Posted by qqq3 > 2019-01-23 10:31 | Report Abuse

I think both 3iii and icon have a role to play....don't fight....


still better than the value here, value there and complex maths formulas......

Posted by qqq3 > 2019-01-23 10:33 | Report Abuse

3iii likes to focus on only the best.....I think that is good for anybody .....

but this is a forum, forum full of traders like me too.....

Posted by stockraider > 2019-01-23 10:42 | Report Abuse

The checklist is an abuse for 3iii to continue not to sell his share , but it is not effective for u to search for napshot buy growth stock mah, why leh ??

Generally U need to see the checklist hit 5 yrs successful growth & successful financial records b4 u can jump in buy loh....that means u wait 5 yrs on your identified napshot co b4 u buy....this means u let the co....share price run up 5 yrs b4 u jump in to buy loh....!!

I would says it is a stupid checklist, if u use it to search for good counters...u end up sky high valuation like Nestle, Ql, Dlady etc if u follow this checklist loh...!!

Posted by Icon8888 > 2019-01-23 10:43 | Report Abuse

just imagine he uses that to search for his life partner....

Posted by qqq3 > 2019-01-23 10:45 | Report Abuse

I think it is a successful formula for those with the right personality.....

Posted by qqq3 > 2019-01-23 10:46 | Report Abuse

back to HT...Zeti first deal to make PNB Great Again?.....

Posted by qqq3 > 2019-01-23 10:48 | Report Abuse

of course insiders sell and make some money already.....but trading volume before announcement is very very small only.

Posted by Icon8888 > 2019-01-23 10:49 | Report Abuse

Charlie munger said a wife shouldn't be fatter than her husband by more than 5.75 kg, she should have perfect teeth, speak perfect English and Hindi (?? but whatever, Charlie Munger said so..), must have long hair, and loves to eat pork shoulder....

Posted by Shinnzaii > 2019-01-23 10:50 | Report Abuse

Aiyo qqq3...got 16 only kah?if YES=8 No=8 ?how...half half leh

Posted by qqq3 > 2019-01-23 10:52 | Report Abuse

shin...its like Michelin Star....depends on how many stars , u pay the price accordingly.....

Posted by 3iii > 2019-01-23 10:59 |

Post removed.Why?

Posted by 3iii > 2019-01-23 11:42 |

Post removed.Why?

Posted by 3iii > 2019-01-23 12:50 |

Post removed.Why?

Posted by Sslee > 2019-01-23 13:08 | Report Abuse

Repost from what is investing forum.
Dear 3iii,
Thank you for your: “ONE PAGE QUICK ANALYSIS OF A STOCK” I am busy with my daily full time job can I ask you a favor please scan thro’ bursa and list down the most yes answers and with PE below 20 even better if I can get QL type of growth stock with MOAT PE below 10 during 2010-2009 or close to your NESTLE PE when you first bought into it. I will then invest RM200K and continues top up every quarter for next 40 quarter into 2 million shares by 2029.

Quote from Mr. Philip, “Now, I must admit, when you see the QL director himself Mr Chia be at the site 1 hour before you wake up, you become very respectful and clear about the quality of management. And so after chinese new year of 2009 after company bonus when I bought RM200K worth of QL----That was when I knew I had to look at QL deeper. Reading into the financial reports, it was very high pe (around 29 if i remember correctly), but the free cash flow, the growth in revenue, and the speed of implementation. I attended AGM. read into the competitors. “
I remember shaking mr chia song kun hand and actually having a talk with him regarding his policies and strategies. Very humble and hands on man who wakes up at 5 and goes to site directly early morning. If I could have him working for me I thought, I'd never lose a nights sleep.
https://klse.i3investor.com/servlets/stk/fin/7084.jsp?type=last10fy

As of your question, “How many 10 baggers do you have in your present portfolio?”
My answer: None so far. But I can foreseen my fortune going for a sea change if you and Mr. Philip can recommend stocks as you stated that fulfilled your “ONE PAGE QUICK ANALYSIS OF A STOCK”
I am eagerly looking forward to your recommendation, hope you don’t disappointed me.

My thousand thank.
P/S: By the way I already collected Dividend of RM 16,712 this year. More dividends will come from TAE, TAGB and CSCTEEL. Looking at book-gain of 25% Jiatiasa, 20% KSL, 20% Ekovest, 16% EATECH, 13% VS and 11% Hibiscs.

Posted by qqq3 > 2019-01-23 13:16 | Report Abuse

ht

of course insiders sell and make some money already.....but trading volume before announcement is very very small only.

yesterday, was profit taking day...today, cut loss day ...

icon....trading on news is really no solution to build wealth.....

