Stock Pick 2015 - kcchongnz

Owner: Tan KW

Access Type: SHARED | Tag: SP2015

A portfolio to track kcchongnz stock pick on 2015

http://klse.i3investor.com/blogs/kianweiaritcles/68226.jsp

kcchongnz:
I would like to reiterate that it is more for sharing of investment methods and strategies. Notice that I have never asked anyone to buy or sell any share I wrote about but just share the fundamentals of investing.

Appreciate constructive feedback.

Total Value

98,901.46

Today's Change

+624.00 (0.63%)

Allocation

Stock's Value 95,786.50

Current Holding 25 Stocks

All Time Holding 25 Stocks

% of Total Value 96.85%

Available Cash Balance 3,114.96

Current Cash Balance 3,114.96

Unpaid Dividend 0.00

% of Total Value 3.15%

Performance

Average Cost 103,039.95

Unrealized Gain -4,138.49

% over Average Cost -4.02%

Total Capital 100,000.00

Total Return -1,098.54

% over Total Capital -1.10%

Auto Refresh

Last Updated:

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Holding

Hints:

[1] Click the icon on table to view the stock's What If Analysis Page.

[2] Click the Shares hyperlink on table to view the portfolio's stock page.

Stock:

Current Holding All Time Holding

Cost:

Average Cost Balance Cost (Last Transaction Group) Balance Cost (All Time Transaction)

	Stock	Last Price	Change	Shares	Market Value	%	Average Cost	Per Share	Unrealized Gain	%	Day Gain	%

$CASH		3,114.96	3.15%
Total		98,901.46	100.00%		+624.00	0.63%

Day Watch

Hints:

[1] Click the Stock hyperlink on table to view the portfolio's stock page.

Stock	Last Price	Change	Shares	Volume	Open	High	Low	Day Gain/Loss	%

Fundamental

Hints:

[1] Click the Stock hyperlink on table to view the portfolio's stock page.

Stock	Last Price	Price Range (4 Wks)	Price Range (52 Wks)	Market Cap (Mil)	NOSH (Mil)	Avg Volume (4 Wks)	Avg Price Target	T4Q P/NAPS	T4Q P/E	T4Q DY(%)	T4Q NPM(%)	T4Q ROE(%)

Market Buzz

No information available.

Discussions

6 people like this. Showing 39 of 39 comments

Tan KW

i believe he is willing to share his knowledge with us.... he always do that and most of us benefit from his kindness sharing....

@kcchongnz, if you do not want to share this... inform me & i will remove it.

2015-01-12 17:34

kcchongnz

Tan KW,

Thanks for putting up the portfolio.

However, I would like to reiterate that it is more for sharing of investment methods and strategies. Notice that I have never asked anyone to buy or sell any share I wrote about but just share the fundamentals of investing.

Appreciate constructive feedback.

2015-01-12 19:22

Tan KW

@kcchongnz, i have put in your remark on the portfolio description...

http://klse.i3investor.com/servlets/pfs/42499.jsp

I will compile your third portfolio - http://klse.i3investor.com/blogs/kcchongnz/68248.jsp and update it to this portfolio later.

2015-01-12 21:02

Tan KW

@kcchongnz, i have updated the portfolio http://klse.i3investor.com/servlets/pfs/42499.jsp with your stock pick from third portfolio - http://klse.i3investor.com/blogs/kcchongnz/68248.jsp

2015-01-12 23:20

lepaklangkawi

Hi KC. TQ for sharing.

Couple of questions

1) BIMB-WA. With the maturity so far out in future, is it ok to 'but-and-hold' these warrants?

2) FIBON.
The public shareholding spread is an issue here. How much, if any an impact is this having on liquidity and price discovery?
The company has got into the factoring business. Why is a high-tech polymer manufacturer venturing into such business?

3) Kuchai.
Does it not concern you that such a good company on paper, does not seem concerned about dividend distribution or buybacks?
And does this not affect liquidity/price discovery?

Your thoughts? Thanks in advance.

2015-01-13 22:28

kcchongnz

Posted by lepaklangkawi > Jan 13, 2015 10:28 PM | Report Abuse
Hi KC. TQ for sharing.
Couple of questions

1) BIMB-WA. With the maturity so far out in future, is it ok to 'but-and-hold' these warrants?

You have to know about what make up the value of an option, and how to estimate them:

Value of an option = intrinsic value Plus time value

2) FIBON.
The public shareholding spread is an issue here. How much, if any an impact is this having on liquidity and price discovery?
The company has got into the factoring business. Why is a high-tech polymer manufacturer venturing into such business?

