I guess if you want to look for a good business to acquire, you would want to look at some accounting ratios to see how it is managed , problems and solutions.

But, by no means the only factor...in many cases, not even the deal breaker because most companies are actually moderately and averagely managed.

Great deals were made from the big picture...and the details left to the accountants and advisers.

choeky

If in 2013, the CEO had told OLH about ROIC instead of developing new markets, OLH would have the CEO sacked because the market in which Willow was operating in was just too small for a listed company.

cheoky

got competence
simply tembak also can make money
no competence
ROIC is not going to help you.

The market not short of ideas in this environment..................................only short of competence.

no competence, say what also no use, cheoky

I am 100% certain the kid will not drop the MOAB on North Korea.

The kid don't dare


by cheoky > Apr 16, 2017 07:29 PM | Report Abuse

well you got to believe manny on when north korea will drop a bomb or not, cos manny mindset is at the same ranking with north korea leader. 100% same. hahaha

I didn't say.

If the market had wanted to go up....it will go up and nobody even gives a shit about NK and Syria.

This kind of thing is a day in the office......happens every day.


tiger86 > Apr 16, 2017 07:21 PM | Report Abuse

stockmanmy, so u think tomorrow KLSE will rebound??

but the world do not need a kid as President of USA.

by greatful > Apr 16, 2017 08:02 PM | Report Abuse

@chinaman, in summary we have the same thought. Japan needs US more than US needs Japan.

any thing could have happened in the last 4 years.....

including doing well...

...and including not doing so well.

They operate in a specialised market with a very small total market size.

There is nothing in the Balance Sheet that can prepare you for what comes from 2013 to 2017.

Ong Leong Huat is a man of many resources.......If you trust him and invest in Willow, you are investing in the man....not bad .

cheoky

The snake oil bottle is dated April 2013......They say it is expired snake oil.

ypu think the kid will drop the mother of all bombs on Pyongyang?

I don't think so.

Stock market is never about stocks up or down but....how many shares you got when you are right.....

and how not to get killed when you are wrong.

Willow was a stock pick in my “Stock Pick Challenge 2013 2H” on 1st August 2013 ....................hahahaha


Willow like Gandalf will conquer all in April 2017. Place your bets in April 2013...got magic formula that can see the future 4 years later.

well.....in i3 2017 competition even better. 230 entries, 230 winners.

1000 stocks, 1000 stocks up.

I will bet you, neither Tong or KC sailang Willow the way KYY sailang Jaks.................How much they earn? I have no idea.............

Probably not much more than I tembak tembak HSS at 40 sen , sell at 70 sen , only to see it go to $ 1.00 a few days after sold.

ah...but share price don't follow your time table.....lol.

TN is far worse...TN cannot seem to make money from logistics division.

Century will do well.....but first two years in any new business is always tough....can you wait?

time for Wall Street to give up its gains?

that is real possibility.

Obama 8 years were very logical years......

Hillary is a very fine woman.

Why scientists are fighting back. We’ve had enough of Trump’s war on facts

In such circumstances, how do you predict or even make sense of what the kid President says?

When Munger talks about valuations, his is controlling stakes.

He already has plans for his investee companies.

The named is not the Tao

The nameless is the origin of Heaven and Earth

Stock market success do not need titles, credentials, accountants, MBA or CFA

But it does require some Forest Gump luck, dedication, hard work, love and freedom from stress.

Success in one part of life spreads to other parts of life.

When done, it appears so easy, so natural.

this blog is not for you then

this blog is for those who teaches you how to get returns without risks.
Got margin of safety of 30% and magic formulas to sell you.

or hang pig head sell dog meat

America is a dysfunctional state, dying by a thousand cuts witha Nero as President.

This is not Plaza Accord era

America cannot offer leadership and solutions. This is East Asian era.

The kid wants his sweets and do not want accountability.

Sweets for Wall Street, for the army, for the contractors, for the rich and powerful

Too bad , no sweets for the poor because the poor to them means blacks and Latino, the rapists and the laborers.

agree


y yapyk > Apr 15, 2017 02:35 PM | Report Abuse

In a bull run year, penny stocks don't run for 4 months only. Refer to charts or date from history, it runs for 12-15 months with some corrections.

from bonds to riskier assets.....

if...........a flight out of riskier assets , will cause a stampede, father mother also cannot recognise.

