7 people like this.

249 comment(s). Last comment by stockraider 2019-01-20 00:10

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 07:38 |

Post removed.Why?

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 07:39 | Report Abuse

- LionInd and that HBI thing....small little plant in Labuan worth worth more than market cap...he says.

but u defended him with tooth and nails, didn't you?

Sslee

6,894 posts

Posted by Sslee > 2019-01-17 08:14 | Report Abuse

Dear all,
Lionind financial year report 2018 page 46:
The HBI operation’s revenue increased by 24% to RM833 million this year from RM671 million a year ago due to higher average selling price. By managing its working capital closely and efficiently, particularly in inventory control for both its raw materials and finished goods, the HBI operations continued to achieve an improved performance in the financial year under review. As such, our HBI operations posted a higher operating profit of RM107 million as compared to RM67 million last year.

I respect people that are hard working, looking into all the data available (FA) and make recommendation base of TA uptrend with TP and cut loss.
I despise people with lazy and envy attitude unable to produce any worthwhile research and had to make a living by PLP super-investor and conned everyone to Holland.

Yes, stockraider is wrong to set a sky high TP for Hengyuan by assuming the good profit EPS RM 3.00 in FY 2017 is sustainable moving forward. However he had acknowledged his mistake and move on. But do I hear “You-Know-Who” acknowledge his mistake and make apology for JAKS and SENDAI? He is still behaves as he had done no wrong and his shameless behavior is second to none even outgunned our shameless MO1 to shame and still has the gut to boast about it and talk cock in i3.
Posted by qqq3 > Nov 2, 2018 01:43 AM | Report Abuse
kc u fail to understand, Jaks and Sendai are the 2 counters I made the most money...and why not? when I know the chong ker.....and I have the killer instinct..........

Thank you

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 08:23 | Report Abuse

Jaks and sendai price dropping previously due to KYY selling......simple as that...Like that also don't know?

from 30% to 0%...u think easy to sell?

3iii

13,227 posts

Posted by 3iii > 2019-01-17 08:25 | Report Abuse

>>>Yes, stockraider is wrong to set a sky high TP for Hengyuan by assuming the good profit EPS RM 3.00 in FY 2017 is sustainable moving forward. However he had acknowledged his mistake and move on.<<<<



He was dishonest.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 08:28 | Report Abuse

sslee...your super hero is the one who moves markets .....I am just a small time trader....u idiot.....


yes, he moves markets by his calculations that say Hengyuan worth $ 40.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 09:03 | Report Abuse

Posted by Sslee > Jan 17, 2019 08:14 AM | Report Abuse

Dear all,
Lionind financial year report 2018 page 46:
The HBI operation’s revenue increased by 24% to RM833 million this year from RM671 million a year ago due to higher average selling price. By managing its working capital closely and efficiently, particularly in inventory control for both its raw materials and finished goods, the HBI operations continued to achieve an improved performance in the financial year under review. As such, our HBI operations posted a higher operating profit of RM107 million as compared to RM67 million last year.
==============


too bad, an analyst cannot just look at the profitable divisions and ignores the loss making ones.....That is not how market works......

Posted by 10154899906070843 > 2019-01-17 09:08 | Report Abuse

To be honest SSLee, if you think deeply about it, why did Warren buffet and Berkshire not go around telling everyone what they bought after they bought it. They know the wb effect, the moment they buy everyone will rush in thinking he knows something. In fact they get a special approval from sc not to let anyone know they bought a stock.

But why does kyy spend the time to tell you what he buys right after he buys it? He knows the price will go up, and because he is the big fish everyone joins in to buy on demand, thinking he knows something.

This is the kyy effect.

At the same time when he sells, he doesn't tell you first before hand. He sells first then tells you why it is not a good buy.

It is like Stockraider frontloading his stocks, Calvin tan frontloading his recommendations, all of them see the need to post on capital letters what they bought, why they bought and how they bought.

But do they ever put their money where their mouth is? Do they tell you the amount they have bought, how much shares they bought, when they sold, how much they are selling when they sell?NO!

But they know how to recommend.

