Posted by stockmanmy > 2017-01-20 13:12 | Report Abuse

One of the characteristics of super investors.....is optimistic skepticism. And knowing who can be trusted.

Posted by stockmanmy > 2017-01-20 14:33 | Report Abuse

super investors buy turnaround stocks

Posted by stockmanmy > 2017-01-20 14:38 | Report Abuse

In restructuring deals, one of the most important consideration for super investor is strength of shareholder....and they don't come stronger than PNB.

Posted by OrlandoOil > 2017-01-20 14:47 | Report Abuse

Can u tell us how much hv u bot?

Posted by CharlesT > 2017-01-20 14:59 | Report Abuse

Stockmanmy stuck at Rm0.80+?

Learn to cut loss from CPTeh or else prepare money for the rights issues

RIP

Posted by stockmanmy > 2017-01-20 16:43 | Report Abuse

Orlando

It's appropriate to my needs.

I believe I will make good money

It's Warren Buffett style profits.

Most important is partner must be strong and they don't come stronger than PNB.

Posted by stockmanmy > 2017-01-20 16:45 | Report Abuse

Csc continues to deliver.
Very happy

Posted by vehing > 2017-01-20 16:50 | Report Abuse

Mr Tan Teng Boo should buy some UMWOG for icap. He is the No. 1 Warren Buffett wannabe in Malaysia.

Posted by stockmanmy > 2017-01-20 16:58 | Report Abuse

TTB is an economist.
No business sense.
I don't think TTB will buy UMWOG

Posted by stockmanmy > 2017-01-21 11:33 | Report Abuse

attention internet sifus
Calling all Warren Buffett wannabes

If you are not excited by chance to buy distressed assets at industry consolidation after two years of steep industry decline, you are no Warren Buffett student.

You are no student of Warren Buffett and you no idea what it means...so , don't call yourself a student / teacher of Buffettology......Call yourself and your methods bluffulogy instead.

Posted by stockraider > 2017-01-21 13:10 | Report Abuse

DO NOT LET MAMMY CONFUSE U LOH....!!
AN ASSETS CAN BE DISTRESSED AND CAN BE MORE DISTRESSED LOH...!!
LET RAIDER GIVE U AN EXAMPLE LOH;
PUNCAK NET CASH RM 2.50 & NTA RM 4.00 PER SHARE TRADED AT RM 0.90 LOH...!!

COUNTERS LIKE UMWOG CHEAP BUT CAN BE VERY CHEAP TOO IF U LOOK & COMPARE AT THE EXAMPLE OF DEPRESS PRICE OF PUNCAK LOH....!!

BTW....W.BUFFET WILL NOT SPECULATE INTO UMWOG LOH....BCOS IT DOES FULFIL HIS INVESTMENT CRITERIA MAH....

Posted by stockmanmy > 2017-01-21 13:46 | Report Abuse

PNB correctly carries the title Warren Buffett of Malaysia then.

Posted by John Lu > 2017-01-21 13:46 | Report Abuse

BREAKING NEWS!!!


Tin kosong Flying Chicken Head talk nonsense holland no 1 sifu Calvin rank 151...how many ppl participate in 2017 stock pick? Is 170 ppl mean he is bottom 20....haha...shame like no tomorrow


151) calvintaneng +3.0% http://klse.i3investor.com/servlets/pfs/71329.jsp
21% DUTALND 0.435 0.400 49800|20% BJCORP 0.355 0.340 58600|20% BPURI 0.440 0.435 45800|20% OPCOM 0.605 0.600 33200|19% PBA 1.150 1.150 17300

Posted by stockmanmy > 2017-01-21 13:49 | Report Abuse

Tin kosong Flying Chicken Head learn all the wrong lessons from Buffettology.

Tin kosong Flying Chicken Head should be called bluffology.

PNB is the real Warren Buffett student.

Posted by Jay > 2017-01-21 15:40 | Report Abuse

umwog ipo price in 2013 was 2.80. even with o&g industry downturn in the past 2 years, umwog is still easily one of the biggest losers among all listed oil companies in malaysia.

pnb is only strong financially because they receive so much money every year from ASB. talent wise rather doubtful. if not their portfolio won't be so messy and has to ask wahid to come try to clean it up

bershire own rather same or more companies but never so messy like PNB.

Posted by Jay > 2017-01-21 15:43 | Report Abuse

plus drilling rigs and osv has no real visible synergies. with or without osv wouldn't be a major concern for oil majors to decide whether to charter your drilling rigs

Posted by stockmanmy > 2017-01-21 17:52 | Report Abuse

jay

one of the hall marks of Warren Buffett is patience.
People with no patience should not call themselves students / teachers of Buffettology.

and don't look down on PNB.

The real Warren Buffett will look beyond earnings dilution into what can be done with the distressed assets when the industry recovers.