ini mesti kena tendang balik 70sen esok

I think insiders are selling ahead of release of quarter results

6 years on, this list has been time-tested. The power of value investing.

NAV per share as at 16 Jan 2019 was RM3.25

Ridiculous price.
Unreasonable for Bplant to be at RM0.90 when FGV is at RM0.895.
Bplant is so much better than FGV in fundamentals.

Why do we fall? So that we can learn to pick ourselves up.

Latest NAV: RM3.22 (as at 11 Jan 2019)

What a far cry from its glory days.
Used to be RM12 five years ago & a solid dividend stock too.
Since then, Amway has been on a continuous downtrend.
Until its profits suddenly surge, I think the downtrend might continue until below RM5.
The dividends might be tempting then.

Genting NEVER SAID they would be able to OPEN the theme park by 2019. They merely confirmed that they would continue to finish the theme park despite not having Fox themed-park.

CEO Tan Sri Lim Kok Thay said the theme park “remains very much part of our plans” and while the group had initially targeted to open the park in January, plans are “all in place”.

http://www.theedgemarkets.com/article/genting-theme-park-track-completion-early-2019-despite-multibillionringgit-lawsuit-%E2%80%93-report

http://myinvestingnotes.blogspot.com/2009/06/lessons-from-recent-severe-bear-market.html
6. Continue to invest a meaningful sum with Tan Teng Boo's managed funds, just as before.

I agree with all the points.
Just curious, is Point 6 still relevant 10 years on?

Counter arguments against Calvintan:
1. High PE, does not translate directly to 'grossly overvalued'.
2. Amanah Saham Bumi sell doesn't mean you following suit.

1.Premium PE for QL is mainly due to the market confidence in QL. One reason is QL's fantastic record of producing a profit EVERY QUARTER since 2009. Look at Nestle's sky high PE. Nestle is also a business which has proven track record of earnings, just like QL. Quantitative wise, QL might be overvalued but you get what you pay for. Rare to see a good company selling cheap.

2. WHY YOU MUST SELL - "BECAUSE AMANAH SAHAM BUMI HAS SOLD AND LEFT ALREADY"
This reasoning is crazy. Your buy-sell depends on this? QL made 2 consecutive increasing quarterly profits against FY2018 along with increasing revenues.
Shouldn't optimism set in & lead to a buy call instead of a sell?

P.S.- Watch out when you say "DID QL DIRECTORS LEARNT FROM THE CROOKS IN TABUNG HAJI?" You are imputing QL directors as dishonest people. This harms QL's reputation on a wide scale on a publicly-accessible platform like i3investor.

Traders come and go. True investors stay.

ray1980
Thanks for the explanation!

Why the sudden drop? What news caused it?

Buy for its cash and NTA, not on some 'privatisation news'.

Latest NAV: RM3.19 (as at 2 Jan 2019)

Calvintan's high dividend yield of DUTALAND is only true if share price remains the same. Highly unlikely.

Very unpopular opinion in Malaysia. But I like it.

Property investment takes up a huge chunk of capital from an individual,for a long period with little certainty that a future buyer will buy it from you when there are other similar units available.

Money is stagnant in one place and not liquid. The hassle of obtaining a property and disposing it is tedious and time-consuming.

Especially now, one cannot simply flip properties as there is new tax on property.

But of course, if one doesn't buy a property despite capable of owning one, he/she will be subjected to endless queries from family&friends.

If Calvin Tan can say Buy Buy Buy, I also can say "MPHB, Risky Stock To Play With!".

Objectively speaking, MPHB's 3 quarters in FY2018 generated less profit than the 1st quarter in FY2017. 1st quarter FY2018 made a FIRST LOSS in a quarter since 2013!

Has the fundamentals changed? I don't know. But I know the following.

Look at how PADINI & KESM got hammered down. Sharp decrease in profits -> Investors lost confidence -> Share price drops. Any profit less than 60M in coming quarter, MPHB will earn less profit than last year. Shareholders will lose confidence. Share price will drop <RM1.

