jason

KYY Golden rule Stockmanmy Dynamic Investing works like magic in the coming months.

then at least I have tried but not getting involved in forgotten stocks like Choo Bee

http://klse.i3investor.com/servlets/forum/600111606.jsp

then too bad...that is my karma.


greedy then focused

safety in diversity
greedy then focused

good, very good.

plane

look at this felicity

5 stocks and he managed to diversify so well, and all with good reasoning.

agree with Calvin

stupid TA article.

In my opinion, Genting, Mmc and Ekovest are all grossly under valued

Gamuda cannot be justified on any valuation model

Which you like, Jon?

jon


it may be the biggest and best contractor in Malaysia....buy Gamuda for what? at such a large market cap?

How to justify on fundamental basis? on dividend model? and what is those Chinese do every thing themselves?

forget Gamuda la.....plenty of better picks.

Gamuda is for widows.....young man should look for young contractors.

really

it needs $ 800 million profits just to stay even.....share price wise....I will be more bullish on under valued MMC or even better is Ekovest if you are into blue chips.

Talking about blue chips, , the best pick will be Genting.

this Felicity is Class A genuine investor.

talking to this OTB is like talking to dead wood

Choo Bee make a bit of money this year from drastically cut down stocks and operations in a slow environment in an environment of rising prices earlier this year....its a trader of steel products (50%) and manufacturing of pipes for developers (50%). No need to wait one year. Next quarter will show a collapse in its PL

But, OTB, you very smart, when ever things go wrong, you always give yourself one more year......just like that Gamuda -W....

Its Dynamic Investing....not static Investing....don't just look at the Company as at Balance Sheet....look at it Dynamically.

CB.....OTB

Look at the revenue, stock, debters, creditors, factory costs....every thing drop, drop drastically.

Yes, they are preparing for bad times....not that it is a bad strategy, it probably is good strategy.....

why ask people to invest in a company (for 1 more year) that is preparing for tough times?

raid

in a world with so many stocks traded with huge discounts to NTA, you should look for one also has a good business. Choo Bee not it.

I was holding KESM at $4 , NTA $6.....I thought shit, its business can't be that bad?

well, it wasn't.

but Choo Bee is in far worse situation, business wise,

plenty of forgotten stocks and time wasting stocks that fit your description.

no free warrants from you?

raid

people buy shares to make money
not buy shares to admire

Hibiscus 35

I thought I was very smart to sell at 33 yesterday.



Buyers are consistent irrespective of what people say

It has a life of its own as people sense it's their turn

raid

Ben don't play in KLSE
You do.

icon


KYY golden rule

both the buy side and the cut loss side works like magic.

next installment....the pros and cons of KYY buy side, what stocks to choose and for how long.

understand why it works like magic and why some times it doesn't.

There is no margin of safety in NTA

only got forgotten stocks, only got time wasting stocks, plenty in KLSE

got discounts gets bigger and bigger.

until one day it is taken private like Karambunai

but its a numbers game for institutions holding hundreds of different types shares, not for retail.

wrong...you got no control over company NTA, you got control over your house.

raider

what is the use of high NTA cum forgotten stock...the market is full of those dead horses.

Ipoh has been voted the 5th best place in the world to retire to. Can't remember the other 4.

mall portfolio?
KYY portfolio big enough or not?
the 10% rule is extracted from KYY golden rules.




=======================
Icon8888 Small portfolio

raider

go and buy properties or buy reits la


you want more safety, can also buy unit trusts....unit trusts in Malaysia quite good.

Margin of safety is another subject I will soon address.

There is no safety of margin from FA or from NTA or cash.........

Margin of safety comes from only one source, it's called diversification.

As for Choo Bee, clearly I advocated the strong sell why it is still above $ 1.80. .( all the way down from $2.20) ..by the time it is $1.60, I just keep quiet even though it is still better to use the money to buy CSC .....what I see , Choo Bee $ 1.50 and become another forgotten stock.......and CSC $3 in 3 months.

NTA or even cash have never attracted me to buy a share which will soon become another forgotten stock.

Icon

Professionals are not distracted by exceptions. Much like poker players. They go with their Maths and their plans and don't get distracted or discouraged by losing hands.


Have a plan....a 10 % cut loss plan is the simplest and still the best.


The bible of Dynamic Investing.


Anyway....icon.....what is the commission rate for internet trading nowadays?



It's so negligible, it's good to get out and think clearly can always get back in. No harm.....for not being stressed out, the decision is probably a better decision.

