Post removed.Why?

They are ambitious and brilliant.

cheoky, the main ingredient for stock market success is confidence. Nothing can replace that. Let me tell you that.


cheoky Only good point see in author is muka byk byk, sangat sangat tebal, lagi penuh dengan minyak. Saya tak boleh tahan.... Other that that, is garbage in, garbage out...

4,300 acres are in Iskandar....from the Edge, March 6 Issue.

silom...stockmarket is operating in an environment of incomplete information. It is not a chess game. It is a poker game.

silom....no free lunch....risk and rewards comes in pairs.

but if want to learn some thing,
want to make it big

learn Dynamic Investing instead of Value investing.


Warren Bufett , the guru of all stock market wannabes lays a bet and says all the experts will lose to the generic index funds.

silom....business sense is what I am talking about...even poker players need business sense.

actually accountants are also human beings, they come in as many species as other human beings.

silom and other dumb dumb kids...why you all so dumb dumb one?

I thought my wrtings have been very clear....what is so hard to understand?

People think of stock market as if there are playing chess. Chess is a game of complete information.
They want to find their magic formulas and magic accounting ratios that will unlock the doors to riches.

In actual fact, stock market is more like a game of poker. and poker is a game of incomplete information.

whether it is retailers or fund managers doing the buying and selling I am not interested.

what I am interested in is KLSE having better guidelines for material announcements.

They have good guidelines for Circular to Shareholders already.

More than that, I want to point out the need to have a different skill set to operate in an environment of incomplete information, a skill set you will not find in CFA books, or investment book or accounting books.

That is because all KLSE activity is principally operating in an environment of incomplete information.


Posted by spinninglotus > Mar 11, 2017 09:40 AM | Report Abuse

Retail investors competing with fund managers and insiders? Retail investors always left carrying the “bags". Guessing guessing and guessing, this is what sharemarket is about for retail investors whereas fund managers pay insiders for information and insiders do insider trading without being caught.

I think .................Operating in an environment of incomplete information is a skill all by itself.

rider

non accountants normally would not even ask for pro forma Balance Sheets.

rider

Operating in an environment of incomplete information is an intrinsic part of KLSE, ...the case of IWCITY is just an illustration.

Value investing means full and equal access to all investors, that value investors have full and equal access to all information, that is clearly not the case in KLSE.

Firstly, there is a need for better guidelines in announcements of very material nature.

But, given what we have...forget about value investing, focus on acquiring other skills.....more useful skill sets.

===================================================


Stockmanmy, your big talker only, don't ever claim yourself as accountant, you are no way is an accountant. How can an accountant forgo his pride by ignoring accounting formulas and accounting basis?

rider...........

My competition portfolio is done in the best portfolio theory tradition. 10% in 3 months already exceeds all expectations.

reasonable or not is wrong question.

forecasting is correct question.

The best record of Dynamic Investing I know of is KYY.
A true practitioner.
Learning the Art of Sailang from a young age.

I guess with a record like Soweto, you can call your self a true value investor. Can a value investor go far in the long run? 10% per annum perhaps,
Value investor using all the tricks in investment books and CFA courses? Can they beat the Index? In the long run, not likely.

..Operating in an environment of incomplete information requires it own set of skills

more useful than accounting formulas and accounting ratios.

that is what they tell you but not what happens in KLSE.



miker > Mar 10, 2017 11:08 PM | Report Abuse

Companies that consistently distributes good and increased dividend Q-by-Q and/or Y-by-Y will makes it price goes up.
Consistent good and increased dividend reflects all other factors or parameters - good management, efficient, business strategies, creative, innovative, valuing shareholders....

yen

if you really look at what analysts do with their DCF, you will spit on it and tear up their work.

https://klse.i3investor.com/blogs/stockman/118012.jsp

Ok, sailang D& O kau kau

no one knows.

https://klse.i3investor.com/blogs/stockman/118012.jsp



newbie4444 > Mar 10, 2017 03:41 PM | Report Abuse

If abt emotion how long will it last?

newbie


its stock market.
stock market is about emotions.

there is nothing here

https://klse.i3investor.com/blogs/stockman/118012.jsp

my wife sailang D & O
She braver than me.

