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 Fair value of a stock

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sulifeisgreat
post Nov 6 2010, 05:48 PM

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Theories & talk, talk, talk is fine. Now, pls recommend at least 5 counter in klse & we'll see its performance & judge with our own eyes. Thank You!
sulifeisgreat
post Nov 6 2010, 07:08 PM

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thanx for sharing sharesa thumbup.gif

QUOTE(kinwing @ Nov 6 2010, 06:02 PM)
Why we should spoon feed you?
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First & foremost, even though I talk theory of buy high, sell higher. I do give recommendations for US stocks
Now, this forum is for sharing & I DO NOT need ur spoon feeding!
But if you are going to talk theory. Do have BALLS, be a MAN & DON'T sidestep the issue by giving EXCUSES
Its for the other forumers to judge theory talk & compare it against actual peformance
Nothing to hide laugh.gif unless you have
sulifeisgreat
post Nov 6 2010, 08:42 PM

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sky1809, well we can keep a list of 30 or so list of counter in watchlist, giving 5 is no big deal, anyway this discussion goes nowhere cool2.gif
reminds me of mlm thread, going around & expanding into irrelevant topics

QUOTE(kinwing @ Nov 6 2010, 08:16 PM)
When this thread is open, apparently it is talking about how to value a company and theories are involved along the discussions.  It is not a tips giving thread.

I don't see you contribute any in the discussion instead you straight away asking for 5 counters.  It then gave me an impression that you either don't know/don't bother to know and only care about the outcome.  To be successful in investment, it's not always outcome but the ultimate goal is to go through the process, and discussion of how to find the fair value is the "process" we are talking about. So what's the point we tell which 5 counters we choose base on our on assumption that you don't know?  Again, I said no spoon feeding, unless you know the "process" we are talking about and apply your own understanding of the process to get the 5 counters to show us what you have been working before asking us to show you the 5 counters.  If you talk something with input and contribute something interactively in the discussion rather than arrogantly blame the "process" is bullshit, it would be quite a pleasure for me to talk more over here.

When you are criticising someone by finger pointing, please remember there would be 4 fingers pointing back to yourself.  Your words just reflect who you are who only like to talk cock sing song since you might not have BALL to show the "process".
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talk so much theory & giv excuses! writing 5 counters is only 1 line doh.gif
no point furthering this as u go jus go round in circle & giving excuse after excuse yawn.gif
sulifeisgreat
post Nov 7 2010, 02:19 PM

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thumbup.gif able to apply theory into practice & sharing with us

1duit is a lot of construction activities, I looking at this

Attached Image

got a spike in its volume, but its not available in the above graph. look at its accelerating eps
http://biz.thestar.com.my/marketwatch/fin_...?searchstr=5703

Fiscal Year 12/31/2006 12/31/2007 12/31/2008
Net Turnover/Net Sales 1,086,414 1,411,533 2,033,535
Net Profit 33,800 70,180 21,800

sky1809, thanks for the compliment. for every pov, there r the supporters & those anti brows.gif I am fine with arguments as it allows a neutral viewing. do keep up the flame war icon_idea.gif

QUOTE(foofoosasa @ Nov 6 2010, 11:04 PM)
I wont even bother to buy airasia, I don't see the fair value goes anywhere where in future 10 years. The price can go like crazy times 3++ but eventually will follow it true value in future.I dunno about short term..zero knowledge about it.
It is simple,it is because those analyst don't focus on business in perspective of owner smile.gif. their estimate are useful, but if they apply in rubbish business, so rubbish outcome too  smile.gif
heard of margin of safety??

As a long tern value investor:
1)buy GOOD business ( AA is a superb company, world class CEO ...but in wrong industry.. capital intensive industry..)
2)buy business that intrinsic value at increasing sufficient rate
3)Buy at great discount
I have been investing for 5 years ++ in oversea market..not so long for some of you, I only watch my portfolio once for few weeks.
all along these years, my portfolio generate compound return around 20%++(after affected by GFC)...

For the bold statement,Good strategy for those who dunno the intrinsic value  wink.gif at least better than those who buy and hold the wrong business... smile.gif


Added on November 6, 2010, 11:34 pm
PBB, NESTLE, JOBST ..
The first two every one knows it is a great company and business
PBB - trading at 15% premium to my value
NESTLE - trading at 25% premium to my value
JOBST -(edited..just realised JOBST is RM2.8 now..my fair value last month see is RM2.3 in JOBST thread)..too bad sad.gif..i just thought i want to buy it when coming back Malaysia.

will disclose more company in future.

cheers smile.gif
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sulifeisgreat
post Nov 8 2010, 08:39 PM

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aiya, wat u all discuss in the klse thread. then i just cross check TA & FA only. should thank everyone there for sharing their selections notworthy.gif
no matter wat is being recommend here. most forumers won't jus accept it & buy for fun rolleyes.gif they would definitely do their own r&d

furthermore, unless we r billionaire. wat ever counter we intend to buy. it is nothing & the action won't move the counter, compared to the BUYING POWER of the mutual funds, insurance inv link funds, sovereign funds. & do they hav the time to spent in lowyat forum or y would they even wan to come to bolehland 100%? 1% of their firepower maybe can lah hmm.gif unless we got billionaire investor in lyn brows.gif


QUOTE(SKY 1809 @ Nov 8 2010, 07:55 PM)
Muhibbah up today . Good Pick thumbup.gif
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sulifeisgreat
post Nov 9 2010, 09:18 PM

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while we await the answer, it did mention capital iq

http://tradingroom.bentley.edu/infrastruct...tware-datafeeds

I personally prefer William O'Neil (2nd last from above link) but that would mean another war argument with 99% of forumers who are FA laugh.gif

sulifeisgreat
post Nov 9 2010, 11:08 PM

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William O'Neil Direct Access won't entertain enquiries from individuals unless you are an institutional client. If anyone want to extract TA lessons from it, its going to be a really steep learning curve. Better stick to FA rolleyes.gif

http://www.williamoneil.com/PDFs/WONDACollateral.pdf

The closest search on its pricing is in a year 2001 book review brows.gif 'What the book does accomplish is to portray how generally useless fund managers are since 80% of the time they can't beat the market indexes. The book thus makes a great case to invent index funds, such as those offered by Vanguard, which simply buy the whole index and don't bother churning stocks"

http://books.google.com.my/books?id=SfQFy8...epage&q&f=false

 

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