Posted by mike90 > Dec 29, 2016 11:55 PM | Report Abuse
Do u really hold that long for above portfolio or just for case study?


Good question above and good answer from below

Posted by Happy 2017 ...Heng Tai > Dec 30, 2016 12:18 AM | Report Abuse
hold la.. growth and money making company why sell? unless u can find better one..

This is what our super investor Coldeye said,

为什么不能等三年？
股票投资，是许许多多投资管道之一，为什么投资者不能接受以上的两项事实。做事业，你可
以等三、五年，股票投资为什么不能等三、五年？

I can safely say you must forget about the rubbish "pivotal moment concept".

Raider, seriously start one now so that we have companions, instead of those mambo jumbo dynamic investing lah, pivotal moment concept lah etc. Those make people one head full of dew water.

stockraider,

You have shared many good points about investing. Excellent.

May I suggest you set up a blog within i3investor, rather than comments, and continue sharing,again and again, about these good stuff for newbies and young investors. They need this to survive in the jungle of Bursa.

To me, these stuff are evergreen, like those evergreen songs, to be played again and again, for the good of the investing community.

Posted by Pierre-Simon Laplace > Dec 29, 2016 12:03 PM | Report Abuse
Hey Kc Kor,
why U never pay respect to Lapalce sir yet you use Probability???????
under ur conclusion segment.... should respect Pierre sir at least.....

Yeah man. I learned this when I did Econometric in my research when I did my Master in Finance, the continuous Laplace probability distribution.It is from you, Pierre-Simon Laplace. Sorry, I forgot about it. But I also given all this back to my lecturer already.

Instead, I was using the simple expectation theory.

Let's don't talk about this any more. Otherwise people say we are playing with jargon again.

Posted by Amdi Hamzah > Dec 27, 2016 05:09 PM | Report Abuse
Merry Xmas KC!!! thanks for your generosity of sharing your knowledge through your articles, it is really benefited me as a TA person that also love to learn about FA.


Terima kasih banyak banyak. You have great future.

Posted by malaysiaku > Dec 27, 2016 12:37 AM | Report Abuse
kcchong, keep it up....teruskan usaha kamu..your articles help a lot...terima kasih, bro....

Terima kasih malaysiaku. Kamu selalu meberi saya semangat yang diperlui untuk berterus manulis.

3iii,

Thank you very much for summarizing what I was trying to convey in a long winded article. Very good summary, including that part of "business sense".

Merry Christmas and Happy New year.

Posted by supersaiyan3 > Dec 26, 2016 12:45 AM | Report Abuse
Wow, you almost cover everything! Great work!
You don't have to be sorry for doing the right thing, i know why you write those passages, just to tell what is right/wrong.
The stock market is a complex adaptive system, everything changes with information flows and the acts of participants influence each other simultaneously too. Your hard work brings more logic and positive energy to the system.


Thank you very much for your comment. You know as a writer in this kind of forum, I always ponder whether it is worthwhile to spend time here here. But each time I read a comment like yours, it keeps me going again.

Thanks again.

Posted by R3D3 > Dec 26, 2016 12:08 AM | Report Abuse
Chong: i3 is but a mere reflection of the market and the market being a complex voting machine, just consists of far too many complex personality. Which is why you cannot and should not expect others to follow and agree with your investment principals. In fact, there are those who will strongly disagree with you. As you know, you have strong conviction in your believes in stock investment principals, which is good but then, because of your sttong believes, some might find you arrogant and they would certainly be offended with what you write. It's just life. You cannot change this.


You are right that the market is a complex voting machine. I am just trying to tell my story that maybe it is good to treat it as a weighing machine eventually. Strange that people can get offended.

No, I never expect people to agree with me. That is not my problem.

Thanks for your comments.

Posted by einvest88 > Dec 25, 2016 11:43 PM | Report Abuse
It is always gd to put up a lot of articles using whatever basis u like...To me most the this book theory and approach just to create more jobs for ppl otherwise many will be jobless and economy will not grow if all choose to make money from stock market. However, to make big money the simplest approach always the best. If anyone had read what KYY put down how he made big in Supermax and the HK real estate company, obviously u can c he dare to hoot big during crisis. So, what it counts here is "Volume" and "Timing". Basically u just have to be patience wait for right timing to come...When it comes...must have confidence to load up even with margin...If u r mentally not prepare, no matter how well u master FA or TA, u r not going to be super investor.


