My view :

Plantation - CPO price increased but the prod output reduced.. if the CPO price can maintain, and prod output improve in 2017, plantation counters can have a good run. Need to monitor the CPO price and monthly prod output, and play by ear.

O&G - Even if the prod cut can be complied by OPEC countries, the biggest threat is still shale oil producer. The high oil price era is over. I am not bullish on this segment.

Construction - Year 2017 is the year for construction companies to realise the profit from high job order secured in 2016. Thus, the execution is the key. The company must not be dragged down by cost overrun, delay in progress and so forth. I believe the construction company with good execution track record can do well in 2017.

Export stocks - This segment is a bit tricky. It suppose to do very well in current strong USD environment but it is not so. I believe that is because people has learned a lesson from the fall of export stocks in 1H 2016 when RM strengthened, as well as worry about Trump's protectionist policy. I believe we should still select good fundamental export stocks that do not rely solely on strong USD to include in our portfolio.

GLC counters - This segment is only good for speculator in view of coming GE. If a person is speculator, and he thinks he can get the buy/sell timing right during this potential GE year, he can go ahead. But for value investor, I would stay away from GLC because most of them (if not all) are badly governed.

I also very disgusted when KYY keep saying others "stupid and poor", he hinted that he is rich, so he must then be "clever". This is one of the so many reasons that people dislike him.
If anyone still thinks that he come to i3 to educate people how to invest and win money is, I have to say, not clever. Majority of people in i3 dislike and curse him, so do you think he want to help or harm us ? Just think.

Homeritz is troubled with shortage of workers.
Hevea lacks of significant growth catalyst.
Latitude is indeed undervalued, it's PE is the lowest and selling < NTA albeit ROE is in double digit. It's low dividend and low liquidity do not help.
I think Pohuat is a good choice. It is good to have operation out of Malaysia, i.e. Vietnam, in view of the worker shortage and increasing min wages problems in Malaysia.

Are u sure KYY's swearing is believable ? He also kind of sworn to KC Chong that he would not let anyone knows he "sacked" KC, but you know what happened next.
I hope he will not post his investment article again because the contents and his "intention" really irked me.
Besides, I hope he will not tell us again about his donation, I already knew.

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Posted by Ooi Teik Bee > Jan 1, 2017 04:49 PM | Report Abuse

Dear readers,

According to Mr Koon's reply to me, he did not post this article in I3.
Someone posted this article on his behalf.

He sworn to me that he kept his promise not to post any investment article in I3.

Please be informed.
Thank you.
Ooi

Although the math calculation above is rather simple, but the idea for a person to learn stock investment while building career can beat a person who only focus on his/her career is very very true. The difference can be clearly seen in later part of their life. I strongly believe the financial position of the former person can beat the latter one.

Hi Tan KW,
I am one of the first 50 participants in 2017 stock pick contest. I am thinking to change my stock pick by removing EG and replace with TRC Synergy. If possible, pls replace EG (20%) with TRC Synergy (20%). If it is too late to do such change, that is also fine, pls just remain my stock pick as it was. Thank you.

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Dec 30, 2016 04:51 PM | Report Abuse

Hi TanKW, I would like to participate, below are my stock picks :
i) EG - 20%
ii) Adventa - 20%
iii) Globetronic - 20%
iv) Leon Fuat - 20%
v) Prolexus - 20%

Thank you.

If can't escape from i3 "black hole" is fine, I also visit i3 almost daily. But pls do not keep on telling people want to leave and then come back again and again, don't you think this is childish ? Don't try to act like an attention freak.
Grow up !

If it is short time horizon issue, why so many i3 stock pickers in 2016 contest can beat the professional investment bankers by that much. Their stock picks also base on 1-year period.

I think even if the time horizon expands from one year to 3 years or 5 years, the stock picks by the investment bankers above also can't show good return. Thus, it is not a time horizon issue for their bad result in 2016.

Again ??
To KYY : pls do not keep on acting like a small child, you have lost our respect in your investment skills, so pls don't let us look down on your mental maturity now.

Hi TanKW, I would like to participate, below are my stock picks :
i) EG - 20%
ii) Adventa - 20%
iii) Globetronic - 20%
iv) Leon Fuat - 20%
v) Prolexus - 20%

Thank you.

KYY, pls make sure u honour your words this time. This is the second time u said you won't post any articles in i3, I hope u do not embarrass yourself for the 2nd time. We really do not need your bullshxt.

or Malaya University

MU = University of Malaya loh

When that KYY old fox apologized to KC, I somehow suspected he didn't do that sincerely. Look at his latest article attacking KC, u would know what was in his heart when he apologized.
A person like KYY cannot be a sincere philanthropic too. His purpose is to bring praise to himself so he ensure he tells all Malaysian whenever he donates his money. Since he already has money, he want more fame. What he doesn't know is the more he cheated and lied in i3, the more people (like me) despise him.
I have seen many hypocrites in my life, he is one of the greatest.

KYY asked people to buy Gadang at high price and then scared people to sell at low price so that he can collect. After he has collected enough, he came out and called it a "pivoting moment"..
He will continue to do such thing in other stocks in future.
Any human being with a little bit of intelligence left should know if this man is kind or crooked.

Icon8888, that's why I said last weeks when KYY asked people to sell Gadang, he might has "hidden agenda". So his agenda was to press down Gadang's price so that he can get it cheaper. Although I somehow benefited (i bought cheap too) from his evil deed, I still despise what he has done.
He will use a portion of those money he won to donate, and tell the whole world his "kindness" and win praises from his followers. What a crooked old man he has been.

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Icon8888 KYY recently has turned very scary. First, he asked people to buy gadang, after that, he asked people to sell, causing the price to plunge. Yesterday, he revealed that he bought back at 88 sen.

wow.... I am speechless....

