Stock Pick 2015 - Ooi Teik Bee
Owner: Tan KW
Access Type: SHARED | Tag: SP2015
Stock Pick Year 2015 from Ooi Teik Bee
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by Ooi Teik Bee > Jan 3, 2015 07:17 PM | Report Abuse
Dear valued members,
Please stop sending email to me to request me to participate in this 2015 stock pick. I had told Mr Tan KW in my private email to him on 31/12/2014, if many readers are requesting, I may try to please them.
I do not want to disappoint you and I agreed to participate in this competition.
Dear Mr Tan KW, I want to be fair to others, please use 31/12/2014 closing price for my pick.
Below are my 10 stocks, 10% each based on 31/12/2014 closing price.
1. Latitud @ 3.65
2. Hevea-WB @ 0.85
3. Pohuat @ 1.45
4. Homeriz @ 0.86
5. PJDev-WC @ 0.535
6. VS Industry @ 2.52
7. Favco @ 2.75
8. Naim @ 2.98
9. IQ Group @ 1.59
10. Prlexus @ 1.19
I will give away my 1 year subscription free (worth RM 960.00) to all top 3 participants for a year at the end of this competition.
Thank you.
Ooi
Ooi Teik Bee USD is strong, RM is weak, Crude oil price will be low. These are my assumptions.
I am more interested on stock selection which can be controlled by me. I cannot do anything on economy which is out of my control.
I just select the stocks to suit economy, hopefully, the end result is good.
My selection criteria are as follows :-
EBIT growth > 10%
EPS growth > 10%
PER < 10
EV/EBIT < 8.
Please note that my strategy is TA comes first, FA comes second. I will buy once the TA buy sign appears. Since this competition is not allowed to trade, I will buy and hold when the price is low.
04/01/2015 16:14
Ooi Teik Bee Most tech stocks cannot fulfil my selection criteria because I used historical data. I do not know future earning.
Inari is the only stock can meet my selection criteria. Due to right issue, I cannot select it in this competition.
04/01/2015 16:28
TOC - http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Posted by Ooi Teik Bee > Jan 3, 2015 07:17 PM | Report Abuse
Dear valued members,
Please stop sending email to me to request me to participate in this 2015 stock pick. I had told Mr Tan KW in my private email to him on 31/12/2014, if many readers are requesting, I may try to please them.
I do not want to disappoint you and I agreed to participate in this competition.
Dear Mr Tan KW, I want to be fair to others, please use 31/12/2014 closing price for my pick.
Below are my 10 stocks, 10% each based on 31/12/2014 closing price.
1. Latitud @ 3.65
2. Hevea-WB @ 0.85
3. Pohuat @ 1.45
4. Homeriz @ 0.86
5. PJDev-WC @ 0.535
6. VS Industry @ 2.52
7. Favco @ 2.75
8. Naim @ 2.98
9. IQ Group @ 1.59
10. Prlexus @ 1.19
I will give away my 1 year subscription free (worth RM 960.00) to all top 3 participants for a year at the end of this competition.
Thank you.
Ooi
Ooi Teik Bee USD is strong, RM is weak, Crude oil price will be low. These are my assumptions.
I am more interested on stock selection which can be controlled by me. I cannot do anything on economy which is out of my control.
I just select the stocks to suit economy, hopefully, the end result is good.
My selection criteria are as follows :-
EBIT growth > 10%
EPS growth > 10%
PER < 10
EV/EBIT < 8.
Please note that my strategy is TA comes first, FA comes second. I will buy once the TA buy sign appears. Since this competition is not allowed to trade, I will buy and hold when the price is low.
04/01/2015 16:14
Ooi Teik Bee Most tech stocks cannot fulfil my selection criteria because I used historical data. I do not know future earning.
Inari is the only stock can meet my selection criteria. Due to right issue, I cannot select it in this competition.
04/01/2015 16:28
Total Value
90,650.40
Today's Change
+16.00 (0.02%)
Allocation
Stock's Value 86,583.00
Current Holding 12 Stocks
All Time Holding 12 Stocks
% of Total Value 95.51%
Available Cash Balance 4,067.40
Current Cash Balance 4,067.40
Unpaid Dividend 0.00
% of Total Value 4.49%
Performance
Average Cost 104,031.10
Unrealized Gain -13,380.70
% over Average Cost -12.86%
Total Capital 100,000.00
Total Return -9,349.60
% over Total Capital -9.35%
Last Updated:
Stock prices in this Watchlist/Portfolio will refresh automatically for as long as 1 hour of inactivity. After the auto refresh is off, you can re-activate it by turning on the "Auto Refresh" switch.
Turn off this switch if you wish to stop the auto refresh feature before the 1 hour limit is up.
Holding
Hints:
[1] Click the icon on table to view the stock's What If Analysis Page.
[2] Click the Shares hyperlink on table to view the portfolio's stock page.
Stock:
Cost:
| Stock | Last Price | Change | Shares | Market Value | % | Average Cost | Per Share | Unrealized Gain | % | Day Gain | % |
|---|
Discussions
17 people like this. Showing 50 of 196 comments
Dear Mr Tan,
Please adjust share split for Pohuat. 1,000 into 2,000 (13,600 shares)
and 1 warrant for 4,000 new shares after split (3,400 free warrants).
