Wednesday, October 31, 2007

^V^ Portfolio as at 31 Oct 07 ^V^







I hv taken RM 44,099.30 profit in month of Oct (Thanks to Liondiv ,Muind n Bjcorp ),unrealised profit is now stood at RM48,229.00^V^ My cash vs shares status is currently stood at 0.45 : 0.55,which is in healthy position, I feel extremely comfortable with overall returns of 321% or profit of RM577,071.50 !

For those who holding Engtex, RCEcap n Mahsing, second wave of rise will surely come $$$$$ !

This is what i always stressed "Beauty of fundamental !"

188 comments:

Anonymous said...

God of shares, is me again 5 steps from klang he he, my uncle asked me to say thanks to you, if possible, we really want to thanks you in person, do let me know if we have the pleasure to meet you up, million thanks for yr rcecap,mahsing , engtex & also liondiv. YOU ARE THE BEST !

Anonymous said...

sam , i dont want to be named as si bodek but still I have to say

u are superb :}

Anonymous said...

Really 高手!

Anonymous said...

master class master class 高手!高手!

Samgoss said...

someone asked what is d tp for engtex ? well.. i will says 1.00+ is my tp, anyway 0.95 pun sudah cukup lah, still remember my posting of engtex n its warrant ? this is what i hv posted d other day :-


Samgoss said...
read this >>http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/LsvAllByID/48256E5D00102DF348257383003593C6?OpenDocument

engtex warrant conversion is 1.25, 1.25 - 0.75 (engtex mom )= 0.50,

if its warrant opened at 10cts, it is still expensive to buy if u calculate it based on sense, 10cts + 1.25 - 0.75= 0.60, 0.60/ 0.75,x 100% = 80% out of money !! BUT !! we r in bull mkt, thus anything below 10cts for warrant is relatively CHEAP !

What i am trying to say here is :- if they want to make money from warrants, they hv to push up its mom ! i forsee they will do that in order fro them to make $$$ from its warrant.

Samgoss said...

klang patrick, no need to thanks me, street money is free to grab, but u must know how to grab, as i said :- a kid using gun (FA) to hunt tiger is 100 times easier than a man using pillow (TA) to hunt tiger !

if u choosed d wrong method, shit is what u grab ^V^

Still d same answer : sorry bro, i meet no one ^V^

Unknown said...

Hi Uncle Sam. This is your old friend, iceskull. I stumbled on your blog by chance. Top class picks as expected. Cheers.

Anonymous said...

Sam, actually how to see a company's intrinsic value? cos in my opinion, i think it is de hardest part in FA analysis and is the most important element in FA method as wel..thank u for teaching..learn a lot from u...really thank u..

Benjamin said...

Sam, you behave like a "深山里的高手". ^_^

I have to say thanks too. By following your method of investment, I have recovered my losses on the killing call warrant...

Anonymous said...

how come many good shares with good FA also not performing as par with the KLCI...

take for instance, EKSONS... NATBIO... i can say its really good results... but nobody notice... y ah... sifu HHHEEELLLPPP... how come i always got into a dormant counter...

Anonymous said...

wah sam now i feel investing more fun than my degree! bad side is cannot concentrate anymore on study hehe.

Anonymous said...

Sam,great pick on the KELADI and MAHSING and others.
Would like to hear your advice on MEMS. A lot of FA analysis report is showing good fundamental, however i would like to hear from you on your view.
Thanks, still learning on FA. Kelvin....

Anonymous said...

hey uncle sam, thanks for ur tips on RCEcap. If I am not mistaken, the Tp is around rm1.1?

Haha... cheers & have a nice day!

Samgoss said...

Welcome welcome my long lost osk friend iceskull ^V^ how are u ? should be very "ho sei " i guess . top class picks ? pai seh pai seh, not me credit, all belongs to warren buffet, he teached me how to use gun (FA) to hunt tiger,otherwise i would be lying dead on d street long long time ago. ha ha

Samgoss said...

Benjamin, happy to know u hv recovered losses from killing call warrant ^V^

Call warrant ? I used to play b4 (KLSE1,100+/hangseng 21,000+) one must know there r no longer"CHEAP" at current level of 1,400 or hangseng of 31,000+ !! u see d risk ? further more, one must also understand d basic fundamental of supply n demand , look around, how many call warrants we hv as compared to year ago ? d killing part was d time frame is too short ! 6 months down d street is like gambling with late uncle lim !

One can always tell, i made so much so much from call warrants lately , well... talk is free ! how about call warrants that u lose ? we dont see u telling that !

Asking ppl to buy call warrants is like playing big n small with uncle lim ! r u not a fundamentalist ? whether u put 5 % or even 2% of yr portfolio u r still consider as gambler, dont u remember what warren buffet said : rule no 1, dont lose money in shares mkt, his rule no 2 said : pls refer to rule no 1 ^V^

Samgoss said...

Someone asked me : u said buy solid FA stock, y stocks like Metrokajang, bkoon, ekson n plenitude still stay like a rock despite d recent rally ?

well :

u must understand 2 things

1) liquidity of its shares, majority of its shares controlled by major shares holders + they r very low profile people, if they reluctant to let go their "no entry" hand, usee what u see ^V^

2) popularity & goreng, look at MRCB ,tebrau ,Iris ,uem.. FA wise, , no way they can match with counter like Plenitude n metro kajang ! but still they gone like nobody biz ! tak lain tak bukan popularity n goreng adalah pemangkinnya ! old saying, if u want buy solid laggard FA stock like metro kajang n plenitude, u must hv patient n holding power.

Samgoss said...

Bern, aiyahhh.. why u cut ? i thought u want to hv 20th anniversary with us ? mana boleh macam ni ? my friends already bring his gf, aunty n ah pek waiting for d count down party lah ! macam ni die lol !?? ha ha.. see ? as i said, i doubt he dare to stay int rate at flat !

Anonymous said...

SAM,wht do you think about MEMS?

Anonymous said...

SAM,wht do you think about MEMS?
respect, newbie

Samgoss said...

MEMS ? wowww 4th qtr improved 56% with whole year EPS of 3.28 cts ! PE 15+,good to buy ? well, depends on what type of player u r, if u r speculator aiming for fast money, i will says this stock is much much better than ligua n iris ! if u r investor going for FA, my advice :NO" ! if i am not mistaken she came down from 90+ years ago, based on its volume, i can see something is " cooking" there.can u smell it ? btwn ipower n mems ( both r mesdaq stock)I prefer ipower based on its FA giving u PE of 5 !with eps of 10.75cts. u decide bro ^V^ good for trading play.

