The checklist is an abuse for 3iii to continue not to sell his share , but it is not effective for u to search for napshot buy growth stock mah, why leh ??
Generally U need to see the checklist hit 5 yrs successful growth & successful financial records b4 u can jump in buy loh....that means u wait 5 yrs on your identified napshot co b4 u buy....this means u let the co....share price run up 5 yrs b4 u jump in to buy loh....!!
I would says it is a stupid checklist, if u use it to search for good counters...u end up sky high valuation like Nestle, Ql, Dlady etc if u follow this checklist loh...!!
Charlie munger said a wife shouldn't be fatter than her husband by more than 5.75 kg, she should have perfect teeth, speak perfect English and Hindi (?? but whatever, Charlie Munger said so..), must have long hair, and loves to eat pork shoulder....
Repost from what is investing forum. Dear 3iii, Thank you for your: “ONE PAGE QUICK ANALYSIS OF A STOCK” I am busy with my daily full time job can I ask you a favor please scan thro’ bursa and list down the most yes answers and with PE below 20 even better if I can get QL type of growth stock with MOAT PE below 10 during 2010-2009 or close to your NESTLE PE when you first bought into it. I will then invest RM200K and continues top up every quarter for next 40 quarter into 2 million shares by 2029.
Quote from Mr. Philip, “Now, I must admit, when you see the QL director himself Mr Chia be at the site 1 hour before you wake up, you become very respectful and clear about the quality of management. And so after chinese new year of 2009 after company bonus when I bought RM200K worth of QL----That was when I knew I had to look at QL deeper. Reading into the financial reports, it was very high pe (around 29 if i remember correctly), but the free cash flow, the growth in revenue, and the speed of implementation. I attended AGM. read into the competitors. “ I remember shaking mr chia song kun hand and actually having a talk with him regarding his policies and strategies. Very humble and hands on man who wakes up at 5 and goes to site directly early morning. If I could have him working for me I thought, I'd never lose a nights sleep. https://klse.i3investor.com/servlets/stk/fin/7084.jsp?type=last10fy
As of your question, “How many 10 baggers do you have in your present portfolio?” My answer: None so far. But I can foreseen my fortune going for a sea change if you and Mr. Philip can recommend stocks as you stated that fulfilled your “ONE PAGE QUICK ANALYSIS OF A STOCK” I am eagerly looking forward to your recommendation, hope you don’t disappointed me.
My thousand thank. P/S: By the way I already collected Dividend of RM 16,712 this year. More dividends will come from TAE, TAGB and CSCTEEL. Looking at book-gain of 25% Jiatiasa, 20% KSL, 20% Ekovest, 16% EATECH, 13% VS and 11% Hibiscs.
Dear 3iii, I quote my previous comment, “I would like to thank all for sharing their knowledge in i3 because Knowledge if kept to yourself have no value only by sharing we create the value. So allow me to appeal to your good self /kind self, please share with i3 community what is company name: X1 and X2?
Compare above 4 great companies last FYR Price multiple against their past 6-10 years ago price multiple, which companies will have a better chance to repeat the performance of their past 10 year? I intend to buy the better chance one and hold it for next 10 year. Please help me if you don’t mind.
Benjamin Graham, the founding father of value investing, was the first to recognize the quality problem among equities back in the 1930s.
- Graham classified stocks as either Quality or Low Quality.
- He also observed that the greatest losses result not from buying quality at an excessively high price, but from buying Low Quality at a price that seems good value.
Do you know that I buy Takaful insurance, not only I get coverage, I also got paid by Takaful every now and then (my real life experience) ? Go study the business concept qqq3
Then you know why it cleans the clock of conventional insurance
but sslee got burn by Xinguan, one other red chip, TA, Hengguan and now jump into Malaysian pink chip Insas........see...I told u, rubbish will seek rubbish......its only natural......
In conventional insurance, insurance companies provides funds, take the risk, reap the profit
In Takaful, policy holders provide funds, Takaful operator manage the operations and bears the risk for a fee (the risk is mitigated through reinsurance or diversification through portfolio of insurees of course, who as mentioned above, is the funds provider for the Takaful).
Because of this arrangement, Policy holders are entitled to a share of the profit
That is why as a policy holder of Maybank Takaful , I regularly receive cheques from my Takaful company
With this kind of model, who would not switch from conventional to Takaful ? That is why Takaful has been growing by leaps and bounds over past ten years
It has a structural advantage over its conventional competitors
As long as you trust their Q.....and you are the contrarian....I don't think anyone can question their r for the time being......as long as there is no scandal.
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....
Posted by 3iii > 2019-01-22 21:52 |
Post removed.Why?