Steel not much room left...the issue is...commodities price boom means higher cost of raw materials....P Metal is a better bet. They seem able to benefit from commodities price boom.

China is going strong, US$ is weak...this is a combination for commodity price boom.

my best hope to make me rich now is...Genting W, Pos W, AAX c1

Others in the portfolio includes....Censor, Dnex, GPacket, Ann Joo, WCE, AeonCr, SCGM,

Gpacket.....they sold off P1 which drag their profits down...


just like UMW wanting to dispose of UMWOG......

yes...but too bad.....

still no action.


moneykj > May 2, 2017 09:30 PM | Report Abuse

Manmy, Pesona your sailang counter?

ven

its tough But maybe they give you a loyalty medal.

can never beat the House odds, but can buy the House and the sons and daughters.

my Genting warrant is doing well...the bet is that Genting is the best blue chip in Malaysia ..............and the warrant gives you leverage.

sniper...you don't get it....what is the bet does not mean how much you want to bet.....

what is the bet refers to what event will make this a good buy....what is the catalyst? why buy? it refers to...what you are betting on?



in the case of Sendai...the bet is turnaround.
in the case of Jaks...the bet is finishing the IPP on time and on schedule.

must have a reason for the bet.......

where got fund managers want 100% ?

more like Ecoworld and their G.O at < $1.

soo

if you know any thing about stock market...any thing at all....you know mine are gems money cannot buy.

original even.

icon


Sendai got discounts to NTA and got turnaround story too.

Nylex got what, besides discounts to NTA?

Looks good for long term investment.

I think soo just don't have what it takes.......

yes...when helping Buddha, must send Buddha all the way ......



soojinhou > May 2, 2017 07:54 PM | Report Abuse

Why is it that half of the comments are from stocknanny? Does he really like to talk so much?

turnarounds can be very profitable trades.

well, I think any freshie can speed up their learning process if they read this page properly.


certainly better than ratios and formulas....and it is also FOC.......lol.

a fair value is more than 50 sen......

think about it....for its long term potential is it just worth $ 2 billion?

Air Asia only service South East Asia and is worth $ 11 billion.

this serves the rest of the world.


and I thought long flights are more profitable........

when approaching a share....always ask your self....what are you betting?

when approaching a share, amateurs only ask , is it under valued?

professionals must ask...what are you betting?

the question is...time to bet?

I think it is a very good question.

when approaching a share....always ask your self....what are you betting?

once you are clear what you are betting, you automatically become a better trader / investor.

better still buy high , don't sell.
its warrant can make you very rich




Surewin123 > May 2, 2017 03:50 PM | Report Abuse

buy high sell higher yay

rget price 2.00

I think so too.

Probably the One Stock for any long term portfolio.

meaning AeonCr can reach $ 30 this round?

problem with under valued shares ( discounts to NTA), when the market turns south, it too will turn south.....you are not being compensated for being more conservative / prudent.

I am not saying Nylex cannot buy.

a rising tide will lift all boats....as long as got skin in the game, you get your money. Whatever inspires you to put money in the game.


but


a bull market favors the brave, the braver, the more money.

a bull market also favours the glossly over valued shares...the more over valued the better......as long as got catalysts.....look for over valued shares......hahahaha

I don't think anyone buy JHM, Scientex, AA, MFCB due to discounts of NTA.

question to value investors....

I know I know.....most of i3 people want to look for under value stocks.

but question....

is a bull market time to look for under valuations when the price just doubled?

or is a bear market time to look for under valuations?



yes, yes, a rising tide will lift all boats....including of course over valued stocks......especially over valued stocks with catalysts are top favorites.

the bet that the tanker will make a lot of money? but that cannot be.

the bet that the nta discount will narrow? but, that is a market risk, not specific to the company.

in the case of Jaks, the bet is that they will complete the IPP without hitches.
that is the risk the shareholder assumes.

in the case of Nylex, what is the bet?

they wanted you to save so you can buy more of their unit trusts and insurance.

D Nex sure is an UMNO dream.......should I say an UMNO warlord's dream?

so how?

Gpacket was a jerk when it was P1

Now, they say Gpacket is a beauty



d by John Lu > May 1, 2017 10:36 PM | Report Abuse

Gpacket is a jerk

I sailang AAX , not AA......


just look at their comparative market cap.

cut and paste wrong

Nobody should belittle anyone.

but,



I tell you what....that there are certain universal truths, whatever people may say.

kc

so scared of market...should learn and teach diversification rules aka CFA rules.

I didn't learn the real meaning of "only free lunch in town is diversification " until I read through my son's CFA text books and notes.

alternatively, the right attitude is....if KYY can succeed , so can I.....so I spend my time learning how to sailang.

sailang is not easy to learn. How do you unlearn a whole life time of habits?

and I was worried HLI IB got it wrong....now no more worries....just wait for durians.......


