so much cash, either give div, buy back share or new investment, which will it be?

Heads up, the biggest rally is about to start in December, load up.

good upcoming results eh?

Heads up for followers - the most mispriced stock in KLSE right at the bottom.

impressive QR!

now ULICORP looks more interesting than VS.

Very promising.

Growth wise, Ajiya better.

good risk-adjusted future reward

ADD TO YOUR WATCHLIST.

ACCUMULATE

Step 1: Don't insert unknown chemicals into your body (too late for most).

Good time to get in. TP 1.3x

Very noice.

collect.

opportunity to collect.

Early Birdies catches the big worm.

you will be doing very fine here.

every metrics says it's heading north.

early bird

solid quarter report with strong growth.

Early bird gets the worms.

REASONS: GROWTH + YIELD + VALUE + TREND + EARNING STABILITY + GOOD FA

OPPORTUNITY

why does it feel good owning this company?

Warren Buffet bought a lot of Occidental Petroleum.

Harbour fits the same Buffet criteria used.

Use your WB thinking cap to verify this for yourself.

DEBT LOW ☑
CASH LIQUIDITY ☑
REVENUE GROWTH ☑
PROFIT GROWTH ☑
FREE CASH FLOW GROWTH ☑
UNDERVALUE ☑
TREND ☑
LOW RISK/REWARD SETUP ☑

BOARDING

DEBT LOW ☑
CASH LIQUIDITY ☑
REVENUE GROWTH ☑
PROFIT GROWTH ☑
FREE CASH FLOW GROWTH ☑
UNDERVALUE ☑
TREND ☑
LOW RISK/REWARD SETUP ☑

Wood & Wood Products is doing very well.

Just look up this company's price per Free Cash Flow and I doubt u can find any cheaper stock.

@Sslee not a chemist, just explaining to many people here with engineering background.

@i3lurker thanks, always willing to learn new things or character. But which way is right one for you?

i like to borrow engineering concept of Parts Per Million (PPM) on Price Per Million (PPM) of FCF (TTM), e.g. EVERGRN's PPM = 0.375 / 56.38m = 0.7% and that's a huge cashflow relative to it's price.

Test your stocks against FCF(TTM), and if it's negative, throw it away no matter how cheap the PE is.

Now, try it on POHKONG also.

Basically, you should run filters such as growth evaluation, Graham's valuation equation, discount PE to sector, Buffet's financial safety (as mentioned), eliminate micro revenue and micro market cap companies, avoid upcoming surprises of results announcement, fundamental and technical risk management, etc.

That's a whole bunch of works to be done, and who says investment or trading is easy? A doctor or pilot takes 5 years to get a license, but an crafty investor/trader takes at least 10 years of mistakes and refinements to sharpen the skill.

anyway, so Price/FCF(TTM) is my final and ultimate test after the whole bunch of other things took place, i just make it simple for ya. As a guide, anything less than 2% of Price/FCF(TTM) considered a gem IMHO.

you feel me bro?

and what does professor xiaoeh say about the market?

This explains why most tech stocks should be avoided. Knowing this alone saves you a lot of money.

Sector PE'
Energy 3.2
Plantation 7.7
Industrial Products & Services 9.0
Financial Services 10.0
Construction 11.1
Transportation & Logistics 12.7
Utilities 12.8
Property 13.1
Health Care 13.6
Consumer Products & Services 15.9
Real Estate Investment Trusts 16.7
Technology 19.8
Telecommunications & Media 21.4

Further drill into Tech sector:
SubSector PE"
Software 14.3
Digital Services 15.4
Technology Equipment 20.7
Semiconductors 21.6

just request if u need other sectors or subsectors.

Sorry for replying late, cause this website's thread doesn't come with notification.

@BobbyAxelrod Just remember Buffet never sell during recession, and stock market is a leading indicator for recession, that makes u want to buy during recession. Many articles online already covered that. You can check out Pohkong and let me know what you think.

@Sslee My sole motivation is to share, not to prove anything or compete, this method works, my reward of portfolio gain is already enough, nothing i need to show the world but myself. Once you know your improvement metrics that could avoid pitfalls and filter all the junk (just like diet), your portfolio will grow (healthier).

8 reasons to buy a stock:

1. Strong financials with CR>1 and low debt D/E<1
2. Low positive P/FCF good cashflow
3. Best PE discount within it's sector's peers
4. Above industry's average ROE
5. Trading at great book value discount
6. Good QR performance with positive YOY & QoQ revenue & profit growth
7. Technically great Reward/Risk currently
8. Very low risk opportunity

If you see it, you see it. If you don't, you don't.

Investors can avoid PE trap by looking at Hengyuan's past 4Q's total FCF which is negative with erratic performance, so go look at HARVEST instead.

long term investors should check out HARBOUR, growth company at cheapest discount in bursa.

mispricing opportunity.

TP1 = 0.75

TP = 1.2

PE trap can be avoided by checking P/FCF, if negative, avoid.

Thank you HARISON.

Harison results continues to impress.

holdings incl latest addition:

Automotive
Food & Beverages
Packaging Materials
Pharmaceuticals
Plantation
Semiconductors
Technology Equipment
Transportation & Logistics Services

PPHB seems more interesting.

SAILING towards 1.25

more bulls are flushing in.

MHC cashflow is super solid.

Bulls are back since 20 July 2022.