lets say spend 10 years slowly going up and 1 year sharp drop....then most holding periods should be profitable ( on average, unless the holding period is the year of sharp drops). This is the foundation that mutual funds built upon.
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I think I should amend the above as..........normally , more green days than red days, that is the foundation of holding....but red days are more punishing.


One year, miss a few missiles, trading can be very profitable.

“KYY just whatsapp me says he bought 300,000 lots Dayang at $ 1.31” ...................that day lah.....FU.......

sslee...get off my back, all your assumptions are wrong......

For mutual funds and professional funds......their portfolio is > 100 stocks.....their objective is to beat inflation, I think 5-10% return pa they very happy already for all the risk and work put in.

In Malaysia, mutual funds got quite a good record of meeting their objectives. Developing country after all.

And stock market actually spend more time going up than coming down.

lets say spend 10 years slowly going up and 1 year sharp drop....then most holding periods should be profitable ( on average, unless the holding period is the year of sharp drops). This is the foundation that mutual funds built upon.

For mutual funds and professional funds......their portfolio is > 100 stocks.....their objective is to beat inflation, I think 5-10% return pa they very happy already for all the risk and work put in.

Posted by 3iii > May 15, 2019 3:41 PM | Report Abuse

In a 52 weeks period, your $1.00 stock can rise to $1.50 (50% gain) and the same stock at $1.50 can drop to $1.00 (33.33% loss).

Do you think you have the canny ability to profit from these price fluctuations over the short term?

Do you know how to take advantage of the above price fluctuations over the long term?
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people want to invest, do not want to be trader............then first need to learn to be like a banker............say NO 100 times before saying YES.

Philip attitute that 99.9 % of shares in Bursa is rubbish is a good attitute....what happens to the .01%? These are the true exceptions probably got inside information too....and deep knowledge....and at least very high quality shares.

ok....Philips is an extreme case...what about a looser portfolio as above?


The theory is the looser the portfolio the more u need to trade........for an extremely loose portfolio, then must trade even more.

this is important.

Posted by qqq3 > May 15, 2019 1:36 PM | Report Abuse X

pjseow > May 15, 2019 1:32 PM | Report Abuse

Both articles from Davidtslim and KCChong provided a detailed analysis of Nett Cash Generation for the last 3 to 5 years . The average nett cash generated per year from 2014 to 2018 was 237 million . THis is equivalent to 25 sen cash per share although the average eps on the book was only 10 sen per year . The paper loss was mainly due to impairment loss from the acquisistion of Perdana . Last year alone , Dayang generated almost 300 million cash which is more than 30 sen per share although eps on the book is only 17 sen .Dayang has been able to pay off a total of 700 million debt for the last 3 years . With the recovery of oil prices plus strong order book of 3 billion , 2019 is expected to generate more cash than 2018. THe management has committed to further improve the balance sheet with the strong order book which will last till 2023 .
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at $ 1.70.............the same analysis is also available. People blindly use this analysis and buy at $ 1.70 die already....so how?

moral of the story...there is more to stock market than blind analysis..............especially rear wheel drive analysis.....

pjseow > May 15, 2019 1:32 PM | Report Abuse

Both articles from Davidtslim and KCChong provided a detailed analysis of Nett Cash Generation for the last 3 to 5 years . The average nett cash generated per year from 2014 to 2018 was 237 million . THis is equivalent to 25 sen cash per share although the average eps on the book was only 10 sen per year . The paper loss was mainly due to impairment loss from the acquisistion of Perdana . Last year alone , Dayang generated almost 300 million cash which is more than 30 sen per share although eps on the book is only 17 sen .Dayang has been able to pay off a total of 700 million debt for the last 3 years . With the recovery of oil prices plus strong order book of 3 billion , 2019 is expected to generate more cash than 2018. THe management has committed to further improve the balance sheet with the strong order book which will last till 2023 .
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at $ 1.70.............the same analysis is also available. People blindly use this analysis and buy at $ 1.70 die already....so how?

moral of the story...there is more to stock market than blind analysis..............especially rear wheel drive analysis.....

