BuyWithConviction

BuyWithConviction | Joined since 2015-11-17

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

5,477

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
5,477
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2016-11-17 13:47 | Report Abuse

@Investo, I think a lot of people wished they had your win-win plan now! Hehe

Stock

2016-11-17 13:44 | Report Abuse

AA down sharply again. Guess it is not too surprising given short term big picture which was cautious even before the US Presidential election. @Investo, I think many people including those who were quick to criticize your plan, now wished they had your win-win plan too! The current selldown in AA is a clear reminder how important it is to keep eye on big picture and to exercise good risk management skills. If you treat the stock market like a casino then you can expect your winnings to depends mainly on luck. Hehe.

Stock

2016-11-17 13:21 | Report Abuse

Ringgit at 4.3885

Stock

2016-11-17 09:35 | Report Abuse

Ringgit at 4.3667

Stock

2016-11-17 09:26 | Report Abuse

Prudent thing to do. Keep eye on big picture. Hehe

Stock

2016-11-17 09:04 | Report Abuse

Off to a reasonable start, up 2sen!

Stock

2016-11-17 08:48 | Report Abuse

Keep eye on big picture. No crystal ball but looks like Ringgit will stay weak N choppy for now. Big picture continues to believe there will be renewed interests in exporters going forward, especially since stock prices of many exporters have fallen substantially this year and valuations are now more reasonable. Supermax has been a buy now for longer term since call was upgraded from avoid in early Aug at just above 2.10. As usual best to do own research and do not follow anyone's calls blindly. Hope for the best and Happy Investing! Hehe

Stock

2016-11-16 16:49 | Report Abuse

Keep eye on big picture. Ringgit likely to stay weak for now as market speculates about Trump's policies and its impact on global trade and interest rates. Big picture suggests renewed interests in exporters. No crystal ball but looks like good time 2 buy Supermax for the longer term due to reasonable valuations and better results going forward. Hope for the best and Happy Investing! Hehe

Stock

2016-11-16 16:48 | Report Abuse

Statistics show FF big sellers on Bursa over last few days. Same time stocks with high FF holdings eg AA, Genting, CIMB etc down steadily. Keep eye on big picture. Hehe

Stock

2016-11-16 16:32 | Report Abuse

Since got more and more people like takashi86, ETmoney and Investo think there are fraudsters and gangs in this forum, innocent readers need to be careful and beware so won't get cheated. If there are really fraudsters and gangs here, they are likely to attack, and insult because they don't want readers to become careful and beware. You can see the harassments happening already, some even using fake IDs and vulgar language. Let readers and admin decide. Hehe

Posted by takashi86 > Oct 21, 2016 07:31 PM | Report Abuse
Day in day out none stop quarrel...I respect this 2 gangs

Posted by ETmoney > Oct 26, 2016 12:47 PM | Report Abuse
Remain profit in paper and make money again are 2 very different cases. Reader don't get cheat by "fradsters".

Posted by Investo > Oct 21, 2016 07:55 PM | Report Abuse
Since ppl think got gangs, then readers must b extra careful, must not fall 2 traps by this gangs. Always do own research N dun simply follow any calls by any gangs. Laugh

Stock

2016-11-16 16:19 | Report Abuse

I wonder what happened to those who sailang yesterday expecting big rebound today? Keep eye on big picture. @Investo, most people would be glad to have your win-win plan now. Hehe

Stock

2016-11-16 09:03 | Report Abuse

You are right! Hehe

Stock

2016-11-15 20:55 | Report Abuse

You forgot equity exposure of 60% before US Presidential Election and 70% now! HeHa

Stock

2016-11-15 19:19 | Report Abuse

Not something I would do as big picture still suggesting some caution and equity exposure should probably be about 70% only, probably a lot less if it is just in AA alone. But who knows....no crystal ball. I hope it flies too! Hehe

Stock

2016-11-15 11:59 | Report Abuse

Index rebound today but market still nervous as funds flow has not stabilized. Keep eye on big picture. I wouldn't be aggressively invested yet, otherwise the volatility might keep you from sleeping some nights. Look for opportunities to buy more AA for the longer term. Hope for the best and Happy Investing! Hehe

Stock

2016-11-14 09:08 | Report Abuse

Index still down. Spillover from the massive FF selling Friday. Market yet to stabilize.

