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Stock Market V37: Return of the Bull, Part V, Bull vs. Bear
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jasontoh
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Aug 17 2009, 11:22 PM
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QUOTE(David_Brent @ Aug 17 2009, 11:21 PM) No Land/Construction/Infra-structure related counters? All dump lump sump to the 40%. In actual facts I already have a lot of property, constuction, steel counters that on and off also give dividend. So dunno should consolidate further or not This post has been edited by jasontoh: Aug 17 2009, 11:27 PM
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jasontoh
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Aug 17 2009, 11:32 PM
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QUOTE(mopster @ Aug 17 2009, 11:30 PM) Anyone mind to share why Bstead got attention of some sifus here ? Is it because: 1)the interim report is coming soon and possibility of dividend 2)the current rights issue pulled down the price 3)cheap (in terms of PE) 4)the bstead-or mentioned by lklatmy (is it a warrant ?) 5)other reason... thank you  I like Bstead bcoz it's my second lover and mainly because it is giving good div + with the current price (I sold at RM4.5, bought at Rm1.5), I think it will not fall back to the first time when I bought. Not sure about others.
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jasontoh
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Aug 17 2009, 11:34 PM
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QUOTE(cherroy @ Aug 17 2009, 11:30 PM) Construction is a dangerous area to be in particularly in Malaysia, as it is more political linked, contract awarded etc issue are highly depended on political decision. While some company exist just based on favourism of the political decision, not surviving and competiting in the market on its own. Not to say all construction is bad, just highlight the risk of it. Over the long term, it is always those consumer related, hard asset related (including plantation) are the one that actually give good return rate in term of dividend besides the capital appreciation side. Finance can be dangerous as well, must pick the one really good one, as finance company as shown in lastest finance crisis can be vulnerable to any fallout in economy. A surge of NPL can bring down the 100 years old finance company overnight. I'm not that into construction, but for financial counters, I believe some still worth to buy with the div yield as bonus while waiting for the Bull to return. Plantation is a sure thing
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jasontoh
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Aug 17 2009, 11:35 PM
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QUOTE(teehk_tee @ Aug 17 2009, 11:34 PM) it's just that right now, Bstead's looking cheap after the rights issue. still deciding whether plantation or construction.  ops i quote the wrong one. Cherroy already provide some insights
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jasontoh
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Aug 17 2009, 11:38 PM
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QUOTE(kroegand @ Aug 17 2009, 11:36 PM) If you think now is sux, wait later when you see tomolo. Your heart will jump out
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jasontoh
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Aug 18 2009, 09:15 AM
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QUOTE(panasonic88 @ Aug 18 2009, 09:11 AM) wow ppl is selling the Boustead OR. 2.80 + 0.80 = 3.60 now tarding at 3.67, still earning 7 sens mah  Maybe stay out of Bstead at the moment
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jasontoh
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Aug 18 2009, 12:34 PM
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QUOTE(debbieyss @ Aug 18 2009, 12:22 PM) so you mean in this situation, one has to cut loss. If you buy junk, are you going to keep forever?
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jasontoh
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Aug 19 2009, 09:58 AM
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QUOTE(panasonic88 @ Aug 19 2009, 09:50 AM) yah i believe so, chances are 50-50. but i need money to milk my daughter.  can't punt like dat. p/s: wait for my main dish Boustead to fall below 3.60. You are still bullish on Bstead? Now I'm thinking Pbbank or Bstead
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jasontoh
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Aug 19 2009, 10:14 AM
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QUOTE(danmooncake @ Aug 19 2009, 10:11 AM) Good morning all, How do you like the red army today?  Ask those who speculate. For me, your red army coming once in a while doesn't hurt
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