Please update the dividend as follows :-
Pohuat, 3 cents dividend ex 30/9/2015.
Favco, 12 cents dividend ex 1/9/2015
Homeriz, 1.5 cents dividend ex 27/8/2015
VS, 1.2 cents dividend ex 12/10/2015
Thank you.
2015-10-16 14:15
danger to have all exporting stocks, when the trend change, need to quickly get out!
2015-10-27 08:55
Dear Mr Tan,
Please update 3,400 free warrants of Pohuat-WB into my portfolio.
Pohuat-WB is listed today.
Thank you.
Ooi
2015-10-27 09:45
Done
Ooi Teik Bee Dear Mr Tan,
Please update 3,400 free warrants of Pohuat-WB into my portfolio.
Pohuat-WB is listed today.
Thank you.
Ooi
27/10/2015 09:45
2015-10-27 13:17
Mr ooi teik bee,
I would like to subscribe, please contact me and let me know how to?
regards
Yeoh Oon Seng
gosyeoh@gmail.com
2015-12-01 14:38
If this is not call hard sell i don't what is it..he strongly recommended so many holland stocks and conveniently say not meet his criteria when its go south. Ever so quick to take credit and not a fart when things are bad.Repent
2015-12-03 12:35
Posted by murali > Dec 8, 2015 11:29 AM | Report Abuse
Personally I have high regards to OTB's way of investment.
Simple, easy and effective.
U cant expect a 100% gain from all his recommended stocks, but a 60-70% winning probability is considered very good to me.
2015-12-09 22:15
My accuracy is 70% 7/10, ROI is 126%.
As long as you lose small and win big. Your ROI will be high.
I am very confident in my stock pick, I buy all the stocks I recommended. I know what is my winning result.
Nothing wrong to have a few lost trades.
Let all readers here be my judge.
Thank you.
2015-12-09 22:22
Dear Mr Tan,
Please update the dividend as follows :-
IQ Group, 4 cents dividend ex 28/12/2015.
Latitud, 12 cents dividend ex 29/12/2015
Prlexus, 2.7 cents dividend ex 29/12/2015
Thank you.
Ooi
2015-12-16 22:09
@OTB, will do after ex date... pls remind me
Ooi Teik Bee Dear Mr Tan,
Please update the dividend as follows :-
IQ Group, 4 cents dividend ex 28/12/2015.
Latitud, 12 cents dividend ex 29/12/2015
Prlexus, 2.7 cents dividend ex 29/12/2015
Thank you.
Ooi
16/12/2015 22:09
2015-12-17 14:32
Dear Mr Tan,
Please be reminded to update the dividend as follows :-
IQ Group, 4 cents dividend ex 28/12/2015.
Latitud, 12 cents dividend ex 29/12/2015
Prlexus, 2.7 cents dividend ex 29/12/2015
Thank you.
Ooi
2015-12-29 13:34
Sifu OTB...congratulation to you for your 2015 pick and continuosly become a Champion
2015-12-29 13:35
Dear Mr Tan,
I do not know how you are going to adjust Bonus issue of warrant for VS.
Please decide yourself.
Thank you.
Ooi
2015-12-29 13:38
Done
Ooi Teik Bee Dear Mr Tan,
Please be reminded to update the dividend as follows :-
IQ Group, 4 cents dividend ex 28/12/2015.
Latitud, 12 cents dividend ex 29/12/2015
Prlexus, 2.7 cents dividend ex 29/12/2015
Thank you.
Ooi
29/12/2015 13:34
2015-12-29 14:20
Ooi Teik Bee Dear Mr Tan,
I do not know how you are going to adjust Bonus issue of warrant for VS.
Please decide yourself.
Thank you.
Ooi
29/12/2015 13:38
http://www.klse.my/entitlement/116923.jsp - (1) Bonus Warrant for every four (4) existing ordinary shares
The Bonus Warrants will be listed and quoted on the Main Market of Bursa Securities within two (2) market days after an application for the quotation of Bonus Warrants is submitted to Bursa Securities. The Bonus Warrants will be credited into the entitled shareholders central depository system account and a notice of allotment will be issued and despatched to the entitled shareholders at the address as per the Record of Depositors prior to the listing of and quotation for the Bonus Warrants. T
But, the WA is not listed yet. So, i will use
yesterday(28/12/2015) close price - today ex price = 1.68 - 1.67 = 0.01
and credit it as cash dividend.
How i get 1.67? Last Price = 1.58; Change -0.09 - so, based on this today ex price = 1.58+0.09= 1.67
@OTB, see http://klse.i3investor.com/servlets/pfs/41947.jsp?stockName=VS
2015-12-29 14:27
Tan, I have no idea what you are doing ?
Is this the way a fund calculate value of untraded warrant?
2015-12-29 17:23
Please Refer Bursa Circulation as a way to Value the warrant.
