Posted by Sslee > 2019-10-01 12:24 | Report Abuse

Hahahaha
qqq3 glad to know you cut loss on LB and buy into the love of kcchong's magni and philip's Pchem.

Posted by qqq3 > 2019-10-01 13:10 | Report Abuse

I am not a stubborn chap. I am a trader/ speculator ( most of the time).

Posted by Fabien "The Efficient Capital Allocater" > 2019-10-01 13:44 | Report Abuse

surprised to see Magni and PChem.

thought you are more of thematic play?

Posted by Fabien "The Efficient Capital Allocater" > 2019-10-01 13:45 | Report Abuse

at least your portfolio is lean and concentrated. something which i wish to achieve in the long run

i own 30 stocks at this moment. a self-made index. hahaha

Posted by qqq3 > 2019-10-01 14:08 | Report Abuse

magni....I wrote an article about who/ what benefits from US tarifs on China..........surely clothing companies is one the major items affected.

pchem....very small position only....But P Chem is a good one for higher product prices, higher volumes and lower costs...also I think some facilities in saudi affected............

Posted by Fabien "The Efficient Capital Allocater" > 2019-10-01 14:33 | Report Abuse

didn't know Magni benefits from trade war. though i know Nike is doing well.

what i know of trade war beneficiaries are furniture companies and EMS or contract manufacturers

Posted by 3iii > 2019-10-01 15:47 |

Post removed.Why?

Posted by qqq3 > 2019-10-01 16:40 | Report Abuse

no need to thank me. Last few times, I shared my portfolio, my shares go up immediately. No exception this time.....Like that I will share more often......lol....

Posted by Sslee > 2019-10-01 17:31 | Report Abuse

Hahahaha
qqq3 why took profit on Armada? And not dumb dumb hold?
Posted by qqq3 > Sep 3, 2019 9:19 AM | Report Abuse
agreed, just dumb dumb hold...today is a bad , still green......
Stock: [ARMADA]: BUMI ARMADA BHD
Sep 1, 2019 11:09 AM | Report Abuse
2 nd quarter...
PBT $ 100 m
add depreciation $ $ 200 m
PBT plus depreciation is $ 300 million operating cashflows for 2 nd quarter....X 4 is $ 1.2 billion a years with possibility of better performance from recovery in OMS and Kraken...............

Wonder whether Icon8888 already took profit but for sure stockraider will cut win when Armada drop from 355 to 255

Posted by 3iii > 2019-10-01 19:59 | Report Abuse

http://www.investlah.com/forum/index.php/topic,80192.0.html

qqq3 portfolio

Posted by 3iii > 2019-10-01 20:06 |

Post removed.Why?

Posted by qqq3 > 2019-10-02 09:31 | Report Abuse

Vitrox $ 8............long term investors see new high........the most innovative company in Bursa.

Posted by qqq3 > 2019-10-02 09:34 | Report Abuse

magni $ 6.70 already......

fierce lah.....

Nike supplier, what can go wrong?

Posted by qqq3 > 2019-10-02 09:42 | Report Abuse

vitrox $ 8 already....surely MI turn

Posted by qqq3 > 2019-10-02 15:01 | Report Abuse

top gainers today........Vitrox, Magni, Penta, Unisem, MI...........all theme play.....all technology and apparel.................good and happy day............

Posted by qqq3 > 2019-10-02 19:08 | Report Abuse

abien "The Efficient Capital Allocater" > Oct 1, 2019 1:45 PM | Report Abuse

something which i wish to achieve in the long run
============

can change but must do 2 things....

be prepared to take profits/ cut loss in non core counters in other words trade to keep total counters small.

trade within small number of counters like PNB trade PNB counters. too high reduce, too low increase.....or ....price keep going up, keep increasing....like kyy.



or if u are genuine investor, like Philips, then money averaging of a few selected counters, irrespective of market.

Posted by Fabien "The Efficient Capital Allocater" > 2019-10-02 19:49 | Report Abuse

hmmm, i'm more of Peter Lynch style. many small positions in what he himself termed it as "tune in later" stocks, so that i keep it in view and follow their story. skin in the game, yo!

Posted by Fabien "The Efficient Capital Allocater" > 2019-10-02 19:53 | Report Abuse

basically, i keep 2 portfolios la. A and B

B is concentrated. just 5 stocks. comprising of big blue chips. defensive portfolio, passive investing

it's like following Benjamin Graham advice la.
A is portfolio for enterprising investor...comprised of many small mid cap stocks, rebalance every half yearly

Posted by 3iii > 2019-10-02 21:30 |

Post removed.Why?

Posted by qqq3 > 2019-10-03 09:40 | Report Abuse

magni fierce.....dow down 500 still green.............

Posted by qqq3 > 2019-10-03 09:43 | Report Abuse

Dow was priced for perfection.....


surely Dow has more risk than bursa............

Posted by qqq3 > 2019-10-04 09:24 | Report Abuse

themes.............the themes now are apparel and technology ...watch out for weakness in ringgit.............

Posted by qqq3 > 2019-10-04 09:25 | Report Abuse

Stock: [MAGNI]: MAGNI-TECH INDUSTRIES BHD

Oct 3, 2019 8:38 PM | Report Abuse

I will not consider selling magni without $ 7.50, in fact smarter still is keeping for a few quarters...............

Posted by qqq3 > 2019-10-04 16:51 | Report Abuse

TSMC, got at 44...now also 48 already...thanks to icon888.....

Posted by qqq3 > 2019-10-07 09:18 | Report Abuse

how to make money? u make money when u have the right shares at the right time.................


recently, when u have the following shares, u make money.........

OG Dayang, Carimin

Apparel Magni

Eggs Leong Hup

Technology MI, Elsoft, Penta, Vitrox


if u didn't margin and sailang, u make less. If u margin and sailang, u make more....................



https://klse.i3investor.com/blogs/qqq3/227684.jsp


https://klse.i3investor.com/blogs/qqq3/226123.jsp


how to make money? Focus on shares benefiting on US tarifs on China..............

Posted by Icon8888 > 2019-10-07 23:48 | Report Abuse

Oh I am still holding armada

Looking for reasons to sell

But so far can't find one yet

Posted by Icon8888 > 2019-10-07 23:49 | Report Abuse

qqq3 tsmc results will be announced on 17 October

Posted by value88 > 2019-10-08 00:00 | Report Abuse

Should not sell Armada, i think it still has long way to go.
I also have MI and MPI.
MI is also a stock to hold, its potential is huge.

Posted by qqq3 > 2019-10-08 00:33 | Report Abuse

ed by Icon8888 > Oct 7, 2019 11:48 PM | Report Abuse

Oh I am still holding armada
=======

not just armada...many shares u have I no longer have.