Millions of investors, one Warren Bufett.

In the academic world and in CFA education , they focus on diversification and the free lunches from diversification .

In the real world, we all try to be WB.

That is what it is, and advertisements with free air cons are still being practiced......must be because it works.

(on the top of this article, you can see Manipal medical university is offering scholarships for the foundation course. It is giving a discount to capture more students. Its tuition fee is Rm 345,000. It is like the advertisement for condominium aircon and fridge are free of charge: Koon Yew Yin)

I am totally with you, probability

When they are young and top top students, and the parents are from poor and middle class families, it is normal that all of them are brain washed into only wanting medicine, and nothing else.

Slaves to the system
Better are those above the system..and look down realistically.

Students from poor families who are quite good, with Five A and above but without the opportunities offered to the top top students are the ones needing our help.

Koon
Very good letter to all young top students and their parents. Die die all are set to study medicine just because of peer pressures, and think that is their destiny and entitlement just because they scored full A.
Your letter is a very good reminder to them about the realities and tell them not to be unrealistic.
For top top students, Sunway and others already provide plenty of full scholarships for non medical studies. Together with PTPTN loans, these people should have no problem with money and also have a bright future as long as they drop their unrealistic goals to be doctors.
CSR and charity should focus on the upwards mobilities of poor students , not necessarily the top top students, and you have done it the right way.
If those top students with their A are not flexible, I don't think they have what it takes to be successful.

Yes, I was wrong about Mudajaya.
This portfolio with two possible turnaround stories and 3 warrants and all focused around $ 1 shares, ...this is the kind of portfolio for winning competitions.
This is a very smart and very well designed portfolio to win the competition.

there is no law to say NTA will be the absolute minimum traded price.

margin of safety is derived from the charts.

margin of safety as the difference between market cap and NTA is a waste of time. ...too many holes.

thank you Garry. Profit a lot at cost 90 sen.

shaun, since you seem quite nice guy, I want to warn you about Engtex and pipes.
we all know pipes and steel is subject to dumping by China. also playing political contracts is not my game.
the theme for 2016, is not consumption but exports, exports, exports.

PE 44...but big money , smart money don't value stuffs by historical PE but by transparency of future growth and future PE. When the old resistance at 1.40 is decisively broken with big volume, it is not looking back already. Because Jtiasa has got great growth transparency judging from the timber profits, concessions, and age of crops.

I assume those who decisively take it from $1.3 to now know what they are doing....I think the El Nino instead of the catalyst for future price growth.....it is the El Nino and fear of drastic drop in yield that has kept the price down....somebody must have decided that it is not that bad and decided time for Jtiasa to go back to $2.50

imagine 20 billion contracts of piping replacement for nationwide, .....sure or not, Ah Jib bankrupt already. Look at Jaks, also dead for 4 months. Cannot be if true.

I will look into Eng Tex. tks.

shares like Keinhin, I will keep it for a long long time, unless some thing drastic happens.

weng....any pure timber stock?

also...name a few companies in Malaysia owned by Taiwanese and Singapore families.

also...name which companies invested in Vietnam...thank you if you can help. wants to find out.

new here...I made a lot from Keinhin recently from recommendation by someone. I am looking for my next Keinhin.

my cost in Jtiasa is only $1.3

that is not relevant

<You should ask richest i3 forumers KYY. He bought this counter before but not now. You think he can become rich if keep making wrong move?>

thanks weng, I really appreciate.

but what you say is not reflected in oil palm futures. Futures prices are still near recent lows.
Timber futures different. Lumber prices in US$ are doing very well.

El Nino...El Nino causes haze and dry spell in South East Asia...no water , no sun, I thought the yield will be low and prices high. But price not high. ..what? India and China not eating cooking oil? funny

El Nino causes floods in the Americas...still soya prices are still down there. They just follow all commodities down..

even with all these doubts, I still put my money in Jtiasa and Taan and follow my instincts.

calvin...why you keep talking about El Nino...

Ms Nino only affect other people plantations not our plantations?

calvin

I have looked at oil palm charts and lumber charts.
If people are buying Taan and Jtiasa it is for their timber play 2016, not oil palm play. Soya, oil palm, crude oil are all down there. There is no catalyst for oil palm stocks.
,
but why people suddenly buy Jtiasa on first day of 2016?
I think these are asset allocators, somehow, they didn't want them reflected in 2015 but want them for 2016..

what ever the case, recent buyers are big boys and stock is undergoing profit taking...I think it will hold at this level and reach $ 2.5 some times this year.

with the forex earnings from timber, and timber at multi year high in US$, the earnings surprise is on the up side....

it is a timber play...

the oil palm part not so transparent. With the recent haze, who can tell me how much they harvested? and how much is production affected by haze? can the trees give good yield when no sun?

I have no idea, I can only follow where there is big money.

defensive as in similar to FDs

PE 44 is a small hurdle when profits are announced.
its timber prices.
timber is one of the few commodities whose price is up....must be the floodings and the Ninos.

I will park my money in Jtiasa and Taan.

I am just a guci rat.
I am sure Dr Yeoh is bigger than me.

Export stocks, now what?

The world is crashing.
so, run away or stick around?

There is a quote in Yahoo news I wish to share with you :

quote: It takes an iron stomach to buy stocks when markets are falling, of course, but it’s easier to take a look around, assess whether your local economy seems imperiled, and if it’s not, relax. Markets don't always reflect real economic performance, but they do experiment with rationality now and then. unquote


Tell you what.

