Philip ( buy what you understand)

sleepywolf | Joined since 2017-11-22

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News & Blogs

2019-04-07 19:57 | Report Abuse

Awc is very interesting, I have never heard of it. Let me take a look.

News & Blogs

2019-04-07 17:20 | Report Abuse

But having said that, this is how you show credibility, with a date, a buy call, conviction in buying a stock. So when your results are out there in the open, no one can doubt that you are are not simply dumping your mouth off. This is something Ricky and Jon cannot do. Even sjh blog is better than Ricky webnovel. And he wonders why?

News & Blogs

2019-04-07 16:47 | Report Abuse

I'll leave it on a few days so he gets more investing clients. He is averaging 79% a year after all. Much better than old uncle like me. I do less than 25% a year. He needs to be respected.

News & Blogs

2019-04-07 16:38 | Report Abuse

Ok la big sausage Soo, let u win. You are the best sausage! Even though quiet quiet STNE performance returned far more in shorter time, I'll queue at the back of the line make you happy a bit.

News & Blogs

2019-04-07 16:20 | Report Abuse

Sure kid, good for you. Hope you do well with it. What's your 5 year CAGR?

News & Blogs

2019-04-07 15:44 | Report Abuse

I will always remember you as the kid who described to me a microcap based in China with a energy efficient design which is better than what GE, ABB and SIEMENS can produce. Somehow it doesn't have an international patent, and it decided to list in Singapore instead of China. Well.... I went to China few months back and on a whim decided to visit your "moat" company factory and it's facilities.

Guess that? Your credibility went out the window for me as well.

News & Blogs

2019-04-07 15:32 | Report Abuse

Hi kid, how is your super energy china company listing in Singapore doing today? Another one who loves commenting but has zero credibility also.

>>>>>>

Uncle Philip, I tot u said u dun like to compare sausage. But now u compare with Ricky's and Jon's. I think you actually like to compare sausage lah.

News & Blogs

2019-04-07 15:30 | Report Abuse

How is that credibility? Sorry you don't get to claim any of that, as you didn't bring it up in your webnovel at all, or give any explanation like David why you buy and your criteria, when you bought and when you expect to profit. Try harder. At least post an article, like you love to do so much.

Maybe if you follow Felicity with a proper portfolio, I would be more tempted to believe you.

As it is, I also can say I bought scientex when it first IPO, and Aeon credit when it first IPO ( even though no AEON in Sabah). But I won't, because if I did I would at least have some hubris and explain my buying criteria.

The ones which you did analyze and promote like favco and apm are also not doing so well.

If you say you bought favco and apm at it's height in 2014 and followed it all the way down until today, well then we can both agree on something. You and choivo are the same kind of theoretical investors which should be listening to uncles like connie555 and icon8888 and 3ii instead of disagreeing without any financial returns.

Poor portfolio performance also leads to lack of credibility.

When you go out on a limb, promoting poor performing stocks without a clear investment thesis ( and returns) is akin to those trading class teachers who promote 2 day classes for 3k saying you can make 5k a month, just trading 4 hours a day! Wow!

Is it possible? Definitely.

Is it probable? I leave it up to you to decide.

Just because you read a lot of books doesn't make you a good investor. This applies to you and Jon choivo both.

Obviously this applies to me as well. You may not believe me when I say I bought ql, topglov and YINSON when I say I did. No matter.

How about 2019? You can view my instincts acumen by comparing my long term results ( and articles with my reasoning) on

STNE: NASDAQ( January 2019, USD 19)
PCHEM ( February 2019, rm8.15 - pre dividend 0.18)
Gkent ( March 2019 - rm 1.12- pre dividend 0.035)

I show my articles written and publish dates, quantities, price, and I bare my soul, so if my investments don't work out you know I'm a fraud and I lose credibility. If it works out I build credibility.

Simple isn't it? It's about investing, not story telling.


>>>>>>

Alright alright, if you want credibility, I bought Scientex since 2012 and Aeon Credit since 2014. I bought others like APM, Favco too. Is everyone satisfied?

News & Blogs

2019-04-07 13:35 | Report Abuse

bye troll stoneraider. wasting my weekend replying you.

News & Blogs

2019-04-07 13:31 | Report Abuse

what do you do with the 70%? buy a different stock and hope for the same result?

There is a saying about selling winners to follow losers. I used to do that. didn't end well.

I found a better way in 2009.

>>>>>>>
If my stock rise 500% in a day I'll sell off 70% of it. And keep the rest. Simple...

News & Blogs

2019-04-07 13:28 | Report Abuse

If you keep spamming entire pages with repasted comments I can't reply. Sorry. can come back in 2 years and show me your insas performance versus QL?

>>>>

How can u use her blog to cover your shortcoming leh ??
It is like hiding under other people mother's skirt loh...!!

