2 people like this.

110 comment(s). Last comment by Choivo Capital 2019-05-23 11:47

stockraider

31,556 posts

Posted by stockraider > 2019-04-07 13:32 |

Post removed.Why?

cheoky

2,823 posts

Posted by cheoky > 2019-04-07 13:33 | Report Abuse

Uncle+young mans here add up above 100. Too rich and too free. Any next stock pls?

Posted by Heavenly PUNTER > 2019-04-07 13:33 | Report Abuse

Hmm Unker Philip, I'll think about that. I never thought what to do with my 70% sold hahaha.... Thanks for your input.


====

what do you do with the 70%? buy a different stock and hope for the same result?

There is a saying about selling winners to follow losers. I used to do that. didn't end well.

I found a better way in 2009.

Posted by (Clark GKent) Philip > 2019-04-07 13:35 | Report Abuse

bye troll stoneraider. wasting my weekend replying you.

stockraider

31,556 posts

Posted by stockraider > 2019-04-07 13:36 | Report Abuse

Good bye...go n learn from her but pls don hide under her skirt anymore loh...!!

Posted by (Clark GKent) Philip > Apr 7, 2019 1:35 PM | Report Abuse

bye troll stoneraider. wasting my weekend replying you.

Ricky Yeo

1,637 posts

Posted by Ricky Yeo > 2019-04-07 13:40 | Report Abuse

Of course, it is not "fantasy essay writing webnovel", because you haven't read anything on my blog.

"the way you guys comment on other peoples writings without a shred of credibility" - I didn't comment on David's writing, did I?. I hope Dayang can restore David's credibility on his call on HY.

Ricky Yeo

1,637 posts

Posted by Ricky Yeo > 2019-04-07 13:41 | Report Abuse

"when i say something like if you bought a share today and tmr it gone up 500%, by using value investing logic, value doesnt create out from thin air or just one night, so those are consider as speculative profit, are you going to refund your profit to your IB as those are your so called unethical profit made from market. jon and ricky can't answer me... " - I seriously have no idea what you're talking about. You're more than happy to quote when, where, what did I say, but I never say anything about unethical profit. Which is why I never reply you.

Ricky Yeo

1,637 posts

Posted by Ricky Yeo > 2019-04-07 13:43 | Report Abuse

Alright alright, if you want credibility, I bought Scientex since 2012 and Aeon Credit since 2014. I bought others like APM, Favco too. Is everyone satisfied?

Posted by Heavenly PUNTER > 2019-04-07 13:51 | Report Abuse

Yes yes I love you articles Mr Ricky! Learnt a lot from there. Thanks!

qqq3

13,202 posts

Posted by qqq3 > 2019-04-07 14:07 | Report Abuse

since 2012, aeon credit, scientex just good as the top ones like Top Glove, Hartalega, Yinson and QL in terms of strategy and known / knowables.


and S =Q r

soojinhou

869 posts

Posted by soojinhou > 2019-04-07 14:35 | Report Abuse

Uncle Philip, I tot u said u dun like to compare sausage. But now u compare with Ricky's and Jon's. I think you actually like to compare sausage lah.

Connie555

180 posts

Posted by Connie555 > 2019-04-07 15:04 | Report Abuse

risky yeo cant answer my question...nw is jon turn

Posted by PotentialGhost > 2019-04-07 15:24 | Report Abuse

When I see Ricky yeo I really feel vomit .

Posted by (Clark GKent) Philip > 2019-04-07 15:30 | Report Abuse

How is that credibility? Sorry you don't get to claim any of that, as you didn't bring it up in your webnovel at all, or give any explanation like David why you buy and your criteria, when you bought and when you expect to profit. Try harder. At least post an article, like you love to do so much.

Maybe if you follow Felicity with a proper portfolio, I would be more tempted to believe you.

As it is, I also can say I bought scientex when it first IPO, and Aeon credit when it first IPO ( even though no AEON in Sabah). But I won't, because if I did I would at least have some hubris and explain my buying criteria.

The ones which you did analyze and promote like favco and apm are also not doing so well.

