Posted by probability > 2016-12-09 23:33 | Report Abuse

aiya! paperplane want to follow duit style...no good!

Posted by Stanley Druckenmiller > 2016-12-10 02:16 | Report Abuse

Haha. For fun only. Change back anytime mah

Posted by paperplane2016 > 2016-12-23 11:51 | Report Abuse

1. HEVEA: 109,790,000(CASH) - 6,947,000(LTB) - 8,164,000(STB) = 94,679,000 NET CASH
2. LATITUDE: 173,205,000(CASH) - 20,341,000(LTB) - 67,797,000(STB) = 85,067,000 NET CASH
3. LIIHEN: 113,946,000(CASH) - 5,293,000(LTB) - 29,053,000(STB) = 79,600,000 NET CASH
4. HOMERIZ: 57,017,000(CASH) - 0(LTB) - 0(STB) = 57,017,000 NET CASH
5. SIGN: 71,041,000(CASH) - 18,531,000(LTB) - 2,915,000(STB) = 49,595,000 NET CASH
6. SHH: 31,989,000(CASH) - 0(LTB) - 6,635,000(STB) = 25,354,000 NET CASH
7. POHUAT: 63,631,298(CASH) - 1,652,965(LTB) - 37,584,812(STB) = 24,393,521 NET CASH
8. FLBHD: 21,716,000(CASH) - 0(LTB) - 0(STB) = 21,716,000 NET CASH
9. JAYCORP: 35,951,000(CASH) - 7,384,000(LTB) - 11,636,000(STB) = 16,931,000 NET CASH
10. MIECO: 16,905,000(CASH) - 0(LTB) - 56,153,000(STB) = -39,248,000 NET DEBTS
11. EVERGREEN: 141,018,000(CASH) - 108,952,000(LTB) - 107,633,000(STB) = -75,567,000 NET DEBTS
12. SYF: 1,730,000(CASH) - 51,127,000(LTB) - 64,543,000(STB) = -113,940,000 NET DEBTS

good listing

Posted by stockmanmy > 2016-12-23 11:56 | Report Abuse

since analysts like cash in bank.....

all listed companies magically has high cash balances at year end by delaying payment to creditors.........................................................................................lol.

Posted by starperformer > 2016-12-23 16:56 | Report Abuse

THANK U!

Posted by moneySIFU > 2016-12-29 16:08 | Report Abuse

Well done, paperplane, YTD 31%!

Posted by paperplane2016 > 2016-12-29 18:06 | Report Abuse

PerakCorp is the main reason my result pull down....damn those UMNO ppl, never learn.

Posted by paperplane2016 > 2016-12-29 18:07 | Report Abuse

haiz,next yr probably pick lesser stocks.

Posted by paperplane2016 > 2016-12-30 01:19 | Report Abuse

主讲嘉宾：周金涛中信建投证券首席经济学家、董事总经理；2008-2012年连续5年新财富策略研究最佳分析师

2016年全年都是第三库存周期的上行期，第三库存周期的核心投资标的是滞胀品种，通胀是第三库存周期的灵魂，但是运动模式会出现一波三折。5月份到7月份是空档期，所以个人对5-7月份的风险资产持谨慎态度。

未来四年看，2016年应该是机会最大的一年。2016年之后，2017年到2019年都是现金为王的阶段，主要的投资品种可以以流动性好的保值品种为主。2017年之前是房地产和一级市场股权的兑现阶段。若这个时间点之前不兑现，那么财富就有可能会被消灭掉。2017年应该持有现金、黄金，直到2019年出现重要的买点

Posted by moneySIFU > 2016-12-30 01:23 | Report Abuse

You like this Perak Corp so much, paperplane

Posted by moneySIFU > 2016-12-30 01:24 | Report Abuse

2017年之前是房地产和一级市场股权的兑现阶段。若这个时间点之前不兑现，那么财富就有可能会被消灭掉。2017年应该持有现金、黄金，直到2019年出现重要的买点

Posted by paperplane2016 > 2016-12-30 01:35 | Report Abuse

http://m.wallstreetcn.com/node/281875

Posted by moneySIFU > 2016-12-30 01:48 | Report Abuse

Thank you, paperplane

Posted by paperplane2016 > 2016-12-30 01:59 | Report Abuse

Must read!

Posted by feimah > 2016-12-30 06:34 | Report Abuse

Congrats paperplane sifu.

Posted by paperplane2016 > 2016-12-30 07:24 | Report Abuse

According to this guy, buying on dips during 2019

Posted by paperplane2016 > 2016-12-30 07:27 | Report Abuse

He suggested to hold cash or gold during 2017 to 2019.
For next yr, I suggest hold bit more cash.
Avoid high borrowing ,high gearing companies. When it keep moving up, it will be super tough

Posted by LA777 > 2016-12-30 07:31 | Report Abuse

Hold USD cash better.

Posted by jackyle > 2016-12-30 09:29 | Report Abuse

Morning paperplane sifu, bornoil still worth to keep? I keep till now because of their high inventory of gold.

Posted by paperplane2016 > 2016-12-30 10:33 | Report Abuse

USD might weakened after 2Q 2017 as per prediction of some gurus.

Posted by paperplane2016 > 2016-12-30 10:34 | Report Abuse

Keep Bornoil. no worry.

Posted by paperplane2016 > 2016-12-30 10:42 | Report Abuse

thinking whether to add BJCORP , AIRAsia or not in 2017 portfolio, they are high debts...a bit worrying for next yr.....haiz. Guess I better avoid.

Posted by uncle988 > 2016-12-30 10:42 | Report Abuse

Congrats papaerlane2016!!
Have you decided your stock picks for 2017? more on export and oil?

