12 people like this.

54 comment(s). Last comment by kcchongnz 2017-06-13 08:28

Surewin123

12,594 posts

Posted by Surewin123 > 2017-05-06 16:39 | Report Abuse

but ah, im small fry trader only. my family waits for me to pay bills, how? dividend need to wait so long and i can't grow my capital =(

walau2u

271 posts

Posted by walau2u > 2017-05-06 17:46 | Report Abuse

Kc, how about your prkcorp? Tq

greatnz

3 posts

Posted by greatnz > 2017-05-06 17:54 | Report Abuse

hi kc, thanks for your sharing. readers would benefit more by reading your articles, rather than those hot tips.

i have been following u for the last 3 years. i have a small request. could you do a write up about focus lumber? because it is in your Stock Pick 2017 and we would like to know more about the fundamentals, ROIC etc. thanks again.

have a good weekend.

greatnz

3 posts

Posted by greatnz > 2017-05-06 17:54 | Report Abuse

hi kc, thanks for your sharing. readers would benefit more by reading your articles, rather than those hot tips.

i have been following u for the last 3 years. i have a small request. could you do a write up about focus lumber? because it is in your Stock Pick 2017 and we would like to know more about the fundamentals, ROIC etc. thanks again.

have a good weekend.

speakup

26,998 posts

Posted by speakup > 2017-05-06 17:56 | Report Abuse

KC, what is your opinion of BPLANT which consistently pays about 8% dividend/year?

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-06 18:50 | Report Abuse

Wall Lone Buffalo very smart...he asks other CEOs to pay dividend , he himself never pays dividends.

3iii

13,159 posts

Posted by 3iii > 2017-05-06 19:06 | Report Abuse

1. Buy good quality growth stocks with durable competitive business advantage 2. High ROE of > 15% 3. High quality earnings that translate into large cash flow from operations. 4. Minimal cap expenditure, preferably < 25% of cash flow from operation, that is, high Free Cash Flow 5. Since company is growing its revenues, and earnings yearly, its FCF too grows as well 6. These companies generally has little debt, large cash flows and can play dividends. 7. Dividend payout ratio preferably between 30% to 70%, though companies like Nestle and DLady pay out almost 100% of earnings as dividends. Buying these companies is the equivalent of buying an equity bond of Warren Buffett. Your return = Dividend Yield + Growth in Dividends.

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-06 19:10 | Report Abuse

Bull market time dividend stock is the least favorited and cannot go up
Bear market time dividend stock also need to drop
Talk about value trap by the means of dividend

3iii

13,159 posts

Posted by 3iii > 2017-05-06 19:13 |

Post removed.Why?

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-06 19:21 | Report Abuse

If anyone is interested in dividend of 5-7% better put in EPF which is sure gain and no way can go down and loss money
Asb also a good alternative.

3iii

13,159 posts

Posted by 3iii > 2017-05-06 19:25 | Report Abuse

>>>Posted by PlsGiveBonus > May 6, 2017 07:21 PM | Report Abuse

If anyone is interested in dividend of 5-7% better put in EPF which is sure gain and no way can go down and loss money
Asb also a good alternative.<<<

I think you failed to understand KC's article. :-)

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-06 19:34 | Report Abuse

Dividend isn't useful in bull market
In bear market also drop too
Donald trump say dividend also need to drop
:))

musangfoxking

3,608 posts

Posted by musangfoxking > 2017-05-06 19:39 | Report Abuse

aiyoh, in bull market we not interested whether the company is good or not!!! we just want to hit n run!!!!!!!

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-06 19:54 | Report Abuse

translated...there is a time for every strategy.

This is X factor time




musangfoxking > May 6, 2017 07:39 PM | Report Abuse

aiyoh, in bull market we not interested whether the company is good or not!!! we just want to hit n run!!!!!!!

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:14 | Report Abuse

Posted by walau2u > May 6, 2017 05:46 PM | Report Abuse
Kc, how about your prkcorp? Tq

What about Prkcorp?

Haven't you learned a good lesson on a speculative endeavor on risk arbitrage from the article I wrote on it about a long four years ago. It was free too.

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:18 | Report Abuse

Posted by greatnz > May 6, 2017 05:54 PM | Report Abuse
hi kc, thanks for your sharing. readers would benefit more by reading your articles, rather than those hot tips.
i have been following u for the last 3 years. i have a small request. could you do a write up about focus lumber? because it is in your Stock Pick 2017 and we would like to know more about the fundamentals, ROIC etc. thanks again.
have a good weekend.

Glad that you found value in my articles. They are free too here.

Focus Lumber is a magic formula stock, high ROIC and low EY. it is also a good dividend yield stock and good cash flows, and with a clean balance sheet.

It is hence a very safe stock to invest for long-term. It is unlikely to go wrong in your investment.