Posted by Icon8888 > 2019-01-23 13:22 | Report Abuse

I don't really trade

I take small position and hold

Posted by qqq3 > 2019-01-23 13:41 | Report Abuse

sslee

what is the use of 5 valuation methods when all come from the same source? it is delusional....as delusional as your Insas directors.....

Posted by qqq3 > 2019-01-23 13:43 |

Post removed.Why?

Posted by qqq3 > 2019-01-23 13:48 | Report Abuse

icon

start ups....out of 10 start ups, 9 will fail...not easy to pick the one out of 10.....so, when does one gets involved? no easy answer.

Posted by Icon8888 > 2019-01-23 14:36 | Report Abuse

I am counting on sifu you advise me loh

Posted by qqq3 > 2019-01-23 14:38 | Report Abuse

aiyoyo...truth be told, I think I will sell by 5.00 today....I do not want to be investor.

Posted by Icon8888 > 2019-01-23 14:41 | Report Abuse

fuiyoh what happen ? rebound

Posted by Icon8888 > 2019-01-23 14:44 | Report Abuse

errrr.... are you sure you want to sell at 5.00 ?

did you forget Dr. Icon diagnosis of your premature ejaculation ?

Posted by qqq3 > 2019-01-23 14:50 | Report Abuse

I got Jaks, SKP, Armada, Vitrox above water......enough for me....

why SKP? rumors VS got sacked by Dyson because they sell trade secrets to China....so I buy Dyson second largest contractor in Malaysia.

Posted by Icon8888 > 2019-01-23 14:52 | Report Abuse

thx. I have a bit of skp

Posted by 3iii > 2019-01-23 15:22 |

Post removed.Why?

Posted by 3iii > 2019-01-23 15:39 |

Post removed.Why?

Posted by 3iii > 2019-01-23 16:03 |

Post removed.Why?

Posted by Sslee > 2019-01-23 20:30 | Report Abuse

Dear 3iii,
I quote my previous comment, “I would like to thank all for sharing their knowledge in i3 because Knowledge if kept to yourself have no value only by sharing we create the value.
So allow me to appeal to your good self /kind self, please share with i3 community what is company name: X1 and X2?

Refer below:
QL: Price Multiplier on Financial Quarter End Date
Date:30/03/18 30/03/12 31/03/11 31/03/10 31/03/09
Price 5.09 3.25 3.1 1.73 1.23
EPS 12.71 15.79 15.71 13.65 22.66
P/RPS 2.53 1.39 1.38 0.46 0.29
P/EPS 40.05 20.57 19.74 6.33 4.52
EY 2.5 4.86 5.07 15.79 22.11
DY 0.88 1.38 1.37 4.34 5.69
P/NAPS 4.59 3.32 3.52 2.7 1.16

NESTLE: Price Multiplier on Financial Quarter End Date
Date:29/12/17 30/12/11 30/12/10 31/12/09 31/12/08
Price 103.2 56.2 43.34 33.1 27
EPS 275.39 182.14 166.91 150.02 145.37
P/RPS 4.6 3.1 2.52 2.07 1.63
P/EPS 37.47 30.86 25.97 22.06 18.57
EY 2.67 3.24 3.85 4.53 5.38
DY 2.66 3.2 3.81 4.53 7.08
P/NAPS 37.8 20.22 16.54 13.68 12.27

T.GLOVE: Price Multiplier on Financial Quarter End Date
Date:30/08/18 30/08/12 29/08/11 30/08/10 28/08/09
Price 11.14 5.29 4.86 6.07 6.95
EPS 34.33 32.77 18.29 39.83 28.01
P/RPS 3.38 1.41 1.46 1.8 1.34
P/EPS 32.83 16.14 26.57 15.24 12.12
EY 3.05 6.2 3.76 6.56 8.25
DY 1.53 3.02 2.26 2.64 1.58
P/NAPS 5.89 2.56 2.63 3.35 5.04

P.BANK: Price Multiplier on Financial Quarter End Date
Date: 29/12/17 30/12/11 30/12/10 31/12/09 31/12/08
Price 20.78 13.38 13.02 11.3 8.85
EPS 141.66 105.2 87.18 73.32 76.93
P/RPS 3.85 3.67 4.13 3.99 2.83
P/EPS 14.67 12.72 14.93 15.41 11.5
EY 6.82 7.86 6.7 6.49 8.69
DY 2.94 3.59 4.45 4.87 6.21
P/NAPS 2.15 2.98 3.5 3.54 3.11

Compare above 4 great companies last FYR Price multiple against their past 6-10 years ago price multiple, which companies will have a better chance to repeat the performance of their past 10 year? I intend to buy the better chance one and hold it for next 10 year. Please help me if you don’t mind.

