Author of Once Upon A Time In Bursa. Believe the stock market can be force for good.
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2016-12-23 16:47 | Report Abuse
great opp to collect and accumulate.
2016-12-23 14:40 | Report Abuse
YeeLee moving up slowly but surely. Well done to all who collected earlier
2016-12-21 15:52 | Report Abuse
YeeLee - good entry price as per when I called out around Rm2.30-2.33. If you believe in the upside potential, can always buy some then average down later on if you fear miss the boat
Vis - i wont enter at current price as I dont have the necessary margin of safety to allow me to sleep well at night. Hence, will just wait for price retracement to enter. IF cannot, then forget it and move on to next counter.
2016-12-21 15:31 | Report Abuse
Margin of safety (safety margin) is the difference between the intrinsic value of a stock and its market price. Based on my latest article on Vis, the FV is 35 sens factoring the cycles of semicon, weak economy growth local / globally, hence at current market price, CKKHEN is correct to point out there is no longer any margin of safety
2016-12-21 15:17 | Report Abuse
I have called out Yee Lee as my final value pick for 2016. Barely move yet. Great potential upside and steady counter. Link as below
http://klse.i3investor.com/blogs/tradeview/110386.jsp
2016-12-21 15:12 | Report Abuse
For those who are late to the party and want to chase, i only have an advice for you, which is to consider your margin of safety. If you chase now with no idea whats going on, you are merely speculating, not investing. This is as dangerous as gambling. However, making money do not have to be that way. If you missed the opp, look for the next one. The market is always there, opp are plentiful. Just dont make a decision and regret later.
2016-12-21 10:51 | Report Abuse
If you all like value investing counters, can check out my call on YeeLee. Another value counter which I called out and at early upwards movement trend with upside potential. But do note it may take some time before it move like Vis. http://klse.i3investor.com/blogs/tradeview/110386.jsp
2016-12-21 10:15 | Report Abuse
Do read up on the counter first before making decisions. Ultimately, you have to make your own call based on your risk appetite as everyone is different.
http://klse.i3investor.com/blogs/tradeview/112112.jsp
2016-12-21 09:47 | Report Abuse
Congratulations to all. Enjoy your winnings but dont forget to set your own trailing stop. As promised, the updated write up on Visdynamics following the recent release of the QR. http://klse.i3investor.com/blogs/tradeview/112112.jsp
Those keen to join tradeview private group, feel free to contact me.
2016-12-20 17:49 | Report Abuse
I will be posting an update on VIs following the recent release of QR and the upwards movement of the share price.
2016-12-20 12:41 | Report Abuse
Have to break through to move towards its FV. Alright to hold. Do not play contra
2016-12-20 12:40 | Report Abuse
Agree with chankp7010. Require long term view when investing in value counters like YeeLee
2016-12-20 12:02 | Report Abuse
For me, I am already very happy with Vis performance in the past 3 months. If it can go up to 40 sens, no need 50 sens, I will be happy enough
2016-12-20 09:27 | Report Abuse
Well done to all, Vis recent QR surpassed even that of my own TP to hit a high of 31.5 sens. Good 55% return in less than 4 months
2016-12-20 09:26 | Report Abuse
As the first to call out this counter at 22.5 sens back in Sept, the QR released is a huge comfort for me to see the management improve and kept to their words. Congrats to all that was onboard since then, it is a good 55% return in less than 4 months. Also it is the best call of the year for Tradeview 2016. Beauty of value investing and FA based is that your patience will be rewarded. Enjoy the winnings and make your own decision whether to continue riding or profit take.
http://klse.i3investor.com/blogs/tradeview/104947.jsp
2016-12-19 15:54 | Report Abuse
the beauty of value investing / FA is that patience usually will be rewarded. I called this since June. on 1st Dec, after the release of the QR, i called for accumulation as well. On 13th Dec, I reiterated the call again.
tradeview Accummulate. Mid termAccummulate. Mid term prospect intact. Opp to collect growth counter below FV. prospect intact. Opp to collect growth counter below FV.
