Saturday, July 12, 2008

^V^XXXXX =Small Knife Cut Big Tree , 小刀削大树 ! ^V^






^V^

Well said bro Taozer Teh Seng ( pls take note, this seng is not that famous backhander holland singh )

错过 错过不是一种悲哀,果实错过了重逢腐烂在泥土里,果实错过了采摘落在地上。世界上的事情往往因为错过才显得美丽,况且我们今日的得到,也许就是昨日错过的结果。错过是一种感受一种经历,一次次的错过已经为我们筑成一座成熟的金字塔,总有一天我们将学会把握,( XXXXX )那是因为我们曾经错过。( IJMWB @ 0.38 ) .

Yes ! agreed with u Mr Teh Seng , 错过不是一种悲哀 or losses, it is bcos u 错过了 then only u learn how to pick 小刀削大树 warrant ^V^ 今日的得到结果 is bcos u 错过了^V^

My saying : 错过once , blame on me.

错过twice ,SHAME on me.

I hv rec'd lot of mails asking should we buy now or wait 4 further down !? as written in my email , buy as per my tp , if u doubt whether she has reached its bottom or not!? then u should buy in some @ current level, as for me , i have bought in 1/3 from my allocated fund, another 2/3 to go b4 it reach my tp of 200 lots ^V^ pls take note , 200 lots is only consist of 11% of my holding fund , if u add together with my other stocks in hand, it will bring down my cash position from 82 % to 75% .

If she ever fall below 0.30 ( this level is quite impossible ), i will add up another 100 lots ! that's 4 sure !

4 those who r kiasi abit, let me tell u my stories of IJMWB n YTL-WB ^V^

As per attachment, in year 2001 when i first bought my YTLWB @ avg cost of 0.52 for 213lots, at that time its mom was hanging around 4.20 , conversion 4.23 , expiry date = 5 years . right after i bought, she dropped to as low as 0.40+-, i hv inccurred paper loss of about 21K in less than 2 months, wowww...dont play play ! luckily i am not darlie singh whose use TA with stop loss for trades ha ha... otherwise i would have gone holland long long time already ! it took me less than 9 months to reach my TP of 1.45 ! this counter alone i hv made > 130K or >150% in less than 1 year ! see d beauty of 小刀削大树 !??

Take another look at IJMWB which i bought in 2006 with average cost of 0.38 for 278lots ! Conversion 4.80, mom 5.00+- with expiry date more than 5 years.talk about this ijmwb, i am very sure CYT N Felix would like to share his happiness with u guys ^V^right Felix n cyt ? ha ha , same as YTLWB, she dropped to 0.30+- after i bought , paper loss amounted to 27K+ in less than 2 months ! can u stand this type of paper loss pain ? once again, if i played with stop loss like what darlie singh did, i would hv gone holland long long time liaooo ! with d blessing of god, i hv profited 200K+ from her in less than 3 months.

CYT was complaining 2 me that we sold too early! he said we should wait until 4 something to sell off our ijmwb !ha ha u think i am god ah ? if i know it will reach 4.50, i wont be sitting on chair anymore, i should be sitting on altar already ha ha ^V^


Someone may say" of course lah...u buy in bull run mah, who doesnt make $$$$ if he bought in year 2000 ? really ? perhaps u should look at YTLWB N Resorts which i bought in year 2001, is 2001 a bull year ? still remember 911 ? tell me which year 911 took place ?

Guys, if u hv faith , patience n holding power on XXXXX, u must also hv strong mentality to stand d pain of paper loss if XXXXX drop below 0.30 ! r u ready 4 that pain ?? if yr answer is yes, congratulation ! u can go ahead n buy on dip ^V^

What can u see from YTLWB n IJMWB? what is d common they hv ?

4 those who doesnt know anything about FA , there r 3 very important criteria for warrant pick

1) Its mom must be blue chip n traded @ PE < 10 .

2) Must be in money n preferable to hv some premiuim discount.

3) Expiry date must be > 3 years, d longer d better !

Well, take a look at XXXXXX , is she not falling under these 3 criterias that i mentioned above ?

Did u see gem in XXXXX ?

Those who bought @ current price, dont be so happy , it may drop further due 2 political uncertainties , oil n inflation threat , buy in stages as what i wrote in my mail.

If she ever drop below 0.30 (this level is quite unlikely), that's d time u sailang n lock it in safe 4 long term play, call me uncle shit if u dont make double from her in 3 years time (It could be faster than that )!

This time, ni hui 错过 ma ?

2 darlie singh n 2 5 chai in my list, u be d witness !

BTW, can someone please check how much is my LPI ,RESORTS n SPSETIA worth today, if buy n hold that UGLY like Darlie Singh commentted ? now u understand y BB highly recommended buy n hold on FA stock for long term ?

BUY during bearish mkt n HOLD till bull mkt , that's how ppl make $$$$$$!

If u follow darlie singh in out in out style..ha ha may be u should listen to d great Fundamentalist Sir John Templeton said :-

***
Important Quotations By late John Templeton:

A) Rejecting technical analysis as a method for investing, Templeton says, "You must be a fundamentalist to be really successful in the market."

B) Invest---don't trade or speculate. The stock market is not a casino, but if you move in and out of stocks every time they move a point or two, the market will be your casino. And you may lose eventually---or frequently.

C) Buy Value, not market trends or the economic outlook. Ultimately, it is the individual stocks that determine the market, not vice versa. Individual stocks can rise in a bear market and fall in a bull market. So buy individual stocks, not the market trend or the economic outlook.

***
Is backhander Darlie Singh not falling under A n B ??? halooo..lembu ! what say u ?

111 comments:

ees said...

Sam,
Thanks for the analysis sharing.

You are a true investor and sifu that teach us so much knowledge.

Some singh told us he buy diam diam and sell diam diam and then bising in his own chatbox that he make so much $$$$ :)

Singh, could u please make a forehand call?

In my previous ijmwb, i joint the party late, bought at RM0.56 and sold at RM1... this time, with Sam's guidance, lets hope to make more!!!

US market continue heading south, for the first time in 2 yrs DOW drop below 11000 points. The double head and shoulder has formed. Very critical now!

Angel -vs- Devil said...

Hi, Sam. I've been reading your blogs for months, very impress with ur investment port folio. Can u add me to ur list? my email is skykids244@gmail.com

seethc said...

Dear Uncle Sam(TT),
I have been following your recommendations since 2005 and was a verified member of your previous STLGang forum (led by your goodself and Master Tinglek) until it was retired. After that, I was very happy to discover you have moved on to blogging and have ever since then been following your blog closely every night.

Since I feel the market has come down quite substantially (and am not too good at analysing which counters to buy and keep for long term) would greatly appreciate if you could kindly include me on your mailing list so I can learn from your wise advice. I hope to be a full-time investor like you one day. I fully understand there are risks in any market and any action I take is my own responsibility.

Thanking you in advance.

seethc@gmail.com

FindAssignment Team said...

hi sam,

pls add me in ur list too.

i want street money..

simonx_lp@hotmail.com

tq.

Unknown said...

Hi Sam,
I have been read your blog for a year and deeply admired your investment strategy.Truely learn a lot from reading your blog. Can u add me as list of member oso?my email: jf33cs@gmail.com
Thanks

Unknown said...

Hi Sam,
I have been read your blog for a year and deeply admired your investment strategy.Truely learn a lot from reading your blog. Can u add me as list of member oso?my email: jf33cs@gmail.com
Thanks

Unknown said...

hi, sam:

pls add me in your distribution list. brianwongcl@gmail.com

Thanks.

ees said...

This doom say article by Matthias Chang (ex political secretary of DR Mahathir) is worth a read.

http://www.futurefastforward.com/feature-articles/903-feature-articles/188-matthias-chang

Unknown said...

Lol....d way u write & talk...ultra cynical but sweet!!!! :-D I think u hav more followers than Pak Lah or Anwar has....haha....rock on uncle sam!!!

But marktet now really scary..uncertain..plus local politics of Najib x goin 2 be Pm next time...haiz...dangerous...

Oh yeah...and if it's ok..plz add me 2 ur list...DrPitchard@gmail.com

Unknown said...

