I'm trying out a new experiment here. If I talk enough BS, scold anyone who disagrees with me. Keep posting articles and comments every day to build up volume in i3, will there be a net effect of share price increase of the stock?

The stock is small enough that creating enough noise and volume might actually a big volatility in the price of the stock.

Stay tuned to my experiment in pphb. It's interesting enough that I think it's worthwhile to invest the next dividend 4Q from ppb in this stock.

Conviction!

Brilliant article icon888 I like the analysis. May I ask a small question, I have trouble adding a label of the stock to my blog. May I learn from you how to do it?

Sorry, got carried away there for a bit in my euphoria for the future prospects of this undervalued stock.

This is a 200 million company selling for 92 million!! Just need to be patience, like raider says.... CANTEEEEEEK!

Please comment and discuss more on PPHB forum so we can drive more interest! Hopefully kyy will see this page and help us buy it out and change government! TUKAR! BERSIH!

Once change government, reduce director fee to free, introduce dividend payment of 50% payout, then PPHB share price sure go to the moon!

PPHB CANTEEEEEEK!

May those who doubt PPHB have their ding dongs fall off!

Those who invest in PPHB are my brother's! Those who don't are forever losers who don't understand margin of safety!!!!!

PPHB CANTEEEEEEK!!!!

Hi all, raiderphilip have a plan. If everybody work together and we sapu 51% of outstanding stocks in pphb, we can all attend the next agm and scold the directors of the company for taking 7 million is director fees when the company only produce 15 million in profits.

This is an outrage! Please someone share this article to more friends so we can bersih the horrible management into giving us that 0.01 dividend! ( 2 million only)
I think 2 million in dividend is fair!

Don't you think so?

Please read more to learn for your safe investment in stocks. Patience will come to those who wait, and wait, and wait.

https://klse.i3investor.com/blogs/philip5/191626.jsp

Definitely not easy, because all the low quality stocks are depressed for a reason. In this stock case, the 2 main reason why this stock is depressed is because of director remunerations and the business it is in.

However, isn't it easier to fix those problems to get a good money making profitable business running than to find businesses losing money and hoping for a turnaround?

The business itself is sound, simple and scalable, and probably idiot proof.

Right now idiots are running it, but time will tell what the future will bring.

Buying these kinds of business is far better than taking a stab in companies like sumatec and bumi armada.

Those I put in my too hard pile.

Haha agreed, but I have a plan. The biggest problem now with PPHB is that the directors fees is too high! in 2017 their fees were 6.9 million, while company declare profit of 15 million. So not enough money for dividend,

If everyone follow my wife to sailang into PPHB buy out the 51% (very doable, only need 50 million to sapu them out), we can give our new directors the 6.9 million yearly instead! Kick out the bloody management!

Haha! Please everyone sell your shares cheaply so I can enact my master plan to turn PPHB into a profitable long term money making machine!

My offer still stands, if company market cap drops to 60 million, I will sapu whole company and eat everybody up!

7 million a year in fees sounds so good.

*notice how I dont buy companies with poor management. Management is a key component of how well a company can perform long term.

insas 0.75
pphb 0.49
mnrb 1.07
ql 6.86
topglov 4.92
yinson 4.11
pbb 24.78
STNE 23.09

Just posting up here 28 jan prices of all the overvalued/undervalued/bad/good stocks that I am currently monitoring so I can pull out for easy analysis next year.

Probability! Haha I am glad you see the humour.

But in all honesty, I'm sure my pump and dump stock will work out much better than all the stocks Calvin tan is promoting like binapuri, bjcorp, talam etc.

Why? I know what I am looking for, and I have insider information.

Good luck in 2019!

Jeff bezos started Amazon in 1994, and today in 2018 he still holds 78 million Amazon shares. I think he is still the biggest shareholder in Amazon if I'm not mistaken.

Bill gates only gave out his shares to the Melinda gates trust for charity purposes.

Warren buffet still has many shares in brk today.

Personally I think it's better to find a wonderful stock and ride it to the moon then buying thousands of average stocks, simply because it's easier to train the mind to look for wonderful stocks selling at fair prices, than to analyze hundreds of stocks carefully.

Lazycat, please don't take it the wrong way, but looking at your chosen stocks I have a feeling you have been playing stock market for less than 5 years. I have lost money for 5 years, invested in stock market for more than 18 years.

Our timeline horizons are very much different, goals are different, risks horizon is different.

