4 people like this.

614 comment(s). Last comment by paperplane2016 2017-05-31 22:11

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-09-21 12:40 | Report Abuse

what you thinking for E moneysifu?
Ecoworld?
ESCREAM?
EDGENTA?
EKOVEST?

I like ekovest. I have little, not much. now not top10 yet. But lets look at situation. I might have more EKOVEST in future as well.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-09-21 12:42 | Report Abuse

Haha, thank you

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-09-21 12:47 | Report Abuse

EKOVEST is defensive. I normally don't play defensive so fast. looking at FED not hiking, Growth stock I guess more safe. KESM,RCECAP, RGB, BJCORP all these growing plan in place liao. 2017 yr to reap profit higher I guess.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-09-21 13:38 | Report Abuse

Truly appreciate, paperplane, thank you.

Mgician

716 posts

Posted by Mgician > 2016-09-26 18:45 | Report Abuse

xxxxx started wit F ?

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-04 12:27 | Report Abuse

nope, not F, hehe

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-04 12:27 | Report Abuse

Buy a lot more Ekovest and RCECap today. This two hopefully they don't rise too fast where I can accumulate more for next yr

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-04 12:28 | Report Abuse

Unload almost all steel stocks after weakening recently. change of plan for next yr.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-04 12:29 | Report Abuse

Top 5 now
1. RCECAP
2. xxxxx
2. GKENT
3. KESM
4. WTK
5. EKOVEST

Posted by Benjamin_8888 > 2016-10-04 13:45 | Report Abuse

No more cscstel in your list?

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-04 13:50 | Report Abuse

Sold down. No longer top 5 not, even top10. Hehe. Now focus ekovest, rcecap, and my xxxx superb stock.

probability

14,460 posts

Posted by probability > 2016-10-04 14:21 | Report Abuse

Hmm...from MoneySifu's comments earlier i am thinking its xx= WCEHB...welcome back paperplane!

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-04 14:41 | Report Abuse

aiyo, why so concern. What suit me might not suit others. we have to make own decision.
It is not WCEHB. haha.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-05 22:14 | Report Abuse

Few wild cards in my mind now, let me write down before forget.
Bjcorp
Seacera
Jxxx
Ekovest
Wtk
Rcecap
Rgb
Ock

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-06 20:45 | Report Abuse

Agreed, one must do homework before making any decision. But at least something to start on :)

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Posted by paperplane2016 > Oct 4, 2016 02:41 PM | Report Abuse
aiyo, why so concern. What suit me might not suit others. we have to make own decision. It is not WCEHB. haha.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-06 20:46 | Report Abuse

Paperplane, sometimes I wonder how did you get to spot those counters, have to order rocket fuel from NASA to chase.
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Posted by paperplane2016 > Oct 6, 2016 07:07 PM | Report Abuse
Wildcard next yr
Ekovest
Lfecorp
Jcbnext
Seacera

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-06 20:52 | Report Abuse

Hehe. I 24 hours on mkt. office read Bloomberg. Look reports, discuss risk, go home look annual rpt, broker report, imv bank rpt. I have an edge over others. I can smell things faster att my desk

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-06 21:18 | Report Abuse

Oh my, that's flooded with lots of info, not anyone can take it unless you have the passion & enthusiasm of doing it.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-07 01:22 | Report Abuse

By the way, oil seems recovering. Some fund mgt forecasted 70 end of next yr. most forecasted 60. I guess can buy minimum little bit oil and gas. I personally like dialog and Delium in oil and gas industry.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-07 02:11 | Report Abuse

Thank you, paperplane, will take a look into it.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-07 23:12 | Report Abuse

Paperplane, saw news from the Star & theEdgeWeekly, will Ekovest benefit from the following in long term? Since IWH-CREC is the master developer of Bandar Malaysia.

Like Gearge Kent in MRT2. Project delivery partner award itself MRT2 job.

-----------------------------------------------
Credence Resources is the 60% shareholders in IWH.
IWH owns 60% in IWH-Crec.
Bandar Malaysia is 40%-owned by MoF, with IWH-CREC holding the remaining 60%.

With an estimated gross development value of RM200bil, Bandar Malaysia is located on the former Sungai Besi air force base. Its development will be carried out over three to four phases and expected take 20 to 25 years to complete.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-07 23:30 | Report Abuse

I hope for best. If ask me Bandar Malaysia inject where, I guess best is ekovest

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-07 23:36 | Report Abuse

Agreed, I think Ekovest will be the natural choice apart from the Chinese firm who holds 40% shares in IWH-Crec. Most likely JV, I guess.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-07 23:39 | Report Abuse

Bandar Malaysia may be in longer term, but it proves Tan Sri's great relationship & connection with Government.

Like YTL & Berjaya in Mahathir's time.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-07 23:42 | Report Abuse

But don't forget, political risk

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-07 23:48 | Report Abuse

Ya, Risk is still risk, anything can happen, but investment & business are always risky, let's hope for the best.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-07 23:56 | Report Abuse

Yes. Manange risk

Posted by younginvestor92 > 2016-10-13 14:08 | Report Abuse

paperplane = dudu = maomaochong

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-13 15:59 | Report Abuse

OTB still the best

If you had bought my Miss Universe stocks in 2016, you should performing very well in 2016.