Me: I am an investor, not a trader or speculator. So shareholding spread, liquidity and price discovery (?) are not that important.

I am just a small time investor, not in the management in Fibon, neither am I a professional analyst. You should ask them. For me I find that business is insignificant.

3) Kuchai.
Does it not concern you that such a good company on paper, does not seem concerned about dividend distribution or buybacks?
And does this not affect liquidity/price discovery?

Me: If everything is good about Kuchai, will it be trading at this price?

2015-01-14 02:47

paperplane

Kuchai is like kseng 5yrs ago. Unless something trigger them to unlock value, if not it will never happen in inCrease of price. Why shld the major shrholders share it with u.

2015-01-14 07:56

lepaklangkawi

Thanks guys. Appreciate the thoughts and feedbacks. May all success be with you in 2015.

2015-01-14 17:07

Edmund Dominos

Value buy catalogue :)

2015-02-03 19:05

Fat Cat Tim Buddy

wa so many stocks, kian wei bro, i also feel like wanna play can help me make 1? i wanna put RM100,000 all in flbhd. kikikiki, no kidding, really. seriously.

2015-02-03 19:09

Intelligent Investor

Hi Mr. Tan,

Please help Mr. Chong to add in following dividends:-
CBIP - http://www.klse.my/entitlement/115763.jsp
HAIO - http://www.klse.my/entitlement/115814.jsp
HOMERIZ - http://www.klse.my/entitlement/115759.jsp
PADINI - http://www.klse.my/entitlement/115870.jsp
PANTECH - http://www.klse.my/entitlement/115804.jsp
PRESBHD - http://www.klse.my/entitlement/115924.jsp
SCIENTX - http://www.klse.my/entitlement/115454.jsp
TASCO - http://www.klse.my/entitlement/115850.jsp

2015-03-26 12:20

Tan KW

2015-03-27 16:45

3101575000

any good news for Pitaras Jaya ?

2015-04-12 19:57

Intelligent Investor

2015-06-05 11:21

paperplane2

walao, fund mgr kind of investment style!

2015-06-05 14:27

Tan KW

2015-06-05 17:14

Tan KW

Done

CBIP - http://www.klse.my/entitlement/116299.jsp [11-Jun]
PRESBHD - http://www.klse.my/entitlement/116255.jsp [09-Jun]
PTARAS - http://www.klse.my/entitlement/116181.jsp [12-Jun]
TONGHER - http://www.klse.my/entitlement/116138.jsp [12-Jun]

2015-06-16 14:54

Tan KW

Done
MFCB - http://www.klse.my/entitlement/116083.jsp [19-Jun]

Will record after ex,
UCHITEC - http://www.klse.my/entitlement/116088.jsp [26-Jun]

2015-06-24 14:43

Intelligent Investor

Hi Mr. Tan,

Please help Mr. Chong to update the homeriz
- http://www.klse.my/entitlement/116359.jsp
- http://www.klse.my/entitlement/116360.jsp

2015-07-07 11:16

Tan KW

i have add in the bonus share. but the warrant not list yet

Hi Mr. Tan,

Please help Mr. Chong to update the homeriz
- http://www.klse.my/entitlement/116359.jsp
- http://www.klse.my/entitlement/116360.jsp
07/07/2015 11:16

2015-07-07 11:23

Tan KW

Done

UCHITEC - http://www.klse.my/entitlement/116088.jsp [26-Jun]

2015-07-07 11:24

Tan KW

Done

Hi Mr. Tan,

Please help Mr. Chong to update the homeriz
- http://www.klse.my/entitlement/116360.jsp

2015-07-15 11:46

paperplane2

Kc chong 20%, I am happy enough matching his return

2015-07-22 11:38

paperplane2

omg........3%

2015-08-28 14:24

paperplane2

http://klse.i3investor.com/servlets/pfs/44028.jsp#editpmsgdiv

2015-08-28 14:25

paperplane2

the edge the best!

