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2019-01-10 21:12 | Report Abuse
BIMB ?
Posted by 3iii > Jan 10, 2019 08:19 PM | Report Abuse
My selection criteria:
Growth in revenues and earnings > 15% per year.
ROE > 15%
High PBT Margin
Little Debt
PE at low side of PE range
Dividends must be at least 30% of Earnings. (DPO>30%) and increasing over the years.
Reward/risk > 3:1
Potential Returns > 15% per year.
CFO - CAPEX = FCF must be positive, growing and FCF/Market cap > 5%
2019-01-10 21:10 | Report Abuse
HLIND ?
Posted by 3iii > Jan 10, 2019 08:19 PM | Report Abuse
My selection criteria:
Growth in revenues and earnings > 15% per year.
ROE > 15%
High PBT Margin
Little Debt
PE at low side of PE range
Dividends must be at least 30% of Earnings. (DPO>30%) and increasing over the years.
Reward/risk > 3:1
Potential Returns > 15% per year.
CFO - CAPEX = FCF must be positive, growing and FCF/Market cap > 5%
2019-01-10 20:40 | Report Abuse
those of you who play short term better be careful of pump and dump
Dont simpy chase
Unless you have intention to hold, like me and qqq3
2019-01-10 20:32 | Report Abuse
Date of Change Type Number of Shares
07-Jan-2019 Acquired 783,300
Dato bought so many recently. Should be good, right ?
2019-01-10 18:39 | Report Abuse
Tell us the names lah. Then we have better feel
2019-01-10 18:08 | Report Abuse
Mohnish Pabrai
The Dhandho Investor: The Low-Risk Value Method to High Returns
2019-01-10 18:01 | Report Abuse
dumb dumb hold
this one needs patience
the potential is there
2019-01-10 17:54 | Report Abuse
3iii is like a buddhist monk, he chants Gurus Teachings everyday so as to keep himself from deviating from the correct path and the noble truth
2019-01-10 17:47 | Report Abuse
in less flowery term, meaning he looks at the business
2019-01-10 17:46 | Report Abuse
John neff not numbers driven
he looks at flesh and blood of a company
Posted by 3iii > Jan 10, 2019 10:20 AM | Report Abuse
>>>
Icon8888 I hate Ben graham
I don’t like my life being guided by formulas and numbers
09/01/2019 21:24<<<<
Incongruent.
You like John Neff whose investing strategy is very much like that of Ben Graham.
2019-01-10 17:39 | Report Abuse
MACD almost cross zero line
if up another one to two days, TA will turn positive
2019-01-10 17:28 | Report Abuse
Ok I like you guys, positive thinking
Let's just dumb dumb hold
We are investors mah
2019-01-10 17:23 | Report Abuse
I no trade
Dumb dumb hold
Wait for 80 Sen wb
If drop back it is fate
I am ok
2019-01-10 16:33 | Report Abuse
Need earning
No earning cannot run far
2019-01-10 16:17 | Report Abuse
Someth8ng wr9ng with this stock
Maybe got bad news ?
This is the norm of investing , sometime things happen
Dumb dumb hold chuck it aside
It is not a bad company
2019-01-10 12:35 | Report Abuse
seriously, from how you handle stocks I can tell whether you are a serious player
normal days see you talk 3 talk 4 difficult to judge you
but see the way you make few bucks then quick quick run to celebrate can tell you are just a gambler
2019-01-10 12:27 | Report Abuse
typical gambler behaviour
short term play, makes few hundred bucks go celebrate
the next day loss back to market
wet market vege seller attitude
2019-01-10 11:57 | Report Abuse
cynics make small money
go in and out waste stamp duty
aim bigger, hold longer
2019-01-10 11:45 | Report Abuse
don't waste time here, go back and jaga your pirated DVD stall
2019-01-10 11:40 | Report Abuse
in market, there is not only pump and dump, there is also dump and pump
if you let your emotion be guided by share price, you will fall victim to both set of sharks (P&D and D&P)
we must be objective
we must know what we know, what we don't know
cannot simply cook up all kind of negative things just because share price is heading towards wrong direction
2019-01-10 11:40 | Report Abuse
but the problem with you is not all these
the problem with you is lack of objectivity
when share price down, you are full of negative conspiracy theories
when share price up, you are very bullish
and you ignore facts
it is exactly this kind of attitude that expose you to sharks
2019-01-10 11:40 | Report Abuse
risk is an elusive concept
what you do not see does not mean it is not there
what you see might to be there 6 months down the road
so, there is no such thing as risk free
taking a bit of risk is not gambling
2019-01-10 11:33 | Report Abuse
grow some brain, weigh the risk and reward
nobody ask you to bet your entire fortune
you want safety ? go play FD lah
2019-01-10 11:18 | Report Abuse
this stock got potential to go RM2.00 if everything we know of is real, i.e.., its projects, its financials, etc
but if got element of fraud then will go to hell lah
nobody knows the real picture
I am also making a bet
but it is an educated bet, not Genting casino
investing is 50% skills, 50% luck
only time will tell
2019-01-10 11:10 | Report Abuse
make a few cents you run until pants dropped
from there I can already tell you are a Mickey Mouse player
i3lurker I sold all today
thank you very much, so kind shark!