Sam,
What are the criterias for a counter to be qualified as BLUE CHIPS? TQ

pharmalogik said...

will follow u to sai lang if it drop to 0.30.. thanks for the tips..

ws said...

hi sifu sam,

mind to add me to your mailing list? I have been reading your blog since TA is not so accurate.. I go agree with FA is still the best way to evaluate stock value. My email is fullwoofer@hotmail.com.

I duno abt warrant.. haha.. still green.

Felix Ooi said...

Well fellas, there you have it. The one counter all investors or traders dream of. In actual fact looking back in my trading records from 2003. IJM-WB is my record holder till today giving me a return of nearly 400% within months we see 100% already My avg cost that time was 0.44. When Sam first announce it was at around 0.64 if not mistaken. But i remember i bought in around there then avg down to 0.44. Bought the most when the price was hovering around 0.38 thats Nov til Dec 05 by Mac 06 it was alredy 100% up. I hope my memory serves me right on the months mentioned. My first encounter with SAM was with YTL-WB i can still recall i bought into it at around 0.645, one month 1 lot from my salary. That time no wife yet. 6 months later its already >RM1 that in 2003. All you need is one solid counter.

herbert said...

haha!1 yummy!!! yummy!!! i never do anything last week.. Haha!!! This morning rebound oh!!!!

BZ said...

Dear Sam,

I had posted on 12th July 2008 regarding the XXXXX counter but I dun see my post appearing. I was toking abt the XXXXX counter and mentioned that the windfall tax will probably place a cap on its future profits and wondered how significant it will afftect its future performace. Also its wessex ownership how much does it contribute to its bottomline in % terms.

BZ

GOJI said...

Dear Sam :

Have a curious question to point out. Since you are so confident with the XXXXX will go up within the next one to two years time why not allocate more fun into this counter instead of just about 10% of your fun.
Hope you can provide a wise explanation on fun allocation regarding to this matter. Once again tq for your FA teachings.

Investor said...

Hi, sam. I'm a FA follower too. However, after spending 4 years in stock market, i only manage to get avg~6% return per year. I've bought and hold some good FA stock (like Tongher, Perstim & Pbbank). After read thru all yr blog entries in the past 3 days, i think my weakness is nvr know how to "sell on strength". I've read and study a lot on fundamental analysis concept but still weak in catching timing. To me, FA is a buy and hold practice but yr blogging really change my understanding on FA.
Hope that you could add me to yr mailing list so that I could learn further from u. My email is

voltzmail@yahoo.com.my

THANKS FOR SHARING!!

CL said...

Sam,

All I can say is thank you again for your invaluable advices and also for continuing to blog.

Mohd Imran said...

sam someone is very very angry with you at winbursa blog.he even post your car plate number.must be your old TA friend.

Unknown said...

Hi Uncle Sam,

Thanx for adding me..lol...Ani books u recommend can read besides Mr.Cold Eyes?! Get ur forwarded email...vewy good...but i think better if i also read & understand more...hehe... :-D

Jin said...

Hi, Sam. I've been reading your blogs for months, very impress with ur investment port folio. Can u add me to ur list? my email is wee.jin@yahoo.com

118 said...

Wow, $ifu xxxxx moving really "Geng" 2day. Parked @ 0.47 tis morning but seems like not easy 2 drop further. Aiming @ BjCorp-LC also, wat is ur comment on tis stock now @ 0.375 ? Really hard 2 "yan" if not 2 buy any lah. Same goes 2 Huaan... yan? buy? yan? buy?...really like wat u say "sum dai, sum sai"

Unknown said...

Hi Sifu Sam, please add me in your mailing list at theazzurri@gmail.com.

Thanks...

Samgoss said...

2 lim, I was like u those days, buy n hold ! still make pretty gain but lose out lots of opportunity , when to sell ? well..i use PE as a guide to sell , if overall mkt reached its PE > 20, u should take some profit ( in short, minimise yr portfolio )even stocks that u hold r @ < PE of 15. know y ? cos when mr bear comes.. be it solid FA like PBB or YTL..all must kow tow to him.

2 bk... good question, why not sailang all yr XXXXXXX since i am so sure i will make double from her in 2 years time !? d answer is simple... cos i see bear is coming, we r heading south...in d same time, i am abit kiasu, i scared of not being able to buy @ 0.50+-.. see ? she went up today $$$$hence i decided to buy 1/3 n keep d 2/3 for bottom fishing. clear ? but if she ever drop below 0.30.. i will definitely put in another 100 lots (at least).

now u guys know y i said u shld buy in a little bit @ 0.50+-.. cos we dont know where is d bottom? what i am worry is..if she climb back to 0.65+-n never come down again ... then how ? hence ,u r advice to buy some to ease your sickness of kiasu .

Samgoss said...

2 mohd..ha ha..i am dead duck ? someone so angry on me ? worrrrr..seems like i hv to hide myself like bala olediiii..ha ha

one word" Who cares" !!!

Put yr horse come peaceminded !if i dare to shame all u TA buggers, i hv prepared for that liao... u want me to stop ? sorry ! i will post even more ! dont believe ? ha ha..let see yah !

wowww...my car also u know ah ? dun play play ...must go n bu C4 to protect myself liao ha ha ha

Samgoss said...

here i come TA bugger, woww..singh backhand smash again worr! made $$$$ from parkson ah ? first..where is yr forehand call ? mana ? is it bcos u said >>> $4.24 this morning might turn out to be very cheap indeed.


ha ha... is this a forehand call ? dont u understand simple english of "Might", if u wanna to show off yr ability, y shld u put there "might ", y not u put there must buy or i hv bought in ?? as usual lah..once parkson goes further down , u will buat tak tahu aje..bukan ? ha ha

wowww...darlie singh critics other TA blogger also >>>
***
What I find interesting is that Tom, Grepstrader and myself were looking at the same TA chart for Parkson on July 4.

Yet, all 3 of us have different interpretations of what to do with that same chart!

Grepstrader says to wait and buy at $4.52 on July 7.

Tom says to avoid it at all cost.

I went in to buy below the reference price of $4.34-$4.38, with a stop loss.

So, who is the Trader and who is the chartist?

And more importantly - Are all TA traders the same

***

Are all TA traders d same ?? what is not d same darlie singh ? r u saying u r making money n they r not ? come on singh..where is yr forehand gain calls? mana ? sudah naik baru lu cakap lu ada beli ..that u called u r not same as other TA bloggers ? aiyoohhh yoooo..singh , ur not 16 lah..mature abit ! talk sence n talk like a man..ok ? tell us what make u think u r different from other TA bloggers ? yr gpacket @4.50,oskv1 @ 2.80,proton @5.00 n all yr china call warrants ?

be mature abit singh..u r not 16..u know !??

Ansoncham said...

Hi Sam

I haven't buying xxxx counter.I will buy at TP 0.48. Please uncle sam give some advice with ECM can buy or not.

Unknown said...

Haha...tis winbursa guy quite lame...jz shooting all the way...dunno shoot 1...not much visitors or followers also...lol.... ><" Poor guy....and even if got, i think they jz visit his blog to see the pics of the gals he post up....

Poor lame guy...pity pity....

MR said...

Bro Sam,

Why are people so pissed with you? Why must things get personal? If you're unhappy, counter sam's theory with intellect la, apasal mau jadi gangster? Typical Asian mentality, cant take criticism.

If your theory/call is flawed or mistaken, take it like a man la.. errr unless you're a woman??

Haha

sally said...

sifu sam where u get overall market PE, can u recoment some website that get more FA information. Thanks.

FA investor said...

Dear sam,

Yr way of share investment is just amazing, good call on yr XXXXXX.

what do you think of PBB ? do you think it is worth for buy & hold ? my average cost is around 6.60,take profit now or hold ?

yr advice is very much appreciated.

Samgoss said...

Ha ha edmund king of spartan..cool it baby cool it...y get so fras? badly burnt by d bear ? ha ha..told u not to use TA wat !? now u believe me ? war with u ? sorry lah...no time for this kiddy thingy.. further more ..i dont think it is level play with u.

