^V^
KLSE volume increased handsomely today, seems like we r on d right track to CNY bull...Ringgit closed at all time high, based on our strong ringgit traded today , it is confirmed that FF started to move their fund in KLSE.
Herbert , u r correct, there r still many good laggard FA stock which r still standing like a dead fish despite d strong rally by KLSE !
No doubt, if u buy FA stocks, sooner or later u will be rewarded but one must understand u will lose quite a lot of opportunity cost if stocks that u choosed r laggard !
Sun Tze art of law said :-to win a battle handsomely u must hv d below criterias >>
天時
地利
人和
Everybody know what is 天時,地利,人和.
Just like what i hv commentted in my previous posting of "Low PE ", :- u know it doesnt mean u understand it.
U understand it, doesnt mean u know how to apply it on stocks.
I will do a write up on 天時,地利,人和 b4 i cease blogging by this coming 28 FEB, u will understand better why sometimes my timing of stock picks can be so accurate !
Just a brief one :- Plenitude ,Metro Kajang n Bkoon, they hv 天時 &地利 but they hv no 人和.
Though地利of my Ranhill @ 1.395 is not as good as Plenitude n Metro kajang, but she has 天時 n 人和 for support, that's y she can come up so quickly from d bottom !
Among d three , for me.. 地利 or fundamental is d most important factor, if u hold 地利 stocks, U may not be benifited in short term but over d long run, u will get what u want. example stocks like PPB ,PBB,YTL ,IOI, Maybank n Genting...
天時 n 人和 without 地利 is actually speculation or rumours buying, it works sometimes but most of d times u wont get what u want !
If u r going for short term play , u need 天時 n 人和 to try yr luck. but if u want to play safe n maximising yr profit with limited fund , u need three of them ^V^ coz u hv 地利 to back u up even if 天時 n 人和 failed u !
Someone said volume indicator is actually a TA method ! sorry dudes! u r wrong ! U dont need to be a chart expert to know that there r something on going if u see huge volume traded ! just like u dont need to be a scientist to know there is rain coming soon if u see thunder n lighting in dark cloud !!
***
Touch a little bit on PE :-
know y masteel can come up so fast from behind ? it is bcos of its LOW PE 0f 4 at 1.35+, 20% increased in steel price will sent her to PE 2 if she still traded at 1.40+-, therefore, she is taking d lead now even with gearing higher than Onastel ... i think is time for onastel to do d catching up...
Some one said high PE stand for high prospect of d said compay .. well... do u need a second thought ? ? by saying that means u only know what is d defination of LOW PE but u dont 100% understand what is LOW PE !
Tell me, is Repco traded at PE 100+ in year 1993 stand for high future prospect ?
Most of d stocks in china r selling at PE > 60 now.. that's y warren buffet n li kar sing asking ppl to take extra caution b4 they jump in... not over value n in mid bubble stage for china stocks ? still think that china stocks r more prospect than others ?
By asking ppl to buy high PE stocks , u r actually asking ppl to buy over value or costly stock !
Dont mislead newbies if u yrself dont even understand what is low PE stand for !
195 comments:
Excellent ! excellent sam .
Thanks for your Mahsing & Masteel .
let us know when to let go if they reach your target price.
Kam Siah.
bro Sam, what do you think of MAHSING-WA? i only hv 1lot of MAHSING in hand currently, can i add another one or two now? or buy its -WA instead?
thanks bro Sam :)
thanks for the sharing... appreciate it..
TQ
PLease please continue blogging.... forever.
Are price-earnings ratios really important?
Dear Sam,
I just want to hv yr comment abt this P/E bcos i got confused abt it after reading a book on stock market.
The writer wrote that:" primary consideration should be given to whether the rate of change in earnings is substantially increasing or decreasing".
The author also wrote that" P/E ratios are not a relevant factor in price movement".
So Sam is it save to buy even when the P/E is around 50 and during bull market it can shoot from 60 to 115?..this happened in us during the 1990-95 period, when the real leaders began from average P/E of 25 to 50 shot up to from 60 to 115.
These implied for growth stocks and since the author is not local he quoted examples like Microsoft, Cisco system and America Online.
During bull market very high P/E is likely to occur and during bear market generally the P/E is low.
So he concluded that there is no rule that if the P/E is low the stocks will not going even lower.
Well Sam, this is what i read abt the P/E and i hope u can comment on this because i am still new abt this stock market and i am a bit confused now. Tq.
$ifu $am
Wonderfull explaination.
Thanx for the unselfish sharing.
Can u share more of ur teaching b4 u leave us of 28 feb.
Kam siah.
2 MY, actually u hv already answer yrself by saying during bull market very high P/E is likely to occur and during bear market generally the P/E is low. Since u know we r in bull mkt, stocks that traded below 10 such as masteel, Plenitude,onastel,liondiv..not cheap enough ?
U must understand one thing, we r in KLSE, we dont hv big boy stocks like coca cola, microsoft,wallmart,macdonald...Even Genting , Ijm or Ytl is still considered as small fly if u put them with d giants as mentioned above! still remember I said :- u wont find big cap or blue chips stocks selling u @ PE <15 esp in Bull mkt ! y ? coz they r blue chip ! for blue chip below 20 is still considered as value buy !but not for penny or second liners stock.
If u come to tell me that local blue chip selling u at PE >40 is considered cheap,I will say u need to upgrade yr FA knowledge once again !
Many times u heard fund manager saying KLSE is still considered cheap @ current PER of 16 to 17 times if u compared to its average PE of 28+- ! see ? average PE for KLSE is only 28+- ! check d PE for our local blue chips, u will find most of them r trading at PE around 20 to 23 ! very close to its peak.
Check D PE for Nasdaq stock in year 2000 b4 d IT bubble burst , u will find they r selling at PE >60 !!!
Check D PE for KLSE in year 1993 during super bull run, Repco was selling at PE >100, Idris > 80, Aokam >90 ,Unipaper >80 , Mycom >60 , westind >60 , Promet >70.... if u doubt ask those old birds ! Idris from 0.50cts shot up to as high as 9.50, REpco shot up to rm155.00 ,AOKAM TRADED AT rm25.OO !!! Their PE r easily more than 60 in year 1993.
I wont be suprised if stock that u bought @ PE 30 can still go higher in bull mkt , just like stock that u bought below PE 5 can go even lower in bear mkt !go higher is due to goreng not bcos of high PE stand 4 high prospect ! same goes to down lower in bear mkt , it is due to panic selling ! not bcos of Low PE stand for low future prospect !
As a smart investor or trader , they know what is expensive n what is cheap during bull n bear mkt. they will never 4low wind or rumours ! that's y 90% of d KLSE participants failed most of d time !
Thanks Sam for your sincere sharing. your words of advice have given me a nice kick, not to listen to speculation.
Fundamentals, market sentiment, and volume.
hope i can make a decision on 1 counter and jump in tmrw!
cheers!
Dear Sam :
Thank q for the wonderful lessons you are given for the past few months. You are really kind and generous to share your knowledge with others.
Have been reading quiet a lot of FA books but somehow unable to attain a good return. But after following your blog for sometime really gain a lot of valuable lessons related to our local stocks movement pattern.
Once again well done and keep up the good work. Hope you are doing well in your future.
BK
Actually to buy stocks with PE<10 or PE>50 is simply your choice.
The higher the PE, the faster downfall of the share price. So the choice is resting on your ability to absorp risk. That is why ppl call it "high risk high return", but you have to bear in mind not everytime you able to get a return.
There are two buying strategies, ie. BLSH (buy low sell high)and BHSH (buy high sell high). If you adopt PE<10, you are taking the first strategy, while PE>50 is on the second one. If you bought at high price, the only way to make profit is to sell even higher.
For me, I prefer the first one (maybe I'm more kiasi or someone call it conservative) ^_^
I burned myself once when I traded Call Warrant. After that, I tell myself to be discipline in share investing.
Like Sam said,
天时 - you have no control over it
地利 - Your choice to take PE<10 or >50
人和 - themeplay, major shareholders buy in, good news to be announced and etc. The key point here is the timing, most of the time you need luck to catch the correct timing. (dun tell me to use TA, it just can't convince me)
As per above, the only one out of three under our control is the 地利. Again, its your choice to select which method to invest. ^_^
1
Hi sam , ben & tailow. I just landed yesterday night, happy to see our babies flied like rockect $$$$$$
Mahsing , Masteel oh my god $$$$$ , 80K + paper gain yahoooo...thx uncle sam
I love u
I love u
I Love u more than I love my wife
U are the best
KLSE taken a strong ride may not augur well for longer term.
Be calm and do not carry away by recent gain. Ensure your mind is clear and stay wise.
Thanks to Sam and also to Ben for sharing yr knowledge here.
Actually the more i learn the more i know that i dont know..hehehe.
But i think in the stock market its always better to be smart from the start.
I am learning a lot now and hopefully i can be a better trader and investor too...
But one thing i am weak at is the timing..sometimes the moment i sold the stock it shoot up like rocket..hehe..and i just have to kick myself in regret..but if just hold the counter soon it goes down like a sharp dagger.
So perhaps in market that is bullish like this one got to have the right instict and the market edge..
well..anyway as what u said sam..its better to make little money than to loose alot of money.
tq.
Ya. certainly SAm! DEAD FISH make our life hard. waiting for durian to drop. Counter like, LEADER, KENANGA
Uncle Sam, just goes in for Ornasteel for RM1.56. Do you think it a good buy since it hardly moves like the others....Mastel,Kinstel?
Thanks.
sorry, sam i bought a compass yesterday, my main door facing south-west, my sleeping position facing north-west, sorry 4 giving wrong info....
u r right, i shouldn't b so "kiasee", anyway, i still hav some gd counters in hand....
fed will definitely cut rate end of d mth..
oilcorp is moving slowly.....
kts88, of course it is safe to buy onastel at current level but..she is lack of 人和 or volume ! depends on u ! sure up but need to be patient ^V^
I know how those TA buggers think now.. go in or not to go in ? jump in now ? but KLSE already shot up more than 50 points within a week ! u ask me to buy now ?gila ka?
BUT :-
Cannot lah.. seeing every FA players making so much money , gua tak boleh tahan liaooo ! tapi... today is friday lah..normally 2nd half of friday always come with profit taking one.. how how how ?? beli atau tak beli ??? kalau beli if DOW plunged >200 tonite..mati lohhh, help help beli ka tak beli ?
This is d short fall of adopting TA, once u see d break up & confirmed up trend, most of d prices r no longer bargain buy anymore ^V^ if u jump in n buy , u hv no margin of safety to back u up !
Think..think.. a little! no method can catch timing of entry perfectly , use volume as timing indicator , pick a FA stock, take d 52 weeks high n low , if huge volume traded at almost 52 weeks low, means someone is collecting n ready to rocket up anytime .
Ok tailow..i will let u know latest by next Friday..ok ?
U want me to post it here or email to u ?
U r not kiasi , u r playing safe.. dont worry..may be u can buy back cheaper than u sold in late afternoon when mkt go 4 profit taking.
what bro sam & other FA advocates may need some portion of holding period & patience, sometimes have to wait for 天时 地利 人和 to blow together from the south seas
if you go in and out often that is trading, and may lose out on optimum gain, like "sometimes after selling the stock shot up".
the method you choose is entirely your choice
天时 watch/understand sentiments for the market, sector, industry and themes that impact which stocks
地利 FA FA FA ---> could bring FATT and like ben said yours to control
人和 watch theme plays & bro sam always stress on volume which may be due to fund collections, owners play, earnings related announcements, etal pushing up the price
bro sam/ben in case wrongly quoted my apologies and if you don't mind please highlight the corrections, thanks
g'luck 12888 2u all
Sam, dun forget to give me advise on my house feng Shui also. ^_^
1. fated life
2. luck
3. feng shui
the 3 above will depend how much you are gonna make even u have the knowledge of the market .
