Posted by WaAdaLui > 2017-02-17 10:47 | Report Abuse

Hello....... tksw sifu & keke sifu....

Posted by WaAdaLui > 2017-02-17 10:48 | Report Abuse

FLB.... How? can buy ka?

Posted by tksw > 2017-02-17 11:39 | Report Abuse

WaAdaLui sifu, I dunno wor, I just buy 171 now.

Posted by tksw > 2017-02-17 12:32 | Report Abuse

die lor 170

Posted by 10bagger10 > 2017-02-17 12:45 | Report Abuse

Waadalui sifu,
Yoday volumn good or not?

Posted by WaAdaLui > 2017-02-17 12:58 | Report Abuse

tksw sifu.... I bought last week(cheaper )... thinking wanto top up or not? early morning 1.74!!!!

Posted by WaAdaLui > 2017-02-17 13:00 | Report Abuse

10bagger10 sifu
Today volume high compare last few days...
Itzit insider got news!!!! so they busy trading b4 good QR??

Posted by WaAdaLui > 2017-02-17 13:02 | Report Abuse

10bagger10 sifu.
u still holding Hevea? I bought back last week.
Today hevea drop abit !!! how ar? hold or take profit?

Posted by WaAdaLui > 2017-02-17 13:10 | Report Abuse

tksw sifu
u remember xuwen sifu (last time chating in gadang forum)
Few months ago I ask him, what to buy in 2017, he said go for ekovest.
I did not follow his tips, very regret now!!!!
hari hari tenggok ekovest Upupup...... I wanna Cry..cry.cry.... HuHuHu... :(

Posted by geary > 2017-02-17 13:48 | Report Abuse

Valuing a business, from Buffett's letter to shareholders 1996. "Your goal as an investor should simply be to purchase at a rational price, a part interest in an easily-understandable business, whose Earnings are virtually certain to be materially higher in 5, 10 n 20 years from now." Thanks!

Posted by 10bagger10 > 2017-02-17 13:52 | Report Abuse

Waadalui sifu
Still holding half . Average 90cts

Posted by tksw > 2017-02-17 14:56 | Report Abuse

see-for lor, no buyers Q-ing volume...

Posted by Skliew > 2017-02-17 15:15 | Report Abuse

One of the stock picks of kcchongnz for 2017 i3investor contest. Ref price 1.60 Still a laggard compared to the other 4. From the past records, earnings up with the rate in USD. Forex gains. So, I expect coming results should be good.... fingers crossed :)

Posted by tksw > 2017-02-17 15:21 | Report Abuse

169 liao la... die liao la

Posted by tksw > 2017-02-17 15:22 | Report Abuse

nobody scare meh?

Posted by Skliew > 2017-02-17 15:23 | Report Abuse

This morning jump start! Now came down to close the Gap! :)

Posted by keke > 2017-02-17 15:24 | Report Abuse

die liao..kena tipu.

Posted by Skliew > 2017-02-17 15:32 | Report Abuse

Haha! Maybe someone got inside news and bought jump start! Maybe also some others don't like the share go up and threw down 170... 169... haha! Just a wild guess ! :) Good fundamental company.... No worries! :)

Posted by tksw > 2017-02-17 15:37 | Report Abuse

skliew sifu, I scare leh

Posted by tksw > 2017-02-17 15:42 | Report Abuse

jump start I got cheated and buy.. now die loh... time time kena tipu

Posted by tksw > 2017-02-17 15:43 | Report Abuse

how much should I cut loss huh? sifu-sifu?

Posted by hng33 > 2017-02-17 15:44 | Report Abuse

bought back FL at 1.69

Posted by balvin71 > 2017-02-17 15:45 | Report Abuse

Maybe people excited the egg going to hatch. So many buy. Than realise false alarm, maybe hatch next week and sell first. Now have to wait till actually hatch.

Posted by tksw > 2017-02-17 15:45 | Report Abuse

sifu-sifu sekalian, please buy la..

Posted by tksw > 2017-02-17 15:46 | Report Abuse

I buy call 169, please buy la

Posted by tksw > 2017-02-17 15:48 | Report Abuse

aiyo, no wonder down, jilakak itu hng33 sifu take profit

Posted by tksw > 2017-02-17 15:51 | Report Abuse

follow hng33 sifu buy 169, die die la

Posted by 10bagger10 > 2017-02-17 15:52 | Report Abuse

Tksw total value how much o

Posted by tksw > 2017-02-17 15:53 | Report Abuse

I just bot 100 units 169 around 3:41pm... sailang

Posted by tksw > 2017-02-17 15:55 | Report Abuse

parked 500 units 169 to deng

Posted by tksw > 2017-02-17 15:55 | Report Abuse

hng33 sifu veli geng one, follow

Posted by keke > 2017-02-17 15:56 | Report Abuse

hooray, hng33 sifu is back, my heart stable a bit liao..

Posted by tksw > 2017-02-17 16:02 | Report Abuse

die lor 500 units oso threw to me... scary

Posted by Skliew > 2017-02-17 16:24 | Report Abuse

It's better to close the gap at 168.
Now you buy 174 highest.... next week may be others will buy from you much much higher!! LOL!! Keep fingers crossed!!

