Mr KOON, i spent many hours on this site today, surprised that u just started to write here. THe young nowadays r really biadap & kurang ajar it seems, and many dont see the bigger pic u r trying to tell.
Anyway, something strikes me,i think i need to stopby to see u in ipoh, for a bigger plan. ALso, to re-analyze jT's annual report. Vinext@gmail.com me pls, tq

Mr koon,fyi,SAB is super undervalued since i 1st spotted it many yrs ago. The family is probably richer than IOI;s lee. They finance Lee. SAB's hummrock estateis abt 1000ac+, another parcel is privately owned by the shareholder,both r nex to SP setia. A big developer has approached them lately. Goin by RM4-5/sf, the land value is bigger than the mkt cap, but 4-5 was too conservative

1) for the last 20-22yrs,80-85% msia FM can't beat the mkt,same for the USA, & all over the world.
2) i began to see ur points:
a) 62,700 ha is alot,that's abt no7 in msia?
b) u r betting on darkhouse becoming tomorow's star,
TSH SOP r not value buy cuz they were ur ysday's star
3) but i stil dont undstand how u interpret rm800m debt & peet land issue (i was hoping u wil say 'dont forget timber is stil making $ to service such gearing")

just to add the chart of Jtiasa is wrong,cuz it's not adjusted for bonus/spilt or anything,cuz it's only up frm abt 50c since 2009 feb,and down fr rm3.xx, not frm 9.xx

jupiter,that's wat i mean, tq 4 naming pinepac

anyone wanna share his analysis on MKH/metro kajang (PE expected to drop to 5x in 1-2yrs to come & SHChan (which is making paltry profit in recent quarters).
anymore undiscovered palm oil co esp those not listed under palm oil sectors. TQ 4the sharing to all of u.
Well done with this pick, buying tomorow's star,not yesterday's champion

anyone wanna share his analysis on MKH/metro kajang (PE expected to drop to 5x in 1-2yrs to come & SHChan (which is making paltry profit in recent quarters).
anymore undiscovered palm oil co esp those not listed under palm oil sectors. TQ 4the sharing to all of u

anyone wanna share his analysis on MKH/metro kajang (PE expected to drop to 5x in 1-2yrs to come & SHChan (which is making paltry profit in recent quarters).
anymore undiscovered palm oil co esp those not listed under palm oil sectors. TQ 4the sharing to all of u

anyone wanna share his analysis on MKH/metro kajang (PE expected to drop to 5x in 1-2yrs to come & SHChan (which is making paltry profit in recent quarters).
anymore undiscovered palm oil co esp those not listed under palm oil sectors. TQ 4the sharing to all of u

guys,give uncle KOON a break. I think he's just getting overly excited abt finding a good stock & is trying very hard to explain his excitement. I didnt take it offensively though his response was a shock to me.
But it's also showing how we can hv an edge over the pro, the best n big boys at time.
i'v ntg to proven here,so i think i shud able to ignore n withstand the blasting. AFter all i did name my biggest losers that is totally a write off, and actual return for top pick is only mid teens

lmenwe,give uncle koon a break. I revere him for wat he did t charities, investin community n the nation building.
HouseOfFords, time wil tell. U r right though.
Fatcat,can u paste the link of that mr teh? curious wat he wrote,lol

jan18 star page2,Kretam, 1info not in it,fyi is it planted abt 130trees/ha if not mistaken,or whatever the figure is,fyi, it is 10%lesser than that of IOI. Housefordos, 1yr is short,but it's nt the length that count, what is ur holding, name it. And take my advice,sell all ur stocks. Dont time the mkt,but fr this time & once every 7-10yrs,ucan do it

housefordos,not here,wil tell u when i meet u.Thegood part is it works even if when i m dead,meaning, it cal be automated,bad part is it cant be fully automated like DCA. Experienced? learning nvr stop,but i m quite sure more experienced than most rookies here,i can tell one's level fr his writing