If you say you bought favco and apm at it's height in 2014 and followed it all the way down until today, well then we can both agree on something. You and choivo are the same kind of theoretical investors which should be listening to uncles like connie555 and icon8888 and 3ii instead of disagreeing without any financial returns.

Poor portfolio performance also leads to lack of credibility.

When you go out on a limb, promoting poor performing stocks without a clear investment thesis ( and returns) is akin to those trading class teachers who promote 2 day classes for 3k saying you can make 5k a month, just trading 4 hours a day! Wow!

Is it possible? Definitely.

Is it probable? I leave it up to you to decide.

Just because you read a lot of books doesn't make you a good investor. This applies to you and Jon choivo both.

Obviously this applies to me as well. You may not believe me when I say I bought ql, topglov and YINSON when I say I did. No matter.

How about 2019? You can view my instincts acumen by comparing my long term results ( and articles with my reasoning) on

STNE: NASDAQ( January 2019, USD 19)
PCHEM ( February 2019, rm8.15 - pre dividend 0.18)
Gkent ( March 2019 - rm 1.12- pre dividend 0.035)

I show my articles written and publish dates, quantities, price, and I bare my soul, so if my investments don't work out you know I'm a fraud and I lose credibility. If it works out I build credibility.

Simple isn't it? It's about investing, not story telling.


>>>>>>

Alright alright, if you want credibility, I bought Scientex since 2012 and Aeon Credit since 2014. I bought others like APM, Favco too. Is everyone satisfied?

Posted by (Clark GKent) Philip > 2019-04-07 15:32 | Report Abuse

Hi kid, how is your super energy china company listing in Singapore doing today? Another one who loves commenting but has zero credibility also.

>>>>>>

Uncle Philip, I tot u said u dun like to compare sausage. But now u compare with Ricky's and Jon's. I think you actually like to compare sausage lah.

Sslee

7,002 posts

Posted by Sslee > 2019-04-07 15:43 | Report Abuse

Dear Connie555,
Please allow me to answer your question. I quote, “if you bought a share today and tmr it gone up 500%” No share can gone up 500% in a single day because of Limit up rule.
“Are you going to refund your profit to your IB as those are your so called unethical profit made from market?” Why refund your profit to your IB? The are many charities fund you can donate to:
https://www.onestopmalaysia.com/directory/organisations/charity/


Thank you

Posted by (Clark GKent) Philip > 2019-04-07 15:44 | Report Abuse

I will always remember you as the kid who described to me a microcap based in China with a energy efficient design which is better than what GE, ABB and SIEMENS can produce. Somehow it doesn't have an international patent, and it decided to list in Singapore instead of China. Well.... I went to China few months back and on a whim decided to visit your "moat" company factory and it's facilities.

Guess that? Your credibility went out the window for me as well.

Connie555

180 posts

Posted by Connie555 > 2019-04-07 15:48 | Report Abuse

Ass Ass Lee, i appreciate your comment, although you always ask unnecessary question in AGM but at least your intelligent level with such a good England also can understand my question.

Both Risky Yeo and Choivo cant even answer my question and still saying dont know what the hell am i talking about. They prefer to hide their sorry ass behind their monitor, i am ok, what i am trying to do is to expose how pathetic this choivo kid is...

Connie555

180 posts

Posted by Connie555 > 2019-04-07 16:00 | Report Abuse

Added some new evidence....so sick of this kid. Showing the world how is another side of him looks like...

soojinhou

869 posts

Posted by soojinhou > 2019-04-07 16:05 | Report Abuse

"Hi kid, how is your super energy china company listing in Singapore doing today? Another one who loves commenting but has zero credibility also. " Uncle, maybe not so shiok as you being a multi-millionaire. I called it at 31c, it's closed 0.555 on Friday. That's a 79% gain in a single quarter. I took up a moderately heavy position during the sell off, so it's my top performing stock this year. You want to compare sausage, compare with others lah uncle. Mine's bigger than yours.

soojinhou

869 posts

Posted by soojinhou > 2019-04-07 16:10 | Report Abuse

https://www.nextinsight.net/story-archive-mainmenu-60/940-2018/12621-sunpower-buying-opportunity-on-share-price-fall

Uncle with small sausages please go back to the line please. But it's OKlah, Uncle Koon's sausage is even bigger than mine. I accept the fact that mine's not the biggest. Hahaha..

probability

14,500 posts

Posted by probability > 2019-04-07 16:17 | Report Abuse

soojinhou recommended this earlier to me...but missed it :(

i3 full of big sausages now.....