Uncle Sam,
What do you think of OSK? With the volume stood at 1Billion to 2 Billion, can I say that this stock will benefit from the stock market Rally. Volume has increased but the price still laggard. CI stocks P/E >10
What is your comments on 天时 地利
人和 for this stock ?
Major shareholders has bought a lot lately.
5053
Changes in Director's Interest (S135)
Particulars of Director 37
Name : Ong Leong Huat @ Wong Joo Hwa
NRIC/Passport No./Company No. :
Nationality/Country of Incorporation :
Address:
21, Persiaran Basong, Damansara Heights, 50490 Kuala Lumpur
Descriptions (Class and Nominal Value):
Ordinary Shares of RM1.00 each
Name and Address of Registered Holder:
Details of Changes
Date of Notice : 19/12/2007
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 18/12/2007 Acquired 1,000,000 2.337
2. 18/12/2007 Acquired 1,990,600 2.342
3. 19/12/2007 Acquired 873,300 2.329
Circumstances by reason of which change has occurred:
Purchase of Shares
Nature of Interest:
Direct
Consideration:
No of Shares Held After Changes:
Direct : 191,177,012 shares (29.5000%)
Indirect/Deemed Interest : 11,892,331 shares (1.8400%)
Total : 203,069,343 shares
Thanks a lot for your comments.
Thanks Sam for the comments and assurance. Anyway, this is the only stocks i goes in for the past 3 months. Others that i'm holding are bought long time ago after analysing their FA and their turnaround stories. Stocks like Faber/Leader/Mulpha-WA/Ranhill are still in my portfolio. Although their FA is not that great but nevertheless it is still better than many stocks that have rocketed. Latest additions is LionDiv/Keladi/Ornasteel from your recommendation.
Any comments on these stocks?....Uncle Sam.......to hold further or dispose for gain now?.
This year i'm gonna get a big big angpow from my boss for recommended him Unico which is still in hand waiting for it to breach 1.20.
Thanks.
WHEN THE STOCK MARKET RIDE ON THE BULL, IS FAR MORE EASIER TO PICK A WINNING STOCK. BUT WHEN THE STOCK MARKET STAMPEDE BY A GRIZZLY BEAR, THE GAME IS ENTIRELY DIFFERENCE.
ONCE I REMEMBER, MY BELOVED BRO SAM QUOTED : HE WHO STAY CLEAR WHILE STILL IN DRUNKEN MOOD, HE WILL EVENTUALLY STOOD AS THE WINNER.
BUT TOO BAD MY BELOVED BROTHER SAM DOESN'T WANT TO RIDE THIS BIG BAD BEAR WITH TINGLEK IN YEAR 2008.
WARREN BUFFET, LI KA SHING, ALAN GREENSPAN - THE MOST INFLUENFIAL FIGURE IN MONEY MARKET HAVE WARN OF OVER HEATING MARKET ( ESPECIALLY INDIA, HANGSENG AND CHINA ).
BRO SAM HAVE REPEATEDLY SAYING YEAR 2008 IS NOT HIS YEAR OF INVESTING.
TL PERSONALLY HAVE THE SAME OPINION TOO.
BUT TL HAVE DECIDED TO GO AGAINST ALL ODDS DURING THIS CHALLENGING YEAR.
BY BAGGING A WINNING STOCK DURING THE TURBELENCE PERIOD IS LIKE " SOO HAK YEE aka DRUNKEN FIST ". HE ABLE TO UNLEASH A POWERFUL FIST WHILE DRUNK.
HAVING SUCH A WONDERFUL POOL OF BUDDIES HERE SUCH AS BEN & TAILOW, WE SHOULD ONCE TEAM UP OUR RESOURCES IN FA, AND EMERGED AS THE MOST FAMOUS BLOG IN KLSE ( DURING GOOD TIME AND BAD TIME TOO )
WITH THAT, I SHALL CORDIALLY INVITE ' MASTER SAM ' TO CONSIDER PUTTING ASIDE HIS GOLDEN BOWL ( FOR WASHING HAND ) AND RIDE ON THE POTENTIAL TSUNAMI WITH ME ( OR WITH US )
TL ONCE SAID : REAL GOLD WON'T FEAR HOT FIERY FIRE !
Ben, let me know yr hse door facing, will let u n tailow know by next week.
Dave , talking about :-
Fated life
Luck
Feng Shui
it is actually truth ! Rat year is not my year, therefore Luck is not on my side, I choosed to retreat or in other word means defend.
Fated life , if u born as an Agong , son of king , rich man's son..all these r fated life.
Feng Shui :- many thought feng shui is bullshitting n base less, let me give u an example.. what is feng shui, feng shui is to find a best place for someone/something to stay so that he can get better luck /energy/ability to achieve what he wants .
Example.. if u have a racing F1 car, if u put her on grass track, her performance will definitely come down as compared to putting her on racing track .
This is what u called Feng Shui, put things at d right place ^V^
If u r fated to hv 1 billion in yr life , U will get all d 1 billion if u r staying at right feng shui ( right place ).
If u stayed at wrong feng shui ( wrong hse ) u will not get all d fated 1 billion , may be u will only get 500 million !
If Li Kar Sing 's son is fated to hv 100 billion in his life , he may not get all d 100 billion if he stayed at wrong place..but no matter what... 100 billion or 5 billion , he is still a rich bugger ! this is called fated life !
Feng Shui can enhance u to maximise what u suppose to have, without it, u may not get as what it has fated 2 u by god.
Tay Hong Piow, Li Kar Sing , Li hong Kay ,China Government , stanley Ho & many more... all believed in Feng Shui, u dare to call them unsound man ?
Make it simple, a FI racing car which can run 400km/H on racing track, if u put her on grass track, do u think she can maximise her limit ?
If u r fated to hv 100 mil in yr life, staying at right feng shui ( hse) will enhance u to maximise what has fated to u .
This is Feng Shui ^V^
U may come n ask me..Y I am still poor after consulted by feng shui master ?
Well ^V^ simple !
Coz u r not born as a F1 racing car, may be u r born to be a 100KM/h kancil (Fated life ), therefore, even if i put u on racing track also ,u will never achieve d speed of d F1 racing car.
Although u cannot run as fast as d F1 car, but putting u on racing track will make u run better n smoother as compared to grass track.
1)Fated life
2)Luck
3)Feng Shui
4) Karma
5) Study or education.
See ?
Can see a huge jump in Kenanga's volume.
FA wise is good. Can buy Kenanga now? Need your advice Uncle Sam.
Dont call me master lah... my education level is up to form 3 only..it is very insulting to be named as master lah..ha ha
advice..well..ok
Kenanga ?
In fact TA, Kenanga n all d broking hse r doing very good for past 1 year due to bull mkt..
3 qtrs eps giving u 17.4, of course d 2nd qtrs earning surged is due to some assets disposal i guess.. but for her to stay < PE 10 is definitely not a problem for THIS YEAR ! BUT >>> what about next year if mkt come down ? earning sustainability of a low PE stock is d key factor !
Here I am not talking about growth , I am talking about sustainability , if its earning cannot be sustained , Low PE will bring u to holland also !
So Kenanga how ? short term play is OK since its volume is there !
Happy to know TL decided to TO GO AGAINST ALL ODDS DURING THIS CHALLENGING YEAR with Ben n Tailow. TL , Ben & Tailow, as u know rat is not my year, no luck for me to sail higher.. I think rat is a good year for u 3 , thus, pls allow me to tumpang yr luck to make some living for my family ?
Thx in advance.
Btw, take a look at Liondiv today, volume picking up, I think she should fly any time from now.. HOLD !
Its true what successful ppl say "the whole secret to winning big in the stock maarket is not to be right all the time but to lose the least amt. possible when u r wrong"
And successful ppl not always lucky or right most of the time..but their success is due to hard work, persistent and they try harder than the average person.
When i follow this blog i realised that most of the stocks recomemnded by sam are stocks with sound financial records. He did a lot of research and study on the stocks b4 buying and recomended them here.
So after the 28th...some ppl might get lost wihtout sam..but again we must rely on ourself and dont hope to get free lunch every time..
But b4 sam dissapear hopefully he can give us here as much knowledge as possible.
Here i would like to ask sam and other sifus a question:- WHEN DOES A LOSS BECOME A LOSS?...or when to sell and cut your loses?
Sometimes we dont want to sell hoping that it will go up. But the market does not know who u r and does not care whether u lose or gain.Or should we set the rules as most books said to limit the loss only up to 8%? and to sell with that loss without exception?
Is it true to say that "Cutting losses is like buying an insurance policy?"
:-)
Dear Bro Sam & All Buddies
TL sincerely wish to retract all my earlier comments about Feng Shui which may not go down well among some bloggers here.
Deeply and sincerely apologised.
Amitabha
Ngor Wai Yan-Yan, Yan-Yan Wai Ngor
May all sentient beings have happiness and its causes.
May all sentient beings be free from suffering and its causes.
May all sentient beings never be separated from sorrowless bliss.
May all sentient beings abide in equanimity, free of bias, attachment, and anger
^V^
For those who think they r more educated n non supertitous, dare to take my challenge on Feng Shui ?
let try to whack your ancestor tomb then simply build again, or challenge FS, choose the lousy date and time to bury your ancestor, then see what would happen!?
I willing to put 100K for d bet if there is nothing change on u N yr family in a year time after u did d above !
Anyone ? Ha ha..
^V^
continuing buy by Goldman Sachs :-
9296 RCECAP RCE CAPITAL BHD
Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : The Goldman Sachs Group, Inc.
NRIC/Passport No./Company No. : 2923466
Nationality/Country of Incorporation : Delaware, U.S.A.
Address:
Corporation Trust Center
1209 Orange Street, Wilmington, New Castle County, Delaware 19801, U.S.A.
Descriptions (Class and Nominal Value):
Ordinary shares of RM0.10 each
Name and Address of Registered Holder:
Goldman Sachs International
Peterborough Court, 133 Fleet Street
London EC4A 2BB, United Kingdom
Details of Changes
Date of Notice : 09/01/2008
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 02/01/2008 Acquired 100,000 -
2. 03/01/2008 Acquired 100,000 -
Circumstances by reason of which change has occurred:
Indirect interest through open market acquisition of shares of RCE Capital
Berhad by Goldman Sachs International ("GSI"). GSI is a subsidiary of Goldman
Sachs Holdings (U.K.), which is a subsidiary of Goldman Sachs Group Holdings
(U.K.), which is in turn a subsidiary of Goldman Sachs (UK) L.L.C. The Goldman
Sachs Group Inc. is the direct holding company of Goldman Sachs (UK) L.L.C. and
the ultimate holding company of the other aforementioned entities.
Nature of Interest:
Indirect
Consideration:
No of Shares Held After Changes:
Direct : 0 shares (0.0000%)
Indirect/Deemed Interest : 48,587,500 shares (7.5170%)
Total : 48,587,500 shares
Remarks:
The Form 29B was received by the Company on 11 January 2008.
