Posted by hooi > 2012-06-04 15:58 | Report Abuse

Alliance Research raised target price from 1.85 to 2.34

Posted by hooi > 2012-06-04 21:43 | Report Abuse

Maybank Investment Bank : target price for Padini=2.09

Posted by hooi > 2012-06-05 09:16 | Report Abuse

Bought Padini at 1.68

Posted by hooi > 2012-06-05 10:18 | Report Abuse

Thank u your advise, my average price = 1.487

Posted by E R > 2012-06-05 11:06 | Report Abuse

fall in love with ahmoy only

Posted by tptan45 > 2012-06-05 11:27 | Report Abuse

Hooi is buying a good stock at at fair price.
I will do the same if I am loaded.

Posted by Jolly Mypet > 2012-06-05 11:45 | Report Abuse

Padini fundamentally is a good stock.Buy and keep gives very good return. Has a proven track record.Go in when the time is right.Just my 2 cents.

Posted by diablo88 > 2012-06-05 12:19 | Report Abuse

I am not a big fan of this stock but my remisier told me his big clientele are all accumulating this. The strange thing is they are selling other stock big time to accumulate this one.

Posted by Jolly Mypet > 2012-06-05 12:55 | Report Abuse

what is so strange about accumulating this stock ? it is even more strange if you do not buy and keep some of it . I am just sharing !

Posted by hooi > 2012-06-05 13:44 | Report Abuse

Bought Padini at 1.67

Posted by lmf_hau > 2012-06-05 15:59 | Report Abuse

eagle is , u r from Cari also ? i heard 8K , Tan81 , King 1892 ...
Padini , last week already earn it Kopi money $0.10c ,
now just sit ding ding, see good show, title " Londan Bridge is Falling Down" .. ^^

Posted by hooi > 2012-06-05 16:48 | Report Abuse

Bought Padini at 1.66

Posted by lmf_hau > 2012-06-05 17:17 | Report Abuse

by tommorw ,, Europe or Entire Asia will drop madly again ,,

歐元區5月PMI跌至46 續收縮
16:56 pm
QuamNews

歐元區公佈5月份綜合採購經理指數(PMI)，數據顯示，歐元區PMI終值為46，創2009年6月以來最低，較市場預期及初值的45.9略升，但較4月份的46.7低。PMI低於50，顯示歐元區經濟活動處於收縮狀態。

Posted by hooi > 2012-06-06 08:19 | Report Abuse

Don't judge each day by the harvest you reap, but by the seeds you plant. - Robert Louis Stevenson

Posted by Jolly Mypet > 2012-06-06 08:24 | Report Abuse

bro. hooi well quoted!

Posted by hooi > 2012-06-07 09:05 | Report Abuse

Bought Padini at 1.72

Posted by jester > 2012-06-07 09:09 | Report Abuse

bro hooi. I'm a newbie and just want to ask you politely. *it seems that the level of politeness is severely decreasing in this forum. :p*
Do you diversify your holdings?

thanks

Posted by hooi > 2012-06-07 09:35 | Report Abuse

I am using focus investing, focus in Icap and Padini

Posted by jester > 2012-06-07 09:39 | Report Abuse

Can you describe more on focus investing please?

Posted by hooi > 2012-06-07 09:50 | Report Abuse

Don't diversify to too many counters, 2 to 10 is enough

Posted by eagleis > 2012-06-07 09:51 | Report Abuse

I personally think half in ICap to be managed by Tan Teng Boo and half in Padini is not a bright idea. Any comment from other participants here?

Posted by eagleis > 2012-06-07 09:59 | Report Abuse

Ah Hooi ah. Are you insane? All the eggs in 2 baskets.

Posted by hooi > 2012-06-07 10:01 | Report Abuse

Bought Padini in 1.71

Posted by hooi > 2012-06-07 10:26 | Report Abuse

2 baskets for retail investor, 10-20 baskets for fund manager

Posted by tptan45 > 2012-06-07 10:33 | Report Abuse

I suppose if we can find 10 good counters or more to buy, by all means invest in all of them.
But that is a problem isnt it. I can only think of 3. One of them is padini.
By the way Hooi, I am a newbie here. What is ICAP?

Posted by hooi > 2012-06-07 10:42 | Report Abuse

Icap is closed end fund, managed by Tan Teng Boo

Posted by chongkonghui > 2012-06-07 10:44 | Report Abuse

I worked in his company before, he is damn good.

