I hope you learn something from me today ...

LOL even buffett also don’t Dare to talk like that

Dumb dumb hold sleep well at night

No time to bother about small heart

Let him bark

bought at 9.5

rock solid fundamentals

I dumb dumb hold sleep like baby at night

last year dividend 16.7 sen

at RM2.41, dividend yield 6.9%

sustainable EPS of 36 sen per annum

at 2.41, PER of 6.7 times

see how defensive it is

net asset per share RM3.80

now share price RM2.41 is 0.63 times PBR

no... I am holding tight tight not sell even one share

see how rock solid it is in stormy weather like now

I have picked the right stock

I hope you learn something today

whoever that doesn't sell now will be trapped for another 5 years

today drops below 6

Howard Mark says the BIGGEST risk of investing is BUYING EXPENSIVE

Dead Lady has dropped back to August 2016 level of RM41

meaning you have wasted 3 years of your time without generating any return

that is the peril of investing in expensive stock

investing is not about buying good companies, it is about buying well

3iii gave so much emphasis on investing in good quality companies

good quality so what ?

when valuation is stretched, you still lose money

It is not unusual for me to try out on a stock with small position and lose money

You don’t buy you don’t feel

Unlike Philips who bet his father in law retirement fund on pchem, thinking he knows everything and everybody should learn from him

“I hope you learn something from me today”

That was how he ended every discussion few months ago

Now he doesn’t even dare to make a noise

Like a rat (year of the rat)

I sold Long time ago

My little bit of exposure

Lctitan also one big black box nobody understand

When visibility is poor stay away

Fertiliser is more resilient

But only 40% contribution

Remaining 60% are petrochemical affected by oversupply

The stock will underperform next few years

Mistake due to poor analysis

Eyes focused on pengerang benefit but didn’t notice a giant storm of oversupply looming

Whatever gain from pengerang wiped off

This stock screwed already

Petrochemical oversupply next five years according to Equities Tracker

Read jon choivo link

Just ignore ks55

Negative and cynical

Hopeless fellow

Ok if drop Low Low can buy

Very close to durian season

As for Philips , I hope he learn something today : don’t be lansi when you are doing well

If not because small heart keep talking about it I also forgot already

Actually I sold a Long time ago

My little bit of exposure

So what was my actual cost ? Kindly share

Mr small heart

I have never strongly defended affin, despite it being bank stock, because it’s management so so, so maybe the low valuation can be justified

But alliance is different. It’s management team from DBS, so I am more vocal and dare to speak up in their favour

Sochai

Not that I don’t dare to tell exact affin cost, I just can’t remember exactly what price I bought because I have bought and sold few times (but around 220)

Didn’t mean to lie about few cents

Sochai

Affin 220 or 230 or even 240 ?What is the difference ?

The fact is that it is a bank stock that is not as cyclical as other industries

The same logic applies : buying affin at 220+ Or 230+ or even 240+ will never lose money in the Long run (2 to 3 years holding period, let’s not talk even too Long term)

It is impossible that 240+ is the peak until infinity

Understand now small heart sochai ?

I snubbed fire hawk few months back, didn’t even scold or Attack him, and he remember until now

Such a small heart

I saw the kenanga TP 53 my immediate impression is fishy

As usual Philips knows best

That is why he bought pchem and Gkent so expensive

My comments dated 29 November at Jaks thread :




Stock: [JAKS]: JAKS RESOURCES BHD
Nov 29, 2019 10:09 PM | Report Abuse

@sslee, yes I sold armada at 51

It could be a mistake as Perth court case judgement is near

There could be further upside

But what the heck, end of year coming, I pocket my profit and can go for holidays

Bought few lorries in June at 23 Sen, sold in November at 51

What to complain ?

My lousy armada went up from 23 to 50 (I sold)

3iii blue chip Dead Lady went down from 70 to 40

3iii so panlai

This year not easy to make money

Because starting from high base after 2019 bullishness

the only thing i learn is that the world is big and nobody is the snartest

Be humble when you are doing well

Head dont grow big

Dont get carried away

From pchem to gkent, i dont see what i can learn

raider spot on

Nobody should thjnk that he has monopoly of wisdom open mouth close mouth "i hope you learn somethjbg today"

I sold at 50 sen

Hot weather will stop it

Last time SARS like that

Latest by June or July will definitely be over

People laughed at me for my affin buy

I bought 220 now 184

Down 15% what so big deal ?

Sochai is sochai

Charlie munger say when the odds are overwhelmingly in your favour , hoot big

That is why I say no need crack your head

Buy alliance bank sure make money

I am not firehawk, I don’t BS

For me to lose money, RM2.60 has to be the peak of alliance bank from now on until infinity

How can that be possible ?

Go up or go down

I sleep well

My heart calm

I will never lose money by buying at 260

No way I will lose money

As simple as that

Petronm another stock lack of info

Just like pchem, it is one big black box

Nobody knows exactly what is going on with the refinery industry

Meltdown continues

I hope you learn something today

What is better ?

Pray tell

Why like this stock so much ? No moat