我國的投資環境變差，但也會催生一批汰弱留強後的冠軍公司，可以在大環境中嶄露頭角！

Too early. Although I agree follow bone gor never wrong.

Because his returns so low mah.....haha

markgor, Tung, yes! But still too conservative! Power plants especially Don Sahong has 25 years (am i right?), so at least 20 times PE (up to 40 times).

Low cost, high income visibility, market will like it very much once it is done.

天氣熱是你的地區的情況，這兒這個星期感受到前所未有的寒冷，痛苦！

想想超級颱風去過日本後的影響吧！

五百萬？玩泥沙咩！

說得真好。段永平悟道了！

Management has highlighted the possibility of this to happen. On the other hand i certainly hope to get more shares at cheaper price.

納吉優柔寡斷，又怕會輸，不到最後一分鐘之前的兩個月都不會大選的。

Remember Iraq and Kuwait years ago? The Iraqi won't give up a single drop of oil, tension will not be eased easily. It's bad to say that, but money money comes in.

BRENT should reach USD60 within the week, huat lah!!!

其實習去產能deleverage是英明神武，但是有朝一日錯就一錯到底，這個險冒不起啊

Kb kb kb

這是為中國人漂白。不幸吃到地溝油炒面，噁心死了！最近聽聞臭豆腐用糞水浸泡，聽到都想吐。還有林林總總的化學食品，kb x 10000。

中國的經濟體是扭曲的。好做的官營了，不好做的、風險大的民間做。資本沒有好的回報只好造假。日本經濟雖然也是非常困難，起碼人家是有檢測的，檢測要造假起碼比較有難度。

孫正義有勇有謀，真英雄也！

習這幾年也許能為中國幹一些好事，但集權後不容「犯錯」，將為中國帶來新一輪的災難。嗚呼！

Business forum, loh, keep it pure.

暴露了你菜鳥的身份。

「踩着散户尸体的专家」，這本身就是一句大大有語病的說詞。你虧了，「專家」就賺了？是輸了錢的人的藉口。

股價升了，水漲船高，所有持有該股票的錢都多了。股價跌了，所有人都會有損失。

你的無知，是當股票跌了，而你不知道為什麼？所以你認為是別人整你，產生了「專家」害你的幻想。

股票會起，一是長期的前景展望好，再加上某個特殊時間點（財報前十五天、三十天，某個重大的消息會宣佈或可能宣佈），一篇好的文章、經營者發表重要的談話讓真正的投資者產生購興等等。

股票掉了，某個重要的逆風已經產生，但是你不知不覺，還沉醉在以往的幻想當中，輸得阿媽都不認得。

長期的趨勢是最基本的，而你連這個都不知道，還裝什麼？

另一方面，一個嫻熟的投資人，在極短時間內就要了解個股全盤的生意，對像你一樣對實際生活沒有了解的人是很難做到的。

I sailang when i receive my land sale money end of month. Gogogo!

今天表現超過了大紅花，一篇好的文章厲害過一撥江魚仔！

公司目前還沒有經常性盈利，對比大紅花，這是其短處，也是投資者的一大機會。

閱過公司年報，公司的管理層說到做到，而且很有商業頭腦，是我最喜歡的類型。

我相信三年後，假設油價七十美元，日產油一萬桶，盈利將是億億聲。

當地政治穩定，油產豐富，是不可多得的好投資。

king36, KC沒有什麼大志，平平安安就好，這些超級股他哪有這種眼光。

可是，只有自己夠強大，才不用靠別人！

打工始終都是受制於人，要立下志向，自己插旗，哪怕是要花個幾十年，也要建立屬於自己的事業！

只能說妳夠努力！

你這種單一幼稚的思想，誤人誤己，學多二、三十年吧。

Wow, felicity vs bone gor.

You stopped the rise, instantly. Lol

Unfortunately most companies and decision makers in the world are not rational, they just follow what the others are doing or pursue their own goal. Professional managers is what we need in this market.

Orange創立時年年虧損，通過大幅補貼用戶爭市場，不要臉的亂打一通，當然令對手很頭痛。最後對手買下它，也是逼不得已！

這種蠻幹的手段也能成功，多得李嘉誠平日的堅忍、節儉以及對員工的信任了。

Well written!

你寫的有若干錯處，基本知識要多加強，要多加努力哦！

別的不說，一畝地rm28,000, 一公頃rm70,000才是市價。

Andra, agree!

Reach will start another round of "charge" tomorrow and monday, gogogo! Oil trend is really energetic, last chance to hedge for demand side, expect brent to cross USD60 by end of this week.

For the moment MYR is weakening against USD and Oil is approaching USD60. The best bets in Bursa is Hibiscus and Reach where both factors are favourable.

However, happy time ends fast. Prepare for impact of Trump's Tax Reform's.

西方國家的檢舉系統不是鬧著玩的。

不知你是不是抄來的，但這篇看起來像樣多了。

還是老掉牙的老故事，輸到脫褲不見他講。訪問者應該有點責任心，提醒投資者官老爺的劣蹟。

但是官老爺還是有一些值得大家學習的。一、投資年限要長，要有學習能力。二、學會了投資以後可以善用槓桿。三、沒有了。

Nonono, GCB is RM1.83 now. Great insight you have!

Well written!

More to come!!!

Gogogo!!

Recovery to 75c is natural.

Andra, agreed! Will buy more.

李嘉誠出身貧窮，年輕時還有一點可取之處，致富後搞壟斷，做生意不留餘地，對實體經濟其實有極大傷害。

萬億王國終究在他身後瓦解！

我想了一點，可能你的老師教錯了你經濟學原理，讓你誤入歧途？或是你是自學的？你喜歡空談空洞沒有生產性的東西，對於實體經濟有很大的敵意！你對於利民、利商的措施更是深痛惡絕，活脫脫是股壇恐怖份子，只摧毀不建設！

其它讀者們，簡而言之，巴菲特成就比較難以複製，也不是不能！指數百萬點確是正常現象，可以被複製的！

你懂個屁，不切實際的啊朱！

Very soon super investor will forget you stupid imitator. Haha!

Well done, good bye!

Fair enough.

Obviously investors have a better sense of things than Public Research, as in most of the times.

This is the moment where the strong oil companies start to make big money and most of the less mighty passed the survival test. Congratulations, the spring has just arrived!

Oil is on a technical breakout, surprise oil draw, Turkey/Kurd tension etc, oil is looking good.

Again, today buy more....

Personally I agree bjcorp has a lot value, and probably starts rising in the coming 12 months. But I think it's more like going to 42 cents rather than rm1.50. Rm1.50 will take a long time.

Will make big money sooner than we thought. The oil is of higher grade and huge oil reserve underground possible.

The management is very smart looking at their moves.

Speakup, Reach is still small so fixed cost higher, as she grows fixed cost will be lower on average. Their average price was 36- sort of range only last time.