However, it may not be exciting stock which does not have that kind of fantastic growth prospect due to its business nature.

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:20 | Report Abuse

Posted by speakup > May 6, 2017 05:56 PM | Report Abuse
KC, what is your opinion of BPLANT which consistently pays about 8% dividend/year?


I have bought this stock a few months ago and earn good dividend and capital appreciation. Still keep it.

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:22 | Report Abuse

Posted by PlsGiveBonus > May 6, 2017 07:10 PM | Report Abuse
Bull market time dividend stock is the least favorited and cannot go up
Bear market time dividend stock also need to drop
Talk about value trap by the means of dividend


Haven't I shown you that the share prices of those dividends stocks in this article that they have gone up in the bad market in 2016, and that they continue to go up during the bulls in the first three months of this year?

What value trap you are talking about?

What evidence you have for your statement?

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:26 | Report Abuse

Posted by 3iii > May 6, 2017 07:25 PM | Report Abuse
>>>Posted by PlsGiveBonus > May 6, 2017 07:21 PM | Report Abuse
If anyone is interested in dividend of 5-7% better put in EPF which is sure gain and no way can go down and loss money
Asb also a good alternative.<<<

I think you failed to understand KC's article. :-)

3iii, you are right. i also mentioned in the article this,

“In value investing, either you get it, or you don’t”

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:28 | Report Abuse

Posted by musangfoxking > May 6, 2017 07:39 PM | Report Abuse
aiyoh, in bull market we not interested whether the company is good or not!!! we just want to hit n run!!!!!!!


Good on you and best of luck, real luck. You need it. Don’t go out without it!

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 01:38 | Report Abuse

stockmanmy translated...there is a time for every strategy.
This is X factor time

Yeah, in bull market, "dynamite investing."

In bear market,"panic moment".

whatever they mean!

greatnz

3 posts

Posted by greatnz > 2017-05-07 14:10 | Report Abuse

Kc, your stock pick is in The edge magazine today!

http://klse.i3investor.com/blogs/greatnz/122310.jsp

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 14:16 | Report Abuse

you see...you are so wrong kc......

it is only in prolonged bear markets, that ratios, and formulas and bankruptcy tests based on audited accounts are invented and plays a significant role...

for now, people are better off reading the whole Annual Report, news and valuations of X factors.


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




kcchongnz > May 7, 2017 01:38 AM | Report Abuse

stockmanmy translated...there is a time for every strategy.
This is X factor time

Yeah, in bull market, "dynamite investing."

In bear market,"panic moment".

whatever they mean!

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-07 14:23 | Report Abuse

Most banking stock and tech stock is having most powerful bull run in the century which never been seen before, none of them seem to follow value investing rule
:))

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 14:26 | Report Abuse

carry on...you are on the right track.....


PlsGiveBonus > May 7, 2017 02:23 PM | Report Abuse

Most banking stock and tech stock is having most powerful bull run in the century which never been seen before, none of them seem to follow value investing rule
:))

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-07 14:30 | Report Abuse

Most powerful bull run stock in Dow Jone
Tech stock Apple Google Amd Nvda Fb...
Banking Jpm Wfc Bac C ...
Crypto currency : Bitcoin, ethereum, ripple,...

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-07 14:35 | Report Abuse

It is a waste of time to miss this bull run and betting on stock that cannot go up
:X

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 19:47 | Report Abuse

Value investors did not do well this year.

kc also no business.

I hope things will change for the better for him.

in the meantime, I stick to X factor.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 19:48 | Report Abuse

bitcoin, enormous run.

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-07 20:43 | Report Abuse

Wall run but fat also invest in Bitcoin
Wall run but fat is a flipper
:DD
While he teach you to buy value stock which is rigged to look good, rigged by his team. To trap the poor that believe in value, while he get richer and richer selling it.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 20:45 | Report Abuse

did he?
I always knew Wall Lone speaks from both sides of his mouth.

PlsGiveBonus > May 7, 2017 08:43 PM | Report Abuse

Wall run but fat also invest in Bitcoin

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 20:46 | Report Abuse

Wall Lone likes to tell other CEO to pay dividends but he never pays a single sen.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 20:53 | Report Abuse

valuations of audited accounts can be taught in universities and become popular memes.

but it is valuations of X factors that are priceless.

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-07 20:55 | Report Abuse

Who is rich enough to invest in it?
The world richest man
Who is the world richest man?
it is hard to not believe he is not into it while most of his peer who is richest too also involved into it.
Well it is surprising he also involved into gold flipping very long ago.
:DD

sell

2,456 posts

Posted by sell > 2017-05-07 21:00 | Report Abuse

194) kcchongnz +13.5%

Ranked 194 also must promote loud-loud? Why top 3 no promotion like KC?