Good luck to you. anyway, thanks for your comment.

Posted by Muhammad Faris Idrus > Dec 27, 2016 12:54 PM | Report Abuse
Thanks KC.I'm a UT agent myself since 2011 and qualified myself as CFP graduate (didn't register for the license though). Found your article since now i'm having tough time 'answering' my clients fund performances especially those who got into the market since the last OnG crash.
I'm a guy who 'feels shxtty' when i could go for the free incentive trip provided by the company due to my 'sales achievement' while the ones who entrust their money with me are losing their retirement savings.
3 years, either stay, DCA or even switchings, still hasn't break even..that's very frustrating for me. I might do it less effectively, well.. 5 years technical and sales experience still having tough times, couldn't imagine those newbies agents, sorry for them and their clients.


Muhammad Faris Idrus,

You are a responsible Unit trust agent as I can see. Help your folks in investing in unit trust if they want to invest in equity, with the lowest cost possible, for long-term, but of course, You must be rewarded somehow.

Nothing wrong for losing money for your clients the last three years as the broad market actually has gone down. It is extremely hard for a unit trust to beat the broad market as I have explained in this article.

Posted by ccmeow > Dec 26, 2016 03:20 AM | Report Abuse
Thanks kc for your great effort in the compilation of articles related to investment.I came across your blog a month ago,and was very impressed by your articles. I will take my time, slowly, to read through all the articles you have posted in i3 and also your own blog.I wish you a very happy and prosperous , Christmas and 2017 New Year.From:Ir. Chong Chin Meow 26/12/2016 03.19am.


Hi Chin Meow,

What a small world and the power of social media. You are two years my senior in MU Engineering. If I am not mistaken, a senior in Drainage and Irrigation Department too.

Great to hear from you, and merry Christmas.

Sslee,

You are a great man. Okay, I will try to avoid any of his topic. But it is hard, as we have totally different views on investing, and hence it is easy to get "crash" again if people are sensitive about it.

Merry Christmas to you.

Posted by Lincoln Lincoln > Dec 25, 2016 05:45 PM | Report Abuse
KCChong, u dont go provoke KYY unnecessary. He has apologized initially to settle the score but you kept opening the old wounds. Are you nuts ? Your internet life evolve around KYY ??? Lol.... walk yr own road.

ok, ok, I will try to avoid touching any topic mentioned by him.

Posted by coolio > Dec 21, 2016 10:05 PM | Report Abuse
Hi KC, the old man don't bring any benefits to you, just cut him down, you have nothing to lose, just avoid and ignore this kind of person, no sincerity as human being. He should get a life instead of showing off his money.


Coolio,
Without him trying to "break my rice bowl" by raising the accusation that he sacked me because I sold of his non-existing Latitude and Lii Hen, and my response to him in "Dear Mr. Koon" below,

http://klse.i3investor.com/blogs/kcchongnz/110836.jsp

I will never able to clarify the real situation, when many accusations were thrown, not here alone, also in seminars some months ago as I was told.

So thank you, but it does help me somewhat to clarify things.

But more important, if everyone new in the market is brainwashed with this only "golden rule", which may be useful, but it is nothing "golden" at all as I have shown in my own stocks. Worse still, I can see newbies, those who do not have firm foundation in investing, are being misled and chase this way-too-simplistic "golden rule", and have lost a lot of money, with some real examples of some stocks. I can actually show many more examples, real examples.

So, I am sharing my knowledge, and giving the public alternative views. After all, all I talk about is investing knowledge and experience. It is nothing about personal.

I believe this is very important to create a better environment in investing, rather tha speculating. That is also one of my objectives n blogging.

Posted by rogers123 > Dec 19, 2016 01:25 AM | Report Abuse
kcchongnz: Try to use earning surprise...... Comparison of earning from year to year is too simple

To use "earnings surprise" you must have earnings projection in the future. A number of people ridiculed me for not being to do so, which is right, I can't predict the future. I doubt many people can do that too.

In overseas like US, there are many analysts following a particular stocks. It is their duty to make earnings estimates, as they have all the information of the future, and investors generally follow these earnings estimates from analysts. But not in Malaysia, especially for those smaller stocks, like all those stocks in my article.

But let me tell you one thing. 80% of them cannot predict the earnings any where near to the actual. In fact, quite a substantial number of them even got the direction of earnings wrong!