News & Blogs

2019-04-07 13:25 | Report Abuse

spoken like a true troll.

IT ALL COMES BACK DOWN TO CREDIBILITY.

I don't see her "disagreeing" with other writers on i3 unlike risky yeo, choivo capital and stockraider.

the way you guys comment on other peoples writings without a shred of credibility, results or quality of investing acumen tells a lot about your "worldly wisdom and mental models".

This is about investing, not about a fantasy essay writing webnovel.

News & Blogs

2019-04-07 13:16 | Report Abuse

http://www.intellecpoint.com/p/position.html

I suggest you read HER investment blog and compare it to yours. You obviously have not read anything and only like to obliviate whatever your don't like.

Her blog is based on the real world, what she reads, what she understands and she adds her results into a properly documented investment portfolio with tangible results.

RESULTS ARE AN INDICATOR OF ABILITY.

So when she comments, I listen 3 times.


>>>>>>>
Interesting for you to say that. Maybe you should give me an idea that doesn't build upon someone else's idea. As if boom you born into this world with your own original idea. Felicity doesn't refer to someone in his blog doesn't mean he thought out everything on his own right? Like everything just appear suddenly.

News & Blogs

2019-04-07 13:07 | Report Abuse

Troll shut up. Your comment makes zero sense whatsover. another troll who likes to argue for the sake of arguing.

Hey. Im still waiting on your spam on why SAPE is a good investment. Why so slow? need to warm up engine is it?

>>>>>
Agree is relative it does not mean u must be 100% agree mah...!!

News & Blogs

2019-04-07 13:03 | Report Abuse

Is this how risky yeo makes money? by joining his book club?

OK. sign me up. how much you going to charge me?

>>>>>>
I have read many books over the years. And forgot 90% of them. So I rely on notecard, journal, marginalia, and writing to remember all the big ideas. Now I am compiling this knowledge before turning it into 500 most important lessons in investing. This is a work in progress. If you are interested to receive a copy, please leave me your detail.

News & Blogs

2019-04-07 13:02 | Report Abuse

Why? I fully agree.

It is full of theories and quotes by OTHER investment managers with results (not you).

Book recommendations by other writers (not YOU).

Investment lessons by other people (not YOU).

aka INFORMERCIAL.

I challenge you to read the blog by felicity. so full of freshness and quality of thought process (and real world investment).

>>>>>
oh by the way, musingzebra is full of investment theory. I welcome you to tear them apart.

News & Blogs

2019-04-07 12:58 | Report Abuse

see... arguing for arguments sake. if you agree with david, why would you state more reasoning? that is pure trolling.

agree means agree la. what other meaning can it be?

It is when you disagree then you have an ALTERNATIVE VIEW.

ALTERNATIVE VIEWS should at least be expanded upon. David has the courtesy to share his original views, should't you extend the courtesy of rebutting it if you don't agree it is of value?

that is like that fat bully in school always going duh! you stupid and dumb! har har!

How is that constructive criticism?

Or does troll land for choivo and risky yeo only entail criticism, without the words constructive?

Maybe you and stoneraider should hang out more often, neither make any sense most of the time.

News & Blogs

2019-04-07 12:52 | Report Abuse

stockraider... now you spam other thread as well? really nice job, i give you 3 minutes to start foaming at the mouth your wonderful SAPNRG investment 70 billion in 3 years and 3 months.

News & Blogs

2019-04-07 12:51 | Report Abuse

Here is one good lesson, from an old man who is wise enough to admit his mistakes.

don't boast so much on being an ex-investment banker/ex engineer etc.

Hope Icon8888 learn something new today.

>>>>>

Most investors cannot control their emotion. They are egoistic and greedy. When their shareholdings are going up, they would not sell and like to boast to all their friends that that are so clever to have bought them at much lower prices. The biggest problem that most shareholders have is greed and refuse to sell early to take profit. Profit seems like a dirty word. While the price is going higher, they continue to boast.

News & Blogs

2019-04-07 12:39 | Report Abuse

your mnrb + insas is less than 15% of QL market cap. and you dont even invest in either of them, as your foaming spamming of SAPE everywhere is showing. trolls like to compare 3 months result and say their investing is working. I'm looking at 2+ years remember as per your challenge? give you a chance, as 10 years results nothing much to say la. we know who winning.

But more importantly, notice who doesn't go around spamming their investment thesis on every page? I'm confident in my investments, unlike office boy trolls.

News & Blogs

2019-04-07 12:28 | Report Abuse

see, another troll in stockraider. He makes it worse when he copy paste entire past comments to fill up his comments to block out other people. what he doesn't realize is he just talks the same nonsense over and over using similar words. I give him 5 minutes before he pollutes this thread with new (repeated everywhere) comments on his 3 yrs 3 months SAPNRG 70 billion RM3 strategy.

