>>>However, i will still invest in Companies that are currently of pretty good value such as OSK, Orient, Plenitude, Gadang, Mahsing, Tropicana etc. <<<<
The problem with value investing (like Graham) in Malaysia is the lack of corporate governance and shareholder activity. The management is not under scrutiny by the public and neglects their shareholders. A prime example now is Insas.
iii >>>However, i will still invest in Companies that are currently of pretty good value such as OSK, Orient, Plenitude, Gadang, Mahsing, Tropicana etc. <<<<
I don't think these are GREAT companies. 08/07/2018 18:11 =============≠==========================
I agree, but the price maketh the investment, and they are good companies are very cheap prices.
And you will not lose money over the long run investing in these. Which is the number one rule.
And more than 50% of my investments are in what I consider to be fantastic companies. And decent to cheap prices.
I wonder if I should buy more, but the concentration is scaring me a little. I'm waiting for the annual reports to be out, so that I can study and make my decision then.
jon, i was reading your article about time. If you compare time with TM, TM has lower PE and better ROE than Time. Wouldn't that make TM better investment than Time?
Look at how much debt TM is holding. and calculate out the normal ROE.
But, given how much it has dropped. Tm definitely does look good. But valuations is now merely at the same price as TIME, instead of being vastly more expensive.
He would likely suggest lpi and pbbank. Both of which are not that expensive, considering what you're getting. ======================================== uptrending 3iii
Can you name a few companies listed in Bursa which fulfill the criteria you mentioned above?
Its far better to be humble and got for the low pe and low pb stocks. The probability of doing well over the long term is higher, as the chances of you losing money is lower.
And sometimes you eve get to buy these high performance stocks at very low prices!
Research and deep analysis is the cure to indecision. You will know whether to buy or not.
And for a high roe stock at higher than usual pe. Must really study a few times. Until you know the business so well, that a few bad quarters won't really affect you, and you can still keep buying.
======================================== Unlevered Sometimes it’s really hard to pull the trigger on good companies with high pe. Anyways good article! 09/07/2018 22:41
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Posted by 3iii > 2018-07-08 18:11 | Report Abuse
>>>However, i will still invest in Companies that are currently of pretty good value such as OSK, Orient, Plenitude, Gadang, Mahsing, Tropicana etc. <<<<
I don't think these are GREAT companies.