It would be hard for me to go back to doing 3 jobs to pay for my stock market addiction. Haha.

I'm sure you have your way, and looking at me for confirmation bias may be the wrong place to look for answers.

Good luck in 2019!

Dear lazycat,
for sumatech share price went from 0.01 cent to 0.02 cent on 7th january. Horrible company, but you get what I mean.

I never bought padini after change of fast fashion methods which padnin cant cope well with.

For topglove if you look at 2 month period sure its a bad investment. after 2 years it looks nicer. And if you invested in it like me in 2009 until now, I can just use the dividend to top up stocks, long term no one will crazy enough to bet against topglove.

It all depends on how you look at the market.

Topglove is 19% of world market of gloves production. drop 5-10% you know it will do well long term. New competitors hard to break in

The others malaysia tech stocks, I dont know if it will do well long term.

History has shown it cant sustain. Look at 2005 penang and what happened to semicon industry in bursa. How many stocks died.

Anyway, my circle of competency is very limited in things I dont care about.

I am sure qqq will do well in his investment in vitrox as long as he knows when to get out.

I am sure you will do well in you investments as long as you know when to get out.

I am particularly bad at knowing when to get out, thats why I still hold ql, topglove, pbb, yinson until today, still buying every quarter since 2009.

Maybe if I can learn how to time my investments I will do better in life.

qqq, I'm sure you know your business well. But is vitrox better than market leader? In terms of quality of product?:

https://www.keyence.com/
https://www.teradyne.com/

https://globenewswire.com/news-release/2018/10/31/1640278/0/en/Teradyne-Named-Best-Automatic-Test-Equipment-Supplier-for-2018-by-Dialog-Semiconductor.html

They have 4800 staff and spend more on R&D than the entire revenue of vitrox combined.

Do you know why vitrox product is selected for use for customers? Its because it is cheap. It is cheap not because it is high quality or unique. It is cheap because currently the company does not pay income tax, so it can be 30% cheaper than the competitors. But sooner or later once it starts paying 24% incoming tax, the fun stops.

Unless the founders can find a way to do something better than big sharks like teradyne and keyence.

I hope they do.

lazycat, that is a very dangerous way of thinking. If you use that same train of thought, you could have bought sumatec at 0.010 per share on january 3&4, then sit on 100% profit 3 days later.

That sounds wonderful until you realize you are not investing, that is speculation and gambling.

You do not invest on random numbers on a chart. You make money based on a the consistency and quality of the chart.

speakup how is uncle and aunties trapped?

If you held 7 share in this stock, today you would get 12 shares instead. and as the shares now are worth 50 cents each, you would have RM6 worth of shares.

You still had the same value, as you share price in july was 0.91 was RM6.31 for 7 shares.

You basically didn't lose or earn much in the short term of 1 year.

in 2017, you have 177 milion revenue with 15 million profit for share price 6.31

But today, at your share price of RM6, you are already looking at 2018 revenue of 188 million and 18 million profit.

Growing profit and revenues are a recipe of success.

vitrox, gtronic, inari, penta, elsoft all have exposure to smartphone market slowdown (or did you think there would never be a terminal growth for tech industry?), skpress already have reduced orders from dyson and others and have increasing labour costs in the future (their biggest costs).
dufu does HDD which will dissapear when market comes out with the most efficient latest method of storing data (which will be sooner rather than later).5-10 years from now I doubt we would still be using HDD, instead of the new technology.

What is your timeline? If you mean in 1 year, I have totally no idea which stock will do well. If you mean in the next 5-10 years? I think all those stocks will not do well long term.

Ask yourself this question, how often did you upgrade your phones back in the days of iphone 1 and 2? How big is the improvement iteration today of smartphones? Are you waiting longer between cycles to change your phone because the improvements were miniscule? If you used to replace your phones every year how about now? 2 years change one time? 2.5 years upgrade to new phones? How many competitors in choosing the selection of phones? Do you think the margins enjoyed before by above companies will be able to repeat itself 3-5 years from now? I think the answer is definitely: NO.

Personally, I think you will be better off keeping your money in FD rather than invest in those companies. They run a very real risk of share price crash if the growth of stocks does not jive with earnings and revenue increase. And as sure as day, there will be a time when they will miss earnings forecasts. IF apple, samsung, xiaomi, huawei all experience slowdowns, you think those 7 stocks will keep hitting milestones?