Posted by younginvestor92 > 2016-12-30 10:51 | Report Abuse

Hope to learn more from you guys! thanks for the sharing!

Posted by paperplane2016 > 2016-12-30 10:54 | Report Abuse

oil I will avoid, property also trying to avoid.
Hopefully some exports, some defensive for next yr

Posted by uncle988 > 2016-12-30 10:58 | Report Abuse

Good luck and hope to see you on the top again in 2017.

Posted by Icon8888 > 2016-12-30 11:02 | Report Abuse

paperplane has chosen his stocks well. He deserves to win

Posted by LA777 > 2016-12-30 11:04 | Report Abuse

Thank you, paperplane.

Posted by paperplane2016 > 2016-12-30 11:48 | Report Abuse

TanKW, can help check on Top10 div payment? Seems to have problems
Airasia ex-26May16 4sens
But the system only pick up RM40 instead of RM400, not sure why

Posted by jackyle > 2016-12-30 11:57 | Report Abuse

Thanks for the advise

Posted by paperplane2016 > 2016-12-30 12:02 | Report Abuse

Also, if you only input div today, some stocks might have share splits, bonus etc, and it will overcount as earlier position is smaller, we need to be extra careful when applying div, bonus etc.
If not if stocks splits x2, and div paid prior that will be doubled counted

Posted by paperplane2016 > 2016-12-30 12:05 | Report Abuse

aiyo, the div system memang got problems, show 100 entry, show 50 entry, show all entry some got some missing...so confusing this system............

Posted by paperplane2016 > 2016-12-30 12:35 | Report Abuse

Let me calculate the breakdown
Airasia-ex 26May=10,000*0.04=400.00
Favco-ex 28Jul=1900*0.15=285.00
Gkent-ex 8Jul=5000*0.035=175.00
ex 19Sep-Bonus 1:4
ex 12Oct-6250*0.03=187.50
ex 19Dec-6250*0.02=125.00
KESM ex-27Jul-5000*0.045=225.00
MJPERAK ex 27May-27000*0.0106=286.20
ex 29Jul-27000*0.0108=291.60
WTK ex 17Jun-5000*0.0249=124.50

TOTAL DIV= 2099.80+initial cash balance 50

My cash should be 2149.80

Posted by abangadik > 2016-12-30 12:39 | Report Abuse

Paperplane, Congrats on your playplay pick. Good luck for 2017. Got increase gold position? Hehehe.. Hardly see people talk about gold in i3 :D.. You are one of the few.

Posted by paperplane2016 > 2016-12-30 12:40 | Report Abuse

thinking to add. waiting 2Q2017 first

Posted by abangadik > 2016-12-30 12:45 | Report Abuse

btw thanks for the link you share yesterday night. :D Hope corporate life is treating you well and all the best in 2017. Looking forward to your sharing!

Posted by paperplane2016 > 2016-12-30 12:48 | Report Abuse

Hope for best..........for time being, my real life portfolio is high on cash actually......hehe

Posted by abangadik > 2016-12-30 12:53 | Report Abuse

dont hope aim for best :D.. hehehe wonderful end to 2016 and great years ahead planegor..

Posted by paperplane2016 > 2016-12-30 12:58 | Report Abuse

TanKW, can help look into my cash after div entitlement as above? Thanks
Airasia-ex 26May=10,000*0.04=400.00
Favco-ex 28Jul=1900*0.15=285.00
Gkent-ex 8Jul=5000*0.035=175.00
ex 19Sep-Bonus 1:4
ex 12Oct-6250*0.03=187.50
ex 19Dec-6250*0.02=125.00
KESM ex-27Jul-5000*0.045=225.00
MJPERAK ex 27May-27000*0.0106=286.20
ex 29Jul-27000*0.0108=291.60
WTK ex 17Jun-5000*0.0249=124.50

TOTAL DIV= 2099.80+initial cash balance 50

My cash should be 2149.80

Posted by Pierre-Simon Laplace > 2016-12-30 13:39 | Report Abuse

Happy new year folk.

You are doing better and better. More substance can be seen from your comment. Keep it up the good job.

I am stupid. I am idiot.
Please forgive me. I wish you long life and have a wonderful life with your family.

Warmest regards

Posted by Luckybb > 2016-12-30 22:04 | Report Abuse

Congrats!

Posted by confuse > 2017-01-01 22:31 | Report Abuse

Do paperplane2016 hold GKent, KESm, etc until 30th Dec in real life?

Posted by paperplane2016 > 2017-01-01 23:00 | Report Abuse

Yes. But very little

Posted by paperplane2016 > 2017-01-08 21:23 | Report Abuse

Perakcorp

Posted by paperplane2016 > 2017-02-14 14:03 | Report Abuse

40% , not bad

Posted by paperplane2016 > 2017-03-28 22:52 | Report Abuse

Looking back now, really good....hahaha

Posted by paperplane2016 > 2017-04-11 01:13 | Report Abuse

Sad. Some stock shall be hold longer term...

Posted by moneySIFU > 2017-04-11 11:43 | Report Abuse

Hi paperplane, I have been in the anxious mode since the beginning of April 2017

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Blog: George Kent - How far can it go? (WealthWizard)
Apr 7, 2017 10:28 PM | Report Abuse
When mkt goes gaga over certain stocks, I know probably this general mkt is overheated. Time to trim down some of my risky stocks now. Thanks Gkent on theindicator

Posted by moneySIFU > 2017-04-11 11:52 | Report Abuse

The feeling is like holding a bowl with full hot soup, 害怕把它给倒翻

Posted by paperplane2016 > 2017-05-31 22:11 | Report Abuse

According to fengshui.no worry until July. So be careful when near July.