40% of my gain write off ? ha ha..my followers know it very well from all d portfolios that i posted in my blog, u dont know how to read it ah ? need help ? if u think by saying 40% of my gain has been write off can ease yr pain..well ..pls go ahead ^V^

just to give u some tips.. refer to my Nov 07 posting where i stated there sell at least 2/3 of yr holding by feb 08 b4 mr bear knocking on yr door ! 40% write off or 400% profit ? ha ha

using chart ?come on kid, i use that to show d 5 years high n low of ijmwb n ytlwb inorder to support my sales of ijmwb @1.45+ n ytlwb @ 1.50 mah...like that also u duuno know ah ?

k... this would be my last posting in yr blog, btw if u want to show us how good yr TA is.. pls show us which stock to buy in but make sure u post it b4 hand..ok ?

Once again..i say it loud n clear !

Is TA workable ? MY FOOT !

ees said...

To Winbursa Spartan,

Come on lah Winbursa the Spartan,

the more you do this thingy and using vulgar words, the more newbie investors will look down on TA, because the way you speak and the way you behave seems like representing TA, but you are destroying the TA image lah

All new investors will shy away from TA after seeing how you talk and without proven record.

If you wanna win over in TA, do give more TA knowledge sharing in your blog and make beforehand call using TA technique and prove that with TA can make lots of $$ confidently, then there will be flock of new investors coming to you begging for knowledge.

Sorry man, i'm just being honest and my point of views are representing a group of new investors here

Felix Ooi said...

I do recall SAM saying he will be out of market by CNY 08. It was somewhere in Nov. 07 or even earlier.

det said...

提防通脹焦慮寄生蟲

沈雲驄﹕財經評論家,早安財經文化發行人。

我常說,金融市場上有一種人,叫做「焦慮寄生蟲」。他們的專長,是找出市場上投資者的焦慮,然後附著在焦慮上賺錢。

前幾年,利率一直跌,有「低利率焦慮寄生蟲」,抓住人們對於存款利率太低的焦慮,大聲叫賣號稱報酬率更好的投資工具;現在,物價漲聲四起,你會看到更多「通脹焦慮寄生蟲」,四處撩撥人們心底對物價上漲的不安,並藉機販售金融商品。

這種通脹焦慮寄生蟲,其實很好辨認。第一,這些人在談投資的時候,基本上沒什麼理念與主張,你的焦慮在哪邊,他們就往哪邊去;他們也沒有什麼金融倫理與堅持,今天可能告訴你一套,明天可以面不改色地換上完全不同的說法,只要能從市場的焦慮中撈到好處,都行。

第二,這種寄生蟲表面上會裝作很替投資者設想,實際上他們更重視的是自己的業績。不管他們販賣什麼樣的金融商品給你,無論給你什麼樣的理財建議,他們該賺的錢,都不會跟你的報酬率掛。而你的報酬率,得看你自己的運氣,與他們無關。

其實,早在油價快速飆漲以來,這些通脹的焦慮寄生蟲就開始活躍,受害人與日俱增。拿股市來說,這些寄生蟲不斷聲稱,當高通脹發生,存款的價值會萎縮,投資者不該傻傻的把錢放在銀行裏,必須積極向他們買股票、買基金,才能避免資產縮水。

結果呢?看看剛剛結算的今年上半年全球股市成績單,根本不是那麼回事。通脹鬧得越兇,股價跌得越慘。從一月起算,追蹤全球主要股市變化的MSCI世界股價指數,掉了百分之十一點七,這是該指數二十六年來最糟糕的紀錄;其中,美國的標準普爾五百指數跌了百分之十五點五,英國的FTSE100指數掉了百分之十四點四,歐洲更慘,FTSE Eurofirst市值整整蒸發了兩成。至於原先世界炒得火熱的亞洲,照樣從高處摔下,截至六月底為止,跌了一成三,是一九九二年以來最糟的一年。也就是說,無論你買亞洲、美國、歐洲,都是賠的。

對此刻焦慮中的投資人而言,這正是最好的一課:在不確定的市場中,持有現金,有時候可能是報酬率最高的一種選擇。沒錯,通貨膨脹確實代表著存款的「價值」會縮水,但絕不代表股票就比較值錢,更不意味你應該趕快拿存款去投資。好的投資者都知道,無論任何時候,都應該維持最適當的資產配置,不應將過多的資產投入股市。

這也就是為什麼,近來許多數字都顯示,大企業、大型基金經理人都在前景不明朗的情勢下,選擇保留更多的現金。台灣政府上週說,要保險業拿出高達八兆台幣的資金投入股市,協助護盤。不過,企業的做法剛好相反,截至今年四月底止,台灣整體壽險業者投入台股的資金,只有約六千億元,只佔了整體可用資金的百分之八;跟去年同期相比,包括國泰人壽在內的多家業者,今年的持股不增反減。

不是說現金會縮水,為什麼這些業者不去投資,反倒滿手抱著現金?答案很簡單:國際上不可思議的高油價,進退兩難的美元,都讓很多企業經營相對困難,不放心,自然寧可不投資。拿美元來說,去年大家都在等著看印度、越南、泰國、南韓等國的貨幣升值,轉眼間,今年以來,這些國家的貨幣全都豬羊變色,兌美元不升反貶,投資這些股市的,套牢者眾。還有油價。五年前,一噸鐵砂約三十美元,現在,國際鐵砂報價來到九十美元;五年前,從巴西運到日本的運費只要十美元,現在,九十美元。很多企業都吃不消,遑論獲利成長、股價續飆?

當然,人們這次對通脹的焦慮,是可以理解的。這場世界性的通脹,沒有幾個國家能倖免。摩根士丹利說,現在地球上已經有四成二的人口,陷入了兩位數字以上的通脹之中;世界上人口最多的十個國家,也有六國的通脹率超過兩位數,另外四國,就算低於百分之十,也壓力沉重。德國十五年來物價沒這麼貴過,西班牙通脹率創十一年新高。

在這種高物價的預期中,消費者信心也受到明顯的打擊。在美國,今年五月份,密西根大學所公布的消費者信心指數罕見地跌到五十九點八,上週該大學公布六月的數字,進一步滑到五十六點四,愛花錢的美國人從一九八零年以來,沒這麼悲觀過。在歐洲,剛剛公布的企業信心調查也很不樂觀。從中國到埃及,從葡萄牙到阿根廷,人人都在忐忑地算計著自己未來的荷包。

可以確定的是:沒有人知道這波通脹會在什麼時候緩和下來;也沒有人能回答未來你我的現金會以什麼樣的速度縮水。怕錢縮水的人,與其隨著通脹焦慮寄生蟲盲目起舞,不如靜下心來,重新安排自己的收入與支出,耐心地等待好的投資機會。否則,在充滿不確定的情勢中貿然行動,可能讓你的資產面臨更大的風險。

文章转载致《亚洲周刊》

kanno8 said...

hi sam,
i also have the same problem.where
did you the market PE?hope you can help..

thanks

ees said...

To Edmund the Spartan,

oh no, i think Darlie Singh from fusion blog will shy away from you too... the TA experts there in fusion are distancing themself from you already... you have 300 TA spartans but slowly they all will shy away from you lah. :(

see, Edmund what you've done in these 3 days that destroying the TA good image?

Edmund and Sam, lets patch things up and cool off. Will ya?

Samgoss said...

2 kanno 8,

d simple way is buy d edge n find it yrself or d hard way , total up all d index link stocks's PE n divide it with them to get d average PE of KLCI.

at this moment , we r trading around 12+-.

Samgoss said...

Though I am more on BA side, but i hv to say Shabery has done a good job ! though he keeps doing personal attack on anwar n abit out of topic , but u hv to give him some respect ! d most killing part he pointed out was :-

Apa yg di janji oleh saudara anwar sebelum March 08 adalah minyak diturun serta merta dari 1.92 selitre jika BA ambil alih kerajaan. d point here is "Turun serta merta DARI 1.92 Not from 2.70 !!! anwar lose lots of points from here , this show BA is telling lie to win votes ! bukan ?

Shabery said" kerana sokongan dan pengurusan yg cekap kerajaan umno, oleh demikian, Petronas dapat menjadi syarikat yg handal dan antara syarikat yg paling untung di dunia !"

