They may be beggars but they're certainly much nobler than those corporate figures who only think about self-interests, esp. those speculating recklessly on commodities, contributing to massive hunger in underdeveloped countries.
In this calamity-prone era, I think this article provides some excellent advices:
TL : NATURAL DISASTER IS NOT AN ACT OF GOD NOR ACT OF ' HEAVEN '.
ALL DISASTER IS THIS WORLD IS MAN MADE DISASTER.
WHAT HUMAN DONE TO THE EARTH, HUMAN MAY SUFFER FOR THEIR CONSEQUENCES.
THE INNOCENCE WILL CONTINUE TO SUFFER FOR THE EXPENSE OF IGNORANCE ILL HEARTED AND GREED MANKIND !
WE USE TO DRILL THOUSAND OF FEET INTO THE MOTHER EARTH FOR 'WATER-GOLD = OIL '......BUT NOW MAN KIND IS FAR MORE SUPERD AND HAVE STARTED TO CONQUER THE NORTH POLE BY DRILLING DEEP INSIDE FOR OIL.
THE SEA HAVE SUFFERED SEVERELY DUE TO MASSIVE DRILLING BY OIL COMPANY, NOT TO SAID ABOUT THE POLUTION THEY HAVE MADE TO THE SEA CREATURES. NOW MANKIND DON'T EVEN GIVE CHANCE TO POLAR BEAR WHO ARE LIVING IN THE ARTIC TO SURVIVE.
THE ESKIMOS ONCE LIVING SO PEACEFUL AND HARMONY IS NO LONGER HAVE THEIR USUAL PEACEFUL LIVE.....NO THANKS TO ALL THOSE GIGANTIC CORPORATE COMPANY WHO ARE MAKING INROADS INTO THE NORTH. HEAVY MACHINERIES AND HUGE INSTALLATION BEING SET UP TO PUNISH THE MOTHER NATURE ( EARTH ) DRILLING THOUSAND OF FEET HOPING TO FIND OIL.
MOTHER NATURE IS NATURALLY KIND AND COMPASSIONATE TO ALL HUMAN BEING. BUT IF HUMAN CONTINUE TO DESTROY THE MOTHER NATURE FOR THE SAKE OF GREED AND DESIRE.......MORE CALAMITY WILL GOING TO HAPPEN...AND BE MORE SEVERE NEXT AFTER NEXT.
AMITABHA....MAY ALL SENTIENT BEING CURB THEIR DESIRE, GREED, LUST AND IGNORANCE FOR THE SAKE OF NOT LETTING HUMAN BEING & ALL LIVING BEING EXTINCT IN THIS WORLD.
Dear All, sorry that i back to share discussion with uncle sam instead of disaster in china and Myamar. All this is unwanted by human.. really feel sad!!!
Hi Sam,
What do you think this counter? AJIYAH..Low PE and good EPS... A lot of project pending to collect by him.. instead of White house and Yilai. AJIYAH got the government project all the while.
Sifu Sam, U know, I am the die heart fans for this blog. It became my norm to view this blog 3 times a day hoping that got new post from sifu and comments from other sifus.
Since u post these photos yesterday, my eye get wet uncontrollable everytime I view it. further more I am yet to do any donation and this made me feel so shameful.
ooh... oooh... oooooh..... I will do my part.. I'll fo my part.
Hi herbert , Ajiya( PE 5) ? I hv been following this stock since year 2004 till now , I bought this stock b4 with a little gain , u may ask me y such a good FA stock y didnt i post it up in my blog ? ha ha..tak lain tak bukan it is bcos this is a laggard stock, all controlled by its boss like plenitude ^V^
In term of FA wise ..ajiya , metro kajang n plenitude r superb solid ! but in term of price movement ha ha..they r king of "rock' ! bear in mind rock is BATU ! not rock n roll ..ok ?
One must hv super patience in order 4 them to make money from d above stocks ! do u hv d patience ?
