t+3 small kakis where got power one?

small kakis how to be an insider?

what is the reason for insiders to unload with such small margin?
don't add up

Icon8888 > Feb 24, 2017 09:49 AM | Report Abuse

a lot of insiders loaded up pre results, now they are exiting

I don't have Air Asia But I bot AAX this morning.

the one remaining risk they cannot hedge away is price war.

For that, they just have to karaoke with their competitors and form a cartel.

they had $ 200 million hedging gain to off set forex losses....smart cookie.

with industry beating utilisation rate, all they had to do is to hedge away any and all financial and fuel risks.

wow...this CIMB analyst really hates AXX......

he can see a devil in every corner.

don't talk cock Liew.....

without a proper filter you will be all over the place within the 200 stocks universe.

I am comfortable with the results.

Even Warren Bufett is buying heavily into airline shares.

Level 2 thinking.................


What is Value Investing? Buffett's letter to shareholders 1992. "Typically it connotes purchase of stocks having low ratio of price to book value, low price to earnings ratio or high dividend yield. Opposite characteristic of high ratio of price to book value, high price to earnings ratio or low dividend yield, are in no way inconsistent with a Value purchase". Buffett's 1992. Over the years Buffett has shifted from buying fair company at wonderful price to buying wonderful company at fair price. Wonderful company has the ability to compound earnings overtime, unlike cheap company which may provide one off ticker. Some great buy are See Candies at 4x book, Scott Fetzer at 1.8x n recently Iscar at 5x book value. The key is to get back more in future returns, than you give up at the time of acquisition. Thanks!




but how many can do level 2 thinking?

not many.


almost all sifus here , especially the engineers and the accountants can only do level 1 thinking .

What I want to see is business sense.

Buy on your own evaluation.

Highly unlikely KYY will be selling his any time soon.

That is not the way to be a super investor.

liew...go ahead and buy la.

I am saying there are 200 value stocks.

Can you buy them all?

what is in my google drive you also know? you a hacker?

FLHB is a commodity stock with commodity stock behaviour.

Lihen is a furniture maker with own designs and loyal customers...

I am sure raider would not know what difference it makes.

$ 2.30 got I promoting meh?

proof to me......

op

by the way, CSC went from $ 2 ( the day I recommend) to $ 2.30 high.

more than 10% before they sell Treasury shares and whole world panics.

You didn't sell, because you are stupid.

there is another day for CSC

This day belongs to Lihen

its a commodity stock...but raider would not know what difference it makes.

my sifu says better make money quietly

don't share share when got raider around

bad karma.

I cannot tell because there is a raider around

bad karma

tk

there are 3 stocks I sailang

but this is not the correct time to tell you.

idiots talking

the problem with value investing.

there are more than 200 value stocks in the KLSE.

and if you are a raider with no judgement ability, it is big waste of everyone's time....and money.

no free lunch because they is no certainty what tomoro brings

klsetitan > Feb 22, 2017 04:25 PM | Report Abuse

Now is not a bear market... ;)

tksw

its a good stock , no doubt about it.

I mean it is the best representation of value stock in the KLSE.


But what I favor is............. a mixture of value, growth and stories.

some thing that pulls at the heart......

its called Dynamic Investing.

works best.

tksw

its a good stock , no doubt about it.

I mean it is the best representation of value stock in the KLSE.

Dolly

It's Dynamic Investing.

All the best laid plans can also go wrong.

In a bear market, warrants will lose more than mother.

No free lunch

a value stock that cannot go up is like having beautiful girl but cannot stand up.

no use.



younginvestor92 lol just that you are not patient lol, a value stock indeed

it comes from confidence.
guns and spears no hurt me.



Ezra_Investor Havent you heard the proverb:

I3 as the temple of value investors.
stockman as the disruptor
Proud to be one.
the best way for me to teach ( for you to learn) is to have me as the disruptor.



Ezra_Investor > Feb 22, 2017 01:40 PM | Report Abuse

Unlike KC, you yourself got no

must poke fun at value investors.

there is no measurement of performance because they have no time frame.

it becomes like faith based religion.

its a mixture of value, growth and stories.

some thing that pulls at the heart......

its called Dynamic Investing.

works best.

Focus Lumber

fantastic numbers but cannot pull in the buyers.

why so?

is it because it is a plywood factory with no corporate development?
margins did not go up in the last quarter.....that is very surprising.

no growth.

so why value investing don't work?

its because cheap stuffs got no good stuffs
good stuffs are not cheap.

There is no better example of value investing than Focus Lumber with such low PE and high returns on invested capital. If it does not work, you have to re examine the whole theory of value investing.

so why value investing don't work?

its because cheap stuffs got no good stuffs
good stuffs are not cheap.

There is no better example of value investing than Focus Lumber with such low PE and high returns on invested capital. If it does not work, you have to re examine the whole theory of value investing.

idiot raider

seems logical

SALAM Growth stocks but with many BUTS.... Better to buy bombed out stocks with more certainty to move up (technical correction).. KC philosophy good for mature white man markets only..haha
Icon type puntvesting are more down to earth la..

nope...raider, you are a very poor judge of character.

crystal clear.

raid


you want to be Warren Buffet student
WB wannabe
but do not have WB values.

it does not work that way
that is not the way it works.

To be super investor, stay focused.
To be value investor
Stay Focused Lumber

One enough, no need to spray all over the place.

$1 million revenue per month sounds like a coffee shop

Not a listed public company for value investor.

I think I will let you guess

find the master within you.


Risk Rider > Feb 21, 2017 10:58 PM | Report Abuse

Got it, but afraid of following fake masters, how?

They are everywhere now, claimed to be masters, how ah?

slight variation...follow master goreng shares.

Risk Rider > Feb 21, 2017 10:53 PM | Report Abuse

From what you said, Dynamic Investing = follow news goreng shares

special circumstances that derails the best laid plans.


Takashi Sorimachi > Feb 21, 2017 10:50 PM | Report Abuse

After 4Q results out, csc > 2.50 and choobee < 1.50, still remember?

Top gainers since 1 Jan 2017 are.......oil and gas counters due to Opec action Scomi, Shell, Alam, and special situations Iskanda, Dagang, Jaks, Sendai...................where does KC formulas and OTB ratios come in?

to blow away the myths and fallacies hindering our path to super investing or Dynamic Investing.

Kc


To evaluate a company with small $1 million a month revenue.....

First be prepared to break all rules normally used in evaluating other shares.


I means all formulas and accounting ratios so loved by you.

The accounting information is quite meaningless.


How you say it? The butterfly effect and a small breeze the house also come down.

ME: OF COURSE A SMALL COMPANY LIKE THAT IS HARD TO MANIPULATE.

kc...you stock market man or not?

how can you say such a sentence?

TEnaga and Maybank la....even billionaires cannot manipulate.

TTB no balls because he is economist, no business sense.

so who bought high?

told you so.