Critism by Darlie Singh on Insiderasia as below:
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Darlie singh: I'm sad to say this but some of this list - for BUY AND HOLD - is for suckers .... Urgghhhh. Ugly!
24 Jun 08, 14:15
Darlie singh: And IREKA? Buy and Hold?
24 Jun 08, 14:15
random: > Dufu
24 Jun 08, 14:15
Darlie singh: Notion VTEC?
24 Jun 08, 14:14
Darlie singh: And Dufu ... OMG. Is this a real Buy and Hold???
24 Jun 08, 14:12
Darlie singh: And Tongherr ... ouch ... Insider Asia should have sold that one too at much higher prices ...
24 Jun 08, 14:11
Darlie singh: Talking about MASTEEL, cycle, and ckkuan, do both of you still hold MASTEEL?
24 Jun 08, 14:10
Darlie singh: Yes. Just looking at their portfolio composition. One comes into mind - MASTEEL. It seems when Masteel went to a high over $2.10 recently, they didn't dispose and are still holding on at $1.54. I sold too early, but at least I disposed at $1.7x ... And as much as I hate to say this, I have to say that Samgang does a better job than Insider Asia on this stock for sure. But whether he is transparent is also another open question. I don't try to claim to be transparent because I've never set out to produce a model portfolio like InsiderAsia.
24 Jun 08, 14:07
Moolah: If I spend my time... i could show u some... really bad buy/sell decisions from them too.
24 Jun 08, 14:05
Darlie singh: So, is it wise to always follow InsiderAsia Buy/Sell calls, just because they have this wonderful Model Portfolio that is enjoying triple digit % returns?
24 Jun 08, 14:04
Darlie singh: Of course, there may be many reasons for them to declare that they buy at $2.05 on Apr 25. E.g. perhaps, in their advisory service (I don't know), they did recommend Pantech then, and if they don't buy it in their model portfolio, then, it might be inconsistent. So, maybe this is one method to boost their stock Buy calls.
27 Jun 08, 17:35
bullbear: icap *** wrote: "We know what we wrote in icapital has often been taken out of context and twisted to suit whatever agenda the writers have." My comment: Maybe he is referring to moo ???? maybe not...
***
This is really a joke of d century, it is like a poor little old man telling tycoon Li Kar Sing : Oiii Ah sing, yr method of doing biz is out dated lah ,u wanna be rich ? learn from me lah "
What make u think u r better than insiderAsia ? yr Gapcket @ 4.50 ? yr oskv1 @ 2.80, tenaga @11.50 or yr china call warrants ? which one ?
InsiderAsia started its portfolio in 2003 , as at todate , they hv hefty return of 214% or 343K compared with its capital of 160K . not a good return as compared to Darlie Singh holland portfolio !?
Buy N hold 4ever ? OMG, can't u see they stated their realised profit of 197,835.00 in its portfolio ? buta ka ?
Look at his Digi n Muhibah , 3,073 % n 627% return in less than 3 years ? is buy n hold that UGLY ? who is sucker now ? u or insiderasia ??
I like this kid 's statement , Darlie singh said Insiderasia should hv sold Dufu, notionvtec,Ireka at much higher prices !! he really sound like a god lah , ha ha y not u tell us u should hv avoid from buying in Gapcket @ 4.50,Proton 5.00 n Parkson @8.00 ? y not u tell us u should hv short d future @KLCI 1450 last Feb ? ..I think u SHOULD HAVE study more b4 u come out with all these silly critism of "SHOULD HAVE " !! bukan ?? Ha ha
Samgang not transparent enough ? ha ha.. I did exactly like what Insiderasia did , i posted my forehand calls in blog, i posted all my sell calls on d same day i sold my shares. , is that not transparent enough ? perhaps u can show me what is transparency in yr blog ! can u ? make sure no backhand smashes !! ok ?? ha ha
2 all Taiko bloggers n suckers out there, if u wanna to critic ppl,be it icap or insiderasia ! for god sake !! make sure u hv good proven track records 2 back u up! other wise u r just like this poor Darlie Singh " Horse doesnt know its face is long 马不知脸长!
2 Darlie Singh, need a translator for u to know what is 马不知脸长?
Chinese saying : "Face" is given by ppl, "SHAME" is u yrself that asked 4 it !
Am I not correct ? darlie singh ?
120 comments:
MR. Darlie Singh, such a funny horse with big mouth and less teeth.. haha.. really looks like u oh!!
Hi unclem, do u think NOTION, DUFU and PANTECH can invest for long term? since it is a FA stock... I think need to be prepare for hold as same as XXXXXX we bought!!!!! Haha.. if nothing suprise.. Unless this XXXXXX give us a surprise like TENAGA.. u just fuyoh,,, which just hold less than 2 month huh!!
Dear Mr Sam,
Syabas!! Ur 'horse-face' posting @ 3.27pm beat my earlier comment.
Sorry 4d cross-mail and i take my hat off to you, straight-shooter...yeeee haaaaa!!
B.rgds
Andy Kuok
CIMB: YTL Power - Global utility play – ‘Outperform’, target price RM3.30
CIMB Research Report, September 12, 2007
YTL Power
Outperform
Target Price: RM3.30
Global utility play
Utilities arm of YTL Corp. YTL Power is the global utilities arm of YTL Corporation. It owns power plants in Malaysia and Indonesia, water concession assets in the UK under Wessex Water and a 33.5% stake in Electranet, which owns and operates a power transmission network in Australia. Overseas assets contributed some 79% of FY07 EBIT including associates.
Modest earnings prospects but … We project modest annual earnings growth of 9-11% for FY09-10, fuelled mainly by higher efficiency for its power plants in Indonesia and above-average price hikes for Wessex Water. However, for FY08, the bottomline is set to contract by 15% in the absence of deferred tax credits.
… ample M&A-led opportunities. Nevertheless, there is room for YTL Power to expand its earnings base by i) leveraging its cash hoard to seize lucrative M&A opportunities, ii) bidding for Singapore’s power assets and iii) utilising its Wessex expertise to tap into the local water industry.
Starting coverage with OUTPERFORM call. Given the 38% upside to our SOP-based target price of RM3.30, we initiate coverage on YTL Power with an OUTPERFORM call. Key re-rating catalysts include i) earnings-enhancing acquisitions, ii) further re-rating of UK water stocks, iii) opportunities in the local water industry and iv) treasury share distributions. Investors with a higher risk appetite could consider its 2000/2010 warrants (RM1.00, YTLPW, exercise price RM1.39, expiry 8 Jan 2010) which are currently in the money.
ECM Libra Avenue: BUY YTL Power International; target price RM2.98
ECM Libra Avenue, 29 January 2007
YTL Power International Berhad
BUY
Current Price RM 2.29
Fair Value RM2.98
Powering up for more acquisitions?
Regulated asset play
YTLPI kicked start as an IPP in Malaysia but expanded into a global regulated asset player. From the early days of the Paka and Pasir Gudang power plants, the Group has added the Wessex Water (100%) concession (purchased at a distressed value of GBP1.2bn and is now worth GBP1.8bn in little more than 2 years), the 200-year Electranet (33.5%) power transmission concession in South Australia and the 30-year Power Purchase Agreement with PT Jawa Power (35%) in Indonesia, amongst others.
Promises strong stream of cash flows in perpetuity
YTLP’s regulated assets assures steady and strong stream of cash flows, and in the case for Wessex Water, in perpetuity. It has a cash hoard of RM6bn and expects more than RM900m cash flows every year. The Group had always been acquiring cash-flow generating regulated assets and been holders of long-term concessions for one major reason – predictable cash flows for long term.
M&A the way forward
After 3 major successful acquisitions, and given its track record, we do not rule out the possibility of YTLP acquiring more regulated assets abroad. Pending is a bid for 800MW coal-fired power plant next to Jawa Power.
Wessex to drive growth
Over the next three years, YTLP’s growth will be driven mainly from price increases granted by the UK Office of Water Services (OFWAT) - 5.6%, 4.0% and 2.9% for 2007, 2008 and 2009, respectively. Contribution from Wessex should rise due to higher capex and higher water tariffs.
View PPA re-negotiation positively - neutral impact
PPA re-negotiation is ongoing and we believe the implementation would only take place in early 2008. Contribution from power division is relatively lower at 29% compared to Wessex Water’s 66% even though a 10% cut in tariff would slash about 5-6% of YTLP’s pretax profit. Nevertheless, any changes to the PPA would have neutral impact on YTLP’s cash flow as the lower tariff rate would be compensated by a longer concession period.
Cash payout and dividend in specie adding up to higher return of 37-39%
Policy on treasury share distribution will continue, implying that investors can expect a 7-9% yield from cash dividend (5-6%) and share yield (2-3%) going forward. This assumes that YTLP sticks to its 50% dividend payout policy. Plus the expected capital appreciation of 30% would raise our expected return to 37-39%.
