Stock Pick 2016 - paperplane2016

Owner: Tan KW
Access Type: SHARED | Tag: SP2016
Stock Pick 2016 - paperplane2016(http://klse.i3investor.com/servlets/cube/paperplane2016.jsp)

TOC - http://klse.i3investor.com/blogs/stock_pick_2016/88953.jsp

Hi Tan, below is my stock pick

KESM 5,000.00 5.19 25,950.00 25.96%
PRKcorp 6,000.00 2.66 15,960.00 15.97%
AIRASIA 10,000.00 1.29 12,900.00 12.91%
IWCITY 10,000.00 1.01 10,100.00 10.11%
GKENT 5,000.00 1.63 8,150.00 8.15%
MAJUPERAK 27,000.00 0.33 8,910.00 8.91%
MUDAJAYA 5,000.00 1.18 5,900.00 5.90%
FAVCO 2,000.00 2.74 5,480.00 5.48%
WTK 5,000.00 1.32 6,600.00 6.60%

75,000.00 99,950.00



Posted by paperplane2016 at Jan 1, 2016 10:14 PM


Not sure if it will burst after brokerage fees? If so kindly help reduce it at FAVCo share allocation. T=thanks



Posted by paperplane2016 at Jan 1, 2016 04:59 PM
Total Value
72,343.75
Today's Change
-504.00 (-0.70%)

Allocation

Stock's Value 70,738.25
Current Holding 9 Stocks
All Time Holding 9 Stocks
% of Total Value 97.78%

Available Cash Balance 1,605.50
Current Cash Balance 1,605.50
Unpaid Dividend 0.00
% of Total Value 2.22%
Performance

Average Cost 101,528.60
Unrealized Gain -29,184.85
% over Average Cost -28.75%

Total Capital 100,000.00
Total Return -27,656.25
% over Total Capital -27.66%
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:
Cost:
Stock Last Price Change Shares Market Value % Average Cost Per Share Unrealized Gain % Day Gain %
$CASH 1,605.50 2.22%
Total 72,343.75 100.00% -504.00 -0.70%
Discussions
4 people like this. Showing 50 of 614 comments

probability

aiya! paperplane want to follow duit style...no good!

2016-12-09 23:33

Stanley Druckenmiller

Haha. For fun only. Change back anytime mah

2016-12-10 02:16

paperplane2016

1. HEVEA: 109,790,000(CASH) - 6,947,000(LTB) - 8,164,000(STB) = 94,679,000 NET CASH
2. LATITUDE: 173,205,000(CASH) - 20,341,000(LTB) - 67,797,000(STB) = 85,067,000 NET CASH
3. LIIHEN: 113,946,000(CASH) - 5,293,000(LTB) - 29,053,000(STB) = 79,600,000 NET CASH
4. HOMERIZ: 57,017,000(CASH) - 0(LTB) - 0(STB) = 57,017,000 NET CASH
5. SIGN: 71,041,000(CASH) - 18,531,000(LTB) - 2,915,000(STB) = 49,595,000 NET CASH
6. SHH: 31,989,000(CASH) - 0(LTB) - 6,635,000(STB) = 25,354,000 NET CASH
7. POHUAT: 63,631,298(CASH) - 1,652,965(LTB) - 37,584,812(STB) = 24,393,521 NET CASH
8. FLBHD: 21,716,000(CASH) - 0(LTB) - 0(STB) = 21,716,000 NET CASH
9. JAYCORP: 35,951,000(CASH) - 7,384,000(LTB) - 11,636,000(STB) = 16,931,000 NET CASH
10. MIECO: 16,905,000(CASH) - 0(LTB) - 56,153,000(STB) = -39,248,000 NET DEBTS
11. EVERGREEN: 141,018,000(CASH) - 108,952,000(LTB) - 107,633,000(STB) = -75,567,000 NET DEBTS
12. SYF: 1,730,000(CASH) - 51,127,000(LTB) - 64,543,000(STB) = -113,940,000 NET DEBTS

good listing

2016-12-23 11:51

stockmanmy

since analysts like cash in bank.....

all listed companies magically has high cash balances at year end by delaying payment to creditors.........................................................................................lol.

