Posted by Kevin Wong > 2014-09-16 20:01 | Report Abuse

Awesome KC Chong! Care to share with us on the kind of returns you have achieved since you started investing?

Posted by kcchongnz > 2014-09-16 20:11 | Report Abuse

Kevin,

to tell you the truth. When I fist started investing, even after investing for more than 10 years, I loss money most of the time. That was because I did not have the necessary knowledge and experience.

I am glad to say that that is the past. My return in the last 5 years plus is very closed to what I have shared with you so far in this website on my first portfolio put up in January 2013, though some of the stock holdings have generally changed.

But bear in mind that this 5 years have been very kind to most investors anyway.

Posted by Kevin Wong > 2014-09-16 21:09 | Report Abuse

Thanks KC for sharing. Wishing you success & prosperity in your investments.

Posted by emperor > 2014-09-16 21:36 | Report Abuse

Hi KCChong, no doubt that Kuchai is a fundamental sound company with a financial ratio and intrisic value of Rm 5.5 based on book value and EPS. I am just wondering whether the consistency of earning per share every quarterly as well important? From what i have observed this company, the EPS is not always positively consistent and how will it impact the quality of price of this stock? Other issue is what will the impact when GST implement next year as this company income resource from leasing of properties?

Posted by inwest88 > 2014-09-16 22:21 | Report Abuse

Like !

Posted by Aba Saw > 2014-09-16 22:24 | Report Abuse

Many thanks for those useful info you've posted. I somehow found out you haven't include INSAS in your portfolio just posted. Please comment. Pardon me if i'm wrong. Thanks again.

Posted by RonnieKimLondon > 2014-09-16 22:34 | Report Abuse

Hi KC. Thank you for the great postings & honesty.

Posted by nsyee28282828 > 2014-09-16 22:55 | Report Abuse

Hi KC I am new in the world of shares investing.
What is your advise to me if i am to invest in hohup, knm and unisem now..thanks

Posted by AyamKFC > 2014-09-16 22:55 | Report Abuse

http://klse.i3investor.com/blogs/kcchongnz/58905.jsp
Why not included above?
Maybank-C6. 10.5sen date recommended now 8sen. Furthermore we are asked to bet RM100,600 not small amount.

Posted by klsetitan > 2014-09-16 23:10 | Report Abuse

KC, thanks for your sharing, i enjoy all of your postings not to mention i learn a lot from your postings.

Posted by Frank Soweto > 2014-09-16 23:21 | Report Abuse

Posted by nsyee28282828 > Sep 16, 2014 10:55 PM | Report Abuse
Hi KC I am new in the world of shares investing.
What is your advise to me if i am to invest in hohup, knm and unisem now..thanks

I'm not Kc but sure can help u a bit here. I dunno about the other 2 stocks u mentioned but am pretty familiar with KNM. First let me ask u whether u know who is General 'Wolf' Lee or not? if u do not know u better go to KNM thread n read from page 1 to the current page. based on previous experience when 'investing' in KNM ( LOL investing to those brave hearts there but for me I call it SPECULATING or worst GAMBLING LOL) after a while u will foam in your mouth,then feeling pening n followed by pengsaning ( at this stage u will likely be very disoriented) then last stage will be jumping of the building coz u will lose so much money until you will not remember your parents name. Then u will no longer be here n your nick will be changed to nsyee166444444. Since u're new n have some $$$ u might as well learn from the man itself by attending in his course - after all you're gonna burn your $$$ in KNM why not use it to improve your knowledge. That my fren will be the best advice u will get FOC not to mention that some day you will be richly rewarded in knowledge n also wealth. when that happen dun forget to do some charity work :)

Posted by kcchongnz > 2014-09-17 02:14 | Report Abuse

Posted by AyamKFC > Sep 16, 2014 10:55 PM | Report Abuse
http://klse.i3investor.com/blogs/kcchongnz/58905.jsp
Why not included above?
Maybank-C6. 10.5sen date recommended now 8sen. Furthermore we are asked to bet RM100,600 not small amount.

Excellent comment. But let me ask you some questions about my post.

1) Is the post an educational or a recommendation to punt?
2) Where is the specific "recommend" you are talking about?
3) Where is the phrase I used to ask you to bet RM100,600?
4) Did I say you "invest" in C6, or "punt"?
5) Do you know why I specifically use the term mentioned?
6) Did I emphasize on financial risk management or speculation?
7) do you understand what I wrote< anyhthing at all?

Posted by tsy88 > 2014-09-17 04:27 | Report Abuse

Good morning kcchongnz- am very interested in your said course on investing for long term. May I know how much is fee charged? Thank you.

Posted by speakup > 2014-09-17 07:37 | Report Abuse

One investment grade counter which is overlooked is Westport.
Maybank give TP 3.30
TA give TP 3.48.