Sum-of-parts approach values at RM2.98 on a fully diluted basis
Our sum-of-parts approach values the stock at RM3.35 based on shares outstanding, and RM2.98 on a fully diluted basis assuming full conversion of warrants and exchangeable bonds. The fair value would have been higher if not for the dilution caused by shares issued at RM2.227.
LOL!!!!!
I can't stop laughing when i saw that pic....
To reciprocate.... here comes some joke about HORSE >>
One day a man passed by a farm and saw a beautiful horse. Hoping to buy the animal, he said to the farmer: "I think your horse looks pretty good, so I'll give you $500 for him." "He doesn't look so good, and he's not for sale," the farmer said. The man insisted, "I think he looks just fine and I'll up the price to $1,000." "He doesn't look so good," the farmer said, "but if you want him that much, he's yours." The next day the man came back raging mad. He went up to the farmer and screamed, "You sold me a blind horse. You cheated me!" The farmer calmly replied, "I told you he didn't look so good, didn't I?"
###
An Easterner had always dreamed of owning his own horse ranch, and finally made enough money to buy himself the spread of his dreams out west. "So what did you name the ranch?" asked his best friend when came to visit. "We had a heck of a time," admitted the new cowboy, couldn't agree on anything. We finally settled on the Double R Lazy L Triple Horseshoe Bar-7 Lucky Diamond ABC XYZ Ranch. "Wow!" his friend was impressed. "So where are all the horses?" "None of 'em survived the branding."
###
Three race horses stood in their stalls. One said to other others: "I ran 20 races and I won 15 of them!" she bragged. The next said with a snort, "Well, I ran 30 races and won 25 of them!" Then the third horse spoke up proudly, "Yeah, I ran 41 races and won 39 of them!" This seemed to settle the topic when the horses noticed a Greyhound outside their stalls. The Greyhound said, "I ran 100 races and I won 99 of them." The horses looked at each other in amazement and one gasped, "Wow! A talking greyhound!"
HAVE A NICE DAY!!
I almost throw out after reading the comments by Darlie Singh...
this unker Singh is really good in acting and talking lah. He is making many statements as if he is above all in investment and trading and as if he knows it all and other guru's from icap and insiderAsia should listen to him lar....
if Darlie Singh is so great, just launch his own private investment company, or use the methodology by InsiderAsia to publish his own portfolio lah. He never did that, did he? His backand smash is much better, much faster, more speedy and more powerful than his forehand smash
muak saya membaca chatting chatting unker singh
both Icapital and Insiderasia is my gods..I profited from their calls for years....
Icapital is the leader for Liondiv...
bought at 0.9x when parkson still in the group......
How many percent of profit 1000%.
Insiderasia...profited trading their calls....not much but good enough.
Hi All,
Anyone have more recent research report on YTL Power? Can share ah?? Thanks
2 andrew, 2 5 chai =spy or betrayal .
I am straight shooter ? ha ha..depends lah... I only shoot those back hander TA blogger ! as for those FA bloggers, i feel shame if u compare me with them. 2 be very honest with u , i still need to learn from all these FA blogger (only those with proven track records not those only know how to critic ppl but never see him giving any forehand call b4 ! i am sure u guys know who is d one i refer 2 ) ^V^
Chinese saying : "Face" is given by ppl, "SHAME" is u yrself that asked 4 it !
Thanks for the reply, Sifu Sam.
Now i know that in unker singh cbox
there's at least 2 fai chai (pony
breed??), can't blame them.....
backhand smashes getting more oooooooooommmmph from fuyoh king!!
det, good ones! LOL!! Cheers!!!
sifu sam, I did not receive mail from your side ... Hope u will inform and benefit the younger generation.Hope to know the XXXX counter from you and your buy call. May god Bless you n your family. hxtaneve@gmail.com
Any comment on the second condomy charge on Anwar again.
For me, 2 possibilities:
1. Possible like what malaysia today commentted. It could be another false accusation attempt to end the political changover.
2. Possible also that AAB want to frame C4 lover. Look at his answer while reportor asked:
Quote:
"We are not (involved). Umno and Barisan Nasional did not plan to trouble, disturb or accuse him.
"I believe even my friends like Najib did not have any intention to do such a thing to him,"
The second question like leaving a room of imagination for us to interpret. Anyway politics are "busuh". Anything could happen just for their own personal benefit.
Time to anti BN again. For those who ca't read, copy and paste below para to google translate.
让我说个农场的故事，让你知道什么是国阵说的“津贴”。
在一个农场里，每天可以生产10粒苹果。农场里有5个工人和1个场主，总共6个人。他们每天一人吃一粒苹果，就足够维持农场里的运作，所以还有剩下4粒苹果。
场主把这4粒苹果卖了，一粒RM10，结果赚了RM40。场主把这RM40拿来提升农场里的所有设施、设备，但是一天最多也需要RM25罢了。多出的RM10就拿来发给5个工人，每人有RM2，剩下RM5拿来当作自己的盈利。
日子这样下去，这个农场就变得很先进，而且工人的住宿和环境都是一流的。5个工人也存了一笔钱。
但是不久这个好场主去世了，来了个新场主。新场主说：“我们要提升农场素质，要有一流的思维。现在你们吃的苹果，需要给RM1.00。但是你想想，这是很便宜的，你去外面买苹果一粒要RM10叻！”
工人没办法，就继续做工和每天给RM1.00来吃他们以前每天吃的免费苹果，结果他们现在每天只赚得RM1.00。
现在，新场主还是把多余的4粒苹果拿去卖，赚了RM40，还是像从前一样，RM25拿来提升设施，RM10就拿来发给5个工人，RM5拿来当作自己的盈利，再来，现在那5粒苹果他卖给工人，赚了RM5.00，现在他每天得RM10.00盈利。
不久，苹果售价突然大涨了一倍，外面售价RM20一粒。现在新场主还是把多余的4粒苹果拿去卖，大赚了RM80。
农场的设施提升工程现在换了是新场主的朋友承包。新场主的朋友说，苹果售价大涨，设施提升工程的费用也要涨价了，变成RM50。其实真正费用才RM30，新场主把多出来的RM20和他的朋友平分。
现在新场主有，
RM10（和他的朋友平分的提升工程费）加
RM20的盈利（RM80-RM50-RM10=RM20）再加
RM5的卖苹果给自己员工赚的钱。
总共是RM35.00。比起以前的RM10，新场主多赚了RM25.00！!
哇！！！暴利叻，苹果售价突然大涨，农场赚多了RM25.00。但是工人还是每天只赚取RM1.00。
但是，贪心的新场主却招来5位员工，对他们说，“你们看看，苹果现在的市场售价是RM20一粒，但是你们却用RM1.00来买一粒苹果，你看你们多幸运！我就辛苦了，我需要津贴你们每人RM19.00，总共RM95.00来给你们苹果吃啊，你看农场的津贴负担多么的重！”
“农场真的很辛苦了，再这样下去，农场会破产，倒闭。现在我卖你们每粒苹果RM1.50吧，我辛苦一点来津贴RM18.50。”
那么现在新场主的暴利又增加了，RM20＋RM10＋RM7.50＝RM37.50，又赚多了RM2.50。这RM2.50是从哪里赚来的？就是从自己工人的口袋赚来的。
现在我问你们，比起当苹果还没暴涨前和暴涨后，农场主变辛苦了还是变有钱了？之前，RM10.00；之后，RM37.50。这么简单，你不是看不明白吧？
场主说津贴很辛苦，有吗？他有从他自己口袋拿出那个他所谓的RM95的苹果津贴吗？农场有因为津贴而破产吗？他现在比起之前赚多了3.75倍！会破产吗？
所以说，别被主流媒体的“津贴论”骗去了。国阵成员说国家会破产，你相信了吗？国阵政府从以前一直以来都没有从口袋里拿出“津贴”来给我们。
说520亿汽油津贴，哪里来的？这笔钱从来都没有出现过！
现在国阵政府起油价，其实就是伸手进我们的口袋来抢我们的钱。你认命吗？你就这样站着给它伸手进你的口袋拿走你的钱吗？
well... benjamin.. that's what happen in malaysia, media is being corrupted by UMNO to influence people with wrong information. Still the people is believing government is doing a "great" job. how pathetic!!
Hi Kawan Ben,
I fully agree. Look at the way they manage. They will either ruin themself or ruin the country, js a matter of time. Look at the white elephant project they bring up. What is the scale of economy and key competency they able to produce? The answer is nthg, but to fatten themselves. They are squuezing the rakyat and leave the rakyat in lurch.
I am very dissapoitning as an Malaysian.