Do you see me hanging around in topglove, public Bank, yinson page recommending and posting up buy recommendations?

What would be the motive behind those actions?

The only reason why I started posting is not because I want to run up ql prices ( which is nuts if you think about it at pe50 at your own risk), but it is because I wanted to share some information on investing which I think the Malaysian investors are not training themselve to improve on. Look to the business first. Then the value. Then the timing.

In fact, I believe our bursa Malaysia would be much bigger and more effective if all the local investors can recognized bad companies and pump and dump activities and refuse to invest in those companies.

If you reward good companies with long term shareholdings support and belief, I think in the long run our economy would do well.

It is when the perception that investing in Malaysia is a casino, a gambling den to make quick money that things fall apart.

Haha I'm sorry I'm starting to sound like you. All about religion and ethics. Old men will be old men.

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 09:16 |

Post removed.Why?

3iii

13,227 posts

Posted by 3iii > 2019-01-17 09:17 | Report Abuse

>>>>
The only reason why I started posting is not because I want to run up ql prices ( which is nuts if you think about it at pe50 at your own risk), but it is because I wanted to share some information on investing which I think the Malaysian investors are not training themselve to improve on. Look to the business first. Then the value. Then the timing.
>>>>>



Clap. Clap. Clap.

3iii

13,227 posts

Posted by 3iii > 2019-01-17 09:19 | Report Abuse

>>>>It is like Stockraider frontloading his stocks, Calvin tan frontloading his recommendations, all of them see the need to post on capital letters what they bought, why they bought and how they bought. <<<<



You cannot have a good deal with people lacking integrity.

Learn to recognise and avoid.

3iii

13,227 posts

Posted by 3iii > 2019-01-17 09:23 | Report Abuse

>>>But why does kyy spend the time to tell you what he buys right after he buys it? He knows the price will go up, and because he is the big fish everyone joins in to buy on demand, thinking he knows something.

This is the kyy effect.
<<<<<




When I first heard of KYY and know of his prowess in stocks, I asked a stockbroker company owner about this interesting investor. His opinion was also as above. Be careful, he never tells you when he starts to sell. Of course, he has no obligation to do so either.

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 09:25 | Report Abuse

Raider see this Mr Long telling dishonesty, by creating story about other people like Calvin , Raider and SSLEE but he is the one running around telling people how much stock on QL he has and boasting around how much he make loh...!!

What is his intention leh ?? Same lah creating hero worship story ala kyy style loh....!!

Please lah, don call the kettle black mah...when u r Blacker mah..!!

Posted by 10154899906070843 > Jan 17, 2019 09:08 AM | Report Abuse

To be honest SSLee, if you think deeply about it, why did Warren buffet and Berkshire not go around telling everyone what they bought after they bought it. They know the wb effect, the moment they buy everyone will rush in thinking he knows something. In fact they get a special approval from sc not to let anyone know they bought a stock.

But why does kyy spend the time to tell you what he buys right after he buys it? He knows the price will go up, and because he is the big fish everyone joins in to buy on demand, thinking he knows something.

This is the kyy effect.

At the same time when he sells, he doesn't tell you first before hand. He sells first then tells you why it is not a good buy.

It is like Stockraider frontloading his stocks, Calvin tan frontloading his recommendations, all of them see the need to post on capital letters what they bought, why they bought and how they bought.

But do they ever put their money where their mouth is? Do they tell you the amount they have bought, how much shares they bought, when they sold, how much they are selling when they sell?NO!

But they know how to recommend.

Do you see me hanging around in topglove, public Bank, yinson page recommending and posting up buy recommendations?

What would be the motive behind those actions?

The only reason why I started posting is not because I want to run up ql prices ( which is nuts if you think about it at pe50 at your own risk), but it is because I wanted to share some information on investing which I think the Malaysian investors are not training themselve to improve on. Look to the business first. Then the value. Then the timing.

In fact, I believe our bursa Malaysia would be much bigger and more effective if all the local investors can recognized bad companies and pump and dump activities and refuse to invest in those companies.

