河流走曲路，那么你的鸡鸡变曲了也会很性福

no admin, pls dun censor this fella, i like his writing so much

who says analyst must be strict n serious all day long

Yeah baby, I like you, lmao, u r the LMF of bursa

KW，我跟上你的船了，买入价为rm2.8。我感到纳闷，小股东期盼的不是更高的私有化价钱吗,照理来说，股价应该会暴涨，因为会出现高于rm3.9的收购价，结果股价不起反跌。是不是小股东不耐磨，不能再等了，所以放票？

Anyway，买屋子可以等三年，买股票做么不能，我等。

不要以为不梳理头发，穿衣服随随便便，人家就会以为你是深藏不露的高人，然后就崇拜你啦

好像恐了两年都还没有恐到，没关系，陈伯伯，你再恐多十年，总有一年会被你恐中。啊，忘记你不会看中文。

ya, i beleive OTB is very geng according to his track record, i will buy his ideas

很懂都讲林梧桐厉害，是商业奇才，如果给我拿到一张垄断型的赌牌，相信我也可以跟他一样厉害。一旦云顶冲出海外，要跟云云赌场竞争，也只不过是条废柴

可惜报纸专栏的篇幅有限，不然冷眼可以作出更详尽的解析，欢迎冷眼来i3投稿

当时候johotin六月的业绩出炉，炼奶业务因细菌感染问题而必须做出大量的赔偿给顾客，因而盈利转盈为亏，在下个季度可能会做出更多的赔偿，再加上西非因伊波拉病毒肆虐可能使出口西非炼奶业务受到打击，所以冷眼当机立断，沽清了所有johotin的股份。

这就是为什么我们要贴身跟进公司进展。

非常好的一篇实际操作之谈，让我们真正的感受到股神的内心世界，受惠了

bcoz the market is so stupid (inefficient), therefore we can make money from it (we make it efficient)

Ireka has been making losses for the recent years, but the losses hv been narrowed down for the recent quarters, it could be a turnaround opportunity.

Icon bro, what do u think a bout Ireka, seems like there is something worth in its associate Aseana.

经过了5年的养育，这只小公牛已由“童牛”长成“成年牛”，没有人知道何时会变成“老牛”。

还没有到老牛，就是说现在还可以玩下去

I hv doubt on the paragragh of "dun buy low volume stock"

Do we need to consider our fund size?

If Im a little small fish n only wn to put a few k in a low volume stocks, would i be stucked in the stock?

ttb中shoot liao

等你等到我心痛。。。

神啊，你终于回来了，让我亲吻您的皮鞋

din u see that the FCF of Engtex for the past 5 yrs is so freaking poor, the cash flow n div payout has been financed by debt all the time

无涯兄，其实我也大概得出跟你同样的结论，目标价在块八以上。
好像之前在五角买入的同志，守到公司变卖钢铁业务，股价瞬间蹿升到一块以上，回酬也就瞬间开了一个番。

问题是买这种graham, walter schloss style的公司需要无比的耐心，必须守2-3年才能等到花朵绽放的一天。

虽然facb的盈利很难看，但其值钱之处是资产，而且有满满的净现金，只要公司不再继续“烧钱”就on了。

我一直都在“候”着facb，不过我就实在没有买入的勇气，心里很不踏实的感觉，怕我看漏了什么地方。

所以我等你来给我勇气，可以打016-607110联络我，欢迎来交流。

a very good reflection.
跌，不敢加码，就是乾弟

这10月也是我今年开始投资以来所面对的第一个调整，我趁机加码了不少好股，如tambun, ptraras, magni, mfcb等

我通常不会头一次就买完，留一半，假设跌5%再进另一半，一方便是要拉低平均价，其次就是要考验自己对自己买的股票的功课有没有做足。

可能觉得华人ceo比较靠谱，不然为什么黑莓请一个华人来打救自己的公司。（有点种族主义，哈哈）

话说回来，忆起这个老外当初信心满满要把tuneins打造成区域性的航保老大，不到五年就另谋高就，实在是有点讽刺。

ya, disappoint > expectation, the greater the expectation, the greater the disappointment.

I din grab the frog, i decided to 观望 1st,

Im afraid they will "diworsified" the biz with the dunno wat-wat theme park.

