Posted by PlsGiveBonus > 2015-12-17 21:50 | Report Abuse

It will work on some counter if the political risk didn't existed
In the real wordl issues there is far more risk than a merely number on the paper
Global warming risk, licensing risk, face problem risk just to name a few.

Posted by Icon8888 > 2015-12-17 22:11 | Report Abuse

Ha, PlsGiveBonus the overzealous "borrow to squeeze out more profit" conspiracy theory guy, I remember you...

Posted by PlsGiveBonus > 2015-12-17 22:26 | Report Abuse

Icon8888:
I didn't study very closely into Jaycorp yet so my last comment is based on YoY comparison, however the long term view on the company didn't impress me, so I am looking for some special views from different people,
back to the topic, some speculation will add more advantage when it is combined with some core principal, however not everyone will follow the rules, because people make the new rule every time from time, there is more creative accounting no matter how you gonna do about it

Posted by Icon8888 > 2015-12-17 22:28 | Report Abuse

Still, you r overzealous...

Posted by PlsGiveBonus > 2015-12-17 22:35 | Report Abuse

Icon8888:
I think you didn't mean it, I believe it is fair and considerable, and you can't explain which part of the comments is the "overzealous" intended, well, may be it is a good time to have a different view.

Posted by Tkoklin > 2015-12-17 23:55 | Report Abuse

Ignore the oldman. He got wind in his head.

Posted by vinext > 2015-12-18 08:45 | Report Abuse

who can pls tell me joel's comment on Ebit/Enterprise value? how many % he seek? in fact FCf/ enterprise value is better

Posted by 3iii > 2015-12-18 09:27 | Report Abuse

Very impressed by this article. Highly commendable.

Posted by Tan KW > 2015-12-18 12:07 | Report Abuse

@kcchongnz

http://klse.i3investor.com/blogs/stock_pick_2016/88293.jsp

Please join... you are one of the most wanted guru....

Posted by alpha investor > 2015-12-18 12:26 | Report Abuse

Would love to see Kcchong in the competition....

Posted by kcchongnz > 2015-12-18 14:03 | Report Abuse

Tan KW, thanks but no thanks.

Value investing can be a painful process. This is what one of the super investors I have followed closely said

"I just want to take advantage of prices away from value.. If you do good valuation work and you are right, Mr. Market will pay you back. In the short term, one to two years, the market is inefficient. But in the long-term, the market has to get it right—it will pay you back in two to three years. Keep that in mind when you do your analysis. You don’t have to look at the next quarter, the next six months, if you do good valuation work—.. Mr. Market will pay you.” Joel Greenblatt

For the one-year competition, it is suitable for traders, technical analysis, risk taking. Buy high beta stocks, micro and small cap stocks, high leverage companies and instruments, companies which one can get insider news etc.

Good luck to everyone participating.

Posted by Tkoklin > 2015-12-18 14:12 | Report Abuse

Ya, KCChongnz cant perform as good as OTB, as he focus value stocks instead of growth stock.

Posted by Tan KW > 2015-12-18 18:47 | Report Abuse

@kc, we shouldn't focus too much on result

do what you good at.... this should serve as a platform to share and exchange the stock pick idea...

and, ignore the noise...

Posted by Tan KW > 2015-12-18 18:49 | Report Abuse

and, you and otb is the senior members who start this game.... pls come back and have fun....

Posted by Probability > 2015-12-18 18:57 | Report Abuse

KC...you had proven yourself a 'diamond'..you are in a different league..even if you drop in a mud...you status will never change.


But as Tan KW correctly said...the results does not matter... even 6% return is already respectable..,but its truly nice to have you....

This will trigger everyone to do their best in stock selection for the competition...and all the i3 members will greatly benefit.

Posted by inwest88 > 2015-12-20 17:01 | Report Abuse

KC, I reckon I understand your reason for not joining the contest:). Hope to see you in the coming CNY !

Posted by kcchongnz > 2015-12-20 17:11 | Report Abuse

inwest88, you understand me well.

To have a friend and be a friend Is what makes life worthwhile.

See you before CNY.

Posted by inwest88 > 2015-12-20 17:16 | Report Abuse

KC - "To have a friend and be a friend is what makes life worthwhile". You couldn't have describe it better. See you soon !

Posted by inwest88 > 2015-12-20 17:18 | Report Abuse

KC - and by the way best wishes to you and your loved ones a blessed Christmas and a Happy New Year

Posted by Desa20201956 > 2015-12-20 17:48 | Report Abuse

I prefer the 3 M for sustainable investing....good business model, good management and good money figures .
Not many, quite rare actually, but if anyone can find one, please let me know below.