7 people like this.

122 comment(s). Last comment by poorkid 2017-05-05 03:46

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 19:19 | Report Abuse

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA).

Before coming to i3, I thought that exists only in freshies' dreams. ....you know....those fresh out of college, or fresh just bought and finished reading an investment paperback book.........still wet between the ears.....I didn't know it exists in real life with seasoned investors.

cheoky

2,819 posts

Posted by cheoky > 2017-04-30 19:37 | Report Abuse

U diam la stockmanny. Keep the rubbish to yourself la. Talk so much here, u r very lonely in real personal life?

stockraider

31,556 posts

Posted by stockraider > 2017-04-30 19:48 | Report Abuse

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA)......I hope they don't get anymore Red Chips in Bursa.
YA LAH UR SIFU KYY BOLOH....GO N BUY REDCHIP LIKE XINGUAN AND MSPORTS LOST HIS PANTS LOH....!!
SOME MORE SAY SUPERINVESTOR...NOT EMBRASS MEH ??

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA)......in the majority of cases, they are trading at low PEs, high NTA for a reason......sunset industries, too small and no track record, untrustworthy, not tested, Red chips in Bursa.YALOH UR SIFU...GO N BUY LOSS MAKING COMPANY LIKE JAKS...VELI STUPID MAH...!!

what about turnarounds? banks? technology stocks? themes? blue chips? growth stocks? ....all these will fall out of OTB radar......
what about the basic requirement of a diversified portfolio with negatively co related characteristics?

what about business, people then only prices?
how about reading the whole Annual Report instead of just the audited accounts?
you really want that kind of radar? really really want that kind of radar?
PANLAI...MEANS BUY STOCK WITH MARGIN OF SAFETY WITH IMPROVING PROSPECT LOH....!!
DON GO BUY JUNK LIKE JAKS AND ECERSENDAI LOH....!!

probability

14,402 posts

Posted by probability > 2017-04-30 19:53 | Report Abuse

i was actually wondering what is the use of stockman in i3....actually zero....but then i realized its actually not completely zero...

(1) he can be used to promote blogs...
(2) pure entertainment...

....and most importantl no. (3)....





























...for old man bashing! he he..

Apollo Ang

3,181 posts

Posted by Apollo Ang > 2017-04-30 19:55 | Report Abuse

actually china stocks listed here is scam. come to think of it likely the Chinese directors are nominees only.msian promoters is actually the main culprit

CUTLOSS

250 posts

Posted by CUTLOSS > 2017-04-30 20:31 | Report Abuse

Who actually cut loss in red chips like myself? Those brave hearted buying Sinotop at 10 sen made 7 times their capital less than 1 year.

Posted by Apollo Ang > Apr 30, 2017 07:55 PM | Report Abuse
actually china stocks listed here is scam. come to think of it likely the Chinese directors are nominees only.msian promoters is actually the main culprit

Apollo Ang

3,181 posts

Posted by Apollo Ang > 2017-04-30 20:43 | Report Abuse

u didn't buy CAP? consumer association of penang....hahaha now only 0.025

Apollo Ang

3,181 posts

Posted by Apollo Ang > 2017-04-30 21:17 | Report Abuse

u bought sinotop, no include sino huaan in your portfolio? haha

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 21:26 | Report Abuse

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA).

Before coming to i3, I thought that exists only in freshies' dreams. ....you know....those fresh out of college, or fresh just bought and finished reading an investment paperback book.........still wet between the ears.....I didn't know it exists in real life with seasoned investors.


that would be principally raider and OTB., I guess.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 21:36 | Report Abuse

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA)......I hope they don't get anymore Red Chips in Bursa.

good stocks ( strong Balance Sheet) at low prices (low PE, high NTA)......in the majority of cases, they are trading at low PEs, high NTA for a reason......sunset industries, too small and no track record, untrustworthy, not tested, Red chips in Bursa

what about turnarounds? banks? technology stocks? themes? blue chips? growth stocks? ....all these will fall out of OTB radar......

what about the basic requirement of a diversified portfolio with negatively co related characteristics?

what about business, people then only prices?

how about reading the whole Annual Report instead of just the audited accounts?

you really want that kind of radar? really really want that kind of radar?

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 22:03 | Report Abuse

A portfolio of Airasia, WCE and Ekovest.

A good long term portfolio

A portfolio of companies with very good long term prospects.


For a shorter term portfolio, what is needed are very company specific characteristics such as theme plays, turnarounds, growth stocks, take overs and injections, X factors. For that, you have to read the news, read the whole Annual reports.....not just the Audited Accounts.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 22:17 | Report Abuse

I believe to make sure your investment always cross checked,,, third party eg. foreigner shareholders would act as safeguard wacther .

Especially when they are too big ...

