If doesn’t run too much on 31 dec

Jaks will be in my list

supersaiyan the Falun Gong lectured me kow kow when I called buy Airasia at 160

It subsequently went to 400

Write such a Long article just to butter uncle Koon

Grow a backbone lah

With so many uncertainties and risks thus stock has become uninvestible

Nonsense article

The author is a confused mind

80 Sen soon

Very high volume

Window dressing ?

but I still wont buy stocks at 50 times PE

even Buffett doesn't do that

the longer I invest, the more I agree with what is mentioned in the article

at current level, neither stock is more superior than the other

both has its respective strength and weaknesses

I suggest buy both

please don't move up, I want to add to my 2020 stock pick competition

Next year difficult to make money

Most stocks had gone up

Can make 20% very good already

haha sorry I don’t give out number

But happy that you appreciate my articles

Want to scold me ? Call me at 019 338 4010 and we can sort it out like adults

I hope Philip Greta knows that he is one of the reason the forum is so toxic

Don’t believe me ? Just go through his comments to see how harsh and unforgiving he is towards others

I say young man you are heading in right direction, so don’t listen to others and give up

but stay vigilant , stick to fundamentals . Don’t speculate on rubbish stocks

Not guaranteeing that you will become Super rich, but if done properly, your whole life will not have shortage of cash to use

I know, because I have been through it.

No lah

Let him stay

It doesn’t interfere with his career etc

The young man is extremely fortunate as he has stumbled into the ladder

Let him climb

Many people never see the ladder the whole life

They remains in poverty even at retirement

When you are small, be agile and flexible

Don’t bother about buffett etc

They are not relevant at your current level

The RM48k now I bought 18k alliance bank at RM2.60

No diversification

But no ruthless speculation either

Play safe but be ambitious, don’t act like warren buffett

Small portfolio is not for buffett style

This year I invested RM20k for my niece . I bought 40k armada at 22 Sen , 100k Ewint wa at 11 Sen

Now the portfolio has become RM48k

When you are small, go for high return and keep it concentrated

It can grow very fast

Downside is RM20k. My niece can survive the loss if things turn sour

See my points ?

When you are dealing with huge portfolio invest like warren buffett

When you are young and small portfolio be more aggressive , because the losses is minimal if compared to your future lifelong income going to be earned

That is my rationale for advocating a more aggressive stance

The worst thing that can happen to him is to invest in Nestle

He is 17 yo with 10k capital for Christ sake

If don’t grow his capital, he might as well quit the game

don't listen to sslee (he picks Insas, why should you listen to him ?)

start punting whenever you are ready

17 yo sounds fine

don't worry about study, I have never heard people fail Uni because of punting. afterall, you are not supposed to stare at the stock screen whole day

but punt the right way. Stick to fundamentals

at your young age, don't be too conservative, aim for growth

Don’t listen to those that told you to warren buffett

Go punt big on good quality high beta stocks

Build your capital fast

Grow grow grow

Worst come to worst lose some money

I mean every word I said

Why kids nowadays mature so fast ?

Last time when I was 17 I know nothing much about making money

First job was waitering in Chinese restaurant after From 5 and earned RM1 per hour

After that I worked at KFC and earned RM1.80 per hour

Bought a Walkman after collecting first pay of few hundred Ringgit

Make money buy chicken Essence for daddy mummy

Don’t fengtow

Good boy

Bet big when the odds are overwhelmingly in your favour

(Charlie Munger)

So I BET BIG BIG

25% of my portfolio in ABMB

Year end RM3

you consider your intellect unmatched ?

5G doesn’t mean short range

There are two types : mm wave and sub 6 GHz

Sub 6 G Hz is Long range (mm wave is short range)

Malaysia is mostly sub 6 G Hz

Instead of being a pipe dream,5G has arrived

How now ?

========

Fast, Unlimited and Stable wireless internet at a great price.

The real risk to TIMECOM is that people may decide to only go with one internet connection and in this case wireless is better as it is more convenient.

The problem is that given the growth in usage of data, especially if Malaysians start streaming, wireless spectrums just can’t support that kind of usage unless 5G is used.

However, Malaysia have not even implemented 4.5G, and right now 5G is still a pipe dream even for the developed countries, where even the current standards of definitions of 5G is still under debate.

In addition, there is the technological aspect, 5G spectrums is generally very short range and requires a direct contact tower to tower with no obstructions from trees buildings etc. This would require an incredibly large amount of towers.

In addition, these towers still need to be connected to a fibre network. If 5G were to actually take off, it would require a much denser fibre optic network, and this, would be in more ways than one, very beneficial to TIME’s wholesale division.

Reading this article gave me impression that Choivo is a naive teenage girl going to lost her virginity to a sweet talking Uncle

Choivo is not bad

But too academic, just like professor Ricky Yeo

Can be a good writer, not a good investor

Excellent article

Got a bit of time year end

Digging out choivo articles to read one by one

Young punk got some useful concepts that I can learn

https://klse.i3investor.com/blogs/PilosopoCapital/2019-12-22-story-h1481887654-_CHOIVO_CAPITAL_Something_is_weird_in_the_State_of_Serba_Dinamik_Holdin.jsp

Dear Ricky Yeo, I am not against ROIC. But in my opinion, it is useful for identifying lousy companies that capex non stop for poor return. Choivo article above is a good case for ROIC analysis

IMHO, ROIC is not suitable for analysing whether a stock deserves 10 or 15 times PER etc

Merry Xmas and HNY to everybody

I don’t like it too

Lending to poor people and charge exceptionally high interest rate

This is exactly the kind of stock that you can’t lock it up for five years and throw away the keys

Not touching it even with a ten foot pole unless somebody can explain to me how they can be so good at collection and debt recovery

When something defies nature, it makes me uncomfortable

Hmmm interesting ...

But there are so many other cheaper stocks in Bursa ...

Maybe I will consider adding a bit to my portfolio if it falls to RM8 ...

This latest boom cycle will last for three to four years at least

Big wave

Excellent report

You are too young to know that YTL Power historically PE of more than 15

Very safe buy lah

Jordan IPP alone contributes RM200 mil net profit

The remaining add together if RM300 mil , net profit every year RM500 mil sap sap sui

Market cap now RM6 bil

Cheap

Window dressing starts

Push RM3 by year end

Trough already

Moving up

2020 RM1.00 possible

When the odds are Overwhelmingly in your favour, bet big

(Charlie Munger)