Before I used to upgrade my phones because speed, features, quality and price was reasonable and improvements necessary.

These days I only upgrade my phones, when it breaks down. Even then I have already switched from Apple to the new XIAOMI POCOPHONE. 1399 with the speed and specs of samsung note.

Who needs the little pen tool anyway?

haha very true, we need some conviction right? But if I become substantial shareholder in this company everyone will know who I am. My style is simple, if I buy or sell any stocks, I don't feel the need to let people know I am buying or selling. STNE was very different I feel because i3 investors wont invest in foreign stocks.

No point in being a KYY buy then promote.

Investing is a competition against yourself, if you are making money then good. If you try to tell people to invest in something there is always an ulterior motive. What I am trying to promote is a way of thinking for yourself and choosing stocks for yourself, not to always follow and invest based on some sifu information.

FYI I am not buying this stock for my core investment ideas. It is merely a recommendation of safe growing stocks to look for in bursa that will not burn you or hurt you in the long run. My brother in law works here. It is not for everyone, buying safe boring stocks. It may also be the target of syndicates to pump and dump after looking at interested volume. In either case, practice good judgement and safe buying activities.Buy after quarterly earnings reports and management activities. And above all,

NEVER DO STUPID THINGS TO LOSE YOUR HARD EARNED MONEY.

So, who say I don't know how to look at margin of safety leh? I know mah, why say I only know how to buy PE50 stocks? I use business sense mah. If got business sense of course use S=Q.r! buy good management in good markets to make monies, not buy good management in bad markets mah.

But having said that, even bad markets can buy if they give you free money right? Like Jon choivo like to say, if want to subscribe or give me money give you free ang pao lo.

This stock may stay depressed, it may go up, but it will never hurt you.

Thats what basic businesses do.

Try buying MYEG and SUMATEC? 1 year happy happy next year jump off the building.

I remember reading this before and thought trade view was a very smart fund manager.

Totally up 2x after comment by choivo capital. Basic brains but not enough business sense. But if you tell him he still won't know:

>>>>>

You guys insane ah.

"This brings me to the next point, investing in QL is a also a valuation play. How so? Traditionally, QL has been valued as a poultry, surimi and feed company. Now with their convenience store business, their valuation will alter. This would be especially true if they can win market share from 7-11 or MyNews. If you look at both companies' valuation, you will be amaze with the premium attached to both companies. SEM (7-11 Malaysia) is trading at 43x trailing PER and MyNews is trading at 40x trailing PER. QL is only trading at 34x PER with an expanding convenience store business arm. Hence, to us, QL is a very solid mid to long term valuation play."

What kind of stupid statement is this? Value play? Siao ah.

Like that everyone go change business to car hailing company better? Those companies burn 2-4 billion a year but valued at 60 Billion.

In this case, if you make profit, your valuation mai hit infinity liao?
23/4/2018

This is Jon choivo

Yeah, I read about their expansion into Philippines and Indonesia and increasing revenues from personal motor financing.

If it does well, things will definitely change.

But until then, will have to wait if the raising of money and cost of capital can bring in the beef.

Clock is ticking.

I realize Ricky is the one who loves to argue for the sake of arguing.
Problem is in investing there is no point in arguing, whether your theories are right it wrong can always be explained away in a biased frame.

It's like looking at the Forex chart,
Daily chart looks like it's losing money.
Weekly chart looks like it's uptrend.
Monthly chart looks like it's downtrend.
But yearly chart looks like it's making tons of money.

There is no wrong or right if you are arguing just based on theories.

But if you have skin in the game just draw the line in the sand, tell everyone what you bought and what price you bought it at. If you make money then you have the right to say whatever you want.

If you lose money be brave enough to admit it.

If you don't have any skin in the game, why spread so much info and theories and arguing? Just agree to disagree, like icon888.

At the very least be like Stockraider wth a price a buy all and a reason for shorting out investing.

Theories without conviction are a waste of time.

Stockraider please stop polluting my blog and other readers with you force spam. If you want to spam please start your own blog and talk ask the nonsense you want.

You have already been proven to be a average investor with limited foresight and low quality analysis.

Please don't waste everyones time here, loh!

Hi klci, I read seeking alpha, I have a subscription to FT and Bloomberg. I also read bursa i3 often for ideas. I also read books from the usual suspects, a book I'm going through right now is market with. Hope that helps.

Please investors of sumatec, wake up!

