2) Eastspring Investment is also Bullish & Chasing Up BJ Auto
3) And Cars like Properties & Commodities are cyclical in nature.
4) So since Price is Already UP SO MUCH It is Wise To Take Some Profit & Rotate into laggards. Warren Buffet rebalanced his portfolio once a while while Peter Lynch do it all the time with his 2,000 over stocks.
Now let's see
1) Redtone? Why
a) A telco is recession proof b) VT already got U Mobile. So is there a link?
2) BJ toto
Again recession proof. Gambling is a far worse addiction than smoking and drinking.
3) BJ Lands
Wow! This is the best move. BJ Lands Assets are priced as low as MUI Groups assets. See the prime lands in Batu Pahat? One of 5 High Speed Bullet Train Stops. Currently, Batu Pahat lands are even more expensive than those in Iskandar. I think it's worth RM1 Billions now even before the Upsurge cause by Bullet train.
So locking in high profit BJ Auto shares for other undervalue defense shares is a wise move.
kikikikiki.. u will only see handsome profit if u jump all inside... otherwise, it remains as good in percentage of return.... kikikikikikiki.. I like datuk way... if u confident on what yr judgement, let masuk gao gao... kikikikikikiki...
The importance thing in invest assets rich company like Bjcorp is TIME. I believe many od us here is at 35-45 range of age, and to reach our golden age still at least 10 year ahead, afford to wait and if bjcorp double to 80sen in 5 year, then average return is 20% pa, if need take 10 year time, then average return is still 10% pa. In the meantime, long term and value investor can reap steady dividend yield at 2.5% pa, just less than 1 % lower than FD
investor are coming in with quite big buying, its a good start for bj and no doubts, 2015 will see bj back to minimum rm1, stay focus next wk, no surprise at all to watch bj rising fiercely kikikikiki
when bj con show hand, I take the part and cabut! when he wanna take the part and cabut, my turn to show hand! kikikikikikiki... interesting! interesting! more wth bj con, more I like it and tan sri... kikikikikikiki...
Later it drops until 0.3... Tan Sri will declare special dividen 5 sen!... great time then! ...!!!! kikikikikikikiki... Bj Con...! Bj Con!...!!!... kikikikikikikiki...
If not wrong, VT son or cousin worked with Goldman Sachs before, they know very well which companies are valuable, win win situation. So far I see in BjCorp and Bjland with so many foreign investors, even more than Genting group.
Bjland just cancel the nego of selling China mall, some other plans?
No fund mgrs like VT stocks? Hahaahah. I know a lot of fund managers specially like his stock, they load up lots of Bjfood, Bjauto, SEM. You know why? His companies create value! Bjfood nearly triple now since IPO! Same to Bjauto, so you think fund mgrs stupid?
bjland? its Vietnam project since 2010 has been put on hold until now and great mall china is another kantoi project... bjtoto? just a dividen player but growth is stagnant... bj auto is just a cyclic business and it will be superceded by another models fr others! Umobile is stil a loss making company! Cosway? cant fight wth watson and guardian and its china mymart is just a good start! but market sentiment is bad for bursa! kikikiki.. if I m tan sri, I would rather keep bjcorp lowest possible because bjcorp is cash rich and no need to raise cash! 2nd, I can buy back more shares at good price while others losing money... kikikikikikiki
Malaysia Is The World Top Performing Starbucks Franchise in the world for the last 5 consecutive year at 11% to 24% growth in same store sales yearly.
Why?
My Johor Sifu once bought KFC. His logic for buying KFC is because Malaysia is a muslim majority nation. As such they cannot eat pork. So sales of chicken will accelerate. KFC should do well. And he was right. KFC was so profitable that Johor Corp took it private!
Now the same could be applied to Starbucks Coffee. Muslims are prohibited from drinking alcohol. So Starbucks Coffee will thrive! That's why Starbucks Coffee Malaysia is doing so well.
Now Starbucks is an addictive but affordable luxury.
And they say, "Luxury once enjoyed becomes a necessity!"
Have you taken your cup(shot) of Starbucks Coffee today?
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....
calvintaneng
55,521 posts
Posted by calvintaneng > 2015-01-02 12:38 | Report Abuse
Why BJ Corp sold BJ Auto?
1) BJ Auto has Gone Up 100%? 200%
2) Eastspring Investment is also Bullish & Chasing Up BJ Auto
3) And Cars like Properties & Commodities are cyclical in nature.
4) So since Price is Already UP SO MUCH It is Wise To Take Some Profit & Rotate into laggards. Warren Buffet rebalanced his portfolio once a while while Peter Lynch do it all the time with his 2,000 over stocks.
Now let's see
1) Redtone? Why
a) A telco is recession proof
b) VT already got U Mobile. So is there a link?
2) BJ toto
Again recession proof. Gambling is a far worse addiction than smoking and drinking.
3) BJ Lands
Wow! This is the best move. BJ Lands Assets are priced as low as MUI Groups assets. See the prime lands in Batu Pahat? One of 5 High Speed Bullet Train Stops. Currently, Batu Pahat lands are even more expensive than those in Iskandar. I think it's worth RM1 Billions now even before the Upsurge cause by Bullet train.
So locking in high profit BJ Auto shares for other undervalue defense shares is a wise move.