What is so difficult? After buying a good stock cheap, then sembayang kuat kuat to improve your luck. You need knowledge to buy and sell but you need luck to win
A bit dissappointed with the article. Expected something more.
However, thanks for the effort.
Bad news is you have yet to discover the 'game changing' investing methodology, but to view it from different perspective, whatever returns you are seeing now can be further improved substantially.
Dear Icon8888, I have questions? Are INSAS and TA asset paly or earning play? INSAS earn growing profit from Inari and TA from hotel operation. Can a share be both asset and earning play?
the good news is foreigners holding Government bonds is only 14%....That means we can handle it, there will be no crisis, no Greek situation....and depreciation of ringgit is only a 50/50 event.
the bad news is that every thing has changed...even the strategies that applied before has to change....target prices have to reduced, 10% profits target most cases good enough, you don't sell other people will sell, stock selections more narrow, and keep the thinking cap on always.
business sense will keep you in the right stocks.....keep reviewing your portfolio.
just to make 10-15% , you have to be early and keep to the stocks with good business sense.
I do not think high NTA, or low PE stocks is of any use ..............only stocks that can attract people to keep buying is good enough to buy.
it's correct, i called it growth investor. Try to look those development of new factory/production/plant which expected to complete within next 1 year and lesser , many example to prove such as JHM,Comcorp,bslcorp,kgb, few more ..within a year it will double provided that qtr rslt is improving. Another challenge would be to find the best time to sell it back. Greedy another bad chapter to cover.
If there's anything Ive learned it is that people just want to be spoonfed
Hence why in the end its ultimately better to manage outside money
That said in the near-term probability of upside is tilted towards exporters - gloves, apparel, furniture (maybe) etc
You have a strong US economy and jobs data and looming Fed rate hikes coupled with the recent change in our government (lets give them some time to iron out the kinks and implement their policies...) you would expect MYR to depreciate against the USD
invest in bear and harvest with bull. Choose the counters intelligently and you will be rewarded handsomely.
Currently internet/technology counters gone crazy in Taiwan market. Any one can share what technology counter in Malaysia to be in the watch list? myeg?
Thks for sharing and good point "Malaysia is different from the US and other developed countries" The strategies buy on hold can used for some growth stock like Dialog, QL, AJI & pMETAL. 90% Others stock most like prescription only
I guess Tun M will not let RM=4 /USD, I predict it will strengthen to 3.8. Steel counters will do very well with this as they import 90% of the raw mat
1. I agree that one should be realistic with their return instead of taking on excessive risk. But even at 15-20% CAGR can be a risky proposition for most investors.
2. How well Calvin Tan is doing with his investment aside, it has nothing to do with how well asset play is in Bursa. Imagine saying "The 100 years old uncle next door has been smoking his entire life, therefore, smoking is harmless." Calvin Tan's portfolio is nothing but one sample size. The law of small number. Using this inductive reasoning to imply whether an investment strategy i.e asset play is effective is misleading. In addition, if Walter Schloss is still alive and investing today, chances are you are going to see lots of losses in his portfolio 90% of the time. As the name imply, asset play is a game of magnitude. Frequency, you are going to see losses most of the time, but the point of asset play or cigar butt if you want to call it that name is gains from a few stocks in the portfolio should more than enough to make up the losses of the majority. And if a majority people in i3 believe in Icon and start avoiding asset play from today, won't that make asset play more attractive with higher expected value?
3. While I agree there isn't many moat in M'sia compare to US, which is common sense, that is far from saying cyclical play is an 'easy' game for most investors. How many dip their toes in O&G play right before GE13 and get killed when the bust comes? How many people ride the boom on export/furniture stocks died in 2016? And to be frank, export stocks ain't 'cyclical', that's nonsense euphoria build on currency stupidity. Things always look obvious at hindsight. To add further point, most investors are trend followers rather than contrarian, what happens when a trend followers hit on cyclical stocks? That's the quickest way to die.
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Posted by Alex™ > 2018-06-12 22:02 | Report Abuse
dun play play oh, probability sifu spot hrc earlier than uncle koon, hehe