FYI, one of my friend is working in ajiya , its boss is capable china man type ! imagine a listed company boss staying in 2 star hotel when they r outstation !??
I have been following Ajiya since last 2 years, as what you said, is extremely slow. I personally known to the daughter of Ajiya, no doubt, they are very rich, they are very conservative. Just imagine, they are all working even on Saturday (1/2 day).hehe...
Why bosses of some FA real solid stock control their price so tightly? I believe the main reason they do not like to expose their stock to speculation. So when will the prices of their stock go up?
Super patience means how many years? Will it come eventually?
Been receiving all these pictures via email these few days. Really sad to see these.
In fact all these innocent, poor people are not only suffering from the natural disasters but also the man made disaster like high crude oil/food prices.
What we can do just to translate our sympathy into action. Donate pls. In fact I have asking ppl to donate in my blog too. God bless you all.
Long term is how long ? well ..for me it shld be btwn 18 mths to 36 mths, can u stand that ? if yr answer is yes..then jump in n buy..otherwise stay aside.
Btw.. since 0.50 + 1lc or 2 lc to be converted into 1 bjcorp. I hv swap all my bjcorp to bjcorplc today ( sell @ 1.04 n buy in @ 0.53 ) ^V^ this is to minimise my fund exposure so that i can use it 4 other opportunity if there any , Ben , u did that also ?
someone asked me y i swap my bjcorp to bjcorplc ? well..
first.. one bjcorp cost me about 1,000+ which i can buy 2 bjcorplc , hence 50 lots of bjcorp to 50 lots of bjcorplc save almost 25K for me, since i hv set a limit of not > 15% of my total holding 4 share investment, hence d above swap enable me to hv extra bullets for other stock, there is one "ijmwb " in making out there , i may use d fund that saved from d above swap for it.
LEMBANG tabung haji is keep accumulating LEADER. but he stay like rock since drop from RM1.38. haha. Well, he is doing very well. i guess lembaga must be some insider news about BAKUN project since LEADER the only one provider has production capacity to involve. As well 9MP (Mega project) and Iskandar project. But believe his share price will stay like rock running around 0.85 to 0.95. Sigh!! Buy or not buy.. u decide. Uncle sam, can u give some insight? Buy leader is buying rock (holding cost) worth or not? haha
When we look back at our own yard in Malaysia, the BN rats are sucking our money like crazy. Remember the big flood that hit Pahang,Johor last year? The 救济品 are all being sapu by some corrupted BN party members. They enrich themselfs instead of the victims. Those people are truely low level. The beggar has much self esteem than them
Dear Sifu Sam, For the another ijmwb in the making, are you referring to ytlpowr-WA? :) I just do a wild guess only.
This Francis Yeoh seems to be making the move to top up his cash war chest, he is preparing to scout for good asset in this downturn
Ben..it doesnt matter , d reason y i swap is to use d differences to buy in *injmwb in making *, i want to control my shares exposure below 15% of my fund.
As u know..i am kiasi in this year..no choice bro ^v^
i'm a silent reader of ur blog most of the time n currently i would seek help from u to make money in share market. my e-mail is edlamyh@gmail.com.plse include me in ur mailing list.
36 comments:
看著一张张惨不忍睹的新闻照片，真的叫人心痛。
今年天灾特别多， 广州的雪灾、美囯龙卷风和最近的缅甸风灾，深深感受到，在科技发达的今天，面对如此的天灾，人类是那样的眇小和脆弱。
他们的盼望在哪里？
I do my part and pray for them. Guys... WHAT ABOUT YOU???
Namo Amitabha !
They may be beggars but they're certainly much nobler than those corporate figures who only think about self-interests, esp. those speculating recklessly on commodities, contributing to massive hunger in underdeveloped countries.
In this calamity-prone era, I think this article provides some excellent advices:
http://www.lapislazuli.org/TradCh/
magazine/200502/20050201.html
May Earth and all sentient beings be blessed, always and in all ways.