Pls take note : I am not interested on mesdaq counters, d above comment does not indicating buy on ipower .

Unknown said...

Hi Uncle Sam,

Can I ask your advice on "Hong Leong Capital". Does it look solid FA?

Thanks

Samgoss said...

^V^ It is not wise to chase engtex wa at 0.30+, if u hv confident on engtex, go for its mom y choosed its warrant ?

simple calculation :-

1.25 (conversion price till 2017) +0.30 = 1.55 !!

its mom is only at 0.80

0.75/0.80 x100% = 93% out of money !! even u add in d holding cost for 10 years ! it is still expensive buying at 0.30+- !!they r really brave !

IF u hv engtex wa in hand, sell it n swap to its mom !

Unknown said...

Sam,
What about DPS? What is the target price? Have been holding it for sometime?

Samgoss said...

alfred, good pick ! HLCAP, 1 qtr giving u EPS of 8.38cts, 8.38 x 4 = 35cts giving u PE of 5+ it is dirt cheap at 1.97+, good call ! I will consider to buy if d timing is on my side for swap. n also need to wait for its volume too.

Yeo said...

Dear Sam,

I have been following your blog for the past 2 months and i find it very very helpful. I bought the rcecap and glomac which both went up! TQ! TQ! Can u add me in ur list as well......thanks! keeyeo@gmail.com

Anonymous said...

engtex experiencing profit taking but im holding on.sam is this normal?

Anonymous said...

any comments on natbio? 2nd boarder newly listed...

Anonymous said...

kianjoo le sifu sam ?? quarters earning consider good ma
??

Unknown said...

Hi Uncle Sam,

Thanks for your advice, it really boost my confidence. But, the volume is damn thin although hot news on HL Bank on acquisition, quite strange...

Would you mind share with me how to cam the buy signal, although I am not TA supporter.
(Fyi today is the last date for 5 sen dividen.)

Unknown said...

Dear Sam,
Since yesterday my email not receive any update from you and others.I only can follow your comment through your blog. Pls resume me back in your mailing list. Thanks very-very much...mhmu08@gmail.com

Anonymous said...

sifu, your glomac is coming ^_^, i bought at 1.34 as per your advice yesterday, your timing is absolutely perfect. mind to teach us how to catch the timing ? tq sifu.

Samgoss said...
This comment has been removed by the author.
jen said...

Hi Sam,
Have been following your blog for some time and have even recommended to friends. you are really a rare specie in this modern world - ever willing to share and teach. thanks so much for the valuable lessons and useful tips. could you please add me to your mailing list: jfyc@streamyx.com

Samgoss said...

Samgoss said...
Timing ? come on bros ! if i tell u i know how to cam d timing, do u believe that ? only bull shit TA claimed they know how to catch d timing ! if they really know, they dont need to marketing around to sell their software anymore !! no one able to catch d timing perfectly, included me ^V^

My method is, see d volume , get its FA , buy n wait ^V^

Only sin ka will tell u he knows when to get in n get out !

I know by saying d above, TA bloggers will get offended, but sorry to say, i am telling d truth, if u want me to say something u like to hear , NO WAY hosay !

Anonymous said...

Uncle Sam,

TQVM for the sharing & teaching.
Could you please add me to your mailing list. ngsl6892@yahoo.com.

herbert said...

PETALING JAYA, Nov 1 (Bernama) -- Malaysia Steel Works (KL) Bhd
(Masteel) which has completed the implementation of new technology
at its meltshop in Bukit Raja Klang, said its managing director Tan
Hean Leng.
"The new technology implementation is part of a two-and-a-half
year RM90 million strategic programme to increase cost efficiency by
using the best plant and process technology," he said at media
briefing here today.
He said the plant had increased current production capacity by
14 percent to 400,000 metric tonnes per annum.
"The completed exercise had successfully reduced the overall
cost of production by 10 percent this year, and is expected to
further increase production capacity up to 450,000 metric tonnes per
annum by 2008," said Tan.
He said the higher production capacity was also timely in view
of the expected increase in global demand for steel products.
Masteel currently has a manufacturing capacity of 700,000 metric
tonnes per annum (mtpa), consisting of a 400,000 mtpa meltshop
producing billets and a 300,000 mtpa rolling mill producing bars.
It exports 30 percent to 40 percent of its products and has 68
domestic dealers and several international trading houses as
partners in Singapore, Thailand, Vietnam and the Philippines. --
BERNAMA
INA

Unknown said...

Thanks, Uncle Sam

i will keep it in my "FA but low volume catagory", waiting volume to pick up.

Phil said...

Have been on the roll these two weeks. Even my remisier is impress. Glomac...yahoooo

Thank you, my lord.

Benjamin said...

Fully agree Sam.

No one can really enter at lowest and sell at highest. FA is still the best investment methodology.

I thought today market will shoot up but too bad, it's the other way round ... maybe everyone were scared by the USD96bbl crude oil price. It just come too fast, USD100bbl just around the corner.

herbert said...

Dear Uncle,

What do think about YUNKONG stock? Is it a FA stock?

herbert said...

good news!! ~~^^

5020 GLOMAC GLOMAC BHD
Proposed Sale and Purchase of Glomac Tower

Proposed Sale and Purchase of Glomac Tower
The Board of Directors of Glomac Berhad ("Glomac" or "the Company") is pleased
to inform that Glomac Al Batha Sdn Bhd ("GAB"), a subsidiary of Glomac has
received an offer from Prestige Scale Sdn Bhd (Company No : 786912-V) ("the
Purchaser") of Level 8, Menara Yayasan Tun Razak, No. 200, Jalan Bukit Bintang,

55100 Kuala Lumpur to purchase GAB's proposed development called Glomac Tower,
a Grade "A" office tower located at Section 57, Bandar Kuala Lumpur for a total

purchase consideration of RM576,853,150.00.

The Purchaser has paid a sum equivalent to 2% of the purchase consideration as
earnest deposit to GAB.

The Company expects to complete the Sale and Purchase Agreement by the end of
the year. An announcement on the details of the Sale and Purchase Agreement
shall be made in due course.

