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2019-01-05 06:47 | Report Abuse
Big MNC in Sabah ? Maybe oil and gas ?
Posted by probability > Jan 4, 2019 10:23 PM | Report Abuse
what eng and procurement of products you do? in remote sabah?
need not name the MNC but you can tell the job nature
2019-01-05 06:44 | Report Abuse
Mr Long's method relies a lot a lot a lot on his intellect
Not every one can do it
Not me
2019-01-05 06:40 | Report Abuse
sifu when should we sell ?
2019-01-05 06:38 | Report Abuse
I have bookmarked this thread to read it thoroughly
Forcing myself to read so as to tap 3iii wisdom
Even though it is difficult to do (falls asleep after few minutes, due to ideological difference)
But I promise myself I will finish the whole thing . But need a bit of time
2019-01-05 06:33 | Report Abuse
I am not saying that you should unnecessarily take on high risk for the sake of achieving high return. That is gambling mentality already
What I am saying is that jon's attitude of indifference towards huge capital gain is unhealthy
He should more proactively pursue it
2019-01-05 06:23 | Report Abuse
"Low risk" is a tricky concept
Those that don't take financial risk at young age will find themselves facing high financial risk when they are old
The effective way to eliminate risk is to grow yourself out of it, not by avoiding it from the very very early stage
2019-01-05 06:21 | Report Abuse
After you have grown big (at least few millions, sufficient for retirement), you can consider switching to the conservative approach like Jon doing now
2019-01-05 06:18 | Report Abuse
Equity is risky. In such an environment, offenses could be the best Defence. When time is good, you should grow yourself big such that when bad time comes, you have plenty of fat to protect your original capital
At least at the early stage of a lifelong wealth accumulation, that should be the way
2019-01-05 06:12 | Report Abuse
Not to say that jon's investment method is wrong. It is just not very suitable for him
Jon is too young, capital too small
He can't afford to invest too conservatively
2019-01-05 06:11 | Report Abuse
Yes. Jon will very likely underperform in bull and in normal market
That is the weak link of his investing model
Which is why I until now is still not convinced that it is suitable for him
2019-01-04 19:30 | Report Abuse
hi Jon, if you need a decision tree to eat an egg, that means your character is naturally cautious. Then better stick to what you are comfortable with, ignore what I said.
2019-01-04 18:22 | Report Abuse
I no eye see, throw aside and come back one year later
Hopefully there is still something there
2019-01-04 17:52 | Report Abuse
in my opinion, you make a mistake by setting up this fund management toy for your relatives and friends
you structure the fund's remuneration system in such a way that you need to focus on capital preservation.
In a certain way, it restrains (at first I was thinking of saying retard, but better not) your intellectual development for investing
there is a big world out there. Better keep your mind open. Explore first before firming up your model prematurely
2019-01-04 17:43 | Report Abuse
hi everybody
can I join the conversation ?
2019-01-04 17:35 | Report Abuse
Our England not powderful
2019-01-04 17:25 | Report Abuse
To cut it short, whatever jon call himself, it is Blue chip investing
We are small and mid cap investing
2019-01-04 17:24 | Report Abuse
Like a doctor, I think I finally figure out Jon's style
It is called "fear of paper loss syndrome "
All stocks he picks must be so safe until very little chance of paper loss
Most of us are different. We tolerate our portfolio goes on a wild swing as long as it doesn't kill us, and hopefully pot of Golf at end of rainbow
2019-01-04 17:19 | Report Abuse
Unlikely no deal brexit
If they messed up the economy, there will be an avalanche of bad debts
The entire UK financial system will be destabilised
I see all these no deal talk as political manuvering
2019-01-04 15:52 | Report Abuse
You also same, talk loud only. Never see you do any good
2019-01-04 13:22 | Report Abuse
Follow sifu OTB buy Uzma
If make money on one stock can already subscribe for many many more years
2019-01-04 13:16 | Report Abuse
I posted an article about that for few days lah. In that article I asked them to help. They just ignored me
2019-01-04 13:04 | Report Abuse
If you asked a friend to lend you a pencil (not a million dollar, just a pencil, and he has 20 of them on his table) and he said "No Way". And then the next day he approached you for advice on what shares to buy, how would you feel ?
2019-01-04 12:44 | Report Abuse
I ask i3 admin to get rid of the faked ID, i3 admin totally ignore me
Then they sent invitation to ask me speak at the investment blogger forum
If you are me, will you go ?
2019-01-04 12:39 | Report Abuse
check the ID, it is not me
I got 15,000 postings, he got 30 posts
easy to differentiate
Posted by warchest > Jan 4, 2019 11:18 AM | Report Abuse
haha icon8888 u are damn funny, sell what since is just a small uptrend. would u sell your jaks now? ppl shouting as well
2019-01-04 12:37 | Report Abuse
ya this guy very unethical
use my name does all kind of nonsense
Posted by Beary > Jan 4, 2019 12:35 PM | Report Abuse
lcon8888 using Icon8888's buttock as his face and fooled a few guys.
