Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

sometimes the best way to buy stocks, is just to buy and forget, the coffee can investing strategy really works actually.

Posted by Sslee > 4 weeks ago | Report Abuse

I had been in the olechemical industries for all my working life.
I had see many cycles of up and down in the oleochemical industries based of demand growth and supply growth imbalance.

In short many if not all industries are cyclical in nature with their up and down cycle. Thus timing the cycle is very inportant if you aim to outperform the market.

If you are at rich as Philip then no worry you can continues average down your cost at the down cycle and if you do that long enough then for sure the up cycle will come one day and your stocks start to perform again

But for many of us that is not so rich and can't afford to continues average down while waiting for the up cycle then knowing the market supply and demand imbalance condition will stand you a good chance of buying low and selling high.

By the way Philip Pchem is now on the down cycle ie supply growth outpace the demand growth.

Posted by xiaoeh > 4 weeks ago | Report Abuse

Agree with Sslee sifu

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

Never forget that when you buy food companies it comes with share buybacks and dividends that reward you as you wait. So in the end as you keep buying over time your holding costs get lower and lower. This is a much better approach long term then buying into Jaks, xinquan and companies like insas where you are waiting and waiting and waiting without hope for any upcycleor downcycle. Remember even if down cycle, successful companies just keep on expanding and investing in good growth projects.
>>>>>>
By the way Philip Pchem is now on the down cycle ie supply growth outpace the demand growth.

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

It is up to you to pay and trade stock market, but the big secret is this: how much can you plow into those type of play play stocks? 5%?, 10%? I remember once I asked if you would like to manage money for me, but your response was a lot of hewing and huffing. So the fact is simple, talk is cheap. Results must follow with actions. Why Warren Buffett so successful? He put 100% of his networth into buying one stock: Berkshire Hathaway. Instead of trading here and there and buying here and buying there.

Why lilu so successful?
Why prabaah so successful?
Why creadorv so successful?

Why I never heard of your top paid sifu Harrison ho?

The answer is very simple. When we come to looking for investment results, very few actually have the ability to back things up with facts and figures

Posted by Sslee > 4 weeks ago | Report Abuse

Xingquan is my beginner mistake, don't cry over it but just learnt the painful lesson.

Jaks is my trading stocks for my free bintang beer same as when I trade on star recommended by Philip.

As of Insas hope Philip still can remember the below on:
Stockraider Insas Vs Philip QL
And my Insas vs Philip Pchem.

PS: I had sold most of my Insas with good profit and bought Jayatiasa. So wish me luck in Jayatiasa.

Stock: [INSAS]: INSAS BHD
Jun 4, 2023 4:23 PM | Report Abuse

Ular,
Some year back stockraider even win his bet with Philip Insas Vs QL

Now I'm trying to repeat what stockraider has done:

Stock: [INSAS]: INSAS BHD
Apr 8, 2023 11:07 PM | Report Abuse

Since insas is my 50% holding and Pchem is Philip 38% holding.
1 year bet insas RM 0.775 vs Pchem RM 7.50.

The race is on Insas break RM 1.03 or Pchem break RM 10 in 1 year time.

After that I might challenge 3iiii

Posted by TheContrarian > 4 weeks ago | Report Abuse

@MrSslee, your mistake on Xingquan is irrelevant today. You have since made so much gains from share investment. People who brings up your mistake on Xingquan are obvious losers who are just plain envious of your gainful success in share investment.

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

In fact there are many people in my group that have bought big into jayatiasa, and I always wish everyone well in their investments, especially as I also have been blessed with good returns over the years. But in my opinion I prefer a much more shareholder friendly management during this period of high cpo 4500+ pricing which I like inno plantations a lot for their good sharing of dividends

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

Fyi QL vs insas today QL already won by a mile with bonus shares and growing earnings.
As for insas your perceived value was nav rm4 and yet you sold at rm1 which is still far below your touted nav value. Meanwhile I obviously bought pchem big at rm4+ and enjoy huge dividends along the way to bring my holding balance cost to below rm3.65 (2.7 million shares at a cost of 10.2 million ringgit). So why do I need to sell my share when the holding cost is 3.65, pchem giving generous dividends if 50% payout ratio, meaning it is building up more and more cash hoard and doing good business? As usual just by holding and doing nothing and buying more over time I get to enjoy more and more share ownership over time which will bring my holding cost even lower, and bring me more returns when pchem share price increase over time

>>>>>
As of Insas hope Philip still can remember the below on:
Stockraider Insas Vs Philip QL
And my Insas vs Philip Pchem.