Posted by kcchongnz > 2014-09-17 09:54 | Report Abuse

Posted by emperor > Sep 16, 2014 09:36 PM | Report Abuse
Hi KCChong, no doubt that Kuchai is a fundamental sound company with a financial ratio and intrisic value of Rm 5.5 based on book value and EPS. I am just wondering whether the consistency of earning per share every quarterly as well important? From what i have observed this company, the EPS is not always positively consistent and how will it impact the quality of price of this stock? Other issue is what will the impact when GST implement next year as this company income resource from leasing of properties?

emperor, good comments. Just to make a couple of comments to your post:
1)Kuchai definitely doesn't worth RM5.50, no matter which way you look at it.
2)The value of Kuchai doesn't come from its earnings power, but on its quality assets value. So earnings stability is not what we should look at, but assets value. You are encouraged to read my post here:

http://klse.i3investor.com/blogs/kcchongnz/45296.jsp

I was talking about two investment thesis on Kuchai
a) Negative enterprise value
b) Net current asset value

These are proven investment strategy. You can also learn about them if you join my course.

3) Its property is in Singapore. So I don't think apa ini GST implemented next year is irrelevant. Anyway, its income from this only business is peanut for them.

Posted by kcchongnz > 2014-09-17 10:02 | Report Abuse

Posted by tsy88 > Sep 17, 2014 04:27 AM | Report Abuse
Good morning kcchongnz- am very interested in your said course on investing for long term. May I know how much is fee charged? Thank you.

Send me a email.

Posted by kcchongnz > 2014-09-17 10:18 | Report Abuse

Posted by Aba Saw > Sep 16, 2014 10:24 PM | Report Abuse
Many thanks for those useful info you've posted. I somehow found out you haven't include INSAS in your portfolio just posted. Please comment. Pardon me if i'm wrong. Thanks again.

Yeah, I talk about Insas in a net current asset value somewhere but I haven't found it. May be you could let us know which post of mine was that.

Insas at RM1.23 is damn cheap, also looking from its quality asset wise. Don't know why it can't move. Probably investors don't like the preference share proposal. But it comes with "free" warrants. How come this doesn't appeal to investors like it normally do. May be investors don't like this preference share thingy as it has so much cash, why does it need this preference share issue?

But the point is, it is damn cheap.

Posted by datuk > 2014-09-17 10:24 | Report Abuse

thumbs up!!!!

Posted by tpchuayap > 2014-09-17 10:28 | Report Abuse

thanks for sharing

Posted by kcchongnz > 2014-09-17 10:51 | Report Abuse

Posted by nsyee28282828 > Sep 16, 2014 10:55 PM | Report Abuse
Hi KC I am new in the world of shares investing.
What is your advise to me if i am to invest in hohup, knm and unisem now..thanks

I tell you nsyee28282828, few people know KNM better than Frank Soweto. I guess it is best to listen to him on this. He is the best on KNM.

Regarding Hohup and Unisem, I also don't know as I don't follow them. But actually you would be able to judge by yourself, and is best to judge by yourself, once you have learned some fundamentals of investing.

Seriously if you want to be successful in investing, you must know how to read financial statements, and do some valuations. This is the language of business, as you invest in stock, you invest in part of a business.

Posted by stockoperator > 2014-09-17 12:43 | Report Abuse

Thanks for sharing KC. Keep it up.

Posted by coolio > 2014-09-17 14:02 | Report Abuse

I'm a KC student, glad to be his student & great to be his first batch student! what I can say is I really benefited from his course. He inspire you, entertain you (with winning stocks), and you end up learning tons of knowledge even in short period of time and you will be able to pick your own winning stocks! Cheers

Posted by CCCL > 2014-09-17 22:40 | Report Abuse

Hi KC, can Fiamma becomes winning stock. Thank you in advance.

Posted by kcchongnz > 2014-09-18 05:36 | Report Abuse

Posted by CCCL > Sep 17, 2014 10:40 PM | Report Abuse
Hi KC, can Fiamma becomes winning stock. Thank you in advance.


Fimma I think is good. but that is a very superficial statement. Value investors don't know everything. They have to do a lot of work such as read the annual report, understand its business, study its past performance, gauge its future, try value it etc. Mind you, there are hundreds of companies in Bursa.

But you would be able to do it once you have learned the fundamentals, do on almost any company you are interested in, but that also will be limited to your circle of competence too.

I don't know Fimma detail enough to give an opinion.

Posted by fortunebullllz > 2014-09-18 10:06 | Report Abuse

Hah ! KCChong, this is good one. But you have forgotten. almost all here are contra player or short term player. longterm investment, build strong investing foundation etc is not in their dictionary !! Only after they have got burnt, then maybe, maybe only, they will start to talk about longterm investment, build strong investing foundation bla bla bla....

Posted by kcchongnz > 2014-09-18 11:01 | Report Abuse

Posted by fortunebullllz > Sep 18, 2014 10:06 AM | Report Abuse

Hah ! KCChong, this is good one. But you have forgotten. almost all here are contra player or short term player. longterm investment, build strong investing foundation etc is not in their dictionary !! Only after they have got burnt, then maybe, maybe only, they will start to talk about longterm investment, build strong investing foundation bla bla bla....