Don't get me wrong. Some of them can do a good job, but there are very very few, and far and between, especially for people who don't even know how to read financial statements, nor interested in reading annual reports, industry reports etc.

Posted by mike90 > Dec 18, 2016 06:16 PM | Report Abuse
KC so daring hentam KYY again.
C what KYY firing back later.


You were right on the spot. There was salvo again in someone's latest article on Fund manager, and my name was mentioned again.

But mike, please read my above article a few more times and tell me did I "hentam" anybody in the article, or rather sharing a certain investing method that did not work for me, with all the data and records?

Is it an article of discussing a topic, or an article talk about personality?

Does an investing topic belongs to somebody?

Posted by mamatede > Dec 19, 2016 05:14 PM | Report Abuse
No offence to anybody, but if an investor during general meeting teach the management to spread out their payment so on to smoothed their quarterly profits this shows you that this person is very cunning. Last time i like to read that investor article, but after the recent Gadang bloodshed just make me think twice and don bother to click on the investor link anymore for his so called article and make money strategies.


This is called "pivoting moment concept", "dynamic investing" etc!

Posted by stockraider > Dec 19, 2016 12:34 PM | Report Abuse
Don forget KYY did not give a single sen to KC Chong for his service in which KC save him millions..some more dare to say KC being sacked, which is true loh......!!
This type of people u trust meh ?

Not only that, my rice bowls, which I am alleged to use to "beg" around, have been thrown and "broken" one by one, non-stop, and the action has not stopped yet, just because I am sharing some of my knowledge and experience which is contrary to some "Golden rule".

Raider, despite our differences in some investment topics and methods, including Hevea and margin financing, you are a very fair and knowledgeable man. Good to discuss things and learn from you.

datuk,

You are indeed a wise man, spreading the right way of investing. Otherwise you can't be called "datuk".

Good job.

Posted by BoPoint > Dec 19, 2016 09:26 AM | Report Abuse
When maturity does not catch up with age, we tend to see that people do see other ways as correct but his/her own ways. Worse still, one starts to denigrate others. I hope he will his lesson like KYY as everyone respects him in the early days but soon turned into public enemy due to his attack on others. Why deny others based on your weakness? Just because you're weak at business sense and inability to predict the future of a company doesn't mean you should attack others like this. You call it 'vague"? Losing respect to someone is rather a disappointing act. Please don't end up like KYY as you two have failed to grasp the language of social media. Grow up!


Please read carefully my article, is it about sharing my view, opposite view though, that the "Golden rule" doesn't work for me, with all the reasons and the data as shown.

Isn't what learning, or good education is all about, especially in finance and investment, a very subjective matter?

Did I carry out any personal attack, like what he has been doing all this while, in his articles, seminars he gave etc?

Did I carry out any personal attack, like your comment here?

Grow up man.

Posted by stockmanmy > Dec 18, 2016 10:16 PM | Report Abuse
KC
I am a CPA, the articled clerk type. Had always been self taught.
Stock market the same.....people should and can train themselves .....a CFA like that KYY nephew also no use with all the theoretical knowledge.



I also know about qualified civil engineer who doesn't know how to design a beam.

Likewise, a qualified accountant who doesn't know what is enterprise value.

Posted by stockmanmy > Dec 18, 2016 10:10 PM | Report Abuse
I wrote this sentence everyday
That money is necessary condition for happiness but gratitude is a necessary and sufficient condition for happiness..
I would not call what KYY do as share manipulation. I think there are legal definitions for share manipulation which is not what KYY do.
KC.....the moment you wrote this thread and post it, you have anticipate any thing that comes after that. That is how it goes.
Whatever I write I always anticipate any thing comes next......but never expected people say I am a fake accountant.


So, my new question now,

I sold of all his shares in Mudajaya, Xingguan and Jayatiasa and saved him millions.

Should he "break my rice bowl", or should he show gratitude? as you have said,

"gratitude is a necessary and sufficient condition for happiness."

atockmanmy,

You are not answering my question


Is a happy life about how much money you have,or how happy you are with or without money?

Is it better to earn honest money by teaching some good investment knowledge to new investors so that they can avoid all the pitfalls in investing, better than becoming filthy rich by share manipulation?

Is it better to share investment knowledge like what this article is about, or to carry on personal attack, or trying "to break someone's rice bowl"?

Don't forget that that someone had saved millions selling off his JayaTiasa, Mudajaya and XingGuan, and not a sen was paid t him after three month's work.

