dont bs jtyeo!barrier to entry for airlines is high.high opex,capex and government regulations deter new entrants.dont remarks economic structure with your own thought compiled from internet.

subscribe would be more appropriate word than outsource.analyst spent 90% time or more on fact finding.ready made template is available for analysis which is the easiest process.key driver to excellent analyst report is dig and drill info.3 key facts

retail investor buy stock to made money.
earnings drives share price not cash flow, asset or any stupid jargons.quarter report also widely known earning report.media only reports earning increase or decrease in news.
analyis to support fact not opposite.

richie,start with industry outlook.spend time dig and drill on industry prospect,trend,current situation,factors,sentiments such as poultry.then move to companies in apple to apple comparison and use industry outlook average growth or degrowth to project 1 year earning.work out eps details for each company.dig and drill deeper into each company with comparison analysis using industry outlook not by company financial metrics.concluding paragraph of analysis report shows potential earning for each company after industry outlook taken into consideration.higher earning equal to good news coverage in media and high share price/high profit to retail investor.

Posted by JT Yeo > Oct 20, 2015 05:24 PM | Report Abuse

Let's be honest, there is no winner. If you buy something at an 'overvalued' price, considered that you hold it for long term, you return will just be lower than those that buy something at an 'undervalued' price.

What needs to be hyped about VS has all already been build into the price, if you buy it right now, it is very likely your return will be poor in the long term, if you buy it from where it is 50% before, then you are likely to do well in the long term. Simple as that.


i will answer on iiinvestsmart behalf.

how do you know vs at rm3+ is not overvalued or fully valued?

i use harsh word now.the empty tong kc analyse VS intrinsic value at RM3+ and you said 50% before at rm3+ good for long term?contradicting right.lose is lose.wrong is wrong.

proof the bursa statement past 3-5 years sure shuts up all critics.no proof no point talk why value investing is right!

Posted by koonthebest > Oct 20, 2015 01:48 PM | Report Abuse

empty tong PONG PONG PONG! where your bursa statement! PONG PONG PONG response got lah!


please post the bursa statement past 3-5 years.unless proven to be real, his writing and analysis can be justified rubbish.

Posted by JT Yeo > Oct 20, 2015 04:22 PM | Report Abuse

I dare to put it out there, those that followed KYY or anybody out there without a firm understanding what theyre buying, following blindly and enjoy themselves in those feel good stories of growth, close to none of them would have made any money if you look across a 5 years span.

In the short term, everyone looks like a hero. In the long term, you can differentiate who has real caliber and who doesn't


how do you know growth investors made no money across 5 years span?kyy has shown success story with holding made public through official bursa announcement and proof.the one kc you worship has shown NONE or ZERO proof.

Posted by JT Yeo > Oct 20, 2015 04:12 PM | Report Abuse

I dont get it why people considered looking at cash flow as academic, if business isn't build to generate profit and in turn generate cash flow, then i dont know what it is for.


how a business generate profit?simple answer is grow the business which kyy is right.no company can grow forever,identify and buy and sell when profit drop - this is growth investing style.

who made the most money is always right.stock market exists for this reason alone and only this reason.

economist,stock market analyst from investment bank well equipped and informed with data,financial ratio but do every them is successful?write,analyse and no action can be justified as rubbish.

kyy is right.zero sum game.

to equate hapseng with guanchong,london biscuit and knm like an idiot talk bs.this calvin clouded by hatred.a childish act.

this article inching towards a speculation and made up story than fact.no invisible hand,more like trader/institution try market timing and bought large volume and believe the market reach bottom.

100 stocks made up klci?cannot be typo error from your side,more like writing for the sake of writing.

big mistake.total portfolio concentrated on same industry like gambling big or small.

advice no7 is not valid.no article is holy grail for investor.do not overestimate i3 as though it can influence bursa.frequent web surfer do not translate to real investor/trader.

