Posted by Desa20201956 > 2016-01-23 10:56 | Report Abuse

First up, the Sept quarter has one month above RM4/US$. The December quarter has all 3 months RM above 4. During the Sept quarter, a lot of the extra income would have come from forex gains, being the difference between the rates in which debtors were booked and the actual sums received. During the Dec quarter, who will disappoint and who will shine is principally a question of........ - who has pricing power? -who has less import content? and who will disappoint will be those - with a high import content - who has less pricing power - those who sets selling price based on cost plus -those who has to share the good fortune with their customers because it is a very competitive industry. Think about these issues. And don't just extrapolate from the Sept results. Get it right, you will be rewarded. Get it wrong, you will be punished Examine your portfolio and share your ideas.

Be the first to like this.

266 comment(s). Last comment by Laughgaodiemeliao 2016-01-30 22:59

murali

5,723 posts

Posted by murali > 2016-01-24 12:37 | Report Abuse

I think most people made money from Icon8888's calls, one thing good about his call is that he made the calls when prices are still low, unlike somebody who quietly accumulated at low prices and will only come out to shout when prices are 30-50% above his cost...and this guy even come out to promote further when prices have increased 200%.....

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 12:38 | Report Abuse

quality people look for quality stocks
bloggers look for penny stocks.
Natural as hell.

No need to feel bad, Icon.

penny stock specialist cannot get along with people seeking quality stocks.........logical as hell.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 12:38 | Report Abuse

Dont get me wrong, i always insist 70% FA first, and apply 30% TA for entry or Exit.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 12:39 | Report Abuse

My goodness, start talking tall ,again and again..I'm stop here.

murali

5,723 posts

Posted by murali > 2016-01-24 12:39 | Report Abuse

I believe VenFx's formula will work whether market is bullish or bearish.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 12:41 | Report Abuse

murali always sharp by observation, talk to the point.That is quality sharing . Wealth growing stronger by stronger.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 12:45 | Report Abuse

Frankly speaking, the more turbulance to d market, ikan bilis need to be stay focus and repeat to do simple things and keep tracking corporate development. But, dont forget to be open minded, to chewing i3 sifu (Icon8888) ideas.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 12:47 | Report Abuse

One day i can become Koon Bee & Murali become a big player who can move few bid to a counter. kikiki

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 12:50 | Report Abuse

Pocket deep like tycoons, humble heart like ikan bilis .

murali

5,723 posts

Posted by murali > 2016-01-24 13:00 | Report Abuse

So far only icon8888,OTB/koon koon can do so in i3....

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 13:20 | Report Abuse

Desa, Dun look down on penny power ohh. Double your capital without u noticing ohh! Easily up 1 sen for 10 sen share & that's already 10%. If your blue chip share is Rm10.00, u need Rm1 up to get to 10%. Not easy up so much. Often not much volume, esp. if we wanna play big big. ( one ctr, I wanna place 500 big lot, and I saw only 10 -50 lot queuing buy/ sell! ) Also that's huge capital to get small return. No brainer which one can give us faster, bigger return. .

Btw, unlike most ( target audience) in this forum, , kyy made his millions in biz b4 he play share market. Has deep pocket. Tons of $ to buy blue chips. Better than earn peanuts interest in FD. But u check, he bot only at rm1-2 b4 rally. If we buy in now, we r actually buying his distribution... Hehehh... I new guy on the block, bukan pandai sangat but I checked he sold quite a lot of what he recommended after he promoted his shares here. Dun believe check latest substantial share holders list.... ;)

P/S:
Im not supporting any camp, since I still dunno who is who here... Hehehhh... Pls dun shoot me mercilessly. Just my non sens...

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 13:20 | Report Abuse

Master murali has earn 100k in 2016 in gcb warrant...geng

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 13:22 | Report Abuse

Yaya...somebody will buy in when low quietly alot and will only gv a buy call when the price up 200%...i think most of people know who i am talking about.

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 13:25 | Report Abuse

Imagine if you bought VS after ex at 1.58...what should you do now?
1)buy more to average down your cost? (But you dont have deep pocket like some of the people)
2)cut loss?
3)hold until the price go back above your cost?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:26 | Report Abuse

KYY portfolio also not bad to face whatever challenges that lie ahead

Favco

Canone

Chinwell

Focus Lumber

VS

Thong Guan


Don't expect a respected old man to recommend penny stocks like Comintel, Dufu, and Proton supplier JHM.