This announcement is dated 1 November 2007.

cc. Securities Commission
Fax No. 62033459

Samgoss said...

lots of contracts due for Mahsing 2molo, those with no holding power will create some selling pressure 2molo, taken 10 lots profit @ 1.83 this morning, will buy back 2molo at anything below 1.84.

Philip, happy to know u made $$$ from glomac, happy 4 u though i hold nothing out of it.

Anonymous said...

Uncle Sam,

Thanks for the sharing & teaching. You really help me recover previous loss.
Pls add me to your mailing list. paksiew_c@yahoo.com.

Rgds...

Anonymous said...

Sam, mind add me in ur mailing list? san.hwong@gmail.com

Anonymous said...

lcth (stk code 5092) has been listed for quite sometime, quite profitable and quite flush with cash yet this counter has remained in the doldrum ever since. can u pls help us to understand why is this so.tqvm

Anonymous said...

sam, following your blog all this while n gained so much. This is the 1st time i write something here. Sincere thanks fr me n would appreciate if you include me in your mailing list. apchan70@gmail.com
Thanks.

Anonymous said...

Hi Sam,
Could you please add me to your mailing list via learn-2-invest@hotmail.com? Millions Thanks

adwin said...

I have been following your blog everyday for the past 2 months and i find it very very helpful. I bought the masteel TQ! TQ! Can u add me in ur list as well......thanks! butcherchong@hotmail.com

Unknown said...

i am a new in the share market. Can i join ur boat? my email butcherchong@hotmail.com. TQ TQ

RoastDuck said...

Sam, what are ur comments on Dialog? is there any potential for this stock?

JB119 said...

Uncle Sam,

Your FA stock picks are fantastic. Made some $$$ on Mahsing.

Please add me to your mailing list also. joeblack119@gmail.com

Tenkiu! Tenkiu!

Calvin said...

sam, i am new to the share market and really appreciate your sharing and teaching!!! can you add me to your mailing list as well? chok0879@gmail.com

Thanks!!

Calvin said...

Sam, I too am new to the share market and many thanks to your teaching and sharing! could you add me to your mailing list as well?
chok0879@gmail.com

Thanks!

Anonymous said...

Uncle Sam,

Please add me to your mailing list also. pengkiat@gmail.com

Thank you very much.

Anonymous said...

sam your skpres coming 0.185 now^_^ really geng , all down but not skpres. bravo sam

Samgoss said...

wowww! all red acroos d board !!! frightening ? definitely not me ^V^ skpres coming ? ha ha good ! now u see how they move ? they will wait until ppl sell off then only they come, if u want to make money u must hv patient n holding power.

If ur holding FA stocks, check yr entry price, didnt u still making now ? those who bought at low, u hv margin of safety in hand, u got nothing to lose.

Anonymous said...

agreed sam, my glomac,mahsing & liondiv still in positive territory, I have 100% confidence on you. thank you:}

Anonymous said...

fist time see gal's name appear in ur blog sam..hehe...

Anonymous said...

Sam, can u explain on why the market is down today?

Anonymous said...

sam.你好!恭喜你又成功了。。。希望我们能在股市里大赚。Please add me to your mailing list。。。vmobilehouse@hotmail.com 谢谢你

Manfred said...

Hi Anonymous,

Not just for malaysia market drop as you can see those in region as same.
Just be patient if you're a FA player why worry so much on that.
Just yesterday US market drop 360 point so what you think today our market? sure follow drop but not as much point on that only :)
http://finance.yahoo.com/
http://www.bloomberg.com/markets/stocks/wei.html

Anonymous said...

im new to share market and just wonder wat is the situation now..never worried before as im very confident in Sam..cheer =p

Samgoss said...

be hero but dare not to say it b4 hand ^V^


Seems like ppls started to talk about cresbld, 1.27 in short term ?perhaps u should look at its son @0.44+-, it touched as high as 0.63 when its mom stood at 1.27 b4 cny, which is better ? mom or son in term of return in percentage ?


Someone mailed me asiaep after hand..ha ha..told u already, i am not interested after hand stories, want us to praise u ? can ! provided u can tell us b4 hand n also with proven track records ^V^ read d below>>

Date: Mon, 19 Mar 2007 13:27:27 +0800
From: "bursamaster" Add to Address Book Add Mobile Alert
Subject: ASIA-EP & ASIA-EP-WA... look like it will moves higher since it has absorb lot of selling at 0-615 to 0-632 level. Expect to move to abt 0-68 in afternoon


***

Read d above, an anlysis by TA blogger on asiaep @0.685, can someone tell me what is d price for asia ep now ???

0.35 is d last done price ^V^ now u see how " superb" TA was !??


My golden words :- 冥冥中早注定你是富或贫,是错永不对, 真永是真,任你怎说安守我FA,始终相信FA是金

Anonymous said...

god of shares, your pmetal is moving leh..bravo $$$$ yr skpres also moving up abit today $$$$$ wah ha ha

Anonymous said...

Sam, is it good to enter the market now as some of ur FA stock price has drop? which would u recommend?

Lee said...

"You’re neither right nor wrong because other people agree with you. You’re right because your facts are right and your reasoning is right—and that’s the only thing that makes you right. And if your facts and reasoning are right, you don’t have to worry about anybody else." -WB

Anonymous said...

Sam, i hav swap skpres at 0.17... wats ur Tp for tis stock?

Anonymous said...

Sam, do u think is this time suitable to buy in some stocks back like mahsing, engtex due to temporary market downfall?

Anonymous said...

stock god sam, Glomac all the way up $_$, yahooo, tqvm, you are the BEST !

Samgoss said...

i try to buy back 10 lots mahsing that i sold yesterday at 1.70, too bad, nothing done ! if u hv confidence on mahsing n rcecap, buy on dip ! but make sure u dont over explore yr fund ^V^

Anonymous said...

sam u still hold engtex?

Anonymous said...

sam, our masteel climbing slowly but surely , good sign ? any comment ?

Samgoss said...

Masteel ? of course she is coming ! it has been very high profile lately, one press release by its MD yesterday talking about how good his company is.. guys, i can assure its coming qe ( should be by this month end ) is definitely another flying one ! u can see how strong she is today ! 15K unrealised profit in hand but still i prefer to hold !

hint already given by its MD, she said := i am coming ..i am coming$$$$

How could u ignore such a pretty masteel whose waving her hand to u ?