If you reward good companies with long term shareholdings support and belief, I think in the long run our economy would do well.

It is when the perception that investing in Malaysia is a casino, a gambling den to make quick money that things fall apart.

Haha I'm sorry I'm starting to sound like you. All about religion and ethics. Old men will be old men.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 09:32 | Report Abuse

think before u write....raider...white don't become black just because u say so....and black don't become white.

3iii

13,227 posts

Posted by 3iii > 2019-01-17 09:36 | Report Abuse

>>>Posted by qqq3 > Jan 17, 2019 09:32 AM | Report Abuse

think before u write....raider...white don't become black just because u say so....and black don't become white.<<<



So glad you noticed this too.

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 09:42 | Report Abuse

U need to be honest loh...!!

When people give u an opinion to buy it is done with kind intention, if u decide to buy bcos u have a choice to ignore mah...!!

Having bought the share ?? Do u expect the tipster tell u when to sell meh ??
Yes sometime they may tell u, when to sell again, this is another good intention mah....!! U should treat it as an extra bonus loh..!!

Please lah...don expect free lunch everytime mah...!!
U need to assess for yourself mah...!!
U can expect yourself to be totally spoon feed like what the ridiculous way that MR Long and 3iii has put it u r asking for trouble loh...!!

As an investor u need to graduate mah....if not don waste time investing loh....! Spoonfeed investment is very dangerous loh...even the tipster got good intention to share with u and help u may not able to tell u mah.

In time of crisis the tipster may even have more trouble than u, he may need to take care of himself, wife, siblings, relative , best friend, good friends, girl friends etc....he may missed out u, bcos he do not even know whether u have bought or not mah...!!

So pls lah for your own good...if u get a tips..don expect them to tell u when to sell loh....!!

Posted by 3iii > Jan 17, 2019 09:23 AM | Report Abuse

>>>But why does kyy spend the time to tell you what he buys right after he buys it? He knows the price will go up, and because he is the big fish everyone joins in to buy on demand, thinking he knows something.

This is the kyy effect. <

When I first heard of KYY and know of his prowess in stocks, I asked a stockbroker company owner about this interesting investor. His opinion was also as above. Be careful, he never tells you when he starts to sell. Of course, he has no obligation to do so either.

Posted by 10154899906070843 > 2019-01-17 10:43 | Report Abuse

I stopped listening to Stockraider when he started comparing stock performance of ql and insas after 9 days of a 2 year future comparison. Without seeing quarterly reports and yearly annual reports he thinks just because because his insas share goes up from 0.67-0.7 it must be better than ql.

His idea of value investing is simply absurd. How he thinks how he acts you know he will buy and sell shares after a few months, then panic selling when recession comes.

But of course he is a master chun chun call millionaire

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 11:07 | Report Abuse

If u run a marathon race 50km....after running 1 km, r u not interested the position of the participants todate leh ??

The fact is QL is the last does not mean it could not catch up mah, if u read raider comment carefully mah, but the main point is raider do not see anything special about Ql in the race loh....!!

Posted by 10154899906070843 > Jan 17, 2019 10:43 AM | Report Abuse

I stopped listening to Stockraider when he started comparing stock performance of ql and insas after 9 days of a 2 year future comparison. Without seeing quarterly reports and yearly annual reports he thinks just because because his insas share goes up from 0.67-0.7 it must be better than ql.

His idea of value investing is simply absurd. How he thinks how he acts you know he will buy and sell shares after a few months, then panic selling when recession comes.

But of course he is a master chun chun call millionair

Posted by 10154899906070843 > 2019-01-17 11:08 | Report Abuse

Obviously the best way is still build business sense for yourself. Buy the stock and wait for kyy, choivo, sslee and Stockraider to come riding in.

Would this mean people like qqq3 is a far smarter trader than them?

And yes I use the term trader because that is what Stockraider is. A trader filling himself into thinking he is a value investor.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 11:17 | Report Abuse

someone with a full time job should not be a trader, cannot be a good trader.

a retired person can be a trader.....if he has the right temperaments and intellectual capacity.

