thanks for sharing. that is lots of companies. seem u also invest in some risky and not stable sector such as : plantation steel energy airlines
so you portfolio now is how many profit ? 10/09/2019 3:26 PM ----
Yes RainT. So far, my total average margin outpaces KLCI index. That's good enough for me considering EPF loses RM 8 billion since end of June.
I re-enter KLSE in early June just after GE14 when KLCI index was at 1721 points. To date I invested in 46 companies in KLSE and Nasdaq. All these companies give me pulses on the economy. As of today September 25th, the FBM KLCI circa around 1592. During this period the KLCI is down by 7.5 %. However, the total margins for all the 46 Companies under Mabel Inc (covering all sectors that are affecting people’s life’s) exceed 7.5% despite under current very bearish and uncertain market condition. Hence, it’s a good indicator that I’m doing the right thing by outperforming the KLCI benchmark index. In addition, more than half of these acquisition cost are finance through profit taking from these stocks.
- Mabel Plantation is giving 25% Margin
- Mabel Energy is giving me 18% Margin
- Mabel Airlines is negative margin mainly due to AAX. AA has compensated us with the 0.9 Special Dividend and it’s a profitable company with potential grow. These two airlines are my hedging against the energy companies. So, it works both ways.
- Mabel Market Steel is negative margin. I have 3 Steel companies. Steel industry are cynical industry, hence once you buy you must be prepared to HOLD. I bought these steel companies along with 3 Construction companies and 4 Properties and Land Bank companies due to the upcoming ECRL, HSR and BM. I called these group of companies as Mabel High Speed Rails. However, as you are aware these projects are delayed and are carrying costs.
Ya anything below 50 is a steal . Hopefully next year star will do something . Anyway their asset is prime . My 2 Sen. Star used to be rm2 those time n give v good divvy . It has dropped so much these 2 years . Truely undervalue .
Agree again, media chinese international has moved from 0.14 to 0.24 and currently sits at .23 cents so, i believe this The Star has potential to move above 0.50 very soon, lowest has been @ 0.41 so the room for move is great! cheers!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
RainT
8,448 posts
Posted by RainT > 2019-09-10 15:26 | Report Abuse
@MABEL
thanks for sharing
that is lots of companies
seem u also invest in some risky and not stable sector such as :
plantation
steel
energy
airlines
etc
so you portfolio now is how many profit ?