:-
PETALING JAYA, Nov 1 (Bernama) -- Malaysia Steel Works (KL) Bhd
(Masteel) which has completed the implementation of new technology
at its meltshop in Bukit Raja Klang, said its managing director Tan
Hean Leng.
"The new technology implementation is part of a two-and-a-half
year RM90 million strategic programme to increase cost efficiency by
using the best plant and process technology," he said at media
briefing here today.
He said the plant had increased current production capacity by
14 percent to 400,000 metric tonnes per annum.
"The completed exercise had successfully reduced the overall
cost of production by 10 percent this year, and is expected to
further increase production capacity up to 450,000 metric tonnes per
annum by 2008," said Tan.
He said the higher production capacity was also timely in view
of the expected increase in global demand for steel products.
Masteel currently has a manufacturing capacity of 700,000 metric
tonnes per annum (mtpa), consisting of a 400,000 mtpa meltshop
producing billets and a 300,000 mtpa rolling mill producing bars.
It exports 30 percent to 40 percent of its products and has 68
domestic dealers and several international trading houses as
partners in Singapore, Thailand, Vietnam and the Philippines. --
BERNAMA
INA

transformer said...

hi i'm new to the blogger.. amazed at the rate sifu sam made his calls.. i hope to learn from u sifu sam... if u willing and don't mind, can add me to your call list? my email is transformer2699@yahoo.com
i am own small portfolio and plans to grow it so that i can reduce off my house loan when market crash in future.. thanks a lot!!!

Samgoss said...

Yes, engtex still holding 100% ! y ? scared i cabut without telling u ka ? it will come..dont worry ^V^

Anonymous said...

Bro Sam,
Hahaha u r so funny "scared i cabut without telling u ka ?"
I think some of your younger fans still need constant reminders hehehe

Swapped some old lethargic stocks for Keladi today. Hope she flies soon too :)

Happy Weekend & G'luck 2U 168 888
From the 2U guy

Richard said...

skpres volume upupup!!! jz be patient right??

Samgoss said...
This comment has been removed by the author.
Samgoss said...

guys, latest update on engtex, big bulk bought in by its boss on 2 Nov , see d attached picture ^V^

Seeing d big bulk bought by its boss at cost 0.73+, I dont think its boss allow its shares go below 0.70 ^V^

November

Benjamin said...

Sam, I just read the announcement on Masteel on the JV of largest commercial radiophamacy in Malaysia. I believe this should be outside of the core business right? Wondering do they have the capability to run business other than steel industry. Potentially Masteel may need to raise signficant to fund this project.

What do you think?

Anonymous said...

Sifu sam, I've been flowing ur blog for the last 2 mths and am impressed with ur FA approach rather than other ppl's TA. I'm not going to praise or 'bodek" b'cos probably by now u r aldy kebal (bah liao) fr the pervious msg. Sifu with my ltd bullets i can't invest like ur power. Kindly include me in ur mailing list to get some packet money. TQTQ

Anonymous said...

Sifu Sam,

I've forgotten to incld my email add just now and it is ctboon@gmail.com TQ so much in advance for ur kind consideration

Anonymous said...

Uncle Sam
Update on OPUS
OPUS PLC Suspended on 29/907 for restructuring into 3 new Opus for every 1 old Opus.
New OPUS Start trading in KLSC on 30/10/07
Ex-date price RM0.93
Day high RM1.10
Day low RM0.95
PE = 4.5 @RM1.00

Opus IC (Subsidiary of OPUS Bhd) was listed on the New Zealand Stock Market on 30 October 2007.
66% hold by OPUS Bhd, 19% to public, 15% to employee
Offered price to public (19% shares) at NZ 1.65 (app RM110 Million already pocketed)
1st day 30/10/07 closing UP NZ 34 cts
2nd day 31/10/07 closing up NZ 2 cts
3rd day 1/11/07 closing up NZ 3 cts
4th day 2/11/07 closing no change
Total gain in 4 days = NZ 39 cts to closed at NZ2.04 (up 26.3%)
Based on 66% equity (exclude 15% employee equity) hold by OPUS, NZ 39cts gain is equivalent to a gain of NZ 90 million.

UEM & Khazanah are main share holder, OPUS is the appointed Project Manager for most of the RM billions projects awarded to UEM under the 9MP

Good Buy ?
Your comment please.

PMTEE PCW9340@yahoo.com

Yeo said...

hi bro sam,

i am really amazed by your FA knowlegde....i hope i can be like u one day.....what books can u recommend me to read to start with?

Anonymous said...

$ifu $am, u notice ur name with "$" sign? I think this is d most appropriate n creative way 2 "bodek" u! Ha ha ha...
Bought Engtex @ 0.735 n wait 4 2nd wave.
Btw, fyi French Open semi final live on Astro @ 9pm. Hope u enjoy d games... chou.

Benjamin said...

Here is summary of further details of Masteel investment.

http://whereiszemoola.blogspot.com/2007/11/masteel-diversification-into-biotech.html

My question will be when can this new JV commissioning? RM40mil investment to reduce impact of cyclical steel industry ...
This will further increase Masteel gearing to RM240mil (I guess).
Any comment Sam? I still holding few lots of Masteel ...

Samgoss said...

Hi ben, personally i dont like company ventures into something they r not familiar with ! in masteel case, it might be good for long term where she can diversify it biz as u know d steel industry is quite cyclical, it will definitely burden its existing debt in short term, but i dont think it will bring bad impact to its share price in shorterm , ( at least from now till next cny, n also Local steel makers will be enjoying good fortune with the raise of steel prices for another 1 to 2 years time due to contribution of 9mp.)

I am still bullish on its share price in short term , further more, my holding periond for masteel is only meant for short term , I will dispose them off latest by 28 feb 08 which i think i can easily make another 20% gain from its current price by then^V^

anakin said...

Sam, i have picked PBA, Yechiu & Unisem for my next purchase based on their fundamental (PE which bring more then 10% return). Any comment from you on this 3 counter.
I still doubt with my study and analysis.....thanks

Samgoss said...
This comment has been removed by the author.
Samgoss said...

yah..ben, if u r worry about its manageable debt, y not u go for ornastel ? debt position better than masteel^V^

FYI, dont be so particular on its debt position, d same person commentted negatively on ranhill @ 1.50+ bcos of its debt, look at ranhill today, can u buy at 1.50 anymore ? another one is maemode @1.10, same old story on its gearing, mind to tell me how much maemode closed yesterday ? never forget SURIA @ 1.15 also ^V^

Dont always go by d book ! as i said u cant find zero gearing, high nta, good cash flow, low pe N good management stock in bull mkt ! can u ?

