Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:01 | Report Abuse

You do not need to be very rich to invest in the market. Having the right knowledge and temperament help. A mentor who has been successful and willing to guide is a blessing few has

Posted by Up_down > 2024-03-23 15:07 | Report Abuse

I don't know how to apply the theories of famous gurus in investment in upstream plantation segment.

I simply know keeping track of FFB production of all the companies, CPO and soy oil prices, gearing level, area mature and immature, the location of the lands, the palm industry trend for Malaysia & Indonesia.... I found my own theory or SOP of making money in the market.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:08 | Report Abuse

An investment of 6400 in DLady in 1993 is now worth 108,000 today, excluding the massive dividends received.

Posted by Up_down > 2024-03-23 15:11 | Report Abuse

1993? Few centuries ago. That's why we said you were lucky.... i just came out from SPM earned RM 500/ month nia. Lol

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:12 | Report Abuse

An investment of 2000 in Petdag in 2005 (when sold down due to falling China Market!!!!) Is now with 20,000, excluding dividends.

Of course, don't just buy 2,000. When it rained money, take out the big container.😀

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:15 | Report Abuse

In 1993, bought Nestle for 8000 and today it is 120,000 not including the dividends.

My friends sold at 20 many years ago because it was too high. Another friend sold at 90 a few years back because it was too overpriced.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:20 | Report Abuse

>>>

https://youtu.be/3TO2-yU3Cyo?si=HmaZZveUa5uA-jUD

Listen to the first 5 minutes of this audiobook, and you will realise how superior the teaching of Philip Fisher's is when compared to that of Ben Graham.

>>>>


What is the proven method that delivers the biggest returns with the lowest risks?

Listen to the first 5 minutes of this audiobook.

Posted by Up_down > 2024-03-23 15:22 | Report Abuse

The best timing of investing in Dlady and Nestle in 1993. If i were follow you to invest full time in Dlady & Nestle in 2014, i would have gone Holland already. Wakaka

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:28 | Report Abuse

>>>>

Up_down

4,251 posts

Posted by Up_down > 9 minutes ago | Report Abuse

1993? Few centuries ago. That's why we said you were lucky.... i just came out from SPM earned RM 500/ month nia. Lol

>>>>


Was I lucky?

Not really.

The big bear market appeared in 1997 and 1998. I did not sell a single share. My portfolio went down with the market. In fact, it was below my capital value.

However, in 2002, the portfolio was worth a lot more tan all my capital invested. I did not lose any money (rule 1 of Buffett). My good fortune was the high quality stocks I have in my portfolio.


I did a favour for a friend. She was stuck with a list of penny stocks in 1999 and 2000. I advised her to sell all but one. Even the one, when it's price climbed to fair value, it was sold. My advice to her is be happy with FD rates

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:45 | Report Abuse

htt ps://myinvestingnotes.blogspot.com/2024/02/dutch-lady-at-glance_25.html

Dutch Lady

Posted by Up_down > 2024-03-23 15:55 | Report Abuse

3i. Be patient. Here's Jtiasa thread.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:56 | Report Abuse

htt ps://myinvestingnotes.blogspot.com/2024/02/nestle-at-glance.html
Nestle

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 15:58 | Report Abuse

If you have bought DLady in 2014, you would have lost money today.

If you have bought Nestle in 2014, you should still have a gain today.

Posted by Up_down > 2024-03-23 16:03 | Report Abuse

3i, Don't make me laugh. One up and one down. In the end, i would have eaten peanut during my full time investing/trader career for the last 10 years.

Posted by Berlin > 2024-03-23 16:14 | Report Abuse

Let me tell you a true story. My cousin inherited 300,000 Nestle Malaysia shares from his conservative father, a long time Nestle distributor since the 1950's, and who had faithfully subscribed for Nestle's share incentive scheme through the intervening years. Soon after Nestle was listed in 1989, he sold his shares at over RM5 so he could get the funds to build his dream house (not in KL or Penang) What a terribly poor decision in hindsight. The 300,000 Nestle shares would be worth RM35 million today and he would have enjoyed superlative dividends over 30 years. The moral of the story is when you have got a real stock winner with a dominant business, stick with it faithfully through the years. As an aside, the Nestle distributorship is long gone, he has sold the dream house and emigrated to greener pastures.

Posted by xiaoeh > 2024-03-23 16:15 | Report Abuse

Posted by Up_down > 3 hours ago | Report Abuse
3i could be relying on dividend income to support his life and he was lucky. We, traders, started with a small capital and have to work very very hard to understanding the business of the company or an industry. Market keeps changing and repeating.

