whether a good call or a bad call is very subjective. even fund managers defers in their calls. likewise do not pick (choose) your stocks on hearsay. do your own homework and stock analysis.

trading is not easy you need to open up your eyes (ears) to the ever changing market conditions. nothing is static. but the most important factor is your own timing and your very own risk tolerance

try to ( i repeat)cut your losses but let your profit runs. it's not easy but at least be aware.

everyone is entitled to his or her opinion. one person makes money = another one lose money. this is call free enterprise. but we need to differentiate between logical and wild calls?

market is taking the clue from overseas. klci under perform compared to other asian markets. need to monitor (in case) snap elections

telcos earnings is stable plus all the new smart phones users.most funds managers still positive on telcos. incremental earnings from voice calls plus higher income from data (non voice) segment. this is my personal view. good for long term core holdings.

there is something we can control and there are other things beyond our control. the political divide is something which we need to live with it. times have changed ( for good or bad ) depending which side you are on.

whether BN or PR wins. the people in power needs to ensure the people needs are taken care. the waiting game for GE13 is killing the market.


nobody can predict the future. but coming 2013 will be a tough year for everybody. wish everybody good luck and trade (vote) carefully.

You recognised a person contribution NOT from the money you make from him. A great men (lady) is one who cares to give back to society (or the less fortunate)without any publicity or recognition.

You dont need to know his name but you recognised his(her) deeds. this is what we call humility. there are plenty of rich people but not many are willing to give back to society.

it's take a special character to walk away from power and lives a simple life.

a very humble guy. you don't need to be a tan sri or datuk to do good. a simple man.

EPF must have solid reasons to bar Public Mutual. comparing EPF rates with their funds return is normal publicity. unit trusts distributors relies 80% sales from EPF withdrawals. can anybody enlighten? reasons for EPF action

need to know any specific reasons for the (EPF)suspension. is it compliance or any other reasons

this is interesting. what about public gold (another trading company) not related to public bank bhd. seen a recent magazine write up (front page)on their cover?

to much paper money being printed. we have QE1, QE2, QE3 (now) the flat currency minted by the central banks is staggering

i am more concerned on the impact (if FDI) pulls out from Malaysia. The damage ? your guess

no risk -no gain but try to reduce the risk. never fight against market trend

CPO prices is down because of slow sales and high stock inventories. stock is projected to hit 2.30 Million tons end September and possible 3.0 Million tons next year

research analysis is an art like face reading. sometimes you are right, sometimes totally out. trust your own self. it's your money to invest

just buy scomi. upset potential is higher

the validity period for the additional export quota is between 2-3 months. If the approval letter is dated at end July. the companies need to ship out the CPO on or before end-October

estimated cash pie - around 5.0- 6.0 billion under genting group

everything is on hold pending GE13. i guess the Minister(s) will not be the same

as a Dividend play- big disappointment

KLCI index is supported by local funds (eg EPF, PNB, Tabung Haji, LTAT )
when Foreign funds sell somebody need to support the market.

don't take the research house words for granted. they will revised the prices as and when required. market up - revised up. market down- revised down. they only cater to selected clients with their in house reports (but not to the general public) trust your own judgement. it's your own money

Boustead is the holding company. whereas BHIC is the ship building arm . BHIC will benefit from naval ship contracts. priority is given to local co's. BHIC is headed by ex-navy chief

x-dividend date is fixed (i.e. 05/09/2012). you cannot buy on x-d and register for the entitlement

we cannot guess what the market direction but we try to anticipate & react to the changes. KLCI is hit by the FD selling and GE13 (?)
anxiety (worries) on the outcome.

better stay out till a clearer picture emerge. this is my personal assessment

Hua Yang is a good counter but-but company lack branding. strong in Penang area. pays good dividend. sales targeted at middle income class(afforable) housing

Hap Seng is a good company but NOT necessary a good counter. U need to hold it ( eg 6-8 months minimum)

House prices is so expensive. it takes 30-40 years for loan repayment. only my children can enjoyed the fruits of my labour.
this is a DOG life

building malls is an additional recurrent income

genting is a good defensive counter. re-rating by funds manager might push the counter higher? need to be cautious (long holidays break ahead)

George Kent is looking at sub-contracting out 80% of the ampang LRT project. All the local big boys Gamuda/ IJM are not too keen for the sub contract works with george kent. the smaller outfits like WCT / AZRB may be link to the civil part of the LRT extensions. just a guess ?