Business Star today pg 17........

Foreigner sold down Malaysian government bonds from $ 247 billion to $ 178 billion from Oct 2016 to now.............

converting to riskier asset class such as equity............no net inflow of funds...hardly the kind of stuff that suggest ringgit will go up.

the word chase is relative isn't it?
relative to other shares, it is hardly unusual for last 3 months.

so, what is Jaks unique selling proposition and what are you getting?




chamlo > Apr 15, 2017 02:10 PM | Report Abuse

Jaks was condemned when RM 1 earlier this yr so bad? Now RM 1.65 good to chase?

whoever condemned Jaks at $ 1 has no clue.

I think people become better analysts after they stop simple extrapolations of past trends..........

The universal constant is change and after many years of yin, in many cases yang takes over.

yin yang they change they evolve.

the tool box of value investors has only limited use.

Look for the tool box of Growth investors.


How the hell did they value Tesla, Google and Amazon?

"What seems too high and risky to the majority generally goes higher and what seems low and cheap generally goes lower."

read this sentence properly.
it contrasts high and risky vs low and cheap.

the cheap here can be replaced by the word least risky.



rephrase the sentence, it becomes..........what seems low and least risky generally goes lower.".........my kind of guy.

He is a better salesman than analyst.

I have no such ambition, never did and never will. OTB remains KYY principal adviser and remisier,

I must admit I prefer KYY style and philosophy to OTB style and philosophy.

plenty for 60 years old accountant to learn from 85 years old maverick.





CharlesT > Apr 15, 2017 10:12 AM | Report Abuse

How far can oldman go without otb,but with stockman n spore kuku?

I think people become better analysts after they stop simple extrapolations of past trends..........

The universal constant is change and after many years of yin, in many cases yang takes over.

yin yang they change they evolve.

the tool box of value investors has only limited use.

Look for the tool box of Growth investors.


How the hell did they value Tesla, Google and Amazon?

pump and dump and words used by people who has no clue...and cannot admit.

advertisement and promotions are not illegal.

pump and dump are words used by people who have no clue..and cannot admit.

pump and dump and goreng are words used by people with no clues and don't want to admit.

the color of money is still good.

donfollowblindly > Apr 15, 2017 09:44 AM | Report Abuse

Recent example is Ekovest, G Kent, CAB etc.

I would define 30% of Jaks as sailang.

Jaks will define the legacy of KYY.

the scholarships eat porridge or eat meat depends on Jaks.

as if Charles have never lost a bet before in his life.

as for Trump, he will align himself to the emotional brain, nothing from the processing brain.

highest probability outcome.

bgt9963 Goreng and then disappeared from klse...

a realistic call

nekosan > Apr 14, 2017 01:48 PM | Report Abuse

Jaks will up 100-200% from 1.0
Matter of time

with Ah Jib around, you will never have a strong ringgit. Period.
just hope they don't down grade your currency .


so stock market strategies based on a strong currency is wishful thinking.

the guys says extremely bullish just in time to see market come down.....lol.

a reactionary, not a balance view.

When I built the three portfolios above, maximization of profits is never the number one criterion, all three were built to show what a well diversified, defensive portfolio and capital protection looks like taking into account business sense, management and numbers and William O Neal CANSLIM.

Who is kcchongnz?

don't know.

but looks exactly like what he teaches...all based on historical figures, ....where is his JDHM and Ace counters?

where is diversity and diversification, where is catalysts and what he is trying to do? No idea, just book work.

why people thinks Trump knows any thing is beyond me.


just a kid

A portfolio that can face any storm




145) stockmanmy +17.2% 117227.38 http://klse.i3investor.com/servlets/cube/stockmanmy.jsp
14% LEONFB 0.650 0.465 25700|14% AIRASIA 3.050 2.290 5200|12% SAM 5.980 4.900 2400|12% SCIENTX 7.910 6.700 1800|11% AAX 0.390 0.360 33200|10% MAGNI 4.930+0.06 4.190 2400|10% SCGM 3.950+0.02 3.400 2900|9% AEONCR 15.440 14.360 700|7% CSCSTEL 1.860 2.150 4600 (116956.00:271.38|240.12)

left got devil
right got ghost

He is 001...who is 002?