Just checked facebook, already saw 121 share! (I didn't share)

Maybe it is a good time to publish the 3rd book now because he is even more famous now.

If he wants to hide his holdings, all he needs to do is open several brokerage accounts. Annual reports only show the top 30 shareholdings (note, shareholdings, not shareholders). If you split yourself to 3 accounts, it means 3 shareholdings. This can significantly reduced the number of holdings showing up in the top 30 if it cannot totally eliminate it.

We live in the internet world today. All these social networking things like Facebook, YouTube will exposed your privacy. We have to be more proactive to protect ourselves instead of blaming other people. The tracking technology is not provided by the blogger but iTrade of CIMB bank. What the blogger did is to make the information available to other people who don't have iTrade.

If Mr Fong is uncomfortable that other people know he is rich, why he intentionally publish this article in the newspaper? This article will be read by even more people (including bad guys) than those who read the online blog (mostly investors). Many people will also share this article online such as i3investor! What does this article says in one sentence?

PLEASE DON'T TELL PEOPLE I AM RICH!

If you don't want people to know you are rich, keep quiet mar, why publish an entire article in the newspaper? Now everyone who is curious can Google around. The blogger's posts have been recycled in so many places online, everyone can find it easily. The effect is exactly the opposite, now instead of 1,000 people know he is rich, after this article, 1,000,000 people will know he is rich.

And at least now I know he is rich, AND you know he is rich. You may tell your father this story and then your father know he is rich. Then your father will tell his wife, who is your mother that he is rich. And your mother will tell the fish seller in the market that he is rich. And everyone has a father and a mother and many mothers go to the market to buy fish...

冷眼："此地无银三百两！”

If you think many of what you posted are irrelevant, why spend so much time to include them in your title and article?

Maybe a better title for this article is "Musing on the WRONG ColdEye Stocks Portfolio (but it doesn't matter because it is not relevant) kcchongnz"

Unfortunately, it matters. You are showing us the wrong data for your "illustration". It is like showing us an elephant and try to illustrate how a giraffe looks like.

Ok guys, this counter is under follow. There are actually 2 positive developments.

#1. They have sold a money losing business so it won't drag down the earnings in the future.

#2. They invested in new Vietnam operations. Many furniture stocks such as Latitude makes a lot of money from their Vietnam operation.

Whether this is a buy depends on your own homework.

@ks55, no one knows his exact entry/average price because the annual report is only released a few days ago and showing top 30 shareholders as of 1 April 2015. See page 108. http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=169248&name=EA_DS_ATTACHMENTS. We can only know he bought his stock somewhere around 15 April 2014 (2013 annual report update) to 1 April 2015.

UMSNGB has 2 interesting developments. They sold their money losing business and going forward, it will not drag the earnings. And at the same time, they have new operations setup at Vietnam that will contribute in the future. Those furniture stocks like Latitude are making a lot of money from their Vietnam operation.

You wrote many great articles but this one is just totally out of mark. bsngbg is correct. I think I have to write something.

Basically it is garbage in garbage out. You can gives those lessons but unfortunately you use the wrong example [coldeye].

Remember the story of the blinds touching the elephant? That's it. The one who touches the ear vs the trunk vs the teeth vs the tail, etc. [different data] can give totally different analysis. Your data is just a small part of the elephant, or even worse, not even an elephant but maybe a lion assume to be an elephant.

The portfolio was obtained from annual reports. So these are the flaws:-

1. Company update annual report only once a year. You do not know the entry price nor it is able to know a trade that has been opened and closed before the annual report date. If one doesn't know the entry price, how reliable can the portfolio data be?

2. Only 30 top shareholders are shown. Coldeye may not have been in the list and so will not be tracked if he owns smaller position or even a large position in a a large cap stock.

And every month, coldeye portfolio will be updated. And there are many of his portfolios tracked in i3 alone. And yet you have picked March 2012 for your starting point and assume coldeye is holding all those stocks until today. You spend so much time preparing a return table for coldeye but not following the changes?

There are a few traits of coldeye that make him very good. One of them is that he is able to admit his own mistakes very quickly and exit fast. On the other hand he keeps his winners run.

You may not like the fact but almost all the counters you used in this example have been sold and replaced with many winners [if you follow the updates]. I didn't even use the word "cut loses" because he may have own those stocks very cheap.

He is doing very very well. One doesn't need to be 100% right. Just like magic formula, not all stocks will be winners. You just need to make sure your winners outperform your losers. This is also similar to Graham holding a basket of NetNet where some went totally kaput and he still do well.

Again, I am not against your lessons. They are useful. But you have picked a very bad example to illustrate your lessons. I hope you won't ask me to reread your article like what you ask bsngbg. Maybe you should reread our comments if you still don't get what we want to say.

News comes out Cold Eye (Fong Siling) bought into this counter.

> As shown in two tables above, for the quarter ended December 2014, OSD division contributed revenue and operating profit of RM13 mil and RM4.1 mil respectively (by subtracting September figures from December figures).

> According to the company, the OSD division has order book of RM150 mil, sufficient to last until 2020

If you want to extrapolate last Q results, then the 150m order book can only last for 11.5 quarters, about 3 years, that's end of 2017. If the order book need to last until 2020, it needs to consume it at a much slower pace.

Something doesn't make sense. If the money is really from Vincent Ng Chin Wee, then this arrangement won't work because sooner or later he will find out and expose it like what happen now. He may be more of a middleman like Suhaimi? Maybe he is mad because he didn't get his commission?

After Lord of the Frauds, we have 3 more episodes of Fraudbits? :D Luckily no need to wait 1 year for 1 episode. Haha.

Wah got Part 3 some more. Lord of the Frauds? :D

Good Job! May I know how did you obtain those documents (the agreement and the letter)? Are those accessible to retail investor when they are doing their own research on a listed company?

Call Warrants (-CA, -CB, etc.) are different than Warrants (-WA, -WB). Call Warrants are usually issued by investment banks and settled in cash so no new shares are issued. Warrants on the other hand are issued by the company and new shares will be issued when exercised.

When a warrants holder exercise his warrants, the company received cash and new share is issued and credited to his CDS account. The "exercising" won't affect the market price. The problem is dilution. Now there are more shares sharing the same pie (company).

For MEDIA, there are no warrants dilution but employee stock options dilution. So far the dilution is consider negligible.

At RM2.00, MEDIA is still fairly valued at PE12. Earnings are affected by MH370 and MH17 because many scheduled programs have to be pulled off and thus losing advertising revenue. Consumer sentiment are also going to be affected later by GST so many advertisers will not spend so much on advertising.

If you look at the chart, MEDIA has been in a very steady downtrend.

No one can really predict a stock price but I will be happy to buy if MEDIA touch RM1.75. That will be around PE10 with good dividends and if one hold until consumer sentiment improve and the E improve and PE get back to normal range of PE13, one can expect a comfortable 50% return maybe in 2 to 3 years.

Zhulian’s Q3 earnings plunge 74% to RM10.4mil
http://www.thestar.com.my/Business/Business-News/2014/10/15/Zhulian-Q3-earnings-plunge-74pc-to-RM10pt4mil/?style=biz

40% of par value [also called face value]. Different stock has different par value, for TAKAFUL it's RM1. So 40% of RM1 is 40 cents.

RM0.40/share dividend coming soon. :D

EX-date 15/10/2014
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1754549

The yield is 3.18% based on today closing price.