18/12/2016 14:41

Wow...OoiTB dare to voice out his differ view from KYY on Gadang. KYY may sack OoiTB just bcos of that like what happened to KC. But at least OoiTB gave a lot of facts when supporting Gadang, and not like KYY.

When this old fox asks u to sell, he can be collecting cheaper Gadang's stock at the back. Don't be surprised he may come out one day to promote Gadang again when he has collected enough. We have used to see how he promoted stocks when they were at high price.
Gadang may not worth RM3.30 (before split), but does it worth only 91sen (after split)? We can use our own wisdom and valuation technique to analyse and make our own decision, rather than listening to the old man's buy/see call. We have seen his lousy portfolio that KC disclosed to us, he is nothing when without his investment advisors.
Anyway, he has actually done a good job in helping to press down Gadang's stock price so that we value investors can buy at cheaper price :) Hope he can continue his "good" efforts.

Buddyinvest, I read your article above and realised that u are not good in evaluating a person, there are so many wrongs in your judgment, I would just list out a few at below :
I) OoiTB is definitely not a humble guy as u described, pls learn to see deeper.
ii) KYY is surely not a person who "cannot watch people losing money", the money he won is what other people lost in stock market. Pls think deeper.

Stockmanmy, when Icon8888 recommended Tek Seng, it was really a good buy then. The stock price was cheap, solar panel still selling at good price, and the new lines were being set-up. The prospect was bright. Nothing wrong to recommend Tek Seng then. I bought too.
The situation changed after Jun'16, the solar panel price came down, and Tek Seng postponed the expansion of it's additional lines. The news came out at that time had hinted the fundamental change of Tek Seng even before it's stock price tanked. I sold Tek Seng with a small profit then.
I noticed when Icon8888 no longer talked about a stock that he recommended, it could mean he has sold or he was selling. Why he has to let all know when he was selling ? if I were him I won't too so that I can sell at better price. We are here in stock market to make money, right ? I see no wrong in that. I believe Icon8888 has also sold all Tek Seng shares before it tanked.
In short, when a guru recommend a stock, you can study and make your own decision if to invest. We benefit from his recommendation, otherwise, nothing trigger us to study Tek Seng then. But pls do not expect the same guru will tell you when to sell. He is not obligated to spoon feed us. If u need that sort of service, u can engage OoiTB's service at a fees, he will tell u what/when to buy and when to sell.

In the 1st place, why KYY cooked up a false story to accuse KC ? He should know that KC will fight back and his lie wouldn't sustain. His action was like an emotional silly young man who just want to find anything to shoot at a person he is angry with without thinking of consequences.
Anyway, he finally apologize and that showed he is really an experienced old man. I believe that is a wise move to prevent his reputation from falling further down.

I concur that Icon8888 is not hypocritical. He is here to make money (who doesn't ? me too) but he is sincere when he make recommendation or when he criticise a bad stock. He maybe wrong sometimes (again, who doesn't) but he doesn't deliberately bring people to Holland, but KYY does in order to benefit himself.
KYY is a dangerous man in this crocodile infested place, I still wait to find out why he changed his attitude on Gadang, maybe there is a hidden agenda or reason he doesn't tell. Let's wait a few more months and we may find out the answer.

Buddyinvest has gave several good and independent points in his article above, albeit there are a few things that I don't quite agree.
I concur his comment on KC's investment method and concept, I able to understand fully his points because I also joined KC's online course before.
I do not agree his comment on coldeye, for this, YiStock has explained why at above.
I also do not think KYY meant to teach people the investment knowledge, he just try to show-off and parade himself + other hidden agenda.

Looking at KYY's portfolio in year 2014, i am surprised a person claimed to be investment guru can have such a terrible stock picking skill.
I think anyone will go bankrupt soon if continue to invest in such a away. There is no FA or TA skills or business sense at all to build such a portfolio.
From KC's disclosure, we can confirm now KYY is not really good in picking stocks, and all his past winners, i.e. Latitude, VS & etc were probably came from his advisors, eg. KC & OoiTB, and he claimed credit to himself.. Thus, I wonder now why we give weight to his investment advise or article ? If we wrongly did so in the past, we should not in the future.

One more thing I feel scary about KYY is he mentioned the following statement to KC : ".. I can assure you that I will keep this confidential so that it will not affect your service to your other clients.
Koon Yew Yin”. He can just broke his promise when he is not happy with KC in later stage. I take this as he is not a man with principle. I have no respect to such kind of people.

Anyone knows why the forex gain/loss can be so huge and significant in past several quarters ?
Is strong USD beneficial to TRC ? The annual report said it is not but I noticed forex gain in the quarters when USD is stronger..
Thanks in advance for your input.

The analyst report already stated "..compensation payable to TRC", so I wonder why some would still think "Gamuda may claim damages from TRC if....".
That is unfounded fear.

Public Investment Bank analyst has stated the amount for the terminated contract is small and do not have any material effect on earnings. The investors here create your own fear and ignore the improved quarterly earning just announced.
Friends, fear will blur your judgment.

Calvin, I have been quietly reading articles in i3forum for some times, and one thing I observe and would like to say out today is many people dislike u and no longer give high regards to your articles or investment ideas.
I wonder why u continue to press on and argue with so many people in this forum.
I have one request, if u opt to continue writing and arguing in this i3 forum, pls do not quote Christianity in your article or conversation because that will only give bad name to Christianity. If u love God, pls stop quoting his name because it is obvious that u can't give honour to His name, but the opposite, to all readers in this i3 forum.

My concern is ICULS holders can start to make conversion since Oct16 and that will dilute the reported EPS in Q4 FY16 quarterly report, and may then drive down stock price. Is my concern valid ?