10/01/2019 10:58
2019-01-10 11:09 | Report Abuse
there is no shark in my dictionary, no shark in my universe
only paranoid cynics see sharks everywhere
stick to fundamentals lah, shark shark shark....
i3lurker I sold all today
thank you very much, so kind shark!
10/01/2019 10:58
2019-01-10 11:05 | Report Abuse
finally climbing up the bean stalk
like sifu paperplane used to teach me, the more you no fark it (quoting his words), the easier it goes up
just chuck it there and wait lah, why everyday come here to be bombarded by the negative comments ?
I keep my TP for WB at 80 sen
2019-01-10 09:53 | Report Abuse
with so much negative energy, people around you must find it stifling
2019-01-10 09:32 | Report Abuse
very cynical person
spewing venom everywhere he goes
Posted by i3lurker > Jan 10, 2019 08:38 AM | Report Abuse
need more ikan bilis for live sacrifice.
looks like fast running out of victims.
need more articles on Sapura to get new suckers, old suckers no longer paying.
spinning! better write more good articles on Sapura
2019-01-09 22:18 | Report Abuse
Oh sorry you are right, RI raises 4 bil
Another 3 bil from asset divestment (50% stake in upstream entity)
4 + 3 bil loans reduction
---------
" Excluding the funds tied to the Mexican asset, Sapura Energy received US$890 million cash, of which US$720 million (RM3 billion) will partly be used to repay its debt. "
http://www.theedgemarkets.com/article/cover-story-clear-skies-again-sapura-energy-thanks-pnb
2019-01-09 21:45 | Report Abuse
Rights issue cut loans by 7 bil
Based on 5% interest rate, saving of 350 mil per annum
Analysts expect material positive earning only next year, but oil price if bullish will cause re rating
So we have no choice but to buy now
2019-01-09 21:41 | Report Abuse
PNB company. Government sure swing jobs to them
Guarantee you
2019-01-09 21:34 | Report Abuse
I increase exposure after feeling that the trade war might be resolved amicably
Not very keen to go into a recession with so much borrowings and a new asset to be digested
2019-01-09 21:24 | Report Abuse
I hate Ben graham
I don’t like my life being guided by formulas and numbers
2019-01-09 21:19 | Report Abuse
I am not saying that I have found the magic formula
I am just trying to propose my own investment strategy
3iii has proposed his buy and hold forever strategy
Long Number proposed his concentrated , in-depth understanding, Long term hold strategy
Both also I don’t really like
So I am trying to figure out whether this John Neff strategy can work
So that I can do it systematically in the futur
2019-01-09 21:12 | Report Abuse
Contrarian , pick lower PER, has a plausible turnaround story ahead, plus a bit of patience like what 3iii preaches, maybe can work well as a way to minimise reinvestment risk , allowing us to churn portfolio on two to three years cycle
2019-01-09 21:09 | Report Abuse
I have identified two stocks recently that fits the above description : DKSH and canone
You don’t need to agree with me, but I got inspiration from John Neff book
2019-01-09 21:07 | Report Abuse
Not really “explosive growth”, but a turnaround with decent growth is usually sufficient
My Golden Rule of Investing
2019-01-10 21:42 | Report Abuse
Please elaborate the point below
1) Any stock that you buy cannot be sold at a loss within 2-3 years of buying it unless you can say with a high degree of certainty that current IV is less than the current price the market is offering.