Posted by U1818 > May 1, 2017 12:20 AM | Report Abuse

AR 2016 Page 23:
As at 31 December 2016, the Group had an outstanding order book of RM2.1 billion (2015: RM0.8 billion) comprising 10 ongoing construction projects which are expected to contribute to
the Group’s revenue stream over the next three years.

chi sin.....

I tell you what....that there are certain universal truths, whatever people may say.


pussycats > May 1, 2017 06:02 PM | Report Abuse
should belittle anyone.

seems you needed bad news to make you happy?

The fate is not in the stars....it is within everyone.

Go for it...reach for it.



pussycats > May 1, 2017 03:49 PM | Report Abuse

But within 25 years, those nine men ruled nothing.

you got it exactly right.
the market do not reward smooth talking. The market rewards those who have an opinion, take risk and later proven right. And if want the market to make a difference, have to sailang like KYY.

every tycoon, everyone who ever succeeded have faced 10 naysayers, the doubters, the pessisimists.
the right attitude is called skeptical optimism.....and being steady., not nervous. high self esteemed, no need to be shy about it.
what can be taught becomes popular memes....it is what cannot be taught, what is inside and deep love for reading and learning that makes the difference.





BornToSpeculate > May 1, 2017 10:08 AM | Report Abuse

Are we serious

go back to your balance ratios and formulas.


soojinhou > May 1, 2017 06:02 AM | Report Abuse

Stockmanny, u talk too much.

Trading....this is the first time I write about trading. I don't like to write about trading because it is very personal, happens very fast and I don't discuss with anybody....

I prefer to write about dynamic investing because the ideas are more transferable.

Trading is too personalized to be transferable.


In the trading portfolio, the normal profits 10% to 20% per counter...so far this year, my losses are 2 to 3% per counter because I wanted the money to buy some thing else. I try to cut loss and let profits run to 10 to 20% before I sell. As much as possible, I will also like to average up...and average down not so much .

some times, like Southern Steel, it jumps up the day after I sold at cost., because I wanted to buy AAX. In steel , I still have Ann Joo , CSC which are in the money so I sold Southern Steel which is at cost. mainly because it is also my intention to reduce exposures to steel counters because steel raw materials prices are on the way up. The 3 steel counters were purchased the day they extended the duty.

The last few months, It has been very easy making trading profits. It is not going to be like this all the time. As long as no cut loss, as long as got shares, every dog has its day in the last few months...as long as got shares...and every sale transaction is a mistake , pretty much sums up the last few months.


The trick to making money the last few months then becomes....just find the inspiration and guts to buy shares..any share with a theme play...no kidding.

Aeocr
Myeg
Dsonic
Gdex
Ghl

This year, I have made money in AeonCr, MYEG. Gdex and GHL....still have AeonCr.

value investors armed with their 20 ratios and 10 formulas , do they know what they are doing or not?

They choose customers, not customers choose them. That is what they tell analysts and it is mainly true.

SCGM, a virtual monopoly because demand more than supply....They choose customers, not customers choose them.

look at SCGM...a virtual monopoly, sky high PE , now issuing bonus and free warrants....it cannot be captured just looking at audited accounts.

when I first joined, I thought ven and icon were masters of pump and dump small caps. , taking advantage of large followings.

I was wrong.

A portfolio of Airasia, WCE and Ekovest.

A good long term portfolio

A portfolio of companies with very good long term prospects.


For a shorter term portfolio, what is needed are very company specific characteristics such as theme plays, turnarounds, growth stocks, take overs and injections, X factors. For that, you have to read the news, read the whole Annual reports.....not just the Audited Accounts.

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA)......I hope they don't get anymore Red Chips in Bursa.

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA)......in the majority of cases, they are trading at low PEs, high NTA for a reason......sunset industries, too small and no track record, untrustworthy, not tested, Red chips in Bursa

what about turnarounds? banks? technology stocks? themes? blue chips? growth stocks? ....all these will fall out of OTB radar......

what about the basic requirement of a diversified portfolio with negatively co related characteristics?

what about business, people then only prices?

how about reading the whole Annual Report instead of just the audited accounts?

you really want that kind of radar? really really want that kind of radar?

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA).

Before coming to i3, I thought that exists only in freshies' dreams. ....you know....those fresh out of college, or fresh just bought and finished reading an investment paperback book.........still wet between the ears.....I didn't know it exists in real life with seasoned investors.


that would be principally raider and OTB., I guess.

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA).

Before coming to i3, I thought that exists only in freshies' dreams. ....you know....those fresh out of college, or fresh just bought and finished reading an investment paperback book.........still wet between the ears.....I didn't know it exists in real life with seasoned investors.