Hi Sifu Sam,
Spain won Euro 2008. I am happy as my point of view are accurate. I dun like to bet soccer, but i like to analyse and to see if my analysis are correct. The older i am , the more i like to analys things and to compare it with outcome. It does give me confidence on investing in stocks.
Hey, back to the f&b business i mention to you. I do an site survey yesterday. Huh, nowdays f&b business are too competetive, the major player are playing with location , packaging , pricing , rental , expenses control, uniqueness of food, it need large capital and it gurantee on the return. Not easy to do .... need to put in extremly large effort. But if a business model is stable , it can gurantee on the sustainable income.
As compare doing f&b biz to share investment i like stock more, Though, i dun like to talk a lot infront of ppl about stock. Ppl genrally will have wrong impression of stock investing. Thinking that stock investor are gambler and unproductive. But the fact is most of the rich people their wealth are coming from passive income like property n stocks.
My aimed for life is to able to have passive income work less and get more.
dear sam,
have been following ur blog. Appreciate if you could add me into ur mailing list. My email address is khoopk@hotmail.com.
Thank you.
理財迷思:正面思維戰勝錢不夠用
2008年6月30日
作者 - 黃凱順(ISI全方位財務規劃公司)
自從在電台，報章及各地講座會與群眾分享了系列有關如何以正面的角度來看待近期以來日益嚴重的通脹課題后，獲得各方不同的回應。我所主張的是不要因為各造專家，預言家（或仙家）及各媒體所告訴你們的：通脹，油荒，糧荒等等各種負面情況將會越來越嚴重，許多人會越來越貧窮，生活會越來越困難....等等，而陷入恐慌及無奈的境況。
我更強調不要盲目的跟風：搶糧、搶油、示威，等待津貼等。這一切都是消極，負面和貧窮的思想。這些思想不但無法幫助我們跨越困難，甚至會導致更多的恐慌及把我們帶到越來越貧窮的境界！
我也建議大家在這非常時刻，不要只是把問題歸咎于政府和社會，是時候我們要冷靜的正視問題及扛起責任了。
我們不但要檢討及戰勝錢不夠用的困境，在此刻快刀斬亂麻，把不良的消費惡習除去，甚至還要開始以先分配，后花費的原則，做好財務規劃，並設定目標，邁向經濟獨立。
因為我們總不能只是在夠用和不夠用之間周旋，畢竟我們要達到的還是經濟獨立！
許多聽了這些資訊的人都深深表示受到極大的鼓勵，但也有不少的人覺得很不「舒服」，原因是我沒有和其他專家一樣順著他們的心聲，講一些他們覺得比較中聽的，合乎他們思想的，安慰他們的話。
有一次，在一群朋友的談話中，大家都口沫橫飛的大談特談：如何在油站排長龍「搶油」，如何囤糧，用什么方法省油等。
其中一人突然間轉向我說：「哦，忘了，凱順教我們不必這樣做的！」不曉得那是不是一種諷刺！我想，不只我這班朋友，應該會有更多人會有類似的反應。
其實，大家都是成年人，各自有自己的思想，也不輪到我「教」大家怎樣做，那只是一番善意的建議吧了，聽了過后要做任何決定還是自己的選擇。
要是有人認為繼續去排長龍、埋怨、指責等等會比較舒服的話，大家絕對有這種權力，只不過我忍不住想再次提醒大家，你的思想的重要性！
沒錯，思想確實決定我們的行為，態度和自我形象。的確，思想決定命運，這也就是為什么聖經警告我們要保守我們的心。如果你一直受負面思考的影響，你整個人、行為、人生觀和生活形態都會漸漸消沉。你的人生總是跟著你的想法走。
許多人不瞭解這一點，就是我們真的可以選擇我們的想法。即使周圍的環境在散播一些負面、沒有建設性的想法在你的腦子裡，並不代表你就得去澆灌、施肥、助長這些想法，你大可把這些負面思想從你的腦袋中刪除掉。
然而，就算是這些具破壞性的思想都存在你的心智電腦中，並不代表你必須把這些檔案開啟，然后在你的心智熒幕上出現。
如果你真的把檔案叫出來，然后開始想著他們，這些想法就會開始影響你的情緒、你的態度，然后，如果你繼續任由它們控制你的心智，它們進而就會影響到你的整個言行舉止。
更甚者，如果你一直默想著這些負面思想，它們就會漸漸耗弱你的潛能，讓你裡面的能力無法發揮出來，因此你將失去向前進的動力。而跨出這個困境的第一步，是要認清：唯一能讓事情有所改變的就是你自己！
我們必須為我們的處境負責，要是我們還一直在找借口抱怨———抱怨出身，抱怨大環境，抱怨政府，或是現今週遭的人、事、物，我們就永遠無法真正得著自由並擁有健康穩定的情緒。我們必須在相當程度上意識到，我們能改變自己的命運。
許多人說：「哎呀，我的情況真的糟到讓人一蹶不振，你實在無法想像我現在所處的環境。」
事實上，你的情況不會糟到讓你一蹶不振，是你對于所處環境的想法讓你一蹶不振。
另一方面，即使你正面臨生命中最大的難關，你仍舊可以充滿喜樂和平安，只要你學會如何去選擇正確的想法。現在，是時候好好思考你正在想些什么了！
顯然，我們不能故意忽視問題而假裝一切太平無事，這是不切實際的。但我們可以選擇面對的態度，我們以選擇相信我們能夠勝過我們的問題；我們可以選擇正確的想法。
許多人會說：「好啦，只要我的情況一有好轉，我的心情就會好起來。只要我能脫離這惡劣的環境，我就能有比較好的態度。」
不幸的是，這並不會發生。你必須逆向操作，要先讓心情好起來，然后你才能翻轉你的處境。只要你懷著貧窮，恐慌的心態，就會繼續活在貧窮，恐慌的生活當中。
也許你無法改變環境，但你絕對能夠改變你的思想。若是你終日思想錢不夠用，那你便永遠被這問題纏繞。
要是你能以樂觀的態度取代，相信自己能經濟獨立，並積極的謀求出路，那經濟獨立的日子將是指日可待，那怕你還是處于相同的劣境中！
Bravo Spain ! n bravo Gd luck ha ha , u know which team i picked this morning ? no team on bet, support spain in heart ! cos this is d final , I would like to see my favoutire team to lift d cup hence i decided not to put any bet though someone offered me 0.5-1.00 hdp to Germany .
FYI , my bets r not in dollars n cts form, they r lunch n dinner bet only ha ha, 2 those football gamblers out there, it is ok if u bet a little for fun , but if u think of making big money or get rich from football betting, sorry bro..no way !
There r 2 ways of getting rich :-
1) Do biz
2) Investment ( shares or property )
of course if u r born in rich family or kena lottery lain cerita lah !
4 share investment , that is only way , ONLY WAY 2 get rich is thru FA ! other than that ha ha...if u doubt ? pls take a look at china call warrants bloggers lah ^V^
Yesterday was the first full time Euro game I watched. Torres goal simply fantastic.
^V^
Of course u r in my mailing list.. dont expect daily mail from me ok ? i will only email u if there any buy or sell call from me.
TMI ? i need to see its next coming qe b4 i come out with my stand.
Guys, as 4 xXXXX,I hv lower my next level of entry to minus 5 bids, pls take note .
In bear mkt, d more u buy d more u die ^V^
FYI, when mkt is falling... be it good FA or shit TA, all across d board >>>DOWN ! stay aside.
SAMGOSS
--------------------------------------------------------------------------------
--- On Mon, 6/30/08, tan huixian hxtaneve@gmail.com wrote:
From: tan huixian hxtaneve@gmail.com
Subject: Sifu sam am i in ur mailing list
To: samltt88@yahoo.com
Date: Monday, June 30, 2008, 2:09 PM
Would u kindly add me to your mailing list if i'm not in it. I am new to investing and is burnt a bit! Is TMI low in PE sifu sam i dunno did i calculate wrong ly but if i did not i think it is quite low please correct the newbie here.
Thx sifu, vietnam kitchen is okay but have u interest to invest in a ticketing kiosk that can deal with reload cards, pay tm bills, buy 4d umbers , etc... that is a viable investment compared to share as this is playing "convenience market" the market that japan had mastered first. If you need info please ask me i am planning to get one, but the problem is finding a friend to share my views. Sifu what was counter xxxx did not receive from u... : ~ thats y a bit worried Thx a million.
Thx Tan 4 yr info on ticketing kiosk..fyi..my best friend 's buddy is a boss of myeg , know what is myeg doing ?? they r involving in ticketing kiosk also..
d xxxxx ? ha ha give me yr email add.
another XXXXXX also very strong despite market really damn poor..
hopefully can fuyoh soon!!!
dear sam,
hav u got any idea on Tanjong???...to me it looks attractive PE 8.++...with good dividend track record. though it is now heavily being punished by the current politic and wind-fall tax news, it still hav lots of potential to increase its EPS from its foreign power plant. any comments?
