Friday, September 28, 2007

^V^ Portfolio as at end of September 07 ^V^





^V^

My strategy, Masteel,Onastel,Plenitude n Oilcorp r meant for mid term play ( latest by next cny i will sell them off ) , d rest i will go for trading play .

Tan Teng Boo forecasted KLCI 2000 by year 2008 , what do u guys think ? mine is still d same 1,500 to 1,600 is good enough already ^V^

23 comments:

RedsArmy said...

i saw u bought many keladi?
wht made u so confident to buy in this stage?
i tot normally stock will drop once they split...
is it 0.25 good to buy already?
how's keladi fa?

Anonymous said...

U are really superb, really impressed with all yr call b4 hand picks, keep it up sam.

Anonymous said...

sifu, thank for all your tips esp Ranhill & Swee Joo, I am still holding it, TQVM.

Samgoss said...

bro redsarmy, why i choosed keladi ? well... first, talk about its FA, 2 otrs giving u 1.25cts, 4 qtrs will grant u 2.5 cts, at current price of 0.25, its pe stood around 10, second, it is under property, theme play is still there, third, she drop from d sky of 0.45 to current level of 0.25, pretty safe at current level n its volume is huge also. 10 to 1 shares split has taken into consideration for d above calculation. i rated it as trading buy, mkt is heading to 1,350, thus , there is great chance for her to bounce back >0.30.

Samgoss said...

pls take note : 100 lots of keladi only cost me about 25K which is less than 10% of my total holding, not so many as u thought. if u guys still holding masteel n onastel, trust me ! more room for them to climb up in near future.

Unknown said...

Sorry to say, but I'm with the bear,

I'll put my money on KLCI drop to 800 by November.

So far, i've been bleeding money like a diarrhea sufferer in the future market.

But i'm still around, still shorting the future.

May the force be you.
Muahahahahaha

The (un)holy Trinity
1. Subprime
2. US consumer
3. Shanghai bubble

... now waiting for the 3rd sign before buying stock again.

Samgoss said...

hello ikanair, i wish yr forecast come true, but dont fall in this year, hopefully she falls after i dispose off my shares in d coming cny..ha ha.. dont worry, d crash will definitely take place..My forecasting is 2nd qtrs to 3rd qtrs of 2008 , let see who is correct ^V^good luck ^V^

KC said...

Agreed with samgoss, US$ is depreciating, price of commodities surge again, everything will go up in this Long Boom century.

Holding shares is better than holding currency note(money).

The equity market will go up & is sustainable at least for another year.

Holding Steel counters with reasonable valuation is not a bad idea!

Anonymous said...

sam, what do u think of pmetal, not much movement for this counter. do u think it is still waiting at 1.59.... it had gone up 2 rm2.20 when d market was 1380. what do u think??? any comment..d warrent is at 1.22 now, can buy in now???/ oilcorp.. wake up now b4 it is too late....miss d bull run now..i will hold rcecap as u do..haha, at least 1.10

Samgoss said...

Tailow, RCECAP will definitely come another round, she is deal for profit taking lately, KC commodities surge will proceed till mid of 08, guys, pls check out d PE of my 3 major holding :=Masteel, Onastel n Plenitude ! with this type of bull mkt , PE around 5+- is something unbelieveable ! as for pmetal, if i were u, I will go for its mom instead of son.

Anonymous said...

Sam,may i know what is your target for plenitude?i target RM5 for this counter based on PE12.Still have a lot more to rise.I like the ways plenitude trade.No volume,slow and steady.Once it want to move,then it will be very fast.It has large land bank at terbrau(IDR),Sg Petani(monorial ,Ncer),Klang Valley.According to my fren,most of the people that work in butterworth do buy house from Plenitude at Sg Petani.But they are not many ppl buy this stock?If u are a purely FA investor,how can u miss this stock??Sam,am i right?

Sam said...

First time follow yr recommendation,thanks Sam for MASTEEL.Think will buy some RCE too.Cheers

Anonymous said...

Sifu Sam, What a bad memory of d 1997 economic crisis 4 me! Now after 10 yrs, it seems like another crisis is going 2 take place next yr, Sam could u eleborate more specifically how bad d imminent crisis will b? Worse than 1997? KLCI will drop as low as 1997 level? n without ur guidance around by then, how r we going 2 invest? Hv all these questions coz i'm 1 of d victims in '97 crisis. As Chinese saying: "Met ghost once, u'll b scared of d darkness 4ever" So, hope u'll still b around next yr or we won't b able 2 find d light at d end of d "DARK tunnel"! I think this is not only my will but d rest of ur "fans" too! Think abt it, Thanks!

Anonymous said...

any comment on insas?

Samgoss said...

Bought 20 lots of Bjcorp at 0.555 for trading play ^V^ to mr annoy, Insas earning has improved, 3qtrs eps giving u 7.76..not a bad bet. further more it is fall under political theme also.. go for it if u hv patient n holding power.

RedsArmy said...

haha...finally there's something i bought b4 u sam...
i collected bjcorp at 0.44 since half yr ago and bjcorp-lc from laztime bjcap bonus rights...

heard tht it will shoot up to rm 1

Anonymous said...

MTD? slow n steady..

chaoticwunderkid. said...

Uncle Sam any comment on Ranhill,Leader and Faber?. Lately these shares hardly moves like it use to be for the last couple of months ago.

chaoticwunderkid. said...

Any comment on DXN?. Good results all this while and one of the main participant in the NCER but hardly moves until tis moment.

chaoticwunderkid. said...

Uncle Sam any comment on Ranhill,Leader and Faber?. Lately these shares hardly moves like it use to be for the last couple of months ago.

Benjamin said...

Hey redsamy, we are in the same boat man. It really feel something diff to know that we bought some counters before Sam. haha! I entered at RM0.365 20 lots + those bought before capital restructuring.
I also believe it will shoot up to RM1 because Vincent Tan has converted lots of his LC into ord shares @ exercise price of RM1.00

Anonymous said...

Hi Sifu Sam,

Thanks for sharing your portfolio with us!!

Can I ask what your trading strategy is? I noticed that you buy and sell the same stocks a few times, would that be right?

Do you have a target price for Masteel, Onasteel, RCE, Plenitude? or will you just sell them when the price and volume of these shares go up, say another 10%?

Thanks for your feedback!

Ben

Samgoss said...

To Ben, yes u r absolutely right, I rated some stocks for trading buy r for short term hit n run, those stock like masteel, plenitude ,ornasteel r meant for mid term hold, anyway, i will not hesitate to sell them off once it reachs my tp , alternatively, i may sell them in stages also.