Strongly agree
there is no one size fix all formula
based on our ability and know what we capable of
and find out our own strength and weaknesses
know what suit us best and keep doing it
and keep find tuning it
do what we know best and comfortable with

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:16 | Report Abuse

How to educate a fish what it is like breathing out of water? !!😀😀

It is almost a given, at some stage in your investing life, your stock value or your portfolio value may decline 50%. If you are not prepared for this, you cannot be a successful value investor in the long term.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:19 | Report Abuse

My portfolio value had dropped 50% or so in 1997 AFC and dropped 30% in the 2008 (GFC). In both periods, the major portion of my portfolio remained undisturbed and I did not sell. I did not have to.

Posted by Up_down > 2024-03-23 16:23 | Report Abuse

3i, Don't play fire with Nestle now. Malaysia boycott Nestle and EPF may have to heed government hidden order reducing its stakes.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:24 | Report Abuse

A friend declared to me how she and her husband had sold ALL their stocks in 2008.

When I met them again in 2000, they were planning to reinvest into stocks but have not; their reason the stock prices had risen too high!

I can only conclude their chance of becoming successful investors long term in the stock market to be slim.

They should not be in the stock market. Full stop.

Posted by xiaoeh > 2024-03-23 16:25 | Report Abuse

it doesn't mean your teaching won't work
i do read your posting and absorb what i think suit me and forget the rest

u may think buying a few bungalows house with huge piece of land is a good investment
for others may not as wealthy as you will buy what they can afford for the same reason

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:28 | Report Abuse

Grow rich slowly.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:29 | Report Abuse

You will be surprised by the magic of compounding over a long time horizon.

Posted by xiaoeh > 2024-03-23 16:30 | Report Abuse

if u started your investment journey with capital say merely RM10k
what will u choose?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:31 | Report Abuse

Ironically, those who indulged in Netx at 2 sen when promoted by Calvin, they have a negative TEN BAGGER.😁

Posted by Up_down > 2024-03-23 16:33 | Report Abuse

Malaysia gdp per capita worth US 3.5k in 1993 and peaked at US 11k in 2014. It has been 10 years our gdp per capita remains at this level. Big domestic consumer products depends on gdp per capita.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:38 | Report Abuse

Ignore the macro, study the business and stay within your circle of competence.

Bottom-up approach.

Posted by LimPek1510 > 2024-03-23 16:39 | Report Abuse

Bottoms Up!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 16:40 | Report Abuse

>>>
Posted by xiaoeh > 7 minutes ago | Report Abuse

if u started your investment journey with capital say merely RM10k
what will u choose?
>>>


Invest regularly.

Reinvest the dividends.

Stay with great growth companies.

Long term time horizon.

Posted by xiaoeh > 2024-03-23 16:43 | Report Abuse

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 minute ago | Report Abuse
>>>
Posted by xiaoeh > 7 minutes ago | Report Abuse
if u started your investment journey with capital say merely RM10k
what will u choose?
>>>
Invest regularly.
Reinvest the dividends.
Stay with great growth companies.
Long term time horizon.

that's what we are practicing now
just that we are in the different companies

Posted by Sslee > 2024-03-23 16:46 | Report Abuse

The world has changed and with easy access to information and you are now competing with fund managers, sharks, billis, even with cumputer programe trading software and maybe AI in the near future.

So the only rule now that still valid is you can't afford to lose 50% of your capital. Set your cut lose level and also minitor your winners are the micro and macro conditions going to against it, then you better take profit before your paper gain become paper lose.

You can always keep cash and wait for the strom to blow over before reinvest again.

Posted by xiaoeh > 2024-03-23 16:48 | Report Abuse

agree Sslee sifu

Posted by ks55 > 2024-03-23 16:56 |

Post removed.Why?

Posted by xiaoeh > 2024-03-23 17:00 | Report Abuse

what OPM is about ha Ks55 sifu?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 17:06 | Report Abuse

>>>
Posted by Sslee > 14 minutes ago | Report Abuse

The world has changed and with easy access to information and you are now competing with fund managers, sharks, billis, even with cumputer programe trading software and maybe AI in the near future.

So the only rule now that still valid is you can't afford to lose 50% of your capital. Set your cut lose level and also minitor your winners are the micro and macro conditions going to against it, then you better take profit before your paper gain become paper lose.

You can always keep cash and wait for the strom to blow over before reinvest again.
>>>>


Your portfolio will have no multibaggers.

Sell the lovers and let the winners ride.

Selling the winners to lock in profit will mean you end up with a portfolio of lovers and poor performers.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 17:07 | Report Abuse

Sell the losers.

