I thought we already got spied when using google or facebook? So it is between two who less evil? Or between two evil who we trust more..

Why no one talk about security threat from US tech supremacy back then or now?

Our local semicon company got exposure to huawei's growth? Rise of china tech good or bad to malaysian company?

Kejap kata going to crash, kejap kata already crashed....aiyoo....some of your waterfall stock already turnaround loh...got buy or not?

Yes...huat ah....

Remember, guarantee profit only apply to sales person, selling u seminars, stock tips...or selling hopes which irresistable to most human....human is weak.

sarifah, the boss sure happy to have generous and forgiving shareholder like u, dk66, qqq etc...he so lucky..

the boss got the free lunch.......the bill will come in coming quarter result for jaks shareholder to pay....the boss must say TQ to jaks shareholders here..

vested immediately summore.....why not all ceo company also do the same.....cheaper.....long term inflation will rise, share price will rise.....cheaper to do it all one shot now.....lol......

25 mil free shares to Andy? too much already la...way too much.....

bosses sure happy to sell......durian runtuh....

Well said...not so simple decision...and i like his statement below, it sound so smart..ministers should learn from him

"To be honest I'd rather not comment much now as there is a lot to be considered. Though I do hope a proper statement is made soon by the government. What is important is to save as much as we can for the country," he said.

A good blogger must have this kind of dramatic style of writing....lol...

"With one hand holding my steering wheel, another hand my smart phone, I picked up some shares at RM4.15."

nice writeup...

icon's recently talk about contrarian. does this tendency also influenced by lack of growth in the market? in 2016, all the talks were about growth (aka golden rules), a relatively short time frame of see-able growth potential....

end last year i give it a pass on this one.....pengerang is coming online soon. just take note on that la...

I can see management started to talk about what I have been mentioned last year.....time is not on your side....lctitan miss out the short window of golden opportunity to capitalize on insufficient capacity...no more now

lizi drop below eps of 10 cents is not hard, actually lctitan operating profit is flattish only...don't get cheated with their latest qtr number....i see a few here mention about long term investment...hmm....remember petro chem industry itself is cyclical...that's mean time is not on your side...


ivy88_ let see as it goes, collect slowly as time goes. Biz fundamental is good, just that oil + currency risk. I dont expect Lctitan this Qtr will drop below EPS 10sen by end of Oct result out. For current price 4.60, it way already factor in all the bad news below.
04/10/2018 16:49
04/10/2018 19:19

gong xi gong xi gong xi ni

If my mind calculation is right, i think prediction from forex analyst out there is almost 90% wrong so far.

qqq, u like to be extreme....self contradict....keep changing....last time who say flexible is life, rigid is death ah?

qqq3 everyone is a trader if u are not there to participate in the growth of excellent companies of your choosing......like Philip and 3iii.
20/01/2019 21:30

This method must be paired with wide diversification....else either opportunity cost kill u or one wrong judgement make you unable to recover...

"...but in the event things turn sour, the stock must be good enough to be held so that can ultimately recover. The holding period should not be more than 5 years (or you might as well crystalise the loss. Don’t kid yourself that “it is just a paper loss”, when you need to wait for twenty years）"

don't underestimate his new social media tactic...i personally visited his facebook...he is using logical + humour sense now to attack back..can built strong follower base..

to mitigate risk in small/mid cap space, either discipline in cutloss or diversify....diversify allow more chance to find multi bagger....dr neoh say upside is infinite while downside is finite...but again, some may have premature ejaculation syndome...hahaha....no chance to enjoy infinite upside....able to pick the right stock is one thing, ability to hold it long enough is another thing....

haiz....investing is so troublesome...

small/mid cap stock return no doubt can be far superior, but what if you are wrong? the damage can be devastating too....not many can be small/mid cap specialist...i believe "sometimes win big, sometimes lose back to market" is very common scenario for those "not so skillful" group of trader/investor in small/mid cap space....

For me capital preservation is the most important, i will cut loss no matter how confident...i gave you one example supermax, icon's recommend stock, i cut loss twice on supermax (rm2, and rm1.8 if i remember correctly)...but on third attempt it all goes well, when i see the trend reverse, i added more and let it run....overall, i had a significant win on supermax, the previous 2 cut loss is nothing compare to my third attempt's win....

did i know my third attempt will be successfully? of course no...if i did not cut loss and supermax did not turn out to be successful, then i will lose big....cut loss doesn't mean give up, cut loss doesn't mean we abandon our believe on the stock...

it is just how i manage risk, taking care of my own risk appetite...