Posted by (Clark GKent) Philip > 2019-04-07 16:20 | Report Abuse

Sure kid, good for you. Hope you do well with it. What's your 5 year CAGR?

soojinhou

869 posts

Posted by soojinhou > 2019-04-07 16:24 | Report Abuse

I'm not sharing with you uncle. You are the one who belittled me and say you won't believe any number from me. So no point sharing since you won't believe it anyway. So again I'm the biggest loser in Bursa lah. I lost millions betting on small cap risky stocks and if not for my wife paying the internet bills I won't even get to surf i3investor. Hahaha.

qqq3

13,202 posts

Posted by qqq3 > 2019-04-07 16:25 | Report Abuse

Geeks, nerds, jerks and stalkers..........what's the difference

https://klse.i3investor.com/blogs/qqq3/201270.jsp

Posted by (Clark GKent) Philip > 2019-04-07 16:26 | Report Abuse

Exactly my point.

Posted by Heavenly PUNTER > 2019-04-07 16:26 | Report Abuse

Wah this kid is married ahhh wakakakaka

probability

14,500 posts

Posted by probability > 2019-04-07 16:37 | Report Abuse

Philip...i think you should take out the pic of soojinhou from your profile...

he is a great respectable guy if you had known him long enough

he is using his real name unlike yourself

Posted by ( Big sausage ) Philip > 2019-04-07 16:38 | Report Abuse

Ok la big sausage Soo, let u win. You are the best sausage! Even though quiet quiet STNE performance returned far more in shorter time, I'll queue at the back of the line make you happy a bit.

probability

14,500 posts

Posted by probability > 2019-04-07 16:42 | Report Abuse

you guys should really enter stock pick competition to prove yourself instead of talking rubbish liao...

just inject you all with estroegen...sausage become meat balls liao


Posted by probability > Apr 5, 2019 6:16 PM | Report Abuse

these are the list of strong opinionated sifus i can think off:

- raider
- philip
- icon
- qqq3
- kc
- otb
- jon choivo
- 3ii
- purebull
- heaven punter
- soojinhou

soojinhou

869 posts

Posted by soojinhou > 2019-04-07 16:42 | Report Abuse

And I thank you for sharing Stone, that enabled me to find a proxy to it without paying too much for it. Stone is out of my league, I don't buy anything more than PE 10. But thanks for the sharing, it sure helped me jumped on the proxy when the link became apparent. So can we finally start keeping our sausages in our pants and get some real work done?

Posted by ( Mini sausage ) Philip > 2019-04-07 16:47 | Report Abuse

I'll leave it on a few days so he gets more investing clients. He is averaging 79% a year after all. Much better than old uncle like me. I do less than 25% a year. He needs to be respected.

probability

14,500 posts

Posted by probability > 2019-04-07 16:51 | Report Abuse

dont over publicize a treasure like him (sjh)...after that everything he recommend will shoot up like crazy one....

now you had disturbed a sleeping silent giant...:(

ccy123

279 posts

Posted by ccy123 > 2019-04-07 16:58 | Report Abuse

Correct me if I am wrong. 1). IPO on first listing day can go up maximum 500%. 2). Those below 5 cts shares can go up 500% in single day. sslee

ccy123

279 posts

Posted by ccy123 > 2019-04-07 16:59 | Report Abuse

Example 1 cts goes up maximum 31 cts. how many %?

soojinhou

869 posts

Posted by soojinhou > 2019-04-07 17:07 | Report Abuse

Eh dun like that lah Philip. I really didn't want to show sausage in public, so obscene. But you say small mah. Small then have to show lorr. Peace out mate, and congrats on Stoneco.

