Posted by IamGoogle > 2018-10-04 21:14 | Report Abuse

Sometimes it is tired to see so many jokers in i3, that's the reason I seldom come & comment in forums, except finding valuable info & reading constructive news/analysis from i3.

Posted by calvintaneng > 2018-10-04 21:16 | Report Abuse

GOOD POST!

Posted by KenaTipu_ > 2018-10-04 21:44 | Report Abuse

Ptaras(1st ctr in blog 5 years ago) 4.99 today 2.39 losing 2.6 how can make money?
https://klse.i3investor.com/blogs/kcchongnz/127825.jsp

Posted by kcchongnz > 2018-10-04 22:02 | Report Abuse

Posted by KenaTipu_ > Oct 4, 2018 09:44 PM | Report Abuse
Ptaras(1st ctr in blog 5 years ago) 4.99 today 2.39 losing 2.6 how can make money?
https://klse.i3investor.com/blogs/kcchongnz/127825.jsp


1) There was a 1:1 bonus issues about half a year later from the selection. The price would have been adjusted by half.

2) Pintaras has been paying very high dividend every year. Dividends received would have made up more than half its adjusted price.

3) Pintaras share price has risen to the adjusted price of closed to RM5.00, or more than 100% gain in about one and a half year from picked.

4) Pintaras had some problems a couple of years ago when it was doing the foundation works for Project 118.

5) Pintaras major in foundation for high rise building. This sector has slowed down since three four years ago.

6) Pintaras depends too much on its founder, Dr Chiew, and has no clear successor.

Any item 3, 4, 5 and 6 above would have prompted a value investor to take profit.

That is value investing.

Posted by KenaTipu_ > 2018-10-04 22:21 | Report Abuse

101.9% return for Ptaras is fake.
https://klse.i3investor.com/blogs/kcchongnz/127825.jsp

Posted by KenaTipu_ > 2018-10-04 22:26 | Report Abuse

You say your established record in i3 why not give 10 new counters to judge you now onwards?

Posted by ckkhen > 2018-10-04 22:54 | Report Abuse

KenaTipu_ You say your established record in i3 why not give 10 new counters to judge you now onwards?
04/10/2018 22:26

Since learning value investing from kcchongnz 3 years ago. todate I have made Rm25,000 nett of cost of kcchong's investment and brokerages charges.

His recommended counters include Padini, Scientx, Pintaras, Perstima, Magni, Favco,HLI,Superln, Luxchem and Panasonic.

I am still keeping some of these counters for their dividends.

Posted by KenaTipu_ > 2018-10-04 23:05 | Report Abuse

Ptaras keep drop more why good?

Posted by qqq3 > 2018-10-05 00:31 | Report Abuse

kc

what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.

I think most people are better served if they stick to good quality stuffs.

true, what I say about you.


People like u...always only like to talk about valuations, valuation this valuation that, as if stock market can be so easily valued, people like you will only land up with low quality stuffs.

intrinsic value....margin of safety......lol.....The more you talk about intrinsic value and margin of safety....the more likely your portfolio is full of low quality stuffs ..........................

Posted by qqq3 > 2018-10-05 00:52 | Report Abuse

Softbank is different....Softbank never ask to buy the stuffs with margin of safety.....Softbank asks to buy stuffs with the best long term prospects......and often at out of this world valuations for stuffs they like.

Not saying we can all be softbank investors or even that they are softbank kind of investees in Bursa.........its still a good philosophy to approach equities listed in the KLSE.


Good stuffs are never cheap, cheap stuffs are seldom good, unless it is in the middle of a severe bear market.

I think is a good motto to follow......At least then , there is a focus on getting stuffs of higher quality.

Posted by qqq3 > 2018-10-05 01:02 | Report Abuse

The above 2 posts presupposes we are talking about investments and holdings of at least 12 months or even longer.

The shorter the intended holding period, the more rubbishy stuffs we can put into the portfolio, I guess.

I may even consider putting some of your rubbishy recommendations if the intended holding period is short enough..............if the intended holding period is short enough, then it is all about timing considerations.

Posted by qqq3 > 2018-10-05 01:20 | Report Abuse

I wonder what a born again Benjamin Graham would have bought in Malaysia. He would probably have bought Puncak Niaga and the scores of badly managed companies with high intrisic valuations and margin of safety nonsense......and would have missed all the best performing stocks of the last decade.....Surely no Vitrox, Nestle, Serba, VS, MYEG can find its way into B Graham portfolio in Malaysia.