I thought he had apologize to me for "saying all the bad things about me", which were not true?

Stockmanmy, is this type of behaviour your guiding principle in life?

Posted by stockmanmy > Dec 18, 2016 09:41 PM | Report Abuse
While yf and KC debating about moats, KYY already made million with pivotal moments and cut loss.
That is why I am interested in the human being.


So that millions made from who?

Posted by stockmanmy > Dec 18, 2016 07:38 PM | Report Abuse
I guess this thread needs this response.
http://klse.i3investor.com/blogs/koonyewyinblog/111962.jsp
winner buys me lunch.


In the appended link above by someone, it discussed about the poor performance of fund manager. Why was that the last paragraph talks about this abruptly?

"I must say there are a few who write like a professor of finance and often post their articles on i3investor to attract students. Before you pay, you must ask them to show their track record. How much money they have made in their life time from share investment?" Koon Yew Yin

Is a happy life about how much money you have,or how happy you are with or without money?

Is it better to earn honest money by teaching some good investment knowledge to new investors so that they can avoid all the pitfalls in investing, better than becoming filthy rich by share manipulation?

Is it better to share investment knowledge like what this article is about, or to carry on personal attack, or trying "to break someone's rice bowl"?

Don't forget that that someone had saved millions selling off his JayaTiasa, Mudajaya and XingGuan, and not a sen was paid t him after three month's work.

I thought he had apologize to me for "saying all the bad things about me", which were not true?

Stockmanmy, is this type of behaviour your guiding principle in life?

God bless you.

Posted by stockmanmy > Dec 18, 2016 07:38 PM | Report Abuse
I guess this thread needs this response.

http://klse.i3investor.com/blogs/koonyewyinblog/111962.jsp


Good one. I also need your response here which I hope you can provide, otherwise on request, I can do that for you.



Posted by kcchongnz > Dec 18, 2016 06:46 PM | Report Abuse X

Posted by stockmanmy > Dec 18, 2016 05:38 PM | Report Abuse
kc
after X number of years, how is your track record / wealth compared to KYY.?

I started with published portfolios about four years ago and I think four years is a long enough track record to compare. So far there are three official portfolios with about 10 stocks each up to end of last year. The stocks in the portfolio came with detail analysis and comprehensive reports. You may look at each of them and summarise my return of each portfolio, or you can easily find my analysis of the performance of those portfolios in i3investor. Your choice.

Now, please collect the track records of your idol since four years ago as posted in i3investor, and other places, and start comparing my track record and his track record. Look at when he published those stocks, the price then, and the price now. You have to do them one by one, unfortunately, as there is no summarized portfolio.

Please, don't just shoot here and there. Show numbers, figures, returns etc. Look at those track records and tell the whole world here, which track record is better.

Don't just talk cock like what you doing all the time.

Posted by stockmanmy > Dec 18, 2016 05:38 PM | Report Abuse
kc
after X number of years, how is your track record / wealth compared to KYY.?

I started with published portfolios about four years ago and I think four years is a long enough track record to compare. So far there are three official portfolios with about 10 stocks each up to end of last year. The stocks in the portfolio came with detail analysis and comprehensive reports. You may look at each of them and summarise my return of each portfolio, or you can easily find my analysis of the performance of those portfolios in i3investor. Your choice.

Now, please collect the track records of your idol since four years ago as posted in i3investor, and other places, and start comparing my track record and his track record. Look at when he published those stocks, the price then, and the price now. You have to do them one by one, unfortunately, as there is no summarized portfolio.

Please, don't just shoot here and there. Show numbers, figures, returns etc. Look at those track records and tell the whole world here, which track record is better.

Don't just talk cock like what you doing all the time.

kcchongnz Posted by stockmanmy > Dec 18, 2016 05:38 PM | Report Abuse
kc
after X number of years, how is your track record / wealth compared to KYY.?


How is KYY's wealth compared to Seth Klarmen, Joel Greenblatt, Charles Munger,Mohnish Pabrai,Warren Buffet, etc?

Htf is your wealth compared to Coldeye who uses value investing, and your use of wtf "pivotal moment concept" and wtf "dynamic investing" etc.?

Why do you think KKY asked me to invest for him, and later for his wife 2 years ago?

Is that the right way of comparing to show who is a better investor?


I have never seen one who stoops so low to PLP like you in my life!