I pass my fight to caishen....really God of Fortune and determined fighter.

like e commerce and Pos...go buy Pos la....why bother with DRB?

tk


new job so what?

old jobs get finished, new jobs to replenish.

contractor, not factory.

keke


quarrel over $ 2.25 or $ 2.17.......no wonder you are ikan bilis and KYY is KYY.

gadang....at 90sen ( cum all of $ 2.25) is not cheap in historical terms......you been warned,.

bintang.....both KYY and I have written extensively on Gadang. Either you believe or you don't.

I bought a little bit with play play money at 91.5 sen on determination of ESOS pricing. For one reason or another, shares generally do well for 1 or 2 weeks after after determination of such pricing because this is the marketing period.....after that it is previous trend resumes.

icon


This year, I have my fair share of profits in AAX, AirAsia warrant, KESM, Ecovest, AEONCR, Bornoil, Lihen, Keinhin and no notable failures.

it is such a mixture I don't think it is about FA or TA ( TA would not have helped me to maximise the profits, it is more to do with psychological factors and in all cases, my mistake is to sell too early.)

anyway, I don't use spreadsheets and any advanced jargons

Dynamic Investing is a necessary and sufficient condition.



On Tek Seng latest results, I looked at it and I see a potential bankruptcy within months, Others may see $ 11 million cash in the bank, laughable, or a temporary setback.

Choo Bee is a clear case the $4 NTA is no use and a clear case of a sell as it approaches the peak
Gadang is hopeless case once its last quarter results are announced

tk

Its business then people then numbers in that order.

You see that every where

That is how we can get Facebook and Amazon and Uber valuations.



in PE terms.....it is called the X factor. Normal PE plus X factor.


Don't leave home without X factor.

"I call it Dynamic Investing. I can also call it KYY investing . Its the way forward in the investing jungle. He made it but how? KYY is a practitioner of Dynamic Investing invented by KYY. I am the St Paul, the Mengtze spreading the message that can save the world .........the retail investor world."


KC...not bad eh?

you talk about no margin.....
but margin is so helpful in growing wealth

every entreprenuer I know has used borrowings in their lives.

Dynamic Investing is for the budding entrepreneurs, those with ambitions to be rich , rich like KYY, those who want the stock market to make a difference.

if they die trying, at least they die trying.

icon''


soldiers die....that is a Law of the stock market.

anyone no critical thinking skills, no skepticism , no independent thinking space will die. Blind blind follow internet sifus will die and die already still don't know why. Sooner or later will die. More profits die faster when time come to die.

That is why I wrote the series on Dynamic Investing, more to come.

icon

performance can always be better but I have no complaints.

I am still alive and kicking and with positive returns.

chua,

although Mycron is not on my radar because I prefer CSC, I think no one could have predicted its rate and speed of collapse.

I did not buy Mycron at the peak because very on I have chosen CSC and because Mycron management is not to my taste.

But the price around now and last few days is definitely to my taste.

AeonCr, the micro finance king of Malysia will surprise everyone living in NZ.

Calvin

Wrong horse.
Much as I admire Dr Ma, his horse cannot pakai

KC

those wanting a bit more diversification can pick up AeonCredit., enormous potential here.

KC


It is not PLP that my current portfolio is heavily focused on CSC Steel, and exports like Lihen, Focus Lumber, Latitude . It is Dynamic Investing at its best. Earlier in the year, I was into diversification, now, my Dynamic Investing model suggest I go full focus on CSC and exports.

calvin

go ask raider whether it is better to buy Choo Bee for its $ 4.00 NTA or CSC for its game changing event.....

I think I have convinced raider, CSC is the better deal, not sure though.

ven


OTB refers to my posts / criticism early part of this year when I saw his portfolio and gave my negative comments.....


I am not the one keep repeating long forgotten stuffs....old stuffs.

That OTB elephant or what?

ven


Why don't you do some research and come up with better performance measurements taking into account risks, beta and alpha , then we talk?

enough said....The criticisms dated early part of this year were directed at your 2016 Competition Portfolio which you now or earlier acknowledge is no good.

so, what is your problem?



Posted by Ooi Teik Bee > Dec 12, 2016 05:40 PM | Report Abuse

I had acknowledged that my "Stock pick in 2016 competition" is not good

From the annals of Dynamic Investing.


http://klse.i3investor.com/blogs/stockman/110801.jsp