Posted by 3iii > 2018-08-12 08:05 | Report Abuse

My Golden Rule of Investing: Companies that grow revenues and earnings will see share prices grow over time.

17 people like this.

3,714 comment(s). Last comment by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ 2 weeks ago

apolloang

18,163 posts

Posted by apolloang > 2019-04-29 21:04 | Report Abuse

all manipulation,share cornering,pump and dump where got rules in bursa? the rules is the stock retailers no own mch they push,after retailers in they dump

chamlo

1,264 posts

Posted by chamlo > 2019-04-29 21:06 | Report Abuse

PH is lousy govn.

Posted by qqq3 > Apr 28, 2019 1:36 PM | Report Abuse
如鱼得水 > Apr 28, 2019 1:32 PM | Report Abuse
It's not whether u are small or big, small easier to control should perform better.. just look at S'pore..
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Look at Shanghai market............does the wild fluctuations there suggest China has a lousy government? surely not.

apolloang

18,163 posts

Posted by apolloang > 2019-04-29 21:11 | Report Abuse

china got stimulus the stock market,msia here only stimulus their own pockets

chamlo

1,264 posts

Posted by chamlo > 2019-04-29 21:16 | Report Abuse

Ask Tun M resign soon.

apolloang

18,163 posts

Posted by apolloang > 2019-04-29 21:19 | Report Abuse

in msia not many people buy stocks,so only up to the ultra rich to manipulate the stocks,no fundamentals,up to them wanna make it up or down.they will create stories after they accumulate enough,after they sold they will create fear

qqq3

13,202 posts

Posted by qqq3 > 2019-04-30 10:06 | Report Abuse

Posted by chamlo > Apr 29, 2019 9:06 PM | Report Abuse

PH is lousy govn.
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lets be clear, u lost money because u are lousy not because we have a lousy government.

apolloang

18,163 posts

Posted by apolloang > 2019-04-30 10:08 | Report Abuse

stupid and coward govt.....hahaha

qqq3

13,202 posts

Posted by qqq3 > 2019-04-30 11:04 | Report Abuse

d by apolloang > Apr 30, 2019 10:08 AM | Report Abuse

stupid and coward govt.....hahaha
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u want to make money don't you?

first improve your attitude, positivism, happiness.

stockmanmy

6,977 posts

Posted by stockmanmy > 2019-04-30 17:21 | Report Abuse

Posted by miredo > Apr 30, 2019 5:15 PM | Report Abuse

Yes, follow 3q to plp the stupid n insatiable 2 suck us dry govern, may b u can get some leftover from them...
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suck u dry government is 1 MDB.

joetay2

474 posts

Posted by joetay2 > 2019-05-01 01:23 | Report Abuse

but flyingkite, why u so scared until must change name to miredo????

u scared of me exposing ur stupidity again????

lol......

Posted by miredo > Apr 30, 2019 9:52 PM | Report Abuse

No.. 1MDB compare to the consequence of Tun's policies for 22 yrs is sap sap water... Potong being bailed out over decades, even after passed to DRB.. it cost more than 1MDB, n d new 3rd car will suck u more to employ 70,000 ppl... now even if tariff on import cars, ppl still can buy potong geely's make n Perodua...

Posted by stockmanmy > Apr 30, 2019 5:21 PM | Report Abuse

suck u dry government is 1 MDB.

Icon8888

18,658 posts

Posted by Icon8888 > 2019-05-01 15:47 | Report Abuse

When come to inaction, SETH KLARMAN said, "calibration is important. Set the bar too high and you might remain out of the market for a very long time. Set it too low and you will be fully invested almost immediately. Experience and versatile thinking are the keys to such calibration."

Icon8888 comment : Food for thought for 3iii. Buffett says "you don't need to swing at every pitch", but you also shouldn't be indifferent when opportunity presents itself. Be moderate, and participate when risk reward ratio is favourable

qqq3

13,202 posts

Posted by qqq3 > 2019-05-01 15:57 | Report Abuse

Posted by Icon8888 > May 1, 2019 3:47 PM | Report Abuse

Set the bar too high and you might remain out of the market for a very long time.
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TTB of Icap.

Icon8888

18,658 posts

Posted by Icon8888 > 2019-05-01 16:00 | Report Abuse

That joker is the extreme

3iii on steroid

qqq3

13,202 posts

Posted by qqq3 > 2019-05-01 16:10 | Report Abuse

Icon8888 > May 1, 2019 4:00 PM | Report Abuse

That joker is the extreme
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subconscious over rules every thing.