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 13:29 | Report Abuse

Comintel was promote at 0.53 and now 0.70
Dufu promote at 0.55 and now 0.53
JHM promote at 0.46 and now 0.46

The price still ok even market crash recently

Look at VS...recommend on 1.50 above and now 1.30++?

murali

5,723 posts

Posted by murali > 2016-01-24 13:30 | Report Abuse

Koon bee,I wish so lah rm100k....one third of it only...Its like gambling in casino....nothing to shout about.....pity a lot of people kena conned n lose ,much more than i earned in GCB wa....scary....

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:30 | Report Abuse

strategy means....it is part of a reasonably good portfolio.

================================================
Koon Bee > Jan 24, 2016 01:25 PM | Report Abuse

Imagine if you bought VS after ex at 1.58...what should you do now?
1)buy more to average down your cost? (But you dont have deep pocket like some of the people)
2)cut loss?
3)hold until the price go back above your cost?

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 13:31 | Report Abuse

Master murali, 1/3 of rm100k also good already...better than Desa keep licking shoe but end up still lossing money

murali

5,723 posts

Posted by murali > 2016-01-24 13:33 | Report Abuse

We small fish can make few hundreds also very happy oredi.u thought everybody is like koon koon meh....making million million one

Fam Jenny

7,724 posts

Posted by Fam Jenny > 2016-01-24 13:41 | Report Abuse

Yes don't trust the markets it is manipulated by conned men even though it is a matter of up and down.
Just invest less than 10% of your asset if you like to play shares,it can put you in real financial trouble.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:41 | Report Abuse

and if oil hangs around $20 to $ 30 so what?

will your portfolio be devastated?

will export shares prices crumble?

so what if RM goes to $ 5.

will the export shares go bankrupt?


just focus on export shares and make money while they figure out the future.


good cheap export shares include....

Chinwell, Keinhin, Kesm, Federal Furniture and one defensive stock, Scientex......

but wait a minute....that looks like my portfolio.


hahahahahah

F22Raptor

608 posts

Posted by F22Raptor > 2016-01-24 13:45 | Report Abuse

desa y keep repeating?wakaka.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 13:49 | Report Abuse

so you noticed....hahahahaha
==========================
F22Raptor > Jan 24, 2016 01:45 PM | Report Abuse

desa y keep repeating?wakaka.

CFTrader

812 posts

Posted by CFTrader > 2016-01-24 13:59 | Report Abuse

Just sharing from my friend's quote.

In economic, when it falls below marginal cost of production, you cut supply. But when you have deep debt to service, the only way is to compensate it with more supply

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:00 | Report Abuse

Desa , how u define quality counter with penny counter, since u hv lots of comments on this aspect.

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 14:02 | Report Abuse

Desa, haha I oso noticed u keep posting the stocks u bot. Anyway, ppl say wood theme play will be phasing out in monkey year. New year, new ctrs, new fresh tycoon, new money... Any good recommendation? I may test fire theme stocks, since it's Fire Monkey. If u dare try, Annetan's FengShui master recommends water theme stock like OnG.

I just come here for a friendly chit chat only huh. Dun take offence if I accidentally step on any Sifus toes. ( : p the tag sifu reminds me of the kaki lima fortune tellers... Why u guys like to address each other by such title? Implying a quack or something ka? Hahaha! So notty. )

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:05 | Report Abuse

I remember Inari started up as a Ace counter , traded $0.80 with market cap less than 400 mil. Look at what Inari become now .

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 14:09 | Report Abuse

Ifca, Inari fantastic! I wished I've entered market then. Any such penny stocks, pls alert me. I will join u guys make it a superstar!

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:17 | Report Abuse

I'll be keep track with Jhm, remember that. This is industry. nter u try so hard to twist it down. For me an enterprise that positioning on its niche market with moderate and higher moat are good enough for me to wacth closely. Plus their effort to fully swing the ball, it juz will not turn sour anyway. Down side has been taken care of . The up side juz nice.
To stress here, Jhm is d ODM for HIGH BRIGTNESS Led indust

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:24 | Report Abuse

Dont forget Led is everywhere now, HB Led is going to replace fast to existing stanfard Led. Juz like smart phone reaping through desktop cp. Hope others reader, realizing this changing, this is how we can win big bfor everything on clear statement. Anther very important criteria inmy stock selection is Jhm still not in most big gun radar yet.