Posted by Sslee > 4 weeks ago | Report Abuse

If you are super rich then you can invest like KYY or Philip

KYY at time reckless in average up an uptrending stock with ever increasing margin and when his stock made a sudden U turn he get his hand burnt with margin forced selling.

In the other hand Philip like to average down his good fundemental stock with his available margin and then watch his stock recovered back it value.
In between Philip is smarter to cut lose his Serbadk and Serbadk bond instead of average down.

Philip is right on his long game but proven stockraider and me beat him on the short putt. (A win is still a win)

As of average people you need to learn from TheContrarian how to buy low and sell high. By the way TheContrarian managed to make 4X from Insas price fluctuation.

So imagine if only Philip able to do what TheContrarian did then his return will be many times higher.

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

Sure if you really meet someone who is able to take buy sell buy sell buy sell at peak and troughs every single time do introduce to me. I know for a fact almost every "sifu" out there says the same thing and yet is never able to show their portfolio holdings to anyone. I also remember you going to seminars and giving talks at i3investor investor days and yet you also never seen to be able to show your own portfolio results. So may I ask just a simple question? What is your past 5 years total CAGR growth? In real life, not the things you post on i3investor which you seem to be proud of doing but your actual investment results?

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

So the question here is how much of his net worth was he actually able to put in to buy sell buy sell with this strategy? As usual talk is always easy, telling people to do as I say but not as I do is always easy. Even that mikecyc seems to be able to be able to do perfect trades in Jaks making money while almost everyone else is losing money in it. But of course when you take accountability out the window, I also can tell you that my biggest earners were buying Nvidia and tesla and palantir at the perfect lows in 2021 and holding into it today. But then again the only people who would know is ourselves if we actually make money from stock market or not
>>>>>>>
As of average people you need to learn from TheContrarian how to buy low and sell high. By the way TheContrarian managed to make 4X from Insas price fluctuation.

So imagine if only Philip able to do what TheContrarian did then his return will be many times higher.

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

If you want recognition so badly and win, then you have it! Ok since you want to be associated with people like stockraider so much and his promotions you are much more than welcome to join those type of people. For me I prefer to show via actions what I buy and how my portfolio performs long term that anyone can see what my results are like and how I invest and allocate ever larger sums of money that can compound over the years instead of just talk how I buy this and earn that but can never show how their portfolio grows. I remember in 2019 you keep on talking about how bad QL is as an overpriced investment vs insas, meanwhile QL market cap grew from 8 billion to today 16 billion market cap. While your insas is still "undervalued" after during that period, the problem with you using only share price as metrics is you fail to look at bonus shares, shareholder friendly actions. In any case since you love to use short putt and look at those short results, then good on ya! Hope you learned all your lessons before this, and one day you also can get 20% CAGR growth yearly Lee. When that happens wish you the best, but as you said you put your entire networth into insas for last 5 years, so I doubt you were able to get that kind of growth, which I think you finally realized when you pulled out of insas, while realizing that ql suddenly became a 16 billion company with more growth to go, Mr diy and 99 speedmart all becoming multi billion dollar companies due to the long game as they say... Hope you learned something new this time around unless you are still stuck in your old ways of buying cheap companies instead of high quality ones over the long term

>>>>>>
Philip is right on his long game but proven stockraider and me beat him on the short putt. (A win is still a win)

Posted by Sslee > 4 weeks ago | Report Abuse

Me, learning from everyone and now trying to build a portfolio that will earned me a dividend of 200k+ and capital appreciation. On and off a small trading position for my free bintang beer and for the fun of it.
So investing can be fun and not as boring as Philip portrayed

What I'm trying to say is do study the fundamental but look also at the bigger picture on demand and supply and you should do well in buying low and selling high.