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 11:19 |

Post removed.Why?

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 11:28 | Report Abuse

there are lots and lots of silent readers who appreciates and benefits from philips contributions....

and your only contribution raider?

penny stocks ( with NTA) is margin of safety ...blue chips are not safe....

Hengyuan one or two quarters good earnings is margin of safety.

Too shallow.

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 11:34 |

Post removed.Why?

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 11:40 | Report Abuse

and too repetitive...no good contribution from raider....just a useless troll.

raid..if u go missing, no one will or should miss u.....

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 11:47 | Report Abuse

QQQ,

U evil n stupid loh...!!

see how u comment about sslee leh...!!

Posted by stockraider > Jan 17, 2019 12:11 AM | Report Abuse X

qqq,

U r very rude & useless loh...!!

People polite also cannot ah ??

U R real idiot loh....!!

Posted by qqq3 > Jan 17, 2019 12:07 AM | Report Abuse

sslee

the truth...u are just an idiot....

anyway...never like people who so polite like you....ending every post here with thank you....just like that OTB...same same gene, I guess.

tricky people.

Posted by qqq3 > Jan 17, 2019 11:40 AM | Report Abuse

and too repetitive...no good contribution from raider....just a useless troll.

raid..if u go missing, no one will or should miss u.....

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 11:59 | Report Abuse

Vitrox....no other ( or very very few) local company more innovative, more relevant to Industrial 4.0, more flexible, more competently managed.

from page 27 of AR

Adoption of Industrial 4.0 into the electronics manufacturing industry creates great opportunities for our advanced 2D & 3D vision
inspection equipment. Armed with V-ONE cloud based “Software as a Science” (SaaS) tool that comes with machine to machine
connectivity & communication, data analytic and self-learning capability, our customers now can reap the benefits of Industrial
4.0 where key manufacturing and equipment information is made available easily everywhere, anytime via dashboard that can
be self-customized according to customers' requirements. In addition, predictive analytics, alert trigger plan and ticketing trigger
system are core features available in the V-ONE application that will further boost customers' productivity and effectiveness in
their manufacturing floor.
Apart from the above, in the next few years, ViTrox business strategy will be shifted from purely organic growth to pursuing both
organic growth and mergers and acquisitions to increase total addressable market and technological breakthrough.
With ViTrox long term and strategic initiatives and investment in the new data centric era, ViTrox is ready to capture the growth
opportunities brought about by the Industrial 4.0.

===========

Highly recommended for long term investors. Markets will go up and down...but this company got only one way to go and that is UP......

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 12:03 | Report Abuse

lets mark this price rm 6.24 based on qqq recommendations loh...!!

Posted by qqq3 > Jan 17, 2019 11:59 AM | Report Abuse

Vitrox....no other ( or very very few) local company more innovative, more relevant to Industrial 4.0, more flexible, more competently managed.

from page 27 of AR

Adoption of Industrial 4.0 into the electronics manufacturing industry creates great opportunities for our advanced 2D & 3D vision
inspection equipment. Armed with V-ONE cloud based “Software as a Science” (SaaS) tool that comes with machine to machine
connectivity & communication, data analytic and self-learning capability, our customers now can reap the benefits of Industrial
4.0 where key manufacturing and equipment information is made available easily everywhere, anytime via dashboard that can
be self-customized according to customers' requirements. In addition, predictive analytics, alert trigger plan and ticketing trigger
system are core features available in the V-ONE application that will further boost customers' productivity and effectiveness in
their manufacturing floor.
Apart from the above, in the next few years, ViTrox business strategy will be shifted from purely organic growth to pursuing both
organic growth and mergers and acquisitions to increase total addressable market and technological breakthrough.
With ViTrox long term and strategic initiatives and investment in the new data centric era, ViTrox is ready to capture the growth
opportunities brought about by the Industrial 4.0.

===========

Highly recommended for long term investors. Markets will go up and down...but this company got only one way to go and that is UP......