Now did i always cut loss or apply strategy above? mostly but there is an exception....the exeption is very very rare but happen....the exception is when the stock is fulfilling net net value, have good cash flow and dividend.....then i won't cut loss and fight on....one real example of mine is FLBHD....collected at rm1.3 all the way down to rm1...

(Icon8888 notes : Buying at low PER is a major feature of Contrarian Investing).

Is above low PE a temporary low PE due to unexpected slump/shock?
Or is above low PE a consistent low PE over a long period of time regardless of external market condition?

I believe these are keys follow up question to low PE. Even better of contrarian investing is when PE get negative..

but those accumulated nestle has been huat like pig head wor, while those who brought insas, everyday only hope for it to go to RM1.00 and sell it.....that's the reality...no?

Mr philips is talking about great company that can hold forever type of investment, not like punting for 2 years time frame type.

while i reckon good company always sell at premium, we need to study share price movement as well....clearly QL share price suddenly spike up, or PE sudden expand started from mid 2017 (another example is nestle)...from share price movement perspective, it is not wise to buy after the spike...u can buy at the top (premium) when the top is built up gradually, not built from the sudden spike...

this kind of good company, just wait for it to correct and buy to keep...business need time to grow, spiked up share price will need to wait the earning growth to catch up, plenty of time for it to correct...since it is long term game, can wait.

i thought u said u have dispose all and move on?

don't think it is uncle koon. the ID only have 1 comment.

when sentiment is there, what shxt u wrote also got ppl believe one.

quarter eps predictor? hahaha.....sentiment predictor lah...

cannot go to rm1, 90 sen pun jadilah....

gameplan for insas is buy when below it is penny, wait for their luck when it being push up to RM1....nothing wrong....ang pow for cny?

I like below illustration of value trap....

------------------------------------------------------------

So the main question is, how much discounts are you willing to sell for me to take INSAS off your hands?

If everyone is willing to let go of INSAS at rm1.5 to rm2,

Then using the nta value of rm3 is useful only as a guide.

If even the current management biggest shareholder is not willing to pay rm2 to buy your shares from you, and if you know 5 years from now you will never get more than nta for INSAS (there will always be a discount to value for management)

Wouldn't this be the very definition of a value trap?

my impression on DCF is, when u can't get the figure u want, tweak a bit the variable, then u will have the nice figure...in short, syiok sendiri...the more thing u need to dcf it, the more error it will probably end up..

When jack kong gave warning, u better pay attention.

shouldn't mof be accountable for this? it is mof who brought cheap, not epf right? unless epf brought at above market price..

macam-macam orang pun ada...fake id to smear other? for what leh? loser...

crazy....weekend don't know got article come out or not...

agree with some ballpark figure. I still prefer the casual/simple way of investing....like sifu cold eye....he said make it simple is the best, roughly manage to get the key points can solve the problem already.....if u look at cold eye sifu, he stress on wisdom....nothing fancy, nothing like nobel prize kind of logic....

if something can be calculated correctly using maths, everyone make money....not saying it is not important, but it is not the most important....

probability it would have been nice if someone had asked how the growth estimates were obtained and if the growth value justify the PE....with some maths..

and if the other had explained with some numerical value on the capex ROIC.....
03/01/2019 23:04

every one so happy.....curry mee...sedappp.....that's the current slogan now...burppp..opps...

in bursa, small/mid cap also got growth, but most of them is cyclical growth and not long term sustainable growth......u must differentiate between the two....

huge competitive advantage is already very strong point...then look at potential of sustainable growth, how big is the market can be, local or can expand to the world?

CharlesT is the best.......can goreng up to the sky depend on earning....golden rules kambing soon i guess if result ok......

calvin and koon same counter, then no more pengkritik loh.....no check and balance....

wow...curry mee...sedap...burpp...

wow......long number guy wrote out what i have always thought about insas too......i ask the key question before and finally someone wrote it out nicely...

Posted by lizi > Jul 28, 2018 10:37 AM | Report Abuse X

all repeat about the numbers, but do u really like what insas is doing? its business?

got growth who look at PE? wait until growth deteriorate first then only talk PE. this is how market works.