This bastard tan Sri halim saad used to helm renong.

The Games and promises he made with renong put me in hell for more than 10 years to dig out.

For you to continue investing in sumatec is just the height of stupidity.

Please, for your own mental health wake up and smell the roses.

So many stocks to invest in ursa why trust a incompetent liar and bastard like him?

I don't really like high capex businesses like hospitals where the key ingredient specialist doctors are in short supply. That's like the the jet fuel of private hospitals.

I don't know about you, but the only reason why I go to private hospitals other than because general hospitals are badly maintained death houses is because I have my private doctors and recommendation by close friends.

Note how we never choose private hospitals because of the brand name, we choose it because of the reputation of the doctors in the hospitals.

That basically means you have to spend a lot of money to grow a little bit, no pricing power, no ability to grow the business consistently. Not enough specialist doctors.

I don't like buying any big hospitals or clinics. If you look at the growth of similar comps like KPJ and TMCLIFE, you will notice that most of them are overvalued dinosaurs with high pe (KPJ is lowest of the group) where investors buy because they thought that because private hospitals charge so high they make a lot of money.

They don't.

I wouldn't touch ihh. They have been making mistake after mistake and utilizing shareholder equity in horrible ways. The management is horrible

Dear SSLee,

Great that you liked it! It gives old men like me some form of security that I can compete with the young smart ciku in the realm of investing. Success has nothing to do with age, and everything to do with trying out everything, learning, reading and updating oneself until the day opportunity comes, then strike!

>>>>
Dear Mr. Philip,
Thank you for the below link:
https://ideas.ted.com/what-can-we-learn-from-people-who-succeed-later-...
r: “Random idea”
Q: “Ability to turn an idea into a discovery/useful product.”
S = Qr
Hence success is the product of an idea “r” meets with “Q” the ability of turning idea into a great discovery/great product/great business
Or in common saying success occurs when preparation meets opportunity.
Totally agree with you.

I have stopped listening to stockraider ever since I realized he is a broken record. Just because I put a TP of 12 does not mean I have to act on it. I am fine with my full capital allocated right now in the 5 stocks I own.

All I am is agreeing with Icon888 and looking at the growth factors inherent in hengyuan to achieve above average return.

However I am not looking for above average return. I am spending the balance of my life perfecting my chosen craft in businesss valuation and I am looking for outperformance, instead of above average return.

You by your own admission am not looking for outperformance in INSAS and merely a rerating of your fundamental valuation of INSAS. It probably will work out as you seem confident about it. You can go about looking for your above average return.

I wont live forever, I prefer to make the best use of what time I have in finding and choosing the best stock, then act. I enjoy finding a good company grow into a great one, and be proud of being the shareholder who kept the faith.

Youung ciku like you will never understand. I'll stop wasting my time replying trolls like you from now on.

DEar SSlee,

for your kind reading:
https://ideas.ted.com/what-can-we-learn-from-people-who-succeed-later-in-life/

This gives old people like me much hope!

Haha my apologies fortune bull.

I could have told you the answer at the beginning, but it would be too boring.

The secret to handling stress in a stressful environment is simple: just avoid it.

And if you are not stressed out, there would be no need to scream at people.

I hope you have a great weekend!

Thanks, and very well noted. I don't think you need to clear up your name, your analysis was spot on on hengyuan after the tradewinds changed.

I just didn't agree on getting on the boat if raider is the promoter.

In fact, I refuse to get on any boat that raider is promoting. The day he promotes QL is the day I sell and jump ship.

Although in all honesty, now would be the best time to invest in Hengyuan, after crude oil price crater again, and the fixing upper is almost done.

But again, market irrationality strikes.

Lets say you lost your pants to hengyuan before in 2018.

Would you "invest" this time in hengyuan?

Know your reasons why. Dont buy a stock just because Raider or KYY promoted it.

Dear probability,

sure if you put it that way. But if you see a rocket ship going up that fast are you telling me you would have not bought more after quarterly reports? And would you have invested in it in the first place at RM3 after shell sold 51% of the business to china company below RM1.8 per share?

The hardest thing in investing to do is sometimes simply to just do nothing.

Sadly, I also read through some of the irrationality and anger you put in when you were a shareholder in HY as well probability.

Luckily you learned and understood.

The other "investors"? They lost all their investments on margin calls and dissapeared from the forum forever.

I hope more new investors start learning that investing is more about watching paint dry than it is to drive a sportscar.

