rule of thumb...............penny stocks for trading....quality stocks for investing..........


best possible approach.............

better to close than stubborn............

sslee, lurker

stop criticizing Philips stocks...if both of u prefer penny stocks, go do your penny stocks.....time will tell.

on the average, penny stocks 10 years later still same price or worse....become zero.........

fear and poverty kills just as effectively as any virus......................

yes , we need more people to speak out against the over simplified approach of fear at all cost.......................

closed door policy is not what China is interested in.............

in the case of malaysia, no test, no case............

defend and attack..........


diversification as defense........but all defend no attack, how long can win?

glove as the only game in town............


https://klse.i3investor.com/blogs/qqq33333333/2020-04-23-story-h1506080957-The_brilliance_of_KYY.jsp

war on facts, war on science

what other outcome is possible?

there is only one thing people need to know about D Trump.........

Only a D Trump can bring down the super tanker such as USA.........


it never rains but pours...........

as for your lurker pal of PM quality....sure.....he has the same destructive tendency as that D Trump.............

PEG less than 1.................the method favored after a long depression favored by textbooks of that era.............


can pakai or not in the era of FED printing unlimited money, interest rates at zero and zero growth of the corona era?

PE 20 requires a growth rate > 20%...........but if you can find some thing with growth rates > 20% and people can agree on....the PE will be infinity and too scary for mere mortals..............


sslee....every time u write.....u are telling people u are a novice.................

the China model.............socialism with Chinese characteristics.......

the China model.............socialism with Chinese characteristics.......

then what is the purpose of your previous post? go and claim what ever u want , makes no difference to me.....I only respond to what is written.............

latuk........I give u permission to bash malay unity government..........I am a supporter of competence over malay unity.......I also wish to refer u to Mahathir's highly rated crisis management during the 1998 financial crisis...........

lurk...

I judge people by what they write not by who they claim they are....U claim u are rich like Wallen Buflo makes no difference to me.............

talking about newbies such as yourself, Lurk.........


well....For newbies....definitely better to take a matured approach to stock market and focus on tested quality stocks such as Philips portfolio.....than OTB approach with disasters waiting around he corner and SSlee affinity for dead stocks.........


and what about u , lurk.....any stock recommendations?

lurk....just being a destroyer like D Trump is not good enough here.... a better person is like Xi and his approach....to built some thing, to promote good qualities, be positive, united China ...giving China great prospects for the future.................do some thing positive for a change , lurker..........

sted by i3lurker > Apr 26, 2020 12:21 PM | Report Abuse

qqq3

even kyy a person you non-stop plp for so long says you nothing.

kyy says qqq3 is nothing since qqq3 cannot even put in 100K into market.

==========

u quoting from OTB? well.....OTB is not here...u are here.....

lurk...I refer to philips low transaction rate / turnover rate as u seem to suggest he has high transaction rate ...

bottomline, u are going all over the place...........

as for my stock market fund.....How much money I have is a function of many things........important is Proactive, Consistent and Confidence........

crisis management............Mahathir had high ratings for his crisis management in 1998 crisis..............

and as for Malaysia.............Malaysia not so lucky.......

competence lost , malay unity won just as we enter into the crisis when competence is the difference between success and failure.

and as for Malaysia.............Malaysia not so lucky.......

competence lost , malay unity won just as we enter into the crisis when competence is the difference between success and failure.

The China model........................look at how China has used the crisis to unite its people, to be more patriotic, to have a positive attitude/ outlook, and Xi emphasizing the work on the need to take care of the poor and poverty eradication programs.

The China model is The New Hope.

Sslee Haha qqq3,
i3lurker is a sarcastic doomsayer reminds us of our own many fallacies.
===========

this lurk reminds me of D Trump..........a complete idiot. When caught spewing dangerous stuff his lieutenants says its all sarcasms ....But there was no sarcasm when as President of a major country go and talk about drinking disinfectants as a POSSIBLE cure for the virus........Its plain stupidity.

Its who he is ...just as that is who lurk is.

spewing whatever comes into the brain is not sarcasm...........its an uncontrollable brain..............

lurk........u should shut up because Philips transaction rate or turnover rate is very very low.......................

sslee

live in the real world...stock market success belongs to those who live in the real world, the practical people with experience.............not the book worms types who bought a book at MPH and think that is the finality of stock market....or those who attended kc chong value investing seminar and thought that is the end all , be all..............

obviously, for a small little company like SCIB, the X factor will over whelm the valuation of existing business......there is no meaningful discussion of SCIB without talking about its X factor.


And so, any investment into SCIB is all about X factor...and some call it speculation............

y teoct > Apr 26, 2020 11:34 AM | Report Abuse

qqq33 - what is the X-factors you talked about, appreciate if you will elaborate on this a bit .....
==========

X factor also refers to the unknown but knowable factors...............such as corporate exercises, such as SCIB will gain from the Serba contracts, such as mergers and acquisitions and contributions from new businesses. ...................besides all the other points written above...........


what u can do is to put a guesstimate on the value of the X factors , beside your other valuation metrics of existing businesses.



Existing business = PE , PEG what ever

existing business + X factor = revised new valuation.

sslee...

how to transit from textbooks written in the 1950s into the corona virus world of 2020? How to transit from Wall Street into Bursa?