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 12:06 | Report Abuse

stockraider > Jan 17, 2019 12:03 PM | Report Abuse

lets mark this price rm 6.24 based on qqq recommendations loh...!!
============

I accept the challenge.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 12:15 | Report Abuse

The skill set of this company...in machine learning and machine vision,......... and its huge R&D budget means it will always be innovative, relevant, flexible.

And this being the leader in Malaysia, the smaller ones got no chance.

"Apart from the above, in the next few years, ViTrox business strategy will be shifted from purely organic growth to pursuing both
organic growth and mergers and acquisitions to increase total addressable market and technological breakthrough"

the smaller ones will be eaten up by this fellow.

Sslee

6,894 posts

Posted by Sslee > 2019-01-17 13:12 | Report Abuse

Dear Mr. Philip,
Koon’s golden rule: Two quarter of increase profit and PE below10 (safety margin).
Sell when two quarter of decrease profit or he has found another better stock to buy.

For beginners that do not have time to read and do their own in-depth research like you: Look to business first then the value then the timing, I would say Koon’s golden rule is relatively safe.
Once I comment that Mr. Koon can move the stock price because he buys with very big capital but ultimately the stock price performance will depend on achieving those increase profit expectation.
I added since Mr. Koon is well known opposite supporter and MCA enemy No.1 and share mover (a target for pump and dump syndicate) he needs to filter carefully letters send to him on share recommendation or meeting with sweet talkers with their own hidden agenda or else he will became water fish for the big shark.
Hence when he started to promote JAKS and SEDAI with his pivotal moment and exception proves the rule, I term these as jumping the gun and rule are for all without exception. The rest is history.

Allow me to repost some of my previous comments:
“This forum is not toxic nor unhelpful, there are so many Sifu in this forum spending their valuable time and give free different opinion/view base on past performance (fact and figure), projected future earnings growth and etc. Many of the i3 community benefited from these diverse views so that many readers can make an informed decision on adding or selling their holding.”

“I am learning to be humble and learn from all. And one thing that every reader in i3 needs to learn fast is to identify the true nature/characters of many commentators in i3. Previously I wrote: “In i3 community, we have super-investors, professional fund managers, investment educators, preachers, old-timers, syndicate manipulators, day traders, part-timers, naysayers, jokers, haters, sadists, dreamers, idealist, PLP king and newbie. These had make i3 a diverse and plural community with diverse views and opinions, all are welcome. By now you should have know many of them by their comments or blogs in i3
I am a newbie in investment and a bit idealist and believe in goodness inside every human being. I had travelled the world and met all sort of people and had tried my best not to be judgmental on people and everybody deserves a second chance, because life is too complicated to get it right the first time.”

“Everyone should be respected as an individual, but no one idolized” – Albert Einstein.

Thank you
P/S: What Einstein probably meant by this is that each human being has some quality in them that is admirable. And also, each person is a respectable human being in society (except for the outlaws, criminals, etc. Who have been introduced a dark aspect of life) each person deserves to be respected in a society.
Respecting and idolizing have a fine difference. You respect someone you can be critical about their lifestyle, their choices and decisions. Each person has his/ her own opinion, obviously. That's the beauty of diversity socially and biologically.
When someone idolises someone, their thoughts and opinions about the person get diluted and they believe whatever their idol does is right and brilliant. They stop critically analysing their actions and steps and also start fostering their idol's beliefs.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 14:13 | Report Abuse

The novice teaching Koon about share market....this arrogant novice will liberally throw out words such as humility etc and thank yous too....

tricky ...very tricky.

Flintstones

1,762 posts

Posted by Flintstones > 2019-01-17 14:19 | Report Abuse

Long numbers guy does not have to entertain sslee and stock raider. This two are asset value investors. No amount of facts could change their beliefs.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 14:19 | Report Abuse

ss

Koon will say he eat salt more than u eat rice.....then how?

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 14:37 | Report Abuse

mr novice lee

u want to teach Koon about stock market, go ahead, don't have to tell us that.....

just a few sentences already got Koon, got Einstein, got PLP what else?

Posted by 10154899906070843 > 2019-01-17 14:45 | Report Abuse

I think the biggest missaplication here is the understanding of the word PE. I will try to do a long winded explanation on the logic behind the usage of PE because I think a lot of investors don't understand it properly.