Samgoss said...

Ben,pls ask him what is his call on masteel ? sell or hold ? dont come n tell me all this bull shit story of " lousy stock still stand a chance of rise in bull mkt !" if that's d case, y not u close yr eyes n jump in ? u need to do all these crab research ? ha ha... result will speak by itself.

tak a look at :-
http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_fe6dae81-cb73c03a-17ebe660-d64e0d28

http://www.biznewsdb.com/english/newspage/newspage.asp?ID=7110220&file1=7&bulan=11&kw=wwqq

They r being very high profile lately , good sign ? u wait n see ^V^

Samgoss said...

Ben, can u see how high profile they r :-

Masteel to attract foreign funds

PETALING JAYA: Malaysia Steel Works (KL) Bhd (Masteel) plans to organise more international roadshows in its bid to attract foreign funds' participation.

Managing director and chief executive officer Tai Hean Leng said the group held a roadshow in Singapore last week to explain to fund managers Masteel's plans, product offerings, sales and earnings records and growth prospects. Hong Kong will be the roadshow's next likely destination.

At a press briefing yesterday, Tai said: “We believe it is timely to take Masteel to the next level (international exposure) after focusing on fund managers and analysts within Malaysia in the past years.”

Masteel is the fifth largest integrated steel player in Malaysia with total production capacity of 700,000 tonnes per annum from its billets plant in Bukit Raja, Klang, and steel bar plant in Petaling Jaya.

Tai said the group had completed the implementation of new processing technology amounting to RM90mil at its Bukit Raja plant, resulting in billets production increasing by 14% to 400,000 tonnes per year. This will be increased to 450,000 tonnes annually in the first quarter next year.


They r being very high profile lately,thus, I am bullish on its coming QE which suppose to be published by latest end of Nov .

One must understand what is calculated risk, deal with it n manage it ^V^

Anonymous said...

zero debt companies that has not moved...

EKSONS

NATBIO

s-hit load of $$ but aint moving... patience is the word!!

Anonymous said...

Sam, will masteel be too high price to purchase now? and in addition to it, where can u find the industry PE?

Samgoss said...

Masteel too high to enter ? dpends on how u value it ^V^

Average PE for steel industry is around 8+

Masteel PE is currently stood at 5+- ^V^ still room for her to move up, same goes to Onastel $$$

Rookie, i dont really enjoy yesterday match btwn lee n chen n also d double match, one sided match, no opmmm at all !I am looking forward tonight match btwn Lee n Bao, hopefully same as what they hv performed in danish open meet.

Anonymous said...

Dear Sam,great calls and I am starting ro recover some lost.Last time coffee shop tips also I HANTAM but now more cautious.Thanks
BTW could you add me to your mailing list?ss9641@hotmail.com

Sam said...

Sam,thanks for your good calls.I hv recover some losses after following your blog.Please add me in your mailing list. ss9641@hotmail.com

Anonymous said...

So do i $ifu $am, in fact i was wondering y Koo n Tan could lose 2 d Japanese pair, especially d Bald head player, looks like joker 2 me on d court!
I'm sure Chong Wei could beat Bao this time should he b more consistant throughout d match 2nite so as Engtex, should b able 2 rally all d way up 2moro...(back 2 share market pulak...)
$am, enjoy 2nite 8pm live on Astro, Bye!

Unknown said...

Sam,
mind add me in yr mailing list
liew.ivy70@gmail.com

Unknown said...

Sam,

mind add me to your mailing list,
liew.ivy70@gmail.com
tqvm!

Benjamin said...

Sam, you bet. I am currently holding both Masteel and Onastel... ^_^

Believing current depreciation of USD will further boost commodity price in coming month. Let's sit and wait for falling durian.

Anonymous said...

Would appreciate if you could add me to your mailing list.

nky17@hotmail.com

Thanks.

Silent witness

Anonymous said...

Wow! U got FANTABULOUS return on ur investment!!!!

KEEP IT UP....

Mind to add me in your mailing list? Email: fionaggl88@hotmail.com

Thanks in advance.

Anonymous said...

sifu, someone posted yr portfolio in investmentlink blog, take a look, instead of hantam u on akntech, i think he is promoting yr blog lah, ha ha let all the people know how good u are . more & more people knows how good our stock god sam is , cheersss

Pmetal rose despite mkt slump, good call sifu.

Anonymous said...

uncle sam, just came across your excellent blog thru annoy 's posting from investmentlink blog, i should have know you earlier, could you please add me in your mailing list ? my email address twoknives1027@yahoo.com.

thanks in advance

Benjamin said...

Just visited Investmentlink blog, saw someone claiming made 120k loss on greenpacket and the other 1mil on KNM... dunno how true it is.

They should have invested based on FA, at least downward risk has been largely eliminated.

Samgoss said...

hi guys, just came in to office,, woww Hangseng down 1,400, dow future down 70 points at time if writing, i guess there might be another 100 over points down by dow tonight..dont play play.. hence, i hv taken profit on pmetal @1.85 just now, will buy back 2molo @ < 1.78.

Samgoss said...
This comment has been removed by the author.
Samgoss said...

Windchaser, thanks for yr alert ^V^ ha ha..must be job done by those sour TA fellows lah ! akntech ? old story already.. yes, lose 1K+ on speculation of akntech ^V^ so ? this show i am not only post my gain trades , i post my loss trades also ^V^ any big deal Mr annoy ?wanna to promote my blog ?ha ha sorry my annoy, i dont need it at all ^V^ wise ppl know what to choose n follow, i am not like those TA buggers who begging around asking ppl : pls buy my TA software lah..please.. my TA software really good one ! pls help ..help to buy please ^V^kgn marah yah !?

Childish act wont make u grow smarter !

Anonymous said...

Sam, mahsing is 1.70 now..time to go in?hehe...

Samgoss said...

DOW future down 113 points, hang seng down 1,500+, thus..play safe>> I hv taken profit on RCEcap at 0.935, will buy back 2molo at anything below 0.88 ^V^

Samgoss said...

Those who bought glomac @1.34 d other day, u should take profit now ! dont worry, plenty of value stocks awaiting for sales if dow down >100 points tonight.

