I declare that for the rest of 2017, I intend to carry at most 3 stocks at any one time.

If I buy another stock it will have to be so superior that I am willing to sell one of the three to buy it.

ain't going to happen without very good reason.

ps...each of my existing stocks is already sitting on unrealised gain of > 25%........and all three were purchased in 2017.

That portfolio in the contest is not a Dynamic Portfolio.

It is a dead portfolio because I cannot sell within the year.

My own portfolio is a Dynamic Portfolio very focused on 3 stocks only.

Fibon


$ 3 to $ 5 million revenue per quarter...............


sure this should be a public listed company or best unlisted as a Sdn Bhd?


I rank it as non qualifying asset.

Sendai is one the best propositions for 2017.

sailang means you are willing to bet the farm...and keep buying if it keeps going up, to a certain extend.

it obviously means a very very small number of core holdings not like those unit trusts who sprinkle over a hundred stocks.


sailang means take a meaningful size ...it must be meaningful or forget it.

you see raid...you got no business sense and worse , got no judgement.

For the year ended 2016, CSC has an operating cash flow surplus of $ 114 million. or 30 sen per share. ....and they call that a difficult environment and bad quarter?



CSC remains a very good proposition., with record revenue in the last quarter.


As for UMWOG...............well, if PNB cannot trust, no need play shares in Malaysia loh.
Petronas wants the consolidation, Petronas will make sure UMWOG succeeds.

the real question is how long can Donald Trump last?

Q1. Why do you use (*0.4 to convert the price?)

2 become 5

well....both UMWOG and CSC is one of the better propositions in the KLSE today..................but probably not suitable for sailang.

especially since I don't have any.

my target is $ 3.50 or $ 1.40 ex and I will be out of here.

stay focused, learn from experience and continue learning.
if stockmarket is a business,

you have to have a business like approach, not a mediocre approach.

silom

aim low can be a good strategy?

is it safer to be a loser, I wonder?

silom > Feb 19, 2017 02:00 PM | Report Abuse

manmy, sailing risk is very high, like a poker game when you have full house, but doesn't guarantee win, diversify safer for most ppl

my own experience.............

I am doing much better now that I choose to be more focused, more selective, take bigger positions, accept more risk,

and recognizing that in the natural state people prefers a bird in hand more than 3 in the bush even when probabilistic speaking 3 in the bush is worth more....that people prefers safety to rewards but super investors has over come such limitations.

well argued and a good proposition.

But only one question....why is Temasek so generous to Malaysia and not put it in Singapore?

agreed with you sailang is an art, one of the most difficult for normal people to do. But, on the other hand, it is the pathway to unimaginable wealth practised by all super investors including the ever so cool Warren Buffet who talks one thing and spends his life in sailang world.






joekit > Feb 19, 2017 12:25 PM | Report Abuse

sailang is an art. i hope sifu stockmanmy can share some real experience of his on his sailang art. Not everyone can master this.

sailang means don't buy any thing until/ unless you are willing to bet the farm.

if you will never buy a stock unless you are willling to sailang..........................

that would be the fulfillment of ricky yeo strategy.

Warren Bufett would double and treble on this.

..I like both wealthy and jaya.........

stay focused , confident and .......sailang.

raid


put money in PNB stocks sure better than money in raider stocks.

you cannot rule out that possibility


youkian2 > Feb 18, 2017 07:02 PM | Report Abuse

Those people who bought on LAST FRIDAY can't be ALL silly people.

sure will not go bankrupt?

Dynamic Investing...your license to unimaginable wealth.

well...you are out of your mind...sure explains a lot.

well...you are out of your mind....sure explains a lot......

I don't have access to your private accounts...my opinion is a projection based on poor judgement of character.....Warren Buffett is an excellent judge of character.





stockraider > Feb 18, 2017 01:14 PM | Report Abuse

Mammy,

Can u give specific area ....where raider lose big leh ??

super investors are focused. All of them.
optimism and focused...your licence to unimaginable wealth.........together with sailang.




geary > Feb 18, 2017 01:31 PM | Report Abuse

Bill n Melinda Gates identify the secret to Warren Buffett's success, n science agrees! The secret is his unceasing Optimism. "Optimism is a huge Asset." Bill n Melinda Gates foundation's annual letter. "We see this in you Warren. Your success didn't create your Optimism, your Optimism led to your success." "No matter where things are right now, he knows in the long run they are getting better." Bill & Melinda Gates Foundation has more than 50% of Berkshire in its portfolio's of more than 10 companies. What a conviction to invest more than half of their money into BRK!!!

raider


don't talk cock.

looking at your poor judgement...I bet you are a big loser in the stock market game.

raider and kc all talk rubbish...but don't have what it takes to be super investor.