Connie555

180 posts

Posted by Connie555 > 2019-04-07 17:14 | Report Abuse

This post is dedicated to choivo boy let's come back to choivo boy he still hiding his sorry ass behind the monitor with risky yeo

Posted by Heavenly PUNTER > 2019-04-07 17:14 | Report Abuse

probability let's create a blog... of all the stock picks of all the sifus! What are the rules? want to include overseas market or not? Wakakaka

probability

14,500 posts

Posted by probability > 2019-04-07 17:19 | Report Abuse

overseas market seems to have advantage over bursa...so its no longer apple to apple...and we cant find much participant...

as a young energetic millenial, i suggest you create a blog to keep track of these sifus..

raider on his sape...
philip on gkent
qqq3 on jackass
etc...

this way we can find cream of the creams in i3...those with real balls

not like calvintan and 3iii

Posted by Heavenly PUNTER > Apr 7, 2019 5:14 PM | Report Abuse

probability let's create a blog... of all the stock picks of all the sifus! What are the rules? want to include overseas market or not? Wakakaka

Posted by Heavenly PUNTER > 2019-04-07 17:19 | Report Abuse

Okay you want to join or not unker? hahaha

Posted by ( Soojinhou 79% returns best investor ) Philip > 2019-04-07 17:20 | Report Abuse

But having said that, this is how you show credibility, with a date, a buy call, conviction in buying a stock. So when your results are out there in the open, no one can doubt that you are are not simply dumping your mouth off. This is something Ricky and Jon cannot do. Even sjh blog is better than Ricky webnovel. And he wonders why?

Posted by Heavenly PUNTER > 2019-04-07 17:23 | Report Abuse

https://klse.i3investor.com/blogs/Day3/201271.jsp Okay come comment, tell me your pick. All price will be referenced from closing price of last Friday. I am joining also! Winner has the biggest sausage okay??

probability

14,500 posts

Posted by probability > 2019-04-07 17:24 | Report Abuse

i am still learning...unfortunately at an age...where i seem to forget more than i accumulate...:(

i am waiting to reach full time capital requirement (advised by Icon8888) before i can recommend..

Posted by Heavenly PUNTER > Apr 7, 2019 5:19 PM | Report Abuse

Okay you want to join or not unker? hahaha

Posted by Choivo Capital > 2019-04-07 17:25 | Report Abuse

Honestly.

Why does every discussion here devolve into a pigsty. Not that im innocent in this. Can we be civil for once?

Philip, honestly, like really honestly ask yourself, was Ricky's first comments on ql irrelevant or rude in any way? I don't think so.

However, the sheer vitriol from your end in every subsequent comment is incredible.

I have never seen you acknowledge a single time others are correct or when you were mistaken.



On dayang and David's article. Its simple.

First, track the incentives. I don't want to argue on this anymore. So let's assume he is an angel.

Like all his other articles. It's all just extrapolation of the current to the future.

There is no insight on why current earnings are sustainable, why the growth is sustainable.

No discussion on their competitors, the industry dynamics, barriers of entry etc.

What is fair value? Let's take the current earnings, which are close to all time high, and whack 6x on it, as if, if the next q is loss, the company is now zero.

No comparison on opportunity cost. Even his crelsbld one, take the current year, and say highest margin in the industry. As if the 25m profit on land disposal is also an consistent operational one.

He forget or didn't know, I don't want to speculate.

Why don't I want to write anything on dayang?

Because the entire article will just be asking questions, testing how probable are things and if it's cheap enough given all these unknowns.

Why?

Because I don't know shit about the industry, the competitors, the company etc.

I personally don't know how so many people here can become industry experts in so many industries every year and give such accurate estimates of fair value.

I myself still learn so many new things about industries I thought I am familiar with.

In any event. This is all I will say on this topic. I think I'll stay out of writing in i3 for awhile.

Its a low value add activity. What's the point of disagreeing or playing devil's advocate in a market where people cannot short, and thus any disagreement is directly against everybody's rice bowl.