My foot! first.. tell me which oil company didnt do well in past decade ? it is just like someone inherrited billion of dollars from his father, what is so proud of that ?

Second : Kejayaan Petronas adalah disebabkan oleh pengurusan yg cekap dari kerajaan umno ? then what about huge losses inccurred by MAS , Celcom, Renong, Perwaja steel , Bankbumiputra n.... u called that cekap ? cekap yr HEAD !!! ha ha this UMNO guy is really horse doesnt know its face is long like darlie singh !

If u talk about high inflation in venazula n iran, y not u compare Msia with Singapore n Hongkong ? though their oil price r more expensive than us but their incom per capital r much much higher than us ! dont forget our cars r more expensive than these 2 countries also ! tak masuk akal langsung !

Conclusion, No winner from this debate ! though facts presented by Anwar r more solid but he has eaten his word of " turunkan harga minyak serta merta FROM 1.92 !

2 be frank, Anwar is underperformed today, he can do much better than that, may be he is under pressure due to d arrest warrant issued by Bkt Aman this afternoon^V^

mw_eric said...

Sam,

I'm very impress with your calls and I've been following your blog for 6 months, read most of your blog entries. I got to say, your timing and call for YTL-WB and Tenaga was very good indeed.

Could you add me to your mailing list? Thanks in advance eric.leong.2000@gmail.com

elizabeth said...

I watched a bit of last nite debate.. I think BA supporters would not be swayed by the performance. We all know that harga mesti naik, except, we lost confidence in the present crop of leaders to manange with integrity, efficiency and transparency.

In he mean time, daily bursa volume is pathetic..

Siang said...

Hi Sam,

I have been follow ur blog for sometime. Can add me in your mail list? Thanks.

My mail is scsiang82@yahoo.com

Unknown said...

Sam,
Can you please add me in your mailing list? I hope i can learn something from you and earn something from market. Thank you.
szejeat79@yahoo.com

Unknown said...

hi sam,
can u add me in ur mailing list as well? thank you
szejeat79@yahoo.com

ahwah said...

"Wan Farid was commenting on the arrest of Anwar, who was picked up in front of his house in Bukit Segambut for investigations after a former aide had lodged a sodomy report against him.

Asked why the police had not waited until 2pm before making the arrest, Wan Farid said: “What's the difference between 20 or 50 minutes?”"

once again, gov never keep the promises.. this “What's the difference between 20 or 50 minutes?” was a big joke... lol..

ws said...

Dear Sam,

I have emails you some questions.. hopefully you can answer it. You can answer here or to my email as I m still learning FA.

tq~

KH said...

Uncle Sam Tai Loh,

Please add me to your email list

chen_kh@hotmail.com

Thank you.

Unknown said...

Sam,
Kindly register me to receive your mails. Keep up the good work. Thanks.

my email: ahmadahkowsamy@gmail.com

FA investor said...

Sam, the backhander seng show off his call after hand statement again>

@@@@@

Seng: Morning newbie. I'm great! Yes, in the morning, I shorted FKLI, and covered before lunch. Yesterday night, I went long on FKLI. Very, very lucky.
17 Jul 08, 08:56

newbie: Good Morning Seng. How are you and hope you are fine. Where were you yesteray ? busy shorting fkli ?

@@@@

What a shame , why need to wait till this morning to say it out ?

Samgoss said...

Ha ha..another typical backhand smash by darlie singh again.. know y he tell newbie that he has long position yesterday noon ? cos he saw DOW rose 275 points yesterday night, that's y he posted in early morning saying he has long yesterday..ha ha u r not 16 lar.. macam ini pun u nak show off ah ?? y dont u post yr long future yesterday night ?

guys, i hv shorted KLCI yesterday morning n cover back in noon also..profit in pocket 5 figures gain..believe me ? ha ha

2 loke.. when to buy, base on which criterias for stock picking, all stated clearly in my previous blogging, check it yrself.

As for y do i care sharing ? simple..bcos it is street money , helping newbies to make money will grant good karma for me n my next generation, at d same time, i can shame all d TA buggers with my FA method.

One stone 2 birds, y not ??

woww mkt turns red liao...trust me... darlie singh will come n tell u he has close his long contract this morning with fuyohh fuyohh gain..right darlie singh ?

fyi, i did d same also..i close my long position with 5 digits gain in hand..u dont believe me ah ? come on... not all d TA traders d same mah ? not correct ah ?

ws said...

Dear Sam,

what do you think of GUINESS? I have holding on them and because of political issue, this counter is not moving and stuck in between 5.20 and 5.30. Should I unload it? I bought some at 5.30

Samgoss said...

2 loke, guiness is a high dividend yield FA stock, its dividend is better than FD return, good defensive stock in bear mkt.

Guys, my next TP buy for XXXXXX has been revised down to 0.40 10% , 0.35 20%n <0.30 40%. XXXX<0.40 is highly possible , seems like KLCI is heading towards 1,000 in second half of 08, Yan yAn yan !

Yah b4 i forget, as i mentioned in my previous posting,u should let go yr property n construction stocks , if u still havent dispose yet, u r advice to do so... interest rate raise is imminent, there would be another round of sell off

Samgoss said...

A sandiwara is on...

first , Andy Lau kena arrested , released today

followed by Kojak arrested n released on d same day also.

step by step...bit by bit . u c what i c ?

Someone days r numbers !

Arrest andy lau is 4 roadshow only..d main motive behind >>>??? ha ha

Just like u hv 2 assistant managers who r now threathening yr position , u need to get rid of one of them.. if u hates A n wanna to sack him , what will u do ?

sack him directly ? if u do that..u r actually forcing d tiger jump over d wall...

d best stratergy is " find excuses or "pain leg " to hunt him down, do it in more democracy way, get both of their "pain leg", disclose it in public ! d one with "SERIOUS PAIN LEG" will die first !

It is too bias to hunt one without hunting d other one ! hence, u need to hunt both of them at d same time to show that u r fair to them.

who has "SERIOUS PAIN LEG " ? which case is more serious ?

U C WHAT I C ?

vince said...

Dear Sam,

Yan-Yan-Yan ^V^, i put $$$ in FD make it more difficult to reach .......

Plan to load for XXXX after Sep-Oct (1/3), after olympic and seek more firm on local political direction, appreciate your comments.

What you think on Bursa, to load after KLCI <1000, its 52w-high 16.9and low 6.35, possibility to reach single PE with entry < 5, and hold for 2-3 years for > 100% return is possible?

Appreciate your kind advise.

Ivan said...

Sifu Sam ,

I had dispose all my Airasia and jumped in to XXXXX just now.

Just to ask your opinion coz i am very confused now. Oil are dropping heavily in a week to 130.

Theoritically it can benefit XXXXX. You still maintain ur TP for XXXX to 0.40 10% , 0.35 20%n <0.30 40%. XXXX<0.40 ?

det said...

Worst crisis I have seen: Wee Cho Yaw

VETERAN banker Wee Cho Yaw has seen many economic crises in his 48 years in the banking business. Yet UOB's chairman, who is now in his late 70s, says: "I believe that this current financial crisis is the worst I have encountered."

"It is a deadly combination of the United States sub-prime mortgage mess, severe credit crunch and unprecedented inflationary pressures," said Mr Wee, delivering a sombre message to students graduating from National University of Singapore (NUS) and about to enter the job market.

Mr Wee warned more of more possible financial writedowns around the world from an industry that has already chalked up US$400 billion ($544 billion) in losses and writedowns so far.

"But this is still not the end of the story … a:nd this is what frightens me most: No one can tell me how much more will be written off because no one really knows the size of the collateralised debt obligations market before its collapse," said Mr Wee, who was conferred the Honorary Doctor of Letters by NUS yesterday.

The International Monetary Fund estimates global writedowns and losses from the mortgage crisis will hit US$945 billion. Compared to some of their US and European counterparts, Singapore banks have emerged comparatively little scathed.

While Mr Wee believes securitisation started out as "innocuous" to help banks spread their risk, it has turned into a nightmare for credit markets since the first quarter of 2007.

He said the crux of the subprime problem lies in the transformation of the financial industry and corporate culture into one that encourages financial players to focus on short-term gains.