Stock

2016-11-14 09:01 | Report Abuse

Investo, usually I would recommend taking half profit first and holding the balance for longer term. But I think in this case big picture suggests that the ringgit could stay weak for some time. Also Shpermax worst's results should be behind it already and should be reporting better numbers going forward. End of the day it is your decision but I think for me I would continue to hold Supermax for now.

As usual, do your own research and do not follow anyone's calls blindly. Hope for the best and Happy Investing! Hehe

Stock

2016-11-14 08:51 | Report Abuse

Going to be an interesting day today. Last Friday we had huge FF selling. stocks with high FF holdings eg AA were badly affected. Ringgit this morning back to 4.29 but could stay choppy for some time until Trump's foreign trade policies become clearer.

Global investors are making changes to their portfolio following Trump's unexpected win last week, and tactically we should do the same too. No crystal ball but big picture suggests adding more AA on weakness for the longer term and it expects renewed interests in exporters especially gloves. Also as markets remain uncertain, I wouldn't be aggressively invested yet. Keep eye on big picture. Hope for the best and Happy Investing! Hehe

Stock

2016-11-12 21:13 | Report Abuse

Investo, I think your money management strategy is interesting. From your call track record, you are clearly making good money steadily. No crystal ball but AA could rebound on Monday too. Your comments are a lot more constructive than the spam from those complaining about spam. Keep eye on big picture! Hehe

Posted by Investo > Nov 11, 2016 08:24 PM | Report Abuse
Going home time...............;-)
Aiyoh, AA fall sharp. RM very weak. i learn big picture very important 2 make money. Lucky got raise cash b4 US election. Now can buy if AA fall more. I also got buy gloves Wed, now making money. My win-win plan working well! Laugh.

Stock

2016-11-12 12:07 | Report Abuse

Keep eye on big picture. If you were cautious of the event risk ahead of the US Presidential election, you should have been high in cash. Ringgit and other EM currencies look very weak but not even Trump can change the global big picture overnight. No crystal ball but I don't expect the ringgit to keep free falling. Big picture suggests the current sharp weakness in AA is an opportunity to accumulate for the longer term. Happy Weekend! Hehe

Stock

2016-11-12 11:50 | Report Abuse

Hope you are right. To be safe and for a significant re-rating, buy with intention to hold for longer term. If got good surprise short term it is a added bonus! Keep eye on big picture! Hehe

Stock

2016-11-11 19:03 | Report Abuse

If earnings or accounting policies used are different after a change in auditors, that isn't very reassuring. Prefer good earnings based on better fundamental performance.

Stock

2016-11-11 15:51 | Report Abuse

Ringgit at 4.3875. EM currencies under pressure, not just the ringgit and some have fallen even more.

Stock

2016-11-11 15:15 | Report Abuse

TG is up 5.4%, Supermax up 2.7%.

Stock

2016-11-11 14:48 | Report Abuse

If central bank is intervening, what would happen when it stops doing so? If that is really true, what would FF think? Keep eye on big picture.

Stock

2016-11-11 11:54 | Report Abuse

At last can cheer for Supermax! Many false alarms previously. This time looks a bit better, hopefully better results coming.

Stock

2016-11-11 11:39 | Report Abuse

The Ringgit at 4.3232, very choppy. The exact level not so important now but the big picture is that the weakness is likely to stay for a while, will impact AA adversely and exporters positively.

Stock

2016-11-11 10:50 | Report Abuse

Looks like ringgit weakness may be here for a while, renewed interests in exporters likely especially since many have fallen a lot this year. Hope Supermax has a decent set of results coming. Keep eye on big picture! Hehe

Stock

2016-11-11 09:57 | Report Abuse

ringgit at 4.3698. Interests in gloves will continue for now.