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 22:42 | Report Abuse

when I first joined, I thought ven and icon were masters of pump and dump small caps. , taking advantage of large followings.

I was wrong.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 22:56 | Report Abuse

No lar, I'm small than peanut who trying very hard to learn from icon8888 ...
His article always inspired me ma.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 22:57 | Report Abuse

Now, I'm learning from manmy lor... To be Dynamic ma.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:03 | Report Abuse

When talking Dynamic it can be too wide and general.
Must be more simplified and in organised lor , for learner like me lor.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:07 | Report Abuse

The views can be totally goes from Bottom up to Upside down.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:08 | Report Abuse

Believe me, icon8888 is a respectful master of wisdoms.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:16 | Report Abuse

Manmy, most i3 readers are more looking for penny > mid cap.
If your sharing abiut the Big Cao Counter would be good , juz very boring lor.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:17 | Report Abuse

Bull Run shud spike some interest for the Big Cap.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 23:29 | Report Abuse

look at SCGM...a virtual monopoly, sky high PE , now issuing bonus and free warrants....it cannot be captured just looking at audited accounts.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-04-30 23:32 | Report Abuse

SCGM, a virtual monopoly because demand more than supply....They choose customers, not customers choose them.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:45 | Report Abuse

They choose customers ?
Hiw manmy come across this, anyway SCGM has certain moat in the industry.
Recent Titan to be listed in Bursa shall benefit the polymer user giving currently STABLE price to cost.

VenFx

14,784 posts

Posted by VenFx > 2017-04-30 23:52 | Report Abuse

Luxchem/Superln/Scgm/karyon/spritzer (polymer user)

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-01 00:03 | Report Abuse

They choose customers, not customers choose them. That is what they tell analysts and it is mainly true.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-01 00:06 | Report Abuse

value investors armed with their 20 ratios and 10 formulas , do they know what they are doing or not?

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 00:15 | Report Abuse

Why bother ? As long your Dynamic view can bring good monies.
SCGM worthy to buy.

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 00:19 | Report Abuse

What I learned from OTB's selection criteria is , u can always find a small cap before they turn to be a strongest in its field.

While for Dynamically , its more like searching for the Elite Members.

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 00:20 | Report Abuse

Dynamic investing 易懂难精

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 00:22 | Report Abuse

Sometimes, its like 八卦阵, can lost inside without proper guidance.

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 01:03 | Report Abuse

Aeocr
Myeg
Dsonic
Gdex
Ghl
Can this counters come to you while practising Dynamic investing ?

poorkid

225 posts

Posted by poorkid > 2017-05-01 01:16 | Report Abuse

Venfx sifu why Eg not paying dividend is not a problem but a problem in China stocks?

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 01:20 | Report Abuse

U got to seek Sc why they let the Red Chip coming in lor...
把关不 strict , and less convincing account set ...
So, problem is not on the Div. Only ...got it ?

newbie5354

544 posts

Posted by newbie5354 > 2017-05-01 01:22 | Report Abuse

Very unfair only people dig China stocks not paying dividend when many local stocks don't as well.

VenFx

14,784 posts

Posted by VenFx > 2017-05-01 01:28 | Report Abuse

这是人性
想要突破
红筹得
走出去
告诉人啊

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-01 02:13 | Report Abuse

Aeocr
Myeg
Dsonic
Gdex
Ghl

This year, I have made money in AeonCr, MYEG. Gdex and GHL....still have AeonCr.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-01 03:35 | Report Abuse

Trading....this is the first time I write about trading. I don't like to write about trading because it is very personal, happens very fast and I don't discuss with anybody....

I prefer to write about dynamic investing because the ideas are more transferable.

Trading is too personalized to be transferable.


In the trading portfolio, the normal profits 10% to 20% per counter...so far this year, my losses are 2 to 3% per counter because I wanted the money to buy some thing else. I try to cut loss and let profits run to 10 to 20% before I sell. As much as possible, I will also like to average up...and average down not so much .

some times, like Southern Steel, it jumps up the day after I sold at cost., because I wanted to buy AAX. In steel , I still have Ann Joo , CSC which are in the money so I sold Southern Steel which is at cost. mainly because it is also my intention to reduce exposures to steel counters because steel raw materials prices are on the way up. The 3 steel counters were purchased the day they extended the duty.

The last few months, It has been very easy making trading profits. It is not going to be like this all the time. As long as no cut loss, as long as got shares, every dog has its day in the last few months...as long as got shares...and every sale transaction is a mistake , pretty much sums up the last few months.


The trick to making money the last few months then becomes....just find the inspiration and guts to buy shares..any share with a theme play...no kidding.

soojinhou

869 posts

Posted by soojinhou > 2017-05-01 06:02 | Report Abuse

Stockmanny, u talk too much.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-01 07:20 | Report Abuse

go back to your balance ratios and formulas.


soojinhou > May 1, 2017 06:02 AM | Report Abuse

Stockmanny, u talk too much.

