Posted by 3iii > 2019-01-23 08:05 |

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Posted by 3iii > 2019-01-23 08:19 |

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Posted by qqq3 > 2019-01-23 08:59 | Report Abuse

I agree with Icon...this is good but too restrictive.

3iii, Long number proposition....only the best...

another method is contrarian investing to benefit from changing landscape.....


but still....learning to say NO is still very important for long term success.

Posted by qqq3 > 2019-01-23 09:01 | Report Abuse

like the IChing....focus on Changes.

Posted by Icon8888 > 2019-01-23 09:12 | Report Abuse

sifu qqq3 heitech padu can buy or not ?

Posted by qqq3 > 2019-01-23 09:17 | Report Abuse

http://www.focusmalaysia.my/Mainstream/pnb-is-second-largest-shareholder-in-heitech-padu

looks good.

Posted by qqq3 > 2019-01-23 09:19 | Report Abuse

wins some contract......corporate deals...

Posted by 3iii > 2019-01-23 09:25 |

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Posted by Icon8888 > 2019-01-23 09:40 | Report Abuse

qqq3 I am referring to this

https://www.thestar.com.my/business/business-news/2019/01/18/this-is-the-default-headline/

Posted by qqq3 > 2019-01-23 09:45 | Report Abuse

wow....no wonder such activity.......

Posted by qqq3 > 2019-01-23 09:52 | Report Abuse

It makes sense, doesn't it? HT Padu instead of MYEG.....

HT Padu is IBM partner for many many years....There have the expertise......Who is MYEG? just some cronies....

Now PH government has its own cronies based on professionalism and PNB.......isn't it good? isn't it part of election manifesto?

Introduction of competition to the space....

Posted by qqq3 > 2019-01-23 09:55 | Report Abuse

good checklist....like a Michelin Star ......

Posted by qqq3 > 2019-01-23 09:57 | Report Abuse

icon......nosh....100 million.....no wonder everyone wants a piece of the action......

Posted by 3iii > 2019-01-23 10:01 |

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Posted by Icon8888 > 2019-01-23 10:01 | Report Abuse

And the best part is at current market cap of RM100 mil it only needs RM10 mil profit per annum to justify

And MYEG last year made RM200 mil with market cap of RM3.6 bil now

Just imagine the potential

Slurp

Posted by Icon8888 > 2019-01-23 10:07 | Report Abuse

but if you listen to 3iii and follow his checklist you cannot buy lah...

X P

Posted by Icon8888 > 2019-01-23 10:09 | Report Abuse

you don't have brain

need Charlie munger to think for you

Posted by 3iii > Jan 23, 2019 10:01 AM | Report Abuse

Charlie Munger opines you will be a better investor for staying with your checklist.

The checklist is the beginning and not the end of your valuation of a company.



Each checklist is constructed with certain objectives. You will need to know these to employ it productively.

Posted by qqq3 > 2019-01-23 10:10 | Report Abuse

HT

takes a long time to produce results....stock market every day got trading....

take a long term view and small position, why not?

that is why people are doing it......

Posted by Icon8888 > 2019-01-23 10:10 | Report Abuse

ya, take a small position


so that you can feel it

Posted by qqq3 > 2019-01-23 10:20 | Report Abuse

do u know that IBM has recently moved some of their out sourcing operations from India to Malaysia? I think PH likes that......IBM must also like Malaysia.....

Posted by qqq3 > 2019-01-23 10:31 | Report Abuse

I think both 3iii and icon have a role to play....don't fight....


still better than the value here, value there and complex maths formulas......

Posted by qqq3 > 2019-01-23 10:33 | Report Abuse

3iii likes to focus on only the best.....I think that is good for anybody .....

but this is a forum, forum full of traders like me too.....

Posted by stockraider > 2019-01-23 10:42 | Report Abuse

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...!!

Posted by Icon8888 > 2019-01-23 10:43 | Report Abuse

just imagine he uses that to search for his life partner....

Posted by qqq3 > 2019-01-23 10:45 | Report Abuse

I think it is a successful formula for those with the right personality.....

Posted by qqq3 > 2019-01-23 10:46 | Report Abuse

back to HT...Zeti first deal to make PNB Great Again?.....

Posted by qqq3 > 2019-01-23 10:48 | Report Abuse

of course insiders sell and make some money already.....but trading volume before announcement is very very small only.

Posted by Icon8888 > 2019-01-23 10:49 | Report Abuse

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....

Posted by Shinnzaii > 2019-01-23 10:50 | Report Abuse

Aiyo qqq3...got 16 only kah?if YES=8 No=8 ?how...half half leh

Posted by qqq3 > 2019-01-23 10:52 | Report Abuse

shin...its like Michelin Star....depends on how many stars , u pay the price accordingly.....

