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2019-02-11 14:32 | Report Abuse
that is ecoworld development warrants
2019-02-11 14:31 | Report Abuse
I dont argue to win
if money in my pocket, I win
and vice versa
Posted by qqq3 > Feb 11, 2019 02:29 PM | Report Abuse
no deal exit just means what it says....no deal yet....
it will be a no deal exit...deals will come later, takes time.....
2019-02-11 14:28 | Report Abuse
https://klse.i3investor.com/servlets/stk/5283wa.jsp
check this out
2019-02-11 14:18 | Report Abuse
this is a contrarian play (I am not doing it for the sake of doing it)
the herd believes No deal Brexit is damaging
I agree with the herd that No Deal Brexit is indeed damaging.
However, I do not believe No Deal Brexit will happen (because if it happens, it will be SO damaging until the entire financial system will collapse caused by business failures, bad debts, etc)
As a democracy, UK will have check and balance to ensure that Theresa May wouldn't pull off a No Deal Brexit
It is already happening. British parliament is already mobilising (across political parties) to ensure No Deal Brexit won't happen in March 2019
So it is a genuine contrarian move, not contrarian for the sake of contrarian
as I mentioned, " think rationally and objectively so as to exploit the nuances and subtleties",
I am just putting it into practice. Only time can tell whether I bet right or wrong.
btw, my underlying argument is that it is difficult to lose money on a 13 sen warrants expiring in 2022, when the PLC is hugely profitable, and the macro is far from hopeless
no risk no gain
Posted by qqq3 > Feb 11, 2019 12:51 PM | Report Abuse
u cannot be a contrarian just for the sake of being a contrarian and hope to make money.
2019-02-11 14:03 | Report Abuse
my investment horizon varies from one stock to the other
I harvest by batches
as I explained to probability before, once you measure portfolio return by realised gain (instead of paper gain), diversification suddenly becomes very very appealing. It has the benefit of lower risk yet does not have the problem of one stock's paper loss offsetting another stock's paper gain
do you get me ? I can explain again
Posted by qqq3 > Feb 11, 2019 12:43 PM | Report Abuse
what about Sapura as contrarian play?
ps...I don't have.
2019-02-11 12:01 | Report Abuse
my advice is that don't worry about the trade war
there will be a compromise, for a simple reason : US cannot afford it
take a closer look and you will discover its weak links
time not on trump side
there will be a deal
2019-02-11 11:54 | Report Abuse
this is my next BIMB warrants
I have 200 lorries
2019-02-11 11:48 | Report Abuse
Fabien and I are almost like twins
there is very little to disagree when come to investing
we are from the same universe
2019-02-11 10:24 | Report Abuse
If Uncle Koon is a little girl he will sabotage
But if he is a businessman he will quietly buy
2019-02-10 15:48 | Report Abuse
@paperplane
I bought the thorp book as per your recommendation. The ray dalio book is not about investing ?
2019-02-10 15:32 | Report Abuse
On hind sight, probability’s complaint is spot on.
—————————-
probability > Feb 9, 2019 06:37 PM | Report Abuse
Philip insights so far does not appear convincing...
probability : i cant even see a method...how to try?
09/02/2019 19:02
2019-02-10 15:25 | Report Abuse
SS Lee damn upset now. He toiled for 3 days 3 nights tearing QL apart to try to figure out its moat and intrinsic value, only to find out it is insider info.
LOL
And qqq3 wrote passionately about S = QR etc (which until now I still don’t understand) to try to explain the QL story. At the end, it is insider info.
Tell them earlier lah. Save them the hassles running around like headless chicken
2019-02-10 13:52 | Report Abuse
She ?
Fortune Bull That's why i never bash Qqq3! Because many times she did provide me with useful intel!
10/02/2019 13:41
2019-02-10 09:47 | Report Abuse
see you around, Philips
have a nice day
2019-02-10 09:42 | Report Abuse
never mind, there is no need to win the argument against you
I just wish to know whether I should follow your so called moat based investment
and now I have the answer
that is all I need
thanks
Posted by (S = Qr) Philip > Feb 10, 2019 09:40 AM | Report Abuse
I think your idea of insider info and mine is totally different.
Kyy and aminvest went to Vietnam to view the status of the jaks power plant. How did that turn out?
Warren visited the HQ of GEICO, many others did but he saw something different that other people didn't.
I used the same operational framework for YINSON, topglove and public bank. I spend time to understand my investments, which is why I'm confused someone can buy 50 stocks and promote 20 more. Every stock I buy is carefully understood.
I could tell you my wife works at public bank. Does that constitute insider information that allows me to purchase stocks in public bank since 2012?