...btw i received your latest email (b4-hand call) on 24-6-08...did i miss any call fro u??? cheer :)
- 名家手笔 -
分享集: 心得片片录之二 土方最管用 2008/06/30
●冯时能 股票研究人
股票投资的最高境界，是“无为而治”，这也是股票投资者应追求的最终目标，有如长跑家所要达到的终点。
譬如拳道，花拳绣腿好看不好用；高手沉着应战，动作不多，但简单的一招，遇者必踣。
终日在股市中抢进杀出的，鲜有成就，反而是动作不多，买进后就不动如山的投资者，获利最丰。
大马富豪都是这样成就的。
股票投资最有用的道理，最有效的策略，其实还是那一套看起来最老土的道理，最老套的策略。这些道理，这种策略，都经过长期的应用，证明最有用，最有效，所以才能流传到现在，现在还是被应用着，将来恐怕也还是被应用下去。
无数的人，殚精竭虑，要“发明”新的方法，以战胜股市，成为股市常胜军，但是，最后都铩羽而归，他们的“发明”，也很快就被人忘掉，反而是那些“土方”还是被反复地应用着。
所以，不要去相信秘诀，股票投资根本没有秘诀，也不需要秘诀，需要的是以常识，以常理去判断，然后脚踏实地去投资，就行了。
知识最重要
我所能谈的，都是“老生常谈”，但都是较为可用的道理，因为我都应用过了，而且证明可用，才不厌其烦地一说再说。
我怎样写就怎样做，如果我写一套，做的是另一套，对你们公平吗？
要在股市打胜仗，知识至为重要，但不能单靠知识，如果单靠知识就可以投资成功的话，那么个个学者和股票分析师都是亿万富翁了，实际上，学者和股票分析师成功的百分比，不会比平常人高。
股票投资要成功，还必须加上知识以外的“因素”。比如耐心，坚忍不拔的精神，平衡的心智，独立思考的头脑，反应灵敏，虚怀若谷等等。
而最重要的，是心地要好，有些人有幸灾乐祸的心理，听到别人赚钱，自己却亏本，就心怀嫉妒，终日怏怏不乐；如果自己赚钱，听到别人亏本，嘴里虽不说，暗地里却感到高兴。
心地要善良
这是一种心理变态，有这种变态心理的人，心里不会平安，心里不平安的人，不会快乐，不快乐的人做人做事都难有成就。
如果你认为别人的成功就是你的失败的话，你不是一个有福的人。
要投资成功，心地要善良。
知识可以用钱买得到，但修养却要自己去培育，别人帮不了你。
把“心”管好，还是最管用的求福之道。
股票投资失败，损失最大的反而不是金钱，而是时间。
金钱和时间，都是最宝贵的资源，金钱损失了，可以赚回来，时间损失了，可不是金钱可以买回来的。
有人说“时间就是金钱”，其实金钱的价值，怎么可以跟时间相比呢？
时间一去不复返，时间是无价之宝啊！
金钱亏损了，改变策略，或改买别的股票，可以赚回来，时间消失了，是永远赚不回来的呀！
所以，股票投资一定要有珍惜时间和珍惜金钱这两种资源的概念，两者都不能浪费，浪费任何一种，你的人生就不一样了。
巴菲特的金科玉律是：第一，不亏，第二，不忘第一个“玉律”，是至理名言，投资者应时刻记心头。
永远把“不亏“摆在第一位！
我们是凡人，凡人皆会做错，故永远不亏是不可能，但一定要竭尽所能不亏，则是绝不妥协的原则。
要做到接近不亏，就严守：只投资，永不投机！
sorry guys, i hv accidently deleted some of d posting just now, 4 xxxxx, pls repost yr email add
2 stockkaki, yr tanjong is now traded @ PE8+-. as i said, blue chip selling to u @ single digit PE can be considered as"cheap", d problem now is how low she can goes in such a bear mkt ?
if u r long term investor , what to worry? unless u tell me u r opportunist looking 4 short term gain.
there r quite alot of blue chips which traded @ single digit PE , water liu liu ? yes of course.. but still i prefer to wait 4 little longer.
Let me Ma hao pau abit here , back hand smash ! 4 those who managed to catch AA @0.77+-, u should take 1/2 of yr profit @ 0.915 now... what say u darlie singh ? ha ha
Still remember anak kepada singh called 4 levels buying @ KLCI 1,215 ? U can see I didnt critic his son 4 his wrong timing call , y ? cos of 2 reasons "-
1)Unlike his father, I hv never seen his son fuyohh fuyohhh on any strike call , my respect 2 his son.
2) Noone knows where is d bottom ? his son might be right 4 bottom fishing @KLCI1215, so we cannot say he is no good .
BUTTTT 4 TA bugger like darlie singh, he knows very well that KLCI is currently traded below MAV 200 still he call to buy resorts @2.65 n Parkson @ 5.00!?? OMG, is he a real TA bugger ? FA dia sudah hancur! TA pun koyak juga ???
come on come on ! Do as u said ! dont go againts Mr Market ! did u ever pratice that my dear darlie singh ???
U hv to believe this >>
When Mr Market come , be it Solid FA stock or shit TA stock, all across d board DOWN DOWN DOWN !
Those who followed darlie singh to buy resorts @2.65 , uncle sam wisihing u guys ALL D BEST !
Resorts < 2.50 is highly possible !
Hi Uncle Sam,
Could you please add me (nadhir@gmail.com) to your mailing list? I want to learn more about FA strategies.
Thanks a lot!
Guys, Shaolin soccer of who want 2 be millionaire !nice one , enjoy yrself >>>>
http://www.youtube.com/watch?v=AqJoyPacaj4&feature=related
http://www.youtube.com/watch?v=5GxXKDfjBUA
I am fan of stephen chow, though he is not highly educated but he is street smart , eat brain fellow !
Hi sifu Sam,
Don't think i received your latest call. Can you please add me(ryleon84@gmail.com) in your mailing list.
Thanks :)
oh!! oh!! oh!! London bridge is falling down!!!! my 2 counters XXXXX & XXXXX also falling down (one of them)......
that's one steady!!! Oh!!!! should i average down my XXXXX???
Sifu Sam,
Your comment on Darlie Singh witn the phrase "horse does not know its face is long" is really interesting and amusing. Nothing is more accurate than this description, ha ha ha.
I have been following your blog and resently requested for me to be included in your mailing list. Am I in?
If not, would you be kind enough to include me (chooihl@gmail.com)in you list. I got burnt in several stocks and hope to learn from you in investing in fundamental stocks. Hope to hear some good news from u soon.
Thanks a lot.
2 herbert n all..xxxxx reached my tp this afternoon but i didnt buy it is cos i forsee that i can buy it at much cheaper price ^V^
YAN YAN YAN !
Anymore levels buy ? any bloggers ?
d worst is yet to come !
To depress followers of darlie singh, y blame yr sifu singh ? didnt i reminded u that yr sifu is backhand smasher ? see ? after sapcrest down < 1.40 then only he come to tell u he had sold all his sapcrestt long long time ago,ha ha ask yrself, is that so difficult to post a sell call in blog ? ha ha
dont blame him but u yrself !
Read d backhand smashes from Darlie singh >>>
***
1 Jul 08, 17:27
Windsurfer: Seng, u sound like a prohet lar ..
1 Jul 08, 17:24
Singh: Actually, I feel slightly depressed too ... it's not like this downfall didn't affect me ... I have cut loss so many times, it's adding up too ...
1 Jul 08, 17:21
Windsurfer: hey they have something in common !!??
1 Jul 08, 17:21
Singh: I don't think Dali ridicule it as much as Sam.
1 Jul 08, 17:20
Windsurfer: Dali and Samgoss ridicule TA lar ...
1 Jul 08, 17:18
Singh: It was before Sap came out with the earnings reports. You mentioned better have trend than no trend.
1 Jul 08, 17:15
Singh: Wind, if you followed my advice earlier when I mentioned the 1.49 with a tight stop loss, you wouldn't feel depressed. Remember when I asked you hypothetically what would you do when it was $1.45 and you said you cut loss ... and you even ridiculed TA ... maybe you need to reflect on my past statements ...
1 Jul 08, 17:14
1 Jul 08, 17:12
Windsurfer: i'm depress ...
1 Jul 08, 17:11
Windsurfer: Y u never recommend sell Sapcres on ur blog ??
1 Jul 08, 17:11
Singh: You think I superman kah? Single-handedly bring down KLSE?
1 Jul 08, 17:10
Singh: Wind, if I were you, I cut loss. Even if it brings down your YTD to 10%, you will be doing extremely well compared to everyone else.