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

warren buffett changed from looking bargain stock to buy wonderful company.anyone think warren know intrinsic value of Coca Cola?

chasing hot stock is detrimental to success.

set objective to be capital or dividend play for eforce.selling decision rests on the objective.a good sharing.

can you list out weaknesses of your stock?9 out of 10 fail.

action speak louder than words.people are more impressed with your action than if merely talk about them.very few can show concrete evidence their portfolio.unclez on presbhd,hjey on hapseng and you on ta ent.good work.

for those teoseng shareholder entitled for wa,a good play is to lock in certain profit and move a portion to wa.

dividend investor type is hard to find and most difficult to achieve.resist temptation to lock in profit is unthinkable for most of us.

penny stock always the most actively trade among retail traders.high gain within short time is possible but high risk is part of total package.to be on safe side,buy warrants of an established company.lower risk of holding junk paper and alternative option for wa holder convert to mother share should a favourable situation arise.this is plan b for wa holder which is not available to penny stock buyer.

i have no time to write long like you.i challenge to you a competition.if you believe you are better than me,then accept it.if not,no point talk anymore.


loser out from i3 forever.

same as stockpick 2015 rules.each submit selection on 30/3/2015.you can see my stock selection if you accept the challenge.

buy and hold 1 year - 4/5/2015 until 3/5/2016.

1 month buffer between selection and start date to prove ability picking stock and avoid hot stock move on april 2015.


deal or no deal.give the answer on this friday 13/2/2015.

bs talk kcchongnz!do not belittle investors on revenue and growth school because you are terrible in it.respect others and stop harping on this school is better than the rest.the best investos, warren buffett and charlie munger are growth investors that practice compounding!

hjey your portfolio has uncanny resemblance to mine.

those put compound interest to practice is one of the rarest investors.legendary investor warren buffett is obsessed with the idea of compounding and his two most profitable portfolio are result of this obsession.

good luck goldenluck16

thank you milopanas and tan kw for compute the result.thank you again.

bs talk ckwan11d!!dont criticise those analysis are baseless.substantiate ur allegations before open ur mouth.do u read and study aeoncr balance sheet???i know an ah pek made more money from stockmarket than me.this ah pek speak broken english!!!

can be rated among the worst write up.however your past postings reflect sound knowledge of investment or trading.

6% gst levied on brokerage and clearing fee.

stop predicting market direction and oil price.nobody can do it.

cut loss early is a necessity skill.sit and doing nothing on winning trade.cut loss early on losing trade and never average down.

concentrate on selected few stocks which has track record of proven earnings.averaging down on stocks with negative earnings is the fast lane to hell.

eps current quarter 12.25 and previous quarter 6.26 = +95%

eps current ttm 32.69 and previous ttm 25.44 = +28%

eps q1+q2 2014 17.11 and previous q1+q2 2013 15.94 = +27%

number tell the story

a boring stock must meet earnings-related criteria.
i.e. persistent earnings.eps increase over the past five year period.current quarter growth rate greater than long term growth rate and one year period.
i.e. sustainable.driven by sales growth, not cost-cutting measures and asset sales.
i.e. pass the peg ratio vs indsutry growth rate

your knowledge in warrants is shallow.either you omitted specific details or you never play.

scgm dividend rm200

cmmt dividend rm1132.50

Posted by SaturnZ > Aug 14, 2014 03:39 PM | Report Abuse

Why is this 70cents such a big stumbling block and why do I say it needs to be consistent above 70cents for it to be stable?
As I mention earlier, son convert to mother is a 1 way street......if mother jumps over 70cents properly, it's bring son to 60 cents properly also. In essence, this is very very important as more son can reach 60cents will also help to support mother price later. This is when son will emerge grown up!!!


saturnz,dont bs!!!son dont support mother price.LA move in tandem with mother.investor exploit an arbitrage opportunity arise from this situation.

objectives are different for investor and trader. trader objectives are setting a profit % and stop loss % line. investor to set business growth % vs share price against pcf.

scgm dividend rm1000

qualitative factors are always better indicator than quantitative. a person never cook rice will not know the right water ratio. a person never work in the particular business will not know the right method to value the business.

wa is better option and mother company is largest wa holder.they will protect the value of wa.

use it as your temporary bank while waiting for chance to buy other stock.

no one can predict the stock market direction using whatsoever method. all are guessing game with probability.

keeping LA still the better option than converting to mother share. % gain/loss is higher than dividend yield. LA still far from expiry date.

profit taking..bye

a growing company. l&g la is better choice. reading old postings, two forumers discovered l&g, cytew and hjey,although no buy call from them.

dont enter now. after corporate exercise, enter

Total dividend
CMMT RM1125

dont have time for that analysis. sorry.

i take part in your competition

AAX 0.995 10k shares = 9950
CMMT 1.40 25k shares = 35000
SCGM 0.975 10k shares = 9750
Hapseng WA 1.26 25k shares = 31500
L&G LA 0.31 20k shares = 6200
Johotin WA 0.31 20k shares = 6200

TOTAL 98600