felda settlers only gets $5,000+5,000+5,000= $ 15,000 plus 890 FGV shares. this is their share of FGVH listing proceeds for the 200,000 settlers.

before GE13. government will do their outmost to keep FGV prices up. the recent quota adjustment . additional 2million tons tax free export permit for selected companies ( FGVH included) is to bring down the CPO end month stock inventories.

with the US mid west drought. corn & soybean plantings are severely affected. the spread bewteen soy oil has widen to USD 200-220 per ton from USD 150-160 in june.

it's matter of time demand will be shift back to palm oil. nonetheless, this is my personal assessment

sideways market neither here or there. investors tired of GE13 waiting game. need something to kick start. if not stay out. no need to trade every day.

technology is moving very fast. JCY is mainly centred on HDD. players are migrating to SDD. There is always a market for HDD but look at NOKIA. 4-5 years NOKIA was was the market leader. now its SAMSUNG followed by Apple

credit cards is the meat for the bank financing. BNM is closing their eyes on credit cards interest rates. it's day and night legalised robbery by the banks fixing rates at between 15% -18% p.a.(excluding whatever charges they can debit to your account)

to be fair. the construction sector has been under performing (due to lack of major projects for the past 2-3 years) compared to the price up ticks enjoyed by the banks,plantations and other GLIC heavy weights.

hopefully, with the upcoming GE13 elections more projects will filter thru the pipelines. we need to be patient but optimistic about the construction sector outlook.

asian market & local KLSE closed lower partly influenced by the never ending SPAIN debt saga.

GE13 is coming ? rumours are plenty but nobody can confirm the dates. the market is getting tired & lethargic. maybe the BN will push the market for Raya? Nobody knows. the private retirement scheme will be launch on September

DJ is still waiting for QE3 from Mr Ben (Fed Reserve). US Elections is in November. Obama is making sure any QE3 will filter thru for his re-elections.

be realistic. the first level to break is at $2.80. then we can talk about holiday destination. meanwhile get your bags ready

basically profit taking. the market cannot move (upwards) in a straight line. we need to take into account T+4 duration ( ie.previously at 2.44-2.50 price range)

our investment outlook should not confine to contra play. we need to have a broader horizon if we think the counter has potential to give us better return. this is my own viewpoint.

NYSE or overseas is more intune with program buying & selling. their market capitalisation is huge. the software will assist their traders to arbitrage(betting) between different markets.

look at baring bros, lehman bros. this are big investment banks but floundered because ill conceived hedging. the earthquake at Japan kills the nikkei and Baring bros together (throwing all programs out of the windows).

lehman bros died because of subprime underwriting in the US ( plus fed reserve refused to step in). this are things the program have never anticipated.

trade big can also lose big. look at LIBOR even HSBC are part of the groupings rigging the inter bank rates. maybe the movie WALLSTREET is not a fiction.

market trading relies a bit of luck plus alot of hard work. you dont invest with your eyes closed hoping for a windfall. you need to open your eyes and ears WIDE.

look at market trends and external factors. unless you have deep pockets like warren buffett or PNB. dont ever average your losing stocks. your investment risk and holding powers (period)is equally important.

the best investment tools cannot help you if you are the panicky or act or impluse. it's safer to invest in mutual funds (long term) rather than play the market. this is my personal opinion. no offence to anybody

GST is something not everybody will welcome with open arms. GST rates normally inch higher and the base broaden (ie. each time the Government try to widen their receipts)

sale of petrol, foodstuff , cinema tickets, medical, transportation all will be affected. the rates can inched up from 6% to 12%. think carefully before we support such a move. this is my personal opinion.

WCT has a trading buy at 3.20 ( given a slew of projects awarded) nonetheless, t2.80 is the immediate price target. happy trading

EPF (treasury) trades KLSE stock on a a daily basis. they have different portfolios. one for long term capital gains and another for dividend plays. trading forms part of their equity structure. they will lock in or rebalanced their portfolios as and when they required.

it's good to have a working knowledge (on the topic) instead of relaying 100% (trusting) on the trainers. the banks or investment house talk (FOC) is a good source of information. if it's too good to believe than be wary (cautious) on the program and training

property counters maybe rich in assets but prices do not reflect their net worth (value). we call it value traps ?

everyone thinks he or she can outsmart the market. nonetheless, timing and the entry level is equally important. there's NO such thing a sure winner. your holding power and your expectations plays a part too. some stocks are dividend play , some are short term, some are pure speculative. everything depends on your individual risk tolerance.