Recalling how the banking industry was "pretty straightforward" when he joined 48 years ago, Mr Wee said banks have now branched out into exotic derivatives and structured products which are not limited by capital ratio considerations.

While he urged regulators around the world to step up bank supervision with tougher rules on issues like transparency and risk management of exotic trades, Mr Wee noted: "There will always be creative people who will find ways to beat the rules."

Samgoss said...

Good swap mr goodluck..but still i think u shouldnt swap all to XXXXX, see ? mkt is heading south again ? 1,000 is highly possible liao...

Last reminder to those property n construction stock holders , Now or never ! u yet to see d worst from this 2 sectors, their next next coming QE would be a "DIVE" from sky, dont wait till then only u chop !

2 gd luck..yes my XXXXX TP buy is still on, just that i hv lower my tp by 10 bids liaooo..

when damage was done, it take long time to recover...

Bursa good buy ?? well... not at its bottom yet, is not time for bottom fish..

If u interested on blue chip , these r my TP buy :-

Resorts <2.00, Genting < 4.00, parkson <3.80+-, Maybank 5.00+- n... impossible ? still too early to say that !

But still I prefer XXXXX < 0.35 ! wowwww KLCI down 20points liao... is KLCI 1,000 to far to reach ??

FA investor said...

Sam , I think someone is trying to spoil yr reputation in king spartan blog, take a look yrself.

GK said...

sam, market is really really bad, volume is pretty small, KLCI <1,000?!?! OMG.

Samgoss said...

2 fa investor, thanks 4 yr alert, i just read that, ha ha... no time for all these kid thingys, said what they like, 2 peaceminded n edmund , u think by posting that can ease yr pain of share losses, well... pls go ahead ^V^


2 Ms Ivy, lost of shine is not determined by shit player, shine or not r all depends on track records ^V^

From yr posting , i can see that u follow very closely on my blog, thanks for showing interest on my blog,how was d food served in vietnamese kitchen n king tart ?

let me know d feed back if u dont mind ? thanks yah !?

2 FA invst n all , do not post up edmund blog add here, I think he needs attention from us, I hv no obligation to give him free publicity ! ha ha ,d

FA investor said...

Sam,

Know why all these happened on you ?

because of 人怕出名豬怕肥^_^

vince said...

Dear Sam,

Thanks for the blue-chips hints and agree-agree-agree with you on XXXX, at < 0.40 or even 0.35 is very-very water liu-liu, something like sure WIN.

Maybe a bit kiasu, when i can't yan, will go in a bit at 0.45.

Ivan said...

Sifu Sam,

I trust in you & hopefully she can come down <0.40. I throw all XXXX at losses 2cents in single daytrade. PAIN in heart. Heavy loss and $$ burn js like that. Better do some protection n wear helmet although pain.I rather i will get killed when hunting.

Want to tame it Gao Gao shld it come down to 0.40.

ees said...

this winbursa has created a mess on his own lah. This is karma loh...let him fool around with himself lah. The way he speak you know he is a kiddy kiddo

We move forward and concentrate on our FA.

XXXXX is a gem not only because she has very stable earning (both overseas and locally), though I would say her local earning was quite politically patronage at early stage but the government must honor the business agreement. The agreement may have another 15 or 20yrs to go...i forgot already. So her local earning is a medium risk.

Most importantly, she has a cash deposit of close to RM7billion...aint bad isn't it? :) She is cash queen and this will make sure she has the stability during downturn.

EC said...

I'm impress with yr statement of street money and good karma,

Live well pal ! And dont forget the less fortunate !

ivy said...

To: SAMGOSS

My pleasure, because I never thought you will seek for my comment.

You know, when I'm pure FA and a newbie to share market, I've sent some e-mail to you to seek for some advise but never heard from you. So, no choice but become a silent reader of your blog. And today I'm FA + TA, maybe 60 FA, 40 TA, hahaha!

Well, I like the snack of Vietnamese Kitchen and I love the egg tart of King Pie. Keep up the good work!

Happy Trading.

Newbie said...

Dear Sam,

May i know where is your restaurant located and its name. I will be coming down to KL with my family in the next 3 weeks and wud like try out yr restaurant and to meet you in person.

Hope to have your reply.

Best Regards,
Newbie

cstan81 said...

Dear Sam,

Have you noticed that XXXX have the remarks that the exercise price will increase annually
though the amount can be consider
small....

Will it harm the XXXX performance?

Seek ur kind advice....

Samgoss said...

^V^
Dear Newbie, wanna to meet me ? wanna to belanja me bcos of Tenaga @6.75 ah ? ha ha..thanks in advance, i dont think i will be around at that time, most likely i will be away for biz trip. thanks yah ^V^

U can try d one in mid valley or another one in cheras leisure mall. let me know yr view on d food n service, thx.

Cstan, that one is minor , look for mid n long term, think of d time factor, d compounding int would be 1,250 x 4% (FD rate) x 10years = RM925, this 925 alone is more than its current price liao...know how i get my RM925 ?? simple >>

1,250 x 1.04)=1,300X 1.04 = 1,352 x 1.04 x.....for 10 years u will get RM1,925 at d end of 2018 , hence 1,925-1,300= RM925..

RM925 is almost 2 times of its current price.

See d gem ? see d value ??

I am sure some of u may not understand what i am trying to tell, well... i will do a write up n mail it to u guys in near future.

I am not sure <0.35 is possible or not, if u holding zero position on this XXXX, u r encourage to buy in stages start from 0.50, for me i will only trigger my next levels buy @ 0.40 ..coz my avg cost is >0.55, hence i need to buy it as low as possible.

2 newbies, put yr saving in XXXXX , instead of saving some of yr salary under FD, y not u put it on XXXXX, superb return guaranteed in long term.

2 IVY, thanks for yr feed back, very much appreciated.

Unknown said...

Sam,
I do agree that investing in warrant, one could save that extra money in FD which yield 4% PA. However, mother share give dividen n warrnt not. Current div yield of XXXXXX is 7%. In that sense, isn't it more worth to invest in mother share than the warrant? Of coz, that does not taking into account the leverage factor or "small knife cut big tree". Just for discussion. I did follow your call to accumulate the warrant. TQ

Newbie said...

Dear Sam,

Ok I'll go to the one in Mid Valley but wat is the name of yr restaurant ? as i'll be staying at Bul Hotel so is very convenient for me and my family.

Aiyoh want to treat you for dinner also no chance.

Best Regards,
Newbie

Samgoss said...

2 Chensd,u r wise, u know what i am talking about... yes, u will get dividend from its mom BUT this is no guarantee , if she doesnt meet its target earning, u may not get 7 % , besides this, dont 4get its leverage also..

if mom rose 20cts, most likely son will follow d same also, but 20cts rise in son is a big big return in term of percentage , check around , no others can offer u good premium with maximum time frame like our XXXX ! point out one if u can !

2 newbie, wanna to belanja me ? ha ha dont be so upset , know y ? bcos d night is still young ^V^

Yah..b4 i forget, if u think yr 80K profit from Tenaga is a big deal, perhaps u should compare it with XXXXXX in 3 years time, then only u know what is " u havent seen big snake pee b4 " ha ha...

KK myFoot said...

Hi Sam,

It's B.T. here.
Have been your silent ready since 2004 as a newbie but do see your success in using your Pen Knife (is that small enough ???). Hope to have the privileged to be included in your mailing list.

axianlaoshi@yahoo.com

Thks in advance.

yueer888 said...

DearSifu Sam

In regards to your last call to sell property and construction stock, in your opinion, how much more would plenitude and ytlland drop? I have lost 30% and 50% respectively on these two counters.

Thanks in advance.

Samgoss said...

bz, D ONLY THING I CAN SAY IS " short term pain long term gain " ^V^

if not bcos of that, do u think we can get it at present price ? bear in mind, its main earning contributors r from oversea not local , see my reasoning here ?