PS: Don't be like Mike-tikus not even know jaks got cash flow problems and die die also must promote jak with his half past six facts and figures every forum he go for the past one and a half year.

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho why you promoted SCIB even the Major is on Force Sell on July 2024 … with TP RM 1.00 by early 2025 ?

Posted by TheContrarian > 4 weeks ago | Report Abuse

Dear MrSslee, please don't go around highlighting an average person like me made a four fold gain on Insas (over a 6 years period). People just can't accept that fact even though after I revealed how it was done. Oh, well, I will just carry on making money from the stock market in my usual quiet manner. No boasting like most other people.

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho after Xingquin is delisted on 2019 due to Account Fraud , why became a Konartist sslleee play wayang in Netx with Stockraider on 2020 ..N later Kon gang with aka id from Tunepro , Hengyuan , Petronm n Insas !

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho what a pretender Konartist sslleee saying ard forums that did not sell Xingquin due to worried if sold to those cannot afford !🤣🤔

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho looks at Insas price chart a value trap with price range ard RM 0.80 to RM 1.25 ..those had study Insas will buy at Low range …

Konartist sslleee gang purposely pick the low price at ard RM 0.80 to challenge ppl n started a Competition blog ..

Posted by Sslee > 4 weeks ago | Report Abuse

Mike-tikus remember to sell your jaks before Q4 result out because Q4 will be red red due to impairment on receivables.

Posted by Sslee > 4 weeks ago | Report Abuse

TheContrarian just be yourself and continues with your winning formula.
Me and old man Philip sometime just like to argue and a little bit show-off.

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho Insas price chart :

2014 : RM 1.25

2017 : RM 1.06

2021 : RM 1.22

2024 : RM 1.35

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho why wait until Jaks Q4 result to be announced on February 2025 … just see the LSS5 2000 MW EPCC RM 7.2 billion tender results to be started announcing by November 2024 to decide !

—-
Posted by Sslee > 8 minutes ago | Report Abuse

Mike-tikus remember to sell your jaks before Q4 result out because Q4 will be red red due to impairment on receivables.

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho finally Konartist sslleee said Insas is a Value Trap !

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho Konartist sslleee even 1st win n Only win since investing from 2016 to 2023 is a Lie ! Own claimed FA n TA Guru …

Posted by Y Y > 4 weeks ago | Report Abuse

SSLee, This may not be the right platform to ask but knowing that your working life was in oleochemical industry, I need to enquire how was your staring journey like as I;m just embarking on mine in an oil palm mill. Do you have to learn all the A-Z from weighbridge to waste recovery/treatment within 6 months? Is it the typical stle for manager to denigrate one,s performance when there was no mentor/peer to guide a newbie?

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

This is why I say too many fake gurus around. What make 4x in 6 years from insas? The only way this is possible is for you to have future sight knowing when exactly to buy sell buy sell buy sell to make amazing profits in the stock. Amazing how you can make more money than the majority shareholder and the company itself during that period. Fyi during the same period QL also made the same gains from 2017 without needing to do anything and just sit tight and put more money into the stock. So Mr average guy trying to show off, do you know how rare is is for you to be able to grow your capital and put more and more into trading that way in insas? You must be an amazing trader indeed to be able capture the risk and go all in and deploy more over time. Fyi this is not about boasting out showing off, this is about a proper accounting of how I actually invested in bursa over the period and how my returns came to be over the period
>>>>>>

TheContrarian

Dear MrSslee, please don't go around highlighting an average person like me made a four fold gain on Insas (over a 6 years period). People just can't accept that fact even though after I revealed how it was done. Oh, well, I will just carry on making money from the stock market in my usual quiet manner. No boasting like most other people.

Posted by xiaoeh > 4 weeks ago | Report Abuse

Dear Philip
i'm curious to know how value investors react to big cap counters like YTL/YTLP from its IPO till today?
does value investor bought YTL/YTLP from its IPO price and hold until today?

Posted by xiaoeh > 4 weeks ago | Report Abuse

i would use pure value investor and not so pure value investor to name TheContrarian sifu and Philip sifu

TheContrarian sifu to be categorize to not so pure value investor where he buys value company and sell when mkt not in his favor and buy back

Philip sifu to be categorize pure value investor where he buys value company and hold never sell when mkt not in his favor
instead, he buys more when mkt not in his favor.