Posted by Sslee > 2024-03-23 17:15 | Report Abuse

So far I sold Insas-WC for multibaggers gain 2 times already. I am now waiting for any more chance to make another multibaggers gain before Insas-WC expired on 2026.

Posted by Sslee > 2024-03-23 17:19 | Report Abuse

Currently I still hold on my Jayatiasa with handsome book gain. Will jayatiasa turn out to be my multibaggers, I hope so.

Posted by MrFox > 2024-03-23 17:29 | Report Abuse

metinks willbe pushed to 2.50!!!! remember the last pp at 7.50 few years back[effectively 2.50 after bounus issue]

Posted by MrFox > 2024-03-23 17:30 | Report Abuse

my bodo sense as have no shares here!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 17:55 | Report Abuse

>>>
Posted by Sslee > 30 minutes ago | Report Abuse

So far I sold Insas-WC for multibaggers gain 2 times already. I am now waiting for any more chance to make another multibaggers gain before Insas-WC expired on 2026.
>>>


Listen to the first 5 minutes of the audiobook, Common Stocks and Uncommon Profit.

I have travelled the journey described by Philip Fisher.

Would you be brave to invest a lump sum of RM1 m into a stock, eg Nestle at any stage. Of course, not.

But if you have invested regularly and over many years, you will find you are invested in a greater amount in Nestle for the future.

Posted by Up_down > 2024-03-23 18:09 | Report Abuse

Hey, this is Jtiasa thread. Promotion for other counters are not wellcome.

Posted by Sslee > 2024-03-23 18:14 | Report Abuse

Everyone are welcome to i3 to talk about investment.

I3 stands for:
Independent, Intelligent, Informed.

I3investor as an independent portal, has enable people from many different background, culture, experience, age group to contribute their unique opinion, philosophy, strategy and information that have benefited many i3 readers so that they can make an intelligent and informed decision on how to manage their own risk and investment portfolio.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 18:17 | Report Abuse

>>>
ks55

I still can remember one sifu and one KYY suggested how you should use OPM to triple
>>>

Did he not lose a lot of money using OPM? He sold physical assets to raise cash to cover these losses.

Posted by Sslee > 2024-03-23 18:34 | Report Abuse

KYY lose a lot on money back to bursa because of his ego and also he himself become an easy target for insiders pump and dumb con job.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-23 19:13 | Report Abuse

Learning from other's mistakes is better than learning from committing the same mistakes ourselves.

Posted by dompeilee > 2024-03-23 19:34 | Report Abuse

Good points made by many on the downfalls of ego, focusing on the fundamentals, taking a long-term approach etc. B4 covid, one old man with few teeth left in his mouth(looked to be early-to-mid '70s) used to approach me to talk about his 20,000 DLady shares at every opportunity & go on & on about how he's earning ton$ just from dividends back then( when I as all holders then received $1.10 per share regularly twice a year(& 3x in 2017). I wonder now if that was 3iii himself...Well, going as I do to the supermarket often, I began to notice in 2018 that they were discounting their milk frequently at the same time as competitors like Goodday began to step up aggressive marketing & Nestle entered the milk mkt for the first time.

When I regularly picked Goodday for my milk due to its superior taste, I kinda saw the writing on the wall for DLady & SOLD my small position bought @ $48.66 in 2013 for $64.32 in Oct '18 after receiving more than $15.00 in dividends since purchase.

Another fellow shareholder whom I met attending AGMs revealed she had 11,000 DLady bought in '93 & '04 & had to proxy me to attend their shareholder meeting in '19 as I had ZERO shares by then. Oddly, the price remained high @ $62-65 through most of '19 until memorably beginning its long downfall in Sep shortly after EPF bought another 225,000 shares @ above $65. I had advised the lady who proxied me to sell at least a few of her shares just in case my on the ground observations portended a big fall ahead but she clung on to every single share with justifications such as : 'I get over $20,000 per year from dividends' & 'if Nestle can go to $140, DLady can go to $100' etc....& kept hanging on...until finally demoralized by the drop from $60 to $50 to $40, $30 & then $20, she FINALLY sold in high-to-mid $20s. All her shares were free by then anyway so it wasn't a question of loss but how much MORE she could have made with better discernment. Never fall in love with a stock is a good maxim to follow whoever said it!

Posted by xiaoeh > 2024-03-23 22:22 | Report Abuse

Posted by value_invest > 38 minutes ago | Report Abuse
Beside I3 - jtiasa is very active these days in some other Investing platform and bloggers and funds, some are famous GURUs.

Dear Value_invest
can provide links for some other investing platform u were talking about?

Posted by calvintaneng > 2024-03-24 01:25 |

Post removed.Why?

Posted by calvintaneng > 2024-03-24 01:36 |

Post removed.Why?