Posted by teareader818 > 2018-09-02 20:24 | Report Abuse

Good read. Look forward to actual examples.

Posted by Jon Choivo > 2018-09-02 20:25 | Report Abuse

The new layhong one is a fantastic example. Thought he's not so much a quarter predictor.

My guess is that either a fund manager asked an associate to do, or it's wealth wizard.

This is not the first time that guy has written a goreng ish report.

Posted by VenFx > 2018-09-02 20:34 | Report Abuse

Jon, u owe an explain for concluding your above remarks.
Else, its just a bold saying.

Hehe, need you to talk down LayHong for me ma

Posted by Alex™ > 2018-09-02 20:37 | Report Abuse

prediction camouflaged as an art? This is speculation at best.

Posted by klee > 2018-09-02 21:06 | Report Abuse

Jon,you wrote numerous articles which i am lazy to read.The reason...you are not tested n proven.Period.

Posted by NoctisShadow > 2018-09-02 21:20 | Report Abuse

This post should be dedicated to ChickenKing as it seems very much directed to him and his recent articles that made a splash on I3. All made sense after your comment about Lay Hong fitting the bill. Don't think it is fair to critique others just because a few of his articles garnered a lot more attention and potentially challenging your popularity here.

How many years have you been investing? How many sectors do you truly understand? Do you understand other methods such as TA enough to repeatedly condemn it? You may write a lot of articles on I3 and even collect fees from several forumers. But the fact you spend so much time on I3 and claim to be an auditor makes me wonder, how much time do you actually have left to hone your skills as an investor? Or maybe blogging is the main skill.

Coming up with multiple articles to condemn other popular bloggers such as KYY to garner more followers on your part might actually back fire.

I have no articles, no rich and successful investing experience, but I am lucky to have a sharp observation, I hope. All the best to your future endeavors, please be fair.

Posted by Jon Choivo > 2018-09-02 22:24 | Report Abuse

Nope, chicken King post actually is pretty non quarter predictive.

If he wanted to do one, he would have referenced feed cost etc which have fallen and egg price which has gone up. Wait did he, not sure.

Having said that, his research is fantastic.

I am not the only one who is realize the power of i3 in Malaysian markets.

The article was incredibly professionally written, very very well organised, perfect formatting, with all the key information a trader and investor would want.

There is no way this was done by a first timer, as the account would suggest, or someone who got stuck and wanted to incite sentiment. That one would have been sloppy.

This was not his first piece that was done this way. My bet is that he is either a fund manager, or someone hired by a fund manager to write it out properly.

Don't be a fool. Having said that, I have layhong shares that I bought near the bottom and I may buy more, so I'm not going to mess up a good thing.
======

NoctisShadow This post should be dedicated to ChickenKing as it seems very much directed to him and his recent articles that made a splash on I3. All made sense after your comment about Lay Hong fitting the bill. Don't think it is fair to critique others just because a few of his articles garnered a lot more attention and potentially challenging your popularity here.

How many years have you been investing? How many sectors do you truly understand? Do you understand other methods such as TA enough to repeatedly condemn it? You may write a lot of articles on I3 and even collect fees from several forumers. But the fact you spend so much time on I3 and claim to be an auditor makes me wonder, how much time do you actually have left to hone your skills as an investor? Or maybe blogging is the main skill.

Coming up with multiple articles to condemn other popular bloggers such as KYY to garner more followers on your part might actually back fire.

I have no articles, no rich and successful investing experience, but I am lucky to have a sharp observation, I hope. All the best to your future endeavors, please be fair.
02/09/2018 21:20

Posted by Jon Choivo > 2018-09-02 22:26 | Report Abuse

I am fully aware of layhongs weak points, but as I am not sure and it is just a punt for me. I'm more than happy to have someone fry it up for me. Haha.

Posted by Jon Choivo > 2018-09-02 22:31 | Report Abuse

Now, you might ask, why would a fund manager write that up if he believes it is cheap?

Well, it's simple. He is not sure. Or, he has gone all in and cannot buy more. Or, like all managers he has a one or two year perspective and need the share price to go up NOW.

If I was a fund manager paid a salary by cimb say, well, I can almost see myself doing that.

Posted by 3iii > 2018-09-03 19:49 |

Post removed.Why?

