Posted by Tan KW > 2014-12-30 21:48 | Report Abuse

Everyone is welcome to join the 2015 stock pick on http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp

Posted by paperplane > 2014-12-30 21:55 | Report Abuse

Hi Tan, want to participate, how to create? I notice we can do rebalancing.

Posted by Tan KW > 2014-12-30 22:15 | Report Abuse

please leave your stock pick (with the reason, e.g. klse.i3investor.com/blogs/stock_pick_2014_otb/blidx.jsp), and allocate your fund to the particular stock (e.g. klse.i3investor.com/servlets/pfs/25099.jsp) on this thread.

Then, I will help you to create the portfolio.

It is buy and hold for 1 year, and no rebalancing involved

Posted by Intelligent Investor > 2014-12-30 23:17 | Report Abuse

Mr. Tan, I would like to participate. I will provide you my pick later.

Posted by CFTrader > 2014-12-31 01:52 | Report Abuse

Mr. Tan, I would like to participate in the competition. The picks are chosen =D

Have a nice day.

Posted by 爱丽丝 梦幻世界 > 2014-12-31 04:33 | Report Abuse

Mr Tan, I would like to participate also. Thx

Posted by 爱丽丝 梦幻世界 > 2014-12-31 05:07 | Report Abuse

Hi Tan, here my 2015 pick, the reason of my pick ===> have dividend :

AmWay 10.4% (1 lot)
MayBank 9.3% (1 lot)
CarlsBg 11.6% (1 lot)
PWRoot 8%
Yilai 8%
WtHorse 8%
OFI 8%
CresnDo 8%
Axreit 8%
SuperMx 8%
Padini 8%
BjToTo 5% +- (All the Bal)

Thanks

Posted by 爱丽丝 梦幻世界 > 2014-12-31 05:49 | Report Abuse

100k really not enough for me...hahaha. can make it double to 200k?

Posted by SS661M > 2014-12-31 07:30 | Report Abuse

Hello, Mr. Tan. Pls give me a chance to participate & learn from all the old timers. TQ.

Amway 20.8% 20Lots
Insas 10.74% 135Lots
Hevea 9.96% 60Lots
KSL 14.72% 80Lots
AeonCredit 19.36% 20Lots
Scientx 14.02% 20Lots
MMSV 10.4% 20Lots (plus all the balance if any)

Posted by paperplane > 2014-12-31 08:17 | Report Abuse

Hi Tan, just want to clarify. I notice OTB did some balancing in his portolio by switching between stocks earlier piked? Is changing allocation not allowed also? Thanks

Posted by paperplane > 2014-12-31 08:21 | Report Abuse

Also, what if privatization happen half way in the year? Is cash earned allow to allocate to new stocks then? Thanks.

Posted by Tan KW > 2014-12-31 08:44 | Report Abuse

If corporate exercise happen, I can help to switch the $ to another stock.

Posted by paperplane > 2014-12-31 08:49 | Report Abuse

Ok. Thanks Tan. Will let you know my stock pick by today. Thanks. Great effort of you.

Posted by JeevS > 2014-12-31 09:31 | Report Abuse

Bumi Armada - 30%
OWG - 20%
SMRT - 20%
Mitra - 20%
Airasia - 10%

Bumi Armada, Mitra, and Airasia i think is undervalued and have good fundamentals. OWG has a strong balance sheet and cash flow company. Mitra and SMRT have alot of undergoing and upcoming projects. Thanks Mr Tan

Posted by paperplane > 2014-12-31 10:16 | Report Abuse

Hi Tan, Kindly help create as below, balance in cash. Thanks

POHUAT 10000
GSB 150000
MSC 5000
MINTYE 10000
JCY 20000
Supermax5000
BJCorp 15000
TEOSENG 3000
FABER 2000
PJDEV-WC5000
NYLEX 5000
BJCorp-WB10000

Posted by WiseEye > 2014-12-31 10:48 | Report Abuse

Hi Tan KW, thank you once again for your hard work and efforts. Below are my stock picks for 2015. I will be using a different investing style this time, which consist fully of FA.