Posted by qqq3 > 2018-10-05 01:24 | Report Abuse

Who is the other guy who calls himself a B Graham follower? That I Capital guy..............he loaded himself with Parkson and gets buried....and his own Icap sleeps through the last 10 years.

Posted by 3iii > 2018-10-05 07:30 |

Post removed.Why?

Posted by Icon8888 > 2018-10-05 08:12 | Report Abuse

Every time I see all these 3iii western gurus talk I will ... zzzzz

Posted by Icon8888 > 2018-10-05 08:14 | Report Abuse

A lot of people like to quote western gurus but never question whether applicable to Malaysia

Posted by 3iii > 2018-10-05 08:45 |

Post removed.Why?

Posted by tecpower > 2018-10-05 08:53 | Report Abuse

Malaysian stocks are interesting at the moment. Oil price is quite high, so unlike other emerging markets soaing USD will not affect Malaysian market much. (Ringgit will not collapse.) Yet USDMYR is likely to stay above 4.1. Malaysian tech stock will benefit from that.

Good

Posted by Icon8888 > 2018-10-05 08:55 | Report Abuse

Self handicapping happens when people insist that only certain methods work

There are many ways to skin the cat. Warren Buffett or other gurus are not the only way

Their investing principles should be used as guidance, not rules that must be blindly followed. This is especially true for developing economies like Malaysia that very few companies have moat

Posted by 3iii > 2018-10-05 09:18 |

Post removed.Why?

Posted by 3iii > 2018-10-05 09:22 |

Post removed.Why?

Posted by qqq3 > 2018-10-05 12:41 | Report Abuse

nothing to talk....

bull market....the ignorant and arrogant makes the most money
bear market....the same characteristics lose the most money.

millions of analysts, sifus and commentators.....finally only one thing people can agree on......that is if you are talking about equity investments, please pay attention to business sense and to quality of management.................and how you want to diversify your assets.

Posted by qqq3 > 2018-10-05 12:46 |

Post removed.Why?

Posted by kcchongnz > 2018-10-05 15:17 | Report Abuse

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.

ME: I HAVE HUNDREDS OF ARTICLES IN I3INVESTOR. SHOW ME WHICH POST DID I TEACH PEOPLE TO LOOK FOR LOW QUALITY STUFF?

I think most people are better served if they stick to good quality stuffs.

ME: I HAVE WRITTEN A RECENT ARTICLE ON WHAT ARE GOOD QUALITY STUFF IN THE LINK HERE. FOR YOUR OWN SAKE, READ IT AGAIN AND AGAIN

https://klse.i3investor.com/blogs/kcchongnz/161473.jsp

true, what I say about you.


People like u...always only like to talk about valuations, valuation this valuation that, as if stock market can be so easily valued, people like you will only land up with low quality stuffs.

ME: WHEN DID I VALUE "SHARE MARKET"?
WHICH STOCK IN PORTFOLIOS IN THIS ARTICLE ARE LOW QUALITY STUFFS, AND WHY?

intrinsic value....margin of safety......lol.....The more you talk about intrinsic value and margin of safety....the more likely your portfolio is full of low quality stuffs ..........................

ME: LOW QUALITY STUFF. DID YOU SEE THE RETURNS OF THE STOCKS IN MY PORTFOLIOS, THE FOUR OF THEM?

SHOW ME THE HIGH QUALITY STUFF YOU HAVE; WHEN DID YOU BUY THEM, AND AT WHAT PRICES?

Posted by kcchongnz > 2018-10-05 15:30 | Report Abuse

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.
I think most people are better served if they stick to good quality stuffs.

How do you look at Jaks and Sendai; these two stocks you have been asking people to sailang and margin.

Are they good quality stuff, and why?

Posted by qqq3 > 2018-10-05 16:32 | Report Abuse

Jaks and Sendai are the main investments of kyy in last 2 years....He is a businessman and risk taker...( he says so himself)...


stockmarket.....stockmarket rewards those who assume the business and market risks and later proven right....he says he is willing to take those business risks , including implementation risks and expect to be well reward later.....follow or not is your own decision, nothing to do with businessman KYY.

ps...presently I have Sendai...I like to ambush shares and this is a good time and price to ambush Sendai. Sendai operates in Middle East and with current oil price, Middle East is swimming in cash. This is party time in Middle East. Management got 70% of the shares, I only a little bit....I don't mind. Some more, the sale of lift boat will be reflected in next report and will show significant improvements in Balance Sheet as well as revenue and profits.