Submitted By:
Johnson Yap Choon Seng
11/01/2008 06:15 PM
^V^
Ha ha... I like that "Thin Yau Ngan " that's y I am who I am now ! ha ha..
I dont mind to hv more "Thin Yau Ngan " from u to make me better than what I am now ^V^
More pls.
Thanks 4 yr praise. tq
PNEPCB
Main Board.
Printed circuit board manufacturer.
Former tech high flier with strong earnings and generous dividends many years ago.
Six consecutive years of losses but recently returned to profit.
Perhaps the market has not noticed its turnaround yet.
Share price only 0.42 sen @ 11 Jan 2008.
Following info deduced from announcements to Bursa Malaysia.
Pros:
1. Latest quarterly (!) EPS 4.4 sen (!)
2. Cash on hand 21.4 sen (!)
3. Zero debt
4. NTA 0.93
5. Exposure to China
6. Permodalan Nasional Berhad has a 24.2% stake
Cons:
1. Very thinly traded
2. 65 million shares - small cap and tightly held
3. Inconsistent earnings
I think pros outweigh cons. Perhaps worth a punt. High risk/reward.
Comments anyone? Thank you.
Sorry forgot to mention that PNEPCB's latest quarterly EPS of 4.4 sen looks like pure operating profit to me... not aided by asset disposal, unusual item etc.
sifu,
you can publish a book regarding your theories on investment. it will surely a bestseller.
thanks for the lesson.
Sam, when did you become so humble? Actually I started investing in share market after graduated fr NZ which was about 8 years ago. My experience in share market definitely not as good as yours. In fact, I do need your advise on lot of counters.
My target of million dollar corridor is depending on you and the rest of Samgangs!! ^_^
Ben, who is more humble ? u or me ? me humble ? ha ha depends on who I deal with ^V^
If I deal with TA bloggers..ha ha u know lah...arrogant n aggresive is my style.
If I deal with my friends n humble fans , I can be more humble than them.
Told u already, I used to dressed n behaved like a broke man on street, those who doesnt know me may think that I wanna to borrow money from them. ha ha ,n also most of my friends r not awared that I am actually involved in shares mkt except one or 2 best buddy.
When they ask me about shares , I tell them I dont know anything about shares , but if he try to show off or bullshiting about shares to me , I will definitely give them a good shares lesson !
That's me ^V^
Just like my style of blogging, I know lots of TA buggers wanna to see how samgoss fail in his FA method, too bad.. that day will never come !
D more u want 2 see me die ! d more I will show u d power of FA !
Sound arrogant ? Yes n NO ! yes is direct to those TA buggers ^V^
My book will be d best seller ? to be frank.. I dont think so ^V^ there r lots of hidden shares master in this world, I am just a kid if u compare mine with them.
Investsmart is one of d hidden master, he has call b4 hand proven track records (unlike other big talkers,they know how to talk after hand stories only ), look at his Digi , Batu Kawan , Tanjong N Maxis , excellent return !
If u want to invest in unit trust, put yr money in Icapital, PB mutual fund or UOB trust , they r d best unit trust in Malaysia, some said Batam n Singapore also ha ha.
d reason y is bcos they hv excellent proven track records .
Singapore Fund :- Temasek is your first choice !
Among our buddies, Ben , TL n Tailow also hv proven track records, that's y I wanna to tumpang their luck in year of rat ^V^
Guys, mind to share yr luck with me ?
Sam, i bought in ECM already.will try to buy in more next monday as dj tumble so much tonite.will try get at cheaper price next monday when market open.
need to ask abit about Mahsing, still can go in at the current price?can explain more bout this stock tat u call it one of the gem!!!???
Yup Sam you're right about PB/UOB unit trust investment arm. Their records are proven and the return are definately good. In fact i bought the unit trust from UOB (UOB-OSk Thematic) at 0.25sen in Oct'07 and based on 2 preceeding days closing, they are now at 0.2669 sen for a 4.15% return. Not bad consider it is above the inflation rate of 3.5% and well above the FD rate for 1 year.
At least we needs to maximize our saving in order to gets the best out of our money.
But in the end, nothing beats the gesture of giving and contributing back to society by doing more charitable contribution and helping those less fortunate in order to create more karma for ourself and the family members.
In fact for every dollar you give out, you gets 10 times the return.
In fact i dont believe it but after practising it for the last 5 years, i do feel, experience and gets the retributions in return.
Thats fact.
Hi Sifu Sam/Ben/TL/Tailow,
There is a tobacco company JTINTER(2615) traded at RM3.80 with PE~10 and 10% annual dividend... I just wonder how could that be?
TL comment to WB on PNEPCB :
WB : Six consecutive years of losses but recently returned to profit.
TL : A lot of similar company having nature of business like PNE but once thing for sure which we can see that the company and the management had failed miserably in resilient to any downturn of the business. This is a very bad sign for a company. For example, property material company like YILAI ( tiles ) have ride so many turbulence for the past decade but the company is still able to deliver sterling dividend and maintaining a healthy profit margin compare to others like WhiteHorse, KIMHIN & etc. A company that able to sustain profitability is the one who will able to grow faster once the economic environment turn into their favor. You should analyse why this company sink into RED for so many years. Why other not having the same fate ?
WB : Perhaps the market has not noticed its turnaround yet.
TL : What happen if year 2008 market slump again ? The domino effect is slowly feel in USA and will slowly and ' surely ' become widely contagious. Give a deep thought, can this company manage to survive then ?
Share price only 0.42 sen @ 11 Jan 2008.
Following info deduced from announcements to Bursa Malaysia.
TL : This is solely my 1 cent point of view. Please seek other Sifu comment. Take care
Pros:
1. Latest quarterly (!) EPS 4.4 sen (!)
2. Cash on hand 21.4 sen (!)
3. Zero debt
4. NTA 0.93
5. Exposure to China
6. Permodalan Nasional Berhad has a 24.2% stake
Cons:
1. Very thinly traded
2. 65 million shares - small cap and tightly held
3. Inconsistent earnings
I think pros outweigh cons. Perhaps worth a punt. High risk/reward.
Comments anyone? Thank you.
I am sure Sam uses more than PE for his value pick. PE is not the determining criterion in value pick, a high PE in an explosive growth industry and company is a value pick.
Compound profit growth is another important filter. Important do not rely on a single indicator.
$ifu $am, actually feng shui has become a "MUST" element in running a business nowadays. I say so coz I'm a Commercial chinese calligrapher n graphic designer. most of my calligraphy n design r related 2 feng shui by my clients. b it colours or words i propose must augur well. I know nothing abt feng shui but after so many yrs in this line that now i learnt a lot fr my clients through their comments.
U know y PROTON r not doing well?
Take a closer look at d logo, d tiger head is facing down!
Ha, its up 2 u 2 believe or not. I would say, no harm believing in feng shui but don't ever offence feng shui if u choose not 2 believe it.
Back 2 share market, i would say all d $ifus in tis blog r humble even most of ur calls r humble -"Slowly but Surely"
n $ifu $am, M'sia open starts next week. seems like LCW would hv tough games b4 he could make it 2 d final. So next week should b an interesting week in either share market or badminton. Enjoy n cheers!
2 Isbl.. Yes n NO ! yes there r others to take into consideration like gearing , management , roe..
NO is high PE stock is still not a buy for me !
How to determine high PE ?
Take d average PE of its industry n compare to its current PE.
Blue chips average PE is around 25, for blue chips selling @ PE20+_ is considered value buy, @ <15 is cheap < 10 stand 4 mkt crash, that's d time to SAPU !
4 penny stock's average PE is around 15+-, <10 is value buy, < 5 is dirt cheap !
However, for blue chips selling u @ PE >30 is no longer cheap !
For penny stock selling u @ PE>18 is no longer cheap also.
If u managed to get 1 penny stock selling u @ PE <10 + explosive growth , congratulation ! u r on d way 2 millionaire club. BUT >>
If penny stock selling @ PE >25, it is not a cheap buy even with explosive growth !
One gd example "Gpacket " Buying at >4.00 u r actually buying @ PE >40, it is not considered cheap even with d wimax deal !
Explosive growth is only a forecasting, by d time explosive growth turn into reality, d shares price has factor in already ! thus.. how sure r u that buying @ high PE will benefit u b4 d explosive growth turn into reality ?
If d reality does not materialised , how bad it can be ? dont forget u r buying at peak (High PE ) !
In short, if earning turns into negative or far below what has forecasted, Low PE will also die but high PE will die harder cos u r buying at peak !
See ?
One simple question ,most of d China stocks r now selling @ PE >60Extremely high PE ) , tell me, r they still value buy ?
In year 2000,most of d Nasdaq stocks selling @PE >80 some r even >100, r u telling me they hv high prospective earnings n high intrinsic value ?
If u r weak in 天时n人和, 4 safe play, choose a Low PE stocks with good earning sustainability records , buy n keep.
Richloo, of course JTinter is worth to buy, this is a dividend play stock, dividend that given 4 past few years far above FD rate !
2 118, proton Tiger head facing down gto nothing to do with FS, it is bcos of their lousy management n inability .
To those so called educated n civilised ppl ,if u think reincarnation n Jesus came alive after death r not supertitous , why Feng Shui is so supertitous in d eyes of u ? just bcos there is no scientific proof on FS ? perhaps u should show me d scientific proof of Jesus came alive after death n also reincarnation.
can u ? Mr civilised ?
I believed in Buddha that's y i believed in FS too ^V^
WB to TL: Thank you very much for your opinion. Will bear in mind =)
Sifu Sam
Nie Hao!
"Siang Foong Hent Wan"- wished to have read about your blog earlier.
Missed out all your wonderful calls.
Sam, I have RM10K to invest how would you advise me.
Thank you in advance.
JTinter is worth to buy especially tax on dividend has been removed by Pak La in his latest budget.
u can post it here so our gang can learn something on feng shui besides shares only..
DOW plunge 250+pts, will klse sustain nxt week after it hits all time high at 1500+ ? i'm quite pessimistic, so i might reduce my holding further nxt week ...
got dps right issue & warrants notice last friday, anyone like me ??
onasteel : still lack of popularity, might buy in again if it goes below 1.54...
anyone can comment on d keladi's dividends, i think 10% is quite good & worth for holding..what say u, sam
Sam, I'm not here to challenge on feng shui, I believe in it but really difficult to find someone that good in it. My fated life & luck is quite bad & I have tried on so many ways. Can Sam HELP?
my mailing add: cs_kwang@hotmail.com
Today morning ECM like got ppl trowing out bid by bid, its the rally for this counter ending or still yet to come?mind to comment?
$ifu $am, since u won't b so active in share market after 28.02.08, would u consider a new blog related 2 Feng Shui ? I'm sure there must b a lot of people who r interested!
YTLland... $ifu $am, any comment on this counter?
Sam, thx for all the sharing n i did make some $$$ out from it.
Pls add me in your mailing list starzjack@gmail.com
Since year 2008 is not a smooth sailing year for you, but there are still solution for it.
Not to do promote /advertise here, do surf into http://www.masteryacademy.com/my2008 for further details, perhaps u could made tbe best out of 2008.
Helloe..FS folowers, Feng Shui is to put u to d right track (places) in order to make way easy n smooth for u to achieve what u want. d bottom line is still depend on u ! if u r fated to be so so only... Feng Shui also cannot help u . just like why someone r born to be strret sweeper n some can be Li Kar Shing ! all r fated !