2 newbie, u can see yr sifu keeping so quiet now, know y ? coz he has long kLCI future last week, mkt went down > 30 points since his long, did he tell u he has stop loss liao ? he is keeping so quiet after that..see ? told u oledi.. u can only see good news from his blog, bad news all kept it under pillow liao >>

***
Seng: Morning newbie. I'm great! Yes, in the morning, I shorted FKLI, and covered before lunch. Yesterday night, I went long on FKLI. Very, very lucky.
17 Jul 08, 08:56

newbie: Good Morning Seng. How are you and hope you are fine. Where were you yesteray ? busy shorting fkli

***

Hello darlie singh , i didnt see u post any stop loss call after that ? y ? feel faceless ? come on singh , if u like to show off yr back hand fuyoh pick, u must also need to tell us yr forehand holland call also, bukan ?

2 yueer, see ? plenitude is a cash kow solid FA property stock, still she slide when mr bear comes, proven again, when Mr bear comes, be it FA or shit stock, all across d board >>> DIE !

Since she has dropped more than 50% liao..no point selling it off cos she is still way below its fair value, is a long term hold, as for ytl land..u can consider to swap it to XXXXXXX.

u decide bro.

CH Tan said...

Hi, Sam

At this time( beginning of bear)besides wait,wait,patiently wait,and your secret pick, what are the sectors that we can do some work to find the diamond among the rocks to be the first to enjoy the fruit of reversal.

will you think still in the sequence of oil & gas,plantation,metal?

Please enlighten me if you have the time

tanhin

Anonymous said...

Sam...
Didn't know you have a mailing list. Just graduated and still very new to investment. Can you add me to your list?
iamyuanwu@yahoo.com

I love the tomato carrot beef dish in Vietnam Kitchen. Yum!
Will 'bong chan' more, now that I know you own the place.

GK said...

Hi all,

Just to share with all of you.

1)DIALOG(Target Price: RM2.02)

ON A PE BASIS, DIALOG ARE VALUING USING A SUM-OF-PARTS METHODOLOGY COMPRISING DCF FOR ITS TANK TERMINAL BUSINESS AND PE FOR ITS EPCC AND MAINTENANCE SERVICES DIVISIONS. ITS EARNINGS ARE SUPPORTED BY ITS ORDER BACKLOG OF RM1.5BN, PARTICULARLY EPCC REVENUE. THERE IS MINIMAL RISK OF COST-OVERRUNS AS INPUT MATERIAL FOR THE CONSTRUCTION OF ITS TG LANGSAT TANK TERMINAL I HAVE LARGERLY BEEN SECURED. THE RISK OF DOWN-CYCLE IS CAPPED BY RECURRING INCOME FROM TIS TANK TERMINAL OPERATIONS AS WELL AS MAINTENANCE SERVICE.


2)KENCANA (Target Price: RM2.95)

MANAGEMENT WAS CONFIDENT THAT THESE CONTRACTS WILL MATERIALISE OVER THE NEXT 3 MONTHS AS 50% OF ITS IDLE YARD CAPACITY HAS BEEN BOOKED FOR ORDERS FROM PETRONAS, CONTRACTS INCLUDE RM500M IN PRODUCTION FACITILITIES CONTRACTS FROM SHELL AND PETRONAS CARIGALI, US$150M FOR THE CONTRUCTION OF MERMAID-KENCANA AND CHARTERING CONTRACT FOR MERMAID-KENCANA.
KENCANA HAS TENDERED FOR 2 BIG CONTRACTS, INCLUDING THE RM2BN SABAH OIL & GAS TERMINAL (SOGT) PROJECT AS WELL AS US$1.5BN SAUDI ARAMCO PROJECT.
KENCANA ALSO PREPARING TO ACQUIRE SOME VESSELS OR A STAKE IN A VESSEL OPERATOR AT END-2008. THE COMPANY HOPES TO OWN VESSELS WITH PIPE-LAYING AND HEAVY LIFTING CAPABILITY TO COMPLEMENT ITS FABRICATION BUSINESS TO MOVE FROM EPCC TO BEING A COMPLETE EPCIC SERVICE PROVIDER. WITH THE OWNERSHIP OF VESSELS, GROSS MARGINS FOR FABRICATION POTENTIALLY EXPANDING BY ANOTHER 5 % AS THIS WOULD REDUCE THE OUTSOUCING OF COMPONENTS. OVER THE LONGER TERM, THE COMPANY IS LOOKING INTO SEMI-SUBMERSIBLE CONSTRUCTION THAT WILL BOOST ITS ORDERBOOK AS THE CURRENT MARKET PRICE FOR A SEMI-SUB IS ROUGHLY US$600M.

Thank you.

cstan81 said...

Dear Sam,

Thanks sam.
Yes, i go it.
Instead of buying the mother share, put the extra 1250 in the bank for FD...guarantee return!

Salute on you, bro!
Waiting to bottom fishing...

Ronan said...

Hello SAM, i really like the way you sharing your analysis!! it would be the direction for me to JUMP down to the Malaysia market!!haha Can u add me to ur list? my email is jerhaur84@yahoo.com.sg i want to learn from you SIFU!!

Newbie said...

Dear Sam,

You still haven't tell me the name of your rest in M.Valley or if you prefer to tell me in private i can be reached at
newbiefatt88@yahoo.com

Waiting for yr reply.

Regards,
Newbie

Samgoss said...

Dear 陈全兴,

there r 2 choices for one to invest in bear mkt,

1) Buy high dividend yield blue chip stock esp those traded with PE < 10.

2)even if they r not high dividend payer, buy if blue chip selling to u @ around 7+-, it is still worth 4 consideration.

try to avoid property ,GLC n construction stocks, if u doubt , let see what happen to their shares price by end of this year or begining of next year ^V^

Oil n gas srctor also not a bad choice but u r advice to bottom fish them @ PE < 10 also for safe play.

freshie said...

dear Newbie,
Uncle Sam restaurants: -
Vietnam Kitchen http://my.88db.com/my/Services/Post_Detail.page/food_beverage/restaurant/?PostID=116399

King Tart
http://www.foodpoi.com/2008/02/john-king-egg-tarts-king-from-hong-kong/

you may find the restaurant name and address there :D

thank you

CH Tan said...

Dear Sam

Thanks for your quick reply,look like I still got a lot of work to do.

NO1) HIGH dividents blue chip with PE <10

NO2)if no high dividents PE < 7 worth to watch

yjpan said...

hi Sam, talking about O&G, there was one mentioned in ur blog: EPIC, it has a great cash on hands (which is > than the company total liabilities) but somehow it seems very very quiet and the price keeps dropping until now hanging at 1.56. I got it at quite a high price than this (that time PE=10+), no idea if it is wise to sell off at this level and bottom fishing it later, any advice?

det said...

- 名家手笔 -
●冯时能 股票研究人

分享集: 趁熊市建立高股息组合

最近一家英文财经日报形容目前的股市,为一场“完美风暴”(A PERFECT STORM),意思是说这场风暴是由所有不利因素凑在一起形成的--石油价格暴涨,次级房贷余波荡漾,国内政局充满变数,所有这些因素,不约而同,在同一个时间内出现,导致股市人心惶惶。

再加上一些投资研究机构和预言家,预测股市会跌破1000点,使投资者有“股市末日”之感。

有人问我:“股市还会再跌吗?”。坦白说,我不知道,我也不认为有谁会知道。

所有的猜测,都是根据目前已知的宏观和微观因素作出的。而这些因素分分钟在变,当这些因素改变时,预言家的预测,可能马上来一个180度的转变,所以,如果你根据预言家的预测作出投资决定的话,你会疲於奔命。

逆向投资

反向投资者必须养成一种习惯,当所有的人都看坏股市时,就应该从相反的角度去看股市。

股市中的每一宗交易,其实都是一半人看好,一半人看坏的具体表现。如果所有的人都看好的话,就不会有卖家了,同样的,如果所有人都看坏的话,就不会有买家出现了。目前股市仍相当活跃,说明了有人看好,有人看坏。所以所有报章上出现的预测,或是预言家的猜测,只是股市中无数看法中的其中一种看法而已。所以,任何的预言,只能作为参考,切勿尽信。

造成目前熊市的罪魁祸首是油价,油价在短短的一年中暴升一倍,是不是纯粹因供不应求造成的?有可能长期持续下去吗?