1 Jul 08, 17:10
Windsurfer: Seng, i blame all this on you !!!
***
Wake up wake up, never too late to know that, like ck said :
Fool u once shame on darlie singh
Fool u twice shame on u
How about now ?shame on who
hi sifu sam,
mind to share with me on your xxxxx ? really appriciate if you could me into your mailing list.
ken.id@hotmail.com. Thanks in advance. Looking forward on your emails. :)
Sifu did not received XXXXXX from u . EMail : hxtaneve@gmail.com. Waiting your green lights ...
Sam,
Have been following ur blog for almost 2 yaers now..make some and lose some..Appreciate if you could add me into ur mailing list. Don't want to miss any good call from you. What is the xxxxx? My email address is edmundnsm@gmail.com.
Thank you.
hello, sifu sam
this my email address is jane28888@yahoo.com.... tq to add me in yr list... i will follow you on XXXXX
darlie singh really hot here..... just wondering, where is darlie's blog? I mean the blog address? Just curious, ha......
Hi Sam
The last email that I received from you was 23June. Dont want to miss out any call from you. Kindly add me into your mailing list.Thank you
Email Add: danny_ldw_88@yahoo.com
Windsurfer is the long time member in Darlie Singh blog lah. See, now Windsurf kena kau-kau in Sapcrest because following Singh using Singh's backhand TA method.
One of my friend, a self learn economist, has mentioned many times that TA won't work. He was a pure TA in early days, and he tell me TA won't work. TA is just telling you a scenario, a pattern of the past. It cannot predict futures. No one can predict.
People's and investors psychology are random one...TA cannot predict investors behaviour one.
What we should do is continue to use FA to analyze, buy good and fundamentally strong companies which have been punished by TA buggers, buy those with good business model and strong cash postition, which TA cannot tell.
Using TA, it will tell you can even buy lousy stock like Liqua at certain time frame; using FA, it will tell you not to touch Liqua at all.
oh!! oh!! oh!! giant cable, socket.. wayer falling down!!! wowow!!!! Anything below RM0.40 should be a gems.. FA stock o........
2 ESS, too bad..cant blame him, some r fated to be loser ^V^ Darlie singh called to buy Parkson @ 4.98 last week, look at parkson today 4.76 ! now u see how good his TA is ! did u cut yr loss oledi my dear Ah singh kor ? ha ha
back to biz, as i mentioned in my previous posting , check yr holding n sell yr PE>15 shares ! let compare d percentage of dip between low PE stocks like Huaan, masteel n high PE stocks like parkson , gpacket , gamuda n MRCB ! which one hit d most ?
As i said, if u r standing @ level above 15 (PE >15) as compared to one standing @ level around 5 (PE5+), when u guys fall , who will die first ? still think that high PE stand for high prospect? anyone ?
http://biz.thestar.com.my/news/story.asp?file=/2008/7/2/business/21711382&sec=business
Hi Sam
The last email that I received from you was 23June. Dont want to miss out any call from you. Kindly add me into your mailing list.Thank you
Email Add: danny_ldw_88@yahoo.com
Bro Sam, your prediction of more weakening in Bursa is so accurate. I am glad I listen to your advice and did not put in more cash into stks. Do u know u really help a lot of investor whether new or old. i will follow u when u buy xxxxx again. In case u erase my address- lgcsdv@hotmail.com
Sifu Sam,
Thank you very much for yr email recived with thanks for the XXXXX ctr.
BTW, may i have your opinion on Genting is it a good buy at current level 5.50 ?
Appreciate yr comments.
Best Regards,
Newbie
Sam,
Have been following your blog for quite some time. Appreciate if you could add me into your mailing list. Don't want to miss your call for this round. Thanks in advance for your sharing.
My email id is myshare88@gmail.com
hi sam,
Have been following ur blogs... interesting! Would appreciate if u could add me into ur mailing list. My email address is khoopk@hotmail.com.
Thanks a lot.
regards,
kpk
Sam and the rest of the gang... aiyah market down 20+ points, but reading your blog and the commens helps me smile... late comer like me, don know alot of lingo spoken here.. erm.. wa is this ^V^ that sifu sam always quote...
I look and look... xxxxxx and XXXXXX got difference meh???? ha ha ha...
ok pls pls pls end my agony, and email me at lizz1711@gmail.com
Thank you!!! *smile*
tan here, sifu thanx got it ... :) i have a new business in mind but it is linked to kiosk but havent brought to malaysia yet thats y asked u to talk to me if u wanna noe.
Hi Sifu Sam,
Can you kindly add me into your mailing list.
kcyleo@gmail.com
Thank you!
Dear Sifu Sam,
I am ur silent follower.
Appreciate that u would add me to ur mailing list.
My e-mail add: yap2201@yahoo.com
Btw is Skpress @ 11 sen a goog buy?
What is the chance 4 it to down further?
Keladi is announcing a final dividend of 15% today. I thought want 2 accumulate some. What do u think sifu? Right time to go in or stay aside? Ex-date 24/07/08.
Ur advice is highly appreciated and pls do add me to ur mailing list!
TQVM !!!!!!!!!!!!!!!
Dear Sifu Sam,
Just in case U accidently deleted my email add.
Here my email address : greyaero@yahoo.com
Regards
Daniel L
Sam,
i have never missed visiting your blog since last year at least once in a few days. It would be stupid to miss any call fr a sifu like u. May not able to buy sometimes(due to financial constraint) but to share the excitement is good enuff for me. Please be kind enuff to share ur wisdom with me and alert me at budustian@yahoo.co.uk.
xie xie
Hi Sifu Sam,
I am a newbie in KLSE.after reading all your previous posts in this blog,i am sure the way to earn in the stock market is by using FA(esp how u earn from masteel).I would appreciate very much if u can add me to ur mailing list and share with me the XXXXXX.my email address is yih_86@hotmail.com.Thank you very much.
sifu sam,
I have read both of you & singh's blog, agreed with you. (singh talk alot of ma hobau comment)follwer he's call, then he said he already sold.
I have burnt by TA method (2006 a winner, 2008 a loser)haha shame on me.
So I went to bookshop see what book can help me. I bought (Cool Eye) still study it, agree with its idea.
I bought TMI at RM7.00, but it down to RM6.00 very sacry, want average it, but sifu sam advice to stand aside, so I still wait for your call. Please help & include me in your emial.(sallyho0506@yahoo.com)thank you.
Hi guys, I think we can get much much cheaper price on XXXXXXonce bursa resume trading in d afternoon.
bear in mind, d fund allocated 4 XXXXXXX is only @ 10%+ of my cash holding , monitor yr cash vs share ratio.
Guys, no hurry to sai lang all... buy in stages ! may be we can get it around 0.30+- ha ha ha...another 80% to go b4 completion of this XXXX collection.
once u get it, lock in yr safe, check it out in 2 years time , if u dont make at least double from it , call me uncle shit !!!
Darlie singh, u be d witness ^V^
London bridge is falling down falling down falling down.
My sincere advice to those who follow dalison's call on BOC, hold on yr buy on commerze, u will get cheaper than 7.00 in time to come. wanna to bottom fish on commerze ? not now !
My sincere advice .
I dont know why at this moment of time he still called to buy this "POLITICAL" bank stock after d SD announced by Balasubramaniam ?
is it bcos he has bought in lots of commerze @ higher price during his call of "Levels buy activated " ??n now waiting for some black cats to eat his dead fish ??
I know it is undervalue , but definitely not a wise buy at this moment of time esp this stock belongs to ??????? !!! u know better than me !
Hi sam, i am not in your mailinglist but would you please let us know what is this XXXXXX counter ? Or if you do not mind, please add me in your mailing list too :) thank you.
Looks like trading's still suspended.
Dear Sam, have been following your blog for quite some time and benefited from it. Do you think it's time to bottom fish Masteel?
Would appreciate if you could include me in your mailing list. My e-mail address is aqueneloh@gmail.com
Thanks a lot ;)
Hi Sam,
Same opinion as yours.
No to Political /Umno/ GLC counters.
The risk is too high.
Better not touch.
KC
Hi Sam, I've earlier requested to be on your mailing list. Not sure if the message goes thru. My e-mail address is aqueneloh@gmail.com
Really appreciate if you could add me. Thanks a lot ;)
Hi Thanks for accepting me into the gang. Every day, your blog is a 'MUST READ'for me. In a so so uncertain market it is very reassuring to read your postings. Your advice surely give us directions to reap fruitful profits. Thanks again.
TKC55
dear sam,
have been following ur blog. Appreciate if you could add me into ur mailing list. My email address is jackyclong@hotmail.com.
Thank you.
dear sam,
have been following ur blog. Appreciate if you could add me into ur mailing list. My email address is jackyclongk@hotmail.com.