Manfred said...

agreed with bro sam, same as mine i have sell my rcecep at price 0.945 jus more then u 0.01 cents :) ... take so small profit n will buy back. "i will be back"

vince said...

Dear Sam,

Wah LionDiv become cat-liao, meow-meow, come into my house :)......

Should be good megasale for this week.... hopefully.

Samgoss said...

^V^

I know it is hard for one to take little profit seeing mkt heading south ! what u worry is :_ how to buy back if 2molo mkt goes againts us ? u may ask :if i take profit on Rce cap @0.935, how to buy back if mkt goes up 2molo ?

Guys,.. I cant guaranteed u smolo mkt will sure down, but based on how hangseng n Dow future performed this evening, i hv reasons to believed tonight dow will not be a good one ! n also..dont forget this coming thursday is a holiday "depavali " !

Yes,, u might not be able to buy back what u have profit take if mkt goes againts u 2molo, but thru out my experience :- not all d stocks that we profit take will rise in line with stock mkt IF mkt rally 2molo ! there still plenty of them waiting for sales, i am damn sure !

Stocks under my radar 2molo :-

Liondiv < 1.98

RCEcap < 0.88

Pmetal < 1.75

Lionind < 2.00

Protect yr profit !

Samgoss said...

if u cant buy back rcecap..look for others ! as simple as that ^V^

Anonymous said...

$ifu $am, luckily still got a bit bullets, hope 2moro could buy some Liondiv which i missed last time.
Well "There is always an opportunity whenever there is a Crisis"
So $ifu, enjoyed d game last nite?
Lee really superb! Bravo!

Anonymous said...

sifu, wat do u think about LHH latest results...

quite impressive...

i eat chicken, u eat chicken... alot of ppl eat chicken...

:)

Samgoss said...

Menfred, well done ! if we cant buy back RCEcap at lower price 2molo, take alook at liondiv or may be mahsing also ^V^
plenty of value buy spreading around, no hurry, man man lai !

Rookie, yes ! choong wei was superb last night, no way bao can match him based on LCW's form. How nice if Lin dan play in d final !?

Guys, any regret selling our liondiv @ 2.23 d other day ? wait for d durian to fall $$$$$$

Samgoss said...
This comment has been removed by the author.
Samgoss said...

Ben, someone made 120K losses on gpacket ? yes based on FA is still d best, do u know what is d PE for gpacket at 4.30+ ?

based on 06 eps for Gapcket = 14.20

PE= 4.30/14.2 = 30 !!

Based on its latest 2 qtrs eps = 5.2 x 2 = 10.4 , 4.30 /10.4 = PE41 !!

even at current price of 3.00, its pe is still at 28 !!

Our overall PER for KLSE is around 16+, by buying gpacket @4.30, u r actually paying more than double of d overall mkt PE ! what margin of safety do u hv ?

d one whose said :- dont just rely on P n E for stock picking , i will still buy at PE 35 if its prospect looks great " .. ha ha.. no easy to find stock like coca cola, AIA , microsoft, gogle..further more, we r in KLSE not dow jones !

This is what u get for buying something at PE >25 moreover u r buying @ PE 40 !!! once rumours & pending projects gone with d wind , u see what u see now !^V^


woow. at time of writing, dow future down 120 points, menfred..seems like we can buy back our rcecap at much cheaper price 2molo.

let see yah !?

November 5, 2007 7:54 PM

Samgoss said...
This comment has been removed by the author.
Samgoss said...

b4 i forget, to predict future earning is not as easy as u think, u want to spot another microsoft, google, cocacola or wallmart ? sorry hosay, u r playing malaysia stock lah ! still think that buying @ PE 30 is worth for consideration ?

Tell me if P & E is not what we should look at b4 we jump in ?? then what else should we look at ?

wanna to play safe ? go for Low PE stock ! wanna to make more $$$$$? then u should go for Low PE stock with good future earning biz stock !

u must go 4 low PE first, then only u do yr forecasting on its future earning, this is d best n safe way

Anonymous said...

U r right $ifu $am, even though a bit "Cik Ark", i still hope 2nite DOW down "Kao Kao" coz i'm really hungry 4 Liondiv or RCEcap...(talk like I'm going 2 invest a lot v limited bullets only ha...) Anyway, Deepavali ma, hope everyone makes $$$ should there b SALES 2moro.
$ifu, trust me, d next Super Series
of China Open, we'll surely see Lin Dan n LCW action in d final. By then we'll see d "Fight of d Century" n I'll still pick LCW as d winner! Will remind u of d live telecast then.

Anonymous said...

Sam, what do u think about PIE(7095)?

1. PE = 4.76/0.475 = 10
2. Net cash (26% of NTA in cash)
3. NTA RM2.55
4. Profit grow 4x in 4 yrs
5. ICapital hold 4.78% of total equity

TQ

/ChenSD

Anonymous said...

liondiv 2.08.... got??

Anonymous said...

Do not simply make statement.

Samgoss said...

rookie, i am abit kiasu,,,bought back some rcecap @ 0.92+ ha ha Liondiv ? Q at 1.98, nothing done !

Samgoss said...

halo annoy..simply make statement ? what u refer to ? r u saying i cant make statement in my own blog ? wowww !!! Garangnyaaaa.. sorry ah ^V^

Manfred said...

bro sam aka sifu sam .. so fast u bought back rcecap. I still waiting it drop below 0.9 ...
then will go in again, Just hope can get otherwise look for others germs ....... :)

Anonymous said...

uncle sam, someone trying to create trouble for you & seng from fushion investor blog,they used yr name to hantam seng, bullbear & newbie, go & check yourself.

Samgoss said...

wowww. this kiddy want to promote my blog again ? told u already, i dont need that lah ha ha^V^

bought DPS @0.84 ?? wowww sho high ah ? why not u put there 1.84 ?? fyi, if dps really touched 0.84... lot of my fans fatt tatttt loooo $$$$$

wind, no worry, wise ppl know how to judge, wanna to play shit ? sorry kiddy, u r not up to that level yet ^V^

jgn marah yah !?

Samgoss said...

Manfred..told u already, i am abit kiasu... this rcecap will definitely come$$$$$, i am worry about d timing, scared that she goes all d way up any time from now ^V^

I will catch her again at anything below 0.89 ^V^

Anonymous said...

