Posted by arv18 > 2013-06-11 02:08 | Report Abuse

Some more questions for this market wizard Mr Ganasai...

1) Is revenue decreasing?
2) Is EBITA decreasing?
3 Is profit decreasing?
4) Is COGS increasing?
5) Is dividends decreasing?
6) Is MARKET share decreasing?
7) Is coffee (commodity price) getting MORE expensive?
8) Are we in a BULL market or BEAR market?
9) Is the CEO and BoD LYING to shareholders?
10) Is the CEO and BoD LYING wasting shareholder funds?

-some more questions for MR Ganasai to answer..

Posted by ganasai > 2013-06-11 02:11 | Report Abuse

no need write so much. based on current dividend/nta, i dont think it is attractive anymore. this is my own point. May be you just buy in this price. I may disturb you. But sorry, i got my freedom write here.

Posted by ganasai > 2013-06-11 02:17 | Report Abuse

may be you think the pe is ok then up to you. different people, got different view point.

Posted by arv18 > 2013-06-11 02:18 | Report Abuse

You are right. I wish people were more questioning, skeptical like you on counters like AGLOBAL, LUSTER, TIGER, MAS, KNM, SCOMI, PATIMAS, SMARTAG etc etc

BTW NTA is not a great way of valuing a firm, especially one thats encountering phenomenal growth, or with great growth prospects.

To illustrate my point at how ridiculous NTA is as a metric;
NESTLE - NTA/share - 3.99
DUTCHLADY - NTA/share - 3.83
DKSH - NTA/share - 1.91

Even if there is a market crash, do you think the shares will come down to NTA???

Posted by ganasai > 2013-06-11 02:20 | Report Abuse

ya, hold this one can become another public bank, nestle.... good luck.

Posted by arv18 > 2013-06-11 02:21 | Report Abuse

Thanks ... I think you'll be needed the "luck" more than me Mr Ganasai. hahahaha

Posted by arv18 > 2013-06-11 02:24 | Report Abuse

If you want to raise doubts and be skeptical fine. i personally think that is wonderful. but PLEASE, for goddess sake, try to talk sense to the FOOLS in the MAS, KNM, AGLOBAL, LUSTER, TIGER, MAS, KNM, SCOMI, PATIMAS, SMARTAG etc etc

Posted by ganasai > 2013-06-11 02:25 | Report Abuse

i answer you my view points already, So may I know what is your target price and would you hold until that price, based on what reason? I interest to learn something from you.

Posted by ganasai > 2013-06-11 02:26 | Report Abuse

you should smart than all those banks.

Posted by ganasai > 2013-06-11 02:38 | Report Abuse

sleep already? or think tomorrow queue to buy all those blue chip stocks with good business and high pe?

Posted by arv18 > 2013-06-11 02:40 | Report Abuse

I'll be honest with you Mr Ganasai. I don't like Target Prices, especially when I see a company that is performing so well. Just like Power Root. I will hold, as long as the company KEEPs on PERFORMING on a quarterly and annual basis. So I pay very close attention and eagerly anticipate EACH quarterly report, and try to digest whatever I can get from management. I also pay close attention to the COMMODITY price of coffee as this is the ACHILLES HEEL of the coffee counters...

http://www.investing.com/commodities/us-coffee-c

IF there is a SHARP RUN UP in coffee, these counters will be negatively impacted.

But that said, I am a value investor. Warren Buffet style. If I like a company and it is doing well by me, I see no reason to cut and run.

Another great example of a value share play is Padini. Remember the days when it was trading at 20 SEN. Wow. Who'd have thought it could reach RM2.00...but it did!

Then we can talk about DKSH, Dutch Lady, Tasek our Public Bank etc etc, but

Some of these of course are cyclical and affected by up/turns downturns and some by government largesse. Oldtown is afflicted by non of these as it a FMCG/consumer play. Your family to the worst criminals and government officials still NEED their daily cup of coffee come hell or high water.

We as Malaysian shouldn't underestimate a company just because it is Malaysian, but at the VERY same time, we MUST be CAREFUL and SKEPTICAL. Too many instances of FRAUD and POOR GOVERNANCE. That is what i look out for and am MOST concerned about!

Posted by ganasai > 2013-06-11 02:44 | Report Abuse

good! hope you hold no matter market drop like 1997, 2008... or up. ya I also Malaysian. I also wish one day old town can become a super blue chip like dutch lady, nestle... but sorry not the current price, i will in.

Posted by arv18 > 2013-06-11 02:47 | Report Abuse

fair enough. good talking Mr Ganasai. Happy Investing!