Posted by franksoweto > 2012-06-07 10:45 | Report Abuse

Eagleis is right. 2 counter is too little. Not too many as it's hard to keep track. A couple in each sector would be ideal provided if you have the means. of course some in cash to take advantage on sell down. Unfortunately easier said than done for me :)

Posted by hooi > 2012-06-07 11:16 | Report Abuse

Warren Buffett belives that investors should avoid the 'Noah's Ark' style of investing

Posted by Namoyaki Takarajima > 2012-06-07 11:34 | Report Abuse

hooi, mind to share what is 'Noah's ark' style as claimed by WB. Thanks in advance.

Posted by hooi > 2012-06-07 11:43 | Report Abuse

A couple in each sector.

Posted by kenlee > 2012-06-07 13:52 | Report Abuse

whats wrong to have 2 counters only if they are good ? invest in quality not quantity ...

Posted by Namoyaki Takarajima > 2012-06-07 14:46 | Report Abuse

kenlee, different people different style, different people different brain, what made them to be the same is: they trade at the same market; FBMKLCI.

Posted by eagleis > 2012-06-07 15:34 | Report Abuse

Warren Buffet can walk into any company to inquire about its business and its financial position and whatnot but we can't. That's why we need to diversify.

Posted by E R > 2012-06-07 15:40 | Report Abuse

go to legend hotel now la.. buffet RM80++.. if u like buffet :)

Posted by Vel . > 2012-06-07 15:53 | Report Abuse

Write a coWarren Buffett also said something to the effect to buy a stock that you would be perfectly happy to hold if the market shut down for 10 years. Taking that advise, buying and holding only one or two counters rather than diversifying to many counters would hold water. Except went you day trade or only short term trader

Posted by E R > 2012-06-07 15:57 | Report Abuse

always wrong info bout buffet...

Posted by kenlee > 2012-06-07 16:19 | Report Abuse

padini no power today ...

Posted by hooi > 2012-06-07 16:33 | Report Abuse

Tan Teng Boo(Icap fund manager) bought Padini(22,700,000 shares) at average price = 0.28

Posted by hooi > 2012-06-07 16:39 | Report Abuse

Bought Padini at 1.70

Posted by eagleis > 2012-06-07 16:42 | Report Abuse

Ah Hooi ah. I'll buy Padini when it's RM1.2 bcos it made only 12 sen in 3q2012 and declared div of 2 sen. At RM1.7, nothing to shout about.

Posted by kenlee > 2012-06-07 16:53 | Report Abuse

gap up but close red

Posted by hooi > 2012-06-07 16:58 | Report Abuse

Padini may declare special dividend end of the month

Posted by kenlee > 2012-06-07 17:13 | Report Abuse

2 cent ?

Posted by hooi > 2012-06-07 22:03 | Report Abuse

2 cent = interim dividend , special dividend > 2 cent

Posted by franksoweto > 2012-06-07 22:18 | Report Abuse

Actually if you look at Warren Buffett holdings in his flagship Co Berkshire - he has many shares in all sectors except maybe tech. He is heavily loaded in consumer though. Sometime back he went big time into transportation by buying Burlington railway and also the oil and gas sector. When the financials crisis hit he loaded into financilas with his regular wells fargo,then Goldman, and recently BOA. He shuns gold but he was a major buyer of Silver early 2000 at 7 bucks. So he is very WELL Diversified. He is so diversified until he bought into BYD the chinese electric car maker!Don't let him fool you into his Noah Ark whatever style - The man claims that he only invest in what he knows but he has many fund managers who seek to diversify to all across sectors to maximise their funds performance.

Posted by Jolly Mypet > 2012-06-07 22:26 | Report Abuse

i agree with you franksoweto always diversify lessen the risk !

Posted by akehlishi > 2012-06-07 22:48 | Report Abuse

Sincerely,padini is good stock. But Its only consider good to collect before it split last year and after it split and stand at lower RM1 price...
Now, i am collecting another interested counter which give 50% dividend at lower price...

Posted by kejie > 2012-06-07 22:53 | Report Abuse

I rather focus as focus is the only way for us to study better and invest in the right company.

Posted by tptan45 > 2012-06-07 22:54 | Report Abuse

Buffet is diversified because he has been investing for a long time, and over a period of more than 50 years many many different opportunities has presented to him.
By noah's ark investing, he probably meant diversification for the sake of diversification.