Great, wish to chat with u occasionally if i hv doubt, this is my email: lawrencetaneo@gmail.com

the avg turnover portfolio of W. Schloss is 4 years. That's mean u need to keep the share for at least 4 yrs to see the sunrise.

juz like cold eye mentioned:"if u plant oil palm can wait for 7 yrs, buy house can wait for 3 yrs, so y not wait at least 3 yrs for ur shares?"

that's y tomolo need to 霸位, see got chan屎 or not.

u dunno meh, u so kawan with him n u also added his link, PKRcorp is part of his net-net portfolio. Btw, it has proven Walter Schloss strategy does work in Bursa.

Dun forget we r also part of the Mr. market

it NTA is about RM5, means that if everything is liquidised, shareholder will at least get back rm5 per share, n dun 4get it lands r booked in 10 years old n nvr revalued till now, no wonder some minors said PKR is worth rm12.

let say in 10 yrs time, lands only appreciate 20%, ur guessing price of rm6 is quite justisfied.

I think NTA per share shall be the reference price for the deal to get a win-win situation

yes, it is rush hour before 9am, from rm3.6 to rm3.9,at least i can earn a 8% difference.
Since it was rejected, the new offer price will only higher than rm3.9, impossible lower.

worst scenario, big shareholders dun wan to privatized liao, than i juz put it in the fridge as a long term invesment lo.

If they wanna privatize, that's mean there is big value underlying.

draw cartoon no nid to draw out the intestines.

As Kc Chong saud: Heads I win, Tail i nvr lose (edited).

such a big fat frog jumps on the street, i will quee up on Mon to grab the frog

wa, such a big fat frog jumps on the street

Hello Icon bro, long time din c u update on Gadang. If ur source is right, then it will be a merit for Gadang, since take up rate >50% already can breakeven, furthermore Gadang juz offer the land without involved in the developement.

Btw, did u add bet on Gadang recently when it hit rm1.30?

Cold eye dumped this stock d...

hopefully we can open a thread on i3 titled "suit CFA analyst reports challenge" and c who can "suit" all these 读屎片 de cfa the best.

不可能，包装咖啡市场已经形成了Oligopoly，谁也抢不了谁的市场份额。Kopiko已经是late comer，要在包装咖啡市场上分一杯羹，那得花很多钱在市场行销上。本人最喜欢喝Check Hup的少糖冰糖白咖啡，一包要RM15，也算是可以卖premium价的牌子，那些较便宜的我都喝不下口。

oya, this weekend we can go KLCC 踩场

he is juz another fella who is trying to speculate the market, no matter bear or bull, speculation is speculation. PPl who speculate the market must be thinking they r better W.Buffet who does not speculate the market at all.

看得出笔者的肺腑之言。我很同情你，但也只能怪你是父母嘿咻的副产品

酱少料？
麻烦你更新一下美女最新的代工客户，所使用的原料，为什么最近棉花期货大跌三成，美女竟然没有受惠？

你答到我，我就跟你买美女

你亚星，如果你check itrade，官老头一早就放完星泉了，还讲没有放！

according to CIMB Itrade latest portfolio of KYY, not only Jtiasa, he sold off all the plantation stocks like TH plant, Kulim, Rimbunan, now only left with Mudajaya with 9.6m shares.

I think now its the time for KYY to explain to the public y he sold off all the plantation stocks which he used to promise great return.

官有缘欠我们一个交代，凸

unfortunately, short-selling is prohibited in Bursa. If not, I will short these lemons as recommended by KC

gong hei, gong hei, some more got special div

KC, i wonder how is your feeling of itchiness when seeing the price rally?

Bcoz u hv been reading lots of value investing books, n u always quote great value investors in ur article. It's quite ironic,好像有点自打嘴巴

"These stocks were sold because of their steep rise in a short period although they may not have reached their intrinsic values yet."

This seems like what Koon Yew Yin said: "whatever go up too fast will come down eventually", Therefore profit must be realized quickly and buy it back at a cheaper price.

ECB in recent day cut interest rate into historical low of -0.2%, means that when u deposit money into bank, u not only cannot get interest, moreover u nid to pay interest of 0.2% for bank to keep ur money.

This time EU got to invest a lot of money into infracture in order spurr the economy, and they r definitely need a lot of nuts and bolts.

what happen to year 2008 where Joel's fund shrink into Minion and underperform S&P a lot?

u r the real man among all the bloggers who really walk the talk and proven with successful track record.

Jibai Koon Yew Yin said 95% of US funds can not beat the S&P 500, and so does local funds cannot beat ftse Bursa. Really bushit. Thx for ur research so that we know the truth

there r around 800 plus counters in Bursa, dun abandon the whole forest just for the sake of one old tree.