历史经验告诉我们:其进锐者其退速。抛向天空的铁球,一定会跌回地面,因为铁球不可能在“空”中找到支撑点,支撑点必然是在“实”地上。油价如果不是供求失衡造成的,则总有一天会暴跌,届时国际经济的景观就不同了。

洪峰已过

次级房贷闹了整年,已沉寂下来,相信“洪峰”已过,把眼光放远一点,就不会那么悲观。

至於国内政局,我始终认为,这是两线制这个婴孩诞生前的阵痛。国家独立五十年,人民早已过了“不惑”之年,看事情已更理智,只要执政党和反对党遵循宪法,国家的稳定将持续。

所以,以反向的角度看,这场“完美风暴”提供了有胆识者一个机会,以合理价格买进五星级股票的机会。

经过一轮的大跌,投资风险已大减。目前的企业已更健全,财务管理已更小心翼翼。更重要的是,绝大部份好股都没有负债或负债率不高,1997年金融风暴的情况不可能出现。因为大家已系好完全带,渡过“完美风暴”,绝对不成问题,业绩表现虽然参差不齐,但基本上应可保持平稳。

在牛市中,股价大涨,周息率(股息收益率Dividend Yield)只有3-4%。经过这一轮暴跌后,许多五星级股票的毛周息率,高达7-8%,已比银行定期存款的利息高一倍。

这实在是一个建立高股息股票投资组合的良好机会。

高股息五星级股票的股息收入,也比屋租更高,买进作为长期,比买屋更划算。

Samgoss said...

Hello freshie wong, u sound like big share holder of vietnamese kitchen n king tart lah..ha ha..macam ini pun boleh ah = kam tol tak ??

2 Tankim..exactly what i said >>>在牛市中,股价大涨,周息率(股息收益率Dividend Yield)只有3-4%。经过这一轮暴跌后,许多五星级股票的毛周息率,高达7-8%,已比银行定期存款的利息高一倍.

这实在是一个建立高股息股票投资组合的良好机会。

高股息五星级股票的股息收入,也比屋租更高,买进作为长期,比买屋更划算。

i forsee mkt will down further , it is still not time to SAILANG all, d most ideal stratergy is 10% @ KLCI 1,090+-, 20% @KLCI 1,050 n 50% @ KLCI 1,000.

2 Yih, seems like d take over deal is not on yet, yes, FA wise she is still solid butlike i said, when bear comes.. all hv 2 kow tow 2 her ! I hv swap my 6 lots of epic to XXXXXXX last month liaoooo.

Samgoss said...

Religion is not d cause of terrorism ! if u dont bully people , they got no reason to attack u ! u help them once , they will do d same when u r in trouble , read this >>>

奥运会开幕式,请您为巴基斯坦起立鼓掌![论坛二头条]
转帖:原文/wudiyouou

2008年8月8日晚上8点钟,当各国运动员在鸟快巢依次走进运动场时,请你不要忘了这个国家.........巴基斯坦入场时,请自己站立鼓掌.许多人都向地震中的汶川伸出援手,其中也有我们的邻邦。“动用国家全部的运输机”、“搬光国家战略储备的帐篷”这种倾囊相助的国家,就是我们坚定的盟友-巴基斯坦。
  
巴基斯坦在汶川中的感动还不仅仅是这些。当巴基斯坦的首批医疗队赶赴灾区的时候,我方的接待人员想给医疗队员做出妥善的生活安排的时候,他们的领队回道:不用操心医疗队的吃饭、接待问题,他们是去救人的,有菜叶吃就行。
  
  中国人有句古话:患难见真情。巴基斯坦的朋友在我们需要帮助的时候,给与我们最及时的帮助,这些援助对他们而言就是倾其所有。
  
  巴基斯坦对我们的帮助还不止这些。
  
90年代初,美国在联合国大会公开提出要求全世界制裁中国。美国曾经以援助大批过剩军事物资,部分新型战斗机,以及不少于每年500万美元的援助,要求巴基斯坦离开中国站到 “民主与自由”一边。 美国没有得逞,在联大投票的时候,巴基斯坦站起来高声反对制裁中国,并指出这是毫无理由的干涉中国国家主权,这就是联大制裁中国问题议案的第一张反对票。而我们用十数万士兵生命帮助其得以完国的朝鲜却令人心寒的投了弃权票。有必要提一下就是,反对票统共有两张,还有一票就是古巴,也是我们的铿锵朋友。巴基斯坦如此表态之后,即招之西方暴风骤雨般的制裁。
  
在巴基斯坦,处处都能感受对中国人的友好,甚至西方的媒体都说,在巴基斯坦,只要你是中国人,所有的不能、禁止都能变成可能、可以,友好布遍每个角落。这得益于政府的教育,据说,“中国是我们最信赖的盟友”是写进了小学的教材里的。
  
  胡哥到访巴基斯坦的时候,欢迎队伍打出了“6星红旗”,让人心中充满温暖。
  
  为什么写这么多,我想说的是:如果没有汶川,我还不知道巴基斯坦对我们是如此的友好。国内有许多人像我一样还不是特别了解巴基斯坦是我们全天候的朋友,人民是对我们如此的友好。以前只感觉巴基斯坦还是一个发展中国家,人民也不富裕。
  
  
“知恩图报”是我们中华的美德。怎么报呢,奥运会不是开始了吗?我们照顾好我们的好朋友,在我们的开幕式上,给予我们的朋友站立鼓掌,给他们应该得到的礼遇,让他们感受到我们中国人是知道感恩的。我们的朋友虽然只有35人的奥运代表团,但是,我想透露给大伙的是,我们的朋友有一支伟大的曲棍球队。1960年,在罗马奥运会上“干掉”了印度队,此后到1984年,这支伟大的球队在历届奥运会上都没有空手,厉害吧?这次奥运会在咱北京举行,这支球队和在家里比赛没有两样了,我们要好好照顾他们的生活,给球队加油,这支伟大的球队定能重塑辉煌。
我们的国家也是才刚刚好起来的,我们的生活也刚刚改善的,我们更能体谅我们的朋友的处境,我们要真心帮助他们。
虽去不了北京在电视屏幕前的我,也会起立,鼓掌!
感谢巴基斯坦!

Ivan said...

Sifu Sam,

Do u think there is chance for XXXX to reach pe = 7.5 this year.
I take its average earning of 2 year 2007,2006. eps = 20cent.It should be traded at pe 8.9 right now

I am holding the same view as you market will futher drop base on

1. Political uncertainty (till we will know 16 september )
2.Interest rates hikes by BNM
3. Beijing olypic over, demand slow down.

1.The positive factor is that oilprice seemed retrace.


3negative agains 1 postive.

MR said...

Bro Sam,

Market is looking green. Wonder if you'd still hold on picking up bluechips like - genting, ioicorp, resorts.. etc What say you?

Cheers
MR

Samgoss said...

2 mr, DID I PICK UP ANY BLUECHIPS LATELY ? D ANSWER IS NO COZ I WAS QEUEING AT MUCH LOWER PRICE, but i do accumulate some blue chip's son XXXXlately, see I told u guys , no one can catch d bottom, anyone dare to say he knows there is a big rebound today ? sin ka like darlie singh also called to short future yesterday noon, see ? is his TA workable ? my foot !

take another look at MY AA, still remember sinka singh called to sell AA @ 0.70+- d other day ? what happen now ? 1.02 liao... though i did called to buy AA @ 0.65, but too bad..i didnt manage to catch any... uncle sam ma how pao ? perhaps u should refer to my old posting of AA is a gem @ 0.70+-.

is mkt on bull track liao ? still too early to tell.. that's y buy in stages is needed when we cant time d bottom, i dont feel happy at all seeing XXXXX shot up today, cos i hv not accumulated enough, still about 60% to go b4 completion of XXXXXX. sighhhh..hope it will come down again ^V^

Samgoss said...

someone asked me , did i bought any bluechip lately ?

well... which one u want ? forehand or back hand ?

backhand like darlie singh,..yes..i bought in 100 lots of parkson @ 4.24 d other day, sold all @4.82 today with profit of 57K $$$$$$

Forehand like i used to answer >- no i didnt, COZ I parked AT MUCH LOWER PRICE, but i do accumulate some blue chip's son XXXXlately, see I told u guys , no one can catch d bottom, anyone dare to say he knows there is a big rebound today ? sin ka like darlie singh also called to short future yesterday noon, see ? is his TA workable ? my foot !!!

i dont feel happy at all seeing XXXXX shot up today, cos i hv not accumulated enough, still about 60%to go b4 completion of XXXXXX. sighhhh..hope it will come down again ^V^

ong said...