And its important to note there that everyone see PE and earnings as an OVERRIDING reason to buy a stock or its undervaluence.

No such thing. You need to understand a business first and foremost. Where it started. And where it is going. Then you make a play.

The objective is to not lose money. If you don't understand compounding of profits then it might be better not to do investments in stock market.

The problem is, people who buy too many stocks without thoroughly understanding the business that they are in intimately, tend to become too irrational and try to make numbers suit the story that they have built in their heads, instead of the other way around.

With all respect for an elder, KYY is one such example. He had a great system, but thought that he was better than his system, and invested in multiple companies at bigger margin multiples than was his circle of competency, in terms of financially as well as business sense.

In the end he wiped out years of smartly built capital gain in one jaks.

But as I believe he has a great Q x R ratio. He will definitely be back and more focused than ever.

I know, I've been there.

I'm predicting RM12 in 5 years for Hengyuan, on the back of their chinaman style of doing upgrading works at cheaper prices than western companies. I'm also predicting it based on low prices of crude oil in hengyuan, and hopefully a delay in competitiveness of RAPID.

But would I buy this company? Definitely not.

After reading this I will be changing my name to John Fenn!

https://ideas.ted.com/what-can-we-learn-from-people-who-succeed-later-in-life/

I loved reading this article. This was basically the sum of my life. Keep failing in stock investments and techincal analysis and value investing buys. Doing stupid things over and over. Almost giving up.

Operating word being ALMOST.

In the end, I attribute more to the fact that I never stopped reading and learning and keep trying to invest in the stock market that I finally have the success today.

Most new investors come into the forum, start posting up their value and strategies and technical indicators, then when things go wrong they quickly give up and move on to something else.

I just stuck with it.

He thinks investing in just simple numbers gain without think about the business sense of how a REIT really makes money. Fixed deposit is worth holding because the rates and benefits are fixed. For REITs they entice you with high dividends then rights issue your ass to the wall. Do you think your earning 10-15% returns, eh? See what happens long term.

Once you catch on to business sense it's addictive, no?

Aiyah 3iii I was just about to do another follow up post about this to show how shallow stockraider idea of investing is when you posted it. Now I can't even look smart anymore:

3iii>>>

How good are the returns from REITS?

Here is a nice table depicting the returns from 22 Singapore REITS. This table was posted in this blog:
http://cgmalaysia.blogspot.com/2011/11/reit-myth-busted.html



18 of these REITS were launched before 2009, 1 in 2010 and 3 in 2011.

How would you even know that when the result of quarterly report not even out?

Stockraider got crystal ball is it? If got crystal ball how come 2010 never join me sailang topglov and keep buy until today?

Your crystal ball rosak la. If you couldn't predict performance of insas Vs topglov 10 years ago what makes you so sure you know exactly how they will play out 1 year from now?

No one can predict.

Not even me. That's why I keep buying for 40 quarters straight after every quarterly report good results.

Now if only stockraider can predict for me his crystal ball when my plane will arrive.

Btw, I visited dynaquest before long long ago when they were releasing the spg. I bought the first edition at mph. I've even met the analyst team before. I know their analysis is not always right.

Wrong. I am comparing between 2 companies that generate 10% dividend yield and 1% dividend yield.

Then I add in backstory so you can have some business sense.

After I explain then it is clear to see.

Those who know, they know lo. Good for you.

But my article is not meant for people like you.

How am I misleading? It is a given fact that REIT company's are being sold today to uneducated investors by spouting high dividend yields of 10% even today.

I am only being fair and not causing another ruckus by not comparing QL Vs INSAS dividend yields.

As some investors seem to have a mindset that high dividend paying companies are better than low dividend paying companies.

And they keep comparing that Nestlé and QL is a bad investment because it pays a low dividend.

Those who never buy good stock before always think it is overvalued. When pe was 27 you say nestle overvalued, when pe 53 you again say overvalued.

But ask you again, the double story house you buy last time in Damansara when it was 300k now worth 2.7m do you say it is overvalued?

Do you suddenly go and sell it? Of course not, because where to find double story in Damansara for 300k anymore??

Funny how outlooks for pieces of paper and property assets are suddenly so different when comparing real world.

You want to go auction and wait for cheap house to sell by bank valuer be my guest. After you buy then you realize why it is at auction, and what a crap deal you got. The only houses left you can find for 300k is due for demolition.