Posted by stockoperator > 2014-03-03 01:04 | Report Abuse

It is not that difficult to identify good Business that yields good visible earning 5-10 years and beyond in following areas and IF you agree on that remember your insistence to pay a good price for that as well as good management and market leadership for its product premium/differentiation:

Only when the company has ability to grow in size and economy of scale and has pricing power and under good hand of management, then the company valuation will grow.

1.Plantation=It is not that difficult to envisage that price of crops and land value will appreciate over Long period of time as well as production; I like United Plant;
2. Food and Beverage=It is equivalent easy to envisage people are still drinking coffee, eating ice cream over the next 20-30 years and beyond and population is growing and their demands and expectation is growing as well; Focus on premium branding; I like Nestle, Dutch Lady
3. REITS- Holding on with Premium Property and good rental income over Long Period of Time; I like AEON if you think it is REIT.
4. Clothing and Jewellery and electronics consumer products=Increasing trend for Premium Brand; Surely population is growing; I like Padini and Bonia and panamy
5. Insurance=Its compulsory to Buy Car insurance and fire insurance. and more awareness on life planning and protection and retirement plan. I like LPI
6. Financial= You will like Public if you think it is the Biggest consumer products financing company;
7. Manufacturing=Our country is rich in rubber and palm oil and oil and gas. HAVE we took advantage of that? We are monopoly in manufacturing in this sector. Look at Harta and Pchem and Petgas
8. Servicing= You would like POS if you think it is a warehouse or wholesale business.

Posted by stockoperator > 2014-03-03 18:04 | Report Abuse

The above company business model are not going to change for a Long period of time. Your rate of return over a Long period of time is determined by the Price you pay Nowadays. If you pay a High price then your rate of return would be lower. So i strongly disagree with the saying that you will lose out even you invest in the Best Company in the World by paying high price.

Posted by stockoperator > 2014-04-01 12:58 | Report Abuse

A simple formula would be Looks out for companies with dividend yield plus minus 5%. Most companies stated above are giving out that yield. So you will get back all capital in 20 years time or less(20/5%)as Yield expansion and profit growth will definitely shorten the period of your capital repayment. After capital repayment, the stock price is your capital gain. Yield expansion/profit growth/company valuation/Stock price will usually go up together. Looks out for company which can do that year after year.

Posted by stockoperator > 2014-04-01 13:05 | Report Abuse

from here, your capital would be double up in 20 years time Not counting stock price appreciation/special dividend. Your return will be quite satisfactory if you invest in Right business and company. Everybody can do that actually.

Posted by crazzchezz > 2014-04-05 12:05 | Report Abuse

Dat same principle from vaue investor, price is wat u pay, d businesses dat survived for 50 years will last another 50. We'need to focus on few value stocks, no more than 15', dat call focus investing.

Posted by stockoperator > 2014-04-08 15:25 | Report Abuse

Well quite boring ya. It should be the way then. Lots of people try to make it more exciting more complicated than it should be.

Posted by stockoperator > 2014-04-09 00:53 | Report Abuse

Long term earning and business perspective is true Price Volatility is true One is predictable and the other one is unpredictable. Focus on what we can do and do it well and don't neglect asset allocation and portfolio diversification among different asset class and money management. Be comfortable with certain cash level on hand. We should be at investment efficient frontier.

Posted by stockoperator > 2014-04-09 01:15 | Report Abuse

Yes asset allocation and portfolio diversification and cash level will sacrifice certain return at times. But do it in the context of ETERNITY and peace of mind as investment will bear best return in long run with comfort of mind. Not mind of speculation. Respect the market as the way it is. Not our way.

Posted by stockoperator > 2014-04-09 01:20 | Report Abuse

Remember You can only enjoy your return after 20 years or more of compounding return.