Posted by newbie_Investor > Dec 18, 2016 09:45 AM | Report Abuse
@KC
Magni vs prlexus, which one do you prefer and why? Thanks!

Sorry, can't answer you as do not follow Prolexus. I don't simply pluck things from the sky. It takes a lot of time to study and compare.

May be you can show me some numbers then I can give you a rough opinion.

Posted by Icon8888 > Dec 18, 2016 09:22 AM | Report Abuse
KC, soojinhou, CharlesT and many others, you all are my friends.... but sorry guys, Golden Rule works... This is based on real life experience, not theory.
In the article, KC seemed to based his observation on y-o-y EPS changes. The Golden Rule works for Q-o-Q
If a stock's current quarter EPS is higher than previous Q, its price will move up, most of the time (I would say more than 90% chance).
But you guys don't have to agree with me. Use whatever method that suits you.
Anyway, as per my earlier article, my observation of KC is that deep in his heart, he is also an earning guy, despite what he said about cash-flow, EV, etc. In that respect, there is really not much difference between KC and I.
Ha ha sorry KC, I shove thing down your throat.


icon, this was what I said,

"I am sharing with you my personal experience in investing with published records (always) in i3investor showing that the so-called “Golden Rule” doesn’t (accidently) work for me."

Yes, I believe it works for you. I have read your evidence before.

If you read what I wrote in this article itself, I am talking about Q to Q results too from my own personal experience, that it doesn't "accidentally' worked for me. In fact, it doesn't work for most of the stocks I described in this article.

Yours experience is different, because you actually invest based on the "Golden rule".

But if it works for you but not work for me, one cannot say this is a proven workable strategy, can we, like the case I use for playing one-armed-bandit in Genting highland in his article?

Posted by bracoli > Dec 14, 2016 07:59 PM | Report Abuse
Kc it has been long since ecs. When Will u write a new stock analysis for learning purposes


I have done that a lot in the last 4 years, haven't I?

The problem is when you give fish to others, they don't know how to cook, although the fish given generally were good, but they mess it up themselves.

So now what I do is if someone want a fish, he must learn how to cook well from me, then only it taste good. That is what I am doing now, teach FA and give stock pick analysis for learners to be able to think and analyze, and choose stocks themselves.

What do you think of this,

Posted by coolinvestor > Dec 14, 2016 01:15 PM | Report Abuse
moneysifu....the old saying works too
teach a man how to fish is better than just giving him fish
those who expects to keep getting fish will always lose out in the long run...even they do not know it themselves...sigh

KLCI King KC, do you know how old is tksw? do you see a big "IF"

Posted by tksw > Dec 14, 2016 09:17 AM | Report Abuse
KLCI King, if I were to choose a sifu for my son, one of them will be KCChong sifu. by the way, you got any published articles or not? Let me read read, see can be a real sifu or not?

Posted by kcchongnz > Dec 14, 2016 11:56 AM | Report Abuse
Don't you find tksw's comments here very logical and full of common sense?
14/12/2016 12:02


tksw read my my articles. He likes what I have been propagating in i3investors, and wish his son (future son?)to learn investing from me. I don't know who tksw is, how old is he, but taking the comment at face value, I find it logical and full of common sense.

More so if he is a young man, much better in common sense than some older ones.

Posted by KLCI King > Dec 14, 2016 12:11 PM | Report Abuse
KC, I rather advise those newbies to spent money to learn the basic of FA instead of spent money joining groups & waiting for news.


It doesn't matter where one learns FA. He can also learn through internet if he is able to,totally free. Yeah, no need to spend money and wait for news.

Oh yeah, I don't spread news and rumours.

Posted by 3iii > Dec 14, 2016 11:44 AM | Report Abuse
SYNOPSIS OF THIS LONG ARTICLE
COMMENT: Very sound advice.


Thank you 3iii, you make my day and provide me with the urge to continue writing and educating the general public in this jungle of investing.

Same for the below comment, thanks KLCI King

Posted by KLCI King > Dec 14, 2016 11:55 AM | Report Abuse
To be fair to you, Mr KC, the following will be my comments for newbies:
I do think that many newbies who have NO or LITTLE knowledge about accounting & financial reporting, it is advisable to learn FA.
Business owners will only want to know how much cash in hand & how much cash can be generated later. None of them will look at stock price charts to make business decision.
Think investment as business, not instrument to make quick cash.