1) GHLSYS - 48,000 shares
2) SMRT - 51.000 shares
3) MMSV - 56,000 shares

If there are extra cash or insufficient cash, you may make adjustments to MMSV by adding or reducing the number of shares. Once again, thank you very much.

Analysis of stock picks: I believe, out of these 3 companies, SMRT and MMSV are fundamentally strong and earnings improvements can be observed every quarter. SMRT is in a solid industry, which is education and is experiencing the biggest growth with the acquisition of a medical university in Cyberjaya.

For GHLSYS, it may not be the most attractive stock in the market based on valuations but I would like to take some risks and invest in companies I see huge growth potential. E-payments are still the way to go and I believe in time the younger generations with great exposure to the Internet will start to use this form of payment.

Posted by paperplane > 2014-12-31 10:53 | Report Abuse

wow, WiseEye, great pick on MMSV, GHL. How about Opensys? Redtone?

Posted by paperplane > 2014-12-31 11:19 | Report Abuse

wonder what will OTB pick for 2015

Posted by ttb88 > 2014-12-31 11:23 | Report Abuse

Got any price if bcm winner?

Posted by Icon8888 > 2014-12-31 11:23 | Report Abuse

Dear Tan KW,

my stock picks for 2015 :-

Engtex 10% (low PER. Potential beneficiary of Selangor water restructuring)

Gadang 10% (High earnings visibility from Capital 21 JV and RAPID contracts)

GOB 10% (high earnings visibility from progress billing of Damen SOHO and completion of
Damen shopping mall. Batu Kawan will drive future growth)

IQ Group 20% (export oriented company trading at 5 times PER and will benefit from weak Ringgit)

Lii Hen 10% (low PER of 6.7 times, strong dividend yield, beneficiary of weak Ringgit)

MMSV 10% (will benefit from expected strong demand for LED products over next two years. Shielded from domestic economic issues as products cater for external market)

Poh Huat 20% (low PER of 5 times, strong dividend yield of 5.5%. Beneficiary of weak Ringgit)

Tong Herr 10% (low PER, high dividend yield. Beneficiary of weak Ringgit)

thank you

Posted by WiseEye > 2014-12-31 11:26 | Report Abuse

paperplane, redtone still looks good but I will focus my stockpicks on my actual portfolio. As for Opensys, it may catch my attention if I see bigger news, or strong jump in earnings which are not one-off.

Posted by dragonking > 2014-12-31 11:40 | Report Abuse

Can i join?

I prefer FBMKLCI-HG - 25%
FBMKLCI-HB - 25%
FBMKLCI-HI - 50%

Thanks due.

Posted by paperplane > 2014-12-31 11:42 | Report Abuse

Tan KW busy now, haha. Too many participation this year

Posted by Icon8888 > 2014-12-31 11:42 | Report Abuse

Ha ha

Posted by dragonking > 2014-12-31 11:50 | Report Abuse

I be contrarian,,,,,keke

Posted by Up_down > 2014-12-31 11:51 | Report Abuse

I want to join too.

FBMKLCI-HE - 100%

Posted by Icon8888 > 2014-12-31 11:53 | Report Abuse

You never know, Up Down, maybe you will turn out to be the top performer : )

Posted by dragonking > 2014-12-31 11:56 | Report Abuse

Up_down good luck...

Posted by Up_down > 2014-12-31 11:59 | Report Abuse

Icon8888. This put warrant should be able to generate 100% returns when klci drops by 90 points. Wakaka.

Posted by EWTrader > 2014-12-31 12:23 | Report Abuse

Mr Tan,I would like to join too.Will update my stock picks later :)

Posted by rchi > 2014-12-31 12:33 | Report Abuse

dragonking/Up_down...interesting choice...haha.

Posted by dragonking > 2014-12-31 12:43 | Report Abuse

How good this is real money?