TTB was never meant to handle so much money and so much success. TTB is a theory man, a quote here quote there guy....and never managed to upgrade his soft ware.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 18:45 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-01 18:48 | Report Abuse

HLI, HLBank and HLFG have done very well over the recent years.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 18:49 | Report Abuse

All the stocks of WC have been doing poorly over the recent years.

Parkson, LionDiv, etc.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 18:50 | Report Abuse

Those stocks of Robert Kuok have been doing with mixed outcomes.

PPB is doing fine.

Maybulk is not to be dismissed today.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 18:51 | Report Abuse

Stocks belonging to Teh Hong Piow have been steady for most years.

PBB and LPI.

With deregulation of the insurance business, this sector which LPI is more competitive.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:08 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:11 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:13 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:36 | Report Abuse

Petdag and Petgas

They are no longer cheap at present prices.

Petdag is now a matured company. When it first started growing its petrol stations 15 years or so ago, it was a growth stock. Now it is probably an income stock, giving steady dividends with some growth. It is hoping to add 10 new stations to the existing 1000+, thus growth is not going to be great. It recently announced increase capex of 500 million, hoping to grow its non-fuel business in the petrol stations.

Petgas is also spending a big sum of money on capex ($1.2 billion) in the next few years to satisfy certain regulations needed in the industry.

Both of these stocks provide steady incomes, but its valuations are on the high sides for the moment.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:39 | Report Abuse

Another stock worth looking at is Bursa.

It is a monopoly business. Its business should grow with the capital market over the long term.

It requires little capex and has returned most of its earnings as dividends.

Over the years, it has distributed increasing dividends in keeping with its increase in earnings.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:40 | Report Abuse

For those looking for a fast grower, well, Pentamaster is worth studying. Over the last 3 years, its growth has been phenomenal indeed.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:44 | Report Abuse

AeonCredit is in the "Ah Long" business.

It has done well. Its business of giving out loans has grown. Of course, it is easy to give out loans, more importantly, is giving out loans to the right person for the right purpose and making sure that the risk of default is minimised.

It has done very well given its return on its funds is so many times higher than its cost of funds. Its interest charges are in the mid teens to low 20%+.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 19:56 | Report Abuse

Tongher

This stock has been beaten down when its earnings tanked in 2012 to 2016.

It has since turnaround. Its earnings have grown and too, its dividends.

It is cash rich and its DY is slightly above 4% per year.

It is managed by a Taiwanese owner.

3iii

13,113 posts

Posted by 3iii > 2019-05-01 20:14 | Report Abuse

MYEG

This company provides essential services to the government. It is the government's revenue collector in a few areas. It too provides related services.

As long as it does its job well at low costs, it should be able to keep its competitors at bay.

It has penetrated into regional countries pricing themselves cheaply, and also sacrificing on profits in the initial stages.

This stock has been sold down after the recent election. Worth a punt. This is speculating intelligent and not investing. Had already bought in at lower prices.
:-)

probability

14,490 posts

Posted by probability > 2019-05-01 20:22 | Report Abuse

aiyo...3iii giving a lot of freebies...thanks sifu

3iii

13,113 posts

Posted by 3iii > 2019-05-01 20:38 |

Post removed.Why?

Trouble Huat

1,199 posts

Posted by Trouble Huat > 2019-05-01 21:08 | Report Abuse

quite true as this applied to inari on last few years back when merge with ametron. the share gradually increase with the increase in revenue and net profit after merge.

joetay2

474 posts

Posted by joetay2 > 2019-05-02 13:15 | Report Abuse

still lying again as usual????

then who m i talking to in jcy in 2018????

we alrdy proven u as a bankrupt.

lol.........

Posted by miredo > May 1, 2019 10:35 PM | Report Abuse

Idiot, Come out from lockup, want to go in again? I never buy JCY share... I play with cw 2 yrs ago.. U have been making a fool of yourself 4 so long still not enough... never c any1 as stupid as u...

joetay2

474 posts

Posted by joetay2 > 2019-05-02 13:24 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-02 19:28 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-02 19:49 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-02 20:00 | Report Abuse

(a) Patient opportunism—waiting for bargains—is often your best strategy.

Comments:
Market prices fluctuate. It is inevitable that you may wish to "time" your purchases to coincide with good bargain prices offered by the market. Yes, for that you will require to be patient.





(b) You’ll do better if you wait for investments to come to you rather than go chasing after them. Select from the list of things sellers are motivated to sell rather than start with a fixed notion as to what you want to own.

