What are the competitive advantages on superlon products? It seem that this counter is for medium term play, any vicious competition from China better cabut.

I find koon bee is quite funny, keep on trying to find logic inconsistency on calvin to prove him wrong. Koon bee see supply n demand as static and oversupply is a unchangeable fact. To him medini n danga is dead town in making as oversupply looming while calvin see hsr n rts will change the demand side. For me, it seem calvin made up thr story perfectly, you cant prove him wrong as long as he is advocating buying cheap undervalue asset. It is funny koon bee the so called ppty guru view property in iskandar as one single object while in fact ppty investment cover a lot aspect of it, from factory, residential, commercial, even iskandar general market is down, certain area maybe booming, he cant be a guru if he cant see the dynamic aspect of it.

Dont understand why he so bearish on malaysia yet invest only in Malaysia? If he is so financially literate, he should get in touch with oversea ppty m stock markets. He maybe getting right about china n india increase competitiveness... but safely assume those country can invest is risky assumption.

Bad advise to call ppl to buy up landed ppty in iskandar that is <400k. Iskandar is 3 time the size of sg, current population is about 70's in klang valley region, plenty of empty land. Buy along the rts line certainly the gain would be higher but where exactly to buy when no one know how's the line look like, buy now is like gambling. If buy far far away from station, sure rugi gao gao.

Koon bee: 5% should be based on asset and asset = owner equity+debt. Why you so focus on equity/cash=5%?? Totally meaningless, if calvin use the cash to buy shares, then % can over 100% if he has more shares than free cash, completely logic flaw.

Another logic flsw is that you use average rental return when calvin was saying he bought lelong ppty, then average return is no longer applicable.

Problem with average is that, it doesn't tell individual cases. Eg if average all ppty is down 10%, it do not mean every single of it is 10% down because average doesnt work in this way, simple arithmetic. Those high end normally drop more while those average drop bit bit and those undervalue can increase in price....but overall is down 10%. So your so call evidence doesnt tell anything

Eden: no one will know where is the bottom and where is the peak. As long as you can get out with profit, will be a good investment. 5% loss for the past 3 day you already kpkb, then you should seriously consider get out from stock market, it is not a playground for child like you...if you cant tolerate even a single % down, go to bank and safe all your money.

你问klse, 当然会啊,股市流动行强,借了马上可以卖,然后还阿窿。房子就不会借,流动性不强。但是如果要买房投资,低于市价当然是首选。像林冠英的在近市中心,就算借阿窿,我也会买,大把有钱佬排队跟你买,只有你卖他们比市价低一点,不怕找不到买家。难道市中心的有地房,有卖不出的吗?便宜一点我都会偷笑。不要拿烂东西跟高档货比,需求是不一样的。

Yeee:你又知道他谈股市时心里没主？

Billc:如果股票你私下卖给我而且全都卖比市场便宜一半，我会借阿窿买，利息只要不超过我会赚的都会买。如果你的一元是市价（林冠英土地市价），要卖人五角，我相信你再笨也会买，因为直接市场转卖就可以翻倍赚。谢谢支持我的观点。

If rts line were to be build along danga, who will be the greatest benefitor?

Daiman?

如果一百块的东西卖你五十块，我在怎么烂账都会借钱买下。林冠英就算那片地只有凉亭，我也会说两百九十万买的好。笔者只提房子多普通，不提地价，居心何在？就好像装了bmw引擎的proton,你会关心外壳烂而说这是烂车吗？

笔者不解释对方怎么不了解股市，而是看态度来决定对方的等级，看来真的只是小学程度；好吃的打工族可能也散尽家财来吃山珍海味，却被笔者肤浅的认为全是靠爹族。隔壁桌的可能都只是家常闲聊，却被自卑的笔者认为别有用意的炫耀...就因为自己穿着普通，就无时无刻的认为别人不经意的眼神是别有用心，害怕被别人看不起，看得出笔者极度的不安全感，可悲。别忘了，在马来西亚，再高档的餐厅，永远都有人穿到烂烂，已经是习惯。。。这里不比中国或香港那么势利。

马来西亚的炫耀是拿房，拿车，拿随身物事来炫，不是拿股市拿餐馆来炫，因为对普通马来西亚人来说，听不出是在炫耀。

"...plans to present results from ongoing final human trials on its experimental Alzheimer’s drug, LMTX, as early as July"

Still early ah....i think people rushed in because they think that malaysia economy worst had over...be careful!