To make u guys understand better , if u want to go to One utama from KL, u can either take bus , walk or drive , sooner or later u get there also but by adopting d right FS may be u can reach One Utama by driving, it makes mush easier n faster for u . this is FS.
Back to KLSE, short term correction is unavoidable after recent surge , it is good n healthy 4 KLSE inorder 4 her to rose further.
Helloe..FS folowers, Feng Shui is to put u to d right track (places) in order to make way easy n smooth for u to achieve what u want. d bottom line is still depend on u ! if u r fated to be so so only... Feng Shui also cannot help u . just like why someone r born to be street sweeper n some can be Li Kar Shing ! all r fated !
To make u guys understand better , if u want to go to One utama from KL, u can either take bus , walk or drive , sooner or later u get there also but by adopting d right FS may be u can reach One Utama by driving, it makes mush easier n faster for u . this is FS.
Back to KLSE, short term correction is unavoidable after recent surge , it is good n healthy 4 KLSE inorder 4 her to rose further.
dps warrant only 0.15, not very good but at least some pocket money for cny.
q 4 hiaptek 20lots@2.00, keladi 100lots @.0.22, hope can get it this afternoon....
lilian too's fengshui view for year 2008
http://www.btimes.com.my/Current_News/BTIMES/Monday/Latest/lilian.xml/Article/
Hello Uncle Sam
I didn't know that you was a feng shui practioner..even do reading for ur best frien. :D My question is was your steel theme play also back up by feng shui factor? If you are not doing well in next year means are you born on Horse year.
Fsklse , Born in year of horse ? u guess lah.. but not all ppl born in year of horse r no good , those who born in summer, month of May till August is still ok in year of Rat ^V^
Tailow..
DPS's warrant is doing quite good lahh.. what u expect from her looking at her mom is only trading at 0.47 only.. asuming yr cost of Dps at around 0.55, buy 2 free i warrant, thus 0.50 + o.55 = 1.05+-
Current price mom = 0.475 x 2 = 0.92 + 0.16 = 1.08+-
almost break even, for those who bought at 0.60+-, u still 5 cts to go 4 break even.
We r in bull mkt.. if she mom managed to climb up to 0.55 cts , I think her warrant should be around 0.20cts . thus 1.10 + 0.20 = 1.30, 1.30 - 1.05 = 0.25 profit .
Let see how she goes ^V^
Look at d volume n d share price of RCECAP today.. reluctant to slide despite 10 points down by KLSE.
Should be coming once mkt recover.
Chiok chiok chiok .. someone said US econmy will be getting worst n worst,...aiyooo.. didnt I tell u so in my Nov posting ? I said sell US stock when she rebounded to 13,600+ ! there is no FA to back its economy with d worsen subprime problem n depreciating USD ? didnt i posted that ? now only u come n scream mati looo mati loohh Dow plunged 246 points n more to slump !
Aiyooo... if u buy stock based on after news stories, I will say u r "forever "LOSER " ! u must take that (more shit will be floated up from subprime ) into yr consideration b4 it happen ! now only u see that ? OMG... that's yr way of shares playing ? b4 I forget, I can tell u more downside fall for DOW in d coming months ! that's 4 sure !
Btw, I still remember u tell d whole world that d coming 1st qtr n cny will be good 4 all d china dolls ! Why suddenly changed so fast ? no more hope 4 all d china call warrants anymore in d coming months ? hellooo Mr Naluri .. need a second thought b4 u change yr views again ?
Ha ha sifu, I know who is this mr naluri or so called da??, he is another big talker, he posted there time to buy all the china call warrants for the coming Hang Seng cny rally last month, he always changed very quickly without looking back one, I wonder those who followed him to buy china dolls are still surviving now ?
He is calling sell , who knows he will ask to buy tommorow ?
he he
Dear Sam :
DPS vol surged dramatically for the past 2 trading days and the price closed near to 52 weeks low. It looks like the comment you are given lately that someone is collecting the shares and ready to push up the price.
Please comment and is it worth to hold till CNY?
Once again TQ for your valuable comment.
BK
Sifu sam & all, read what he has posted last month, where is his bullish views gone ? compare the closing price with all his call warrants , how much is your paper loss now ?
Beijing still have many fiscal measures it could implement if things really get out of hand - such as raising transaction fees or even taxing capital gains. These measures are not likely to be implemented till maybe the all time highs have been breached again. Hence on balance, the bull run should continue soon and things should be "safe" at least till it nears their all time highs. China dolls, come to papa ...
GOOD TRADING BUYS
CCCC-C3 0.23
CCCC-C4 0.16
China Life-C3 0.17
China Life-C4 0.48
China Merchant-C1 0.12
CNOOC-C1 0.36
Chalco-C1 0.14
China Construction Bank-C1 0.12
Shenhua-C1 0.37
STRONG BUYS
China Mobile-C5 0.51
China Coal-C1 0.13
ICBC-C4 0.23
Petrochina-C4 0.43
Sinopec-C2 0.17
Sinopec-C3 0.15
2 Naluri follower, r we talking about d same guy ? I approved yr posting is to let all d newbies know how bad it can be by buying un FA stocks esp call warrants !as I said, call warrant is a gambling tool or money making machine for those issuer , if u think its mom is good, buy its mom lah.. why buy its son ? bcos of fast money ? when mkt goes againts u, that's what u get now ^V^
2 wind chaser, sorry , I cant approve yr posting coz sam blog got nothing to do with seng ! dont involve me into yr personal conflict with seng !
Sam, it is too late to know now, I stuck quite alot of china call warrants at high price, I should have listen to you .
Really blur now, chop also die, hold also die .
Yup china warrant are all losers, nowadays no one will buy them let alone holding them hoping for a rebound. I'm one of the victims too due to greed after making from earlier warrant. The last 4 warrant ChinaMerchant 0.21 (sold 0.11), Zijin (0.22 (sold 0.12) took away all my profits plus i needs to forks out additional 1.6k losses. Luckily i sold them off earlier if not looks at both of them now.
So dont touch this type of warrants is my advise. If you're still holding them unless it is in the money if it does, you better dispose now or never since most of them is going to expired real soon abt 3-5 months time this year.
I have learns my lesson well. Dont be greed sticks to FA stocks at all cost.
Haha, Old Naluri Follower, I know who are you referring to. In fact his blog is in my reader subscription. ^_^
I include his blog because some of his analysis does make some sense except TA and Call Warrant.
People always learn from their own mistake, people tend to ignore advise given by others who has experienced it.
WB has ever said that: when you found yourself in a hole; stop digging!! I applied this theory when I was in deep shit with Megan few months back. When you made a mistake, admit it, before it is too late.
SKPRES is green today when KLCI dropped.
Wundebar !!!!!!!
Fantastico !!!!!!!
Amazing !!!!!!
Must the work of Feng Shui Master
Hmmmmmmmmmmmm ....WONDER IF THIS WILL BE POSTED.
I PRAISNG WHAT .....hehehehe!!!!!
SKPRES + 3.13%
ONASTEEL - 1.95%
Shitttttt .... should hv sell on rumours.
Now become cold steel oledi.
Hello FS sifu youir ONASTEEL cost is 1.59 hor? Can buy some more ? Average down maybe???
We need more FS not FA ...
Now pokkai lor ....or beginning to .... seilorrrr !!!!!
Hei FS master,
Market correction today dented many of your stocks hor???
FA stock? So what??? No need to die arrhhh???
Why no more bragging oledi meh??
Scared of retributions POH YING??
Yalah .....open that mouth bigger lah ......see how much MORE u lose day by day .....
Onastel??? Told you SELL ON NEWS better than BUY ON RUMOURS, didn't I??
Can post this?
Or maybe I add some praise ..... can post????
hahahahahahahahahahaha!!!!!!!!!
yes, i agree...if made a mistake in share market,one must quickly admit, chop and move on. I had a few occasions to chop green packet with a bit of losses but didn't and look at where the blady stock is at now....sigh...and I am still holding. No more non-FA stocks for me.
Talking about mistake, well Megan is one of those FA stock (until it reported frauds in it accounting) that i'm holding even i have to cut it at 0.06sen rather than waiting for it to rebound. At least i get back some consolation rather than loose everything.
Sometimes, some decision is hard to swallow or made but it have to be done even it hurts. Life goes on after that and you will be more wiser in your investment decision making.
CK, although Dali is one of yr dragonzone blog's contributor but still u giving such a stand neutral comments on his call warrants picks.
Salute u CK.
Hi Sam....
Kindly comment on evergrn. I noticed that this counter is under your microscope.It has come down from 2.++ and now at 1.58.
What is the upside potntial of this counter now that it's pe is at 6.++. Thanks.
Sifu,
What is your commment on this?
http://www.malaysia-today.net/2008/content/view/1205/36/
I'm still confident of your FA picks, but just want your opinion.
Thanks!
Profit taken on Hiaptek @2.01 for 10 lots this morning ^V^
I am eyeing on Liondiv @1.90 or Masteel <1.80 .
ktsk88, mind to tell how much you bought? I bought avg 60cents and sold at 46cents few days after the announcement of irregularity. Just curious how much you bought while you only disposed at 6cents.
Dear Sifu Sam,
At times like this we need you to post more comments on your blog to keep us all at peace of mind.
Thank you very much.
Worry to see mkt plunged another 8points today ?
aiyahhh.. is there any big deal of 20 over points plunged as compared ot her 80 over points rose from 1,420 to 1,520 ? big deal ?
Just to let u know, if there is no CNY + GE rally by this 1 qtr of 08, u can forget about share mkt already ! do u think 2nd n 3 qtrs can be better ?
Short term volatile is unavoidable , if u r buying low pe FA stocks.. what to worry ? if we die, those ppl who bought high PE un FA stocks will die harder than us ! dont panic ^V^
If u still worry , then take some profit first lah..
answer ot evergreen, yes it is a good buy, but there is still no volume yet 4 evergreen. I think <1.45+- is very water liu liu buy !
Comments on Malaysia today net :-
Read d last sentence written by this smart MATTHIAS CHANG :-
***
Today’s performance by the KLSE is merely the tip of the iceberg. I have stated repeatedly in the last one year that the stock market will gyrate violently, the overall trend heading rapidly downwards
***
Tell me is last year not a good year ? he said trend heading rapidly downwards last year !??
U can see how accurate he was ^V^
Judge yrself !
To annonymous,
The writer of that article is by Matthias Chang - Dr Mahathir's personal consultant.
He once wrote a similar doomsday article regarding the fall of the USDollar.
Doomsday prediction or not is for you to decide but Matthias knows his stuff well.
Goodluck!
Dei adik Sam
mana satu stok fa yg baik?
tolong pilih se untuk aku
kam siah
excellent.. mkt down again..
sam, ben, patrick ready to go shopping?? got hiaptek yterday.
i hav reduced my holdings last week due to " kiasee", anyway i think 2008, luck will b good for a black horse like me...
Thanks for the comment Sifu Sam. i'm not worried on the market going down now, in fact, good time to lower my cost for some holdings.
Ride thru the volatility with good FA stocks and win in the end!
Sifu can you share your strategy on your Keladi? Not sure how to play this small cap. Or you holding for dividend play? thank you
ECM......why no more comment on this counter?Ben,its fall back to 0.900......any comment?
