You have my utmost respect for your grit, honesty, perseverance and willingness to share your experience Mr Philip.

Usually I rarely comment in the forums but the recent writing by Mr Philip and SSLee has attracted my attention. This is in part because I am very strong advocate of QL and believer in the management and business prospect. I called this company back in 2013 then again in 2017 and QL has remained one of my top performing stock. It has gave me substantial funds to divert to other investments like bonds, forex and property. Similarly, Inari which was spotted by a top tech analyst in Malaysia who recommended to me in 2012. I regretted not going in the same quantum in investment in Inari as I have put for QL. I would just like to suggest a humble view in 5 points :

1. QL and Inari is not an apple to apple comparison and most importantly to compare investing in this 2 counters head on will not achieve a resolution. This is because 1 is in a tech sector and another is (agri, aqua, food, consumer) sector. The risk and premium attached to both is different to begin with. This reminds me of how Dalian Wanda's Founder Wang Jianlin went head on to compete with Alibaba Jack Ma.

2. I must say Management capabilities is one of the most important traits in investment. You can have the best business idea which is scaleable or never ending orderbook but with a lousy management, the company will go bust. However, with good management, mediocre companies can scale and reward shareholders.

3. We cannot deny the real reason QL has expanded exponentially is due to Family Mart. Funds, institutions and investors value bread and butter cash business with recurring income. They will attach top dollars for businesses of such. An example : when Jaya Grocer sold to a PE fund for RM300 million at 30x PER valuaton with only 17 stores. Subsequently, Navis did the same with Village Grocer albeit not as high a price tag.

4. Inari definitely is a good company and has the ability to deliver in the long term if the key clients do well. They rely heavily on the orders directed to them. In another words, the recent selldown due to news of slowdown by Apple and its profit warning is a clear indication of how overly reliant Inari is towards a single client. Having said that, their diversification to other companies is important and good for their future growth.

5. Lastly, the forum is a place of exchange of views hence freedom of expression should be respected with minimal animosity or hostility. We cannot deny there are many Empty Cans and Con Man in the forum. Hence readers should always be on the lookout specifically for those who claim to be an expert, write long articles and intend to manage funds of others yet suffered double digit losses. Be v careful with your hard earned money and always make your own judgement.

Lastly, the forum is lucky to have both Mr Philip and SSLee to share their research and view. I have greatly benefitted from the intellectual discourse.

thanks for pointing out our typo. we have amended. The above 6 stocks entrys are all between 4th and 5th April as per the telegram message photo.

https://klse.i3investor.com/blogs/tradeview/154645.jsp on kssc

https://klse.i3investor.com/blogs/tradeview/154645.jsp on petronm

https://klse.i3investor.com/blogs/tradeview/154645.jsp latest article

QL is first Value Pick of Tradeview in 2018. When we called it at RM4.30, some were doubting the entry price and our TP of RM5. Today after 3 months, it is proven not only QL hit our TP in less than 3 months giving a return of close to 20%. Importantly, despite the huge volatility and market selldown, QL sustained throughout and even made new high. This is the beauty of value investing and holding fundamentally sound counters that can hold its ground despite a shaky surrounding.

https://klse.i3investor.com/blogs/tradeview/143376.jsp

FYI to all, Tradeview has added Poh Kong to one of safe haven investment which is severely undervalued and due for rerating. https://klse.i3investor.com/blogs/tradeview/151456.jsp

Kssc declared 2 sens dividend which is v good cause for small cap is 4.7% at current share price. We continue to believe in the upside long term value of 68 sens TP. We are still bullish with KSSC. No reason for the share price to remain below 50 sens in the near term.

Finally the rerating we have been waiting for. Big jump and hit a high of 76 sens. Enjoy the profits all

Usually we do not entertain or reply to nonsensical replies but half witted idiots. However, for kelingman who have been talking rubbish and spoiling our reputation for a long time, we will need to address. Please refer to our value investing portfolio which we share to the public with both entry and exit price including all losses and profit documented every month without any manipulation. We are the only group who publicise our call and still share it transparently every month. To date, our value investing portfolio has hit more than 35% YTD exceeding KLCI YTD return of only around 7%. All these are based on our fundamental metrics.

Refer to the link below :

https://klse.i3investor.com/blogs/tradeview/135686.jsp

Usually we do not entertain or reply to nonsensical replies but half witted idiots. However, for kelingman who have been talking rubbish and spoiling our reputation for a long time, we will need to address. Please refer to our value investing portfolio which we share to the public with both entry and exit price including all losses and profit documented every month without any manipulation. We are the only group who publicise our call and still share it transparently every month. To date, our value investing portfolio has hit more than 35% YTD exceeding KLCI YTD return of only around 7%. All these are based on our fundamental metrics.

