Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
125 Pages « < 106 107 108 109 110 > » Bottom

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V67, Alex's 1447 or 1388.....

views
     
cherroy
post Dec 4 2010, 10:40 AM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(Myoswee @ Dec 4 2010, 10:22 AM)
Its just that i'm a loyal consumer on their products.

And their products are not that expensive 

My friends' auntie bought Nestle at RM 9 dont know how many years ago and that time she say it is expensive.  laugh.gif

Just like people say GAB is expensive at RM 9.xx now  laugh.gif
*
We have inflation problem so 9.xx is not expensive compared to 9.xx 5 years ago. mad.gif
Myoswee
post Dec 4 2010, 10:52 AM

Regular
******
Senior Member
1,410 posts

Joined: Jan 2010


QUOTE(cherroy @ Dec 4 2010, 10:40 AM)
We have inflation problem so 9.xx is not expensive compared to 9.xx 5 years ago.  mad.gif
*
So cherroy also agree to buy GAB at 9.65 now? cheers.gif
cherroy
post Dec 4 2010, 11:11 AM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(Myoswee @ Dec 4 2010, 10:52 AM)
So cherroy also agree to buy GAB at 9.65 now?  cheers.gif
*
Not that what I mean, just we cannot expect stock price to fall back to the level of old day.

As money become smaller nowadays.

RM9 is smaller than Rm9 10 years ago.

So we cannot say 5 years ago was RM6, now Rm 9 is expensive, as goods price are significant higher than before, which resulted company reporting higher number of profit.

8 years ago, petrol price was Rm1.10,
now Rm1.90

So if a pump station is still selling the same quantity of petrol, (let say 10 mil litres) you would see the revenue goes up from 11 million to 19 million in the period of time.
So if profit margin is staying 3%, it means company profit from 330K --> 570K.
As share price is valued at profit level, so share price will go up as the same pace with the price increase.

Recent worldwide share price surge has a lot to do with inflation as well.
Inflation can push up the share price/stock market if central banks don't increase interest rate to counteract the inflation threat.
This is clearly happening on US with QE.


Currylaksa
post Dec 4 2010, 11:22 AM

Regular
******
Senior Member
1,616 posts

Joined: Aug 2010


I don't know what's wrong with our inflation index, cost of living has skyrocketed YoY yet it's still ~2%. rclxub.gif
Myoswee
post Dec 4 2010, 11:25 AM

Regular
******
Senior Member
1,410 posts

Joined: Jan 2010


OT a bit Cherroy

As you say our paper money is getting smaller and smaller

Do you agree gold is a better way to keep the value of our investment? smile.gif


cherroy
post Dec 4 2010, 11:34 AM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(Myoswee @ Dec 4 2010, 11:25 AM)
OT a bit Cherroy

As you say our paper money is getting smaller and smaller

Do you agree gold is a better way to keep the value of our investment?  smile.gif
*
Gold can be a place, but stock market is the good place to hedge inflation as well.

I will pick stock market anytime vs gold, as with good dividend stocks, you are expecting to make 5% at least from the stock besides the capital appreciation part.

Gold price almost double from the low of 2008 crisis.
while in this period, some good dividend stock price register also double or even more from the low which not yet taking account into the 5-6% received.

cherroy
post Dec 4 2010, 11:37 AM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(Currylaksa @ Dec 4 2010, 11:22 AM)
I don't know what's wrong with our inflation index, cost of living has skyrocketed YoY yet it's still ~2%. rclxub.gif
*
CPI taking in many items into the basket of calculation, so it normalised the figure

For eg.
Toll price no increase - 0%
House rental no increase - 0%
Electricity no increase - 0%
Sugar up 10%
Petrol up 3%
Phone rate 0%

(0+0+0+10+3+0) = 13/6 = 2%

If CPI register 4-5%, it is very serious situation already.
alexander3133
post Dec 4 2010, 12:53 PM

Regular
******
Senior Member
1,716 posts

Joined: May 2006
From: JDT


QUOTE(cherroy @ Dec 4 2010, 11:34 AM)
Gold can be a place, but stock market is the good place to hedge inflation as well.

