Posted by qqq3 > 2018-09-15 16:09 | Report Abuse

don't run away....continue from here

https://klse.i3investor.com/servlets/forum/600173926.jsp

and my comments

Posted by qqq3 > 2018-09-15 16:10 | Report Abuse

Business sense first.....u like its business, its reputation, its history, the people behind it, invest, trade, speculate , do any thing u like.

Posted by qqq3 > 2018-09-15 16:13 | Report Abuse

u don't like its business, its reputation, its history, the people behind it but u like the X factor............never mind.......hit and run, trade but don't buy and hold to eternity.


see.....investing is easy.

Posted by qqq3 > 2018-09-15 16:15 | Report Abuse

any share price has 2 components...

Share price = valuation of existing business + valuation of X factor.


valuation of X factor can be + or -

Posted by abang_misai > 2018-09-15 16:20 | Report Abuse

Apa khabar Hevea?

Posted by qqq3 > 2018-09-15 16:27 | Report Abuse

valuation of X factor can change very fast.

illustration....Sapura.....announced rights issue....huge negative X factor, share price plunged by 50%.

announcement of sale of 50% of upstream arm, for US$ 800 million enterprise value...share price up 50%.......

in between these two events nothing has changed......still the same business and the sale price is in the ball park valuation for proposed listing of the upstream arm...all well know already.....

what has changed? price down and up,

Posted by stockraider > 2018-09-15 16:28 | Report Abuse

ACTUALLY SHARE PRICE CAN CHANGE VERY FAST LOH....ON THE OTHER HAND VALUATION ONLY CHANGES SLOWLY LOH...!!

Posted by qqq3 > 2018-09-15 16:37 | Report Abuse

so what is value investing any way? u mean X factor got no value one ah?

Posted by qqq3 > 2018-09-15 16:41 | Report Abuse

what can be more tangible, more quantifiable than assets already in the Balance Sheet?

value investor? go and buy up all the dead shares la....a Lot of the dead shares have discounts of up to 70% from the "revaluations"/valuations of assets.

Posted by qqq3 > 2018-09-15 17:03 | Report Abuse

what is investing?

investing is principally about business sense and risk taking......the business sense that can correctly pick a company with a bright future to invest in ......

some business models may require many years of investments to bear fruit...like Amazon......mostly, for shares already listed in KLSE, you want to look for shares with increasing profits.


what about all the share market books in the market?

its a phase that everybody goes through, I guess......but Li Kashing didn't need them.....he got his business sense.

Posted by qqq3 > 2018-09-15 17:21 | Report Abuse

whether trader or investor.....I think spend time reading Annual Reports can be very rewarding....too bad, if you are also holding on to a full time job, it is some thing, you may not have the inclination to do.

Posted by qqq3 > 2018-09-15 20:04 | Report Abuse

more is not better.
less is not better

what is investing?

investing is principally about business sense and risk taking......the business sense that can correctly pick a company with a bright future to invest in ......

forget about intrinsic value, forget about margin of safety , forget about kcchong from nz......

your got your business sense....
u find a company with a bright future to invest in ...... go ahead and invest , look at it after 12 months and see what happens.....u may actually beat all the experts.

Posted by kcchongnz > 2018-09-15 22:01 | Report Abuse

Posted by abang_misai > Sep 15, 2018 04:20 PM | Report Abuse
Apa khabar Hevea?

Every time I share an article, you would post this comment. Ok, I let you know what happen to my Hevea.

I started to talk about Hevea in November 3 2013 when its adjusted price then was 22 sen here.

https://klse.i3investor.com/blogs/stock_pick_challenge_2013_2h/40360.jsp

Of course I would have bought it earlier. I sold half of my holding on 24 November 2016 at RM1.514, and the other half at RM1.46 on 14 February 2017.

Can you calculate how much I had made ah?

Posted by qqq3 > 2018-09-15 22:13 | Report Abuse

your got your business sense....
u find a company with a bright future to invest in ...... go ahead and invest , look at it after 12 months and see what happens.....u may actually beat all the experts.

for those who like to time their purchase...go ahead, time your purchase.

as for general market conditions....it is neither too hot nor too cold....just average right now.

Posted by qqq3 > 2018-09-18 15:09 | Report Abuse

kcchong/ stockraider.....


stock raider says Sapura is deep value investing....what say u?

why not? 50% of E&P division ( based on the heads of agreement with OMV) already higher than total market cap.........still got the other 50% and billions and billions of other assets.

but what is heads of agreement, by the way?



why that margin of safety investor like that one?

Posted by qqq3 > 2018-09-19 00:40 | Report Abuse

kcchong/ stockraider.....


margin of safety investor stock raider says sapura with its Heads of Agreement got margin of safety also got value investing.....what say you?



why do I find value investors like this raider so idiotic one?

I find traders smarter.

Posted by qqq3 > 2018-09-19 00:48 | Report Abuse

stockraider


.this is the season people are reading about the Jho Low and the Billion $ shark.......the Heads of Agreement can still work meh?