Thank you

Posted by 3iii > 2019-01-24 08:30 |

Post removed.Why?

Posted by 3iii > 2019-01-24 08:34 | Report Abuse

Benjamin Graham, the founding father of value investing, was the first to recognize the quality problem among equities back in the 1930s.

- Graham classified stocks as either Quality or Low Quality.

- He also observed that the greatest losses result not from buying quality at an excessively high price, but from buying Low Quality at a price that seems good value.

Posted by Icon8888 > 2019-01-24 08:42 | Report Abuse

Syarikat Takaful ?

Posted by 3iii > 2019-01-27 15:35 |

Post removed.Why?

Posted by 3iii > 2019-01-27 23:10 |

Post removed.Why?

Posted by qqq3 > 2019-01-27 23:20 | Report Abuse

Icon8888 > Jan 24, 2019 08:42 AM | Report Abuse

Syarikat Takaful ?
=========

they say, first understand the business.....sure or not u understand Islamic Banking.....? but u seem to do well with BIMB ...u potong already?

Posted by Icon8888 > 2019-01-28 00:01 | Report Abuse

Do I understand the business ? If you study the concept of Takaful you will be blown away !!!

Posted by Icon8888 > 2019-01-28 00:03 | Report Abuse

Do you know that I buy Takaful insurance, not only I get coverage, I also got paid by Takaful every now and then (my real life experience) ? Go study the business concept qqq3

Then you know why it cleans the clock of conventional insurance

Posted by qqq3 > 2019-01-28 00:07 | Report Abuse

I got no idea.....where to start?

Posted by qqq3 > 2019-01-28 00:13 | Report Abuse

but sslee got burn by Xinguan, one other red chip, TA, Hengguan and now jump into Malaysian pink chip Insas........see...I told u, rubbish will seek rubbish......its only natural......

Posted by Icon8888 > 2019-01-28 05:49 | Report Abuse

https://en.m.wikipedia.org/wiki/Takaful

Posted by Icon8888 > 2019-01-28 06:05 | Report Abuse

In conventional insurance, insurance companies provides funds, take the risk, reap the profit

In Takaful, policy holders provide funds, Takaful operator manage the operations and bears the risk for a fee (the risk is mitigated through reinsurance or diversification through portfolio of insurees of course, who as mentioned above, is the funds provider for the Takaful).

Because of this arrangement, Policy holders are entitled to a share of the profit

That is why as a policy holder of Maybank Takaful , I regularly receive cheques from my Takaful company

With this kind of model， who would not switch from conventional to Takaful ? That is why Takaful has been growing by leaps and bounds over past ten years

It has a structural advantage over its conventional competitors

A moat of sort, I would say

Posted by Icon8888 > 2019-01-28 06:24 | Report Abuse

BIMB potong now ? I am guided by fundamentals mah

If 45 Sen EPS, aim for 4.50 loh

No need warren buffalo to know that

Posted by qqq3 > 2019-01-28 06:26 | Report Abuse

S=Qr on Takaful

As long as you trust their Q.....and you are the contrarian....I don't think anyone can question their r for the time being......as long as there is no scandal.

Posted by speakup > 2019-01-28 07:04 | Report Abuse

https://www.thestar.com.my/news/nation/2019/01/27/ipc-strips-malaysia-of-right-to-host-world-para-swimming-cships/
still believe in malaysia baru? old habits die hard ---- mixing politics with sports! WTF!!!!

Posted by Icon8888 > 2019-01-28 07:48 | Report Abuse

You are letting all these things making yourself emotional and clouding your judgement

Focus on the stocks

Posted by qqq3 > 2019-01-28 08:14 | Report Abuse

Icon8888 > Jan 28, 2019 07:48 AM | Report Abuse

You are letting all these things making yourself emotional and clouding your judgement

Focus on the stocks
========

lol...my capital smaller than yours....cannot play every thing....

Posted by qqq3 > 2019-01-28 08:17 | Report Abuse

but seriously.....why the market suddenly got interest in islamic stocks?

Posted by Icon8888 > 2019-01-28 08:21 | Report Abuse

dont think there is a theme

it just happens that takaful result is good and BIMB last Q did ok

Posted by qqq3 > 2019-01-28 08:27 | Report Abuse

maybe people are looking at smaller banks because nothing else to look at....

Posted by Icon8888 > 2019-01-28 08:27 | Report Abuse

I was referring to speakup


Posted by qqq3 > Jan 28, 2019 08:14 AM | Report Abuse

Icon8888 > Jan 28, 2019 07:48 AM | Report Abuse

You are letting all these things making yourself emotional and clouding your judgement

Focus on the stocks
========

lol...my capital smaller than yours....cannot play every thing....