TL : NATURAL DISASTER IS NOT AN ACT OF GOD NOR ACT OF ' HEAVEN '.
ALL DISASTER IS THIS WORLD IS MAN MADE DISASTER.
WHAT HUMAN DONE TO THE EARTH, HUMAN MAY SUFFER FOR THEIR CONSEQUENCES.
THE INNOCENCE WILL CONTINUE TO SUFFER FOR THE EXPENSE OF IGNORANCE ILL HEARTED AND GREED MANKIND !
WE USE TO DRILL THOUSAND OF FEET INTO THE MOTHER EARTH FOR 'WATER-GOLD = OIL '......BUT NOW MAN KIND IS FAR MORE SUPERD AND HAVE STARTED TO CONQUER THE NORTH POLE BY DRILLING DEEP INSIDE FOR OIL.
THE SEA HAVE SUFFERED SEVERELY DUE TO MASSIVE DRILLING BY OIL COMPANY, NOT TO SAID ABOUT THE POLUTION THEY HAVE MADE TO THE SEA CREATURES. NOW MANKIND DON'T EVEN GIVE CHANCE TO POLAR BEAR WHO ARE LIVING IN THE ARTIC TO SURVIVE.
THE ESKIMOS ONCE LIVING SO PEACEFUL AND HARMONY IS NO LONGER HAVE THEIR USUAL PEACEFUL LIVE.....NO THANKS TO ALL THOSE GIGANTIC CORPORATE COMPANY WHO ARE MAKING INROADS INTO THE NORTH. HEAVY MACHINERIES AND HUGE INSTALLATION BEING SET UP TO PUNISH THE MOTHER NATURE ( EARTH ) DRILLING THOUSAND OF FEET HOPING TO FIND OIL.
MOTHER NATURE IS NATURALLY KIND AND COMPASSIONATE TO ALL HUMAN BEING. BUT IF HUMAN CONTINUE TO DESTROY THE MOTHER NATURE FOR THE SAKE OF GREED AND DESIRE.......MORE CALAMITY WILL GOING TO HAPPEN...AND BE MORE SEVERE NEXT AFTER NEXT.
AMITABHA....MAY ALL SENTIENT BEING CURB THEIR DESIRE, GREED, LUST AND IGNORANCE FOR THE SAKE OF NOT LETTING HUMAN BEING & ALL LIVING BEING EXTINCT IN THIS WORLD.
If begger can donate why not me..... i will do my part, i MUST do my part..... SAD
Already donated. Don't mind how much u donate but just show how much u care. Sincerity that counts.
Action now, if u do care.
Dear All, sorry that i back to share discussion with uncle sam instead of disaster in china and Myamar. All this is unwanted by human.. really feel sad!!!
Hi Sam,
What do you think this counter? AJIYAH..Low PE and good EPS... A lot of project pending to collect by him.. instead of White house and Yilai. AJIYAH got the government project all the while.
mr. cold eyes will having a seminar at Batu Pahat, 22 May at Katerina hotel. this is what i saw on newspaper today.
Sifu Sam,
U know, I am the die heart fans for this blog. It became my norm to view this blog 3 times a day hoping that got new post from sifu and comments from other sifus.
Since u post these photos yesterday, my eye get wet uncontrollable everytime I view it. further more I am yet to do any donation and this made me feel so shameful.
ooh... oooh... oooooh..... I will do my part.. I'll fo my part.
Hi herbert , Ajiya( PE 5) ? I hv been following this stock since year 2004 till now , I bought this stock b4 with a little gain , u may ask me y such a good FA stock y didnt i post it up in my blog ? ha ha..tak lain tak bukan it is bcos this is a laggard stock, all controlled by its boss like plenitude ^V^
In term of FA wise ..ajiya , metro kajang n plenitude r superb solid ! but in term of price movement ha ha..they r king of "rock' ! bear in mind rock is BATU ! not rock n roll ..ok ?
