Posted by CharlesT > Apr 23, 2020 8:38 AM | Report Abuse

Trump also in Group B...lol
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Trump is tweeting every day with only one objective.........to push up Dow Jones...........and get reelected

selling snake oil, blaming China, blaming WHO, Liberate States, bombing Iran, printing money............all in an attempt to push up Dow.

Posted by CharlesT > Apr 23, 2020 8:38 AM | Report Abuse

anyway i prefer Group B...unless u think Covid 19 will be here for a long long time
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and that is the point of the article...........I do think the virus will be here for a long long time..............

u see........gloves under performed the market in the initial stage of the recovery ( I also surprised and suffered through it) and only out performed when people started to realise the virus will be here for a long long time...........

but u must also choose the stock which has flavor of the month.........and u don't think 3 think 4 , over thinking it...........

y Yu_and_Mee > Apr 23, 2020 8:33 AM | Report Abuse

Main reasons are because he is wealth and having huge group of "students" to "follow" him.
Anyone has the criteria also can be successful like him
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but u must also choose the stock which has flavor of the month.........

his cost is from 60 sen to $ 3.................only he knows what is his average cost..................

30m at $ 3 is not his cost............it is the market value of his shares at $ 3.

in the example above, $ 1.60 is the average price sold....Actual sales likely from $2 to $1

that is how I do the math

30 million shares @ $3 = $ 90 million, borrowed $ 45 million, equity $ 45 million
30 million shares @ $ 1.60 = $ 48 million, equity $ 3 million

if every thing is sold at $ 1.60, u lost 90% of your wealth ( equity) at $ 3. ........this assumes u have borrowed to the limit ( $ 45 million ) at $ 3 ..................




this is you lost 90% of your wealth at $ 3............not 90% of capital at beginning of operation...........

Sslee > Apr 23, 2020 7:49 AM | Report Abuse

Haha qqq3,
How to believe with 90% lost of my wealth when it doesn't add up?
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how do u add without the raw data?

brilliance do not have to be first. I still got Supermax from 17 March but that is not brilliance.


Brilliance is when u can sailang and super margin and u can get the crowd to join you and make it the only game in town.

How does the brilliance of KYY square with "I lost 90% of my wealth"?

well, some of you didn't believe him.


and Napolean was a brilliant man when he was conquering Europe....until his Waterloo.

group A or Group B shares?

this is the best way to look at stock market.


On the basis that it is a U shaped recovery, not a V shaped recovery....only Group A shares makes sense.............


Outside Group A..........it does not make sense no matter how cheap it looks on various metrics.................

its pro active, consistent and confidence..............any share, anyone with all 3 should be ok..............

Yinson is currently valued on basis that oil will recover to US$ 40 - 50 range within a few months.........if not, its not sustainable.......

y Philip ( Random Walk Theorist) > Apr 22, 2020 6:50 PM | Report Abuse

As for me, it really doesn't matter to me if it takes longer or shorter to recover, 3 months to recover or 3 years for the market to recover.

I'm not a trader and I don't buy something just because it is cheap and sell something just because the price went up.

I try to buy a business or pieces of a wonderful business at a fair price. Therefore in this case, I don't really care what the long term market is like, as I invest in businesses that can make money over a long period of time.

Most of the time, I hope to never sell a wonderful business that I own.

In any case, investment is about paying money today for a return in the future.

The future that I am betting on will not include covid. When it will be I don't know, but I do know it won't be tomorrow.

But in any case, what to buy is a relative term, as your investment philosophy and mine are totally different.

I wish you good luck, you can choose to stand aside, watch the world burn, or buy stocks when everyone is running away. Selling a stock today should not be an option, unless you need money to survive.

Your choice.

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very good mentality...........but better if u don't have yinson..........this one cannot survive if oil below $ 30 for long because if drillers die, yinson also die................and right now, all off shore drillers die...........

then up to u to push up lah

...world CEOs, realists and myself included expects a U shaped recovery with a long recession...........


with this in mind.......what to do? what can buy?


You can divide shares into two groups..........

- A> the beneficiaries.......medical supplies, gloves, telecommunications

- B> the harmed/ risky sectors..............



all the money will be going to Group A ( eventually , if not already, making this group highly over valued)....and one day will crash.

the contrarians will hunt in Group B............and be disappointed when things are down longer and more severely affected than anticipated.




with this in mind.......what to do? what can buy?


me? I stick with Group A..............

some thing like that

me? The whole world is following the Wuhan model but there is only one China...........and so I think the rest will not have the fast successful out come like China................................................

Dayang? This one u have to pray very hard...........All service providers in Texas ham kar chan already...........................

I not gay But, there are gays in this world because a certain percentage of gays is needed for survival of the species...............


mathematicians can even calculate the optimum size of gay populations........hahahaha

there is no off shore oil driller that can survive at these prices......asset prices are still expecting US $ 40 - US$ 50 oil in a few months......

Posted by Philip ( Random Walk Theorist) > Apr 22, 2020 6:50 PM | Report Abuse

As for me, it really doesn't matter to me if it takes longer or shorter to recover, 3 months to recover or 3 years for the market to recover.
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3 years later, no covid...........

but if it is the 1930s charts...............have u seen the 1930s charts?

they say , what we have witnessed the last several weeks is dead cat bounce of 1929.....................................


shares as pieces of businesses...........

businesses such as yinson will not be able to survive..............not with $ 20 oil......


and valuation of assets changes..............

world CEOs....................not I say one..........its from a reputable survey..............

philips...............world CEO, realists and myself included expects a U shaped recovery with a long recession...........


with this in mind.......what to do? what can buy?