Posted by LuvLuv > 2014-12-31 12:45 | Report Abuse

Hi Tan,My intended portfolio will be as follows;

Zelan 25000 shares (Great turnaround)
Zelan WA 45000 shares
Fututech WA 35000 shares (Great NPM and above average ROE for construction)
Gadang WA 30000 shares (Clear visibility following 12 months just that Warrant will be expire on Sept 2015)
L&G LA 65000 (Unbilled sales+improving ROE)
BJCORP 55000 shares (Net net play)
Balance cash

Thanks

Posted by dragonking > 2014-12-31 13:05 | Report Abuse

Good luck fisssshhhhhhhhhhhhhhing everybody!!!!!!

Posted by Intelligent Investor > 2014-12-31 14:22 | Report Abuse

Mr Tan,

I would like to participate in the stock pick.

My target CAGR is 15% and my stock pick is

# Stock % of allocation
1 PRKCORP 10%
2 BIMB-WA 5%
3 MRCB-WA 5%
4 HOMERIZ 10%
5 LATITUDE 10%
6 VITROX 10%
7 CHINWELL 10%
8 UCHITECH 10%
9 CSCENIC 10%
10 TGUAN-LA 10%
11 PTARAS 10%

Posted by skyland > 2014-12-31 14:26 | Report Abuse

Hai Tan...I want to participate...pls Sai Lang my 100% into SEACERA. Thks

Posted by jester > 2014-12-31 15:01 | Report Abuse

Hi Mr Tan,

I'm a newbie from last year (still a novice *sigh*) and would like to participate in 2015 Stock Pick.

Mr Target is to do better than my Stock Pick Year 2014 -14.26% preferably not losing money.

# Stock % of allocation
1) LATITUDE 10%
2) CVIEW 20%
3) HEVEA 15%
4) PLENITU 20%
5) YILAI 15%
6) KSL 10%
7) IQGROUP 10%

Thank you Mr Tan and good luck to all participants!

Posted by YiStock > 2014-12-31 15:07 | Report Abuse

Hi Mr Tan, kindly please put in my selection this year:

1. Coastal- 20%
2. Fiamma - 10%
3. Scicom - 20%
4. Inari - 20%
5. TMCLife - 15%
6. CBIP - 15%

Thank you

Posted by loobeetheng > 2014-12-31 15:24 | Report Abuse

Hi, Mr Tan

I would like to join...

My stock pick:
Ptaras 10%
Inari 20%
Insas 10%
OSK 10%
L&G 10%
Air Asia 10%
Pjdev-WC 10%
AAX 20%

thanks

Posted by vaentec > 2014-12-31 15:34 | Report Abuse

Hi, Tan..I would like to join too :) 

My stock pick 
20% L&G 
20% L&G-LA 
Competent Management with Cash Rich Position,
Doing great while other companies are slowing down in a weak property market.
Projects on established land.

20% Padini 
Quality business with sincere management, share price beaten down due to worries profit affected by GST which I think will normalize soon, unbelievably high dividend yeild.
20% Cview 
UNDERVALUED. High dividend yield and low PE (3).
Projects at iskandar visited. Situated very strategically. No attention on this counter. Once it rise, it will shoot.
20% Latitud 
Biggest furniture company listed here. Good revenue growth rate. Improving profit margin due to shifts to more ODM product. Earns in USD, good when convert back to the weak ringgit.

Thanks.

Posted by jester > 2014-12-31 15:39 | Report Abuse

Great to see that we have already break the participation record from last year.
Surely there will be more coming and surely can learn a lot this year.

Posted by JayC > 2014-12-31 15:40 | Report Abuse

I would like to participate too.

1. PMetal 20%
2. Mitra 20%
3. Takaful 20%
4. Tguan 20%
5. CSCenic 20%

Posted by Tan KW > 2014-12-31 15:41 | Report Abuse

There are a total of 16 participants...