Posted by BornToSpeculate > 2017-05-01 10:08 | Report Abuse

Are we serious. We are comparing the views of uncle KC ( frankly never heard of him in the business world or investment world ) and uncle KYY, someone that no one will deny that understands business and has an impressive track record in the corporate world and also investment.

From what I know about their respective contribution to our forum / investor society

uncle Kyy shares his views and donates millions to charity ? But we criticize him. I wonder how much charity the rest of us do..
Uncle KC apparently preaches investments strategy and charges society for it.

If u claim u are a better investor, earn more and donate more than kyy, u will get our respect

stockraider

31,556 posts

Posted by stockraider > 2017-05-01 10:33 | Report Abuse

Posted by BornToSpeculate > May 1, 2017 10:08 AM | Report Abuse

Are we serious. We are comparing the views of uncle KC ( frankly never heard of him in the business world or investment world ) and uncle KYY, someone that no one will deny that understands business and has an impressive track record in the corporate world and also investment.
KYY IS AN OUTDATED DINOSAUR BUSINESSMAN...HE RETIRED MORE THAN 20 YEARS AGO...!! IF KYY SO GOOD...WITH GREAT BUSINESS APTITUDE, HOW COME HE LOSE MONEY EVEN IN HIS FORMER OWNED COMPANY LIKE MUDAJAYA ??

From what I know about their respective contribution to our forum / investor society. THIS KYY...IS A CONMAN...IF JUST SEEK SO PUBLICITY WITH LOADS N LOADS CONDITION..HIS DONATION TO TAR UNIVERSITY DID NOT HAPPEN BCOS HE PURPOSELY IMPOSE ALOT OF CONDITIONS UNTIL IT FAILED LOH.

uncle Kyy shares his views and donates millions to charity ? But we criticize him. I wonder how much charity the rest of us do..
Uncle KC apparently preaches investments strategy and charges society for it.YES..UNCLE KYY DONATE MONIES TO SOCIETY....BUT HE DO ILL GOTTEN GAIN BY CONNING STOCK INVESTORS WITH HIS MANIPULATION...WHAT IS DIFFERENT OF HIM WITH DRUG PUSHERS, AND ILLEGAL 4D OPERATORS WHO ALSO DONATE MILLIONS TO SOCIETY ALSO LOH...!!

KC IS A PROFESSIONAL MAKE AN HONEST LIVING...NOT WRONG MAH..!!

If u claim u are a better investor, earn more and donate more than kyy, u will get our respect. AS RAIDER SAY U CON ALOT LIKE KYY...THEN HE DONATE SOME TO SOCIETY OK MAH....!!
KC TEACHES U THE ART OF MAKING MONIES THE RIGHT WAY FOR A FEES...!!
IF U GO TO UNIVERSITY U NEED TO PAY ALOT OF FEES TOO MAH AND ALOT OF PARENTS ARE STRUGLLING WITH THAT MAH...!!

KC ONLY CHARGES AFFORDABLE SMALL FEES....COMPARE WITH KYY CON UR MONIES WITH NO FEES...U TELL ME WHO IS BETTER LEH ??

Ooi Teik Bee

11,105 posts

Posted by Ooi Teik Bee > 2017-05-01 11:16 | Report Abuse

HIS DONATION TO TAR UNIVERSITY DID NOT HAPPEN BCOS HE PURPOSELY IMPOSE ALOT OF CONDITIONS UNTIL IT FAILED LOH.

Ans : Please be fair in making this statement, the aforesaid statement is not true. MCA refused to accept the terms and conditions imposed by Mr Koon.
The same money (RM 70 million now but not 30 million) is donated to Penang government to build hotel for University students on same terms and conditions.
The objective of this donation is still the same, no change on terms and conditions. Penang government accepted it.

Mr Koon is sincere and wanted to donate this money for charity. I am very fortunate to get involve a bit in this donation. Mr Koon told me before he made this announcement.

Please be fair and not bad mouth his good intention on this donation. I do not wish to side Mr Koon on this matter. I talk with facts and figures and I just tell the true story.

Thank you.
Ooi

stockraider

31,556 posts

Posted by stockraider > 2017-05-01 11:25 | Report Abuse

Posted by Ooi Teik Bee > May 1, 2017 10:58 AM | Report Abuse

HIS DONATION TO TAR UNIVERSITY DID NOT HAPPEN BCOS HE PURPOSELY IMPOSE ALOT OF CONDITIONS UNTIL IT FAILED LOH.