01/12/2016 11:13
tradeview I can only agree. Accummulating
13/12/2016 17:47
For those keen to join tradeview FA group, feel free to contact me at tradeview101@gmail.com
2016-12-17 20:26 | Report Abuse
I called out vis 3months ago, market entry v limited. Now riding high, many are rushing to enter. It will be the same with YeeLee.
2016-12-17 20:25 | Report Abuse
Vis already performed extremely well. For me it is questions to decide whether to profit take or hold on until the upocoming QR. Many asked me what to do especially after noticing I was the first to call out Vis. My only advice, if you are not sure sell half hold half. Dont go all or nothing. Investing in shares is not gambling. You can mitigate your risk and can optimise your return. Be reasonable in your expectations and you will be rewarded. Take calculated risk.
2016-12-17 20:15 | Report Abuse
Called out Magni on 28 Dec 2015 and set a tp of RM5.40. Tradeview 1st Value Pick of 2016. Article here http://klse.i3investor.com/blogs/tradeview/88634.jsp
With the recent more convicted to continue holding
2016-12-17 20:14 | Report Abuse
have continued to accumulate and call out for adding since QR released. Friday momentum was extremely positive. Hold on for more upside.
2016-12-15 15:54 | Report Abuse
I dont agree. In any business, profit margin is key. That may be so, YeeLee topline and bottomline figures grow in tandem. Additionally, there is an improvement in margin. So if before, the valuation was already at 10-11x, why should it not be now? Furthermore, the peers whose margin are equally thin is also trading at higher multiple. So the key differentiating factor for why YeeLee is undervalued is because of the poor DY. Hence, in my article, I would like to see YeeLee management to reward shareholders via increment in dividend.
2016-12-13 17:46 | Report Abuse
I am happy if Vis can hit 30 sens. Anything above is a bonus to me.
2016-12-13 16:53 | Report Abuse
I have called out Vis long ago back when it was only 22.5 sens in Sept. Refer to article here. http://klse.i3investor.com/blogs/tradeview/104947.jsp
2016-12-13 10:23 | Report Abuse
if you read my article, you will understand why YeeLee is undervalued.
2016-12-12 13:53 | Report Abuse
http://klse.i3investor.com/blogs/tradeview/110386.jsp The article on YeeLee as mentioned earlier
2016-12-09 17:51 | Report Abuse
well done CCK. Huge collection today. Must break 70 sens to move towards my TP.
2016-12-09 17:50 | Report Abuse
WIll be sharing an article on this counter during long weekend holiday. Let me complete it asap
2016-12-07 16:01 | Report Abuse
FYI to share : There is no reason not to include the contribution from the associate company when the company use their own internally generated cash to make an investment in another company which directly contributed to the bottomline. This is a clear case of the investment paying off. Additionally, the results even excluding the contribution from associate has exceed the YoY and QoQ profit. This year to date 3Qs alone exceeded last year4Qs which showed tremendous return. The reason why most cannot understand is due to the impact of last year's bonus issue. Verdict : Continue accummulating as it is currently far below the FV
2016-12-06 11:55 | Report Abuse
pesona have to breach 60 sens to turn resistance to support only an upwards movement is intact.
2016-12-01 11:13 | Report Abuse
Accummulate. Mid termAccummulate. Mid term prospect intact. Opp to collect growth counter below FV. prospect intact. Opp to collect growth counter below FV.
2016-11-29 17:29 | Report Abuse
great set of results. 3 quarters of profit surpass full year 2015
2016-11-24 17:03 | Report Abuse
well done perstim, back again after 20 sens dividend. Impressive. Will move towards my early of the year TP of RM7.50 if the momentum maintains. Upward bias in place. http://klse.i3investor.com/blogs/tradeview/89988.jsp
2016-11-22 16:34 | Report Abuse
I have called out Vis to the public on 25th Sept. It was 22.5 sens now. More than 10% return in 1 month. For those keen to follow my calls and pick, http://klse.i3investor.com/blogs/tradeview/104947.jsp
2016-11-22 16:31 | Report Abuse
finally broke RM0.25 and momentum still looks strong
Stock: [YEELEE]: YEE LEE CORP BHD
2016-12-25 10:58 | Report Abuse
http://klse.i3investor.com/blogs/tradeview/112041.jsp