The behaviour of super investors............

Warren Buffett bought Apples shares and now treble up after it had gone up.

Super investors never sell shares just because it went up.

Super investors treble up when shares go up.

I know but not telling you.

there is no possibility to be super investor if you follow raider and or KC or the media.

think clearly,

if you want to be super investor, you got to be like KYY and or Warren Buffett...go sailang when you got a good idea....borrow from friends and family and margin account and sailang all in.



I got a few good ideas but I cannot share with you just yet...let me be more sure first.

I fail to understand what is meant by "at the expense of others"

if there is misrepresentation, what are the specifics?


if there is no misrepresentation but the share go down instead of up.....where is the "at the expense of others"?

kc

look carefully into the life of Warren Buffett.
He is a sailng man all through his life. From the moment he borrows money from friends and relatives to buy into a bankrupt textile company into the present day, he has always been more than willing to bet the farm when he has an idea. WB is not your typical portfolio manager.

The difference between him and lesser beings is that he is right.


==============
Every super investor is a sailang investor. Look at how Warren Buffett is a sailang man all his life.

WARREN BUFFETT A SAILANG MAN? WHERE YOU GOT THAT? SAILANG WHAT/

man is a social animal.

Trump America is very unnatural.

Trump America................It produces an unlivable state.

cannot live one.

kc

you cannot talk about dishonesty of others without proof. That is called hearsay and defamation.
take the case of CSC Steel. I write good articles about it because that is how I felt about it....at that time.


things change, new developments, company started selling treasury shares.....nothing has been dishonest.

that is a very cynical view.

I view regulators and regulations much more positively.

you crazy or what?
MFRS is to protect/ strengthen banks, not to kill them

paperplane2016 > Feb 16, 2017 11:51 PM | Report Abuse

By the way, I avoid Banks. As mfrs9coming, huge impairment might comes

you can or cannot stand is you.....but not illegal nor immoral to teach people how to be super investors.
Let me tell you how to be super investors....its two words, focus and margin account. This is your passport to unimaginable wealth.

learning is by practise...by doing, by forecasting, measurement, and revise.

Focus and margin...I learn a lot. The way to unimaginable wealth is first to unlearn what other people do

Every super investor is a sailang investor. Look at how Warren Buffett is a sailang man all his life.




=================


kcchongnz Posted by stockmanmy > Feb 16, 2017 05:37 PM | Report Abuse
Worse case is margin finance is also promoted heavily, even with investment bankers in the promotion talk to entice those present to

Worse case is margin finance is also promoted heavily, even with investment bankers in the promotion talk to entice those present to buy those stocks promoted,with "cheap" margin financing rate.

This I can't stand. It is really really very very bad.

================================


why? you against capitalism

margin finance is neither illegal nor immoral. It is the oil that grease capitalism.

Air Asia ex div.....$ 1.58 after $ 1 dividend...then what?


if everybody buys cum dividend, who buys after ex dividend?

all these forex stuffs very misleading one...imagine, if AA sets up a Bahamas company and borrow US$, what is the effect?

the effect is translation loss straight to reserves never passing through PL.............no eps implications.






Icon8888 result should be affected by 300 mil forex loss

my guess only, not very sure

The Trump collapse with be proportional to the Trump rally.
Its all about timing.



stockraider > Feb 15, 2017 09:48 PM | Report Abuse

Yeah...if u have early ...recognise trump...as great positive to the mkt after his election wins....U already a super investor loh...!!

with money growing on trees, you should be all fat, not bones.

riader...whoever become a super investor if selling with every little profit?

on the other hand, if every time, got a little profit want to sell, how to be super investor?

a good reply because a good guru is one that cannot be pinned down.
lol.

you got future.

=================
90% of retail investors lost money listening to the "advice" of gurus. The 10% who make money because after listening to the advice, study the company themselves, and make their own decision whether to buy or sell.

Of course the caveat is you must know what to study.

There ain't no tooth fairy in the stock market.