GreatDreamer > May 15, 2019 1:20 PM | Report Abuse

No matter what all these politician say and do or so call U-Turn, eventually US will impose all 500b import from China at 25% rate, for compensating forced technology transfer and cheaper yuan. From economic point of view, it may valid to some extend. From politic point of view, it will be done as US people are increasingly anti-China!
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so u suggest China should roll over and surrender?

bloggers got no rules......it is the objective of bloggers / coaches / subscription services to create excitement.

so kc.....

how to compare IB analysts with bloggers? Bloggers got no rules one.....


my son says services to institution clients better than what retail gets. For VIP clients, they can whisper whisper stuffs they cannot put in black and white....got rules one.

y kcchongnz > May 14, 2019 8:38 PM | Report Abuse

I seriously don't understand the logic, do you?
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of course u don't understand the logic....As I say about u.....u are too robotic, too mechanical.

Be flexible, be water.....flexible and water....can conquer any thing every thing. Be happy and positive, miracles do happen....

be like kc, then how? all u can say is don't understand.

kcchongnz > May 15, 2019 5:47 AM | Report Abuse

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what I know is I prefer his portfolio to your portfolio....more quality......so how?

kc....

two issues

1 fake money feels different from real money
2 best strategy depends on composition/ made up of portfolio

sslee

u are too obsessed with KYY and/ or me...........go find another hobby......

sted by Junichiro > May 15, 2019 9:48 AM | Report Abuse

We are probably heading for a hard landing in the coming months.
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agree....both Trump and Xi are trapped into a long fight.

sslee


since u are interested in Dayang.....This is what I write to kyy yesterday..............


According to this, u started buying at 60-80 and yet u are seeing red at today price. Whereas, there are others who made 100%, 200% in this counter this year.

Well....the game has changed since the rally of export led shares of several years ago. Not everyday is a VS.


FA of small caps not very reliable. Unlike FA of established companies which are more reliable....the problem is that established companies very boring compared to small caps.

Nevertheless, happy and positive, miracles do happen and the game is not over until it is over.

What happens when there is trouble in the horizon? Flight to safety is the first reaction when there is trouble in the horizon. That is why only small cap index is affected and quality shares hardly affected.

Always a balancing act between risk - reward.

ss


what it means is KYY bought some Dayang at $ 1.31 and sold some recently.......cannot meh? must ask your perission? i3 permission? my permission?

Indices, stock market analysts and news channel follows Trump's every tweet.......geo political analysts knows what is happening long long ago........


yes, I bet you Trump makes tons of money manipulating the market.......

Indices, stock market analysts and news channel follows Trump's every tweet.......geo political analysts knows what is happening long long ago........

Dayang

FA of small caps not very reliable. Unlike FA of established companies which are more reliable....the problem is that established companies very boring compared to small caps.

Nevertheless, happy and positive, miracles do happen and the game is not over until it is over.

What happens when there is trouble in the horizon? Flight to safety is the first reaction when there is trouble in the horizon. That is why only small cap index is affected and quality shares hardly affected.

Always a balancing act between risk - reward.

Posted by Heavenly PUNTER Research IB > May 14, 2019 10:11 PM | Report Abuse

Unker Kc, Thanks, I still have a lot more to learn... Sometimes I still check my price quite often, but I am trying very hard to cut down the amount of time on it. At the very least I don't get emotional when Donald Trump starts tweeting, I think that's an improvement compared to December 2018!
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it all depends whether your portfolio is quality or non quality shares..........

What happens when there is trouble in the horizon? Flight to safety is the first reaction when there is trouble in the horizon. That is why only small cap index is affected and quality shares hardly affected.

Always a balancing act between risk - reward.

Haw Liao when the bull and bears fight, the kancil dies...
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one year money, short DJ, long KLSE is a good trade.

u tell what qqq3 thinks....

kc and calvin where can make money one?

can meh? with 20% spread over 50 stocks? the other 80% doing what?