Stock

2016-11-11 09:30 | Report Abuse

Keep eye on big picture. As expected short term sentiment on AA is being hurt by the weak ringgit. No crystal ball but I hope AA may recover by year end. Those who followed big picture and has high cash levels before the US elections, can now look for opportunity to buy more AA if price falls further for the longer term. I would also look at exporters which have fallen a lot this year already and may be due for a good bounce. Hope for the best and Happy Investing! Hehe

Stock

2016-11-11 09:10 | Report Abuse

Been a long time since can cheer for Supermax! If coming results are good, then can move up even further.

Stock

2016-11-11 09:07 | Report Abuse

Supermax up 10 sen again! Keep eye on big picture. Hehe

Stock

2016-11-10 21:58 | Report Abuse

Forex loss hurts investment gains for FF. Many are very tactical.

Stock

2016-11-10 21:55 | Report Abuse

Looks like there will be further interests in gloves tomorrow. Ringgit now at 4.3024. Keep eye on big picture! Hehe

Stock

2016-11-10 21:54 | Report Abuse

Ringgit at 4.3024. Weakness too sharp. No crystal ball but may hurt short term sentiment in AA. Could see renewed interests in exporters. Keep eye on big picture! Hehe

Stock

2016-11-10 19:18 | Report Abuse

Ringgit at 4.2802, sharp weakness.

Stock

2016-11-10 17:52 | Report Abuse

Speaking about forex, ringgit now at 4.2785. So weak, what's happening? Too sharp, not good for AA.

Stock

2016-11-10 16:45 | Report Abuse

Results on 15 Nov?

Stock

2016-11-10 16:43 | Report Abuse

Hehe. So long no one excited about Supermax. Hope it sustains this time.

Stock

2016-11-10 16:36 | Report Abuse

Wow! another push to 2.21 !!

Stock

2016-11-10 16:25 | Report Abuse

Supermax up 7sen! Long time we have not been able to cheer for the stock. Hope we get a reasonable bounce this time. Hehe

Stock

2016-11-10 16:17 | Report Abuse

Just ignore and report for abuse any comment that readers think is spam, including mine or Investo's. Let admin decide. They are fair and do a good job. Do not engage spammers as the attention is exactly what they want and it contributes to even more unproductive comments on this forum. The big picture is making money, stay focused. Hehe

Stock

2016-11-10 16:02 | Report Abuse

Ringgit continues to fall, now at 4.2615. Headwinds for stocks with dollar loans and expenses. Keep eye on big picture! Hehe

Stock

2016-11-10 09:01 | Report Abuse

I think you are right. Ringgit at 4.2533. Keep eye on big picture! Hehe

Stock

2016-11-09 16:57 | Report Abuse

People expecting sharp rebound, not sure that will happen but with uncertainty gone, maybe markets will not fall as much as people fear. So based on big picture, it is an ok opportunity to buy a good stock like AA for the longer term. Hehe

Stock

2016-11-09 16:15 | Report Abuse

Trump wins. Ringgit at 4.2300. Keep eye on big picture! Hehe

Stock

2016-11-09 16:11 | Report Abuse

Trump wins. Not expected and so the markets will need a bit of time to digest this.

Stock

2016-11-09 11:32 | Report Abuse

Ringgit weakens to 4.2205.

Stock

2016-11-09 10:37 | Report Abuse

So far the counting is tighter than people expected. Still a long way to go and things can change very fast but at the moment Dow Jones futures Is down 456 points!!.

Stock

2016-11-09 09:11 | Report Abuse

US market higher again last night but it is a tight race and there is always the chance that a Brexit-type of results can happen again. Counting has already begun and results are beginning to trickle in for the US Presidential election. So far Clinton leading Trump 44-31 in the electoral votes. Ringgit is stronger this morning at 4.1803.

Hartalega's results reasonable but its valuation still stretched. Hopefully will help to lift sentiment for Supermax. As usual, best to do own reseach and do not follow anyone's calls blindly. Keep eye on big picture! Hehe