All export counters had a good run based on earnings growth of Sept Q. A look at the US$ to ringgit chart will tell you that Sept Q only got one month above 4 ringgit, however, the December quarter got all 3 months above 4 ringgit.

You see, revenue in ringgit terms is based on the average of the 3 month sales. With a full 3 months of of ringgit above 4, the earnings of December ending quarter of the exporters is going to explode upwards compared to the Sept ending quarter .

The next quarter results ending Dec is going to put the Sept ending earnings to shame.

You want to miss the fun just because of world news ?

so, run away or stick around?

big winners make big decisions.

aim to win big....you should want to be a big winner, not an ikan bilis winner

don't do hit and run. People who do hit and run will get run over

I want to end this message by saying......

Final results are based on strategy and stock picking skills.
First, most people really got no strategy one.
Secondly, on stock pickings, and buying and selling decisions,
the losers says Yes too often.
the winners rarely says Yes


.....one last comment.

yes, China got big problems. But don't sell shares because China market crash..............China market has always been funny market, cartoon market. Just look at the red chips in Malaysia to understand China market.

fairly valued.

Will not make market go crazy like Comintel......hahaha

even Ah Kow also can raise $33 million la....no need Dr Yeoh, the magician.

yes,write write.............

and I thought they wanted to issue 300 million shares at 25 sen?
or even 200 million shares at 25 sen?


but they managed only $33 million even at 10% discount.

even at 25 sen, they raised only $ 33 million only. Shameful.

I can tell you even analysts do not know accounting and simply tarok.

why? Everyone who plays stock market know accounting one meh?

market up or down and for how long, how would I know? for that, your need your own crytal ball.

But I can tell you here some thing about accounting and earnings reporting that some of you may not have a firm understanding as I am a CPA.

and I can tell you this.....


Final results are based on strategy and stock picking skills.
First, most people really got no strategy one.
Secondly, on stock pickings, and buying and selling decisions,
the losers says Yes too often.
the winners rarely says Yes


<Haha Desa, u belum kena belum tau. Know accounting doesn't mean u would excel in share market. Dah masuk market?>

Transaction gains go straight to the P/L.
Translation gains ( based on the period ending dates) go into Comprehensive income and Reserves.

It is the transactions gains that are important to share prices, not the exchange rate at the period ending date.

actually I want to put it in the blog section, not in this section but I don't know how

Anyone can help me?

The world is crashing.
so, run away or stick around?

Tell you what.

All export counters had a good run based on earnings growth of Sept Q. A look at the US$ to ringgit chart will tell you that Sept Q only got one month above 4 ringgit, however, the December quarter got all 3 months above 4 ringgit.

You see, revenue in ringgit terms is based on the average of the 3 month sales. With a full 3 months of of ringgit above 4, the earnings of December ending quarter of the exporters is going to explode upwards compared to the Sept ending quarter .

The next quarter results ending Dec is going to put the Sept ending earnings to shame.

You want to miss the fun just because of world news ?

so, run away or stick around?

big winners make big decisions.

aim to win big....you should want to be a big winner, not an ikan bilis winner

don't do hit and run. People who do hit and run will get run over

I want to end this message by saying......

Final results are based on strategy and stock picking skills.
First, most people really got no strategy one.
Secondly, on stock pickings, and buying and selling decisions,
the losers says Yes too often.
the winners rarely says Yes

Uncle Koon's Obsession... He has the track record and the skill set to handle it.

Now, every small time investor also want to be Uncle Goon ....the rage is on, it has even spread to the investment community in the analysts community. Nobody wants to miss the game.

When the market turns , everybody don't know what to do The analysts community just write reports, it is not their money. And they don't have the skill set to handle it.

To cut a long story short, there is no single rule...if there is it would be quickly arbitraged away and next time, somebody will invent another magic formula for short cuts. hahahaha

Tau

How fast they work on you?

The government organised foundation for our youths is not a solution.
First, you learn nothing in that year. Second, for the yellow skins, very few of them gets the proper university courses after that.

Any proper solution has to cut the government out of the equation.

correction...Tien Wah play includes redevelopment of its PJ land.

check the intra day charts, it bottomed at 11.00....my Genting at 11.01

Let the Tau be with you.
Genting got Tau.
You got Tau.?

because of you, I just bought some Genting.

they want to buy Genting, halal or not?

They just call back and say no money woh.

all priced in.....good call.
at this price, Hartalega is much much better.

that's why it is called stock picking skills, not just good stocks.
of course if you got great marketing departments like i3, it helps.


<Posted by i4investor > Jan 7, 2016 10:42 AM | Report Abuse

timing is the key to success...good stock wrong timing also cannot up>

Its called conviction when right and win big
also called stubborn when wrong and lose big

Final results are based on strategy and stock picking skills.
First, most people really got no strategy one.
Secondly, on stock pickings, and buying and selling decisions,
the losers says Yes too often.
the winners rarely says Yes

Tien wah is one of 4 top picks by RHB for 2016....based entirely on enormous latest results.
It looks like KYY strategy is very infectious and now everyone in Malaysia is playing the same game....
One day, this kind of game will end but before it ends, no one wants to miss the party.

Charity and CSR can take many forms, advanced countries got more innovative ideas

<English is very difficult language and grammar need to be taught since elementary school
Why not funding for primary school English class>