Posted by KLCI King > Dec 14, 2016 11:44 AM | Report Abuse
For tksw, he knows only "TRADING" in Gadang, nothing else, what else he knows about value investment? Everyday ding dong at Gadang only. And yet KC you refer his comment.


Don't you find tksw's comments here very logical and full of common sense?

It is not because his comments agree with me. It is just a coincidence.

And look at your comments, and that so stupid fellow comments. Do you use any facts to back up your comments.

Don't get me wrong. I never yearn for positive comments. I am very happy with constructive criticisms, with facts.

Posted by KLCI King > Dec 14, 2016 12:48 AM | Report Abuse
Agreed with Risk Rider, too much talking & KC is now busy showing off his writing skill & trying to prove he is the one should be regarded as the best SIFU in i3, and how he is far superior than anyone else, in writing articleS.


Writing to share my investment philosophy, methodologies and strategies is "busy showing off his writing skill & trying to prove he is the one should be regarded as the best SIFU in i3, and how he is far superior than anyone else, in writing articleS."?

Really ah? So free and have nothing else to do?

Listen to what this gentleman said,

Posted by tksw > Dec 14, 2016 09:17 AM | Report Abuse
KLCI King, if I were to choose a sifu for my son, one of them will be KCChong sifu. by the way, you got any published articles or not? Let me read read, see can be a real sifu or not?

Posted by chaishen > Dec 14, 2016 09:23 AM | Report Abuse
Chaishen:
you are conflicting yourself KC, you are just trying to argue to win the conversation.
By the way, you are asking how many Alibaba or Tesla are there? i'M saying there are many Alibaba and Tesla in Malaysia. It's depend on how you spot them with business sense and not with your FA alone. You probably can spot them 10 years after they become well-known and successful with your FA


Really ah, so many alibaba or Tesla in Malaysia? How many have you spotted and invested in them with your "business sense" and made big money?

I think it makes much more sense with the following comments, than your "business sense",

Posted by tksw > Dec 14, 2016 09:23 AM | Report Abuse
chaishen sifu, you can see business sense meh? what a kung fu. Teach me. Jilakak how one person can know Jack Ma can make money without looking at the figures... si-beh geng.. sure win arr?

Posted by tksw > Dec 14, 2016 09:34 AM | Report Abuse
Anyone knows how many ventures failed? PPL like to look at successful ppl and start tok nice story, and there are only a few... Dunno how many millions ppl failed


Posted by stockraider > Dec 14, 2016 09:37 AM | Report Abuse
More than 90% venture failed loh....!!
Even OSKVI Venture Bhd start to set up a business professional to buy or invest into up n coming good venture business....did not do well loh...!!

Posted by YiStock > Dec 12, 2016 04:00 PM | Report Abuse
95% of business start up failed in the first 5 years in operation.
All start with business sense

Posted by chaishen > Dec 13, 2016 10:22 PM | Report Abuse
Chaisen quote:
Let's me quote one example and the very famous ALIBABA, Did Alibaba make money until 2003, no no no and why goldman sach and softbank invested 5 and 20 mils. Jack Ma was offering free internet service, charging zero commission with taobao.com
Did Jack Ma using FA or TA? or just pure believe and strong business sense?
Another example Elon Mask-Space X and Tasla electric car


How many ventures people start everyday? How many Alibaba or Telsla are there?

Btw, are we talking about investing in the stock market here, or actual business venture?

KC, quote:
I have never heard of any academic research showing one can make extra-ordinary return from investing in the stock market using your "business sense". Nor I have heard of anybody doing so well in the stoc market, just using your kind of "business sense"

Best quote in investing.

Posted by Icon8888 > Dec 13, 2016 08:07 PM | Report Abuse
"Business sense" is a term you quote when you can't justify your decisions to buy or sell something

Posted by chaishen > Dec 13, 2016 05:35 PM | Report Abuse
FA=Fundamental Analysis, is not business sense, you are trying to confuse the public.
good business sense is about developing a continually evolving understanding of the ever-changing dynamics of business climate and business direction.
good business sense think, reason, brainstorming and make decisions.

FA is the school business teaching, business sense learn through experience.
That is what KYY trying to tell you. But you seem like confuse and continue to confuse yourself


Many people use many kind of terms which are very subjective, especially those related to commerce kind of things, unlike maths and science.

I am amused you seem to know for sure what other said means for things like "Business sense". I am also equally amused that you know so well that some others have no "business sense".