Tailow, I'm a little bit pessimistic too on the share market. I will not re-enter the market yet until see some light. Still waiting for Bjcorp drop back to below RM1.20. Hopefully thigns will turn out like what Lilion Too predicted, earth element will shine property player in year of rat. Go Mahsing, go Bjland!!
From the trend of market slumping in US, Fed may surprise us with >50bps rate cut just like how Greenspan did during 911 time. I believe Uncle Ben have to change his conservative rate cutting strategy this round. (personal opinion only) ^_^
To Little sour kiddy, ha ha u will know who is right by end of Feb, not too long from now.. ok ?
Theen Yau Ngan ? ha ha u r right, Theen really yau ngan by giving me near to 600K profit in less than 2 years.. is that not u called Theen Yau Ngan ? ha ha..is that not u called Poh Ying also ? ha ha
I am LCLY ? dealing with sour ppl like u of course i need to be LCLY lah , otherwise how to teach u a lesson ? right ? jgn marah yah ?
I like to see more sour mails.. mail me more my little sour boy ^V^ u r so damn cute..I like u very much ha ha
Guys, read what this cute little sour boy posted to me :-
***
Select: All None
1 – 5 of 5
THEEN YAU NGAN !!!!!!POH YING POH YING!!!!!RETRIBU... THEEN YAU NGAN !!!!!!
POH YING POH YING!!!!!
RETRIBUTION RETRIBUTION ON DE WAY
HELLO SAM BOY?????
POST MORE BRAGGING PLS.......
I DON'T LIKE IT WHEN U SO QUIET LIKE A RAT ...... NOT YET RAT YEAR WOR ...hehehehe !!!!
FA STOCK NO NEED DIE ARRHH???
BULLRUN U TALK BULLSHIT
RAT YEAR U TALK RATSHIT
YOUR FS IS CHANGING
YOUR CHI IS GONE &
YOUR PORTFOLIO???
THE LONGER U HOLD THE MORE U LOSE BOY
LAN SI LAN YEONG SOME MORE LAH
POH YING POH YING ................ HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Publish Reject (Anonymous)
ECM going to buy back 10% of their shares pending for shareholders approval on EGM to be held end of this month. With her cash pile on hand, why do you worry?
"Slowly but surely" is the common character of FA stocks.
Tailow.. U got d point there ! 0.5 rate cut is not something impossible ! can u imagine how high RMB n ringgit can climb after d rate cut ?
1 st qtr is likely to be my last bang on KLSE ! I am confident that coming 2008 will not be as good as 2007 , think a little :-
Can KLSE jump another 100 % like what she did last year ?
Last year from 800+ to 1,500 = almost 100%
If another 100% will be 1,500 x 2 = 3,000 ! possible ???
Hang Seng from 17,000 to 28,000 , almost 70% jump, another 70 % will send HSI to 40,000 level !! is that possible ??
Thus , my mom is a female story telling us 2008 will not be as good as 2007 ! that's 4 sure !
Look at d last min push by KLSE from down 10 points to minus 1 points.. any indication ?
2 myke888, we r in d same boat now, take profit on hiaptek @2.01 n swap to evergreen @1.51 . see d attached picture ^V^
why no more comment bout EC???Ben, u cheering for Bjland & Mahsing.u already let go your ECM?pls advice abit.........
Sam
What do you think about azrb ?
Thanks for your comment
guys...any comment on DPS and Onastel?...i have holdings in both of them already...am planning to get some more, seeing that they drop today...any comment? thanks...
(^_^)
Sam,this stupid cutie is still sucking her mamam milk.,why bother about him ?dont waste your time sam.
Benjamin, my purchase cost for Megan is 0.735. After it falls to 0.46, 0.32 after the irregularities, i thought it is not that serious and hoping and hoping and hoping it will rebound but in the end it didin't.
So this teaches me one thing, dont ever hold on a shares for it to rebound unless it is a FA stocks with good mgt and low gearing and consistently paying streams of dividend.
Otherwise, cut your holding after it reaches a certain level.
Regarding ECM, should you have no confidence on me, I am fine. But how about Sam? Is he still holding on ECM? Why worry man?
Dear SAM,
I take some profit in Mahsing and switch to Keladi..... Think he will shine aging before quarter end. Seem volume is building up for Keladi..... what you think.
exactly ,this little boy is jealous on ur success,human nature sam, what to blame ?
Like u said,some people are born to be loser , u cant help it .
I am helpless really helpless! all my call warrants down like hell today!should I chop or hold?need yr advice urgently guys.
Please sam,ben,tailow & all..should I chop?
RUN RUN RAT ....
poh ying poh ying
retributions
show more of your lcly braggings
the mkt will respond to your bigmouth
more bragging mpre bragging from ssam boy .....DARE?
hehehehehehehehehehehe !!!!!
Where gone your bragging??
Matthias Chang talk facts
Sam Lim Thau Tiek talk bullshit and horseshit
Look at mkt now ......who is wrong???
U brag too much boy
Now u eat ratshit
More lcly pls ......I hear rats gnawing their teeth
where is RCE + GSI??
Told you SELL ON NEWS ..... hehehe
Jgn marah tahu ....aje lu sikit2 mah :P
MEOW MEOW .....HAHAHAHAHA!!!!
Sam,
Know you good in Share and Badminton, FS also can in-depth..... Than must call you Si Fu-liao.
Appreciate your comments for my house facing N and my best direction is NE
Londodn bridge is falling down falling down falling down...
Gd morning guys, dow slump 277 points yesterday night ? ha ha didnt I tell u so ? high inflation, subprime problem n d killing depreciating usd.. more to slump . back to KLSE.. down 30 points ?? what u expect bros.. when whole world down,, what is KLSE as a tiny minor bursa ??
views on KLSE again ? still d same bros.. tai low.. 0.5 rate cut is highly possible this time ?? ha ha yr guess is good as mine ^V^
2 call warrants victims, sorry to hear that , if I am yr friends i will feel sorry 4 u , but if i am yr teacher .. dont say I am black hearted ..u deserved that ! that easy to make money from call warrants esp those china dolls ? no free lunch in this world dudes.. I dont think u need to chop anymore, coz what is d different u lose 100K as compared to u lose another few K more ? hope 4 one technical rebound then only u chop lah !
I know y u buy all these call warrants, cos u heard somebody said he made so much so much from them ..well.. first of all, did he show u how he made n call it b4 hand ? second, how about those losses that he inccurred ? did he tell u also ? dont follow blindly without deep consideration.
cute little sour boy , do I sound LCLY again ? ha ha.. I am telling d truth.. jgn marah yah ?
Lynx n nelson..ok lah.. I listen 2 u 2.. from now onwards.. no more sour mama boy entertaining ..ok ?
To vince 38, swap mahsing to keladi ? to be frank..it is not a wise choice , cos mahsing is more in value than keladi ! mahsing fits d requirement of all 天时 -地利 -人和 - ! I am still holding 100% of it.
As for Azrb.. of course it is a solid construction FA stock ! if u r buying at cheap..hold it.
Ben... ECM ? of course I hv confident on her. only those short term buggers r worry about its short term fall, as for me... hold !
Hi Sam
I am thinking of swapping LPF to other plantation counters. Please let me have your views on which one you think would generate better returns in the short term(2 months).
Thank you.
I need to LYLY again.. ha ha it is time to seperate d kids from d boy once gain ! aiyahhh.. how many time it needs to be seperated ?
If u r holding on unFA stock or playing contra..one words 4 u " Po Chung " means take care lah..if u r holding low PE Fa stocks..hold it ... u will know d answer by this coming 28 Feb ^V^.. no 100% but I am highly confident on 1st qtr of 08 ^V^
Bros.. dont sell stock bcos she goes down n buy when she goes up..this shouldnt be d way !
seems like 天时 n人和 is weakening now.. dont worry at least u hv 地利 to back u up ! who knows 天时 n 人和 will come back again after d fed cut ?
2 vince 38 , I am not a full time Feng Shui sifu, I know all d basic of Feng Shui, but of course not as good as those well known fellows like lilian Too , chin hai n chow mun foong .. I can give u advice , u try to arrange yr hse setting accordingly, n let see will it help u or not ?
Ben , Tailow n vince 38, actually I need yr hse floor plan in order to tell u guys what to put n which to change. email yr floor plan to me when u r free..ok ?
however, I will still post it here by this friday even without yr floor plan.
Forgot to add something..observe yrself..did I buy in any shares > 1,500 for past 2 weeks ? did u see I made any call buy during that period ?
My advice is "Hold" on 2 yr existing shares ^V^
Check d entry date of my Mahsing, liondiv, rcecap, ecm n .... when did I bought them ? > 1,500 ? or around 1,400+- ?
Chase at high n sell at low esp panic selling r absolutely an unsense move if u want to make a living in stock mkt ^V^
Think a little ^V^
yeppp.. time to go now..see u guys later.. Wong , pls moderate my blog ^V^
Finally the long waited market wide adjustment is coming. From the current trend, seems like the wave will not stop until all the subprime related bankers reported their latest losses. Hopefully Uncle Ben able to stop the wave by rate cutting. I truly believe 50bps is far not powerful enough to stop the wave. I am hoping for a 100bps + OPEC agree to increase PV.
Only then the impact of hardlanding can be minimized.
Uncle sam , time to accumulate value stocks now ?
Pls advice .
Sam,the GE can be delay anther year....view this if u free....
http://www.malaysia-today.net/2008/content/view/1251/46/
if tat really happen, then the GE rally will be gone...today already can see investor reaction, market down so much as many start panic selling,pls comment.
TF0,
Sam,
May i knwo what is ur view on MELATI, 3 quater earning at 36.8cents with curent price at 1.59. PE < 5. Please advice. Thanks.
Bro Ben : Benjamin said...
Finally the long waited market wide adjustment is coming. From the current trend, seems like the wave will not stop until all the subprime related bankers reported their latest losses. Hopefully Uncle Ben able to stop the wave by rate cutting. I truly believe 50bps is far not powerful enough to stop the wave. I am hoping for a 100bps + OPEC agree to increase PV.
Only then the impact of hardlanding can be minimized.
TL personal comment : Before TL tackle the prime core issue of USA economy facing now, why not TL pose a simple lay man question here : IS THERE ANY COUNTRY WHICH HAVE A WEAK CURRENCY BUT ECONOMICALLY FUNDAMENTALLY STRONG ?
By cutting a basis point of 50, 75, 100 or even 250 basis points for this coming FED meeting may not neccessary do the trick to save US economy from negative growth ( I wish not to use a stronger word such as recession...it may not augur well today since worldwide market is already started to burn red firecracker ushering CNY )
One need to understand that the current downturn of US economy is not solely resulted from subprime losses lending and higher cost due to oil prices. By cutting interest rate, it will prompt massive outflow of capital from USA and thus another round of greenback sell-off. Getting lesser value of Dollar will prompt 'importation inflation ' due to higher cost of import among trading countries. Ladies and Gentleman, with the trillion trade deficit, can USA sustain a ' weaker ' greenback ?
