From NanYang:
http://nanyang.com/node/487819?tid=460

i am looking for something cheap. So, I am comparing Tambun and L&G. Current, Tambun PE is 5.16. L&G PE is 6.88. Tambun can give 7 ~ 8% dividend this year. L&G can go up to rm0.80 in 2 years. i will buy these two stocks and hold for 2 years.

Based on my observation, LenYeng spent 5-7 minutes for Tambun Indah. It's about rm0.70 now. 2nd stock is L&G, it's about rm0.40 now.

if we have limited $, these two are considered best choice for me.

tonylim, wah .. you have earned almost 100% for multico. I think most important thing is you know why you bought it. It was not simply "tembak".

LenYeng has shared a strategy when you earn 100% which is sell the 50% of the stock and take the $ to invest other. The other 50% of the stock just let it run until not worth to invest and this 50% is free.

tony lim, those are non-properties good stocks according to him.

Tan Kian Wei, Many thanks.

1. Tambun - 5191
2. UOADev - 5200
3. HuaYang - 5062
4. Plenitude -
5. L&G - 3174
6. MKH - 6114
7. KEN - 7323
8. SPB - 1783
9. Sapind - 7811
10. Multico - 7004

Anyone has a result from 2000 to 2012 for YTL?

Where to get RM 80K?

But how to define 5-star stock?

i think buy his first book is enough ... the content of his 2nd book are majority repeat from 1st book ... but surely if you have $ ... you can buy two books ... each book around rm80 ...

Some sample chapters:
http://www.invest.net.my/forum/viewthread.php?tid=623&extra=page%3D1

you listen to him here ... but only 1st & 2nd can work ...
http://bblifediary.blogspot.com/2011/06/blog-post_13.html

you all are welcome!

Many thanks.

I realize that the calculation simply takes the last four qtr result.
It never consider re-calculation after stock exercise like split, bonus, etc.

But it is a good tool to do first step filtering.

Ya. Can't find "KLSE stock" in istore.

I think Cold Eye got invest in blue chip. You can find quite number of blue chip companies in his book such as YTL, Public Bank, Nestle, TM, TENAGA, etc.

However, I also used to read one article from cold eye. He hinted the values for top 30 largest / Blue Chip companies have already reflected in the current price.

I do believe so and these are growing companies and their stock price will be grown steadily. We can buy anytime.

But he said if you find a company that about become blue chip. Then your profit earnings will be more than blue chip companies.

Above is just my interpretation on his article. :)

I don't think MISC can make it in 2012...

Yes. Surely, good counter is better.

In fact, i am not really encourage people to borrow money for investment but appropriate borrowing is good for those people who knows what they are doing.

BTW, Fong SiLing has raised a situation that i think it is good to discuss as well.

Let's for example, EAH counter. Based on its past annual reports. In term of PE, EPS, revenue, profit, and bonus. All are increasing slowly. But somehow, the share price is dropping. It goes different direction as its company performance direction.

- what's wrong with the counter?
- what's the right price then?
- worth to invest if its price goes down 50% further?

Any thoughts? As i find it is a good opportunity for small investor.

Fong used to mention below two points:
- Most of the index stocks, their intrinsic value is almost reflected in their current share price already
- Earnings from these index stocks always have the limits

I found below story in recent Fong SiLing's book (page 128).

I try my best to put that in English.

Assuming a company has 100K and making profit about 20%.
No borrowing - the company can make 20K a year.

Borrow from Bank it pays 10% interest for that 100K.
With 200K business, the company can make 30K a year (40K profit - 10K interest)

I think we can take a risk to try this when there is a real good company.

Hope this helps our discussion.

Yes. Agreed. Even Fong SiLing also does not encourage people borrow money to buy share.

But he also encourage young people to take risk. I interpreted as when you have a stable income, a small investment amount and you are young. You could take small risks.

I did a comparison study as below.
Assuming i have 10K savings for investment.

case 1: Just take my above Maxis case, i borrow 10K for two years. Total interest that i need to pay is about rm 100 per year (rm 50 x 2 years). Easily can settle.

case 2: I use my 10K savings to invest Maxis. After two years, i should get dividend with RM 1600 (as 2000 shares x rm800 dividend x 2 years) - Maxis gave about rm 400 each year.

If we could combine case 1 & case 2, we gain RM 1500 dividend (Use RM 100 to pay interest) and stock appreciation.

Most KLCI companies are doing this practice.

If the stock price depreciate, the RM 1500 can cover few years interest pays. We could choose to cut lost or wait for the stock to appreciate or add more money.

In fact, we shouldn't worry about it as long as the company profit keeps increase. We should worry when the company making lost. I believe CEO of the company is more worrier than us.

In summary, it depends on how much risk we can take and whether we want to do "Big Business" or "Small Business" and there is a way to do it.

Hi, yes. RISK is the key and I always remind myself also. Then, the investment must be careful. I share my experience / opinion.
I borrowed 10K and bought Maxis @ rm 5.30. Interest rate was around 4.5 % pa. So, a year is about rm450. I keep two principles in mind:
1. If maxis price goes further down, will I buy more. If yes, it means I buy Maxis @ cheap price.
2. I didn't really pay rm450 bcoz Maxis gave rm400 dividend. So, I borrow 10K at rm50 a year.
3. For a small fish like me, we can't profit from dividend but only when the share price go higher.
4. Worst case is I continue to hold this blue chip with a backup fund of rm6000.
5. Blue chip goes bankrupt chance is less than 50%. It means my chance to gain from blue chip is more than 50%.
6. I can focus my job without worrying Maxis.