Thank you.
dear all,
hope you guys can give me some source on how to determine the Political /Umno/ GLC counters.
what is GLC stands for btw.
Thank you.
Hi Sam,
Can you add me to your buy call list please?
paksiew_c@yahoo.com
Thanks...
sifu sam,
mind to share with me wat's the xxxxxx counter?
hope i can get some extra pocket money within 2years from ur tips.
thanks in advance
regards,
yk
yewkhian@hotmail.com
This si bohong niama tried to fight back Bola. He told reporters that Sai-foolish went to his office to "collect" schoolarship but now changed to "apply" schoolarship. He knew that this Sai-foolish is really a dump ass who can't study well in UNI10. So awarding schoolarship to a loser doesn't make sense at all.
As a result he now admited that he met this sai-foolish to console him being sodomised by Wah Chai. Wondering is the DPM job so goyang? Until can spend time on ah di ah gao. If that is true, I would like to politician also lor ...
Since these ass holes are spending tax payer money for their own pleasure oversea including looking for pros and of course anal sex ... (yeah ~~, now everyone can "main belakang"). and claimed all the expenses perhaps including buying diamond for pros as part of their oversea incentive plan.
So moral of story, why pay tax??!!
Morning $ifu $am, seems like 2day we hv 2 fastern our safety belt. When KLSE resumes trading 2day, u think there will b limit down ? Coz too many Great news, Bad news n Surprised news happened so coincidently yesterday. The worst thing is KLSE also affected. Technical problem ? whatever reason given, d performance in KLSE 2day will definately b pessimistic.
U r right, keep d cash n we'll definately "enjoy" d mega sales in KLSE very soon.
Hi sifu Sam,
Don't think i received your latest call. Can you please add me(jackyclong@hotmail.com) in your mailing list.
Thanks :)
sifu sam,
Can you kindly add me into your mailing list.
i would like to earn some pocket $$$ from ur xxxxx counter.
thanks in advance
regards,
yk
yewkhian@hotmail.com
ben, since u r against paying tax, any good method to 'run' tax, mail me if u hav one, (since u r an accountant)......
i am paying more tham 8k a yr, tangan shaking n hati sakit lor.....
Hi Benjamin,
Agreed with your statement...However, we cant do anything with them(government) at all...damn all of them..waste all the tax payer money for personal pleasure..just like the leader(you know who i mean) even owned personal jet..this is so called malaysia boleh
Hi guys, someone asked me what is "heart big heart small" n "small knife cut big tree" in my mail..ha ha...u know lah..i am cantonese mah... ok..heart big heart small means "hesitation" n small knife cut big tree means small input n u will get big output. clear ?
Seems like XXXXXX is holding quite strong there..sighhhhh..my 5% buying not done yet ! couldn't get any today.
k..lunch time..eat cho pei today .
Dear Uncle Sam,
Kindly add me lingel@gmail.com
can share xxxxx counter with me
I lost too much in KLSE start
from 2007 until now. Can I follow
you.
Thanks
Ling
my forehand
xxxxx....
1lot @ 0.48 match
1lot @ 0.47 waiting
4lot @ 0.46 waiting
I will not post my buys on blog until sam kor post his ;) as this is his call.
TQ .. Ah Sam Kor...
Hi ALL,
Interesting article >>>
NOW It’s a Bear, Who’s Hunting?
By Lynn Carpenter
Until last week, opinion varied on whether we were really in a new short-term bear market this year or not. A few market watchers will declare a bear market when the indexes are down 15% from their latest peak, but most hold out for a 20% fall from the latest high.
It is now official. Last Friday, the Dow Jones Industrial Average was down 20% from its October 2007 high.
The S&P is almost there—down 18.9% as of Friday. And the Nasdaq is off 19.1%.
What does this mean? I’ll give you 95% odds that one man in Omaha is plenty happy these days. A year from now, we will probably get the list of stocks Warren Buffett and like-minded value shoppers have been scooping up while they’re cheap.
Buffett doesn’t have to reveal what he is buying and selling immediately because it would move the market and rob him of his chance to finish the job. But eventually the facts are revealed, and with the many good companies at low prices, he should be dancing.
You would be, too, if you’re inclined to walk like the master. To be like Buffett, though, requires a long-term outlook. In this day, when a “strong buy” rating from a broker may be downgraded to “hold” two months later, people tend to think a one-year outlook is long term. It’s not.
Thinking very long term is one of Buffett’s great open secrets. His favorite holding period is “forever.” But he also holds some stocks for a mere two, three or five years. And I suggest you give that goal serious consideration. At Rising Tide, I don’t even consider recommending a stock unless I expect it to be a good investment for two years or longer. I prefer stocks that have an obvious five-year positive edge about them. The market may intervene to delay rewards, but the stocks with good long-term outlooks eventually do well for the wisely patient investor.
The other thing it takes to be like Buffett is good business sense. He evaluates companies, not stocks. I don’t know his exact method, just the few facts that everyone knows about how he does that. Buffett has never shared the whole mystery with anyone. That includes people who have written books about him and ex-daughters in law. But I do know that one of his key criteria is return on equity. He says that clearly enough in his Berskhire Hathaway annual letters. ROE is a measure of profits compared to shareholders’ stake in the company.
Given that, you can be sure Buffett is also looking at ROA (return on assets), which eliminates the boost that came from borrowed cash.
At Rising Tide, ROE and ROA are prime criteria. They are far more important than price to earnings, which is ambiguous backward-looking information unless you know much more information about the quality of the past numbers… whether write-downs were one-time events, a growth surge was a new trend or a fluke… the industry level P/E… the company’s usual level… and so on. (All this is spelled out in the annual Rising Tides Sector Outlook, with industry-level standards.)
Buffett has also talked about stocks with “moats,” meaning protection around their business that keeps competitors at bay. I use a Five Forces model, but the focus is the same. It is about strategy and competition, about identifying a good business and management with good ideas and execution. I don’t think how you approach evaluating the business prospects of a company matters nearly as much as realizing that it’s important to do it. A share of stock is nothing but a slice of ownership in a business. Any stock you buy based on any reason other than the quality of the business is a speculation, not a true investment.
Buffett won’t be crying in his beer because the market is acting like a teenager with a facial zit on prom night. This market is not tragedy for long-term investors. It is opportunity.
But it sure is awful for anyone who was planning to cash in his or her winnings this year. Sellers are getting bad prices. It’s the buyers who have the edge now.
Which brings me to the other thing I tell my Rising Tide pals frequently: If you have money in stocks that you plan to use within the next two to five years, you are taking far too much risk. That money belongs in something that will return your capital to you, in full, on demand. No questions asked. Stocks are for the long run.
You don’t need to know everything about how Buffett invests to do a good job yourself. You just have to practice three things:
Look for companies with earnings and profit power. Return on equity is a good tool for that.
Make it your goal to find and only buy the kind of stock that you expect to go up for the next five years based on increased earnings and sales. Even value investors admire growth; they simply insist on getting it at a fair price.
Think about the business, its strategy, its management, its competition and industry. This is what investing is all about, owning a slice of a good business.
Ali Hold 100lot XYZ : 0 CASH
Abeng hold 20lot XYZ : 80% CASH
XYZ drop lower than their entry price
they r good friend....Ali said market clash liao, I wanna cabut...Abeng also scare liao, ok lo, Abeng pun sell and cabut....
Normally we only heard ppl say sell because one got no confidence and blablabla, to preserve bullet la etc....but 1 shld check their own cash:equity to balance up..... No need follow blindly when everyone cabut, cut loss. In fact one dun need to loss since u have reserve for future level buy in.
Ali got no CASH, Abeng Got....so shld Abeng sell it in loss too even though he got >>>cash....??
Say XYZ is a BLUECHIP with good div policy, now drop till u r in loss. BUT calculate back, it give u DIY > FD rate, shld u cut loss (with condition u still hav bullet cash>equity).....??? to me the answer is no....Any comments?
Hi Sam, received your email update on 'Who wants to be a Millionaire Part II'. you are so funny, I have a good laugh, haha. Shall I say.. And the winner goes to... SAMGOSS!
2 stockkaki..
Ahbeng said : he couldint get any today, cos he parked @ 0.45 ..ha ha..nvm, "lau tak cheng san choi, na pa mo chai siu "
U got to believe me..u can ignore all my others pick but not this one XXXXX !!!
come baby come ! papa waiting to hug u at d bottom ha ha ha..
FYI, XXXXX is high dividend payer stock.
U C WHAT I C ??
manage to do 1lot only today.
monday another day to tiu yee....
come and bite bite... hehehehe
Hi Sam,
Please add me in your mailing list. I hope can get extra money from the xxxxx counter.