Try to sit on your hands. Don't go out with a “buy list”; rather, wait for the phone to ring.

Comments:
Buy blue chips or wonderful companies at a time when the market is obviously cheap. At other times, just be a sloth. Invest like a sloth.




(c) Investors needn’t feel pressured to act. They can pass up lots of opportunities until they see one that’s terrific.

There’s no penalty for omitting good investments, the only real penalty is for making losing investments.

Having said so, calibration is important. Set the bar too high and you might remain out of the market for a very long time. Set it too low and you will be fully invested almost immediately; it will be as though you had no standards at all. Experience and versatile thinking are the keys to such calibration.

Comments:
You can receive a tip from anyone. Most important thing is what you do with it. Always do your own study of the tip and make your own decision. Never follow a tip blindly.

How do you set your bars? Well, you have to have your philosophy and methodology. For my investing, I stay with wonderful companies available at fair or bargain prices. They must exhibit growing earnings and often dividends too over many years. Since I aim for returns of > 15% per year for many years, I have to seek out these growth companies that can give these returns. Also, at the time of buying, the price should have a margin of safety with a upside potential return: downside potential loss of greater than 3:1.





(d) We may look through fifty or seventy investments to find a handful of good ones. If we buy six that work out and miss fifteen that we should have bought, we never view this as a loss.

Comments:
I screen through 1000 stocks and can only find about 20. Through comparative studies, I select a handful.

3iii

13,113 posts

Posted by 3iii > 2019-05-02 20:18 |

Post removed.Why?

Sslee

6,248 posts

Posted by Sslee > 2019-05-03 08:37 | Report Abuse

Dear all,
It’s such refreshing to see 3iii giving a lot of his thought on stocks listed in Bursa. It is even more heartening to see 3iii, Philip and Quack accountant showing concern for their nemesis “Stock/Stone Raider” where about.
Hope everything is fine with Raider. Most likely Raider is practicing his meditation in Tibet again and will come back soon as the enlightening one and tear apart 3iii stocks selection thesis.

Thank you

qqq3

13,202 posts

Posted by qqq3 > 2019-05-03 15:15 | Report Abuse

contrarian is never easy but most profitable.

qqq3

13,202 posts

Posted by qqq3 > 2019-05-03 15:22 | Report Abuse

raider disappeared as he also realised Sapura $ 3 is the stuff of idiots.

3iii

13,113 posts

Posted by 3iii > 2019-05-04 16:09 | Report Abuse

https://www.youtube.com/watch?v=H3Q8a9imiFs&fbclid=IwAR24hpWAlFfekaWUzwhvsv_L3Ejd2stfQQdQKhu5J8LxekiMDSw5lyVS6R4

Warren Buffett: How Many Stocks Should You Own In Your Portfolio?

3iii

13,113 posts

Posted by 3iii > 2019-05-05 16:33 | Report Abuse

Investors should not be obsessed with the valuation calculations. These valuation calculations involve assumptions. They are only valid only if the underlying businesses perform as expected.

OVER THE LONG TERM, investment return is more a function of BUSINESS PERFORMANCE than the valuation, UNLESS THE VALUATION GOES EXTREME.

MORE EFFORT should be put into IDENTIFYING GOOD BUSINESSES AND BUYING THEM AT REASONABLE VALUATIONS.

3iii

13,113 posts

Posted by 3iii > 2019-05-06 09:45 | Report Abuse

My portfolio performance for year 2018: 12.13%.

Capital appreciation: 8.72%
DY: 3.41%

3iii

13,113 posts

Posted by 3iii > 2019-05-06 13:22 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-06 19:17 |

Post removed.Why?

Alex™

12,594 posts

Posted by Alex™ > 2019-05-06 19:23 | Report Abuse

hehe, in other words,

the stock market is going to be up, down or sideway. Good luck.

The current bull market that started in March 2009 may still last, but it should currently be very close to its peak.

3iii

13,113 posts

Posted by 3iii > 2019-05-06 19:36 |

Post removed.Why?

3iii

13,113 posts

Posted by 3iii > 2019-05-07 10:13 | Report Abuse

https://klse.i3investor.com/servlets/discuss/5251426.jsp

Business Sense

3iii

13,113 posts

Posted by 3iii > 2019-05-08 08:46 | Report Abuse

Malaysia Central Bank: 25 BPS rate cut today.

3iii

13,113 posts

Posted by 3iii > 2019-05-08 08:47 | Report Abuse

Can we expect more cuts this year?

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