"Hah ! KCChong, this is good one"?
I think I know what you mean by your this statement above. But let me tell you you are wrong again. I don't do things like this. I don't need to.

I notice you used to write a lot and you have a lot of followers. Surprised you have a total of only 38 posts? It is more like 38000 posts I thought. the following is one of your recent posts in Hovid thread.

[Posted by fortunebullllz > Aug 8, 2014 10:08 AM | Report Abuse
I collected when it is 15cen. How's that! sound like bull story?]

Yes, you are the one forumers who want to get rich here must follow. Hovid is trading at 40.5 sen now! I just want to let others know, this is not the only fantastic call with the incredible result, you have made tons of them. Bravo.

No, I haven't forgotten "almost all here are contra player or short term player" as you mentioned in your post. There are many who really want to build up long-term wealth. They know there is no other way which gives them better probability of achieving that. For your information, the response of the course is immense. That is why I do not have to do what you think I am doing.

Posted by inwest88 > 2014-09-20 19:43 | Report Abuse

Frank - I always like and enjoy reading your comments, particularly on KNM and General Lee. Like KC, no one knows KNM better than your good self. Have a pleasant week-end. Hope you can join us for a meal next time.

Posted by inwest88 > 2014-09-20 19:46 | Report Abuse

tsy88 - saw your posting here. I would strongly recommend that you learn from KC. It will definitely put you in a better footing in making profits from the market, albeit on a longer term basis. More importantly you will be able to gain immense FA knowledge from his coaching as what SS661 mentioned.

Posted by Frank Soweto > 2014-09-23 04:34 | Report Abuse

Hi Invest88, thanks for the kind words always n hope all is well with you :) Kc is being too complimentary on me on KNM :) yes I do know about the modus operadi of General 'Wolf' Lee and unfortunately found out the hard way :( but better late than never :) However, when it comes to doing a complete forensic CSI shenanigans on the data of KNM FA Kcchongnz is the best :) dun forget that we're ( well I should put it more appropriately as the punters or gamblers) dealing with one of the most savvy,creative n brutal CEO in bolihland. General 'wolf' Lee is already one of the richest in bolihland despite his share dropping from 10 bucks to present. no need to keep contributing to him. when you even THINK of whether to 'invest' in KNM u might as well use the $$$ to learn from KC as you have absolutely NO FA knowledge at all. I'm sharing this coz when I first came to i3 some very kind people pointed me the right direction to invest n if me who dun even buy the flavors of the day or hardly ever punt on speculative shares can be crushed by the Big Bad General ( bought KNM solely becoz 9/10 research houses had a strong recommended buy n also epf was substantial holder - does it sound familiar now :) )I do not see any hope of survivors. sure you can win some punts especially now that market has been bullish for a few years but if you keep punting on all these speculative ones sooner or later it will catch up n u will kena kaw2.

Like u mentioned above to tsy88 the small money spent on Kc's course will be the best ever lesson you'll have when it comes to FA investing. if you're new n do not know Kc or even doubt whether he is the real deal n worry about the small fees - very easy my fren - just read his postings from the first page onwards (must make at least some effort la n dun expect to be successful if forever sitting waiting to be fed) - guarantee u will learn a lot from his postings :) after that u can decide :) let me warn u here first - this KC is also a golf addict n before he decide to retire on to the course u better act fast - opportunities like this do not come very often. I might sound like i'm promoting his course LOL- he definitely does not need it - but for me I always have the highest respect n admiration for the very few good people here n KCchongnz is definitely one of them. oh by the way thanks much in advance for your invitation - if I have a chance I sure will :) Likewise if you're in this part of the world pls contact me :) hope you will have continue success investing in many many more years to come :) cheers

Posted by fusing79 > 2014-09-23 17:17 | Report Abuse

may I know is MFCB still good? Base on FA the pass record is good, but the contracts on hand is going to expire.....so future is good? how to predict future

Posted by inwest88 > 2014-09-23 18:58 | Report Abuse

Frank - absolutely agree with all that you said and thanks. Yup, KC is indeed a golf addict but unfortunately I am not. All I can do is to bring him for some good food. I too wish that you continue to reap gains from the market. I am just a small player and often contented with earning some money for beers and whisky. Cheers !

Posted by kcchongnz > 2014-09-24 18:32 | Report Abuse

Posted by fusing79 > Sep 23, 2014 05:17 PM | Report Abuse
may I know is MFCB still good? Base on FA the pass record is good, but the contracts on hand is going to expire.....so future is good? how to predict future

"how to predict future"?

How I wish I could do that! By the way, nobody can predict the future in the of the company. If he says he can, go far far away.

Investment bankers, professional analysts can sort of make some guesses by studying the macro, the industry, the company, interview the company management, its consumer etc, but that is still just a guess. Anyway, not sure the majority of them even do those things or not, which they should.

Unfortunately research has shown that the "guesses", even by the professionals, are normally out by a fair bit most of the time.

My personal experience shows although investing must be forward looking, sometimes the rear mirrors can help a lot.

"History does not repeat itself, but it rhymes" Mark Twain.

So do learn how to read annual reports, and have a feel of value.