One must hv super patience in order 4 them to make money from d above stocks ! do u hv d patience ?
FYI, one of my friend is working in ajiya , its boss is capable china man type ! imagine a listed company boss staying in 2 star hotel when they r outstation !??
It is definitely a BUY if u hv super patience !
Hi Sam/Herbert,
I have been following Ajiya since last 2 years, as what you said, is extremely slow. I personally known to the daughter of Ajiya, no doubt, they are very rich, they are very conservative. Just imagine, they are all working even on Saturday (1/2 day).hehe...
Dear Sam
Why bosses of some FA real solid stock control their price so tightly? I believe the main reason they do not like to expose their stock to speculation. So when will the prices of their stock go up?
Super patience means how many years? Will it come eventually?
Thanks sifu.
Hi sifu Sam,
What do you think this 2 counter? EVERGRN and TEKSENG.BOth have Low PE and high DY.
wat is ur comment on this two counter?
股票投资分享座谈会 冷眼24日授招
http://www.nanyang.com/index.php?ch=8&pg=16&ac=845179
（峇株巴辖21日讯）配合《南洋商报》金牛奖的全国巡回说明会第二站本月24日在峇株巴辖举行，《南洋商报》及峇株巴辖中华商会当天中午特别联办一场股市讲座会，邀请《南洋商报》前总编辑，股票专栏特约作者冯时能主讲，这是一场股票投资分享座谈会，分享主讲者30多年股票投资的心得。......
I have done my part.
Namo Amitabha
uncle sam, what is the region best price to go in masteel?
Yet to donate to them....
namo amitabha......
Been receiving all these pictures via email these few days. Really sad to see these.
In fact all these innocent, poor people are not only suffering from the natural disasters but also the man made disaster like high crude oil/food prices.
What we can do just to translate our sympathy into action. Donate pls. In fact I have asking ppl to donate in my blog too. God bless you all.
AIYAYA......better go do my part...liao. I cant see the pics its really......dunno how say it?
ergggghhhhh
Long term is how long ? well ..for me it shld be btwn 18 mths to 36 mths, can u stand that ? if yr answer is yes..then jump in n buy..otherwise stay aside.
Btw.. since 0.50 + 1lc or 2 lc to be converted into 1 bjcorp. I hv swap all my bjcorp to bjcorplc today ( sell @ 1.04 n buy in @ 0.53 ) ^V^ this is to minimise my fund exposure so that i can use it 4 other opportunity if there any , Ben , u did that also ?
someone asked me y i swap my bjcorp to bjcorplc ? well..
first.. one bjcorp cost me about 1,000+ which i can buy 2 bjcorplc , hence 50 lots of bjcorp to 50 lots of bjcorplc save almost 25K for me, since i hv set a limit of not > 15% of my total holding 4 share investment, hence d above swap enable me to hv extra bullets for other stock, there is one "ijmwb " in making out there , i may use d fund that saved from d above swap for it.
CYT, be ready for it ^V^
LEMBANG tabung haji is keep accumulating LEADER. but he stay like rock since drop from RM1.38. haha. Well, he is doing very well. i guess lembaga must be some insider news about BAKUN project since LEADER the only one provider has production capacity to involve. As well 9MP (Mega project) and Iskandar project. But believe his share price will stay like rock running around 0.85 to 0.95. Sigh!! Buy or not buy.. u decide. Uncle sam, can u give some insight? Buy leader is buying rock (holding cost) worth or not? haha
amithabha, may God bless those souls.
I'm really touched by the pictures.
When we look back at our own yard in Malaysia, the BN rats are sucking our money like crazy. Remember the big flood that hit Pahang,Johor last year? The 救济品 are all being sapu by some corrupted BN party members. They enrich themselfs instead of the victims. Those people are truely low level. The beggar has much self esteem than them
Dear Sifu Sam,
For the another ijmwb in the making, are you referring to ytlpowr-WA? :) I just do a wild guess only.
