It is not dividend even, it is about what the Company do with what it has. That is why shares like Tesla ( or Berkshire) with no dividends can be so high, or Alibaba or Google that we all like what they do with what they have.
paperplane2016 > Jun 21, 2016 01:03 AM | Report Abuse
Thts why the forMula shld be, value, plus high div yield all these years. At least higher than fd.
In local context can aplly meh., local no such quality... seldom. I only see jobst got previously, now sold. And airasia now..... the others klci, ermmmm
Those valuation method are heavily depend on past year figure to make future projection, it is even more subjective when comes to deciding what rate to use? After all these and you come out with your valuation but somehow it is Mr market who decides the price of the stock. Holding a stock which you deemed as undervalued but it seems like never achieving the target price appeared to be stubborn for me. I have gone through this and ever since i changed my strategies, the fruit bears (well maybe i am lucky). I am looking more on the business as i believed the value lies within the business, the competency of management, or even a windfall sometimes! Value might be something not everyone can see, if everyone can calculate that, can see that i dont think there is value anymore, market are more than efficient to close up this gap of opportunity(of course we all know valuation is not the only factor affect the prices). If the business model is so good that it is gaining more and more profits, isn't it a value that you found before it happened? If the management are capable to adapt on market competition or any policy change, isn't it a value too? I agreed that past year performance is important for us to judge a company as of today, but never buy a stock just depend on the past year figures. What i am trying to say is both methods are subjective, in fact investment is subjective, but neither one is foolproof. That's why a combination of both is vital, and i believed putting more effort on anything related to the business are rather important...and yes, figures can always be manipulated, that is what i learned thorough financial reporting. Cheers
and i would like to recommend felicity, the blogger for serious investing is doing so well on these method. I love how he did the analyst. Logic with proven data.
============ i believed putting more effort on anything related to the business are rather important...and yes, figures can always be manipulated, that is what i learned thorough financial reporting. Cheers
So Ipomember, what do you proposed? Since you're against DCF valuation, yet all you have written are subjective i.e. good management, what valuation would you use then?
I must admit Felicity is good. But take an example her analysis on Ecoworld, well all the reasons she stated aint anything new, but you will be bewildered how would she derive to value that Ecoworld should be worth more than 3 bil. She is good but the whole post is more like a good story telling. I can story tell and come up thinking Ecoworld is worth 10 bil. As Stockmanmy says, gut feelings mah. Why do so many valuation, just look at management, wah Datuk Liew, sure 10 bil.
All you have to do now is... to harness... to simplify... to structure... to do the necessary... on how you identify growth companies... into a step by step approach..... that is simple yet reasonably reliable to use..
Posted by leno > Jun 21, 2016 09:40 AM | Report Abuse Stock manny ... name one wat-fak-growth stock and KC CHong to name one wat-fak-value stock TODAY ... and we see the result by end of june THIS year 2016 ... meaning about 10 days to go. See who win than can tok more kok.
What, is that what you understand about investing?
Tikam kah?
"tok kok is cheap ... any fakkers also can tok kok"
ohh...that real one and only unmatched guru - leno...everyone in i3 know la... any pussycat can challenge the throne?
though the time frame of 2016 is too short to conclude on any investment thesis....I am thinking the winners (especially with large portfolio) may truly deserve some credibility on their skills..
at the end, it is not the method .. but result is the matter. And we mean REAL RESULT ... not main-main portfolio result hor ... HAHAHHAHAHA ... HAHAHAHAHAH ... leno the most panlai alredi give u all ONE good tip ... PMCORP CANTEEEEEEEEKKK AAAAAAAAAAAAAAA !!!
wat insas ? NEver heard of insas in my life. i onli has PMCORP niah .... i believe it must be that bugger calvin tan use my name to promote insas liaw ...
If cannot do what r°Moi asked for.. then just stop la
Imagine following you... IB analyst coming up with FV like this....
A one liner...
Based on gut feeling CIMB is going to be 3.50 one of these days Period
Bbbbbblllllaaaaaaaaaaahhhhhh
r°Moi Stockmanmy
You could well be on to something good...
All you have to do now is... to harness... to simplify... to structure... to do the necessary... on how you identify growth companies... into a step by step approach..... that is simple yet reasonably reliable to use..
actual stockman...is one the smartest people around...he does not need to do any calculations...he just need to know who are the established investors...poke them...challenge them...gain insights...still not confident..poke their opponent more..and then buy...saves a lot of time right? he he he...
to summarise everi thing here is as below 1. kcchong all tok .. angin onli 2. stockmanni all tok .. also angin onli 3. all must follow leno the most panlai .. less tok, action onli PMCORP CANTEEEEEEEEEKKK !!!
Don't trust anyone, trust yourself. Especially those bloggers: icon, kcc, bla bla bla chicks, , whatever they recommend, be careful on it, don't simply go in, avoid those stocks or dump it.
Anyone unhappy made big lost, can hirE sniper to kill those bloggers also. One die then all will goNE forever. LOL
You better be careful don't simply joke like that. Your joke can be misconstrued as a threat. There will be consequences if somebody or police decided to take action against you. I have been in i3 for so long, "kill" is a word I stay far far away from
You are taking it too lightly
Ryan88 Anyone unhappy made big lost, can hirE sniper to kill those bloggers also. One die then all will goNE forever. LOL 21/06/2016 23:20
it doesn't matter whether police or anybody will take action against you. But your use of "kill" word sets a very bad example for others to follow. We are all members of this forum, let's try to at least preserve its integrity. If everybody starts following you and starts incorporating the Kill word in their discussions, can you imagine what i3 will become ?
For that reason, I appeal to everybody here to never ever use that word
You have showed me some examples of your work Spread sheets of some sort of financial analysis.........
Don't you ever do any analysis of business risks, and analysis of business operations and business analysis. ?
The warning on all on your works is Final decision is yours as if washing your hands of all liabilities and claiming credit for when you are right....and all these based on an incomplete analysis.
Yes, that is right. Incomplete analysis.
I see you and sifus in i3 keep talk about FA and TA......as if that is the end of it....but where is the BA? the business analysis.
the real warning should be worded as....This is a FA and TA without a BA.
hi stockmanmy,could you let us know some of few companies that meet your growth criteria......been curious to know your way of investing.will not follow blindly but will study them first.hope u dont mind......
Post a Comment
People who like this
New Topic
You should check in on some of those fields below.
Title
Category
Comment
Confirmation
Click Confirm to delete this Forum Thread and all the associated comments.
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
MQ Trader 4553 views | 4 d ago
0:17
New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
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....
stockmanmy
6,977 posts
Posted by stockmanmy > 2016-06-21 01:11 | Report Abuse
wrong, plane.
It is not dividend even, it is about what the Company do with what it has.
That is why shares like Tesla ( or Berkshire) with no dividends can be so high, or Alibaba or Google that we all like what they do with what they have.
paperplane2016 > Jun 21, 2016 01:03 AM | Report Abuse
Thts why the forMula shld be, value, plus high div yield all these years. At least higher than fd.