I apologize in advance to Stockraider for being long-winded. My previous post it seems no one understood.

John_Lee

468 posts

Posted by John_Lee > 2019-01-17 15:14 | Report Abuse

qqq3, well we have already established that Sslee is weird. After this comment, maybe he will write and dedicate another article to the 2 of us for calling him weird.

----------

qqq3 The novice teaching Koon about share market....this arrogant novice will liberally throw out words such as humility etc and thank yous too....

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 15:16 | Report Abuse

John, sure u want to join me or not?

that ss guy more sticky than the Nazis.

John_Lee

468 posts

Posted by John_Lee > 2019-01-17 15:28 | Report Abuse

qqq3, I just have to let my heart say something out. I was trying to hold back but this Sslee's postings are so annoying. Can see that long number guy also losing patience with him.

John_Lee

468 posts

Posted by John_Lee > 2019-01-17 15:32 | Report Abuse

Raider, cut your losses here. Too many of your detractors in this chatroom. You have your method, they have yours. There's not going to be a compromise. No one is completely correct, neither is anyone comepletely wrong.

No point getting yourself all worked up.

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 15:49 | Report Abuse

John Lee,

Raider is having fun here mah...!!
No need to be so serious loh...!!
If raider don counter them with intelligently with positive margin of safety these people will talk cock until stock with PE 50x & above should chase loh....!!

Investment should not be based on PE at all as long u have grandfather story loh,,,!!

We don want newbies be mislead...even if they chose to be mislead...they should hear both side of balance arguement mah...!!

Posted by John_Lee > Jan 17, 2019 03:32 PM | Report Abuse

Raider, cut your losses here. Too many of your detractors in this chatroom. You have your method, they have yours. There's not going to be a compromise. No one is completely correct, neither is anyone comepletely wrong.

No point getting yourself all worked up.

3iii

13,227 posts

Posted by 3iii > 2019-01-17 16:19 |

Post removed.Why?

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 16:26 | Report Abuse

value here value there....can buy Vitrox or QL or not at any stage in the last few years?

value here value there....I remember in 2017, when asked, KC recommends people to sell Vitrox at $ 3 after the surge from $2 to $ 3..( all adjusted prices)....It has never been "cheap". Good shares are never "cheap"

yes, PE is one of the factors to consider when buying a share. On average u don't buy a PE 50 share because at that rate it takes 50 years of earnings to be equivalent to the price....The key words being " on average"

But , it is your job as investor, if u want to make good money, is to find the exceptional shares....not the average shares.

If are satisfied with average performance, then be an average investor la.....we are talking about those with above average intelligence and above average ambitions.

3iii

13,227 posts

Posted by 3iii > 2019-01-17 16:30 |

Post removed.Why?

stockraider

31,556 posts

Posted by stockraider > 2019-01-17 16:35 | Report Abuse

Again this qqq talk cock looking at the rear mirror who cannot leh ??

If u r so brave & positive about it, why don u buy & sailang leh ??

Instead of keep harping & blaming...kc this...kc that...why don u grow up...and tell people...with ur head high...yes this is the stock i like...this is the stock i buy....this is stock i will sailang mah...!!

Show u have big balls mah...!!

Posted by qqq3 > Jan 17, 2019 04:26 PM | Report Abuse

value here value there....can buy Vitrox or QL or not at any stage in the last few years?

value here value there....I remember in 2017, when asked, KC recommends people to sell Vitrox at $ 3 after the surge from $2 to $ 3..( all adjusted prices)....It has never been "cheap". Good shares are never "cheap"

yes, PE is one of the factors to consider when buying a share. On average u don't buy a PE 50 share because at that rate it takes 50 years of earnings to be equivalent to the price....The key words being " on average"

But , it is your job as investor, if u want to make good money, is to find the exceptional shares....not the average shares.