How can Warren the Bufalo find predictability in the Bursa ocean?

y Sslee > Apr 26, 2020 9:14 AM | Report Abuse

The PEG ratio
==========


and while u are at it............its PEG plus X factor.

don't stop at maths.........consider all the other aspects of the share/ company/ track record/ future plans/ prospects/ shareholders/

the passport to success has the words proactive, consistent and confidence written on it.

With so many variables , its never easy to have confidence in any thing.....yet, to be successful, u have to have confidence.

Some lose confidence through over analysis, some gain confidence through experience,

Some lose confidence through minor set backs, some gain confidence through adjusting their time horizons.


X factor.............I consider X factor a very important aspect of share valuations.....what about you?

Is every thing reducible to maths formulas?

Why do fund managers pay a lot for predictability, good management, corporate governance?

PEG less than 1...........

PE of 20 requires annual growth of 20%............hahahaa

In the era of negative growth and zero interest rates, if u can some thing with annual growth of 20%..........the PE will be infinity and too scary for the conservatives to buy.....then how?

ed by FoolsGold > Apr 26, 2020 9:33 AM | Report Abuse

, while cycling in Ulu Langat..
==========

surprised u know this is one of my favorite routes. Did I mention in forum before?

or u got insider information?

Posted by Sslee > Apr 25, 2020 6:50 PM | Report Abuse

Haha qqq3,
Before you talk about addressable market for food producers you must knows:
1. What are the natural resources you have in producing the foods? (Cheap land, climate condition, fisheries area, seed, agriculture technology, manpower, logistic, cheap loan and etc)
2. Do you have the controlled of these resources?
3. If you expand the business oversea are you hindered by the law that protected the local competitors?
4. What are your competitive edges against your competitors?

So tell me how QL fared against CP?
==============


questions questions questions and doubters there will always be.....if the opinion is that it is not worth your while, then avoid it lah.....avoid it, u still have 2000 companies to choose from.....

but sslee..............your fear of high PE stock such as Vitrox, QL, collapsing have not played out....and that is the point....even SCIB has promptly recovered........

perhaps the trouble is not how the market evaluate these stocks....but how u evaluate these stocks..........hahahahaha.....

sslee/ lurker


They are specialist houses in HK who are whistle blowers and write short side reports of shares/ companies that they find.....

Those are high quality work with a lot of experience , investigation and whistle blowers..............not the kind of rambling and baseless stuffs of this lurker for a forum such as this.............

sslee/ lurker

penny stocks are for trading.....but while trading penny stocks , don't at the same time go bashing the highest quality stocks in Bursa and Bursa's pride and success stories......................

I am a trader.....good bad ugly also I trade...........but I do not bash good quality companies that are the source of pride in Bursa..............We should all celebrate good quality companies in Malaysia so we can produce more of the same....................

ilurker.......

Philip stock pick happens to be the favorite of long term funds in Bursa ......they do not disappoint, have not disappointed......


so...what is your criteria for stock picking?

only penny stocks satisfy you?

Insas? or Gdex?

sslee.....why are u bashing good matured approach to stock market? why u spend so much time trying to talk down QL...while QL is one of the key success stories in Bursa since listing.....................

no one can defeat the myth of PE...its too ingrained already...


I'm convinced, beyond the maths formulas, the passport to success has 3 words written on it...........proactive, consistent and confidence.

Philip ( Random Walk Theorist) > Apr 25, 2020 5:54 PM | Report Abuse

In terms of total market growth, despite QL size, it is still showing a huge potential to grow in a very very big market,

===========

its called the addressable market..........Fund managers will pay a lot for it if u can show u are good and capturing market share in a large addressable market.

One more lesson corporate captains have to learn is...........don't screw up people......market can be very unforgiving and have long memories..

For example, why shares that KYY has played before never recover? All the furniture shares, Chinwell, steel counters, Hengyuan, Sendai, Jaks, finds it almost impossible to recover...same goes with Insas.

There is this thing called once bitten twice shy, got raped before no more virgin..........that is why a lot of BOD in KL quite scared and do not welcome KYY messing with their shares..............

sslee.......

How much does fund managers pay for predictability, good management, corporate governance?

A lot...........and a lot more than u can imagine..........

y Sslee > Apr 25, 2020 5:37 PM | Report Abuse

Haha,
Philip only cherry pick one parameter PE to defend the undefendable of so many parameters that indicate QL is overprice and it long term prospect do not justified the PE of 54
===========


not true....in both theory and practice, Philips has written a lot of stuffs that explains why QL remains a good buy....and shown by practise........

no one can defeat the myth of PE...its too ingrained already...


I'm convinced, beyond the maths formulas, the passport of success has 3 words written on it...........proactive, consistent and confidence.

KLCI King Wow, doggy even up to the extent of praising his master by licking his balls openly & publicly.

GOOD DOG!
============

I am teaching u how to make money...be brilliant.............so A or B ?

https://www.youtube.com/watch?v=IoGp9vgeGRc

How Sweden is Responding to the Coronavirus | with Johan Norberg

we have been too cruel in the current form of MCO...cruel especially to the poor ...............

how can stopping me from cycling help in the fight?

they really need to relax a lot of the rules............

Trump's latest snake oil is drinking disinfectant.