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

One thing for sure, yeoh tiong lay held a big share in ytl and kept it at 50% which let's you know how to build generational wealth.

>>>>>
xiaoeh

Dear Philip
i'm curious to know how value investors react to big cap counters like YTL/YTLP from its IPO till today?
does value investor bought YTL/YTLP from its IPO price and hold until today?

Posted by xiaoeh > 4 weeks ago | Report Abuse

no right or wrong to me
it is the trading method that suit individual preferences/comfortability level and own capability etc

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

I think I would rather characterize myself as a businessman. You buy something with the expectation of long term growth runway in a company and you hold on for the ride until the company dynamics changes(serba) or until it hits terminal value (speedmart, diy). Take for example SDS, I am buying for their long term growth into peninsular and plan to sell out once they start expanding to east Malaysia. For pchem the question I asked myself was is the revenue reduced due to company fundamentals? No. Is the earnings reduced due to temporary factors? Yes. So once market recovers and price go up I will still have a company that has 9 billion in cash, and running well and worth every penny. Three difference between me and contrarian and sslee is that majority of my networth is in stocks. Unlike them I no longer have a day job. So the big question is first how safe is the stock where I put my money in firstly, and secondly if I sell pchem how much fees do I pay, and what can I buy with the money? More important how much risk do I have to bear if I buy another stock for the long term.

There is no such thing as value investor, as everyone is looking for value. The most important thing is risk control and how safe your money is and how safe the investment is when you add margin into the mix. Fyi, a lot of my investments turned around when I added margin which is extra risk if the stock goes south.
>>>>>
xiaoeh

i would use pure value investor and not so pure value investor to name TheContrarian sifu and Philip sifu

TheContrarian sifu to be categorize to not so pure value investor where he buys value company and sell when mkt not in his favor and buy back

Philip sifu to be categorize pure value investor where he buys value company and hold never sell when mkt not in his favor
instead, he buys more when mkt not in his favor.

Posted by xiaoeh > 4 weeks ago | Report Abuse

Noted and thanks Philip for sharing your thoughts

Posted by xiaoeh > 4 weeks ago | Report Abuse

i3 indeed is the place for learning
loved i3

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho I am monitoring on 99 speedmart DY as the boss said 50 % payout !

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho PureBullShittt ke … as he said posted a Top Glove thread on 7/12/2020 that he warned ppl on Glove rally , but I read the thread is Opposite ( promoting Glove rally) !🤔


—-

Posted by PureBULL ... > 17 hours ago | Report Abuse
msia is poor on GWS = warren B will fail too n badly. 
2 choices: 

continue ur only way to hold ur choice stocks that u know best or 

to 
Play what mr mkt wants to play UP,,,

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho as usual Konartist sslleee like to recycled my facts n figures and words …

I am calling him half past 6 Guru after he owned claimed FA n TA Guru :

1.) said going to see 5 waves but didn’t know the waves name is EW .

Konartist sslleee shouting Waves 2 is coming so happily, thinking that is going Up trend but instead Waves 2 is going Downtrend!🤔


2.) even did not understand Labour Expenses n Capex ..

3.) What is Current Ratio ? ( to gauge working capital ratio within a year ）.

4.) What is Corporate Structure ? ( To understand the Corporate group of companies, including subsidiary n associates… and to plan corporate taxes ) .

—-

PS: Don't be like Mike-tikus not even know jaks got cash flow problems and die die also must promote jak with his half past six facts and figures every forum he go for the past one and a half year.

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho there r companies with DY 90 % n 60 % payout but the TTM revenue n profit is decreasing… looks good on 99 Speedmart!

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho Konartist sslleee need me to elaborate why I look good on 99 Speedmart ???

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho Konartist sslleee why ah during u want to show off :

1.) yr monthly luxuries lifestyle but U Turn in 5 minutes!

