Some will be different, or at least the portions will be.
How good an investment is depends on the price and the change in fundamentals.
They change year from year. RCECAP was fantastic in 2017. Now, its not that fantastic, with everything so cheap. Despite its fundamental increasing and price dropping a little.
I'm honestly at a loss to decide. But now that you've said. A 5 year stock pick competition will be interesting.
===== Outliar Tbh though, Jon's picks are all long term picks anyway, its unlikely his Stock Pick 2019-2023 would be much different 31/10/2018 22:43
Dear probability, I can’t wait to see what will be the picks of all the ultimate sifu here in i3 for next year. For sure I will bet all by next year bonus on them especially on those beat down penny value stocks that have potential to become multibagger stocks.
Im going to be honest with you guys. I've never been more optimistic. Last time, its so hard to find a good investment. Everything was so expensive. I could only see certain deals in NTA type investments, albeit they were pretty good ones with good earning and decent div. But still, buying earnings is much preferred when investing.
These couple months, even good and some wonderful companies is coming close to below book, some officially went below book a couple weeks ago. I'm just so happy honestly.
These days, i feel so stress free when i buy. The profit is made the momeent a bargain is purchased. I just have to count them later.
I think you will contribute more positively if you do a write up on these 2 points
1) In Malaysia many Companies with Assets like Real Estate sitting on ancient book value which were taken private at a huge disadvantage to minority shareholders.
Tell SC to make it compulsory for all Listed Companies in Malaysia to do a Complete Up To Date Revaluation of All Properties before privatisation is allowed
This will allow all to SEE THE ACTUAL NET TANGIBLE ASSET VALUE OF THE COMPANIES
Example is the privatisation of THE STORE. THE STORE was taken private below Rm4.00. But if THE STORE's prime assets were to be revalued it should at above RM10.00 a share
And because Value Investing has been shortchanged by this long neglect people in Malaysia have shunned Value Stocks as a whole - THUS LEADING THEM TO THE ROAD OF SHARE SPECULATION BY GORENG
THIS GIVE RISE TO SYNDICATES IN KLSE When constantly Pump & Dump "useless" stocks to the foolish punters and gamblers who are like ikan bilis, sotong, water fish, sorchai & naive newbies brought to the slaughter time after time
So many got burnt that they shunned the Stock Market like the plague
Thus KLSE which should be a place to grow our monies become a place to be avoided by all means
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
4444
1,800 posts
Posted by 4444 > 2018-10-31 18:51 | Report Abuse
Very bad year. No wonder BN lose. If no recovery PH next to lose GE 15?