Tom: pretty enough to forget about the cup
What export counters to recommend?
Iran do not freeze mean the oil freeze will be meaningless as they account for the largest production growth. Guys, 17 april very likely to be a show, this oil war, either win it quick or drag even longer. If want to have a quick win, oil price need to be on new low, stop banks continue giving lifeline to US shale companies, bring a big psycholoigcal impact to US oil and financial market, burst their shale bubble. To drag on this war, maintain btw 30-50 range will do, but the result will be ugly as saudi and russia economy cannot tahan that long. Hoping the meeting will bring oil back above 50usd will make saudi and russia looks really stupid, wasted 2 years effort achieve nothing.
Have anyone have turn around their head and think totally the other way, what if opec and russia hidden intention, unlike what they act on media, they want to lower the oil price?

For me, im on safe side, not chasing the bull as my view completely different with the market. I also hate missing bull if months later found out that my assumption are all wrong. So im unwilling to advice you anything as you may blame me cause you to miss this bull run. Maybe you can tell me more about dayang, at what oil price level, dayang can start performing again. Personally, from oil inventiry point of view, oil price will linger at low point for a month or two before it can break to next resistance level...unless drastic changes happen to the supply market.

Why relying on me to give you advice? I dont know the answer, thing that im telling you is simply a question that im asking myself. If the whole war is a conspiracy, what is my target? what will i do next? You can ask yourself and come out with diff idea. I will just stick to my instincts.

“华教长期受到不公平的对待，以及不时听闻的不谙华语或华文者出任华小校长或副校长的案例一再发生，华裔对施政心灰意冷，最终走上移民之路”
移民去哪里？中国还是台湾？

有真材实学不代表有经济效益

Strategically, $20 per barrel is still possible. There is no hard evidences to support my view, esp if you look at supply and demand side. But neither those hard evidences able to explain what will happen next, those who relying on those evidences were wrong badly for the past 2 years. My take is, $23-26 will be the new balance for coming few months, oil producers need to be this low to psychologically deter high cost producers. The war will not end if not one were hurt.

Anyway, I will not go short, sit on the fence and waiting for the worst to come. I hope im right but i might be wrong, time will tell.

Coming 2 months will reach the peak of the disaster, right now still not the worst.

Angielim9955: the question is, what is opec hidden intention to push down the oil price, to the point on collaborating with russia to do so. Coming month is the critical point when US banks reserve based loan redetermination period start, if they want to win this war quick, they have to push down price even further. This will not only restraint but also pull out those dodgy companies lifeline. They have been doing so much and would not eaily give up this time.

Regnig:不会， 美国如果还不起房贷，把钥匙寄回给银行就没事了，房贷一笔勾销，所以烂账多，容易垮。马来西亚就比较小心。比起周围国家，政策，经济走势，大马还有十年的牛市要走，现在只是停下来休息。

Why buy malaysia now when US shale bubble is about to burst. Oil producers still need to push oil price back to 20-30 usd range, malaysia have another round of bear hugging around.

I　ｂｅｔ　ｏｉｌ　ｐｒｉｃｅ　ｃａｎ　ｇｏ　ｄｏｗｎ　ｔｏ　２３　ｕｓｄ　ｐｅｒ　ｂａｒｒｅｌ　ｂｙ　ｃｏｍｉｎｇ　ｍｏｎｔｈ，　right now is much danger place to get in.

If China investors come to invest Malaysia, they will first choose KL, second penang. Iskandar "Malaysia" is not appealing compare to "beside singapore".

fayetan: too much usd rm value and try to relate to oil. Please at least understand the oil war that are happening now, understand saudi ppl mind, understand the cartel (those sunni middle eastern countries) inside opec cartel aim, what they are trying to achieve.

