As I said earlier. .it will retest the year low at rm0.455....Let's do the count down!!! Kikiki

Kikikikk....retest rm0.50...

That's inevitable. .big loss in qtr 3

Based on chart...we call "tuan chow"...

That will ultimate destination
...fen mu !!!

Myob..you more stupid than my maid....kikikiki csl will retest year low b4 putus tali...kikiki

Tuo kwang kwang pun Beh gi..

Kikikiki

Kikikikiki

Boh hen hsu...gua minat seow lian ah nia!! Chai bo!!! Kikiki

kikikikiki

how much left.......new story in 2015..kikiki

expected to lose another rmb300 million in Qtr 3..........spent another capex rmb "500" million ......kikikiki

2020! Kiki kiki

this year with theepisode of fire.....what about next year??

episode of fairy tales is just the beginning .....not ending......kikkiki

hmmmmmmmm.......kikikikiki

no dividend as expected .........can see cannot touch although water came out from mouth....kikiki

i'm puzzled by the SBB 100 units........what meesage the mgmt want to tell the market?? that reflect the competency of mgmt.....kikikiki

No inmprove in recurring earning, no reason for revaluation...price will be stagnant n eventually retest rm0.455...my pure opinion niah...kikiki

Sorry! That's not theory talk..that's half past six talk! In accounting, you can capitalize those investment! Only half past six knowledge said otherwise! Kikikiki

Theory talk!

In reality, you can consider that investment as capex n capotalized over number of yeras!!

You got to treat yrself fairer b4 expecting others! Don't mislead your self n others. ..check what'' the prices for those ctrs mentioned by you one day earlier than what you quote d!! Kilikiki

Final hints....

At cpo price rm2000 /mt, tsh will growth 70% of its profit in the second half if compare to the same corresponding periods in 2013 ..when cpo price fared much better ! see how far my prediction out of track!

What would happen to the price if that materialize!!! Even after the approval of bonus proposal. ..what about in the next 3-4 years...comes to think of it...tai atuk huat lah!! Kikiki

I'm not interested to track the daily or weekly or monthly price movements of the stock I invested. What


What I'm interested is the annual declared profit; its cconsistency ,year after years!

The most important is the factors govern its profitabilities! That make the difference between great investor n the average or more often below average!

Pls don't write anymore! It make look like i bullying you among my peers!

Andy..my pb hold since sept98 during crisis offormer dpm ..below rm1..today pb worth 8 figures in my pory

Loklok..in the globalization..there is border less! Most of the plantatipn giants in malaysia got gold mine in Indonesia! Understand?

You should like atuk....lam deau deau!

You should like warren..hold forever!!

If you don't hv these 3 leading sectors in your portfolio. ..hmmmmm

How to get rich in bursa???

Which sector in malaysia commanding leading position in the worldd??

Palm oil, latex glove n islamic financing!!!

You will be a winner if you move in with the right price!!

This is the best time to accumulate palm oil stock when the price lingering in lower range
Not sell! Let times be the judges!

Typical theory talk! Kikikikiki

Boh beh chow!!

Assuming 1200 meter running contest, I would be surprised if the leading position already in u contestable after complete the first 300 meter running
!!!

2) double digit growth in net earning since the last several years

3) bonus distribution in 2012 n will be again in 2015


4) expected 25% cagr in palm ffb annually for the next 5 years

Fact on tsh:

1) pm award winner for best returned on investment for 3 years category

I just sold 500 k units bj corp yesterday n today n take $$ converted into tsh. Let's track who will the winner 1 year from now; sept 30 2015.deciding day.

Bj corp vs tsh!

Bj corp would retest the suppprting rm0.50 n I doubt it can it can hold!

I didn't say bj corp is not good! What I said:

1) bj corp cannot equate with berkshire in malaysia as claimed bn misled by some irresponsible veterent but with the quality of write up no difference than n ewbies!

2) the historical record of the subsidiaries performance are much better than the holding company

3) there won't be any solid reason for revaluation in bjcorp as the recurring earning remain weak in 2015-2016. The potential for upside in share price would be limited!

Btw, i still hold substantial portion in bj corp n started reduce it recently.

Plantation gold mine...tsh

Ben Graham is the father of modern security. His most important contributions are:

1) concept in safety margin. Basically the risk in yr investment is lower when you pay discounted price compare to its intrinsic value. The opposite applies if you pay higher price. His weak assumption is ignore the movement in value or nta over the longer periods. He emphasis too much on pay at what price..whereas in reality the most important is value..value is partially governed by the price n earning growth. Ben advocate a portfolio of selective stocks as part of diversification for safety magin

Warren advocate concentration investment via his core competency in business as his safety margin




2) origin of contrarian approach via his metaphor mr moody market. The dicision in investment is not a matter of logic analysis alone but governed by the instability of human emotions. But with open n transparent trading system..the chance for gaining advantage via violatity has been reduce substantially

Pay price premium for business with earning growth ..year after year is munger way of investment.

None of us would know who is warren today if he strictly follow the framework laid down by ben alone.

Since there is a theory guy here...atuk also need to match his way..

1)Philip fisher :won*t invest without growth factor..as he said ..no long term earning growth, no talk. Let's verify bj corp record in the past 25 years...

2) munger : pay premium for sustainable growth entity. In today's open n transparent investment climate, you can't get value via peanut price as others trade ppl also equally good if not better than lay investor:

1)Knowing is one thing...practicing is another..

2) knowing the financial ratio is one thing...competent to run the business is another

3) berskire is one tentity....bj corp is another...kikikoki

If strictly go for theory ..also need to include Philip fisher..common stock for uncommon profit.

Warren would be in quarter portion without the growth philosophy of fisher n

Pay peanut get monkey thinking of his duputy charlie munger

Another theory guy...no wonder..kikiki

anyway....don't listen to my opinion only......the market performance speak louder than my word.........


afterall.........you are accountable to your own investment dicision.....not me....okay....

so....never compare berkshire with bj corp.....they are simply difference!!!

VT is pandai.......he built up the structure of businesses that i will follow if gen the same opportunity....he deserve those wealth!!! Bravo !!!

when the child need milk to survive b4 independent and can stand alone.......he will part under the umbrella of bj corp......

when the child can run and can fly......unlock value via seperation............the profit to mother get diluted.......market will readjust ........the cycle goes on and on !!!

kikikiki!

i need not to aks VT....he is my kampung uncle........knew him inside out!!!!!!!

bj corp b4 listed bj auto....the price was lingering between rm0.55-rm0.65.......

after listed bj auto at rm0.75......as a shareholder, you were entitle to buy bj auto 100 units at rm0.75....for 1000 units of bj corp you hold...

the outcome.....bj auto sky rocket........

the outcome ..bj corp......down....down ...down..


that's the difference ! The records hold valid since 1990s.....when VT unleashed the value from mother....kikikiki

perhaps....you were not old enough to comprehend the scenario in 1990s....let's bring back the simulation to 2011.....

if you hold bj corp in 2010 and hold until today....and compared to those who hold the child in bj corp, bj asset, bj food, bj toto.....

you do your homework first...then you can see the difference!!!

If you are not that inteligent....never mind.....do the simulation in 2013........bj auto........

the outcome is kikikikikiki!