Posted by ganasai > 2013-06-11 02:56 | Report Abuse

hope not angry with me. because for me, i wont argue and ask people who are you. because not important. this is forum, everybody also can said something. if just based one person saying, then buy/sell stock directly, he/she is the stupid.

Posted by arv18 > 2013-06-11 03:03 | Report Abuse

no lah. not angry. i'm hot tempered. that is all. you can see from my other postings.

Posted by frleong2005 > 2013-06-11 17:21 | Report Abuse

When is agm for Old Town? Intend to attend this year.

Posted by elsonnjh > 2013-06-12 20:12 | Report Abuse

arv18 hmmm...

Posted by arv18 > 2013-06-12 21:30 | Report Abuse

yyyyyyuuuuuueeeeesssss? you were calling? how does it feel to finally join us at i4punting?

Posted by arv18 > 2013-06-13 22:52 | Report Abuse

Since you're obviously an immature child HM, i found a story for you so that maybe you can understand something.....enjoy :)

The snail is late again. One hour late. It’s not the first time. In fact, it’s the 4th time this month. He’s just too slow. The other animals are getting more and more impatient each time.

“I have better things to do,” says the squirrel. “I still need to practice my singing,” says the songbird. “I have a whole garden of carrots that need my attention,” says the rabbit. “Let’s carry on our meeting without the snail. We’re busy animals. We don’t have time to waste,” the rabbit continues.

Towards the evening, the rabbit thought of possible solutions to the problem. The meeting cannot always carry on without the snail. It’s only fair that he too must have a say in all matters. “I will help him,” thought the rabbit. “I will encourage him to walk faster, to be more efficient and I will be a good example to him. The next meeting, I shall go early to his house and walk together with him to the meeting hall.”

On the day of the meeting, the rabbit rose early and rushed to the snail’s house. The snail was grateful for the rabbit’s help and tried his best to push forward as fast as he can. However, no matter how hard the snail pushed, they are still moving inch by inch. Knowing that the snail tried his best, the rabbit slowed down and take each step at a time.

Taking each step at a time, the rabbit started to notice the beautiful flowers by the roadside. The colorful flowers with butterflies everywhere made the rabbit smile. The tall trees that stand so elegant towards the sky amazed the rabbit. Fluffy clouds dancing in the blue sky brought joy to his heart. The sound of the wind on the leaves was like music to his ears. “What a beautiful day,” whispered the rabbit. “How beautiful nature is, how amazing God’s creation is. Thank you, snail for helping to open my eyes and my heart to appreciate the wonders of this world.”

from: http://mynever-endingstories.blogspot.com/2009/01/rabbit-and-snail.html

Posted by Lucky88 > 2013-06-13 22:57 | Report Abuse

arv18 :)
Well if you have bought it, although its slow but its an up. This is what true investors do instead of just speculating
sen by sen, it has tripled from RM1 to RM3 in two years

Posted by Lucky88 > 2013-06-13 23:01 | Report Abuse

Hafiz
Your CSL was cripping sen by sen, down to a third of the price

Oldtown is at least some shops that you can see, eat & dine in. Altough I agree that the prices aren't cheap, but its still have business with profits.
In fact, its a very sustaining new concept cofeeshop

Rather than CSL that claims to make stationary which I don't really find it. With directors selling at half price of cash backing, 1/3 of NAPS with 2012 EPS of 2/3 current price... OMG, but its the fact that its has been branded junk

Posted by arv18 > 2013-06-13 23:02 | Report Abuse

slow and steady wins the race my friend. but that rabbit and snail story has been repeated too many times. i went for something a bit different ... :)

Posted by Lucky88 > 2013-06-13 23:06 | Report Abuse

arv18
plz do share your opinion... :)

Posted by stock5678 > 2013-06-14 21:17 | Report Abuse

Not only oldtown, even all the petro we use, pos, rice, vehicle except tchong and etc already their call to charge us cheap or expensive. we have no choice already. price increase, do we have choice?

Posted by fishbone > 2013-06-14 22:08 | Report Abuse

A lot of coffee shops in Ipoh can make much delicious and cheaper white coffee than Oldtown!

Posted by fishbone > 2013-06-14 22:20 | Report Abuse

And you drink white coffee and eat hor fun cooked by foreign workers in Oldtown. Haha..

Posted by arv18 > 2013-06-14 22:27 | Report Abuse

O my god Hafiz. You've lost the plot. I feel sorry for you old chap. Maybe a visit to your local Imam or local hospital for some special treatment might help. You could also ask for stock recommendations in the MAS room. I really don't know what else to say man. I'm speechless. You need seek help!