Next quarter is US　reserve based loan redetermination period, banks will decide whether to continue on those shale companies lifeline. The reason OPEC and Russia purposely choose 25 March to conduct the meeting is because they want to crash the market further, and have a quick win on US shale companies by letting them goes bankrupt when banks reluctant to lend them any further. By next month, Cushing Oklahoma inventory capacity will reach its peak and oil price will crashed to ~20 USD. It is not without reason for Najib to say that the government already have contigent plan if the oil price fall further.

Come on, they have do so much to bring down the oil price, OPEC even work with Russia on this matter. Why will they give out when bankrupting US shale producers is so close within their reach. Disaster ahead guys!

Russia work with Saudi to crash the oil market, 20 usd is certain. Goodbye US shale.

陈师傅， 可惜的是，10%赢家立场的思维是属于那些看跌的人，我相信那些看涨的应该属于大众。连那鸡都知道油价会跌到20usd左右，因为沙地好朋友告诉他。

跟市场看法一致，看涨，会死到很惨，丑话说在前头。

914601117: Russia work hand in hand with saudi to counter US, bro. Wait until Cushing OK inventory spill over, and oil price will be at 20 USD easily.

Icon8888, many examples that you drawn, come out 1 conclusion. Using alibaba as example, beside determining a company potential, another essential factor you need to take into account is: whether the potential already price into the share price. If everyone knew the same things as you do, and media trumpet on it, then is really something need to be caution on.

"Always stick to uncle Koon formula - buy something that you think next year can make more profit than this year"

Problem: If you know next year will be more profit than this year, others also knew it, and share price normally will not be cheap. Eg: alibaba, overly hyped, fulfilled criteria as they every year make more profit and is still growing, to date they are now down more than 30% from their previous peak.

By reading chart, you able to figure out how oil price will go? April is determining month, many shale companies will reevaluate again by banks on their credit worthiness and further lending capacity. And Saudi will not give up this opportunity easily, coming march meeting in Moscow is just a show, neutral or bad news more likely and will put further pressure on oil price. Dont bet on crude if you do not understand the whole dynamic.

It will be different if one investor put some of the money into deposit. Let say A put 30% of money into savings, the rest into shares. B commit similar position as A using future and the rest >30% of money into savings. If index drop to 1600, who will be better off then?

I think author has it right, ultimate worst case scanario for both cases are losing all the money. A and B is on the same risk level. Although B play on future, the risk is manageable because he have money to prepare for index fluctuation, so B will not lose more than he had. Future not only can use it for gamble, the ultimate aim for future creation is to hedge risk.

文章没有提前是多大的杠杆,也没提前风险。不懂的人很容易被这篇文章骗了。

Too young too simple. Al-Naimi should be the one control oil price, he control oil policy in saudi.

美国内部的大量坏债，页岩企业大规模倒台到现在还没被市场表达出来。还有机会跌，别急别急。等到时在买进，因为联储局不可能不采取行动的。

Pakcik saham, need to be careful on black swan event. Next two quarters will have massive bad debt issue on US shale companies.

End of 2018, still long enough, so the time value should be high. Worthwhile to gamble on this one, future have many upsides for genting.

这次不是做空，他们利用媒体，让投资人普遍卖空中国，等美国页岩泡沫破灭时，他就会早人家一步做多中国股市。

石油取暖?? 沙地跟伊朗闹翻其实是沙地为了以后如果要快速让油价暴涨铺的路，没有东西比中东危机更容易让油价飞起。接下来几个月其实是关键，美国的经济来源不是在于石油,但是很多坏账从那里来，可能引发的金融系统风险不能小觑。

要懂油价不是没有方法， 你需要懂中东人尤其是沙地人的心理，和中东回教不同教派之间的博弈。油价几时会反弹，要看你读对方的心理多准确，读读这篇文章，让你懂懂油价是什么回事。 http://seekingalpha.com/article/3821096-hello-name-saudi-arabia-care

