Posted by cheoky > 2016-12-01 14:14 | Report Abuse

good analogy. But the decision to categorise a stock either a coconut or rain coat is not so clear cut in my opinion. Thus, how do you conclude the stock is costing the opportunity cost? It is only on hindsight can you conclude so right? MHK might become a coconut this month with rising CPO and good location landbank. CSC might become a raincoat with world steel price u turning... All this hindsight can we confidently said so. So how?

Posted by stockmanmy > 2016-12-01 15:09 | Report Abuse

export stocks is the best raincoat for the coming rainy season.

Posted by commoner > 2016-12-01 22:54 | Report Abuse

Thanks buddyinvest for the article. It is simple yet educative, brilliant!

Stocking goods with higher demand is certainly a wiser choice. Increase in inventory turnover doesn’t only drive revenue and profits higher; share price, which moves in tandem with profit growth, will also be catapulted upward.

Posted by andy87 > 2016-12-01 23:29 | Report Abuse

cscstel again? hmm...time to sell then.

Posted by stockraider > 2016-12-01 23:45 | Report Abuse

Just imagine every retailers will be stocking raincoats during the rainy seasons, and hence they need to dispose it cheap when the rainy season is over loh...!!

Thus during rainy season bcos of huge stocking and competition...u cannot sell expensive even demand are high mah !!

Thus chasing....popular or season...can only be...hit and run play loh..!!
when rainy seasons....over KYY....sell cheap cheap and share price crash mah....!!

This what happen to KYY... VS, Liihen, Flb, Latitude, all crashed drastically when season over loh....!!

Don invest short term....go for longer term...margin of safety play...a better preposition loh...!!

Posted by stockmanmy > 2016-12-01 23:49 | Report Abuse

Professionals take action
Amateurs become frozen soldiers and call it long term ......

Posted by stockraider > 2016-12-02 00:00 | Report Abuse

Remember Ben Graham Mr Market....Buy when Mr Market sell cheap cheap...when pessimistic......and undervalue ....with great margin of safety loh....!!

Sell when Mr Market is very optimistic....and chase the stock high high to overvaluation mah....!!

The key for determination of buying is valuation and margin of safety loh......!!

Posted by Bizfuneng > 2016-12-21 13:27 | Report Abuse

I give this adv a BIG LIKE stockraider :

The key for determination of buying is valuation and margin of safety loh......!!