Above can only apply to really really good company. It's safe. The only thing is you must be patient. But chances to lose is very low.

What do you thing? :)

I found some of them don't really give DIV and bonus.

Fat Cat, you are right. Thanks. 10% of RM3000 should be RM 300.

BTW, what is index future contract?

The problem with me is my knowledge limits to something easy to understand and apply.

Appreciate if you can tell us how index future contract works. I learn something new then.

Based on the annual report. It is true.

My observation (but i may be wrong)
- malaysian not confident with china stock
- some one out there (big fish) to lower down the price

I have another point when making decision, if we think we can do better than Fong SiLing.

I think "investment" itself can not guarantee 100% making profit.

Another sharing from my friends.

Every month, he buy China Index via "CIMB FTSE CHINA 25" after salary is in his bank account.

He is accumulating this stock as much as possible without spending time to study all these.

China CI was 3000 point before crisis. Now is around 2450 points. Imaging when China CI restore to 3000 points or higher.

The only risk to him is China go bankrupt like Greece.

My friend start accumulating since CIMB launch this stock.

For A. Buy stock

I am agreed with Fat Cat, buying top 20 stocks in KLCI is safe , earn dividend, supported by EPF and large financial institution and they are growing companies as well.

My experience told me, buy top 20, not 21 to 30 as these companies may out from the KLCI.

Hi, let's make this discussion as open as possible. i think we don't mind whatever method as long as we all making money. :)

Let's address the small fish first. (Please note that below is my opinion and it is NOT a recommendation)
1. Every month i save 10% of your salary. E.g.: 30% of RM3000 = RM300
2. After 10 months, i have a month salary savings RM3000 (RM300 x 10 months)
3. Another 10 months, i have RM6000.
(No choice. That's my income)

With RM6000, i can choose from the following:
A. Buy stock
B. FD
C. Simply keep in bank
D. Invest by borrowing money (Use RM 6000 to pay the bank interest)

I was a bit aggressive, i took A. and D.

Hi Kian Wei, you haven't added 600K of EAH into his holding.

Hi Jacklew, i have been reading his book and articles for a year. So far, i didn't see any inconsistent statements from him.

Hi, in fact, try his method - http://www.nanyang.com/node/443704?tid=808.

I didn't use any software, i went to bursa malaysia website. I copied and pasted the price list for a day into microsoft excel file. Filter it by daily volume around 20 to 30K. After this, it cut down to around 100 companies.

For each company, i went to thestar.com and checked the company renevue, profit and EPS for the last 4 qtrs. This is good to practice. You will discover some of the company actually making profit from qtr to qtr.

Ignore those company that having negative profit or EPS. Sometime, you will realize certain "so call" good company is making lost. Then, you are alerted.

After above, you may cut down to 20 to 30 companies. Then, go back to bursa website. Check their annual report. See if they are making profit from the past 5 years.

Another cut from here. Lastly, you have to spend more time to understand the company lar ...

Practice, practice, happy practice ... we can learn together ...

this is his style ...
he is not simply talk only ...
he will buy these shares show that he is consistent with what he had written his book.

You can find his portfolio here
http://klse.i3investor.com/servlets/pfs/6736.jsp

Not 100% but close to it. You can his name in these company annual reports.

HI, here are the formulas and live examples.
1. http://www.nanyang.com/node/443704?tid=808
2. http://www.nanyang.com/node/451948?tid=808
3. http://www.nanyang.com/node/453545?tid=808

he has 600,000 shares in EAH.
his book is worth to invest. Just buy his 1st book enough.

I feed good today because i found Fong SiLing name in 2011 annual report.

It proves that i could find a good company by myself (using Fong's formula)

He used to mention IVORY in one of his articles last year (but not so obvious). It was around rm 1.00. He got 800k shares (you can see his name (Fong Siling) in the annual report 2010).

Recently, IVORY has gone down to around rm 0.50. I checked the recent published annual report 2011 for IVORY. He has increased to 4.5 mil from 800k shares and 2 mil warrants.

He is so confident on this stock and has invested additional at least 1 million from his pocket.

obviously, this is for long term. imaging when the price go back to rm 1. sometimes, we must be patient.

he also mentioned in his book, when you decide to buy a stock. make sure you are more than happy to buy more when the stock price goes down. feel like Jusco sell.

anyway, this is just my opinion.

anyone can explain this?

Hi, may i know where we can see the online current major shareholders for a listed company (other than annual report)?

Sorry. I overlooked the subject title. Here are the corrections:
In 2011 AR, page 116, Fong is the 18th largest shareholders with 4.58M shares.

page 118, Fong is the 7th largest warrantholders with
2M warrants.

Please kindly update your profile with 4.58M instead of 2M.

Based on IVORY 2011 AR page 118, Fong's shares have been increased from 800K in 2010 AR to 2M in 2011 AR. He has became the 7th largest IVORY shareholder. Thanks.

Hi, pay dividend at 25% means what? what is the formula to calculate?

In IVORY 2010 AR, you can see Fong Siling with 800,000 shares (~0.43%). Still waiting for 2011 AR, check if Fong still there with more shares.