Using MPHB'S technical stock chart, MPHB share price kept falling after 23 Aug 2018. Clearly investors are pessimistic on MPHB's prospects, in the near term at least.

Please DO NOT FOLLOW CALVINTAN BLINDLY.

3iii, don't bother the naysayers.
Different people have different opinions and methods of trading or investing. Some of us trust your advice.
You have done your best to advise us using the proper way.

Gtronic director is so active in trading its shares. Ask him come join i3 Stock Challenge.

leelazens

If people say yes, do you continue to hold Genting shares?
Will you regret if Genting drops to RM5.00 in 6 months time?
Or if price flies back to RM8.00 level at the end of the year, will you be thankful you didn't sell now?

I'm not an expert trader. But I know ultimately the decision is one of this.
1. Cut loss now. If you can confidently buy a sure-win stock which can cover your loss.
2. Hold. So that later you can sell at breakeven (sell same price as your buying price) or maybe a profit.
3. Sell. You desperately need money now.

The newest legendary investor of i3investor.com - Mr. Philip aka Long Number Guy.

The comments section has also been dormant

Very few financial, property, REITS, construction & plantation stocks.
Let's see how the notable absentees from the sifus' list fare:
DLADY, PBBANK, LPI, KMLOONG, AMWAY & PCHEM.

I think people tend to overlook no.13. We should avoid the herd mentality unless we desperately need cash.

10154899906070843,
Thanks for the detailed reply. I'd say your investment approach mirrors that of Buffett. You buy and accumulate stocks of great businesses and hold for the long term. I believe some readers would quietly buy some QL shares after seeing the in-depth discussion here.

mani_cum
Based on my limited understanding, people arent buying INSAS bcause of its decreasing profits in recent quarters. Its low ROE isn't helping either.

SCIENTX the next bluechip to fall?

I suppose it was annus horribillis for FGV, GENM, PADINI & KESM?

True that prices are high. I just prefer a safer route, i.e. guaranteed rental rather than REITs undergoing transformation like CMMT.

Of course, the lower the price paid, the better the chances of capital appreciation and reduced risks of loss.

Just my personal preference that I'd choose certainty over uncertainty.

I believe Magni is a diamond in the rough. It will shine brightly when people realise the importance of constant dividends.

Wise words frm experienced 10154899906070843. One question. Would you sell when a good comapny share is very overvalued or continue topping up?

Dwindling rental, lower dividend/distribution. I'd rather stick to PAVREIT or IGBREIT.

I'm curious. What is so attractive about INARI? Potential growth in profits? Bottom-fishing at bargain now?

Parkson was once fund managers' favourite share. How pityful times have changed. https://www.thestar.com.my/business/business-news/2008/05/20/fund-managers-turn-defensive/

good to see rebound from Dutch Lady. After all, it ain't over until the fat lady sings...

Dividend maintained the same as last year. Kinda disappointing actually, considering the huge leap in profits over 2017.

based on my gut feeling, this share is oversold. It's still a solid share because it never made a loss for the past 5 years. I don't think it deserves the same poor price tag as FGV. VS has low PE too.

Is it WONG to invest in this share??

technically isn't this a better buy than Genting Bhd?

sure some people would believe it and buy some now

how has the CPO price rebounded in the past? how long did it take? what factors affect production of oil palm?

good sharing of Dr. Neoh's dividend investment approach. Burning question today is: Can this approach be used from today onwards,now that Wall Street has caught a cold?

Annualised result PE 25. still can fall further.

this used to be a decent share

super smackdown

The worse is already here right? Is it time to buy now? Next quarter can't be any worse, despite palm oil's fall in price?

No profit no dividend. Makes sense what...

jasontan1177 is correct. What da heck is management doing if the company can't even profit RM1 in a year? Incapable management should be replaced. Parkson has no hope unless others initiate takeover of company to transform it.