If are satisfied with average performance, then be an average investor la.....we are talking about those with above average intelligence and above average ambitions.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 16:43 | Report Abuse

Posted by stockraider > Jan 17, 2019 04:35 PM | Report Abuse

Show u have big balls mah...!!
=========

Balls....balls are what makes things happen...I don't say I have bigger balls than others....But I am sure I have bigger and better brain than the raider.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 17:11 | Report Abuse

Posted by 3iii > Jan 17, 2019 04:30 PM | Report Abuse

Icon8888: probably from this industry, not familiar with his postings, will observe for now.
=============

no more rubbish (stock recommendations) from icon ....learn his lesson already.

they say cannot teach old dog new tricks but this old dog is exception.

Sslee

6,894 posts

Posted by Sslee > 2019-01-17 18:02 | Report Abuse

Dear 3iii
I quote your comment: qqq3: interesting chap, though gets a lot of brickbats from his adversaries, nonetheless his postings have some depth, in particular with regard to human nature and some investing strategies.” unquote

Please read with your both eyes open wide-wide “You –Know –Who” blogs and thousand and thousand of comments: Sailang, Margin Finance, X factor, Dynamic investment, flexibility, PLP king, envy of OTB and KCChong success and trolling OTB and KC with all sort of low blows, inflammatory and digressive, extraneous and often off-topic slanders to try to impressed and pleased his ex-master KYY. Now everyone knew he is just a chicken trader. Tell me how to be as rich as KYY and drive a Rolls-Royce if he admitted now his investing strategy is PLP super-investor and hope to receive some crumb from super-investor. LOL

Have you heard “You-Know-Who” acknowledge his mistake and make apology for promoting day and night non-stop with sailang and margin finance in JAKS and SENDAI? He is still behaves as he had done no wrong and his shameless behavior is second to none and can even outgunned our shameless MO1 to shame and still has the gut to boast about it and talk cock in i3.
Posted by qqq3 > Nov 2, 2018 01:43 AM | Report Abuse
kc u fail to understand, Jaks and Sendai are the 2 counters I made the most money...and why not? when I know the chong ker.....and I have the killer instinct..........

Thank you.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-17 19:04 | Report Abuse

sslee

U have gone far far beyond decency....far far beyond norms....u chau for- yap - mor or what? I really don't care.

stockraider

31,556 posts

Posted by stockraider > 2019-01-20 00:10 | Report Abuse

U NEED TO ASK THIS VERY INTELLIGENT QUESTION WHY INSAS IS MUCH SUPERIOR THAN MOST OF THE BLUECHIPS & GROWTH STOCK MAH ?? :

Posted by stockraider > Jan 18, 2019 08:19 PM | Report Abuse X

U ask yourself what type of earning power ??
When Nestle earnings yield is less than 2% pa based on PE above 50%...even u put monies in fixed deposits u get an earning power of 4% pa mah....!!

If u buy insas got earning power as Pe less than 10x...earning yield already exceed 10% pa mah...!!

Margin of Safety for those who are invested in Nestle, DLady, PBB, Petdag and HEIM, as explained and taught by Benjamin Graham, the father of value investing.
:thumbsup: :thumbsup:

In the ordinary common stock, bought for investment under normal conditions, the margin of safety lies in an expected earning power considerably above the going rate for bonds.

Over a ten-year period the typical excess of stock earning power over bond interest may aggregate 50% of the price paid.

This figure is sufficient to provide a very real margin of safety— which, under favorable conditions, will prevent or minimize a loss.


stockraider
9093 posts
Posted by stockraider > Jan 18, 2019 08:31 PM | Report Abuse X

U need understand what is real earning power loh...!!

Insas ROE only 4% pa....but based on rm 2.54 u generating eps of Rm 0.10 pa loh....!!

so if u buy insas at rm 0.70 u r getting yield of 14% pa....this is what we call earning power loh...!!


stockraider
9093 posts
Posted by stockraider > Jan 18, 2019 08:49 PM | Report Abuse X

Nestle ROE very terror 120% pa with NTA of Rm 3.00 it generate earnings of Rm 3.60....but u need to buy nestle for Rm 140.00...so ur earnings yield is less than 2.6 % pa loh...!!