Posted by kcchongnz > 2018-10-05 16:36 | Report Abuse

Posted by qqq3 > Oct 5, 2018 04:22 PM | Report Abuse
Jaks and Sendai are the main investments of kyy in last 2 years....He is a businessman and risk taker...( he says so himself)...


When I discuss in i3investor, I talk about issues, not personality.

Why the hell you always pull out someone else name? To boast your image?

You said this,

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.
I think most people are better served if they stick to good quality stuffs.


I asked you,

Posted by kcchongnz > Oct 5, 2018 03:30 PM | Report Abuse X
How do you look at Jaks and Sendai; these two stocks you have been asking people to sailang and margin.
Are they good quality stuff, and why?


Can't you ever talk straight to the point?

Posted by kcchongnz > 2018-10-05 16:40 | Report Abuse

Posted by qqq3 > Oct 5, 2018 12:52 AM | Report Abuse
Good stuffs are never cheap, cheap stuffs are seldom good, unless it is in the middle of a severe bear market.
I think is a good motto to follow......At least then , there is a focus on getting stuffs of higher quality.

Tell us which are the "good stuffs" you have purchased? Sendai, Jaks, Vitrox, Elsoft? What else?

When did you purchase them, and at what prices?

Posted by qqq3 > 2018-10-05 16:43 | Report Abuse

me? I am trader, I buy any stuff....as long as I think I can money based solely on timing considerations........my answers very comprehensive one...........

Posted by qqq3 > Oct 5, 2018 01:02 AM | Report Abuse X

The above 2 posts presupposes we are talking about investments and holdings of at least 12 months or even longer.

The shorter the intended holding period, the more rubbishy stuffs we can put into the portfolio, I guess.

I may even consider putting some of your rubbishy recommendations if the intended holding period is short enough..............if the intended holding period is short enough, then it is all about timing considerations.

Posted by kcchongnz > 2018-10-05 16:57 | Report Abuse

Posted by qqq3 > Oct 5, 2018 04:43 PM | Report Abuse
me? I am trader, I buy any stuff....as long as I think I can money based solely on timing considerations........my answers very comprehensive one...........

You know what? So far I have been sparring with you. You condemned value investing, condemn TA, FA. But you never even once substantiate it.

I asked you questions, you have never directly answered anyone of them intelligently.

I have written many articles on value investing. You didn't even read them and start to condemn. I tell you what it is, and you just talk about what is totally different from what I wrote. I showed you evidences from every where,and even my own established and verifiable records in i3investor, I doubt you even read them. And you start to condemn again, and again, and talk rubbish.

You only think your BS, I mean bullshit can work. But you can't articulate even once how you BS works.

What can I say about you?

Shall I continue to waste time on you?

No lah, I was having fun too.

Posted by qqq3 > 2018-10-05 17:38 |

Post removed.Why?

Posted by qqq3 > 2018-10-06 09:53 | Report Abuse

and how about....

bull market, ignorance and arrogance can make lots of money
bear market, same characteristics lose a lot of money.

Posted by Zhuge_Liang > 2018-10-06 10:11 | Report Abuse

Make a lot of money in stock market is called Sifu.
Make peanut and making a lot noise to get attention is not a sifu, but a bullshit.

Posted by BN_menang > 2018-10-06 11:22 | Report Abuse

Talk 3 talk 4. Actually stock market is worse under PH true or not?

Posted by stockraider > 2018-10-06 11:45 | Report Abuse

Yes...PH performance for stockmkt not as good as BN....bcos PH more transparent mah....!!

If BN they hide & curi from u....if bad news out....habis lah....stockmkt mah.......!!

Conclusion; PH is more sustainable loh.....!!

Posted by qqq3 > 2018-10-06 15:33 |

Post removed.Why?

Posted by qqq3 > 2018-10-06 16:16 | Report Abuse

Softbank....during the dot com burst, Softbank shares drop by 90%....of course today very successful....

stock market....talk no use,,,dive in and enjoy.

Posted by boonwei98 > 2018-10-06 19:22 | Report Abuse

It is obvious that KC is process oriented and qqq is result oriented. Both are totally opposite. So there is really no point to keep arguing. Others should decide if you are process oriented then follow kc guidance and those that believe result is everything follow qqq.

Posted by qqq3 > 2018-10-06 19:36 | Report Abuse

Dr M: Quarreling with Najib kept my brain active

https://www.youtube.com/watch?v=uEStm53lOWg

I support

Posted by qqq3 > 2018-10-06 22:48 | Report Abuse

boon

quoting guailo is not process

it is hanging a flag....

2 problems...

- KLSE is not Wall Street

- in Wall Street, very few retail picking stocks.


in the land B Graham and wallen Bufalo, retailers have given up stock picking.