This Francis Yeoh seems to be making the move to top up his cash war chest, he is preparing to scout for good asset in this downturn
News said that tenaga is going to start another round of talk with the IPP again. This could give short term boost to its price.
Sam, first time I'm holding more shares than you in a single counters. ^_^
I didn't swap bjcorp to bjcorp-lc but instead I purchase more bjcorp-lc. After my analysis, still looking good on her.
进可攻,退可守.
Huaan posted convincing result. Good pick TL.
Ben..it doesnt matter , d reason y i swap is to use d differences to buy in *injmwb in making *, i want to control my shares exposure below 15% of my fund.
As u know..i am kiasi in this year..no choice bro ^v^
dear sifu Sam,
i'm a silent reader of ur blog most of the time n currently i would seek help from u to make money in share market. my e-mail is edlamyh@gmail.com.plse include me in ur mailing list.
Watching Singapore SiChuan Charity show right now. Really sad by looking those videos/pictures.
Feel very happy to live safely right now.
【冷眼分享】
散户必须牢牢地记住：财富不能无中生有。没有实际价值的东西，不可能长期存在。
没有价值的股票被炒高，好比是用肥皂水吹出来的泡泡儿。
泡泡儿在阳光中，色彩鲜艳，但是，正如“心经”中所说的“色即是空，空即是色”，彩色的后面，空无一物。
你能猜到被炒作股票的机会，跟中千字票不相上下。
你有那么幸运吗？绝大部份股票，都是因为业绩改善而上升的。
勤做功课赚钱机会高勤做功课，买进业绩标青的股票，长期持有，赚钱的机会比猜中那只股票会被炒起，高出百倍。
既然猜中的机会那么低，你又何必白费心机去猜呢？摒弃投机，买五星级股票，长期持有，绝不会错！
冷眼分享:
所以，投资者一定要时刻记住“买股票就是买公司的股份”这句话，每一次在买进之前，都提醒自己：我是在买进这家公司的股份，不是买进赌桌上的筹码。
在了解到你不是在买一张“票”，而是在买公司的股份，那么，在参股之前，你就会问：这家公司做的是什么生意？这门生意有前途吗？什么人在主持这家公司的业务？这个人是否精明能干？是否诚实可靠？是正派做生意，还是藉做生意来刮股东的钱？这家公司的财务情况如何？是否有负债？如果负债很高，目前的生意是否有足够的CASH FLOW 来还本还息？公司是否有长远的发展蓝图？
参股之前，勤做功课，是投票投资成功的最基本条件。
不了解你的公司，就不要参股，就好像你不知道你的朋友做的是什么生意，就不要跟他合股做生意一样。参股於公共公司要比跟朋友合股做生意更谨慎，因为你是跟陌生人合股做生意。
冷眼方程式
①大部份人在买进时，根本对有关公司的基本面－－业务、结构、盈利、管理层结构、财务情况、前景等等，一无所知。他们在买进时，只关心有关股票会不会被炒起，公司的好坏，对他们来说，并不重要。对他们来说，会涨价的就是好股，不会涨价，好股有何用？
他们根本没有参股的念头，他是在买赌桌上的筹码，所以常常买进没有前途的公司的股票，股票价值不断下降，怎能赚钱。