2016-12-23 11:56

starperformer

THANK U!

2016-12-23 16:56

moneySIFU

Well done, paperplane, YTD 31%!

2016-12-29 16:08

paperplane2016

PerakCorp is the main reason my result pull down....damn those UMNO ppl, never learn.

2016-12-29 18:06

paperplane2016

haiz,next yr probably pick lesser stocks.

2016-12-29 18:07

paperplane2016

主讲嘉宾:周金涛中信建投证券首席经济学家、董事总经理;2008-2012年连续5年新财富策略研究最佳分析师

2016年全年都是第三库存周期的上行期,第三库存周期的核心投资标的是滞胀品种,通胀是第三库存周期的灵魂,但是运动模式会出现一波三折。5月份到7月份是空档期,所以个人对5-7月份的风险资产持谨慎态度。

未来四年看,2016年应该是机会最大的一年。2016年之后,2017年到2019年都是现金为王的阶段,主要的投资品种可以以流动性好的保值品种为主。2017年之前是房地产和一级市场股权的兑现阶段。若这个时间点之前不兑现,那么财富就有可能会被消灭掉。2017年应该持有现金、黄金,直到2019年出现重要的买点

2016-12-30 01:19

moneySIFU

You like this Perak Corp so much, paperplane

2016-12-30 01:23

moneySIFU

2017年之前是房地产和一级市场股权的兑现阶段。若这个时间点之前不兑现,那么财富就有可能会被消灭掉。2017年应该持有现金、黄金,直到2019年出现重要的买点

2016-12-30 01:24

moneySIFU

Thank you, paperplane

2016-12-30 01:48

paperplane2016

Must read!

2016-12-30 01:59

feimah

Congrats paperplane sifu.

2016-12-30 06:34

paperplane2016

According to this guy, buying on dips during 2019

2016-12-30 07:24

paperplane2016

He suggested to hold cash or gold during 2017 to 2019.
For next yr, I suggest hold bit more cash.
Avoid high borrowing ,high gearing companies. When it keep moving up, it will be super tough

2016-12-30 07:27

LA777

Hold USD cash better.

2016-12-30 07:31

jackyle

Morning paperplane sifu, bornoil still worth to keep? I keep till now because of their high inventory of gold.

2016-12-30 09:29

paperplane2016

USD might weakened after 2Q 2017 as per prediction of some gurus.

2016-12-30 10:33

paperplane2016

Keep Bornoil. no worry.

2016-12-30 10:34

paperplane2016

thinking whether to add BJCORP , AIRAsia or not in 2017 portfolio, they are high debts...a bit worrying for next yr.....haiz. Guess I better avoid.

2016-12-30 10:42

uncle988

Congrats papaerlane2016!!
Have you decided your stock picks for 2017? more on export and oil?

2016-12-30 10:42

younginvestor92

Hope to learn more from you guys! thanks for the sharing!

2016-12-30 10:51

paperplane2016

oil I will avoid, property also trying to avoid.
Hopefully some exports, some defensive for next yr

2016-12-30 10:54

uncle988

Good luck and hope to see you on the top again in 2017.

2016-12-30 10:58

Icon8888

paperplane has chosen his stocks well. He deserves to win

2016-12-30 11:02

LA777

Thank you, paperplane.

2016-12-30 11:04

paperplane2016

TanKW, can help check on Top10 div payment? Seems to have problems
Airasia ex-26May16 4sens
But the system only pick up RM40 instead of RM400, not sure why

2016-12-30 11:48

jackyle

Thanks for the advise

2016-12-30 11:57

paperplane2016

Also, if you only input div today, some stocks might have share splits, bonus etc, and it will overcount as earlier position is smaller, we need to be extra careful when applying div, bonus etc.
If not if stocks splits x2, and div paid prior that will be doubled counted

2016-12-30 12:02

paperplane2016

aiyo, the div system memang got problems, show 100 entry, show 50 entry, show all entry some got some missing...so confusing this system............