2015-08-28 14:25

Intelligent Investor

2015-10-01 14:04

Tan KW

2015-10-01 14:18

Tan KW

Done
HAIO - http://www.klse.my/entitlement/116644.jsp Ex Date 11-Nov-2015
MAGNI - http://www.klse.my/entitlement/116665.jsp & http://www.klse.my/entitlement/116666.jsp Ex Date 05-Nov-2015
PANTECH - http://www.klse.my/entitlement/116428.jsp Ex Date 05-Oct-2015

Will do after Ex, please remind me
DAIMAN - http://www.klse.my/entitlement/116598.jsp Ex Date 07-Dec-2015
PTARAS - http://www.klse.my/entitlement/116648.jsp Ex Date 22-Dec-2015
SCIENTX - http://www.klse.my/entitlement/116663.jsp Ex Date 07-Jan-2016

2015-12-01 14:18

Tan KW

Done
DAIMAN - http://www.klse.my/entitlement/116598.jsp Ex Date 07-Dec-2015

Will do after Ex, please remind me
PTARAS - http://www.klse.my/entitlement/116648.jsp Ex Date 22-Dec-2015
SCIENTX - http://www.klse.my/entitlement/116663.jsp Ex Date 07-Jan-2016

2015-12-17 14:38

Tan KW

done

PTARAS - http://www.klse.my/entitlement/116648.jsp Ex Date 22-Dec-2015

2015-12-22 10:09

koonthebest

PONG PONG PONG! below average returns portfolio! 70% participants in 2015 stockpickers did better!

2016-03-07 19:23

koonthebest

critics should ask why they are still poor! PONG PONG PONG! not even one stock delivered 100% or more returns! PONG PONG PONG!

2016-03-07 19:26

kcchongnz

Posted by koonthebest > Mar 7, 2016 07:26 PM | Report Abuse
critics should ask why they are still poor! PONG PONG PONG! not even one stock delivered 100% or more returns! PONG PONG PONG!

The portfolio of 25 stocks returns 15.2% since it was put up by Tan KW, not me, just to share with i3investor forumers the principles of value investing.

Till to date on 7th March 2016, the portfolio returns an average of 15.2%, compared to the drop of the broad market of 3% for the same 5 quarters period, or probably a compounded annual growth rate of 12.5%. This beats the return of the broad market by a very wide margin for the last ten years of about 6%.

If I can maintain this return for long term investing, say 20 years, RM10m investment will become RM105.5m, compared to RM32.1m if you invest in the 30 component stocks of Bursa.

I will be damn rich then. Why did you say I will still be poor?

So what is this “PONG PONG PONG”?

So why do you want to compare this portfolio with the one-year return of the competitors for 2015 stock pick challenge?

Was that put up by me to be in the 2015 stock pick challenge?

And what is the results of your portfolio in the 2015 stock pick challenge? Please show!

2016-03-07 20:42

koonthebest

PONG PONG PONG! follow uncle koon stock since 1 jan 15 got 274% returns! broad market dropped 3%! PONG PONG PONG! kcchongnz empty tong PONG PONG PONG loudest!

2016-03-07 21:13

koonthebest

PONG PONG PONG! 10 million you got ah! do not dream empty tong! 1 million you got ah! if yes, please show me! donate 3 students to complete degree! 160k only! can ah! ok ah! empty tong kcchongnz! PONG PONG PONG!

2016-03-07 21:17

kcchongnz

Posted by koonthebest > Mar 7, 2016 09:17 PM | Report Abuse
PONG PONG PONG! 10 million you got ah! do not dream empty tong! 1 million you got ah! if yes, please show me! donate 3 students to complete degree! 160k only! can ah! ok ah! empty tong kcchongnz! PONG PONG PONG!

Did I say I got RM10m? And how do you know I don't have?

did I say I have donated 3 students to study? How do you know I don't donate?

Answer my questions.

The portfolio of 25 stocks returns 15.2% since it was put up by Tan KW, not me, just to share with i3investor forumers the principles of value investing.

Till to date on 7th March 2016, the portfolio returns an average of 15.2%, compared to the drop of the broad market of 3% for the same 5 quarters period, or probably a compounded annual growth rate of 12.5%. This beats the return of the broad market by a very wide margin for the last ten years of about 6%.

If I can maintain this return for long term investing, say 20 years, RM10m investment will become RM105.5m, compared to RM32.1m if you invest in the 30 component stocks of Bursa.

I will be damn rich then. Why did you say I will still be poor?

So what is this “PONG PONG PONG”?

So why do you want to compare this portfolio with the one-year return of the competitors for 2015 stock pick challenge?

Was that put up by me to be in the 2015 stock pick challenge?

And what is the results of your portfolio in the 2015 stock pick challenge? Please show!

2016-03-07 21:28

koonthebest

PONG PONG PONG! empty tong kcchongnz PONG PONG PONG loudest! setup education fund ok ah! PONG PONG PONG!

2016-03-07 21:31

3101575000

not update :scientx bonus issue why not in ??

2016-08-13 22:33

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