Posted by 稻田·* 片片绿青~粒粒芳香 > 2017-04-09 17:44 | Report Abuse

Some ppl like "pork free" while some still excited to see "free pork"

So wat say you?

Posted by PlsGiveBonus > 2017-04-09 18:21 | Report Abuse

Investing is:
buy high sell higher
buy low sell lower
buy low sell higher
buy high sell low
buy high and hold for children
:DD

Posted by stockmanmy > 2017-04-09 23:10 | Report Abuse

The ultimate truth about the stock market

Risk and reward are inter related.

No risk no reward

You want reward, you have to be prepared to face risk

30% margin of safety my foot.

There will be noises, there will be deviations

But ultimately, they all come back to risk - reward.

The stock market will ultimately reward people who assume risk and later events prove they are right

Identify the risks you have assumed and what future events will reward you.

Posted by stockraider > 2017-04-09 23:13 | Report Abuse

Warren buffet says the ultimate investor go for low risk high reward mah....!!

Don listen...who is naive....high return must undergo high risk loh...!!
This is craps loh....usually utter by naive & people who do not understand what is ultimate investment loh...!!

Posted by stockmanmy > 2017-04-09 23:30 | Report Abuse

Beware of people who tell you

Buy this, got 30% margin of safety

hang pig head, sell dog meat more likely.

Posted by stockmanmy > 2017-04-09 23:32 | Report Abuse

ks

No one will make you rich

Only you can do that.

Posted by stockmanmy > 2017-04-09 23:34 | Report Abuse

anyway, I never like people who promise you heaven upon payment of a fee.

Posted by stockmanmy > 2017-04-09 23:37 | Report Abuse

ks

I am not here to sell you that I am a CPA

I just hate it when people spread fake news.

Posted by stockmanmy > 2017-04-09 23:39 | Report Abuse

ks

One whole life time of being misled.....you think it is easy for you to see the truth?

You don't have what it takes.

Posted by stockmanmy > 2017-04-09 23:41 | Report Abuse

hang pig head to sell dog meat

The most popular pass time in the world?

Posted by stockmanmy > 2017-04-09 23:42 | Report Abuse

I have nothing against engineers doing investing.

Posted by stockmanmy > 2017-04-09 23:45 | Report Abuse

Beware people telling you 30% margin of safety

Hanging pig head to sell dog meat.

Posted by pussycats > 2017-04-10 09:13 |

Post removed.Why?

Posted by stockmanmy > 2017-04-10 09:16 | Report Abuse

why malu when people are wrong?

Posted by klee > 2017-04-10 12:56 | Report Abuse

manmy the pooh....have you licked your master today?

Posted by myongcc5 > 2017-04-10 13:15 | Report Abuse

I see manmy nothing wrong except too energetic focus on wrong items.

Posted by stockraider > 2017-04-10 13:23 | Report Abuse

Mammy not so panlai loh....never make use financial info...no business sense loh....thats why plp like dog of kyy loh....!!

Posted by stockmanmy > 2017-04-11 10:23 | Report Abuse

I got all the time to entertain you or anyone else,.. That is why.

myongcc5 > Apr 10, 2017 01:15 PM | Report Abuse

I see manmy nothing wrong except too energetic focus on wrong items.

Posted by stockmanmy > 2017-04-11 10:24 | Report Abuse

One year already . Never seen you make a single successful Trade. Still want to talk much


stockraider > Apr 10, 2017 01:23 PM | Report Abuse

Mammy not so panlai loh....never make use financial info...no business sense loh....thats why plp like dog of kyy loh....!!

Posted by CharlesT > 2017-04-11 10:29 | Report Abuse

I can be his witness.

Stockraider bought Reach mother and hold for 1-2 years and make ard 7-8%

Then he followed my advice to buy Reach-WA at RM0.07 and made 100% within 2-3 months time.

Posted by stockraider > 2017-04-11 10:33 |

Post removed.Why?

Posted by stockmanmy > 2017-04-11 10:44 | Report Abuse

People go to the moon and come back already.
Still talking about Reach as the only credit.

Posted by pussycats > 2017-04-11 10:48 | Report Abuse

Stockraider & CharlesT congrats for winning Reach-WA at RM0.07. Makan pun tak habis. ;-D

Posted by stockraider > 2017-04-11 10:48 | Report Abuse

Just a small example....loh....if ur boss will have not chicken out on his challenge on raider...he would have lost millions mah...!!

As usual...ur boss...KYY just talk big a really big talker...never honour his words loh..!!

Posted by Ooi Teik Bee > 2017-04-12 09:10 | Report Abuse

The below are stockmanmy's pick and Ooi Teik Bee's pick based on the closing price on 29/4/2016.

Let us check the performance on 30/12/2016.

Bornoil 0.15 X 14,000 = 2100
CBIP - 2.25 X 900 = 2025
Ekovest - 1.42 X 1500 = 2130
Ecoworld - 1.29 X 1500 = 1935
Taan - 4.79 X 200 = 958
Jtiasa - 1.35 x 700 = 945
Total capital = 10093

Actual performance on 30/12/2016
Bornoil 0.18 X 14,000 = 2520
CBIP - 1.97 X 900 = 1773
Ekovest - 2.38 X 1500 = 3570
Ecoworld - 1.34 X 1500 = 2010
Taan - 3.95 X 240 = 948 (1 for 5 BI)
Jtiasa - 1.34 x 700 = 938
Total capital = 11759
Total gain = +1666 or +16.50%

My pick
Gamuda-WE - 0.995 X 4,000 = 3,980
Gadang - 2.08 X 600 = 1,248
Gkent - 1.71 X 800 = 1,368
Kimlun-WA - 0.705 X 1,600 = 1,128
Pohuat-WB - 0.675 X 2,000 = 1,350
WTK - 1.20 X 1,000 = 1,200
Total capital = 10,274

Actual performance on 30/12/2016
Gamuda-WE - 1.21 X 4,000 = 4,840
Gadang - 1.05 X 1500 = 1,575 (1 split into 2 and 1 for 4 BI)
Gadang-WB - 0.42 x 300 = 126 (Free WB)
Gkent - 3.04 X 1000 = 3,040 (1 for 4 BI)
Kimlun-WA - 0.67 X 1,600 = 1,072
Pohuat-WB - 0.775 X 2,000 = 1,550
WTK - 0.995 X 1,000 = 995
Total capital = 13,198
Total gain = +2,924 or +28.46%

Summary
stockmanmy gain +1666 or +16.50%
OTB - Gain +2,924 or +28.46%

I wish to post this record here for reference to avoid future argument.