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 22:14 | Report Abuse

Posted by stockmanmy > May 7, 2017 08:53 PM | Report Abuse
valuations of audited accounts can be taught in universities and become popular memes.
but it is valuations of X factors that are priceless.


Valuation of audited accounts?

What is that,Mr Accountant?????

Got teach "valuation of audited accounts" in university kah?

Valuations of X factors? You have written thousand times. What the hell is that? X factors? X factors? X factors priceless?

OMG, I am a head full of dew water!!!!!

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 22:17 | Report Abuse

Posted by sell > May 7, 2017 09:00 PM | Report Abuse
194) kcchongnz +13.5%
Ranked 194 also must promote loud-loud? Why top 3 no promotion like KC?

Is there anything wrong of obtaining 13.5% in 4 months?

Promote loud-loud? Got sound ah? Promotion of what?

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-07 22:29 | Report Abuse

Billionaire Mark Cuban bought a lot of bitcoins at the low.
He didn't need audited accounts for that.

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-05-07 22:36 | Report Abuse

Posted by stockmanmy > May 7, 2017 10:29 PM | Report Abuse
Billionaire Mark Cuban bought a lot of bitcoins at the low.
He didn't need audited accounts for that.


Buying bitcoins need audited account one ah? What kind of account is required, Mr Accountant?

ttwong

41 posts

Posted by ttwong > 2017-05-07 22:52 | Report Abuse

Hard to resist the "social proof". money game come into my mind.


During the Berkshire Hathaway’s annual shareholders’ meeting, a value investor from China asked Buffett and his right-hand man Charlie Munger for advice on how to spread the value investing philosophy in a market system where so many are speculating.

“There’s always some speculations, always some value investors in the market,” Buffett said.

The problem arises when people start to see others benefitting from playing the market.

“When speculation gets rampant and when you’re getting what I guess Charlie [Munger] would call ‘social proof’ that it’s worked recently, people can get very excited about speculating in markets. And, we will have it from time-to-time in the market,” Buffett said, adding, “There’s nothing more agonizing than to see your neighbor, who you think has an IQ 30 points below you, getting richer than you are by buying stocks, whether it’s internet stocks or whatever. And people succumb to it. They’ll succumb to it in this economy and elsewhere.”

stockraider

31,556 posts

Posted by stockraider > 2017-05-07 23:10 | Report Abuse

Warren Buffet and Charlie munger says....bcos mkt got many speculators and gamblers in a way give alot of opportunity for value investors loh....!!

But value investors need to be discipline and not to succumb to speculative frenzy and stick to time tested value investment loh..!!

Kc is a good testament what value investment should be mah...!!

keke

784 posts

Posted by keke > 2017-05-07 23:28 | Report Abuse

Whenever temptation is getting stonger and stronger, I just remind myself that there are certain type of money out there which are not for me to earn.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-08 02:18 | Report Abuse

tip for you...don't buy any thing that makes you nervous. No point one even if it skyrockets after you have bought.
Buy whatever makes you calm.
but
X factor will continue to be a very important of share price for the rest of 2017.




keke > May 7, 2017 11:28 PM | Report Abuse

Whenever temptation is getting stonger and stronger, I just remind myself that there are certain type of money out there which are not for me to earn.

samsambank

588 posts

Posted by samsambank > 2017-05-08 06:23 | Report Abuse

Hexza

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-08 22:00 | Report Abuse

Total crypto currency market cap is officially now 52.558 bn USD, or over 200 bn myr worth of market cap, it is more worthy than all klci components plc combined.
:DD

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-08 22:20 | Report Abuse

US$50 billion and still no guarantee of security yet.

PlsGiveBonus

3,749 posts

Posted by PlsGiveBonus > 2017-05-08 22:49 | Report Abuse

It is one of the best investment you can find in this decade
practically you do not spend money to get it, and it compound into a lot of wealth.
Take it for granted work every time
The last time piece of land is very abundant wealth, a lot of people take it for grant with no money down, now they enjoy the wealth from the piece of free land.

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-05-08 23:07 | Report Abuse

but still got hacking and people lost their bitcoins.

Yippy68

1,689 posts

Posted by Yippy68 > 2017-06-13 06:57 | Report Abuse

it is the dividend that made me rich as today. thank kc . i invested in reit for 9 years , with dividend and capital gain , and bplant after it dip to 1.25...i collected huge return from them. no one will believed.

kcchongnz

6,684 posts

Posted by kcchongnz > 2017-06-13 08:28 | Report Abuse

Posted by Yippy68 > Jun 13, 2017 06:57 AM | Report Abus
it is the dividend that made me rich as today. thank kc . i invested in reit for 9 years , with dividend and capital gain , and bplant after it dip to 1.25...i collected huge return from them. no one will believed.

Congrats Yippy.

That is partly what business sense is about.

Some others think that they have this, but they can't even articulate what it is. it is merely a business nonsense.

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