$ifu $am, I'm still waiting 4 d worst 2 come in d afternoon. If nothing done, I'll keep d $$$ 4 Deepavali lo!

Benjamin said...

Sam,
Public Bank Group Officers retirement Benefit Fund bought in another 12.8mil shares of Metro Kajang. Do you think this is good sign to enter Metrok right now?

Samgoss said...

annoy n ben, follow them ! icap n public mutual fund r d best fund in town, moreover, they hv said b4 hand proven track records, follow !

Metrokajang & opus solid FA, opus already moved up but metrokajang still stood like a rock..what u need is patient ^V^

Benjamin said...

I'm in Metrok @1.41. let's wait for durian falling. ^_^

But vol really thin.

Samgoss said...

Seems like they really targeting on engtexwa, last min push 700lots done rose 9 cts !

will mom follow soon ? highly possible !

conversion 1.25

1.25 + 0.36 = 1.61

mom stood at 0.76

85% higher than mom ! totally out of money ! macam ini pun boleh ka ?

ha ha

Samgoss said...

Guys, take a look at my latest engtex attachment, another huge bulk buying !

CYT asked me could it be another left right hand shares transfer ?

My view :- very unlikely, coz they r changing at almost bottom not at peak !

those who still holding :- Something is ON in engtex $$$$$

Samgoss said...

Mr annoy, nothing excited ? really ? well... let wait n see ok ?

Anonymous said...

let's c.. you may excited till can't sleep..

Anonymous said...

yes, i am afraid mr anony ! ha ha.. let see who will get excited ..ok ?

any thanks for showing interest on my blog, if not excited , pay a visit here for what ? ha ha.

Phil said...

Wah...sam, you want to break record for most comments ever for your blog huh?

Anyway tq for yr guide on engtex. $$$ to you and me, and every who believe in you.

Anonymous said...

$ifu $am, sounds like General Election will b announced immediately after d Umno Assembly.What do u think of d share market? Going 2 rally soon also?

Samgoss said...

I prefer GE falls on 1st qtr of 08, at least we hv some goodies pending there n our oil price will stay flat till d coming election.

Anonymous said...

Sifu Sam,

Observed that Mulpha International suddenly picked up in abnormal (44,000+ lots)volume 2day. Wat do u think about this counter and @RM1.43 do u think this is value buy? TQVM

Anonymous said...

dear samgoss, im happy for u wit ur success

most importantly im happy that u did put more stress on volume... its one of d oldest analysis b4 those mumbo jumbo indicator do exsist...lots of people forgot ab this

btw, if u thinkin to make a book about ur success n d way u buy sell,do let us noe... im sure lots of people will buy... im one of them too :)

Anonymous said...

hi, guys i'm home...

wow, d most comments in a single blog, sam, r u going for malaysia record or wld guiness record??? show us some nice pictures again.

my gfriend dare not sell any of my shares, so i still hav everything.. engtex, mahsing,pmetal,keladi, dps,skpres, masteel @ some of my own choice.

DJ had gone up 2nite, sam, what do u 4see??

adwin said...

$ifu $am
TQ for yr guide on engtex.
Make so $$.
How to "take a look at my latest engtex attachment"
can u add me to ur contact list
My email butcherchong@hotmail.com
kam sia kam sia.

Anonymous said...

Uncle Sam, how come there is no movement for skpres? is it tis stock hav no strength to go further?

Benjamin said...

Sam, I think it is worth to mention that the change of shares on Oct 29 by directors of engtex were arose from the acquisition of right issue with detachable warrant.

Anonymous said...

$ifu $am, Engtex on d way 2 d peak of Mount Everest...$$$
too bad, got 10 lots only @ 0.735

Manfred said...

Bro Sam aka Sifu Sam,
Your kiasu is worth as rcecap is claiming back.
Now i need to swap the amount of recap i have sold n swap engtex :)

Anonymous said...

tranmil... short term trade poss disposing .... at 5.50 pick pick earn some cash boss zc

Samgoss said...

ben, yes u r right most of d share aquired r from the acquisition of right issue with detachable warrant. look beyond that, unless u tell me they r sastify with its warrant price @0.28 ^V^

Engtex PE is still below 10, look at its peer jaks, shot up like nobody biz $$$$, u r safe if yr cost for engtex is around 0.73+- ^V^

Yeo said...

Dear Uncle Sam,

I missed the boat!!! I bought engtex at RM0.74 and wanted to sell when market is ok....but but but i came late to the office....sob! sob!

Yeo said...

i got engtex @RM0.74 and waited for the price to go up.....but but but today i came into the office late..........i missed the boat....sob sob!!

Benjamin said...

Oil price USD98.03/bbl already. Not even 2 dollar away from USD100/bbl.

Sam, agree with you to have the GE in Q12008. Some said every USD10 will result in RM0.30 increase of petrol price. So we have USD40 increase from the last RM0.30 adjustment in Year 2006. In another word, we are going to have RM0.30 x 4 = RM1.20 hike next year!!! Wow, really have to sell off my car already. Tailow, I think you better drop your idea to get a BMW... ^_^

Anonymous said...

$ifu $am, KLSE is really "Funny",
up 24++ points but most of d counters r down!
Engtex also had an exiciting moment like roller coaster, odd sceneriolah 2day...
any comment?

adwin said...

$ifu $am
How to find out earning per share of a company?
TQ

Anonymous said...

engtex up and down like rollercoaster this week.fund manager playing?

thebigbang said...

Sam , u r a great analyst,can compare to our ancient hero Mr Chu Kok Liang.
Sam, can u please add me in so that i can cari makan by following your style. ( flairline@gmail.com)

tq very much Bro Sam

thebigbang said...

Sam, u r a great analyst and comparable to our ancient hero Mr Chu Kok Liang.
Bro Sam , can u please add me in so that i can cari makan by learning your style, tqvm
flairline@gmail.com
tq

Samgoss said...

Wowww not bad not bad.. KLSE drop 10 points only despite d big sell off by hangseng n dow ! fyi, i hv taken profit on mastell @ 1.53 for 20 lots this morning n swap to liondiv @ 2.05 for 15 lots .

Masteel not worth for holding ? of course no !
I still hv 40 lots in holding after my profit taking this morning, liondiv is still undervalue @ 2.03+, further more it is very active n faster than masteel, hopefully i can made quick bulks from it n swap back to masteel if she is still hanging around 1.55+- ^V^

Bravo KLSE ! anyway hv to thanks indian for their depavali holiday ^V^ d best present from depavali cheerssssss

Samgoss said...

getting ready to swap my plenitude to liondiv if d timing n price is right.

