However, I would like to reiterate that it is more for sharing of investment methods and strategies. Notice that I have never asked anyone to buy or sell any share I wrote about but just share the fundamentals of investing.
1) BIMB-WA. With the maturity so far out in future, is it ok to 'but-and-hold' these warrants?
2) FIBON. The public shareholding spread is an issue here. How much, if any an impact is this having on liquidity and price discovery? The company has got into the factoring business. Why is a high-tech polymer manufacturer venturing into such business?
3) Kuchai. Does it not concern you that such a good company on paper, does not seem concerned about dividend distribution or buybacks? And does this not affect liquidity/price discovery?
Posted by lepaklangkawi > Jan 13, 2015 10:28 PM | Report Abuse Hi KC. TQ for sharing. Couple of questions
1) BIMB-WA. With the maturity so far out in future, is it ok to 'but-and-hold' these warrants?
You have to know about what make up the value of an option, and how to estimate them:
Value of an option = intrinsic value Plus time value
2) FIBON. The public shareholding spread is an issue here. How much, if any an impact is this having on liquidity and price discovery? The company has got into the factoring business. Why is a high-tech polymer manufacturer venturing into such business?
Me: I am an investor, not a trader or speculator. So shareholding spread, liquidity and price discovery (?) are not that important.
I am just a small time investor, not in the management in Fibon, neither am I a professional analyst. You should ask them. For me I find that business is insignificant.
3) Kuchai. Does it not concern you that such a good company on paper, does not seem concerned about dividend distribution or buybacks? And does this not affect liquidity/price discovery?
Me: If everything is good about Kuchai, will it be trading at this price?
Kuchai is like kseng 5yrs ago. Unless something trigger them to unlock value, if not it will never happen in inCrease of price. Why shld the major shrholders share it with u.
wa so many stocks, kian wei bro, i also feel like wanna play can help me make 1? i wanna put RM100,000 all in flbhd. kikikiki, no kidding, really. seriously.
Posted by koonthebest > Mar 7, 2016 07:26 PM | Report Abuse critics should ask why they are still poor! PONG PONG PONG! not even one stock delivered 100% or more returns! PONG PONG PONG!
The portfolio of 25 stocks returns 15.2% since it was put up by Tan KW, not me, just to share with i3investor forumers the principles of value investing.
Till to date on 7th March 2016, the portfolio returns an average of 15.2%, compared to the drop of the broad market of 3% for the same 5 quarters period, or probably a compounded annual growth rate of 12.5%. This beats the return of the broad market by a very wide margin for the last ten years of about 6%.
If I can maintain this return for long term investing, say 20 years, RM10m investment will become RM105.5m, compared to RM32.1m if you invest in the 30 component stocks of Bursa.
I will be damn rich then. Why did you say I will still be poor?
So what is this “PONG PONG PONG”?
So why do you want to compare this portfolio with the one-year return of the competitors for 2015 stock pick challenge?
Was that put up by me to be in the 2015 stock pick challenge?
And what is the results of your portfolio in the 2015 stock pick challenge? Please show!
PONG PONG PONG! 10 million you got ah! do not dream empty tong! 1 million you got ah! if yes, please show me! donate 3 students to complete degree! 160k only! can ah! ok ah! empty tong kcchongnz! PONG PONG PONG!
Posted by koonthebest > Mar 7, 2016 09:17 PM | Report Abuse PONG PONG PONG! 10 million you got ah! do not dream empty tong! 1 million you got ah! if yes, please show me! donate 3 students to complete degree! 160k only! can ah! ok ah! empty tong kcchongnz! PONG PONG PONG!
Did I say I got RM10m? And how do you know I don't have?
did I say I have donated 3 students to study? How do you know I don't donate?
Answer my questions.
The portfolio of 25 stocks returns 15.2% since it was put up by Tan KW, not me, just to share with i3investor forumers the principles of value investing.
Till to date on 7th March 2016, the portfolio returns an average of 15.2%, compared to the drop of the broad market of 3% for the same 5 quarters period, or probably a compounded annual growth rate of 12.5%. This beats the return of the broad market by a very wide margin for the last ten years of about 6%.
If I can maintain this return for long term investing, say 20 years, RM10m investment will become RM105.5m, compared to RM32.1m if you invest in the 30 component stocks of Bursa.
I will be damn rich then. Why did you say I will still be poor?
So what is this “PONG PONG PONG”?
So why do you want to compare this portfolio with the one-year return of the competitors for 2015 stock pick challenge?
Was that put up by me to be in the 2015 stock pick challenge?
And what is the results of your portfolio in the 2015 stock pick challenge? Please show!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Tan KW
1,408 posts
Posted by Tan KW > 2015-01-12 17:34 | Report Abuse
i believe he is willing to share his knowledge with us.... he always do that and most of us benefit from his kindness sharing....
@kcchongnz, if you do not want to share this... inform me & i will remove it.