矛盾，明明说没有人会懂未来油价，然后说杠杆他人知识。。。难道他人就懂油价？如果他人不懂，那么杠杆出来的知识就是屁。看看就知道是看图说故事，如果油价低得久，你看的那几家公司就会倒闭。现在只是对低油价consolidate, 市场还是认为会很快反弹。如果油价没有足够反弹，你就是追高买股，准备得到教训。

This article doesnt take shale bubble and lots of bad loans into account. If you are holding dollar, there isnt much investment option to choose from. So the media is right in the sense that they are talking in american perspective and dont give a fxxk to malaysian.

Shale bubble! sometime smart money is by chance. Doing the opposite may still be dumb if there are still long down road to go.

I had been waiting taurx clinical trial result for long, there had been 3 stage three clinical trials to date. If the trial fail, it will be worth nothing, Genting investment will all flush to longkang. 15 B usd will be highly optimistic scenario, the drug itself is just a modified version of blue dye, not that difficult to make it your own if you have some chemistry knowledge...so the premium for the drug that they can command will be low. So better do your research, dont brainwash by newspaper.

Kevin Wong
staying invested in growth/value stocks at all times...a timeless method of investing?

Nope, a lot of time growth stock is not cheap too. Often it had priced in the growth factor. Once the growth stop much early than you expected, the price will response quickly and you might be in losses. When come to growth stock, I often will first see how much the premium already priced in, second, whether my view on the company is different with the market...or if same, why should i invest in it if everyone looking at the same thing, share the same opinion as me, ie no money to earn.

kcchongnz
I said future trend, not forecast on index or share price. When come to investing, there isnt a fix set of skill applicable all time. A genius investor is versatile when come to different investment skill application. I applied Buffett method before, steady mildly growing income, good fundamental, fairly competitive, share was fair pricing ie not exp compare to overall market PE and its own segment PE, and many more follow his principal. End up the price was not going up for 5 years or so, fundamental changed, end up it was drop badly in price before it was finally acquired, lost $$. If I am not that hardcore fundamental investor and use more psychology approach, I will be fare better for that instance.

When come to apply fundamental investing, one of the thing that i look after is future trend. I believe on the future trend and make me willing to invest in it long term. In fact using past performance, past fundamental as indicator to apply fundamental investing, I am more favour on my belief of future trend of a company and fair value of share price when come to apply this investment approach.

I read your data....but it has no use to me. Often i come out with view that totally different with the market. Your data was showing how overall market was thinking/forecasting... but a lot of time my view is different, so the number a lot of time will not be right for me. The thing is, investing is very complex, I cannot guarantee i will getting all the things right, fundamental investment, like many other investment approach, will have its risk. The only safe way to invest is not to limit your world with one approach, know what situation use what approach. Easy say than done, it require a lot of experience, knowledge and luck.

Warren buffett was a legend because the trend was on his side, buying long term and keep during his time, many companies propel to big company, rise to prominent as US rise post world war 2. No way you can do that in 1900 when not many companies will live that long, looking at company with good fundamental, holding long term, etc will be extremely difficult when many will be gone after a few US bubble burst along the history. One way Buffett can use his approach in 1900 is, all in on coca cola...but all in on one share and hold it, never sell it, is very bad approach and very very risky.

Problem with fundamental investor is that....fundamental will change. Using past indicator as your fundamental guide will be very misleading. Beside, knowing the future trend and psychology of other investors in the play is equally important. If warren buffet was born 50 years earlier, in the 1900 america, using his technique will make you in bigger risk. He will not rise to his status at all, and will be ordinary loser if he applied his strategy. 1900 American companies 90% will not exist 50 years later. Many of current US companies listed was not born 100 years ago.

而且大马股市，蓝筹股很多都生根本地，不够国际化。很多大马投资人，其实也没有什么国际观。奉劝，明年会更惨，页岩泡沫明年随时爆，增加现金比例才是上策。