Having saying that, one may argue that cheaper dollar may boost the USA export sector. This is totally absurd as USA economy is 2/3 driven by consumer sector ( retail spending )
Long story cut short : Fixing USA economy must be structural executed. Means that the real problem must be identified. Why not we pose a question to FED chairman : HOW THE PROBLEM OF SUBPRIME LOSSES TRIGGERED ? While TL wish not try to be sin-ka economist which trying to outdo FED top gun, one trying to solve the problem must get to the root of the problem. Like Wong Fei Hoong, when he treat cough problem, he will find out which part of our organ is having problem which resulted in coughing. It could be our lung which is weak due to ' low chi '. But Ang-Moh doctor will prescribe anti histamine ( cough syrup ) to suppress the cough. Well, in short term, we cannot deny that the cough syrup can do the trick, but in longer term, I strongly believe those patient who seek Master Wong will be more healthier.
Well, hope that my comment not offending anyone. Apologised in advance if somewhere or some part of the message is not documented correctly.
Amitabha
'Kerajaan masih ada setahun lagi' - Abdullah
Aiyahh.tu semua orang dah tahu lah, tapi, takkan abdullah nak tunggu sampai tempoh matang baru lah parlimen dibubarkan !? Harga minyak dah menonjak ke tahap yg cukup memeranjatkan, mampukah kerajaan menanggung beban ini sampai hujung tahun ? Fakta anwar adalah soal yg perlu dipertimbangkan oleh beliau juga .
Dari fakta ekonomi, ekonomi dunia dijangka akan menjadi semakin teruk pada akhir hujung 08 apatah dengan tamatnya sukan olympic bejing di bulan ogos !? apa yg akan jadi mangkin ekonomi selepas itu ?
Pandangan saya masih sama sepertimana yr disebut sebelum ini ,Apo perlu diteka ? pegang sampai akhir bulan Feb, intan atau najlis sama sama kita menikmatilah ..ha ha..kalau bukan intan, kononnya najlis yg akan disidangkan ^V^
2 newbies , time to buy on dip ? well.. depends on yr size of holding, if yr holding is less than 30% buy on dip, my advice..dont buy now ! dont catch d falling knife, wait untill u see d volume is getting lesser n mkt is moving sidelines 4 few days.
but if u 1 2 try yr luck to make from technical rebound.. 1,400 should be a safe bet .
Melati ? not a bad stocks.. hold !
Sam, your bahasa is really good.
Graduated from local uni ka ?
mind to tell ?
TL, thanks for your comment. Agree on what you were saying. Cutting rate itself will trigger recession, that's why US really need to have cheaper energy cost to bring inflation down. That was the reason why Bush went to Middle East to "plead" OPEC to increase PV. Quote fr Bush "I would hope that as OPEC considers different production levels they would understand that if their biggest consumers' economy suffers, it will mean less purchases, less oil and gas sold".
A simple sentence came out from president of United States. You can how serious the mess in US right now.
In fact why I am looking for 100bps cut was that I planned to let go all my holdings by CNY. That's why I need some "powerful" incentive from Fed cut by month end. Just my personal interest. ^_^
My bahasa is good ? aiyahh so so only lah, in fact my chinese, english n bahasa r all half tanker only ! All d anak malaysia should know their bahasa kebangsaan just like all d race should know how to write n speak their mother tongue also ! dont u agree with me ?
FYI, I am graduated from university of SOCIETY in PUDU, know where ? d one in between Jalan Jang Tuah n Jalan Pudu.. if u still dont know where..know where is time square ? opposite of time square , that building painted with a long beach picture one lehhh...
Ha ha joking only ..dont get angry..ok ?
Ben & TL..that's y I want to quit after 28 Feb.. US still hv 3.75 int rate as bullet in hand ! they will cut n cut till there is no bullet left anymore, worst still when Beijing olympic is over n ssex bubble burst !Holland is d place we r heading ! now u know y I said if bull doesnt come in 1st qtr of 08, u can forget about share mkt anymore !
I sound abit sinka, but these r my views, right or not it doesnt matter, most important is I know when to retreat n how to protect what I made in past 2 years .
1pct int rate cut at one shot is quite impossible ! may be uncle ben will break it into 2 ^V^
What say u ben n TL ?
$ifu $am, u r fr Pudu Jail ?! Then i should call u $ifu Tai Tai ! ha, u still can joke when somebody is crying out there. 2 b frank, I really 1 2 thank u for telling me d sports.sohu.com , I know nothing could b done in share market 2day so now i'm on tis website 2 follow d "LIVE" result of M'sian Open instead, really exciting !
For those who need 2 relieve tension seeing d share market 2day, just tune in ASTRO 611 @ 10pm every Mon - Sat watch tis programme : JUST FOR LAUGH, sure u'll feel better!
Just bought Liondiv@ 1.87 2 lots onlylah.
Sam....
Already into Evergrn. Now sitting back to wait for good times to come again.
A friend of mine once told me that the share market is like the dancing the "cha-cha".
Now it has taken 3 step back ... lets wait for it to take the 5 step forward... Cheeeeeers
118, Why should I cry ? i am not buying call warrants , I am not buying high PE stocks, I am not buying shit stocks, I am not playing contra ?
Check d cost of holding :-
they r still far above my cost, why should I cry ? U ding u ding like what CYT said "what foong long or wind wave we hv never seen b4 ? ha ha
There is another web u should pay a visit too :-
lots of things n knowledge to gain from >>
www.ifeng.com
just some inside info: paklah plans to hav d GE one week after cny, just to surprise everybody. all d school hav been asked to take holidays until 17/2/08, which make ways for election. BUT now look at d mkt today, he might change his mind, cos there might b a lot of angry votes from d mkt...
guys, hold on to yr shares, don't sell, mkt will rebound, BUT not so soon, at d mean time, do some shopping if you hav bullets, or
else sit tight , do nothing & enjoy d malaysian open, see how lee cw perform.....
sam, y u sell hiaptek, i jump in, u jump out...what ???? anyway, wish me luck...
$ifu $am, just on d ifeng.com. U really an informative guy, Thanks!
Those r crying of course not u lah. I'm referring 2 those contra kaki.
tailow.. I took profit on hiaptek for swap to evergreen ..is still d same one, just attached d picture..hv a look
read this >>
Intel posted fourth-quarter results and a first-quarter outlook behind Wall Street targets, sending its shares down about 15 percent.
One by one..US stocks esp banking counters r lining up for beheading one after another !
Uncle ben got any other choice besides cut ? try to ask him to raise 0.25 see how Dow react to it ? his hair already wet...he got no choice other than cut !
118, inside ifeng.com , there is one section called china history, click on it..very interesting stories about all d dynasty.
U can see how advance they r in IT n web as compared to Malaysia, Badminton used to be our national sport but where r those live scoring , telecast , game analysis as compared to their web ?
lot of catching up need to be done!
$ifu $am, ya, I'm reading... I really want 2 thank u lah. I love China history so much that i used to watch "Oral History" on ASTRO. I'm sure u'll love tis programme too.
Bro SamGoss,
I only came across this blog recently so have not "benefited" the way some others have. But enjoy reading your comments and your old write-ups, as well as learning for myself. Sure a lot of people will shed a few tears on your decision to leave this blog on the feb 28th (bcos you feel this year is "bad" for you, maybe your horoscope?). But you also said that stock is in your blood, so maybe you play smaller (50k, think i read somewhere). Would you consider updating us with your stock activities so the readers can follow your "luck/destiny vs skill" match-up?. would be interesting...besides, even tho i'm new, it would feel...funny without you,wont be the same.
Sam, before you go, can please explain 1. how do you set your TP for exit 2. With so many stocks on the horizon, how do you scan which one to go for? Maybe the 2nd question has something to do with the ???, ???, ???, which you say you will write b4 you go.
Anyway, if you decide to hibernate for 2008, have a good holiday and hope to see you back here next year or so. cheers!
2 ccdev.. when mkt is going thru a bear zone.. whatever u bought also die, d differences r FA stocks will drop d least n UN FA stocks will hit d most ! I still dont know whether i want to play with 50K or totally out of KLSE 4 little while !?
Look at today slump..almost all across d board..FA n UNFA all down like no tomorrow !
I am still holding on my portfolio is bocs i forsee there will be another 2 to 3 int cut by d fed in 1st qtr of 08, with d approaching GE + cny , I think mkt will go little higher .if not bcos of these 3 factors, I would hv retreat all my fund when she touched 1,520 last week.
My method of setting d TP, simple :- I use PE 15 x eps n minus out 10 to 20% for safe play.
D above calculation is only applicable on 2nd n 3 liners , Blue chips r @ different PE . 4 blue chips, u should times PE20 to 23 .
In brief, for Malaysia stocks n 4 safe play , never ever buy 2nd liners @ PE > 20 N blue chips >30 no matter how confident u r on its future prospect.
4 US blue chips like coca cola, wallmart , microsoft , AIA , ... PE30 is still worth for buying due to their biz net working & competative advantage of their size ! but dont jump in when they reached PE >40 !
D ???, ??? n ,??? r actually 天时 -,
地利 ,人和which I hv posted last week.
Guys, I have rec'd one portfolio from my loyal fan named XXXXX, approval already obtained from him to post it up in my blog, see yrself d beauty of FUNDAMENATL ! FYI ,he is still making about 45K despite d 50 over points slump today ! bear in mind, d attached protfolio did not include profit from maemodewa@0.38 n Lionind @1.50 ^V^
FYI, his initial capital is only about 70K at begining of 2006.
Slowly but surely !
Hi sifu Sam, beside share market do you like to play badminton right? Well, where are you staying? I like to play badminton also.
Sifu Sam
KNM PE57++ @7.35 FA teruk hor?
Kalau aku beli mati tak beta?
Sila komen sifu
Kam sia
Sam, can u calculate out the fair value for Ranhill if it really going to be privatetise? how to calculate?mind to share?
for your royal fan, his avarage price for mastell is 0.863!!!!! tats really something amazing & speechless!!!seems like he holding it even longer than u...bravo!!!!
TT,
good questions CCDEV, i wanna ask bro Sam about these also :)
bro Sam, me a bit slow, still can't get your explaination on when to exit... can you use MahSing for example to calculate the exit point?
thanks bro Sam
What d expert said :-
The report provided anecdotal evidence the economy is slowing, a day before Fed Chairman Ben S. Bernanke testifies before Congress on the outlook. Bernanke said last week more interest-rate cuts ``may well be necessary'' after 1 percentage point of reductions since September to buttress growth.
``This confirms what we already know: The economy is weakening but has not slipped into recession,'' said Diane Swonk, chief economist at Mesirow Financial Inc. in Chicago.
Seven districts reported a ``slight'' increase in output, while two reported ``mixed'' conditions and three slowed, the report said.
Traders anticipate the Federal Open Market Committee will cut its benchmark rate by half a percentage point, to 3.75 percent, this month, futures show.
***
0.5 cut is good enough for RMB n Ringgit 2 appreciate further (dont forget, there will be more cut after this ) .. FFM bought in quite alot of Malaysia shares 4 past 3 weeks , seeing ringgit will climb further up , I dont think they will puul out their fund in short term, hence, mkt crash 4 Asia stock is very unlikely to be happened in 1st qtr of 08 !
2 Miow,
Fair value 4 mahsing :-
3qtrs 11.64cts
Estimated EPS 4 whole year = 16cts
Fair value =16cts x PE15 = 2.40
Waitttt dont forget she still hv 1bil unbilled sales in hand , hence its FV should be > 3.00 $$$$
mine is abit conservative , less out 10% from >3.00, my TP 2.50 to 2.60 ! make sense ?
Mahsing is in net cash position.
lots of projects coming in , FFM 's like .
U see what I see ^V^
As for KNM.