②高价买进劣股，后果自然是悲惨的。在购买股份时，即使是好的公司，如果售价太高，也很难赚钱，何况是高价买进坏股？大家千万不要忘记，投资赚钱与否，跟你的成本息息相关，成本太高，即使是好的公司的股份，也要很长的时间才能赚回来钱，何况是买坏股？
参加私人公司的股份，或是自己做生意，你从事的是一个行业，更准确的是一个行业中的一家公司，你是孤注一掷，如果生意失败，你将失去一切。
购买上市公司的股份，你可以进行多元化投资。在大马股票交易所上市的公司多达950家，只要你腾出一点业余的时间，进行研究，严加选择，你总可以从中选出十家八家有成长潜能的公司，把资金分散在十家不同行业的公司，其风险肯定比投注于一家公司的风险为低。
因为，股票投资的风险，不应比直接投资于生意来得更高。
从以上的分析，我们可以得出结论：
①股票投资的风险，源自企业的失败，叫“企业风险”。
②来自股价的下跌－－买价太高。高价买好股，尚且难赚钱；何况高价买劣股。
我在“30年股票投资心得”一书中所提出的“冷眼方程式－－反向＋成长＋时间=财富”，就是治本之道。
凡是投资，都有风险，股票投资的风险是无法避免的，就好像做生意无法避免风险一样。但若坚守冷眼方程式，循正道而行，可减低风险。
散户既然不能靠“炒”，又靠什么在股市赚钱？
答案是：靠公司的业绩表现。
散户一定要建立一个信念：即“短期来说，股价可能跟公司的业绩表现脱节，但长期来说，股价必然反映公司的业绩。”
只要公司有良好的业绩表现，股价必然上升。
如果一个企业的盈利，长期保持上升的趋势，股价必然亦步亦趋。
业绩改善，股价随之，这种现象，屡试不爽。
靠基本面的改善而使股价上升，这种赚钱法，比靠“炒”更有把握。
所以，散户与其去听谣言，找“炒”股，倒不如多化心思去找业绩可能改善的公司，买进其股票，长期持有，这是股市赚钱的更可靠途径。
做生意的目的，是赚钱，我们没有必要投资于不能赚钱的公司，其理至明。
但大部份人在买进股票之前，都忘记了他们是在买公司的股份，他们把注意力集中在股价，忽略了基本面。
实际上价值是“末”，基本面才是“本”，多数人失败在舍本逐末。
谈到公司的盈利，许多人的观念非常模糊，不知如何去判断。
例如有人听到一家公司赚3千万令吉，就眉飞色舞，认为这是家了不起的公司。
实际上，若不跟资本挂钩，3千万令吉这个数字是没有多大意义的。假如这家公司的资本是10亿令吉的话，一年赚3千万令吉，有什么值得提的？它还比不上银行定存的利息回酬。
所以，最重要的数字是每股净和（Earning Per Share，简称EPS）。这是评估股票价值中最重要的数字。
投资者把注意力集中在这个数字上，永远错不了。
所谓“成长股”，就是EPS年年增加的公司。
有了EPS，我们可以轻而易举的评会估股价是否过高。
以EPS去除股价，得出本益比，例如：EPS：RM0.30，股价RM1.50，则本益比为RM1.50÷RM0.30 = 5。
本益比就是赚回本钱所需的年数（见“30年股票投资心得”对本益比有详细论述！可参考）。通常10倍的本益比是属合理。但如果公司没有什么成长，最好取8倍的本益比，成长快速的公司，本益比可达15倍。
每EPS RM0.30的公司，以8倍的本益比计算，合理股价为RM0.30X8= RM2.40，如果目前的股价为RM1.50，值得买进。
以这种方法预测股价，比在股市投机取巧，有更高的把握。
必须强调的是EPS或本益比只是评估的标准之一，投资者还要配合其他的因素，才能作出较为正确的投资决定。
例如，另一项极为重要的是，是“成长”，遵循冷眼方程式，低价买进成长股，长期持有，准错不了。
根据基本面，聚焦于EPS，注重成长，使股价跟着股票的价值上升，这种赚钱法，比靠“炒”赚钱更有把握，风险也更低。
有意于通过股票累积财富的投资者，应摒弃“炒”风，永不投机。
benjami,
i also from jb.. whihch part are u from? do you mind to tell??
wat is "injmwb" ???
why buy in bjcorplc???low PE?
How about mahsing??
Herbert, as I told TL before, I'm from "dragon garden".
'dragon garden'? Long Zhen in BP? Haha...
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