Hope you can fulfill your dream !

Recently didn't do much of buying but today can't help have to add some Gadang according to my estimate @ 220 still commands a 20% safety margin.

Q3 earning won't be diluted.

Good both are OK.

tksw why argue ? He prefers WTK to FL let it be.

If 15 sen is given before the end of this year the rate actually is10% per annum.

8 sen in 5 months for the investment of 183 is actually 10%+ per annum.

This year should be a challenge,I will be satisfied if I can make it to 20%.

It's being adjusted for PP the price of which might has been agreed before.

why argue , the bottom line is to see that which option gives a better result in holding the stock.

If you take the cash it's dividend but if you prefer the share it's just like bonus share.

Ask Calvin to promote more, he can do wonder.

Ole Ole !

Good one.

I know, all data point to that but wall st. refuse to accept, everything is fine party is still on and so with KLSE, so why dump the furniture and lumber stocks only ?

Ole Ole !

The risk of these stocks is the US recession (if any) and not the FX rate.

What I'm trying to point out is that there is nothing wrong in buying Plantation stocks in fact it is the trend now, but to dump the export stocks which have dropped so much that there are good value in them after taking into account of the weak USD in the future is uncalled for. Most furniture and timber stocks were doing well when USD/RM was around 3.7, so do your analysis before you dump the furniture and timber stocks.

Hi Tony nice to hear from you again, hope you have made a fortune from the market. I did not buy any recently except Focus lumber which was sold while it was on the way up. All my holding were bought last year or earlier like Gadang ,Kimlun ,CCB, Hauyang, KSL, PMcorp and a few non active counters. How about you? I see your MHK is doing well.

To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.

Gone with the cheap FlBHD !

Welcome Red ,it is thought that this is good for world economy . But there is a limit , too strong Japan and Europe will suffer so we should know how to estimate our RM FX then.

This is to allow yuan to devalue without looking like one, in the process yen ups, euro ups so with RM.

原來大家都在等一送一后的一点七.

如果真的再跌你会買嗎？

3.86 ? What happen ? Somebody deleted his posting .

不是再買多一点呢？

don't worry tomorrow the sun still will come out.

Negative cash flow for the year is due to retirement of loan of 25M, otherwise it should be positive.

When will this fat lady sing ? I`m abit tired of waiting.

Don't be hurry let it takes its time.

BTW I'm not referring to PP I'm just wondering these big share holders may have info more than we do (or should I say more than I do).

Hope that you are right and the dust can setter so that Gadang can scale back and create a new height .

My FLB and Gadang were hard hit yesterday , I added some FLB at 2.11 on the way down but didn't buy any Gadang may be because its volume were too high. It did not look like retailers panic sale but more like some big holders selling because of better inside info.

Good !

Got some at 2.11.

Don't give up, try to rate this one, eps FY2016 can be around 28 sen irrespective of FX and having the potential of giving 15 sen or more dividend, so what should the FV and the entry price ?

Fall to 2.1 will give 20% margin of safety.

Oil inventory is hard to drop as lots of companies have to pump out even selling at a loss just as to service the debt.

Good, but I think it will be a long wait.

Book the ticket when it drops lower so that you can enjoy the tour later.

What do you get if ppl enjoy in Holland ?

我在等

The recent price movement may be due to new third party investor, I believe it has more upside to come.

我知，要它跌到一点三是很難的

The gearing is only 0.416 .

The trouble is no application solfware is 100% accurate.

No wonder you call this your blog.

It suits me slow n steady.

10 Sen coming more will follow not good enough ?