Post removed.Why?

kc also..... why u so fascinated by Kyy selling and Buying? I think it is very normal... in fact I will be surprised if it is different

sslee, u are too novice.... I tired already explaining stuffs to novices..... I guess those selling services for fees will not get tired

by Beary Xi > May 14, 2019 6:52 PM | Report Abuse

Senior Lim wrote 2 books about Mahathir corrupt ways! Now suffer complete amnesia! Only talk about Najib, Najib and Najib!
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that is called flexible. I like flexible.

NoEmo > May 14, 2019 5:20 PM | Report Abuse

1.3b China Chinese? What happen to another 119m?

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119 million Trump worshippers lah......like u.....

The good news is their financial position not as bad as people think if they can think of buying companies

index follows his every tweet.....but I know every thing before it happens.

happy and positive.....miracles happen

Heavenly PUNTER Research IB > May 14, 2019 3:23 PM | Report Abuse

earn 8k / month drive BMW, really need to be happy and positive for miracles, or else really default on auto loan payment...

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when I was working my basic pay was $ 12k > 20 years ago......final pay much much...I was driving BMW, My monthly expenditure is $ 10 k minimum.

1.3 billion Chinese will rather starve then let their government enter into another Unequal treaty

Heavenly PUNTER Research IB > May 14, 2019 1:42 PM | Report Abuse

Wah suddenly everyone come out attack this unker, no good lah
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its healthy.....and good lah.

happy and positive.....miracles happen.

a correction.....daughter manager says when he was making $ 8 k a month.....also no savings because his BMW always breaks down...............now, earning substantially more......

bloggers got no rules......it is the objective of bloggers / coaches / subscription services to create excitement.

kc.......coaching is a billion dollar industry....no harm if the whole billion $ industry is closed down.

well...that is how it is .

analysts work within their assign companies/ sector.....its like medicine also lah. Too much specialization, can only treat the symptoms based on their areas of specialization.

u don't go looking for interesting stuffs outside your area.


specialised doesn't mean they know more than what is announced. Companies also under strict Bursa rules about what can be divulged to analysts and what cannot.

a lot of analyst projections also just tembak lah....often no basis one., end result is the same whoever do it.....all based on emotions .

in any case, analysts cover established companies....u want to cover the small caps.........small caps mainly tembak saja......what else can u do with small caps? small caps FA fly here fly there and go with the wind. Projections just tembak and companies are not supposed to give u more than what is announced.

companies got company rules, analysts got analysts rules.

bloggers got no rules......

y Icon8888 > May 14, 2019 12:02 PM | Report Abuse

exactly my point
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my son's explanation is ...they got rules to follow and mostly just want to hunt in the middle of the pack...CYA, u know lah......but for their institution clients, they provide better service than what is available to the retail side.

Those who hunt at the edges lives a very dangerous life......dangerous and short tenure. Hunt in the middle is just perfect for them.


Most of those who gets sacked are those who hunt at the edges , none ever gets sacked for wrong calls if they hunt in the middle.

Ooi Teik Bee > May 14, 2019 12:37 PM | Report Abuse


Some of my followers had followed me for > 10 years, I just cannot open my mouth to tell them that I wish to stop this service.


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its ok one...u go do your stuffs lah.....I am not your father anyway.

I guess different people got different stress tolerance.

For me...to get that kind of stress is the last thing I want.

Post removed.Why?

Ooi Teik Bee theloneranger = Brightsmart = stockmanmy = Helpinghand
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theloneranger = Brightsmart = stockmanmy but don't know who is helpinghand.

well.....a lot of people make a lot of money following the last sentence.......

fresh out of college, let them learn at their own pace...what people takes out of their job is up to them.....


u read their outputs....mostly very shallow one....I actually prefer to read quarterly results from the source documents than read research reports.

osted by Icon8888 > May 14, 2019 11:25 AM | Report Abuse

not really

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why not? people pay u to learn....some more got big meat and big fish for lunch very often.......

instead of asking what profession , u should ask which companies pay $ 5 k as starting salary?

Posted by ks55 > May 14, 2019 11:06 AM | Report Abuse

Until now I cannot figure out what profession come with starting pay 5k in Malaysia......
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u will be surprised as I was surprised......its not a profession....she is a business graduate.