Posted by moven00 > 2013-06-14 22:28 | Report Abuse

Now oldtown even ask its customer to queue and order. Then still charge customer service tax.

I stop patronizing Oldtown since. Besides food so-so only. Food not cheap.

Posted by arv18 > 2013-06-14 22:32 | Report Abuse

Aiyoh. Wether or not you like Oldtown food, coffee, their interior design, staff hairdo or CEO's wife is immaterial. What matters is their books, and the fact the market TRUSTS their books.

Posted by arv18 > 2013-06-14 22:33 | Report Abuse

Maybe a few of you need to seek help at the hospital. What on EARTH are you guys talking about? This is an investor forum lah. Not a restaurant recommendation page, or Groupon site.

Posted by arv18 > 2013-06-14 22:35 | Report Abuse

If you want to talk about Nescafe vs Blue Mountain vs Java vs Colombian Roast vs AliCafe, you have come to the wrong website. I'm sorry to break the SAD news.

Posted by arv18 > 2013-06-14 22:41 | Report Abuse

I don't care mate. ask your doctor at the hospital. i just need to make money. so i look to invest in trustworthy companies. we can all be guilty of making the same CSL mistake in the beginning. so it is understandable you want to lash out. its is okay. but maybe you should write a letter to CSL management, SC, MSWG, Utusan or Star. somebody that cares, with the power to do something.

Posted by arv18 > 2013-06-14 22:43 | Report Abuse

AliCafe sucks. I don't like it. It taste funny because it has Tongkat Ali you nut-o. How else to get boner for the ladies. this drink, i hate, but the Arabs in UAE and Saudi, LOVE it. Why you think PWROOT shares have such a boner!

Posted by arv18 > 2013-06-14 22:47 | Report Abuse

Anyway. I suggest you seek some help from a counselor. Good night.

Posted by max8 > 2013-06-15 05:31 | Report Abuse

I mean the tongkat ali coffee....my god! What the f**k! Taste like s**t!
~~~
Hafiz, this's exactly what it's for - f**king ummmmph, every sip it will take you there, hehe.

Posted by ktsk88 > 2013-06-15 09:27 | Report Abuse

No need tongkat ali guys and you still strong and good provided you stop taking cold drinks and starts exercising, you see the result in just 4 months.

Nothing beats exercising, stop drink cold icy drinks and don't puffed.

Posted by cheeseburger > 2013-06-18 18:25 | Report Abuse

Over price

Posted by Lucky88 > 2013-06-19 16:43 | Report Abuse

how does CSL appear in here?

Posted by Lucky88 > 2013-06-19 16:44 | Report Abuse

hafiz, fat cat, arv got buy oldtown ah?

Posted by SANG-JERO > 2013-06-21 09:33 | Report Abuse

coffee maker leaking...Coffee flowing down the drain...

Posted by ganasai > 2013-06-21 11:11 | Report Abuse

hope arv18 got run. i said over price last time. see the pe u know.

Posted by divine > 2013-06-23 11:45 | Report Abuse

Really owned by the most powerful woman in the country?

Posted by buybackma > 2013-06-23 12:43 | Report Abuse

Hafiz ur experience there looks terrible huh.. maybe ur visit there during peak hours (Sat, Sun or Public H) . But quite true Hafiz for a cup of white coffee and butter kaya toast I've to wait for 20 minutes although there were only 3 or 4 customers .Just hope the services will be improved in future for the benefits of all and I'm sure the pce will go up up up and up again.. smiles..ho ho ho..

Posted by WI Lliam > 2013-06-24 16:07 | Report Abuse

Oh my god, look at the price now

Posted by love invest > 2013-06-24 16:34 | Report Abuse

are you serious that oldtown has been taken by Rosmah ?? got evidence ?? kindly share it with me thank you and appreciate

Posted by WI Lliam > 2013-06-24 16:37 | Report Abuse

Time to grab?

Posted by xenolover > 2013-06-24 22:12 | Report Abuse

falling knife

Posted by SANG-JERO > 2013-06-25 09:04 | Report Abuse

Heard market talk that Oldtown belong's to one of the opposition party....Not the lady...don't know which one is true...I have dispose all Old town stocks....as per HLG Sell call..Waiting for it to drop further...could be free fall I guess...

Posted by datuk > 2013-06-25 09:07 | Report Abuse

market heading toward 1700......whether yr are bn, pr......ah mah, ah kong...semua heading to south !!!

Posted by xenolover > 2013-06-25 09:51 | Report Abuse

time to grab