Posted by 3iii > 2019-01-23 10:59 |

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Posted by 3iii > 2019-01-23 11:42 |

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Posted by 3iii > 2019-01-23 12:50 |

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Posted by Sslee > 2019-01-23 13:08 | Report Abuse

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.

Posted by qqq3 > 2019-01-23 13:16 | Report Abuse

ht

of course insiders sell and make some money already.....but trading volume before announcement is very very small only.

yesterday, was profit taking day...today, cut loss day ...

icon....trading on news is really no solution to build wealth.....

Posted by Icon8888 > 2019-01-23 13:22 | Report Abuse

I don't really trade

I take small position and hold

Posted by qqq3 > 2019-01-23 13:41 | Report Abuse

sslee

what is the use of 5 valuation methods when all come from the same source? it is delusional....as delusional as your Insas directors.....

Posted by qqq3 > 2019-01-23 13:43 |

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Posted by qqq3 > 2019-01-23 13:48 | Report Abuse

icon

start ups....out of 10 start ups, 9 will fail...not easy to pick the one out of 10.....so, when does one gets involved? no easy answer.

Posted by Icon8888 > 2019-01-23 14:36 | Report Abuse

I am counting on sifu you advise me loh

Posted by qqq3 > 2019-01-23 14:38 | Report Abuse

aiyoyo...truth be told, I think I will sell by 5.00 today....I do not want to be investor.

Posted by Icon8888 > 2019-01-23 14:41 | Report Abuse

fuiyoh what happen ? rebound

Posted by Icon8888 > 2019-01-23 14:44 | Report Abuse

errrr.... are you sure you want to sell at 5.00 ?

did you forget Dr. Icon diagnosis of your premature ejaculation ?

Posted by qqq3 > 2019-01-23 14:50 | Report Abuse

I got Jaks, SKP, Armada, Vitrox above water......enough for me....

why SKP? rumors VS got sacked by Dyson because they sell trade secrets to China....so I buy Dyson second largest contractor in Malaysia.

Posted by Icon8888 > 2019-01-23 14:52 | Report Abuse

thx. I have a bit of skp

Posted by 3iii > 2019-01-23 15:22 |

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Posted by 3iii > 2019-01-23 15:39 |

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Posted by 3iii > 2019-01-23 16:03 |

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Posted by Sslee > 2019-01-23 20:30 | Report Abuse

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?

Refer below:
QL: Price Multiplier on Financial Quarter End Date
Date:30/03/18 30/03/12 31/03/11 31/03/10 31/03/09
Price 5.09 3.25 3.1 1.73 1.23
EPS 12.71 15.79 15.71 13.65 22.66
P/RPS 2.53 1.39 1.38 0.46 0.29
P/EPS 40.05 20.57 19.74 6.33 4.52
EY 2.5 4.86 5.07 15.79 22.11
DY 0.88 1.38 1.37 4.34 5.69
P/NAPS 4.59 3.32 3.52 2.7 1.16

NESTLE: Price Multiplier on Financial Quarter End Date
Date:29/12/17 30/12/11 30/12/10 31/12/09 31/12/08
Price 103.2 56.2 43.34 33.1 27
EPS 275.39 182.14 166.91 150.02 145.37
P/RPS 4.6 3.1 2.52 2.07 1.63
P/EPS 37.47 30.86 25.97 22.06 18.57
EY 2.67 3.24 3.85 4.53 5.38
DY 2.66 3.2 3.81 4.53 7.08
P/NAPS 37.8 20.22 16.54 13.68 12.27

T.GLOVE: Price Multiplier on Financial Quarter End Date
Date:30/08/18 30/08/12 29/08/11 30/08/10 28/08/09
Price 11.14 5.29 4.86 6.07 6.95
EPS 34.33 32.77 18.29 39.83 28.01
P/RPS 3.38 1.41 1.46 1.8 1.34
P/EPS 32.83 16.14 26.57 15.24 12.12
EY 3.05 6.2 3.76 6.56 8.25
DY 1.53 3.02 2.26 2.64 1.58
P/NAPS 5.89 2.56 2.63 3.35 5.04

P.BANK: Price Multiplier on Financial Quarter End Date
Date: 29/12/17 30/12/11 30/12/10 31/12/09 31/12/08
Price 20.78 13.38 13.02 11.3 8.85
EPS 141.66 105.2 87.18 73.32 76.93
P/RPS 3.85 3.67 4.13 3.99 2.83
P/EPS 14.67 12.72 14.93 15.41 11.5
EY 6.82 7.86 6.7 6.49 8.69
DY 2.94 3.59 4.45 4.87 6.21
P/NAPS 2.15 2.98 3.5 3.54 3.11

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.

Thank you

Posted by 3iii > 2019-01-24 08:30 |

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