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=172760&name=EA_DS_ATTACHMENTS
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=172751&name=EA_DS_ATTACHMENTS
2015-12-29 17:31
The exercise price of the Bonus Warrants has been fixed at RM1.65 per Bonus Warrant, which
represents a premium of 18.06% over the five (5)-day VWAMP of VSIB Shares up to and
including 16 October 2015 (being the last market day prior to the announcement of the
Proposed Bonus Issue of Warrants on 19 October 2015 (“First Announcement”)) of
RM1.3976, after taken into consideration the following:
2015-12-29 17:31
Ex-price fixed 1.65. And it is not traded. For normal Fund Accounting, we leave warrant as 0 first.
2015-12-29 17:32
But Fund MGR always like to make noise and argue, it is ex-dated, not a lose? let us see:
So, warrant Ex-price 1.65, last traded price mother before ex-date 1.68, so FV of warrant is 0.03,until it is traded.
2015-12-29 17:37
Posted by koonbee9 > Dec 29, 2015 01:35 PM | Report Abuse
Sifu OTB...congratulation to you for your 2015 pick and continuosly become a Champion
Ans : Thank you for your good words. 2016 will be a bit difficult because the price of my stock intend to pick had gone up quite a bit.
Anyway, I will still try my best.
Thank you.
Ooi
2015-12-29 18:26
Sifu OTB,u have a good track record for so many years...no doubt 2016 is a challenging year, just do your best..i am proud of your achievement so far...tqvm
2015-12-29 18:31
Ooi Teik Bee Dear Mr Tan,
Do you think there is value for warrant ?
I think your calculation is not fair.
I will accept it if you think it is the best way.
Thank you.
Ooi
29/12/2015 17:06
@OTB, i receive yr comment on 2:32pm --> Ok, go ahead.
I have no idea how to record the WA as it is not listed...
so, i use yesterday(28/12/2015) close price - ex-date(29/12/2015) price = 1.68 - 1.67 = 0.01 as the value of the warrant and record it as cash dividend....
or, pls let me know if you have better idea...
2015-12-30 00:16
Posted by paperplane2016 > Dec 29, 2015 05:37 PM | Report Abuse
But Fund MGR always like to make noise and argue, it is ex-dated, not a lose? let us see:
So, warrant Ex-price 1.65, last traded price mother before ex-date 1.68, so FV of warrant is 0.03,until it is traded.
Dear Mr Tan,
I think it is fairer to give 0.03 for its warrant.
Final decision is yours.
Thank you.
Ooi
2015-12-30 02:45
yes, I think 0.03 makes more sense. Anyway, the impact to total portfolio will not be amterial, it will not change my unit price significantly, also same on return, maybe 0.01% impact only?
2015-12-30 08:38
@OTB, I agree each warrant worth at least 0.03 (it might worth more as warrant have time value) if based on the stock price of 1.68
Based on http://www.klse.my/entitlement/116923.jsp - (1) Bonus Warrant for every four (4) existing ordinary shares
So, I allocate RM0.01 for each share, so instead of 0.03 i am giving value of 0.04 based on my method...
2015-12-30 10:25
@OTB, I agree each warrant worth at least 0.03 (it might worth more as warrant have time value) if based on the stock price of 1.68
Based on http://www.klse.my/entitlement/116923.jsp - (1) Bonus Warrant for every four (4) existing ordinary shares
So, I allocate RM0.01 for each share (19500 shares), so instead of 0.03 i am giving value of 0.04 based on my method...
See http://klse.i3investor.com/servlets/pfs/41947.jsp?stockName=VS
Let me know, are u okay with this (19500shares x 0.01) or follow what you suggest (19500/4 = 4875 warrants x 0.03)
2015-12-30 10:27
The ex price is RM1.58 which is 10 cents away from RM1.68. Hence i bliff the WA shud be around RM0.40. You cannot use Rights issue ways to calculate the free warrants. Thank you.
2015-12-30 16:35
Dear Mr. Ooi,
Firstly, I would like to congratulate you on the triple digit percent gain of the 2015 stock pick challenge. I strongly believe your overall (short-term and medium-term) portfolio is much more handsome then this >110% 1-year investment. You are GREAT in terms of combination of TA and FA as well as highly alert with the global development to come out your selection. SALUTE!
2016 New Year I wish you stay healthy and happy. Wishing you 12 Months of success, 52 weeks of laughter, 365 days of fun, 8760 hours of joy, 525600 minutes of good luck and 31536000 seconds of happiness
Warmest Regards,
duit
2015-12-31 13:44
Dear duit,
Success is through hard work. I had spent many hours to analyse stock market. I will never stop learning new strategies from all writers in I3. I make it a point to learn from all sifu as long as I can use the strategy to make money. Hope to learn from you too.
I do not like to attack or criticize other sifu in I3, to me I still need to learn from all of them. I am always open to new idea.
Thank you.
Ooi
2016-01-01 15:49
Dear Mr ooi teik bee,
I would like to subscribe, please let me know how?
Rgds,
Pang SH
pangsh2@yahoo.com
019-7554928
2016-12-21 19:02
pjforsuccess
otb penta drop today
2015-10-07 01:19