Posted by Fat Cat Tim Buddy > 2012-06-12 10:30 | Report Abuse

this cold eye article very contradiction , he use to said good company should be in main board , so he only choose stock in main board.

some of the stock he recommend also not good, like century, and shchan, he use the Peak price of CPO to calculate the value of shchan, now CPO drop to 3k..

Posted by chongkonghui > 2012-06-12 10:51 | Report Abuse

SHCHAN - when he commented in March 2012, it was 80 sen. Since then, has been always RM1.00 and above, 52-w high 1.43.

Not really a bad comment. CPO price is up and down.

Posted by cheongmichael > 2012-06-12 12:52 | Report Abuse

He always encourage us to hold for long term ( min 3yrs ).Try to check back what counters he had mentioned 1 or 2 yeasr ago.

Posted by cheongmichael > 2012-06-12 13:32 | Report Abuse

Look back the articles he had published on Dec 9th 2011( RSAWIT),Nov 18th 2011( KFIMA), and Sep 30th 2011( DKSH )and many others,u can able to see the good results laa.

Posted by Jonathan Keung > 2012-06-12 14:42 | Report Abuse

we need to see the difference between trading and investment. investment is for dividend plus capital gain. the holding period is longer ( eg. maybe 1-2 years)

trading is more flip over stuffs. take profit as and when opportunities arises. remember the mantra . let your profit runs and cut your losses short.

there is big differnece bewteen funds investings and our own money. they have deep pockets and they can average and choose many counters. whereas (my) bullets are limited.

Posted by eagleis > 2012-06-12 15:08 | Report Abuse

when he mentioned century he didn't take into consideration the dilution effect of the warrants

Posted by cheongmichael > 2012-06-12 21:10 | Report Abuse

99.99% of the fund managers dare not touch on the second board counters,so SCC hard to go up fast.

Posted by fankim > 2012-06-12 21:47 | Report Abuse

He used to mention IVORY in one of his articles last year (but not so obvious). It was around rm 1.00. He got 800k shares (you can see his name (Fong Siling) in the annual report 2010).

Recently, IVORY has gone down to around rm 0.50. I checked the recent published annual report 2011 for IVORY. He has increased to 4.5 mil from 800k shares and 2 mil warrants.

He is so confident on this stock and has invested additional at least 1 million from his pocket.

obviously, this is for long term. imaging when the price go back to rm 1. sometimes, we must be patient.

he also mentioned in his book, when you decide to buy a stock. make sure you are more than happy to buy more when the stock price goes down. feel like Jusco sell.

anyway, this is just my opinion.