News & Blogs

2019-04-07 12:22 | Report Abuse

ok la let you boast boast a bit, so you can be happy happy. It doesn't make a difference to me. The only thing that matters is how you carry yourself as a human being and how your investment theories work out.

As long as when you post your chun chun buy call, you match up with with your chun chun sell call, then i'll be happy to call you sifu all you want. don't pump and then dump, then I'll keep my comments to myself.

I assume since you say your JAKS is wonderful 10% portfolio investment you will keep it at least until it hits your assumed value of RM3?

Lets see how long that will take.

>>>>>
I electronic engineer specialise in communication system

My final year thesis was State of The Art Speech Recognition System. My final year project was related to Wavelength Division Multiplexing System

News & Blogs

2019-04-07 12:00 | Report Abuse

this is a stock investment forum. if you have a disagreement, instead of just yapping, put in a proper reasoning why you think it is so, show some examples that you have personally come across, and how you would invest based on your past results. if you just keep yapping and talking noise, it is like choivo (worse because he charges rm5K for his non-results based "advise"). no help, no value to the public. put your investment theory in front at least, so we can base the quality of you disagreements in lieu of your PAST INVESTMENT results.

Oh wait, you dont have any.

ergo. argue for arguments sake.

in other words you are a troll. I have a problem with TROLLS.

a more articulate troll than stoneraider perhaps, but a troll nonetheless. exactly like jonathan cho yi kit. at least he posts up his portfolio results so you can recognize if he is a growing troll, or just a trolling troll.

We can compare David's jaks article versus his hengyuan call to evaluate the quality of his information.

You and your musingzebra articles, are just another informercial.

>>>>>>>
someone else disagree, that's it. If one have problem with a person's attitude, that is your problem, not the market's problem.

News & Blogs

2019-04-07 10:29 | Report Abuse

You like arguing for arguing sake. Same like choivo. Always have always will. Worse though because you don't even have any real results to base your disagreements upon. At least choivo has a portfolio so you can tell he was wrong. You on the other hand, just enjoy yapping. Everyone's investment is bad in your eyes. But what constitutes a good investment, you don't even know. That's what credibility is.

That is why you enjoy arguing for the sake of arguing.
>>>>>

Ricky Yeo Didn't know someone can talk down just because they have credibility. Classical ego.
07/04/2019 6:38 AM

News & Blogs

2019-04-07 10:20 | Report Abuse

Icon8888 inconsistencies and back talking caught red handed. Same as when he say he is an engineer and can talk MOSFETs and then investment banker talk sukuk and merger specialists. Talk cock alot, but delete messages after.

Some messages he forget to delete, so you can know his real character.

Nothing new to learn here. Moving on.

>>>>>

16591 posts
Posted by Icon8888 > Apr 7, 2019 8:45 AM | Report Abuse

Now you know why you are crowned one of the most argumentative people in i3 ?

News & Blogs

2019-04-07 07:52 | Report Abuse

I have heard from market... Unverified of course... Lee soon agent is very integrity guy. He even use his full name in i3 investor blog.

>>>>>>
only have one winner in the business world, it is very hard to find the integrity guy.......in reality world!

News & Blogs

2019-04-07 06:16 | Report Abuse

Dear pjseow,

Choivo needs to be treated differently, logic does not apply to him as he prefers making comments than acting on stocks in which he has followed kyy and most money on.

Therefore he has stock loss bias, meaning if he loss money on JAKS, no matter how much you may make, he already is opinionated, because while you may start from a neutral point of view, he starts from a negative one.

News & Blogs

2019-04-07 06:03 | Report Abuse

Ah, no wonder you know so little.

You don't need credibility to disagree, but you need credibility when you talk down to others and act as if your investment acumen is far superior to others.

Nyet?

>>>>>>>
I didn't know you need credibility before you can disagree with someone

News & Blogs

2019-04-07 05:59 | Report Abuse

Fake engineer/ex-investment banker laughing at others, but how much money does he really make?

>>>>>>>>>

So I laugh at you now

News & Blogs

2019-04-05 19:00 | Report Abuse

I apologize kcchongz. Somehow or another an investment sharing forum has turned yet again into a sausage comparing contest.

But coming back to your share selection, I do think that scgm should have a bigger portion in your portfolio.

News & Blogs

2019-04-05 18:48 | Report Abuse

Donations for charity is never an expense, because you get back so much more.

In any case, I would like to have even more fun. The losers, icon8888 and qqq3 has to change their profile names to the winners choice for a month.

News & Blogs

2019-04-05 18:37 | Report Abuse

Use 100k as valuation point, with all dividend reinvested.

News & Blogs

2019-04-05 18:36 | Report Abuse

In that case ok lo,

Let's start today.