My email: laubh@pc.jaring.my
thanks
Anson
Try this: http://en.wikipedia.org/wiki/Altantuya_Shaaribuu
Bet what? Our belove C4 maniac will soon abuse his minister of defence title to order "royal? or loyal" police to call interpool to remove whatever information about him included in the wikipedia by asking the owner of Wikipedia to do another SD to claim he was forced to put information about C4 maniac on the site.
One question from me, why's now Bodoh-Wii so quite? I thought he as the most powerful man in this country should step out to comment something on the second SD? Perhaps he is currently hugging his newly wed wife and smiling to see how will the next episode of drama ended? Anyhow, let's think among 3 of them, who will benefit the most without the need of doing anything? You guess is as good as mine.
Hi sam'
Please add me into your mailing list. The xxxxx counter is Ytlpower. i hope to eran some pocket money from your tips. My email: laubh@pc.jaring.my
Thanks
Anson
2ben.....
Why the most powerful man so quiet???
Why not???
You know what is :鹬蚌相争，渔人得利.... so??? SIT and WATCH is better option :p
Tailow, it depends on what kind source of income you got. If employment income, sorry dude, no way to escape paying tax but you may play on the word "reimbursement" and "allowance". If business income, I bet all the businessman know better than me. If you have both source of income, just make sure you pay employment income.
Beside, can't believe you are paying lesser tax than me ... ^_^
Hi Sam, have been following ur blogs for quite some time. Now finally i got some savings to invest, hope u can kindly add me in ur list and be my "invisible" mentor ler... thanks first :)
Sam, i hope to be added to your mailing list - deenis@gmail.com . Really like to hear about your xxxxxx, kept on guessing it, i guess its RCECAP?
On Sat, 7/5/08, taksiamtak wrote:
From: taksiamtak
pls add me to your mailing list
To: samltt88@yahoo.com, bursatraders@hotmail.com
Date: Saturday, July 5, 2008, 8:17 PM
致 uncle sam,
您好!
小弟冒昧的电邮您，是希望能跟您学习些基本投资法,
希望您能把小弟加入您的电邮名单里，不好意思用华文电邮您，
因为小弟的英文差，
在此先说声谢谢先， 祝您 股票赚大钱!!!
_________________________________________________________________
^V^
Dear siamtak...
fyi, good english does not guaranteed u success in shares investment, same goes to poor english doesn't mean u cant make big money in shares mkt !!!
My english is also half tanker , so ?? still we can fuyohh fuyohh here ^V^
Look at darlie singh, wowww graduated from oversea worrr..then so what ??? look at his holland track records !??? yakkkk....ugly ^V^
In shares investment , d key success here is "Brain play " , brain play can be classified under 2 categories:-
First category is GOT BRAIN to analyse financial datas n also GOT BRAIN to choose FA as their investment tool like KYLIM,ET, CYT, BEN, HERBERT ,TAILOW n....
Second category is : Got brain to analyse financial datas but GOT NO BRAIN to choose which method to be adopted , they choose TA as their SPECULATION tool like darlie singh.
As for son of singh, he got brain to analyse financial datas, he also got brain to choose FA as his investment tool BUT he does not understand what is " Mr market " at all !!! when mr bear knocking his door last week, still he called for "levels buy ".. see ?
u r smart does not guranteed u success also ! it depends on which method u r adopting !
1)Smart guy adopting FA = fantastic returns in shares investment.
2)So so guy adopting FA = Good returns in share investment
3)IQ below average guy adopting FA = more than FD returns in share investment.
4)Smart guy adopting TA = Holland returns
5)So so guy adopting TA = cry like hell returns
6)IQ below average guy adopting TA= Bankrupt !!!
1 to 6 , Which catergory u from ? mine is no 3 ^V^
how about u darlie singh ? no 4 ??? or no 6 ??ha ha ha
Uncle Sam,
Hi, I was in your list few years back in 2003. Can you please add me to your mailing list again? I would definitely want to follow your FA picks. Thanks.
chienyiing@gmail.com
hi uncle sam,
nice to read your blog.this is my 2nd time pledge to be in your
mailing.i lost 20k recently.
and hope to recover with your help.
my mail is kanno.ken1@gmail.com
thank!
Dear sifu sam
i'm kinda new here and really amaze with ur stock choices. Appreciate if you could add me into ur list.
joeykakkoi@yahoo.com
that darlie singh really funny.i wonder who he is? does he has his own blog.
btw,thanks in advance.
Det, I don't agree on what you said. The longer Bodoh-wii kept quiet, the more shit he need to clean resulted by the conflict between c4 lover and wah chai.
hi Sam,
Thanks for ur xxxx counter. I will follow your advice buy a bit when got salary.
Anson
Hi sifu sam,
I not receive your latest call. Could you pls add me in your distribution list?
my hotmail address is learn-2-invest@hotmail.com
Hope not "chao puo" this round...
Billion thanks
Best Regards
kk
Hi Sam,
NO. 3???? You are too modest and humble lahh :p
XXXXXX? Haha...
XXXX's boldest move was to venture into power generation in 1994, when the Malaysian government started to privatize the sector. Because he could not get his plans financed in ringgit by foreign banks, which wanted deals only in U.S. dollars, he persuaded the government to raise funds through a 15-year ringgit-denominated bond.
With smaller foreign currency exposure than other Asia-based companies, XXX emerged from the Asian financial crisis at the end of the 1990s in better shape to expand abroad. XXX bought British utility company WXXXXx Water for £1.2 billion, or $2.4 billion at the current exchange rate, in 2002 and owns power investments in IndoneXXXX and AustXXXX. Today, XXX pointed out, 70 percent of the company's revenue comes from abroad.
"XXXX PXXXX is one of the few companies that has demonstrated a steady yield and commendable growth for regulated assets," said June Ng, an analyst from Hwang DBS Vickers Research, in a recent report.
SIFU sam, Tan here hope to hear your analysis MPHB and its big cash pile and does it qualify a buy call and what happend on EPIC have u sold ? and how was my Bazi analysis waiting patiently.. n thx so much may u be blessed.
Dear All,
How ur view on BJCORP since your last call for it? Kind of worried seeing it keep dropping everyday even current price is way below all the director buying price after it post very nice quarter result?
Please advice.
Ben,
Not agree?? well.... u may say so but the thing is...no one point the finger at the powerful man to step down at this moment.....everybody is sooo busy liao. Read this >>>
當c4 lover & wah chai忙于部署和應戰的當兒，powerful man早在數月前已多次跑動全國，展開直接會見支部和基層領袖的匯報會，讓后者有機會當面質詢。
這些會見基層的活動都以閉門方式進行，沒有知會媒體，也不驚動各方，彼此在良好的閉門環境下進行交流。
Powerful man不是魅力型領袖，群眾集會的政治演說并非他的表演舞臺，相反地凸顯其不足，惟小組型的閉門會議才是他的發揮場所。
Powerful man的柔軟身段，擅于聆聽的特質，親切的態度往往可在人數不多的小組會議中，打動出席者，將訊息傳入與會者心中。
他曾于6月17日，為沙巴舉行的第2屆國際首席執行員會議閉幕后當天晚上會見沙巴支部主席，聆聽他們的牢騷怨言。
上周日（6月29日），他出席布城的「綠色地球」推展禮后，也會見森美蘭基層領袖。
據悉，這種繞過中層和州級領袖，直接與支部和基層會面的做法相當有效，同時也能避免錯誤傳達訊息或訊息「加工」事件。
會面過程中，基層領袖可當面針對各項事情，向他提出責問，這種方式不是老馬的作風。
他多場巡迴解說會顯然已奏效，加上目前的政局飄浮不定，C4 lover能否順利接棒已是問號，以及wah chai「916奪權」大計因S的報案而受拖累，促使原先不受看好的powerful man扮演關鍵性的平衡角色。
717的支部大會，將為我們提供更多想像空間，除了改選成績之外，若支部提呈爭論性動議，好戲將在后頭。
请劝告网友们不要鼓吹
'依赖文化'
It's sick seeing people begging for tips, more so to 'recover losses'. In the long run, they will lose big time. Sam, you have the obligation to lead them correctly by example.
2 ng, wanna 2 know my answer? read d below >>>
***
Windsurfer: just asking le ...
7 Jul 08, 15:49
Windsurfer:
7 Jul 08, 15:48
Darlie singh: Wind, don't bother asking me whether I have or not - you won't benefit from it because when I cabut, I don't tell, and when I buy, I don't tell ...
7 Jul 08, 15:47
Darlie singh: Now I have.
7 Jul 08, 15:45
Windsurfer: Seng, u still have Sapcres ??
***
If mkt up, i will tell u i am still keeping it, if she goes down..i will say..i cabut oledi ha ha
..my sifu darlie singh teach me, when i buy, dont tell, when i cabut, dont tell..ha ha
he forgot to ADD IN THESE >>
when stocks go up, i have, when stocks go down, i cabut long long time oledi..right darlie singh ? ha ha..