2.) how luxurious yr entertainment during visited China as Business Development Manager… but diam diam after i asked u a question!🤔

Posted by Sslee > 4 weeks ago | Report Abuse

@YY,
My carrer path:
1986-1991 SAB Production Executive - Production Engineer
1991-1996 Tioxide Shift Manager
1996-2001 SAB Engineering Manager - Business Development Manager
2001- now PT MM General Manager

For me do not stay too long at your comfort zone, dare to venture outside your comfort zone and never ending life long learning to be successful.
You can learn all the technical knowledge from the book or hand on.
But on how to managed people and how to handle owner boss you need to learn hand on.

As of palm oil mill most likely Philip can tell you something as if I am not mistaken Philip work in palm oil mill before and he met the QL boss while working in palm oil mill.

Posted by Philip ( buy what you understand) > 4 weeks ago | Report Abuse

This is one of the few good advise that I agree on with you. In terms of investing/trading, exciting does not necessarily equal profitable.

>>>>>>
For me do not stay too long at your comfort zone, dare to venture outside your comfort zone and never ending life long learning to be successful.
You can learn all the technical knowledge from the book or hand on.
But on how to managed people and how to handle owner boss you need to learn hand on.

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho really laugh live me le , Konartist sslleee said want to challenge ethical Sifu 3iii le :

A) I asked Konartist sslleee during he is promoting Jtiasa :

1.) What is Indonesia CPO export ban status?

2.) What is Indonesia Biodiesel program progress n status?

His reply is just want to make money !🤣👍👏

I asked him also what is his selection criteria for Growth n Dividend stock ? He just bla bla bla showing his half past 6 same as Corporate Structure in Insas forum !🤣🤔

Posted by Y Y > 4 weeks ago | Report Abuse

Thanks SsLee for your kind guidance. I'm just perplexed as to why managing staff has to be by means of scolding when a more courteous way is deemed inadequate - on the other hand you've to learn from these old timers (operators/supervisors) when you first join in. Now that you are few months into the job, it doesn;t feel right to shout/scold or demand these very people to do things u want immediately. Granted some RSPO/MSPO requirements may be urgent, at least give them time to do the needful or remind them in a day or two. Wondering if it is my problem or my superior's impatience. Always thought that respect got to be earned rather than demanded. Only 7 months in this work already wondering if it is wrong line for me!

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho Konartist sslleee why ur Abang Stockraider in Netx n Insas wayang Missing in Action oredi ?

He is cursing forumer ‘s family in BJCorp forum … the curse Arrow U-Turn shot on him ke … karma le !

Posted by Income > 4 weeks ago | Report Abuse

M Cyc Tikus ,you talk kok。Youpunya point one to point four tak bolehpaKai laaa。
Show us how point one to point four???

Posted by Johnchew5 > 4 weeks ago | Report Abuse

Hoho another Konartist sslleee gang surfaced … blower Pang7 younger siblings.. Pang7 argued with OTB whom promoted YTLpower 1st …. YTLpower in OTB i3 competition list 2024 n promoted at RM 1.10 …


> 👉 No Income No Money No Issue , No Dignity No Integrity No responsibility until Income posted Wifey ran away with DeMusang, what a Shameless 👉 Lapsap Pokkai KonIncome…

Or banana issue !🤣🤣🤣🤔

Posted by Income > 4 weeks ago | Report Abuse

MCyc Tikus JohnChee,u shameless liar. Why u No explain your point 1, point 2, point3, & point 4 ＆ point 5? Hahaha
Liar like Orangtua shamless kiddy brain or brainlesz? Don't involve my bro pang , he is sinless here.

Posted by Sslee > 4 weeks ago | Report Abuse

I was facing the same problems when I first start up my career as young production executive and later production engineer where managing people(subordinates and superiors) were the biggest problems rather than solving engineering problems.

Just try to mix in, learnt as much as you can and then teach everyone the tecnical know how, know what and your expectation of what you considered as good performance.

When you have done all these then prepared and ready yourself for a bigger job and job responsibility the market can offer.

Posted by Income > 4 weeks ago | Report Abuse

Mcyc aka Jong Chee can't work together with anyone。Very obvious in i3 Mcyc Jong Chee likes enemies more than frenz。Bo-do sombong attitude= M cyc Jong chee。