Gkent 1.17 5 April 2019.
Jaks 0.86 5 April 2019.

End date 5 April 2020.

Since no money involved.

News & Blogs

2019-04-05 18:32 | Report Abuse

Funny how every thread seems to end up a ball comparing challenge. Boring la this icon8888, so childish it's not even funny anymore.

News & Blogs

2019-04-05 18:29 | Report Abuse

But you need to put your real name and register properly, and put the registration fee down. Then at least I can put a face and name to the so called sukuk specialist/ m&a company professional investment banker formerly known as icon8888.

As a investment banker specialist, I'm sure you have more than rm40k that you would love to be tax deductible right?

News & Blogs

2019-04-05 18:26 | Report Abuse

Hi little girl/ fake engineer/fake investment banker.

I thought I just asked you to putb your money where your mouth is at longbets.org. its the preferred method by Warren buffet for long term bets.

Are your ready to put minimum 10k USD down? You can't gamble at the website, but winner gets to put the money to the charity of choice by the longbets organisation.

How's your balls? Its tax deductable.


>>>>>
And Superman got tiny balls

News & Blogs

2019-04-05 17:52 | Report Abuse

qqq3, I'm getting bored of this. If you really on , do it properly 5 years, go to longbets.org and do a proper bet. register and do it nicely.

Last time choivo also scared cos he say no money, you got?

Fyi, I dont do short term trading, I have no idea how a stock is going to do in 3 months, 4 months, 1 year. 3+ years onwards, I have a pretty clear opinion on gkent, with its MRT2 handover date, and LRT3 claim progress.

If you are simply using sentiment and your 70% completion of IPP to do your 1 year analysis, I have no idea how the market will react.

I admit I don't have much skill in trading, never have. Never will.

Investing wise long term, I'm pretty ok.
>>>>>
so Gkent vs Jaks, end of the year....is it on?

News & Blogs

2019-04-05 13:09 | Report Abuse

Nope. I happen to agree with his reasoning. You might need to put you back of the envelope to the front.

News & Blogs

2019-04-05 12:01 | Report Abuse

If 1 bottle of beer is RM1, how much is 100 bottles of beer?

If your answer is RM100, then you dont live in the real world.

If you buy in bulk, it will never be rm100, because you will always get a discount on the price of buying in bulk.

If you think NTA 0.77 in a financial report is exactly that same amount in real life, you are in for a very very rude awakening.

General

2019-04-05 11:58 | Report Abuse

Wow! Sounds amazing, I'm sure it must work.

News & Blogs

2019-04-05 11:31 | Report Abuse

Every type of investing is about finding value. Why pigeonhole. You mean growth investing is not about finding value? Then what have we been doing here all the time?

Stock

2019-04-05 10:14 | Report Abuse

A drop of exactly 3.5 cents as per ex dividend today. 3% yield not too bad. However what to do now, reinvest? Or buy coffee?

I think I will do both.

Watchlist

2019-04-05 08:19 | Report Abuse

Topglove seems to have a discount month of 15%, especially since it's business has not eroded, and is as string as ever with record growth.

Watchlist

2019-04-05 06:17 | Report Abuse

Added gkent at 1.12 march 2019

News & Blogs

2019-04-04 22:19 | Report Abuse

I'm not discriminating or insulting.I have been in conversation with choi for a some time now, and his replies and comments are very rude but in a weird way. I've already wondered why this was so. I normally don't get offended as much as I do with choivo. Even Stockraider after a while once you understand his modus operandi you know how he responds is very predictable.

Jonathan choi yi kit however I believe it's more akin to Asperger's, which is a high function form of autism. There is no harm in it and no insults given. Michael burry had the same thing.

We must merely tone down our response and how we reply to choivo in the future so we can in a way "speak" in a language that he can understand and be constructive about.

Once you understand why someone acts in a certain way, then it becomes easier to understand them and accept them.

News & Blogs

2019-04-04 22:03 | Report Abuse

Ah, I realized that may be the case. But that is actually very sad, because my experience with autistic children is the lack of rationalism ( they are usually very much governed by needs and wants) and are very emotional on their actions, although never by their expression.

This explains much. I should be more forgiving of the young child in the future.

Deepest apologies choi yi kit.

News & Blogs

2019-04-04 17:49 | Report Abuse

Some people need you to post your portfolio online before they will take you seriously.

Icon8888 is one such example.

He however would never post his own portfolio and his investing results publicly.

News & Blogs

2019-04-04 17:46 | Report Abuse

I deleted it as per icon8888 and i3value request.

I scared to be called throwing my weight around, idiot and stupid. So I'd rather just stay far away. I'm not planning to be a investor anyhow.

>>>>>>>
P/S I can't find Philip's comment as of why JAKS CFO sold his share