Anonymous said...

sam, mahsing is @1.72 now , can buy in...

got 10 lots liondiv@2.07+, d market will rise soon.. other asia mkt had rebound except s'pore & mal, sam, can we still add more for engtex now @0.74+? i think shouldn't be any problem,right..

ben, oil price will come down, remember this : anything that goes up, will come down later... so i will still buy BMW, not proton saga

Anonymous said...

Sam,wats ur price to enter lioniv?

Samgoss said...

Can go in mahsing ? of course yes, y not ? as for liondiv, buy at what price ? well...

For me n those has taken profit on liondiv last 2 weekd, u should consider to buy it back at anything below 2.10, u can see how strong liondiv n mashing performed today !!

those has taken profit on d above stocks, u got nothing to lose ! liondiv n mahsing r way below its fair value, buy on dip !

Masteel, engtex, skpres, keladi, mahsing n liondiv , all these stocks performed so well today despite d 15 points down by KLSE, see d beauty of fundamental ?

Do i need to beg around n says : pls buy my FA software, pls buy, help me to buy " like what TA followers did ? u be d judge ^V^

Samgoss said...

forgot to mention rcecap also..ha ha.. KLSE really ouptperformed today, she still managed to hang around 1,400 despite d 360points n 1,000 points plunged by hs + dow ! bravo KLSE.

thebigbang said...

bro Sam,
liondiv NTA 2.26, NW 3.40

rgds

Samgoss said...

http://www.bloomberg.com/apps/news?pid=20601080&sid=aUosB.C7ofz8&refer=asia

Read d above n d below :

Dollar Weakens as Slowing Economic Growth May Spur Fed Rate Cut

By Stanley White and David McIntyre

Nov. 9 (Bloomberg) -- The dollar declined against 13 of the world's 16 most-active currencies on speculation slowing U.S. economic growth will prompt the Federal Reserve to reduce its benchmark interest rate next month.


Old saying, if u r fund manager, seeing usd going down, asia currencies going up. further more, fed is going to hv another cut ! what will u do ?


I am still stick to what i am holding, monitor yr cash vs shares ratio, dont over explore ( that's y u never see me come out extra money to buy, only swap that i apply ).

Benjamin said...

Tailow, fully agree to say no to "protong"!! Are we not patriot enough? haha ..

Sam, my company starting to restrict ppl from visiting blogspot. Can you put me in your mailing list too (if there is any) ^_^
benjamintey@gmail.com

Anonymous said...

Sam , after visiting many blogspots , i still like your blog . More mature, positive , good explanation n learn a lot here . i m one of the silent reader from penang . thanks .
best regards .

Anonymous said...

DJ plunge 200pts now, we might see another black monday nxt week, beware !!!!!!

sam , any emergency counter measure or just stay put..^~^

Anonymous said...

sam,

can u pls comment on HPI and AJIYA. fundamental seems ok with low pe.

adwin said...

$ifu $am

Is now a good time to buy Tenaga and Genting?

Anonymous said...

UNCLESAM PLEASE ADD ME TO YOUR MAILING LIST. I WISH TO PROFIT FROM KLSE JUST LIKE YOU. MANY THANKS FOR YOUR BLOG, WHICH I ACCIDENTLY COME ACROSS FROM SOMEONE WHOSE BLAMING U AT INVESTSMART BLOG WHEN I WAS SEARCHING FOR STOCK TIPS. TQ IN ADVANCE.

MY EMAIL ADD ; bm@bmfurniture.com

Anonymous said...

Hi, uncle sam :} me too, i am glad to know such a wonderful blog through samgossgroup's posting about your rcecap at investsmart blog this afternoon, kindly add me in your mailing list please :} million thanks

shunda@streamyx.com

Anonymous said...

hi Sam , its me again, silent reader from pg . those who talk bad behind you are actually promoting you ..

Anonymous said...

sam, came across your blog while searching something in investmentlink blog, really amazing seeing what you have achieved, mind to put me in your mailing list ?

mine - eric@peoplengrit.com

thank you sam

Anonymous said...

ha ha , the more they tembak stock god, the more people know samgang blog. Rcecap ? my cost of Rcecap is same as stock god that is 0.865 $$$$, is there anything to bark about ? you cant stand people making money ? i think you should hit your head to wall if you are jealous, ha ha ha

sifu sam, 100% support from me ! your 5 steps boy.

Anonymous said...

Mr sam, I am ivy from JB, managed to visit your blog through someone called yee cheong from zentrader blog, i really wonder why he accused you for his shares losses ? from what i can see here, you are excellent, I hope to learn from you, add me in your mailing list if you dont mind. thx <>

email <> hew.ivy@gmail.com

Anonymous said...

Mr sam, how lucky to know such a great blog by visiting investmentlink blog this evening, add in me too }

tyeeyau@yahoo.com

thank q

Samgoss said...

Wowww, d little kid still keep promoting my blog ah ? haloo..i am not going to pay u lah.. work under me for nothing ? worth it ? ha ha..u love me so much ? ha ha

Stay tune n i will show u how to profit from volatile mkt ^V^

kids, dont forget to paste yr proof there so that ppl can see how stupid i am ..ok ? ha ha

Thanks for yr free publicity, to be honest, i dont need that at all ! i believed in fate, ppl will profit from my blog if we hv fate, i am not TA bugger whose need to do lot of mrktng, publicity to hard sell their TA method !

jgn marah yah ?

in return , would like to dedicate one beautiful song for u to ease yr jealousy n pain .

enjoy >

http://www.youtube.com/watch?v=lZOR0fo7WlM&mode=related&search%20

Anonymous said...

hi uncle $am..hee, thanks for sharing with us.. im still keep my engtex and keladi..

please add me into ur mailling list ex10sion@gmail.com

Anonymous said...

Hi! nice to visit your blog and able to learn so tips from master.. JiaYou!!

Anonymous said...

swap my plenitude at 2.96 to liondiv at 1.94 this morning, pls take note esp menfred ^V^

not a bad buy menfred, buy n keep it.$$$$

greenbull said...

Hi Sam,

Can you add me to your mailing list?

greenbull5@gmail.com

Cheers

Tim