Now u compare nestle 2.6% pa v insas 14% pa, u ask who got more earnings power leh ??
Of course Insas mah...14& pa warnings yield even kindy student understand 14% pa is more than 2.6% pa mah..!

But growth proponent may argue, nestle have growth woh ??

Raider ask very logical question loh...how much growth & for how long nestle need to grow from 2.6% pa to catch up with insas yield of 14% pa even, if u assume insas has no growth at all loh...!!

The answer is very long and very uncertain when nestle can catch up mah...!!

An english old saying a bird in hand is better than 2 in the bush mah...!!
Insas yield is already there with 14%pa...now u want to speculate nestle yield 2.6% pa can catch up, but when leh ??

Thus insas has definitely has higher margin of safety than nestle loh..!!


Posted by stockraider > Jan 18, 2019 05:59 PM | Report Abuse X

The beauty of Insas....!!

1.CASH IS THE KING- IF U BELIEVE....THEN U MUST BELIEVE IN INSAS HATHWAY A TRULY WARREN BUFFET STOCK LOH...!!

2. SUP SUP SUI INSAS GENERATE SUSTAINABLE PE ABOUT 6X BEATING AEONCR WITH PE 12X BY A MILE.

3, INSAS PAYS 2 SEN DIV...THIS DIV YIELD EVEN BEAT NESTLE N QL DIV YIELD BY A MILE LOH...!! U NEED TO UNDERSTAND WHY NESTLE & QL CANNOT EVEN PAY DECENT DIV COMPARE TO INSAS LEH ?? THIS IS BCOS THESE SO CALLED GROWTH STOCKS WITH PE ABOVE 50, CANNOT GENERATE GOOD CASHFLOW, THEIR PROFITS ARE STUCKED IN EQUIPMENT, DEBTORS AND INVENTORY WITH SUBJECT TO IMPAIRMENT, WHEREAS INSAS MAKE ITS MONEY IN CASH N JUST SUP SUP SUI LOH.....

stockraider

31,556 posts

Posted by stockraider > 2019-01-20 00:10 | Report Abuse

stockraider
9118 posts
Posted by stockraider > Jan 19, 2019 02:38 PM | Report Abuse X

UNLIKE THIS MR LONG, THIS SSLEE HAS READ AND UNDERSTAND AND COMMENTED THE BUSINESS OF QL VERY WELL LOH, WHEREAS THIS MR LONG UNDERSTAND THE BUSINESS OF INSAS LOH....!!

THESE CORE BUSINESS OF INSAS IS HIGHLY PROFITABLE ESPECIALLY IN THE FINANCIAL SECTOR MAH...!!

INSAS MAIN BUSINESS IS NOT INARI ALONE IT COMPRISES OF;

1. STOCKBROKING, INVESTMENT & ADVISORY.
2. MONEY LENDING & LEASING
3, INARI AS AN ASSOCIATE
4. MANY OTHER BUSINESS

INARI ONLY CONTRIBUTE ABOUT 25% PROFIT TO INSAS THE REST ARE MAKE UP BY A BIG CHUNKED OF FINANCIAL SECTOR PROFIT SECTOR CONTRIBUTION LOH....!!


Posted by 10154899906070843 > Jan 19, 2019 09:40 AM | Report Abuse

But you can't escape one undeniable fact.

Insas main profit driver is only from 1 activity, dividend of inari and sales of inari share to provide profit. However it uses those earnings on activities such as funding fintech(numoni) which is not competitive, dome cafe, which is non competitive, sengenic which sounds interesting but does not contribute anything. Nothing they do has shown any formn of growth that should award it a big share price increase.

On the other hand, you also cannot avoid:
Ql started in a industry with high capex and low margins. And yet it's management has used every cent of those earnings and embarked on organic growth in their core management competence by investing in new businessess that are wildly successful. It started from feedmill trading and venture into integrated livestock which is bigger than layhong today.. then it venture into palm oil plantations right before the palm oil boom of 2007. Then it venture into marine catch and surimi bec

Post a Comment
Market Buzz