Pls get yr PE right b4 u come to ask me , u dont even know what is d PE 4 KNM, 59 ?? come on !!!
There r still lots of T4 n force selling to be due in this 2 days,
Take care bros ^V^
Ranhill..
Theoritically :- Latest earning 3.58cts X 4 = 14cts
FV;- 14cts x PE15 = 2.15, since ppl taking her under ONG, average PE for OnG is around 20 , hence cts14 x 20 = 2.80.
2.80 + a little bit of good will n premium, FV should be around 3.00 .
BUT.. how accurate is yr news ? if yr news turn to be false alarm ? how ?
I bought ranhill @ 1.48 b4 , refer to my portfolio, buying @ 1.48 or PE < 10 is dirt cheap . besides of its ONG status , dont forget she is also one of d political darling stock ^V^
January 17, 2008 12:27 PM
Hello kiddy.. KNM 'PE 59 ?? ha ha... this show u dont even know d formulation of PE ! news paper tell u PE59, u take that 4 granted ? ha ha ..u want me to teach u ? sorry...go n ask yr Papa.
Jgn marah yah ?
Sam, like what u said, what is the differences between 100K loss with another few K loss, looking at the
expiry date of my call warrants are getting closer & closer, no choice, I triggered the bloody chop this morning.
I still have around 50K in hand, mind to tell me what should I buy ?I wish i can recover some of my losses ?
Uncle Sam,
Here another questions to ask u,
Ur timing is so accurate..how do you set ur entry timing? how do u conclude the volume is coming in? What r the factors u put into consideration? Thanks for sharing wif us...
My timing is accurate ? ha ha not really.. so far so good only ^V^
Volume as an indicator of entry is only applicable in normal mkt n hot mkt, dont apply it on bear mkt or panic mkt ! it will kill u if u use it as an indicator of entry.
During bear or panic mkt , d ideal stratergy is stand aside, wait 4 d volume to decline, once u see d overall volume getting losser n lesser , n it has been sideline there 4 fews day, then only u go in 4 bargain buy !
If u managed to get some dirt cheap counters, sell after d announcement of GE or latest by 1st week of March which ever is earlier.
If u bought at high, averaging is not a wise move esp in panic mkt.
One or 2 more bad earning by d US banks will sent DOW <12,000 !
See how wise Li Kar Sing n warren buffett r ? they calling sell when HSI @30,000 ! with d delay of through train program or 港股直通车, there will be further downside 4 Hang SEng in near term.
4 those who bought china call warrants , take good care !
May god bless u ^V^
Armitabha ^V^
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Apa surat khabar KNM PE 59???
Lu sudah bengang ke Sam?
Jangan tertuduh sehingga check KLSE Tracker
KNM @ 7.35 PE 57.87 ......tetap konfirm !!!!!
***
Ha ha ha that's y u get yr KNMPE59 ah ? ha ha
Confirmed u really dont know how to get PE by yrself, kalau KLSE salah pun u ikut ah ?
Teach u abit lah..
Find out yrself whether KLSE calculation is based on 2 qtrs earning or whole year earning ! n also, post earning or forward earning !!
ha ha ha no wonder u dont know what I am talking about lah !
kid, want to learn what is post n forward earning ?
D RHB web is d best, they show every qtr earning so that I can calculate based on post ,current n forward earning.. know that kid ?
Sam, thanks for your sharing on Ranhill.really thank you for it.from your oppinion saying she is a darling political stock, i think i will hold it for the GE rally tat u predict will come soon.
bout the news tat she is going to be privatised, if i got any further news.i will let u know and ask for your opinion again.Ty very much.....
TT,
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Apa surat khabar KNM PE 59???
Lu sudah bengang ke Sam?
Jangan tertuduh sehingga check KLSE Tracker
KNM @ 7.35 PE 57.87 ......tetap konfirm !!!!!
***
Ha ha ha that's how u get yr KNM PE59 ah ? ha ha
Confirmed u really dont know how to get PE by yrself, kalau KLSE salah pun u ikut ah ?
Teach u abit lah..
Find out yrself whether KLSE calculation is based on 2 qtrs earning or whole year earning ! n also, post earning or forward earning !!
ha ha ha no wonder u dont know what I am talking about lah !
kid, want to learn what is post n forward earning ?
D RHB web is d best, they show every qtr earning so that I can calculate based on post ,current n forward earning.. know that kid
Ha ha sam, dont make that kid like a fool lah, I think he just wants u to calculate KNM 's pe for him, he was confused with the high pe of knm.
btw, thanks for ur explaination on timing, really make sense.
Thanks again as you gave me a direction that i can go with. Blur blur entering stock market...I do agree ur quote "even u know what is PE is doesnt mean u know how to use it." (somewhere).. Hope you can continue blogging althou the market is cooling off later.
As on FS, some master said the stock market will be cooling off this 2008 year..i think it is after the summer...2009 can get cheaper house..do you think that the time to channel money to property investment? What say u uncle sam?
I do think that the best time to reduce or exit completely market is on 1/2 ,4/2, 5/2.
What say you, Sam, Ben,Tailow and TL?
Exit on the announcement of rate cut,and before CNY or on the announcement of GE?
bro Sam,
I am keen to learn on PE calculation, correct me if i'm wrong. To calculate current PE = current price/4 qtr EPS in cts OR current price/(last qtr EPS x 4) which method shld i use?
Hi Sam,
Saw you have some "feng Sui" knowledge and gave some advise to some of our member.. I would like to seek your advise too.. My house is facing west.. and I sleep facing east... I do need your advise whether is a good pose? Thank you in advanced.
A.T.
London bridge keeps falling down...falling down
Didnt I tell u so that more down side for Dow to slump ?
Uncle ben...time 4 u to show hand...0.5 or 1??
N also time 4 u to make a comparison d percentage off fall between high PE n Low Pe stock!
Check yr holding mahsing,liondiv ecm..with d 100 points..plunged..aren't..they still traded above yr buying cost..not beauty..of..FA??
During his remarks, the central bank chief said fi... During his remarks, the central bank chief said financial conditions continue to pose a threat to the economy and that "additional policy easing may well be necessary" because the outlook for activity in 2008 has worsened. The "downside risks to growth have become more pronounced," he said.
Echoing his comments of last week, Bernanke said that if required, policy makers will "take substantive additional action" to support growth and protect against a downturn.
"For now, he's attempting to calm the fears and keep the market from talking itself into a recession," said Mendelsohn. "He doesn't want to provide too much liquidity, but he has to provide enough that the Fed is still in control."
Robert Pavlik, chief investment officer with Oaktree Asset Management, """""said that a 50-basis-point cut from the Fed may not be enough to spur buyers as the economic picture worsens."""" !!!!!
"We now need a much larger rate cut than is already baked in to stop this slide from going lower," said Pavlik. "It feels like traders have thrown in the towel. It takes a lot of discipline to hit the sell button, even on some of the high-quality names. Eventually we'll find a bottom and focus will begin to change, but for now this is a dramatic loss of capital."
0.5 may not be enough ? oh my god ! 1.00 in one shot ? how mkt will react after that ?
still I think bern will break it into 2..0.5 n 0.5 ^V^
118 n jensen..what a bad performance displayed by Khoo n Tan yesterday night.. inconsistent is something they need to improve.
looking forward 4 d great match between Bao n Lee.
hi sam,
EPF body start to accumulate AIRASIA shares>>>天時,地利,人和. What do u think? shall we touch this counter?
P/s:123,745,400 shares (5.2200%)
Airaisa ? if not bcos of d hike crude oil price, airasia is quite a value stock 4 mid n long term hold . at current level of 1.52 ?? i will rate it as trading buy..hit n run .
u decide herbert ^V^
for me.. still d same..no buying no selling ^V^
good luck herbert ^V^
Sifu Sam,
When do you think is the best time to reduce holdings? Few day after announcement of rate cut when market bounce back? Before cny,After cny or wait after cny on the announcement date of GE? Can shed some light?
4 margin of safety..i will look into Airasia at anything below 1.40.
<1.40 is bargain buy 4 airaisa after taking crude oil hike into consideration.
FYI,its air liecense itself worth more than 1.50 , with its proven track earning records n good management, anything below 1.40 is value buy !
Impossible to get <1.40 ? i thought d same also , but in such a panic selling mkt.. nothing is impossible.
Thanks Sam. By the way, "Kia si" since US heading to recession. Uncle Ben still try to deny the facts that it still can be support by new economic policy such as tax rebate and interest rate cut.. I think US should immediately be honest that they really facing recession.. Then market will plunge greatly.. WOW WOW.. OH Oh!! immediately another huge interest rate cut to stimulate investor confident.. What do you think my statement, Uncle Sam
KF, hard to tell.. if they reach my TP i will sell..if not..latest by GE announcement, I will sell 2/3at least !
certain stocks like mahsing, liondiv ,rce n ecm..ha ha is too hard 4 me to sell them off due to their solid FA.
will let u know like usual ..ok ?
certainly, it was touch RM1.4 during 1st week of Feb'07
Int rate cut is like a pain killer.. for short term only..that's y I said b4 d recent slump that I will sell off at least 2/3 by 28feb or announcement of GE .. she came earlier than I thought..but nvm.. let see how mkt react to d rate cut after that.
Regarding Airasia, I am holding the view same like WB. I just doesn't like the business model, especially in Malaysia. Eventhough Tony has very solid cable with govt but anyhow, malaysia govt still protecting MAS at the cost of other airline.
Of Fed can't just admit recession right away. That will damange investor confident which I believe is the most important criteria for bull market to sustain. No matter how terrible the company performance, as long as investor confidence still there, market sustain. But once confidence gone, everything gone.
Let's hold our hand together and sit tight on the roller coaster following announcemnet by UBS, GS, Northern Rock and many others bankers.
herbert..u cant blame bern..d moment he admit that us is in recession..mkt will slump even harder, n also..of course he wont tell u when he will cut d rate again, this is his job ! he is obliged to do that !
herbert, i saw from yr blog that yr buying cost 4 mahsing is around 1.90+ right ? now u see how safe it is by buying FA stock. if u sell now still u will make some$$$$$ despite d 100 points slump by KLSE !
To those who r lost n panic ! u ding u ding ! ha ha like CYT said :- what wind n wave (Foong Long ) we never seen b4 ah ? 17 Feb 07 plunge is much greater than this ! n also 1998 mkt crash is even worst than this ! ha ha
U ding u ding ^V^
time to go 4 lunch..what to eat today ? chicken rice with double cho bei (Left leg) ? k cyt ?
c u guys later, 886
$ifu $am, What do u think abt RCECAP now @ 0.82? feel like buying few lots.
Don't forget Badminton live @ 2pm (semi final) 2molo! Nowadays there isn't any pair like Park joo Bong n Kim Mong Soo.Good in all aspects b it attack, defence n most importantly consistant most of d time.
Khoo n Tan... still younglah.
Dear Mr Lim,
Re your email query below, the DRI plant has not commenced operation yet; it is on schedule to be fully operational by the first quarter of 2008.
Thank you.
Quah Le Ching
Corporate Communications Department
The Lion Group
Tel: 603-21622155 Fax: 603-21618409
kylim28
16/01/2008 13:43
To quahlc@lion.com.my, corpcomm@lion.com.my
cc
Subject Lion Diversified Holding Berhad
Dear Sir / Madam
I refer to the recent 08Q1 notes to accounts.