Most information are really available to serious investors and business owners. In fact I find it weird for me that everyone is investing heavily into hengyuan and CARIMIN without trying to understand the business model or visiting the plants. Hengyuan plant in is peninsular Malaysia, its not like it's in Brazil. Why not drive over, take a look, request for a tour? It's your investment!
What is the harm of understanding your business properly before betting the farm on it? In fact, if you wanted to buy a new bungalow house, wouldn't you want to visit the developer showroom, see the showhouse, interview your friend who works with the developer?
Should investing 1 million in pieces of paper warrant the same kind of dedication and attention?
2019-02-10 09:32 | Report Abuse
Operational Insider Info is very powerful. Sometime you don't need them to tell you much. All it takes is an elbow on the rib "things are working well, next year can be even better".
I have experienced it before. And I bet big and won 10 out of 10 times. Those are the days.... I missed it....
2019-02-10 09:29 | Report Abuse
Meaning that you don't really have a proper analytical or theoretical framework to carry out successful investment. You are purely relying on insider information.
(meaning in the future I shouldn't give too much weightage to your comments when come to non QL stocks. Now at least I know where I stand)
2019-02-10 09:22 | Report Abuse
Yes !!! So QL is about Insider Information
(Strictly speaking, those information is not really "Insider Information", because Insider Information is usually associated with specific corporate events. While in your case, it is information about the operation)
I am not trying to belittle you, as I too have benefited from such information before (now no more such privilege). So, the moment you mentioned it, I immediately understand the power of such info.
No wonder you keep buying QL.
That is why all this while I am not convinced by the arguments that your persistent investment in QL is because you have successfully identified its moat (until now I still don't believe it has moat).
Because no matter how I look at it, from whatever angle, I don't see hints of moat.
Great, now the mystery has been solved, and I can finally sleep well at night !!!
=======================================
Posted by (S = Qr) Philip > Feb 10, 2019 09:06 AM | Report Abuse
I was exposed to ql since 2003 when the company I worked at started doing work for QL frozen plant and palm oil refinery in tawau and kalimba tan Uber ql boilermech. I got to see their capex growth first hand, and the number of new boats they buy, new feedmills and processing plants they do. From 2005-2008 I started to monitor their annual report, I really liked what I saw. But that time since owing money to a lot of people from bad stock market decisions I doubt myself in buying. In 2009, the annual report still doing very good things. After 4 years of good governance I decide to go in, after I saw Dr chia new expansion plans for QL.
So in some way insider information. But I think I stay in the stock for far longer than most insiders, because I kept buying the same stock for 10 years now from 2009 until 2019.
Who knows if the results for this quarter is also good, and the company no nasty surprise, I will continue to buy.
2019-02-09 22:01 | Report Abuse
15% per annum is for those managing tens of billions
For example John neff is regarded as one of the most successful investors and his average return 15% per annum
I can understand the need to be safe as really not easy to juggle tens of billions
But if you only have RM500k, then aiming for 15% by holding dinosaurs is stupid loh
2019-02-09 20:31 | Report Abuse
My favourites :
(1) Sometimes waves of social proof and other dysfunctional heuristics create a significant gap between price and value. This does not happen often in areas within a person’s circle of competence, but it does happen. For some investors, spotting a gap like this happens only once or twice a year and that is just fine with them. In those instances these investors bet big and the rest of the time they do nothin
(2) The best returns accrue to investors who are patient and yet aggressive when they are offered an attractive price for an asset.
2019-02-09 20:05 | Report Abuse
I posted my article, went out for steam tilapia
come back with 68 comments !!!
2019-02-09 16:48 | Report Abuse
They target to sell 30,000 Aruz this year , right ?
Now after one month launch already 8,000
2019-02-08 19:25 | Report Abuse
Bought warrants today at 13 sen
2019-02-08 16:32 | Report Abuse
14 Sen nobody wants to buy
Now 24 Sen people rush in to buy
Nice
2019-02-08 14:48 | Report Abuse
I am horrified by this stock
It has all the requisite ingredients to blow up spectacularly
2019-02-07 15:46 | Report Abuse
Quiet guys... don’t alert Uncle Koon... later he angry...
2019-02-07 10:32 | Report Abuse
Saw an Aruz on the street. Quite handsome. Should sell well.
2019-02-07 10:13 | Report Abuse
i3lurker super amateurish. Makes few sen will quick quick run
I think is a young girl just graduated
2019-02-07 10:05 | Report Abuse
For this coming quarter, all eyes on Vietnam
If Vietnam delivers, stock will fly despite pacific star 50 mil losses dragging down overall results
Stock: [HTPADU]: HEITECH PADU BHD
2019-02-11 16:30 | Report Abuse
Assuming it replaces Myeg
Myeg market cap RM3 bil
Ht padu 100 mil shares
So RM30 loh