You can divide shares into two groups..........

- A> the beneficiaries.......medical supplies, gloves, telecommunications

- B> the harmed/ risky sectors..............



all the money will be going to Group A ( eventually , if not already, making this group highly over valued)....and one day will crash.

the contrarians will hunt in Group B............and be disappointed when things are down longer and more severely affected than anticipated.




with this in mind.......what to do? what can buy?


me? I stick with Group A..............

proper application of margin is the same as proper application of cash transactions.....................no difference.....


do not understand why kc says can buy but cannot margin............

logically.........can buy means can margin.................cannot margin then cash also cannot buy..................




kc.........correct or not?

Posted by stockraider > Apr 22, 2020 4:26 PM | Report Abuse

Like that how to get rich leh ??
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never see rich pondans? I have...........

cigar butts........looking for the last free puff........lol........


anything also can trade....good , bad, ugly also can trade........


portfolio managers, analysts...........they buy hundreds of different shares.



but investing for success ....that is a different ball game



https://www.youtube.com/watch?v=VNGFep6rncY&t=1s


Why the majority is always wrong

never take out money never inject new money into it for many years already.... for me, it's just a toy box

what I have is a Rhb, cash upfront internet account.

but I can understand why margin is a wealth creation tool

no... I never had a margin account....

icon..........Jaks vs comfort..............

choose comfort lah..............

Philip ( Random Walk Theorist) > Apr 21, 2020 9:44 PM | Report Abuse

As for salty and whacking kc for no reason, I feel I am justified more and more each day.
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hahaha........

all in the name of diversity of opinions.......

supply and demand........as long as there is demand for such services, there will be somebody who will supply the services..........$ billion industry.

asymmetric relationship between the paid teacher and the students. Yet, they have the gall to tell their students ( who no doubt are novices) , final decision is yours. And they assume no responsibilities for losses incurred.


"Don't listen to tips..........but I got tips, u want or not?"

"Don't use margin because they want to project a responsible conservative image."


" Rice bowl - why u want to disturb my rice bowl?"

why?

service providers in Texas ham kar chan already.............same for Malaysia.

service providers in Texas ham kar chan already.............same for Malaysia.

Dialog tanks all long term lease to Petronas.........

nobody in my house watch TVB.......my wife watch Korean, my children got their own taste...........

TVB? don't make me laugh.........I watch CGTN......and Money Heist , Netflix........

CGTN even better than CCTV.

don't worry..............will be a long time before CCP made movies are popular.............


but CGTN really first rate stuffs.................

u only watch if it is anti CCP stuffs?

there is really nothing wrong with saltiness.

Choi england co related with better decision making in stock market meh?

Choi england useful to kaw girls..........

in stock market market, we want opinionated stuffs with conviction.........

by Philip ( Random Walk Theorist) > Apr 21, 2020 11:38 AM | Report Abuse

KCCHONGNZ does not realize this, because he is too intent on grabbing cigar butts of the ground for its last puff, not realizing the wonderful companies out there for the taking.
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jackpot!...................needed you to show reality.

give orders so easy................who pays for the rotten fish?

qqq33333333 > Apr 21, 2020 11:32 AM | Report Abuse X

of course, smart are those who sold in January and re- enter in mid March. That would be perfect but I am not perfect. The writing was on the wall, how come I not smart enough? points to ponder for me............I am sure they are others who sold in January and re-enter in mid March.
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actually I entered Jan with a lot of caution and lots of cash.

but as the market dropped, I make the most basic beginner mistake of catching the falling knife too early...........it is well known more people die from trading shares when the game is over than those trading shares when the game is on.

not even 3444............because most of tests are repeated tests on the same people........


we need statistics of how many people tested, not how many testings done.

too lazy for that.

y Philip ( Random Walk Theorist) > Apr 21, 2020 11:50 AM | Report Abuse

QQQ3, any good trades you can teach us about?
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u think everyday also can pluck a recommendation from the air meh? If like that not being responsible.


but logically, I think almost any share also can short, but no shorting allowed in Malaysia.

confirmed cases is a function of testing..........no test no case.............simple.

buy and hold vs trading.....any past records also no use.......who knows future will look like the past?

me? over the years, I also got talent in spotting quality companies when they are still young........like Hartalega, TopGlove, Scientex, Vitrox, QL, AeonCr, Of course I regret I am not a long term investor and never know how to hold on to these shares. Just hold on to these shares over the years would have been better than any thing else.

Buy and hold has one advantage. Don't have to think about re-investments. For traders, RE-investments is big problem . In good times, trade and make money and buy other shares similarly also have gone up.......In the big picture, a useless activity.


of course, smart are those who sold in January and re- enter in mid March. That would be perfect but I am not perfect. The writing was on the wall, how come I not smart enough? points to ponder for me............I am sure they are others who sold in January and re-enter in mid March.



For traders, the biggest problem is win more lose more win less lose less. In it has nothing to do with intelligence or information and every thing to do with attitude , ego and psychology. ..and self control.


So, those the problems of a trader.

For buy and hold, the biggest problem is this is the biggest upheaval of a life time.

People, especially successful people are born optimists, as otherwise they would not have been successful in the first place.

so now, it is really realists vs optimists...............realists vs financial market.

After the rally from mid March, is it a dead cat bounce? hahahahaha


Whatever it is , for people to benefit .........they need to be proactive, consistent, have confidence .............These 3 qualities will determine the winners.

I better write down these 3 words.........

PROACTIVE, CONSISTENT, CONFIDENCE.