Posted by kcchongnz > 2018-10-07 22:07 | Report Abuse

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.

ME: I HAVE A TOTAL OF 339 ARTICLES IN I3INVESTOR NOW. TELL ME WHICH POST I TEACH PEOPLE TO LOOK FOR LOW QUALITY STUFF?

I think most people are better served if they stick to good quality stuffs.

ME: TELL ME WHY DO YOU CONSIDER SENDAI AND JAKS AS GOOD QUALITY STUFF?

true, what I say about you.


People like u...always only like to talk about valuations, valuation this valuation that, as if stock market can be so easily valued, people like you will only land up with low quality stuffs.

ME: WHICH STOCK OF MINE IS A "LOW QUALITY STUFF" AND WHY?

intrinsic value....margin of safety......lol.....The more you talk about intrinsic value and margin of safety....the more likely your portfolio is full of low quality stuffs ..........................

ME: TELL ME WHAT YOU UNDERSTAND ABOUT INTRINSIC VALUE AND MARGIN OF SAFETY? HOW ARE THEY RELATED TO "LOW QUALITY STUFF"?

Posted by qqq3 > 2018-10-08 18:09 | Report Abuse

kc

all the value investors and their intrinsic values and margin of safety all die in 2018 already.....MMC, plenty of intrinsic value and margin of safety, most of the property stocks large discounts to NTA, steel stocks very low PE, ...I don't think u or anyone purposely choose low quality shares.....but the more u talk about intrinsic value and margin of safety, the more likely your whole portfolio full of low quality stuffs. Its called options, choices and focus.


the only people still active, still healthy are those investors in quality, in long term growth, with great business sense and great management quality such as Vitrox, Penta, the ATEs and the EMSs, Serba and Dialog in OG, qL in consumers...one year already.....the market is chasing quality as it should....it is the market working.


aiyoyo.....I talk about it for one year already......and the market trend follows my suggestion.......

now talk also no use, all retail value investors die already...for your students and potential students....a bigger test yet.....


""""trade wars like boiling a frog.....there was a time, the intense trade war between US-China would have freaked out the market....but like boiling a frog, the market seems to have adjusted to it.....but boiling a frog is still boiling a frog and the frog still dies at the end, whether the frog jumps or not........I just feel the whole world is like boiling a frog experience.....and no confidence in American politics.""""""

Posted by qqq3 > 2018-10-08 20:54 | Report Abuse

value investors have held on to MMC from $ 2.50 to $ 1.10....half the value gone already...Pity value investors.

value is not the best way to approach the stock market.

Posted by qqq3 > 2018-10-08 20:57 | Report Abuse

Analysts favorite Gamuda from $ 5.50 to $ 2.40..analysts favorite is also not the best way to approach the stock market.

Posted by qqq3 > 2018-10-08 21:00 | Report Abuse

P metal....I like P Metal......This is the best way to approach the stock market.

Posted by qqq3 > 2018-10-08 21:02 | Report Abuse

P Metal, Sendai, Serba...these are smart ways to approach stock market.

Posted by kcchongnz > 2018-10-08 21:35 | Report Abuse

Posted by qqq3 > Oct 8, 2018 09:02 PM | Report Abuse
P Metal, Sendai, Serba...these are smart ways to approach stock market.


P. Metal, Serba? Just because their share prices went up recently? Why? But did you see it coming a few months ago?

Sendai? Why also?

You called for sailang with margin finance a year ago at RM1.30+. How much is it now? Lost > 40% already, even haven't consider margin.

How?

Posted by qqq3 > 2018-10-08 21:43 | Report Abuse

Sendai is very good to me...I am sitting on 15% profits, not selling yet until I come back from holidays.

Pmetal and Serba.....any drop just buy la.....sure make money one if keep long enough.......

not talking about horse before cannon but talking about the future.......

Posted by kcchongnz > 2018-10-08 21:58 | Report Abuse

Posted by qqq3 > Oct 8, 2018 09:43 PM | Report Abuse
Sendai is very good to me...I am sitting on 15% profits, not selling yet until I come back from holidays.
Pmetal and Serba.....any drop just buy la.....sure make money one if keep long enough.......
not talking about horse before cannon but talking about the future.......

When you were actively promoting Sendai and Jaks a year ago when they were trading at RM1.30+ and RM1.50+, weren't you talking about the future then?

Posted by qqq3 > 2018-10-08 22:08 | Report Abuse

Sendai and Jaks so happens to be two of my most profitable counters for 2017/2018........