Posted by BearbearDrop > 2015-11-12 20:37 | Report Abuse

I had to make 25% per year
How can I do it

Posted by shinado > 2015-11-12 20:54 | Report Abuse

kcchongnz, well done! That is like a Berkshire performance! I am curious though, how do you calculate dividend for KLSE as 55?

Posted by kcchongnz > 2015-11-13 07:08 | Report Abuse

shinado,

I was using a dividend yield of about 3% fro the 30 stocks which form the component stocks.

However, that is just an estimate of a one-year dividend yield. I should use a DY of 6% for the two years period, which would have lessen the loss of KLCI to about 4% for that period.

Posted by kcchongnz > 2015-11-13 11:56 | Report Abuse

Posted by BearbearDrop > Nov 12, 2015 08:37 PM | Report Abuse

I had to make 25% per year
How can I do it


Use the Magic Formula

Posted by i3raymond > 2015-11-13 15:11 | Report Abuse

KC, would be great if you can insert a column of "date of purchase" Can one

Posted by i3raymond > 2015-11-13 15:12 | Report Abuse

can one still buy in any of the 8 magic formula counters>

Posted by kcchongnz > 2015-11-13 15:36 | Report Abuse

Posted by i3raymond > Nov 13, 2015 03:11 PM | Report Abuse

KC, would be great if you can insert a column of "date of purchase" Can one still buy in any of the 8 magic formula counters?


You have to recompute the metrics of ROIC and EY based on updated data and see if they are still suitable candidates.

Posted by duitKWSPkita > 2015-11-13 15:39 | Report Abuse

Tuan KC CHong...

Cheer ur day...dedicate this to you...https://www.youtube.com/watch?v=jGflUbPQfW8

I'm ur cheerleader........WEll done on ur charitable article....support..

Posted by kcchongnz > 2015-11-13 15:58 | Report Abuse

duit,

Nice song, thanks.

Posted by NOBY > 2015-11-13 20:38 | Report Abuse

Nice sharing KC. i think for net nets, a few more qualitative screens may eliminate the potential value traps. One critical factor I look at is past price vs the net net value and attitude of management. This may filter out some of the perennial net nets vs some of the good companies just going through a rough patch

Posted by kcchongnz > 2015-11-16 15:50 | Report Abuse

Posted by NOBY > Nov 13, 2015 08:38 PM | Report Abuse
Nice sharing KC. i think for net nets, a few more qualitative screens may eliminate the potential value traps. One critical factor I look at is past price vs the net net value and attitude of management. This may filter out some of the perennial net nets vs some of the good companies just going through a rough patch

Noby, good point.

For many net net companies, they fall into this category for some reasons. Otherwise they won't be net net or negative enterprise value stocks any more.

One needs patience, a lof of patience investing in these stocks.