"good business sense is about developing a continually evolving understanding of the ever-changing dynamics of business climate and business direction.
good business sense think, reason, brainstorming and make decisions."


I have never heard of any academic research showing one can make extra-ordinary return from investing in the stock market using your "business sense". Nor I have heard of anybody doing so well in the stoc market, just using your kind of "business sense".

Well, if you can, congratulations.

Posted by chaishen > Dec 13, 2016 02:54 PM | Report Abuse
KYY put up his opinion and strategy in a very simple and understandable manner.
I agree with KYY, KCChong lack business sense. Complicated analyse sometime misleading


And isn't this article all about common business sense?

Any "complicated analyze" in this article?

Posted by chaishen > Dec 13, 2016 02:54 PM | Report Abuse
KYY put up his opinion and strategy in a very simple and understandable manner.
I agree with KYY, KCChong lack business sense. Complicated analyse sometime misleading


Please read this and tell us what business sense is

http://klse.i3investor.com/blogs/kcchongnz/110836.jsp

datuk,

Long time no see.

Thanks for your excellent views about value investing.

Posted by bintang21 > Dec 13, 2016 11:46 AM | Report Abuse

So, what's wrong with GADANG's cashflow and earning ?
can you please kindly enlighten us ?
What make you feel so sure it can not and definitely can not replenish its order book in the near future?
what had made you feel so sure its 2018 result can not and definitely can not be better than the 2017?
Why Gadang is such a hopeless company to you are the freebie but meet all the requirements of the magic formula which is your most powerful winning formula ?


I never say there is anything wrong with all the above, except just a cautionary statement about its recent cash flows. I have say none of the above.

You have this confirmation bias that you will never want to listen to opposite opinion, which I don't wish to give you any opinion. There is no point.

You wrote a series of 8 articles criticizing fundamental value investing. Do you really have a clue of what FVI is? Maybe you should read this firs to at least have a little bit of understanding what FVI is first,

http://klse.i3investor.com/blogs/kcchongnz/89477.jsp

Look at how you define your apa itu "Dynamic investing" below. Isn't that clearly pon lai pa investing?


Posted by stockmanmy > Dec 12, 2016 07:21 PM | Report Abuse
From the annals of Dynamic Investing.
http://klse.i3investor.com/blogs/stockman/110801.jsp

"I call it Dynamic Investing. I can also call it KYY investing . Its the way forward in the investing jungle. He made it but how? KYY is a practitioner of Dynamic Investing invented by KYY. I am the St Paul, the Mengtze spreading the message that can save the world .........the retail investor world."

Posted by bracoli > Dec 12, 2016 10:20 AM | Report Abuse
Thanks but I meant centurion sgx
Ive read up some one the news seems biz competition went up alot hence it's most has gone

How I wish I am a know-it-all person. But i am not. Sorry.

Posted by stockmanmy > Dec 12, 2016 07:21 PM | Report Abuse
From the annals of Dynamic Investing.
http://klse.i3investor.com/blogs/stockman/110801.jsp


I read what you are talking about your "Dynamic investing" below. It is more like pon lang pa investing to me.


"I call it Dynamic Investing. I can also call it KYY investing . Its the way forward in the investing jungle. He made it but how? KYY is a practitioner of Dynamic Investing invented by KYY. I am the St Paul, the Mengtze spreading the message that can save the world .........the retail investor world."

Posted by bracoli > Dec 12, 2016 12:27 AM | Report Abuse

Hi kcbe what do u think of centurion ?


You must be referring to Century Logistic. Haven't followed tgs stock for a couple of years. But looking at its financial results, business seems to have deteriorated, and at this price of 87 sen, I won't buy.

Posted by Tryingtogetrich > Dec 11, 2016 10:01 PM | Report Abuse
Tq KC for your informative articles....... from your previous article u mentioned Invested capital (IC) = Fixed assets + Net working capital. Net working capital = Inventories + Receivables – payable..... however from investopedia net workin capital is current assets - current liabilities...... why is it different? Trying to learn


One thing you must know. Not everything given in the internet, including that of Investopedia and Wikipedia etc. is correct, or relevant to Bursa companies.

Think about it. If a company has a lot of cash which is not required for the ordinary business. Do you consider that cash part of working capital?

My answer is no. Hence the working capital formula given by Investopedia is not correct for my purpose, i.e. computation of working capital, and hence invested capital for the Magic Formula.

That is the reason why if you wish to be successful in investing, you need to learn FA.