2019-01-04 10:01 | Report Abuse
what is going right ? tell me the details lah, why reinvent the wheel ? let me inspect the wheel instead. that is more efficient
2019-01-04 09:39 | Report Abuse
can you give me your input then I know better where to zoom in
what is the theme ?
2019-01-04 09:16 | Report Abuse
good morning uncle koon, we love you
2019-01-04 09:13 | Report Abuse
this lazycat totally not lazy, always sniffing around for ideas. I like
few reasons :-
(1) it was sold down drastically from 80 sen to 70 sen last minute before stock pick begins. So I opportunistically pick it. True enough, it now rebound to RM0.75, and I buta buta made few percent gain;
(2) it is not so susceptible to economic condition. So if this year economy not so good, it might be less affected; and
(3) tapioca price has come down so profitability should improve
http://www.thaitapiocastarch.org/en/information/statistics/weekly_tapioca_starch_price/2018
(4) of course it is a good company. I have it in my real portfolio. But my cost 80 sen instead of 70 sen. This stock is long term hold for me. I won't sell so easily.
lazycat icon8888 , why u 20% 3a?
04/01/2019 08:54
2019-01-04 08:53 | Report Abuse
Horrible kid.... only know to talk don't know how to listen
Next time your wife will give you hell
Choivo Capital Its cheap lah. Was looking at it a month or two back during 3Q.
I dont think the management is any good. They are similarly undervalued business, with much better management.
But 6PE. and roughly half book. FV for me is barely 1.2-1.3bil
Might be worth a 1-3% punt as an NTA. If they ever sold the stake, RM1.5bil for 20% of perodua is possible, and give out the full amount in div.
Would then go up to RM4 or more easily. But so many cheap NTA companies now also haha.
03/01/2019 17:46
2019-01-03 20:28 | Report Abuse
Why so angry ? What makes you think that common sense needs your approval to talk about his favourite stock ?
Posted by Choivo Capital > Jan 3, 2019 05:58 PM | Report Abuse
commonsense,
Stop trying to fry MBMR up in every single forum, by talking as if its gold selling at the price of lead.
You make me itch to balance the equation by talking it down like mad here.
========
Posted by Choivo Capital > Jan 3, 2019 06:00 PM | Report Abuse
Its at best a 30-35% discount to fair value.
I can name you at least 3 companies selling at 40-50% off fair value. And this is fair value derived from earnings.
If we go to RNAV, i can name you 10 at more than 50% discount easily.
2019-01-03 17:52 | Report Abuse
I will follow uncle Koon buy some orchids every time I make money in stock market
2019-01-03 17:38 | Report Abuse
same here Uncle Koon, we love you and wish you live until 200 years old
Posted by Koon Bee > Jan 3, 2019 05:17 PM | Report Abuse
Uncle Koon, you are a great Uncle and I always respect you. I wish you gain back your 64 million soonest possible and is good to earn extra of 20-30 million. Wish you stay healthy, happy which you always are.
I will start to have pineapple every morning with empty stomach.
Cheers!!
2019-01-03 17:28 | Report Abuse
yes I love qqq3 also
recently uncle koon no more here, qqq3 suddenly becomes very likeable
he no more spewing out revolting PLP
2019-01-03 17:23 | Report Abuse
yes yes now I know you scold me whack me because you love me
thanks sifu CharlesT
owe you red dates tea
2019-01-03 17:20 | Report Abuse
I got curry mee
42.5 Sen
Thanks to sifu CharlesT
Bought red dates already, make tea for him to kamsia
2019-01-03 17:17 | Report Abuse
I sold also sold half lah
Everyday CharlesT bombard me, I almost nervous breakdown
Cannot take it anymore
2019-01-03 16:17 | Report Abuse
wait... jaks also owns associate stake in IPP.
then that is similar as MBM, right ?
LOL
(lets see how qqq3 argue back)
2019-01-03 16:14 | Report Abuse
I am going out to buy a kg of red dates
make tea for sifu CharlesT
2019-01-03 16:14 | Report Abuse
forget about FA, TA, Business Sense investing
now is CharlesT Six Sense Investing
2019-01-03 16:13 | Report Abuse
I hope you are right qqq3 ! I wish Jaks pay out handsome dividend also
Blog: How to invest for the long game, without losing your shoes.
2019-01-05 07:04 | Report Abuse
I have a different feel about you woh
You are good at making statements about things , most of the time negative
Apart from that I don't see you make much contribution to investing ideas