爱丽丝 梦幻世界 - http://klse.i3investor.com/servlets/pfs/41616.jsp
SS661M - http://klse.i3investor.com/servlets/pfs/41617.jsp
JeevS - http://klse.i3investor.com/servlets/pfs/41620.jsp
paperplane - http://klse.i3investor.com/servlets/pfs/41621.jsp
WiseEye - http://klse.i3investor.com/servlets/pfs/41622.jsp
Icon8888 - http://klse.i3investor.com/servlets/pfs/41623.jsp
dragonking - http://klse.i3investor.com/servlets/pfs/41625.jsp
Up_down - http://klse.i3investor.com/servlets/pfs/41626.jsp
LuvLuv - http://klse.i3investor.com/servlets/pfs/41628.jsp
Intelligent Investor - http://klse.i3investor.com/servlets/pfs/41629.jsp
skyland - http://klse.i3investor.com/servlets/pfs/41631.jsp
jester - http://klse.i3investor.com/servlets/pfs/41632.jsp
YiStock - http://klse.i3investor.com/servlets/pfs/41634.jsp
loobeetheng - http://klse.i3investor.com/servlets/pfs/41635.jsp
vaentec - http://klse.i3investor.com/servlets/pfs/41636.jsp
Tan KW - http://klse.i3investor.com/servlets/pfs/41637.jsp

Inform me if I left out anyone.....

Posted by Tan KW > 2014-12-31 15:44 | Report Abuse

There are a total of 17 participants...

爱丽丝 梦幻世界 - http://klse.i3investor.com/servlets/pfs/41616.jsp
SS661M - http://klse.i3investor.com/servlets/pfs/41617.jsp
JeevS - http://klse.i3investor.com/servlets/pfs/41620.jsp
paperplane - http://klse.i3investor.com/servlets/pfs/41621.jsp
WiseEye - http://klse.i3investor.com/servlets/pfs/41622.jsp
Icon8888 - http://klse.i3investor.com/servlets/pfs/41623.jsp
dragonking - http://klse.i3investor.com/servlets/pfs/41625.jsp
Up_down - http://klse.i3investor.com/servlets/pfs/41626.jsp
LuvLuv - http://klse.i3investor.com/servlets/pfs/41628.jsp
Intelligent Investor - http://klse.i3investor.com/servlets/pfs/41629.jsp
skyland - http://klse.i3investor.com/servlets/pfs/41631.jsp
jester - http://klse.i3investor.com/servlets/pfs/41632.jsp
YiStock - http://klse.i3investor.com/servlets/pfs/41634.jsp
loobeetheng - http://klse.i3investor.com/servlets/pfs/41635.jsp
vaentec - http://klse.i3investor.com/servlets/pfs/41636.jsp
Tan KW - http://klse.i3investor.com/servlets/pfs/41637.jsp
JayC - http://klse.i3investor.com/servlets/pfs/41638.jsp

Inform me if I left out anyone.....

Posted by sbg3106 > 2014-12-31 15:46 | Report Abuse

I am waiting for OTB's great sharing.

Posted by JayC > 2014-12-31 15:49 | Report Abuse

Tan KW,

thank you very much for letting me participate. My portfolio is 50% aggresive (PMetal/Mitra)/50% defensive (takaful/Tguan/CSCsenic)

Posted by EWTrader > 2014-12-31 16:01 | Report Abuse

Mr Tan...the following is my stock picks:

Counter Allocation%

1)BARAKAH 10
2)BRAHIMS 10
3)JAKS 10
4)KENANGA 10
5)KRETAM 10
6)SALCON 10
7)SILKHLD 10
8)SKPETRO 10
9)SONA 10
10)THHEAVY 10

Posted by tjhldg > 2014-12-31 16:02 | Report Abuse

hahah , Mr Tan ... I would like to join too

1 , fututec 30 %
2 , bimb-wa 20 %
3 , prkcorp 20 %
4 , mitra 10 %
5 , icon 10 %
6 , zelan 10 %

thanks and happy new year to all here , huat aaarrrr

Posted by tjhldg > 2014-12-31 16:03 | Report Abuse

base on today closing price , thanksssss

Posted by Icon8888 > 2014-12-31 16:09 | Report Abuse

Wow first time I participated. Very excited