2016-12-30 12:05

paperplane2016

Let me calculate the breakdown
Airasia-ex 26May=10,000*0.04=400.00
Favco-ex 28Jul=1900*0.15=285.00
Gkent-ex 8Jul=5000*0.035=175.00
ex 19Sep-Bonus 1:4
ex 12Oct-6250*0.03=187.50
ex 19Dec-6250*0.02=125.00
KESM ex-27Jul-5000*0.045=225.00
MJPERAK ex 27May-27000*0.0106=286.20
ex 29Jul-27000*0.0108=291.60
WTK ex 17Jun-5000*0.0249=124.50

TOTAL DIV= 2099.80+initial cash balance 50

My cash should be 2149.80

2016-12-30 12:35

abangadik

Paperplane, Congrats on your playplay pick. Good luck for 2017. Got increase gold position? Hehehe.. Hardly see people talk about gold in i3 :D.. You are one of the few.

2016-12-30 12:39

paperplane2016

thinking to add. waiting 2Q2017 first

2016-12-30 12:40

abangadik

btw thanks for the link you share yesterday night. :D Hope corporate life is treating you well and all the best in 2017. Looking forward to your sharing!

2016-12-30 12:45

paperplane2016

Hope for best..........for time being, my real life portfolio is high on cash actually......hehe

2016-12-30 12:48

abangadik

dont hope aim for best :D.. hehehe wonderful end to 2016 and great years ahead planegor..

2016-12-30 12:53

paperplane2016

TanKW, can help look into my cash after div entitlement as above? Thanks
Airasia-ex 26May=10,000*0.04=400.00
Favco-ex 28Jul=1900*0.15=285.00
Gkent-ex 8Jul=5000*0.035=175.00
ex 19Sep-Bonus 1:4
ex 12Oct-6250*0.03=187.50
ex 19Dec-6250*0.02=125.00
KESM ex-27Jul-5000*0.045=225.00
MJPERAK ex 27May-27000*0.0106=286.20
ex 29Jul-27000*0.0108=291.60
WTK ex 17Jun-5000*0.0249=124.50

TOTAL DIV= 2099.80+initial cash balance 50

My cash should be 2149.80

2016-12-30 12:58

Pierre-Simon Laplace

Happy new year folk.

You are doing better and better. More substance can be seen from your comment. Keep it up the good job.

I am stupid. I am idiot.
Please forgive me. I wish you long life and have a wonderful life with your family.

Warmest regards

2016-12-30 13:39

Luckybb

Congrats!

2016-12-30 22:04

confuse

Do paperplane2016 hold GKent, KESm, etc until 30th Dec in real life?

2017-01-01 22:31

paperplane2016

Yes. But very little

2017-01-01 23:00

paperplane2016

Perakcorp

2017-01-08 21:23

paperplane2016

40% , not bad

2017-02-14 14:03

paperplane2016

Looking back now, really good....hahaha

2017-03-28 22:52

paperplane2016

Sad. Some stock shall be hold longer term...

2017-04-11 01:13

moneySIFU

Hi paperplane, I have been in the anxious mode since the beginning of April 2017

--------------------------------------------------
Blog: George Kent - How far can it go? (WealthWizard)
Apr 7, 2017 10:28 PM | Report Abuse
When mkt goes gaga over certain stocks, I know probably this general mkt is overheated. Time to trim down some of my risky stocks now. Thanks Gkent on theindicator

2017-04-11 11:43

moneySIFU

The feeling is like holding a bowl with full hot soup, 害怕把它给倒翻

2017-04-11 11:52

paperplane2016

According to fengshui.no worry until July. So be careful when near July.

2017-05-31 22:11

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