Because nobody seems to be interested in finding out if they're wrong. Instead, everyone just wants to make sure the story stays convincing enough to support or push up the price, up to the point where their fear overwhelms their greed. Which is a really high price to be honest.

Good luck.

qqq3

13,202 posts

Posted by qqq3 > 2019-04-07 17:29 |

Post removed.Why?

Posted by Choivo Capital > 2019-04-07 17:37 | Report Abuse

I3value,

I have not written anything on opensys and have actively discouraged people from using my name in promoting it.

On rce and time. My analysis of the risks and the dangers is easily half the page. Espeacially for rce.

Yeah, they both sure looks like a goreng article. I'm clearly a pump and dumper out to trap your ass and sell my shares to you.

Other people's on the other hand. You would scarcely find even 1 good paragraph on risk, beyond "I'm not asking you to buy, despite writing 2000 words, and structuring this article in such a way that, the next action you would take is to buy"

Connie555

180 posts

Posted by Connie555 > 2019-04-07 18:24 | Report Abuse

This kid mouth really full of shit,

When David Lim first recommended HengYuan, it was trading around RM7 as at 21 July 2017 as per the link.

https://klse.i3investor.com/blogs/davidtslim/128328.jsp


When Icon first recommended HengYuan, it was trading around RM5.8 as at 12 July 2017 as per the link.

https://klse.i3investor.com/blogs/icon8888/127661.jsp

Icon subsequently upgraded to SiaLang, it was trading around RM7.90 as at 28 July 2017 as per the link.

https://klse.i3investor.com/blogs/icon8888/128710.jsp


Both of them recommended the stock almost at the same time and now you wanna come out discredit David and PLP icon....

That is why i suggest if your brain is really full of theory, join sasbadi, i have friends working inside who can get u a job, they need to come out something new, textbook material is needed...people like you choivo boy.

instead of PLP and discrediting someone i suggest you work for Sasbadi...




"Choivo Capital Any chance you want to partner up?


Despite some difference in our styles, i always respected your views and research. I loved your stuff on Airasia, Lionind and Hengyuan.

jonathanchoiyikit@gmail.com
03/01/2018 5:08 PM "






==================================================================================

Blog: DAYANG: My Analysis on Dayang (Davidtslim)

Apr 6, 2019 3:45 PM | Report Abuse

You're being overly simplistic in your analysis of a highly complex business, in an industry with multiple feedbacks.

Do you remember hengyuan, masteel etc.

How precise your predictions are and how incredible wrong they were?

Alex™

12,594 posts

Posted by Alex™ > 2019-04-07 18:27 | Report Abuse

aiyo, no fight everyone, alex belanja each one mcd icecream settle ok

Connie555

180 posts

Posted by Connie555 > 2019-04-07 18:35 | Report Abuse

Another case is last time attack OTB, now after lunch with OTB diam diam oledi, dont dare to bark around anymore....why???

OTB also recommended to buy Dayang??? Why our Choivo Boi Diam Diam oledi???

Or is it your integrity just worth a set of lunch at KLCC?? i dont know...ask yourself.....

=============================================================================

Blog: How to invest for the long game, without losing your shoes.

Jan 4, 2019 11:49 PM | Report Abuse

qqq3,

OTB is a trader, not an investor.

When he sells, you would expect most to drop after running for a bit longer.

The mark of a good investor on the other hand, is that the stock he sells, keep going up, because he trades one wonderful company, for an even better one.


=============================================================================

So lets just say David and Icon recommended HengYuan before 1st of August when it was still trading a below RM10, subsequently share price Run to RM10, both of them sold their holdings (as per your statement "The mark of a good investor on the other hand, is that the stock he sells, keep going up,") subsequently Run until Rm19, so that period makes them a good investor and subsequently share price collapse, and they no longer entitle the "good investor" term anymore, and now they must be discredit as Trader oledi. Is that right my boy???

Alex™

12,594 posts

Posted by Alex™ > 2019-04-07 18:41 | Report Abuse

connie, should give probability sifu credit. he recommended hrc when it was below RM5

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