VenFx

14,784 posts

Posted by VenFx > 2016-01-24 14:30 | Report Abuse

Dont feel hard, Desa . Juz my brainless view :)

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:36 | Report Abuse

We all make use of I3 to advertise the stocks we bot. I no exception.

=====
Desa, haha I oso noticed u keep posting the stocks u bot. Anyway, ppl say wood theme play will be phasing out in monkey year. New year, new ctrs, new fresh tycoon, new money... Any good recommendation? I may test fire theme stocks, since it's Fire Monkey. If u dare try, Annetan's FengShui master recommends water theme stock like OnG.

Koon Bee

46 posts

Posted by Koon Bee > 2016-01-24 14:36 | Report Abuse

When everybody against Desa, he will go and hide...hahaha...shame

soros228

2,032 posts

Posted by soros228 > 2016-01-24 14:51 | Report Abuse

Buy la. Huat ah.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:53 | Report Abuse

penny stocks are like those students asking KYY for scholarships. They need help. Hahahaha

<VenFx > Jan 24, 2016 02:00 PM | Report Abuse

Desa , how u define quality counter with penny counter, since u hv lots of comments on this aspect.>

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:55 | Report Abuse

contact Proton purchasing department.

<VenFx > Jan 24, 2016 02:17 PM | Report Abuse

I'll be keep track with Jhm>

soros228

2,032 posts

Posted by soros228 > 2016-01-24 14:56 | Report Abuse

Market good; all will go up.
Market bad ; all Lau Sai.
Mike Tyson and YipMan both can fight.
But u choose which one u like la.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-24 14:59 | Report Abuse

look into the statistics, you will put your money on Mike Tyson.

<Market good; all will go up.
Market bad ; all Lau Sai.
Mike Tyson and YipMan both can fight.
But u choose which one u like la.>

BeatIt

202 posts

Posted by BeatIt > 2016-01-24 19:53 | Report Abuse

Desa ah, u din watch ip man 3 yet huh? Donnie won the final fight woh. And during filming, he even broke Tyson's index finger lol !

Take a look at this video on YouTube:
Donnie Yen broke Mike Tyson's index finger, and asked for forgiveness
http://youtu.be/ZAgS18kaROc

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-01-24 19:56 | Report Abuse

haha

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 09:58 | Report Abuse

I have read some comments like: I have sold my export shares, scared RM go up.
I say BS. The currency drop 30%, don't buy export shares, buy what shares? There is nothing else to buy until the economy recovers...and that is a long long time away.
recovery starts from earning US$.

gray

1,158 posts

Posted by gray > 2016-01-25 10:07 | Report Abuse

Your conclusion sounds correct but too simplified.
You assume all who wear skirt must be woman but you forgot ahqua also wear skirt.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:11 | Report Abuse

too simplified you say? All rich men become rich by being too simplified. Professors never get rich because they are too complicated.

Posted by Optimusemptycan > 2016-01-25 10:14 |

Post removed.Why?

gray

1,158 posts

Posted by gray > 2016-01-25 10:14 | Report Abuse

Let me tell u wat is wrong. Dec 2014. I asked all the richman i know to sell everything incl ringgit. And buy export stocks n usd.

You are calling it at jan 2016.

Thats the different. They have gone up 3x to 6x incl the currency gain.

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:23 | Report Abuse

The past is over. The present is here.
Chickens are always scared. A little profit ran like hell already.
<Let me tell u wat is wrong. Dec 2014. I asked all the richman i know to sell everything incl ringgit. And buy export stocks n usd.

You are calling it at jan 2016.

Thats the different. They have gone up 3x to 6x incl the currency gain.>

gray

1,158 posts

Posted by gray > 2016-01-25 10:25 | Report Abuse

Go see ringgit trading at wat level b4 u open your stupid mouth.

Posted by Optimusemptycan > 2016-01-25 10:26 |

Post removed.Why?

Desa20201956

2,286 posts

Posted by Desa20201956 > 2016-01-25 10:32 | Report Abuse

copy my comments and read at regular intervals this year and next and for a long long time.

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