E.g.
I recommend Gamuda-WE at 0.62, the current price is 1.34.
I recommend GKent at 0.88, the current price is 2.79.
I recommend Gadang at 1.85, the current price is 2.97.
I recommend TGuan-WA at 1.90, the current price is 2.82.

Thank you.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-13 16:00 | Report Abuse

I am not dudu, or maomaochong.

eugene724

175 posts

Posted by eugene724 > 2016-10-13 16:10 | Report Abuse

paperplane2016, u r fortune teller. hehe

Thanks for sharing.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-14 13:20 | Report Abuse

I hope KESM can be>100% like Airasia, Gkent. hehe

confuse

570 posts

Posted by confuse > 2016-10-14 13:22 | Report Abuse

Why Prk Corp keep lausai? Corpse counter like BJ Corp?

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 00:12 | Report Abuse

I keep on asking myself, if rate hike dec2016 and now many anticipate 2,3 hike next yr for us, what will happen with my current stock, will they survive? What do we can do to sleep well. My answer is to have defensive play, better if div has been consistent.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 00:13 | Report Abuse

Follow is my answer. Ekovest. And also need cash company with little or no debt and still generating healthy cash flows regardless recessions. Health-care? Govt related?

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 00:15 | Report Abuse

I like GenM, they survive many rounds of recessions! Now with bigger scheme of things I hope it can sustain the cash flows generated. Rgb now in net cash. Recession might have some I pact, also political risk. But anyway the cash flow still very healthy

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-15 00:16 | Report Abuse

Good job, paperplane, share this song with you:

Shine your light for everyone to see
And if you'll try a little kindness and you'll overlook the blindness
Of the narrow minded people on the narrow minded streets

"Try A Little Kindness" from GLEN CAMPBELL
http://www.azlyrics.com/lyrics/glencampbell/tryalittlekindness.html

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 00:17 | Report Abuse

Consumer will slowdown, property hanging. Palm oil and oil and gas maybe can sustain.log able be OK. Auto industry a big revolution coming!

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-15 00:18 | Report Abuse

Results speak it all, also well done to Mr Ooi
----------------------------------------------------
paperplane2016 OTB still the best
If you had bought my Miss Universe stocks in 2016, you should performing very well in 2016.
E.g.
I recommend Gamuda-WE at 0.62, the current price is 1.34.
I recommend GKent at 0.88, the current price is 2.79.
I recommend Gadang at 1.85, the current price is 2.97.
I recommend TGuan-WA at 1.90, the current price is 2.82.
Thank you.
13/10/2016 15:59

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 00:18 | Report Abuse

After tablets, smart phone, trends seems to be obvious now on transport! More electronic cars, and even self driven cars to reduce traffic accidents. Will that impact general insurance business and other businessman??? Who need spare parts now? Who need petrol station! In future all solar energy car!

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 00:20 | Report Abuse

How about other related business??? Human being is now being the real technology revolution!
After revolution in farming, industrial, internet, now in the turn of electronic and techno!

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-15 00:23 | Report Abuse

I missed big on Penta & KESM, I have been following on these 2 but just didn't see the way you looked at them, couldn't see from their reports. Lessons learned.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-15 00:26 | Report Abuse

May be I prefer those more predictable via other factors like China CRC price to Mycron & Order books in hand to Ekovest.

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-10-15 00:27 | Report Abuse

Agreed.
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Posted by paperplane2016 > Oct 15, 2016 12:18 AM | Report Abuse
After tablets, smart phone, trends seems to be obvious now on transport! More electronic cars, and even self driven cars to reduce traffic accidents. Will that impact general insurance business and other businessman??? Who need spare parts now? Who need petrol station! In future all solar energy car!

VenFx

14,784 posts

Posted by VenFx > 2016-10-15 00:36 | Report Abuse

dont know what is Insas progress on their Malaysia region distribution for telsla car.

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-15 02:22 | Report Abuse

Insas? Not naza? Anyway Tesla won't sell. Too pricy. When Tesla perodua version available globally, revolution will start! Many expect next 10years, I think it will be faster

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-16 21:44 | Report Abuse

Who wrote above? This guy real geng

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-16 22:13 | Report Abuse

Greed and fear will always be there! Wow, buffett said it right in Bloomberg now!

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-19 13:24 | Report Abuse

let me update latest list for 2017 in my mind

Bjcorp -Vietnam lottery biz
Seacera -Expand into healthcare, property development need helps from JV to succeed
JCBNEXT- WILD card, dunno what Mark Chang has in his poker cards
Ekovest -Highway sold, Special div? Ekocheras, Ekotitiwangsa Duke 3 as free with current value
Wtk -Q3,Q4 should be good with higher Log production, CPO production improving tremendous
Rcecap -EPS 0.20, x10-RM2
Rgb -expand in new mkt Nepal
Ock -expand in tower biz regionally
Johotin-expand into consumer sector
xxxxxx-commodity price recovery, should be good for next yr.
KESM-can keep little since in huge profit
GKENT-can keep little since in huge profit

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-10-20 14:54 | Report Abuse

Ok, my writing on stock XXXX is ready. I might release it early for benefit of all here when I collect enough for my portfolio.
Hope for best next yr.

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