Posted by valuelurker > Oct 15, 2015 11:50 AM | Report Abuse
Kcchongnz, good article as always... I respect your decision to keep your teachings on a retail level, but I hope you will change your mind in due time. When that time comes, feel free to contact me test.diit@gmail.com as I have start-up strategies for the value investing initiative.
Now time for more serious business - how would you value Banks - a simple P/B or... Furniture, property and other miscellaneous sectors have been covered
Yes, P/B would be the way, basing on its return on equity. The other one is dividend discount model.
Posted by okdoke > Oct 14, 2015 10:04 AM | Report Abuse I have been reading your prudent articles for more than a year. Excellent and keep the good deeds...anyway, any lessons what went wrong with Pantech. thanks in advance
I don't think much has gone wrong with Pantech. There was a growth story, and the share price was chased up to more than RM1.00 which even with that growth story, it didn't worth that much. It was a double whammy when the story didn't materialized due to the steep fall in oil prices.
Another thing is cash flow wise, it was not good then.
But Pantech is still a good company in my opinion, but not a fantastic company. It has good dividend yield.
Thanks KC. A very good article. I like that you have added some sense of humor to deliver your message here. Do you ever think to publish book about investing? If you do, I will definately get one.
Posted by Kelvin Loh > Oct 15, 2015 09:57 PM | Report Abuse Thanks KC. A very good article. I like that you have added some sense of humor to deliver your message here. Do you ever think to publish book about investing? If you do, I will definately get one.
Thanks Kelvin for your good words. Yes, the book will come out soon. You will be inforrmed.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
kcchongnz
6,684 posts
Posted by kcchongnz > 2015-10-15 12:45 | Report Abuse
Posted by valuelurker > Oct 15, 2015 11:50 AM | Report Abuse
Kcchongnz, good article as always... I respect your decision to keep your teachings on a retail level, but I hope you will change your mind in due time. When that time comes, feel free to contact me test.diit@gmail.com as I have start-up strategies for the value investing initiative.
Now time for more serious business - how would you value Banks - a simple P/B or... Furniture, property and other miscellaneous sectors have been covered
Yes, P/B would be the way, basing on its return on equity. The other one is dividend discount model.
http://klse.i3investor.com/blogs/kcchongnz/83959.jsp
Maybe you can let me know the details of your initiative.