Posted by 10bagger10 > 2017-02-17 16:41 | Report Abuse

How now. Hng sifu can enlighten us on the prospect of flb

Posted by Skliew > 2017-02-17 17:35 | Report Abuse

http://www.indexmundi.com/commodities/?commodity=plywood&months=60

Focus Lumber made a lot of money in FY2015 (January- December 2015), the plywood prices were at the bottom as shown in the charts. As ringgit depreciated over the year, the company made more money especially on the forex. In Calender year 2016, plywood prices went up till Aug 2016 but FL made less money because Ringgit strengthened against USD from beginning of the year, from around 4.4 to about 3.90-4.10 during the 1st half of 2016.. so less profits for the 1st and 2nd Q actually loss on forex in the 1st Q.... 3d Q, exchange rate at around 4.10 but 1 shipment of goods reach the US port late....LOL! The 4th Q revenue will include that late shipment and not to forget the USD shot up to 4.4-4.5 in Nov and Dec from 4.20 in Oct....

What the results of the 4Q be? Your guess should be as good as mine...:)

Posted by balvin71 > 2017-02-17 18:06 | Report Abuse

Can plywood crack the nut? I not good at guessing....still learning.

Posted by yfchong > 2017-02-17 18:15 | Report Abuse

no need to guess... wait the announcent cheers

Posted by Skliew > 2017-02-17 20:57 | Report Abuse

http://klse.i3investor.com/blogs/kcchongnz/113511.jsp

kcchongnz 2017 i3investor contest picks. Top score is Focal Lumber ref price 1.60 :)

Posted by balvin71 > 2017-02-18 08:05 | Report Abuse

Joking aside. Skliew, thank you for the chart. Very good point/observation. I share your view.

With Trumponomics and new machinery, the future looks good too. My TP is RM2.56.

Posted by 2721 > 2017-02-18 18:33 | Report Abuse

Sailang is real

Posted by Diamond7 > 2017-02-19 12:24 | Report Abuse

Looks positive! All eyes seem to be focusing on this stock!!!
Wa....1,675,100 units done!
Quarterly report soon arhh?
Good news arhh?....any special dividend or bonus?

Posted by 10bagger10 > 2017-02-19 13:07 | Report Abuse

Anyone goy any idea this q eps?

Posted by balvin71 > 2017-02-19 14:01 | Report Abuse

I don't think there will be a dividend, FLBHD normally announce dividend at the end of the year. They just did one in Dec '16.

FLBHD started trending downwards after the First Quarter '16 results was announced, where it gapped down on the next trading day. The result was not as good as previous quarterly results. In fact, it was one of the worst quarterly performance in 3 years. Last quarter (3rd Quarter '16), was even worst, given the delay in shipment. The stock gapped down again, this was the bottom and has been trending upwards since. One sifu teach me, never fight the trend, trend is your friend.

I expect this quarter results to be good. Given the previous missed shipment will be reported in this quarter. Additionally, the rise in price of plywood and favorable exchange rate. In the last 5 years, Sept, Oct, Nov & Dec 2016 had one of the highest plywood prices in terms of RM. Only drawback is hardwood, the raw material prices, has also been on the higher side. Can refer to chart and observation shared by Skliew on 17th Feb. With this I expect the net profit margins will still be in the high single digit % and will not be as good as in 2015.

Moving forward, they are buying new machinery that is able to cut plywood in different sizes, this will enable them to increase their sales into the US and capture new market.

FLBHD has an history of sharing it's profit with share-holders and consistently giving good dividends. With the prospect of increasing sales with new machinery, favorable exchange rates, improvement in it's main market with Trumponics; I see this as a mid to long term growth stock. One of those stocks where you can buy, forget about it and sleep peacefully at night. After some time, it would have given you good returns in terms of rise in share price and dividends. Point to note, dividend yields has been higher than bank FD rates.

The biggest risk I see is Trump putting high import duties for imported items in order to boost local US production. I do not see it happening very soon as it will take time for proper implementation and to ensure sufficient supply without disrupting the local US industries.

Before buying or selling please do your own research. I own FLBHD and would like to see the share price go up higher. :)

Posted by yfchong > 2017-02-19 14:25 | Report Abuse

relax keep the fingers cross......no surprise....at times s lot of unexpected even done projection...

Posted by tksw > 2017-02-19 15:31 | Report Abuse

balvin71 sifu!!!! You're a SIFU!!!! can sai-lang liao like that

Posted by 10bagger10 > 2017-02-20 00:52 | Report Abuse

How. No estimate of eps ?

Posted by balvin71 > 2017-02-20 12:37 | Report Abuse

I estimate the EPS this quarter to be around 5.7~6.2 cents.

Posted by Ivan89 > 2017-02-20 14:37 | Report Abuse

I guess at least 8sen above

Posted by tksw > 2017-02-20 14:41 | Report Abuse

sei-for lor 168 oso got ppl sell