Posted by 3iii > 2018-07-08 18:11 | Report Abuse

>>>However, i will still invest in Companies that are currently of pretty good value such as OSK, Orient, Plenitude, Gadang, Mahsing, Tropicana etc. <<<<


I don't think these are GREAT companies.

Posted by 3iii > 2018-07-08 18:15 |

Post removed.Why?

Posted by dunspace > 2018-07-08 18:36 | Report Abuse

The problem with value investing (like Graham) in Malaysia is the lack of corporate governance and shareholder activity. The management is not under scrutiny by the public and neglects their shareholders. A prime example now is Insas.

Posted by Apabagus > 2018-07-08 20:10 | Report Abuse

Everyday talk nta.Do you know what nta really stand for?Mention only your winning stocks and skip the craps like mpland and mrcb.Pathetic.

Posted by Apabagus > 2018-07-08 20:12 | Report Abuse

Btw,you ever heard of net realisable value sorchai?

Posted by Apabagus > 2018-07-08 20:34 | Report Abuse

Mpcorp 4.5 sen,very good sorchai.

Posted by Apabagus > 2018-07-08 20:35 | Report Abuse

How much you lost in mpcorp,sorchai?
Still wanna talk nta,diu!

Posted by Jon Choivo > 2018-07-09 02:16 | Report Abuse

iii >>>However, i will still invest in Companies that are currently of pretty good value such as OSK, Orient, Plenitude, Gadang, Mahsing, Tropicana etc. <<<<


I don't think these are GREAT companies.
08/07/2018 18:11
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I agree, but the price maketh the investment, and they are good companies are very cheap prices.

And you will not lose money over the long run investing in these. Which is the number one rule.

Posted by Jon Choivo > 2018-07-09 02:19 | Report Abuse

And more than 50% of my investments are in what I consider to be fantastic companies. And decent to cheap prices.

I wonder if I should buy more, but the concentration is scaring me a little. I'm waiting for the annual reports to be out, so that I can study and make my decision then.

Posted by 3iii > 2018-07-09 08:29 |

Post removed.Why?

Posted by uptrending > 2018-07-09 11:18 | Report Abuse

3iii

Can you name a few companies listed in Bursa which fulfill the criteria you mentioned above?

Thanks.

Posted by jibbie > 2018-07-09 16:45 | Report Abuse

jon, i was reading your article about time. If you compare time with TM, TM has lower PE and better ROE than Time. Wouldn't that make TM better investment than Time?

Posted by Jon Choivo > 2018-07-09 18:00 | Report Abuse

Look at how much debt TM is holding. and calculate out the normal ROE.

But, given how much it has dropped. Tm definitely does look good. But valuations is now merely at the same price as TIME, instead of being vastly more expensive.

Posted by Unlevered > 2018-07-09 22:41 | Report Abuse

Sometimes it’s really hard to pull the trigger on good companies with high pe. Anyways good article!

Posted by Jon Choivo > 2018-07-10 00:29 | Report Abuse

He would likely suggest lpi and pbbank. Both of which are not that expensive, considering what you're getting.
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uptrending 3iii

Can you name a few companies listed in Bursa which fulfill the criteria you mentioned above?

Thanks.
09/07/2018 11:18

Posted by Jon Choivo > 2018-07-10 00:32 | Report Abuse

Definitely, I've only pulled the trigger for one.

Its far better to be humble and got for the low pe and low pb stocks. The probability of doing well over the long term is higher, as the chances of you losing money is lower.

And sometimes you eve get to buy these high performance stocks at very low prices!

Research and deep analysis is the cure to indecision. You will know whether to buy or not.

And for a high roe stock at higher than usual pe. Must really study a few times. Until you know the business so well, that a few bad quarters won't really affect you, and you can still keep buying.


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Unlevered Sometimes it’s really hard to pull the trigger on good companies with high pe. Anyways good article!
09/07/2018 22:41

Posted by Hasnulhalim88 > 2018-08-21 01:28 | Report Abuse

Great articles...thanks