Posted by ccc1 > 2018-09-03 19:53 | Report Abuse

investing is actually speculating.
===============


investing speculating trading....all same, except expected holding period.

Posted by ccc1 > 2018-09-03 19:54 | Report Abuse

holding period less than 12 months, better don't call investing.

Posted by ccc1 > 2018-09-03 19:55 | Report Abuse

speculations gone wrong, don't know can call investments or not?

Posted by soojinhou > 2018-09-04 07:58 | Report Abuse

Now since I've taken care of lionind, got a bit of time to be intellectual. Now everybody knows the highest upside is found for companies at inflection point where you take a bet on something that hasn't happen yet but if the anticipated result fits your forecast model, you'll make a fortune. That's not a secret, that's common knowledge. There are simply people who bother to work hard to find these opportunities. But since it hasn't happen yet, it is still cheap, and market hasn't realize yet. A bull run like that is like having AEM at 1100% gain in 2 years. What's your best performer? Want to compare?

And it's not even that I want to brag about it, many are also losers. It's just my strategy of qualitative forecasting facilitated me in finding this gem, before market found out about it. I bet to you, many of the top contributors in i3, in spite of this shitty year, are making way above buffett levels. Why the hell need to follow buffett if we are beating him by a large margin? For ikan bilis like us, agility is our weapon. Find a few big runners a year, overweight appropriately, and close the year above Buffett's.

So you can think of quarter to quarter predictors as people like that. People who actually go deep into research and try to find such opportunities. It's not an evil scheme trying to swindle the investing public. If we are wrong, we suffer financial losses too, coz after all, who wants to write about companies that doesn't have a catalyst? Why quarter to quarter? Because determining the impact of that catalyst is the path to a the sky raining gold! Who wouldn't monitor their stock closely to judge the impact of the catalyst?

Above Buffett levels can be humanly achieved, just need to work at it. Look around you man, many of these people made a fortune from stocks, just chill man. There's more ways to skin a cat than ours. And take a look at Petron, very defensive, one for your portfolio.

Posted by Sslee > 2018-09-04 09:08 | Report Abuse

Dear all,
If you look at the research house covering the stocks, their stock analysts are required to make recommendation on the latest price targets every quarter when stocks they covered announce their financial result. They then give their rating: buy, hold or sell. In US if a stock miss their quarterly EPS target can be punished by the share price dropping severely.
The only different is that the research house analyst should not hold any share they covered. Whereas all those write in i3 had their vested interest.

Thank you

Posted by stockraider > 2018-09-04 10:43 | Report Abuse

U need understand this loh....in USA those analyst are professional people, they are paid salary mah....in msia I3...we makan sendiri...those promote are here beside...profit element or out of friendly social element...thus u should not expect same like usa mah...!!

Posted by Sslee > Sep 4, 2018 09:08 AM | Report Abuse

Dear all,
If you look at the research house covering the stocks, their stock analysts are required to make recommendation on the latest price targets every quarter when stocks they covered announce their financial result. They then give their rating: buy, hold or sell. In US if a stock miss their quarterly EPS target can be punished by the share price dropping severely.
The only different is that the research house analyst should not hold any share they covered. Whereas all those write in i3 had their vested interest.

Thank you

Posted by Jon Choivo > 2018-09-04 13:56 | Report Abuse

Dear Sslee,

Everyone writing you research have their own motives.

Writers who own the stock, want it to go up.
Writers who short the stock, want it to go down.
Analyst who don't own the stock, want either a reputation of being a very thorough or insightful analyst, or satisfy management who will be paying them to do coverage, or satisfy other motives.

We need to be very clear about incentives, in order to know where others are coming from.


=====

Dear Soujinhou,

I never said quarter predictors are evil etc. Anyway, lets not get into that, neither of us will learn anything from that discussion.

I want to know your thought process on buying AEM then, and why you bought it. In addition, when it went up, did it go up in line with your insight, or a completely different factor?

In addition, what is difference between the decision making behind AEM which went up 1100% and others which did not do well?

How did you ensure that the gains from the ones you do well on, far exceed those you don't?

If without AEM, how would your results be? If it is negative or very mediocre, how do you know its not due to luck, and that you will be able to catch more AEM's.

I'm very curious.

Posted by qqq3 > 2018-09-04 14:03 | Report Abuse

no one should depend on IB analysts for opinions....only for information, can la.

on the other hand, nowadays, information every where.