Good writing & timely analysis. Thank you.

One last thing, why not miss call or phone call? :)

Bought Lii Hen @ RM3.05 (10,000 shares)

Sold all poh huat (1.46) & poh huat warrant (0.675)

Thank you, moneySIFU & Icon, guess you 2 also make good profits from Airasia & Lii Hen. Busy at works recently, didn't do much homework on any stock analysis. But I did add some Lii Hen & Gadang last few days, see how it goes.

Hope Poh Huat won't fail us & now start to catch up with Lii Hen, well done for today!

Congratulation to all, very shining!

Thank you, moneysifu

Hope both Poh Huat & Lii Hen can ride on the strong US economy & current currency rate.

Collecting all the way from RM2.50 to RM2.70, then down to RM2.60, Lii Hen has now become one of my largest investment.

With annualised EPS about RM0.44, low PE & bright future prospect, there are more to come.

Gadang is now one of my largest investment

Ricky, if your article can come out few days early, then it would be even better to me :)

This is best:

The true value of a stock does not change much from year to year. That is also the case for this industry.

Dig into the business to understand what drives the numbers and how those numbers drives valuation. When the market sentiment is awash with currency horror & excitement, understand how the business is creating value is the only thing you can anchor on. What really matters in the end is how the business adds value, not what the conversion rate is.

Best of all, thank you & great work, Ricky.

Hi Icon, do you still keep this stock?

Great result, congratulation!

Welcome, Jal 贾彬得, hope it helps

冷眼先生说，我曾问学医的大儿子：“学医最重要的是学什么？”他说：“学习怎样不把人医死。”这个回答很奇特，事隔十多年仍记忆犹新。所以，做股票的人首先不是学怎么赚钱，而是学会不要亏掉大钱。作为散户，总会有看走眼和买错股蒙受亏损的时候，但只要赚多亏少，长期就可以赚钱。如何减少亏损呢？经验就是采取反向策略，尽量买低，一个简单看法就是一年中的股价最低和最高价之间的平均价，位于最低点和平均价之间就属于低买入区间。而要想在低买入区间购入股票，就要养成反向的习惯，在股市低潮时进场。大多数货物，都是价格越便宜越多人买，唯独股票是越低越没有人买。价格越高，买的人反而越多。这就是大多数人最终赔钱的原因。买入如果股价升够50%，则基本已经脱离危险区，可以放任股价奔跑。如果公司业绩继续改善，就不应该急于脱手，而是继续追随公司成长。但如果公司经营有恶化趋势，则无论赚或赔，都应果断卖掉。

Hehe, I really hope so.

I myself is small time investor, never have any financial resources to push up the price.

All I wish to do is to share how we can predict the company performance based on the some economic/market reports, sometimes it works but sometimes not.

Thanks, Jester.

US consumer prices post largest gain in three years; housing starts up
http://klse.i3investor.com/blogs/kianweiaritcles/96704.jsp

US factory output increases for first time in three months
http://klse.i3investor.com/blogs/kianweiaritcles/96705.jsp

Think about it.

All I wish to do is to highlight on the Disclaimer Section:

All the above are merely for sharing purposes only. I never ask you to buy Poh Huat.

If you think it is lousy, don't buy
If you think it is not true, don't buy
If you think it is misleading, don't buy
If you are not sure, don't buy

If you still insist want to buy, you must aware that I may sell my shares in Poh Huat once price has gone up.

I added 2 more lines:
If you think it is still sky high, don't buy
If you think it is not logic, don't buy

Agreed, consider risk-reward ratio before chasing high on certain hot stocks.

Congratulate to those who bought AA group low.

Welcome, Viie.

Very much look forward for the coming quarterly report.

(16/5/2016) Bought 10,000 Pohuat @ RM1.49 & 23,000 Pohuat-WB @ RM0.675 (Reason: strong US economy)

(16/5/2016) Sold all Penta @ RM0.675 (Reason: Electronic testing industry is facing tough time ahead)

I bought Airasia @ RM1.39 when no one wanted to buy & sold all @ RM1.79 when everyone wanted to buy. Though it goes up to RM2.20 now, I never regret.
http://klse.i3investor.com/servlets/pfs/53854.jsp?stockName=AIRASIA

I didn't buy Poh Huat last year because everyone was chasing Poh Huat & other furniture stocks then. Now, I buy Poh Huat because no one want to buy Poh Huat.

I am also monitoring Latitude, Lii Hen & Heve. Hope to collect some.

(SuperMan 99) POH HUAT - Still benefit from strong US economy?

http://klse.i3investor.com/blogs/hardworkeasylifesuperman99/96580.jsp

(13/5/2016) Sold all KESM @ RM4.10 (Reason: Electronic testing services are facing challenging period ahead)

Hi Icon, I think Cold Eyed has stake in Johotin.

Gadang tender for 10b projects & Kok Oon said in the news that Gadang stands chance of 20%.

So far, Kok Oon has delivered his promises & recent results has proven the ability of Gadang to clinch higher profit margin from the contruction division.

My personal target for Gadang = RM3.00 by end of 2016, think this is same to Icon's TP. Let's see if Gadang can get what we hope for.

Strong supports between RM2.00-RM2.08, downside is limited, the only way to go is UP. Let's see.

Congratulation, Icon, look forward to read more articles from you.

(4/5/2016) Bought 10,000 Gadang @ RM2.09 & 18,800 Pohuat-WB @ RM0.69

(03/5/50216) Bought 8,500 pohuat @ RM1.47

很诚实的投资心得，加油，Bluefun bro

Investing or buying stocks are always up & down, but the way you treat people is just sometimes unbelievable.

Bought 6,700 pohuat shares @ RM1.51

paperplane, why you always behave like that?

Making investment need to take risk of winning or losing, the most important is to make informed decision to contain the possible risks, and take calculated risks.

No one can give any guarantee on investment or business outcome, all to do is to do all necessary calculation.

You are freely to agree or disagree, you make decision at your end.

It's not right if disappear when price goes up, & suddenly come to act like god when price drop.

Yes, paperplane, it is a disappointing result

Market has answered to the result

Disappointing quarterly result, judge yourself to hold or to sell, it's your money

Sold all Pensonic & Pensonic Wa (Reason: Disappointing quarterly result)

(25/4/2016) Bought 15,000 Penta @ RM0.67

I fully agree with your point that car industry is bad, really bad, we all can see from the numbers from MAA sales report. It is fact, nothing to hide.

But it is NOT applicable to CCB, or Mercedes Benz brands, by judging from the MBM sales records & CCB's financial performance. Let's see how where is it by end of 2016.

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Posted by paperplane2016 > Apr 25, 2016 12:48 AM | Report Abuse

Now just first quarter, you have yet to see how bad the car industry is like! Let's see if you are still right end of 2016!

Hi paperplane, I want to try something different here, more aggresive, see if it is working.

Hi paperplane, I projected CCB to have good results in last 2Q & it had in fact outperformed my projection. I forsee the coming Quarters will continue to perform as good as 2015. Though upside is subject to re-rating from the market, downside is quite limited.

In reality, I am still holding CCB.

But in the main main portfolio, I want to try something different to see how it goes.

The big difference in the reality & main main portfolio is:

Reality: you lose mean your money gone, though I am having credit facility from CIMB 6 months back, I have hardly utilised more than 20% facility. playing safe is first priority.

Main main portfolio: It is capped at 100k, so I want to try more aggresive approach to see if it is working for me or not. If lose money, that will be just name only.