Refer to the link below :

https://klse.i3investor.com/blogs/tradeview/135686.jsp

Usually we do not entertain or reply to nonsensical replies but half witted idiots. However, for kelingman who have been talking rubbish and spoiling our reputation for a long time, we will need to address. Please refer to our value investing portfolio which we share to the public with both entry and exit price including all losses and profit documented every month without any manipulation. We are the only group who publicise our call and still share it transparently every month. To date, our value investing portfolio has hit more than 35% YTD exceeding KLCI YTD return of only around 7%. All these are based on our fundamental metrics.

Refer to the link below :

https://klse.i3investor.com/blogs/tradeview/135686.jsp

Agree with Pang72, nothing goes up straight. If you make enough and happy with profits, just take. When we first called Krono at 35 sens it was against great doubt. But currently, it has did really well. Enjoy the winnings http://klse.i3investor.com/blogs/tradeview/120753.jsp

This is wonderful news and well done to management for making a good decision to REIT their education assets. Also kept to their promises. In line with our expectations

http://klse.i3investor.com/blogs/tradeview/117303.jsp

congratulations all on your patience. Rewarded finally. Enjoy the winnings

looking good if can break 35 sens then likely to move towards our TP of 40 sens

agree. RM9 is in sight. https://klse.i3investor.com/blogs/tradeview/89988.jsp

we continue to like PetronM for the undemanding valuation but most importantly, its prospect is still intact esp based on its margin of refinery.

we continue to like RCE Cap and believe the price is far below its true fair value

Latest QR on Peterlabs
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0171

Admin, appreciate if you please post our 9th Value Pick Peterlabs article which was published last week
http://klse.i3investor.com/blogs/tradeview/123300.jsp

Hit our TP.

Hit our TP.

Hit our TP.

Hit our TP.

Hit our TP.

The 9th value pick for 2017 - http://klse.i3investor.com/blogs/tradeview/123300.jsp

Advise to all who read our article and entered CCK at 64 sens, please note CCK has done very well with 30+% return in 5 months. Those happy with profits, do not forget to take profit. Those who intend to hold and ride, do not do so solely because of CIMB's report. While CCK is fundamentally sound, the earnings will have to improve gradually every Q to reach CIMB's TP. Which means if you hold, must be prepared for long term investment horizon.

When we called Kronologi at 35 sens, our TP based on its fair valuation is 45 sens. It hit the TP last week and further exceeded the FV to hit a new 52 week high of 49.5 sens. To us, it is normal for profit taking as it is within expectation considering the sharp increase in such a short span of time. The first support is 45 sens followed by a strong support at 40 sens. FYI to all. Those that missed Krono can consider collecting on retracement.

When we called Kronologi at 35 sens, our TP based on its fair valuation is 45 sens. It hit the TP last week and further exceeded the FV to hit a new 52 week high of 49.5 sens. To us, it is normal for profit taking as it is within expectation considering the sharp increase in such a short span of time. The first support is 45 sens followed by a strong support at 40 sens. FYI to all. Those that missed Krono can consider collecting on retracement.

Enjoy the winnings. Do not forget to set your trailing stop..

This is a good day for us as we were one of the earliest call on CCK when it was 61 sens. After the ups and downs, it is back to our initial TP of 70 sens. There were many doubters when we called CCK and with this performance today, we are very happy with the performance. Enjoy the winnings all. https://klse.i3investor.com/blogs/tradeview/113493.jsp

Well done Krono. Enjoy the upside all. Have a read for those who are not sure why Krono is good. https://klse.i3investor.com/blogs/tradeview/120753.jsp

we called it around 2 months ago to the public at RM1.65. Today move is very near our TP of RM1.90. We are extremely happy with the outcome. Within expectation.
http://klse.i3investor.com/blogs/tradeview/117303.jsp

well done. 7% DY at current price

https://klse.i3investor.com/blogs/tradeview/120753.jsp

Value Pick No.7 FYI to all

Good move today to break above RM2.60. May potentially start the next upleg.

Many have asked whether there is more upside to EWI. In short, as one of the few who did an in depth research and write up on EWI, my only advise is to be prepared to hold mid to long term to enjoy these upsides. Contribution of the overseas sales will kick in 2018 as properties sold overseas require only 10% downpayment and balance upon completion. EWI has strong management, good overseas property in good locations. Long term it is definitely a solid fundamental company. With Guoco as strategic investor, there are also opp for both to work on realising synergistic opportunities to unlock the values of Guoco's overseas assets for redevelopment.

undervalued with good earnings from recurring income and strong DY.

still like this very much

i still like this

strong volume and largest one in 4 weeks signify buying either by funds / institution / significant investor. Broke downtrend line too. Which is good

on D&O https://klse.i3investor.com/blogs/tradeview/119109.jsp

https://klse.i3investor.com/blogs/tradeview/119109.jsp on notion

Pohuat results is spectacular. Well done to the management for keeping to their words

I still like PetronM

on Digi https://klse.i3investor.com/blogs/tradeview/118584.jsp

post on pohuat https://klse.i3investor.com/blogs/tradeview/118584.jsp

KYY wasnt an investor of YeeLee. The information above is inaccurate. New post on yeelee https://klse.i3investor.com/blogs/tradeview/118584.jsp