ven.....sailang D & O

share up and down is not due to value investing.


it is due to X factor.


fake news just as important as real news.

when breath is negative, also got its positives.

the positive is that strong shares gets stronger. majority loses money, but for the better ones, they make money faster.

big picture is important.

but big picture changes less often than people think.

that is why big winners don't even bother.

the big picture at the moment.....is called cognitive dissonance, people don't care about interest rates hikes by FED. For two weeks now breathe is negative, people still don't care. I guess, when people care, it is too late.

if you are not holding for 25 years, you are not value investor. You are buying for factor X


limch > Mar 9, 2017 09:25 PM | Report Abuse

Talk abt IW City. Last QR is loss so people chasing now expect coming QR big profit? How many will hold for 25 years?

too bad for boss, no reseach house covers IWCITY


stncws > Mar 9, 2017 11:00 PM | Report Abuse

BOSS SAYS RM4.5 WORTH!

chin

Ecoworld World International coming.

choose one.

winner gets a prize.

but if the real cost to the sultan is 10 sen per RCPS, then 2 RCPS is really 20 sen only.

its called sleight of hand,

but if the real cost to the sultan is 10 sen per RCPS, then 2 RCPS is really 20 sen only.




chinchiahor > Mar 9, 2017 10:38 PM | Report Abuse

Pending the completion of merger btw IWC & IWH, IWC price is a benchmark of valuation of IWH shares. We can take the cue that IWC price has to go to rm3 before IWH issues Redeemable Convertible Preference Shares(RCPS) to Johor Sultan & Kumpulan Pasarana to acquire their assets. This is because the RCPS(issue price rm1.5) are convertible to IWH shares on the ratio of 2:1 which means valuing each IWH share at rm3. Of course RCPS holders will only convert their holding when the subsequent quoted price of IWH is above rm3.

no one understands any thing until / unless they understand Yin Yang.

you think Wall Street is based on based and reality?
in many sense Wall Street is worse than Malaysia.

Alternative news elected a President in America.

I tell you want is fact... what is good for Wall Street short run is bad for economy long run.




Tripaka > Mar 9, 2017 08:55 PM | Report Abuse

Malaysian stock market is mostly ruled by emotions

actually you don't have to know.
You know only when you are ready


MyGadangHuatBo > Mar 9, 2017 08:08 PM | Report Abuse

See stockmanmy everywhere but no one can understand what he is talking about, except he himself kaki talk kaki song only

with fully valued land bank, how are they going to make money?

I think AA will do better in future without dividends.


BUT TF needs to service his margin accounts.

shit.

The independent directors should vote against TF.

RH $ 20 million only...they call it big fish

KYY in Jaks $#### million, you call what?

WTK has lots and lots of timber concessions......no one touch.

the planes also got liabilities attached one....must be redeemed before the planes can be sold.

a high gearing company give dividend?


makes no sense.

Priceworth which is timber concessions a better deal.

EPF will not touch

should not touch

EPF looks for more matured projects.

dividends makes no business sense

can they pull it off?

will institutions bite?

all forecasting is too inaccurate to be useful.
Pick up phone talk to CEO more accurate.


yenhui_koh > Mar 9, 2017 12:27 AM | Report Abuse

Different methods for different type of market players. Value investors go for DCF, ratio analysis, etc...Technical go for charts and indicators. As long as you able to earn a good return by applying the method(s) you are comfortable with, then it's a good strategy.

value investor? go buy IWCITY and keep for 25 years la.


Frank Soweto > Mar 9, 2017 05:19 AM | Report Abuse

dun play play i3 got plenty of real sifus - u can lie one time n get away with it but when u keep lying the sifus beh tahan huh u r PHARKED LOL - they will come out n take your dynamite investing in shove it up where the sun dun shine n BOOM it goes LOL

do you buy a share and keep for life or 3- 5 years?

if not, don't BS me about value investing.


Frank Soweto > Mar 9, 2017 05:19 AM | Report Abuse

dun play play i3 got plenty of real sifus - u can lie one time n get away with it but when u keep lying the sifus beh tahan huh u r PHARKED LOL - they will come out n take your dynamite investing in shove it up where the sun dun shine n BOOM it goes LOL