all the chan kar went quiet now, really chan

wow,so many active ppl. Sory i wont be able to name 1by name when i reply but a better way is to use ft.com that reflects all split,bonus,etc.
I've checked, kulim was bought in 1999 or 2000, at a price way higher than my target (long story when ,say, ur bro/dad dont take instruction well). There was a kulim-WA for 2stock held,sold at 4.50 or so,m also given Wb, wc,90.4c specie/capitalrepayment from selling KFC, bonus etc. When i discount the WA to present value using high discount rate, the cost price is very very low, boosting the return to nearing20%. I dont know my return,cuz i dont peruse it that way.
The portfolio return is not good,after 15yrs of investing only i truly master or rather,understand what is value investing. what i did was to guess tengboo's portfolio and managed to guess 4 of the 13stocks back then, that time,i realize i'v reach another milestone.
Mahsing give good return too. But lazy to mentioned.
Some star performers did disappear,eg: my megan media, transmile. My fair share of failure, a total write off.
The guy who echoes my concern on high debt of Jtiasa is brilliant. Jtiasa has performed,but to sustain good return,such high debt is a stumbling block.
FIRST RESOURCES is a crazy stocks, huge cash hoard, low gearing, huge unplanted landbank, 60%gross margin b4 COGS.Since mar6-11 2009,it's up 1050%

i've nvr been active on any stock discussion page, this is my 1st. It's an honor to be able to chat with mr Koon,if he is the real 1. Based on the response,there's no need to engage here. With internet,a lot of ppl can hide behind the screen& start to google,then returns with tons of info/response.
(what u r abt to read in next line, is the boldest & most arrogant line u've ever read in stock forum)
well, here is my challenge, arrange a live TV, internet/radio discussion,forum, debate,i can go on air live, to talk abt all sort of investment topic, assets class, econ, etc with those jokers who seek to provoke me here. Meaning, we both wil be on air live,there's no laptop for u to google, the moment i wann talk abt Jtiasa debt,i must be able to retrieve fr my brain it's abt rm800mil,abt First REs GPM is abt 60%.
I'll read out the time i bot kulim, the bonus, the div etc, there's no chance to say 'wait,i check 1st in net'.

oh yes,btw,if any1 think he's good, my hedge fund friend has an open bet (like that of john train's), he wil pick 1 stock, u wil pick 1,period is 10yr, just 1stock, $100k bet. Of cuz if u buy tiger or harvest, u wud hv beaten him but u wont know it 10yrs ago tat they wil fried it 10yr later.

i know who is mr koon long ago,i moulded my invtg method long ago but if u r reading this,i urge u all to learn from him except for his insistence /failure on having an open mind to listen to other ppl's comment on it's debt, geography issues.

I dont know my stock prices, KLCI,emas 90% of the time. In Msia, u cant follow peter lynch or buffett blindly unless u can syntheticize buffett 99%.
But it's rather diff given today's environment. If u r young in ur 20s or early 30s and r readingthis ,here r some golden words:
1) forget abt stock investing,focus on making $ when u r younger
2) acquire specific skil/knowledge (excluding fin'l analysis on equity)
3) if can ignore equity investing, buying property 15%/more,below bank value (all other hold constant) with positive cash flow & cap app potential & full leverage is a no brain
4) forget abt buffett advise on no leverage, it's ok if u knw the propty game
5) dont follow KOON's advise on leverage on stock,cuz u r not him,u duno how he structures it, eg: how to avoid the margin call thingy
6) it's hard 2beat the mkt, dont bother. Also dont bother with DCA dollar cost average, VCA value cost averaging. I'v found better way that work on all stock mkt./exchanges
7) everything buffett taught is correct,but if u follow him,u would hv avoided best investing opp for msian,aka palm oil,banking stock,
8) 90% of u here,cant beat the mkt,and wont,and 80%wil lose

the answer to my Q abt no-recourse CDS isssuer is Primus guaranty,my gmail record is a proof that i was my top pick,it surge fr 30c to abt 3-5.
Of cuz, chan kar like that bugger who keep blasting me,dont even know WTH is non Recourse CDS issuer

my Kulim is up 1500%, TSH 1000%, ijmplant <1000%, i owned them.
top pick i didnt buy but my mentee buy after they went up alot,hartalega,aeoncredit, return 1300% 600%^ from target price,all record in chat histry of skype or msn,
if i'v a time,i wil like to run a real-cash portfolio vis a vis urs, much to learn fr u, warren buffett of msia

uncle Koon, i rmbr u r a dato,maybe i m wrong. But anyway, after careful study, jTiasa has 2 issues:
1) huge debt 2) estate is in srwk, not a superb location 3)there r also better choice like srwk plant, TSH, Firest-Resource, MKH, SHchan, why r u not targetting those instead