Dear Sam,
I would like to learn from you and would be very happy if you can add me to your mailing list, my email: huat6688@yahoo.com Please let me know this counter XXXXX (small knife cut BIG TREE), thanks a lot,
ONG

BZ said...

Dear Sam,

You had warned about property/construction stocks and does this mean it is not advisable to buy mahsing now? I believe mahsing was one of your earlier favorites last year

BZ

Samgoss said...

2 BZ, mahsing ? yes !one of my favourite ^V^ I hv profited from her last Feb but no more holding now, IGB, Plenitude, spsetia, n mahsing r all taikos in property sector, but it is not wiseable to hold them for d time being, int rate n raw materials r heading north, recession on its way,it is real bad 4 property n construction counter in d coming years,avoid.

det said...

fr. HGL Research >>

刚在上周参访了华安国际(HUAAN)位于中国临沂的炼焦炉(COKINGOVEN),对公司前景依然看涨,目标价是1令吉。增加炼焦炉60万吨产量的拓展计划已经竣工,促使总激增产50%至180万吨。目前新厂的使用率是70%,并有望在今年9月增加到100%。受到量和焦炭售价双双增加的激励,我们预料华安国际07-09年的CAGR*可达25%。

我们看好华安国际因为:(1)把新产量纳入考量后,目前估价是处于09年本益比3倍水平,比起中国的上市同行折价70%以上,我们认为有关水平足以抵消任何潜在的企管风险(CORPORATE GOVERNANCE RISK);(2)中国的钢铁和焦炭制造业的宏观基本面强劲稳定:需求量每年增长10%,加上该领域进行的整合计划将导致供应吃紧。

*CAGR = COMPOUNDED ANNUAL GROWTH RATE, 复合年均增长率

Unknown said...

Dear Sam,

So in your opinion, the improved market sentiment as a result of declining oil price is just a temporary phenomenon? And the mother of all market crashes will come end of the year? Thanks.

Anonymous said...

Hi sam,

Penguin here. I think i wrote a comment here but i dont seems to see it. Sorry bout this.

But i am really interested in knowing how to invest.

May you add me in your mailing list please. would love to know your golden share xxxxx. ^^. please add me josh_ee93@hotmail.com

one more thing. what do you think od Dialog. is it a good share?

Million thanks in advance.

Penguin

alfred said...

hi sam,

been reading through all ur post whole day today, very impressive..

please add me to your mail list.

alfredtan666@gmail.com

thanks

Samgoss said...

2 aquene, yes i am very negative on d outlook of KLSE , I dont think KLCI is able to climb > 1,200in d coming months, fastest would be 1st qtr of 09, whatever u bought lately r meant 4 long term hold, if u think of quick money , sorry..i dont think it can be done ^V^

I am playing safe, i know those stuck crabs r waiting to unload their shares if KLCI touch 1,200, lots of them waiting to minimise their losses @1,200 including d FF managers.

That's y I always stressed on fund allocation, if someone tell u he has sold off all his shares n is now 100% in cash..ha ha.. they r either shares blind or big talker ! hv u ever seen warren buffet sold off all his shares n 100% in cash b4 ??

Y must we buy some shares in bear mkt ? bcos its return is much better than FD if u buy those high dividend yeild blue chip. read this >>
牛市中,股价大涨,周息率(股息收益率Dividend Yield)只有3-4%。经过这一轮暴跌后,许多五星级股票的毛周息率,高达7-8%,已比银行定期存款的利息高一倍.

这实在是一个建立高股息股票投资组合的良好机会。

高股息五星级股票的股息收入,也比屋租更高,买进作为长期,比买屋更划算。

Balance up yr portfolio, put some in cash n some in FD, my FD is in form of shares = high dividend yield blue chip.

A wise investor should know how to allocate his fund, minimise yr holding when we r in bear mkt n maximise yr holding when we r in bull mkt, dont u think this is more pratical n more realistic than those TA loser like darlie singh ? he always tell u that he is in 100% cash when mkt crash n fuyohhh here n there when mkt bounce back, bukan ?

FYI, my cash vs shares ratio is now stood @ 0.82 to 0.18, will buy more XXXXXX @ 0.40 n below.

kikilala said...

Dear Sifu Sam,

i m stil learning in this share market.besides looking at PE,wat else u look for when u pick stocks in the bear market?and can u analyse wat other sectors tat got good future?thank u very much.

MR said...

Bro sam,

Moments after you replied, the market turned RED.. haha

Any connection..? maybe you're responsible for the "Hardware Failure" too.. :)

Cheers
MR

~*ChEnG*~ said...

NO windfall tax a bit regret did not fun sai san in this counter but anyways a gain better than none. BTW vietnam kitchen is like the onli vietnam chain i go to... i dunno y but the food there is great i like vege a lot but the stirfried vege there rawks, Thks uncle lim /sam

pharmalogik said...

thanks for sharing your knowledge with us .. i have learned a lot from you..

Danny said...

Hi Sam...would like to say thank you to you for your sharing...earned some from airasia..

Best Regards,
Danny

Phil said...

hi sam,
Long time i never leave any comment here.
I followed your advise to sell off my property stock ie glomac at 80cts. Now trading at around 75cts. :)

What happen to my email, you throw away already huh?

my email : philipchew70@gmail.com

thx.

Samgoss said...

Friday July 25, 2008 MYT 12:34:26 PM
PM okays Merc for T'ganu govt


KUALA TERENGGANU: Prime Minister Datuk Seri Abdullah Ahmad Badawi has given his blessings to the state government to use the Mercedes E200 Kompressors as official cars.

Terengganu Mentri Besar Datuk Ahmad Said said this at a press conference here on Friday.

Ha ha ha..Ahmad said looks stupid but not stupid ! he set up d trap nicely for badawi n najid to step in , now ppl started to focus on former MB's shit liaooo..ha ha good one ! u ppl doubt that merz is cheaper than Perdana V6 in term of maintenance ? ha ha he has proof in hand ! no more doubt liao...

This is called one stone 2 birds, shut badawi mouth up at d same time leak out former MB's shit for rakyat to see ! ha ha

can u imagine when come UMNO meeting time, all d Ahmad said 's gang driving Merz but bosses like badawi n najib driving Perdana V6 !?/ what a insult !

I am curious, if one day Ahmad said wanna to buy submarine for his state , do u think badawi n najib dare to question him again ? ha ha ha anyone ??

GK said...

Sam, look at this news.. haha..

Selangor exco may get Toyota Camry


SHAH ALAM: The Selangor Government is now hinting that it may choose the Toyota Camry as the official cars for its state executive councillors.

State executive councillor for Local Government, Studies and Research Ronnie Liu said the choice was appropriate as the price of the car was reasonable and maintenance cost not high.

“Personally, I feel the Toyota Camry is the best choice and have made the suggestion to the Mentri Besar (Tan Sri Abdul Khalid Ibrahim).

“However, he has not made a decision. But I feel there won’t be any objection as the Toyota Camry is much cheaper than the Mercedes,” he told reporters here yesterday. – Bernama

Unknown said...

Yup, Ahmad Said's managed to kena Idris once again, but at the expense of his own reputation. The Star's Jocelin Tan once described him as "a street-fighter type of politician with a record of volatile behaviour when under stress or challenged." Guess that means 牛精 in Cantonese, but wow he still managed to have it his way with the PM (twice actually, once the appointment of Menteri Besar and now the Merc).

Unknown said...

Yup, Ahmad Said's managed to kena Idris once again, but at the expense of his own reputation. The Star's Jocelin Tan once described him as "a street-fighter type of politician with a record of volatile behaviour when under stress or challenged." Guess that means 牛精 in Cantonese, but wow he still managed to have it his way with the PM (twice actually, once the appointment of Menteri Besar and now the Merc).

Kino said...

Hi sam,
I follow yr post frequently.
Appreciate u can add me in yr mailing list.
Many thks

nkgoh88@gmail.com
goh