Ans : Please be fair in making this statement, the aforesaid statement is not true. MCA refused to accept the terms and conditions imposed by Mr Koon. RAIDER VERY FAIR ONE....MCA REFUSE TO ACCEPT THE TERM & CONDITION IMPOSE BY MR KOON LOH...!!

The same money (RM 70 million now but not 30 million) is donated to Penang government to build hotel for University students on same terms and conditions.AS RAIDER READ THE INFO...ON PENANG...KOON DONATE & BUILD HOSTEL..PENANG GOVT PROVIDE LAND....BUT THE FEES & RENTAL CHARGE ON STUDENT RENTAL...COLLECTED BY KOON TRUST...NOT PENANG GOVT...SO EASY BUSINESS PREPOSITION...U GIVE THE LAND...I BUILD THE HOSTEL...I COLLECT THE FEES...LIKE THAT GENUINE DONATION MEH ?? IT IS A BUSINESS DEAL, WHERE KOON GOT NO LAND COST MAH..!

The objective of this donation is still the same, no change on terms and conditions. Penang government accepted it.THIS KOON IS TAKING ADVANTAGE LOH...UNLIKE ROBERT KUOK DONATE WITH SINCERE HEART...KOON NO LOH....!!

Mr Koon is sincere and wanted to donate this money for charity. I am very fortunate to get involve a bit in this donation. Mr Koon told me before he made this announcement.AS RAIDER MENTION IT IS JUST A BUSINESS DEAL...TAKING ADVANTAGE OF LAND...PROVIDED BY PENANG GOVT LOH!!

Please be fair and not bad mouth his good intention on this donation. I do not wish to side Mr Koon on this matter. RAIDER IS FAIR...NO BAD MOUTH...KYY ALWAYS GOT ULTERIOR MOTIVE...U NEED TO JUST UNCOVER LOH.!!
ALWAYS DON LOOK AT SURFACE LOH...!!

Ooi Teik Bee

11,105 posts

Posted by Ooi Teik Bee > 2017-05-01 11:33 | Report Abuse

You are wrong, Mr Koon has to pay RM 20 million for the land. Hence the donation is increased to RM 70 million.

Let time tells whether his intention is good or not. Penang government is very transparent on this transaction.

Thank you.
Ooi

stockraider

31,556 posts

Posted by stockraider > 2017-05-01 11:38 | Report Abuse

ou are wrong, Mr Koon has to pay RM 20 million for the land. Hence the donation is increased to RM 70 million.OK EVEN KOON PAY FOR LAND...THE STUDENT HOSTEL FEES IS COLLECTED BY KOON'S TRUST MAH...!!
IT IS STILL A BUSINESS PREPOSITION AND EXTEND KOON LEGACY MAH...!!

Let time tells whether his intention is good or not. Penang government is very transparent on this transaction. NO NEED TO WAIT LAH...THE INFO GIVEN....IS KOON JUST VENTURE INTO HOSTEL BUSINESS MAH...!!
IT IS NOTHING CHARITABLE ABOUT THAT LOH....!!

Thank you.
Ooi

Surewin123

12,591 posts

Posted by Surewin123 > 2017-05-01 11:44 | Report Abuse

Sometimes it hurts to see sifus fighting with each other. As newbie needing guiding hands in this shark bursa world, I'm a little confused. I just broke even in my first trading month thanks to one sifu at i3.

Candlestick, breakouts, support, entry, resistance, position size, risk management, money management, fundamentals, technicals, trading rules....

Don't fight la, if i win money i belanja all sifus eat ice cream ok?

p/s: McD icecream RM1 version.

Posted by BornToSpeculate > 2017-05-01 12:23 | Report Abuse

myongcc5 instead of criticizing me, put forward your argument instead of saying something a 5 year could have replied

rchi

20,923 posts

Posted by rchi > 2017-05-01 12:51 | Report Abuse

it is ok to fight,fight means they still have the 'fire'..this is wat is needed to win in bursa....hahaha.

not bad lar stockman,20% per ctr...next time try get one with 100% or even 200 %...like gdex-cd.....wakaka

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-01 12:59 | Report Abuse

you got it exactly right.
the market do not reward smooth talking. The market rewards those who have an opinion, take risk and later proven right. And if want the market to make a difference, have to sailang like KYY.

every tycoon, everyone who ever succeeded have faced 10 naysayers, the doubters, the pessisimists.
the right attitude is called skeptical optimism.....and being steady., not nervous. high self esteemed, no need to be shy about it.
what can be taught becomes popular memes....it is what cannot be taught, what is inside and deep love for reading and learning that makes the difference.





BornToSpeculate > May 1, 2017 10:08 AM | Report Abuse

Are we serious

soojinhou

869 posts

Posted by soojinhou > 2017-05-01 13:49 | Report Abuse

Wow, stocknanny, still talking. You sure like to talk.

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