I used the below magic formulae to select stocks to beat stockmanmy.
I used Margin Of Safety > 30%
I used EV/EBIT < 8
I used (22.5*EPS*Total Equity/share)^0.5
I used IV= (EPS*(7.5+1.5g)*4.4)/Y
I used Discounted Cash Flows Calculator
I used ROIC (Equity) > 12%
I used ROE > 10%
I also used the followings :-
CFFO > 50% Net Profit
Price to CFFO <= 15
Free Cash Flow > 30% Net Profit
Price to Free Cash Flow <=20
Cash Yield > 4%
Earnings Yield > 12%
Price / Book Value < 1.5
Interest Coverage > 9

I am not an accountant, I want to talk on facts and figures only.

Thank you.
Ooi

Posted by Dolly_Chai2 > 2017-04-14 15:45 | Report Abuse

haha... OTB seems like a student of KC Chong.. yup.. fundamental/value investing is still the right way to go with...

I do not know OTB in person but I think his/KC's method of investing will definitely KO the PLPman in a long run...

Posted by Dolly_Chai2 > 2017-04-14 15:47 | Report Abuse

PLPman can earn 100% in a short period of time, but at the same time, he can also lose 100% or 200% of his $$$...

Value investing is maybe slower but definitely a more secured and steady method.

Posted by stockmanmy > 2017-04-14 15:49 | Report Abuse

facts...OTB.....what happened to the bet between your Gamuda Warrant and my Econpile?

Posted by stockmanmy > 2017-04-14 16:02 | Report Abuse

not bad. Boleh pakai


https://klse.i3investor.com/blogs/stockman/95698.jsp

https://klse.i3investor.com/blogs/stockman/92512.jsp

2017 competition portfolio.

All well balanced portfolios that can handle any condition.

Posted by stockmanmy > 2017-04-14 16:17 | Report Abuse

B Graham and Value investors very popular around here , isn't it.?

I suppose we can all put the financial information in a spread sheet, apply a magic formula, and puff, out comes the answer...............and wait, and wait and wait for the magic formula to work its magic.

But B Graham died a long time ago, even before there is the internet.

Nobody dreams of using a horse carriage travelling to work, but people don't mind being suckered...if it is about a possibility for some money.

On stock picking, if I am to recommend one guru, one tip, it would have to be William O Neal and his CANSLIM....go google it your self

On the objective of all good strategies........don't get killed if wrong, makes a killing when right. If you can do that, you can be rich as KYY.

All chemical reactions need a catalyst. Have you got a catalyst? How strong is the catalyst? Is it reliable, dependable? Got a sponsor/ sponsors?

I will end this with 3 quotes from him..................


Quotes

"Since the market tends to go in the opposite direction of what the majority of people think, I would say 95% of all these people you hear on TV shows are giving you their personal opinion. And personal opinions are almost always worthless … facts and markets are far more reliable."

"The whole secret to winning and losing in the stock market is to lose the least amount possible when you're not right."

"What seems too high and risky to the majority generally goes higher and what seems low and cheap generally goes lower."

Posted by stockmanmy > 2017-04-14 19:54 | Report Abuse

A portfolio that can face any storm




145) stockmanmy +17.2% 117227.38 http://klse.i3investor.com/servlets/cube/stockmanmy.jsp
14% LEONFB 0.650 0.465 25700|14% AIRASIA 3.050 2.290 5200|12% SAM 5.980 4.900 2400|12% SCIENTX 7.910 6.700 1800|11% AAX 0.390 0.360 33200|10% MAGNI 4.930+0.06 4.190 2400|10% SCGM 3.950+0.02 3.400 2900|9% AEONCR 15.440 14.360 700|7% CSCSTEL 1.860 2.150 4600 (116956.00:271.38|240.12)

Posted by ks55_ > 2017-04-14 21:22 | Report Abuse

Who is kcchongnz?

167) kcchongnz +14.0% 113966.59 http://klse.i3investor.com/servlets/pfs/71070.jsp
24% FIBON 0.735 0.555 37000|21% MAGNI 4.930+0.06 4.190 4800|20% FAVCO 2.700 2.380 8400|19% FLBHD 1.590 1.600 13700|16% LATITUD 5.230 4.900 3500 (113915.00:51.59|239.41)

http://klse.i3investor.com/blogs/ibot/120738.jsp

Posted by stockmanmy > 2017-04-14 21:41 | Report Abuse

Who is kcchongnz?

don't know.

but looks exactly like what he teaches...all based on historical figures, ....where is his JDHM and Ace counters?

where is diversity and diversification, where is catalysts and what he is trying to do? No idea, just book work.

Posted by stockmanmy > 2017-04-14 22:00 | Report Abuse

When I built the three portfolios above, maximization of profits is never the number one criterion, all three were built to show what a well diversified, defensive portfolio and capital protection looks like taking into account business sense, management and numbers and William O Neal CANSLIM.