how did you calculate 700 million in earnings for supermax, and more to come? 1 billion in earnings maybe? Supermax still undervalued? Wow. So young already got more confidence than comfort boss who sold his own shares cheap.

>>>>>>>>>

Basing on last Fri's closing price of RM16.38, his opportunity loss is RM15,655,508. i believe will reach Rm20M+ very soon...maybe this week.

I laugh when little kids like to act as if they are the only ones who bought gloves and other FA sifus are to dumb to buy glove stocks.

Come on, grow up. Many of us have been holding and growing in glove stocks for years, and you suddenly come in and think you are special.

I have been receiving growing dividends and share price increases and share splits from TG for YEARS. If you don't believe that, then my trackable portfolio should show you I have held TG for 1.5 years.

Just because felicity and ricky and choivo and kcchongz dont buy glove stocks, suddenly you want to become sifu? Try harder.

AS for maths, here is a simple math problem:

price for your Supermax now is 8.8, market cap now 12 billion.
historically you are paying for 100+ million in earnings for a 2.4 billion company. now you are expecting it to do what? average 700m-1 billion in earnings every year for the next 10 years?

Can you please show me the calculations how covid19 can cause supermax to earn that much every year 1 billion for the next 10 years? Please do, if you can then 8.8 is still undervalued and can buy?

Sure thing kid. Please show me you magnificent math class, and do visit the factory first before you talk more nonsense.

You think people are going to pay spot price for covid forever?

For newbies who do not know how to research statistics and market shareholdings. Institutions are out. Foreign investors are out. The smart money is all out. All that is left are retail folks like you to hold the musical chairs.


https://www.bursamalaysia.com/market_information/market_statistic/securities

Don't believe me? Do your own fa out technical analysis or whatever.

Have fun.

>>>>>

http://www.tradeview.my/2020/06/tradeview-2020-kudos-retailers-you-have.html?m=1

Bullshit, I bet you don't even know who is the lady in charge without checking up on Google. I bring them out for makan all the time. Telling fake stories again.

>>>>>>>>>>

CharlesT I normally do online deposit into their bank ac...

Lazy to go there to do show
07/06/2020 11:30 AM

Have you been saving up money for bkt lunch? I'm bringing the the orphans from st Barnabas home in Klang over as well to enjoy a good meal.

Don't worry, if you disappear from i3 I'll still pay for them

>>>>>>>>


CharlesT Have u done yr homework i gave to u b4 u went to bed ytd?

Just in case you millennial generation kids have no idea what investing is like, I post here her blog for you to read and learn proper long term investing, not stupid gambling.

http://www.intellecpoint.com/

If you are smart why don't you comment directly on the article written by Felicity telling her she is wrong, and more importantly why don't you compare her portfolio results versus your own. Go ahead, take a look at her blog, her carefully corrected yoy results will trump your baseless 30 year old remarks with zero investing results.

8 plus? I sold it at 10.3, and made a further 30% on undervalued oil and gas stocks with upcoming dividend.

Sorry those are REALIZED VALUE. Unlike your imaginary comments on a wisely written article using facts and calculations by Felicity, you are spouting random speculative comments.

Why don't you start your own blog and article and write whatever about balls ache etc.

So funny, how long have you been investing?

Maybe if you write your own article someone will actually read it.

Hi 30 year old kid with 7 posts.

Please spend a little bit more time in the stock market before commenting further. Just because you make money speculating, didn't mean you suddenly became a brilliant investor. Try to come back after 3 years like CharlesT and see if you can claim as much continuous good results. Most likely you will become like him when making money chat a lot in i3, when lose money will just disappear like the wind.

As for najib, I don't care what he does, but I do know Stanley was caught red handed and sentence to 5 years jail. These are facts. His case is for INSIDER TRADING.

If you have a CEO who is caught doing such things, you know why I bought topglove instead of Supermax through the years.

Whether or not apology it not it is still wrong. Appeal or not he was caught red handed. Bad governance.

But I bet you are in the side of riza Aziz as well as he is now let go by new Malaysia government just because he happens to be najib son in law.

If make money for you anything is ok?

Spectacular speculators. Please take more loan ya and margin on that loan and go all in to buy glove stocks as you think it will go up and up and up forever.

Good luck kid.

I think you are the asshole teaching smarter investors to go to ahlong and borrow money to punt in glove stocks without knowing anything about the fundamentals and long term prospects of gloves. Worse you say you only want to hold short term for gloves less than 2 years, but you are paying 10 year earning premiums for those glove stocks.

You call me asshole? I call you irresponsible gambler.

You and calvintaneng are both the same kind of hypocrites, posting up 200% gain etc etc just to entice new speculators to buy your shares at higher price from you.

In the end when the shares come crashing down ( and I can bet you another bak kit teh lunch it will crash), you will either have sold it to some unsuspecting fool, or become a fool yourself.

But asshole or not, you will owe me bkt lunch.

>>>>>>>>

Posted by CharlesT > Jun 7, 2020 8:59 AM | Report Abuse

Though u just an old asshole

Don't worry, I have already repositioned my portfolio to move from overspeculated stocks to undervalued wonderful companies trading at a huge discount. Oh wait, PCHEM already moved from 5 to 7, and oil price moved from 20 per barrel to 41 per barrel.

You however are already paying a huge premium for future earnings instead of a discount for future earnings.

I hope you don't go missing from i3.

More importantly, I hope you don't lead other speculators into glove stocks to take your position as you leave them hanging when the overspeculated expectations do not meet reality.

But obviously you don't think there is a stockpiling going on and people are eating gloves as fast it can be made forever.

Good luck kid. I have already made my profit, and am glad to hold on to my REALIZED profits while you sit on the musical chair with your UNREALISED profits.

When the music stops, I wonder who doesn't have a chair?

When these kind of gamblers are playing the stock market, you KNOW is time to get out.

>>>>>>

Posted by CharlesT > Jun 7, 2020 8:00 AM | Report Abuse

U knew any Ah Long can introduce to me or not?

I'll just wait until your next big loss for you to disappear from i3investor again. Gamblers like you win 200% one day and lose 100% the next.

Usual run of the mill speculators.

But your initial comment that fa people won't buy glove stocks is silly. I did, I have and I have earned more than 16x my money in topglove over the years. You are the one who got lucky kid.

Let's see how you compound that luck when the speculation ends.

Maybe disappear from i3investor for good this time.

Just don't forget that bak kut teh lunch this at the end of the year.