2 wee chean,
yes u r right, i dont encourage 依赖文化', but at this moment of time, u guys should follow my every move , when i said" stay aside n check yr holding" like what i posted d other day, u should follow me.
4 those who lose their hard sweat money bcos of following darlie singh's picks , if u want to recover yr losses.. follow what i said in my email..to recover yr losses is not a problem at all.
U C WHAT I C ? ha ha
2 tan, MPHB ? as i said, when mr bear come , be it solid FA or shit TA , all across d board DOWN DOWN DOWN ! in term of cash pile n PE, MPHB looks very attractive but pls refer to d above ^V^... .
as mentioned in my mail, y not resorts,@2.00 genting@ 4.00 n parkson @4.00 ? y must buy xxxxx??
it is bcos i want u guys to get d feel of "small knife cut big tree" like ijmwb @0.38.
U can see that stock with latest eps >200% jumped also heading south , so ?? what is there to comment ?
I am still stick to my TP buying, nothing done today.I was informed by cyt, he has bought in 20% @ X.X80 this morning. i am still parking @ X.X50 n buy on dip.
4get to mention, if u r holding construction n property stocks, take profit or cut loss on rebound !!!
This 2 sectors will hit d most during inflation, if u wanna to invest n play safe , put yr money on high dividend yield stocks like XXXXX. check my holding, all of them paying good dividend also.
出自 - 冷眼分享集
股票投资，既不纯是科学，也不纯是艺术，乃是科学与艺术的混合体，也可以说是介乎科学与艺术之间。
若股票投资是科学的，那么企业盈利增加10仙，股价也上升10仙。但是，在股市中，盈利上升，股价可以跌10仙，也可以上20仙。
若股票投资是艺术的，则可以不必理会事实和数据，只凭想像，天马行空，投资就可以成功，如果你这样做的话，后果必然是饮恨股海。
股票研究涵盖两个部份：
第一个部份：理论的探讨。从股票研究鼻祖本查明·格拉罕到现在，短短的几十年，有关投资理论的书，已汗牛充栋，即使白首穷经，也只能涉猎一小部份而已，故不喜欢读书的人，不可以研究股票，尤其是不可以研究理论。
第二个部份：上市公司研究，以时间为经，需研究个别公司的发展史，以业务为纬，需研究公司的结构、行业特征、财政演变、企管领导人的背景与作风、企业的经营理念等，错综复杂，绝不是以玩票性质视之，以业余的态度对待，可以登堂入室的。
上市公司的业务几乎涵盖了国家经济的所有领域，从贸易、工业、原产、服务、建筑、科技、金融到基本设施，无所不包，除非你对每个领域的特征经营方式以及其优劣点，有相当深入的了解，否则，对有关行业的资料，包括分析文章，宏观和微观的报导，实难以有深入的体验。
股票研究易学难精
故股票研究，易学难精。
股票投资非常个人化的，适合于甲的理论，未必适用于乙。
如果有一种理论，可以应用于所有人的话，那么，大家只要照搬巴菲特的投资理念去做，人人都可以成为巴菲特第二了。
事实是：研究巴菲特的书，少说也有一百几十种，然而世界上并没有出现第二个巴菲特。
如果你研究西方最成功投资家的历史的话，你会发现每一个人的作风都不同，投资手法各异，然而他们殊途同归，都有卓越的成就。
故成功投资人，可以借镜，但要投资成功，还是要发展自己的一套策略。
股票研究的进程，其实跟教育的进程，是一样的。
中小学是基础教育，无所不读，不管实用不实用都要读。以求其博。
不博则无以扩大视野，成为井底之蛙。
故不博则陋。
大学专攻一个领域，范围缩小了，如文科生不必读数学。
但还是属於较为深入的普通教育，旨在求其精。
不精则流於肤浅。
到了硕士、博士，才有资格说“通”，对某个科目，上下纵横皆如意，从心所欲，不逾矩，是为“通”。
不通则滞。
股票研究由博到精，由精到通，非长期浸淫，无以为功。
博、精、通，需循序渐进，不能速成。
融汇贯通，必须经过博和精的“融会”阶段，才会“贯通”，就是这个道理。
***
Everyone knows who is warren buffett, all of u read his book also..but how many of u guys make big money from his teaching ? how many ? know why ? cos he know which is good stock to hold 4 long term , u may not know ! furthermore, his style of "Buy N hold 4 long term" may not suitable for KLSE's stock , dont follow blindly ! follow his FA way but dont follow his style of investment, bear in mind, we r in Malaysia not US ! u need to understand this >> 股票研究由博到精，由精到通，非长期浸淫，无以为功。
When u see big storm coming.. buy n hold 4ever is not d ideal stratergy , be flexible abit ^V^
Risk management n fund allocation r equally important in shares investment.
There r something u cant learn from book, there r also something u cant go by bible !
U want to learn it ? u need to go thru >>>股票研究由博到精，由精到通，非长期浸淫，无以为功。
taiko Sam,
I registered with u long time ago, but I wonder why I didnt receive a single email from you at all?
dont count me out!
jc2002@gmail.com
Jason
sifu sam.,
thanks for sharing your valuable knowledge. please add me in your mailing list:
my e-mail address: bef3213@live.com
Det, I dont agree because his silent will only lead to his personal gain not the benefit of general public. Somemore, the longer he waited, more shit to be cleaned. If he show again his inability on cleaning shit, damage on the image of BN will grow further.
Unless you think what he is doing is right, otherwise there is nothing to be proud at all.
About bjcorp, it has transformed into fundamental counter:
Lets take Cold eye investment method:
A. Growing business: Yes
B. Dividend yield > FD: Yes
C. Lower than NTA: Yes
Current downtrend simply because US subprime crisis, high inflation and unstable political landscape. So like what sam commented, be it FA or non FA counters, all across the board - "DOWN!" Don't worry, I am stil holding it. As for AA, I have swapped to xxxxx.
Hi sifu sam,
Thanks for you answer. i think i get what you mean. Yes, nothing much we can do about it even it profit jump 200% but as long as it fundamental is strong, why need to worried. Take it for mid to long term run. I will do my own study before jumping in any stock. but because i still new in stock market, so sometime the emotion of fear will come in.
Would you mind to add me into you mailing list, would like to learn the analysis skill more from you. email: ngoch77@gmail.com.
Thanks.
Dear Sam, although i did not receive ur email I kinda figured out what XXXXX is. XXXXXXX is well known for giving generous dividends, so if we buy this son of XXXXXX, we would be left out if there's any dividend declared. But come to think of it, its gearing is at 3X+, any rise in the mom will easily offset its lack of dividend income.
Hi Sam, I would appreciate very much if you can add me, mmmm753@gmail.com
into your mailing list...:) still wondering what is XXXX that you have been talking about...hope to know soon..thanks alot. Alex
股票研究由博到精，由精到通，非长期浸淫，无以为功。
我的看法：
博可以做到。。多读多看多写多与人讨论
精可以做到。。只专注有兴趣/专长/行业中的
通就很难了。。粗通可以为生，小通可以养家，中通笑傲江湖，大通富甲一方。
但要怎样做才算通呢？
第一：FA
第二：不要忘了第一
第三：方法---请“通”了的高手多多指教。
tanhin
Reply to wee chean,
am a newbie with no solid capital, experience, analysis and etc.
I appreciate what shi fu sam taught us. He is not only lead us to the counter. He explains, he analyse and he teach us.
I learn alot from here and not just follow shi fu sam blindly.
See, Wee Chean?? I wish to manage a good pattern of investing, Shifu Sam is one of my favourate ...
To me, it is not easy esp. am still fresh.. Thus I need a good shifu to guide me PRACTICALLY... ^^
Ben, i think i have been misunderstood....sighhhh BUT I like the way you all discussing here... really beneficial...especially to newbie like me :p
Thank You.
Hi Sifu sam,
i think i missed lot of your call coz hv been left the bursa for sometime coz so far no faith with bursa share market.
Hopefully i will included in your mailing as well and hopefully u manage to read this msg . my email add is myhshin@google.com
Thanks a lot and your guidance (PE) on investing in share through FA method is must appricated.
Dear Sifu Sam
I only found out your website 2 weeks ago and I went though all your previous posts, and I must say I am truly amazed and impressed by your calls.
I wish I have found your blog long time ago, as I was one of the ppl who have lost money following Darlie's calls.
Please kindly add me to your list. My email address is ctchai75@gmail.com
Thank you!
Thank You Sifu Sam for Sharing. i will join as quoted by sifu Let the "Small Knife Cut The Big Tree".
sifu sam, thanks for your calls,may I know where you get all your data (from Bursa Malaysia) or some co., which have to pay?
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