Posted by kcchongnz > 2013-12-14 10:17 | Report Abuse

umm, am I trying to do this too; to stand behind the shoulder of Benjamin Graham?

Posted by sephiroth > 2013-12-14 10:20 | Report Abuse

Your (genuine) story will spread, sooner than later. That will lead to value unlocking.

kcchongnz, the above describe exactly what you contribute to this forum, many many forum members including me make a lot of profit because of your detail FA analysis. thanks a lot

Posted by aunloke > 2013-12-14 10:35 | Report Abuse

OK, we all make good profit but what about next year ? Going forward the market looks hard to invest, any good suggestion ?

Posted by sephiroth > 2013-12-14 14:30 | Report Abuse

aunloke, congrats on yr superior return on YOCB, btw it's still not too late to join homeritz(est FY14 eps 0.12/pe 5X only), latitud (est FY14 eps 0.38-0.40/PE 5X only), L&G (net cash 40.8 sen(negative- loan stock conversion) unbilled sales RM800m, RM200m profit to be recognise in 3 yrs

My TP for Homeritz PE 8X RM0.96, Latitud PE 8X RM3.04-3.20)

Posted by sephiroth > 2013-12-14 14:37 | Report Abuse

advanced economies Europe/US DEFINITELY recovering = much stronger USD/Euro = really positive for furniture stocks, a note from LIIHEN


Current year prospects

The Group’s third quarter’s results of 2013 might indicated some sign of recovery in the advanced economies, however with the negative factors still lingering in the global world economy and the tapering of QE 3 in United States of America, the performance of the Group for the forthcoming quarter of 2013 will be still challenging and uncertain.


and from HOMERITZ
The Group’s revenue and PBT for the Q4FY2013 improved by about 26.7% and 111.3% respectively compared with the preceding quarter Q3FY2013. The increase in revenue was attributed in the increase in volume of product sold and strengthening of US Dollar in the Q4FY2013.
As of the improvement in revenue, the Group achieve a better economic of scale which have resulted in a better profit margin.

Posted by aunloke > 2013-12-14 14:51 | Report Abuse

Sephiroth , thanks for your suggestion yes I may joint you in Homeritz.

Posted by sephiroth > 2013-12-14 14:53 | Report Abuse

strong USD is imminent due to tapering by 1Q14

Posted by Ariffong > 2013-12-14 23:24 | Report Abuse

I agreed, what benjamin graham said,in xabull run there are so many good value stock to pick ,where as in bear market stock with value will shine better and higher price.cos the highlight follows the dow trend

Posted by Ariffong > 2013-12-14 23:31 | Report Abuse

Sorry,what i want to say stock s that shine in the bull run will ease in the bear market ,but value stock which was not notice or know their value will advance ,if ture value news been spread by you guys that eg.