15. Commentary on prospects
Following the completion of the corporate exercise to divest its retail business in October 2007, a substantially lower performance is expected in the next quarter as the Group's new direct reduced iron plant will only be fully operational by the first quarter of 2008.
Generally can you advise me whether the new DRI plant already commence ' commercial ' operation as at current date.
Appreciated very much your comment.
Thank you.
Best regards,
Lim KY
Email Disclaimer
This e-mail and any attachment(s) contain confidential information and are privileged. If you are not the intended recipient, dissemination or copying of this communication is prohibited and may be in breach of the applicable law. Please notify the sender and delete this email from your system. Thank you.
THE LION GROUP, Level 46 Menara Citibank, 165 Jalan Ampang 50450 Kuala Lumpur, Malaysia
Tel : 603-2162 2155, Fax: 603-2161 8409, E-Mail: corpcomm@lion.com.my
Hi Sam,
Look at BJCORP also part of FA stock. And he acquire diff. co. recently. Seems his share price will also BOOM as TMCLIFE. If so happen to hit RM2/=. I may knock my head on the wall cause never buy!!
Hi Sam,
I put more confident on BJCORP. Just getting the information from BURSA Web page. SJ Securities recommend on buy call!!!! RM2.55!!
Are u sure boh??? MR. SJ!!
Sam, how?
Okay guys, if anyone of you did holding LionDiv, keep tight since there's an annoucement soon after CNY by the company. Just receive some inside news.
Hopefully it will reach my TP of 2.50 or higher provided no more severe news release from US markets.
Sifu Sam,
Whats your advice for ppl like me who bought non-FA stocks and now on the way to holland?
ride out the storm or cut loss?
I've got FA stocks based on your picks, I'll keep those.
and why cho bei? more tender than yau bei? :)
thanks
-sailow
2 SAILOW..d solution is simple..swap to FA stocks ^V^
2 Herbert
Bjcorp having all d 3 criterias of 天时 -
地利 - 人和, not a bad choice , but I hv no confident on VT n his gang..ha ha u can go ahead with that , I still prefer my mahsing n liondiv ^V^
if u buy mahsing @1.68 , ecm@0.85 ,liondiv @1.72 at my first call, what is so big deal of 100points slump ?? arent u still making now ?
I am not here to show off..just wanna 2 let u guys know how safe n fruitful it is for buying Low PE FA stocks!
2 some sour kiddys out there..jgn marah yah ? fyi..once i saw there posting from anonymous..i dont bother to read at all..i will delete it straight away ..ha ha post more pls... u r posting to a wall..know that ? sour kid ? ha ha
Jgn marah yah
Sam,
I'll definitely swap to FA stocks as soon as I can get a higher cut loss point..
right now is dilemma point. cut also die, dont cut also die...
Sifu Sam,
I plan to retreat on superbull and a buy on bear now. Possible to guide me on how to buy on margin of safety during bear. How much pe shld they value during bear?
1. Blue Chips ( PBBank, IOI,YTL,Maybank)
2 Growth Stock ( Liondiv, Evergreen)
Thanks !
Hi Sam,
Koo and Tan is over comfidence in kampung i think. Well, like their perrformanced i don't think they will win gold in olympic this year.
Herbert seriously speaking, if without the recent market panic selling, Bjcorp could have reach RM1.70 already. Despite the market drop >20points, Bjcorp manage to stay in green zone. ^_^
But entering at RM1.40 is really a little bit too high already. Buy at your own risk.
Today bought in some Liondiv @RM1.83. Hoping Bush USD150b stimulus plan could cheer the market.
Sam, how could I say anymore ? look at mahsing, still in green with market plunged 22 points.
do let us know when to dispose them off.
tq .
bro Sam,
I am keen to learn on PE calculation, correct me if i'm wrong. To calculate current PE = current price/4 qtr EPS in cts OR current price/(last qtr EPS x 4) which method shld i use?
January 17, 2008 6:45 PM
RCECAP
Big bulk buying:-
Friday, 18 Jan 2008
7:09PM Cempaka Empayar Sdn Bhd (12,817,596 Shares Acquired)
7:09PM Clear Goal Sdn Bhd (12,817,596 Shares Acquired)
7:08PM AmcorpGroup Berhad (12,817,596 Shares Acquired)
sam, i just remember that u had visited harbin last mth, what is yr comment on yr tour...
i am undecided whether to go to russia or harbin this coming cny holiday, any advice???
got keladi 50@0.21, dps 50@0.39+, rcecap 15@0.815, liondiv 20@1.84, resorts 8@3.79, will buy more nxt week... still waiting airasia, uemwld, nsop, apollo to dip down.
sam, y all major asia mkt had gone up but klse still like dead fish??
i guess klse is a bit slower than d rest..
Wei Sifu, yesterday you put me aeroplane la.. :) Regards, Ma Chai! Wakaka
FYI
EPF announced that it had purchased a 5.2%-stake in Airasia. Prior to this, EPF did not hold any shares in Airasia. This purchase is a strong vote of confident in the management of Airasia. Interestingly, T. Rowe Price Associates, Inc., one of the foreign funds that had been selling down its Airasia stake, announced on January 14th that it had purchased back 134,000 Airasia shares on January 7th.
i m holding this counter.. hopefully it will rebound after it hit the bottom.
Sam, Ben and Tailow.. good job!
Thx a lot.
cheerio!!!
$ifu Sam
Dont be mad. The Anonymous is trick by the value in klse tracker They put KNM EPS as 12.7. That y the PE become 57.87. The value is VERY wrong.
To anonymous:
The EPS from KNM for 2006 is 75.01 that make The PE 7.15/ 75.01 =9.5..
This year until Q3 is 35.07.
So u can do the calculation from there.
That y $ifu $am we always need to guidance.
Hope $ifu $am x mind i give my 2 sen tought here.
I will follow U!!
Adwin... good jod done but..u shouldnt teach that sour kiddy lah..I know his trick from d way he post..he want my view to enhance his TA..ha ha sorry kid, u found d wrong person.
2csk, PE = share price /EPS , current price / 1, 2 or 3 qtrs given u current PE, u need to do yr own forecasting for d remaining qtr.
current price / 4 qtrs EPS= post PE.
One good example. Bkoon, used to be very low PE, but just found that its latest qtr eps is coming down, thus , its PE might not be as good or as low as b4. take note .
Steel sector.. their coming eps is definitely a good onedue to shortage of demand n increased in steel price , hence , if u bought them at LOW PE, i can assure u , their PE will go even lower !
Post PE, take them as track records, compare thier current qtr eps with d previous one, if u see improvement n d price is still at low, jump in n buy !
Tailow..I never been in Russia b4 , so i dare not to comment whether harbin is better than Russia or not. for me..harbin is a beautiful city , I like their ice carft festival , really fantastic ! one warning to u..it is cold like hell ! one hot coffee n tea selling @ RMB50 bucks in ice craft centre ! heart not feeling pain ?
Harbin is very near to Russia also, about 2 hours drive from harbin to Russia, so may be u can kill 2 birds with one stone in d coming holidays.
Adwin... good jod done but..u shouldnt teach that sour kiddy lah..I know his trick from d way he post..he want my view to enhance his TA..ha ha sorry kid, u found d wrong person.
2csk, PE = share price /EPS , current price / 1, 2 or 3 qtrs given u current PE, u need to do yr own forecasting for d remaining qtr.
current price / 4 qtrs EPS= post PE.
One good example. Bkoon, used to be very low PE, but just found that its latest qtr eps is coming down, thus , its PE might not be as good or as low as b4. take note .
Steel sector.. their coming eps is definitely a good one due to shortage of supply and n increased in steel price , hence , if u bought them at LOW PE, i can assure u , their PE will go even lower !
Post PE, take them as track records, compare thier current qtr eps with d previous one, if u see improvement n d price is still at low, jump in n buy !
Tailow..I never been in Russia b4 , so i dare not to comment whether harbin is better than Russia or not. for me..harbin is a beautiful city , I like their ice carft festival , really fantastic ! one warning to u..it is cold like hell ! one hot coffee n tea selling @ RMB50 bucks in ice craft centre ! heart not feeling pain ? I will bet my last dollar with u , u will definitely buy it though u know buying a cup of HOT coffee @ RMB50.00 is damn bloody expensive ! ha ha
Harbin is very near to Russia also, about 3 hours drive from harbin to Russia, so may be u can kill 2 birds with one stone in d coming holidays
Tailow said:-got keladi 50@0.21, dps 50@0.39+, rcecap 15@0.815, liondiv 20@1.84, resorts 8@3.79, will buy more nxt week... still waiting airasia, uemwld, nsop, apollo to dip down.
Tailow, I really shock that u able to jump in so many lots if diff. counter despite US recession. What makes you so confident? But i noted the counters are in low level now. But really dun know whether it can further slump? WOWOW ohoh!! Don't!! Uncle Ben pls cut rate early ok??
herbert.. dont under estimate tailow..this guy is damn rich.ha ha . n also, he is actually buy back what he has sold last week. his timing is chun !
Tailow, ben n all.. I came back 2 offcie today is bcos of u 2.. 4 yr feng shui..sighhhh, promise u already..cant escape any more.
Hi SAm,
Actually yesterday i bought DPS at 0.43 * 30 lots... Wow, so high?? Sam, what do you think? High ma? How high he can reach?
Haha, thanks for your effort on my house fengshui. By the way, remember you told that not all horses will be in bad luck in rat year right? Mind to advise where to get these info? All the info I got on hand just tell me horses are all bad luck in rat year.
In fact I'm not looking good on DPS eventhough I still holding 10ots of them at cost of RM0.57!!!! Because can see underwriters of right issue are selling down their stake in last few days. I personally think that more pressure selling is expected from underwriters.
Benjamin, how can you discourage me??? Sam, How? what do you think?
Herbert.. ha ha..hold lolll, ben, yr cost is 0.57 ?
well 0.57 + 0.50 = 1.07, 2 4 one free warrant
0.43 x 2 = 0.86 + 0.135= 0.995
1.07 - 0.995= 6cts paper loss only wat ..
once mkt recover , for her to touch 0.48 n son to touch 0.16 is not a problem ..
0.48 x 2 = 0.96 + 0.16= 1.12...1.12-1.07 (yr cost ) =5cts gain.
u ding u ding ^V^
Reason y I swap my dps to mahsing @1.68 is bcos mahsing has all d 3 天时 ,地利 n 人和, DPS lack of 人和 very much !
if u dont like it, swap to liondiv or rcecap loooo
bro. Sam,
Thks for your reply on PE calculation, really appreciated!
sifu,
i'm holding RCECAP at 0.835 few days back. Wht is the good price to let go?
I am not discouraging anyone. Just telling the fact that underwriters are selling stake in DPS.You may refer to chagnes of substantial shareholders in bursa website.
Sam, too bad I did not subscribed right issue. So my cost still stood at RM0.57. ^_^ I will still hold on this counter until it rebound but definitely not going to average down.
im holding 20 lots of ECM...im very confidence in Sam & Ben picks.
Sam, wats the tp for ECM?Can comment abit coz i want whack my stupid remiser.Actually this remiser is my friend also, ego head type of ppl.Sam, give comment abit so i can show to him and teach him a lesson!
Ben, its announcement end of this month will have wat effect?
im just a newbie in share market but i follow your blog for around 6 months.Very confidence in Sam & Ben picks!
He keep keep keep saying ECM now is Overpriced!
TT,
asdfw
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