I will pick stock market anytime vs gold, as with good dividend stocks, you are expecting to make 5% at least from the stock besides the capital appreciation part.

Gold price almost double from the low of 2008 crisis.
while in this period, some good dividend stock price register also double or even more from the low which not yet taking account into the 5-6% received.
*
Anybody knows what is the annual inflation rate?
I got the annual inflation rate of 5% from one of the financial advisor, and advised to take into account this inflation rate when planning for long term financial goal.

How he got the 5% from? icon_question.gif

If the 5% annual inflation rate is true, then an investment return of 5% will not beat the inflation rate and hence our buying ability will not increase.

So the financial advisor suggested that a 8% or above of investment return will be good.

Any comment?
gark
post Dec 4 2010, 01:21 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
Here go read the October 2010 CPI report if you want to understand better.

CPI OCT 2010

You can see that price of vegetables went up 15% and alcoholic beverages 6%. hmm.gif But the overall index is 1.7%. Does not include price of property and car though, so the recent run up in house prices is not reflected. doh.gif

Also the CPI calculation is based on 'essential items only' so if you want to splurge on gadgets, imported goods, nice food, etc etc it will not be reflected as well. SO you can expect your personal CPI to be 1-2x higher than CPI especially those big spender urban dwellers.

If you live in Kampung and have a simple lifestyle, the 1.7% CPI is probably not too far off.

This post has been edited by gark: Dec 4 2010, 01:29 PM
alexander3133
post Dec 4 2010, 01:49 PM

Regular
******
Senior Member
1,716 posts

Joined: May 2006
From: JDT


QUOTE(gark @ Dec 4 2010, 01:21 PM)
Here go read the October 2010 CPI report if you want to understand better.

CPI OCT 2010
Very detailed indeed. Thanks for the info and also the good website.
Learned something today smile.gif
skiddtrader
post Dec 4 2010, 02:04 PM

Suspicious
*******
Senior Member
3,037 posts

Joined: Jun 2007


QUOTE(yok70 @ Dec 3 2010, 11:18 PM)
Was he? Misunderstood loh.  tongue.gif


Added on December 3, 2010, 11:19 pmAnyone has research paper on Tecnic? Since so hot now, wanna take a look also.  biggrin.gif
*
Oops sorry for the confusion rolleyes.gif . Yes I was talking about Tecnic.
SuperToi
post Dec 4 2010, 02:16 PM

Getting Started
**
Junior Member
270 posts

Joined: Oct 2010


QUOTE(monkeyking @ Dec 4 2010, 05:29 AM)
icon_rolleyes.gif YES is inder YTL Communications & itself is under YTLPower........however I think both YTLE & YTLPower are interrelated. Mind you YTLE has the 2.3GHz Worldwide Interoperability for Microwave Access (WiMAX) spectrum in Peninsular Malaysia which YTLPower doesn't have. According to my sources, YTLPower paid & provide all the infrastructure [ very expensive] & YTLE provide the  Wimax spectrum [ the incubator].......so it 60:40 percentage on profits.......could someone me please correct me if I am wrong. notworthy.gif If I were you I would go for YTLE shares........more power so to say. thumbup.gif
wub.gif Cheers brother SuperToi........you have a great weekend too. icon_idea.gif  rclxm9.gif
*
Bro, realy thanks alot.. biggrin.gif I think YTLE is more depends on YES, while YTLPOWER still has alot of other business, is it correct?
monkeyking
post Dec 4 2010, 02:47 PM

Look at all my stars!!
*******
Senior Member
3,807 posts

Joined: Jan 2006
QUOTE(SuperToi @ Dec 4 2010, 03:16 PM)
Bro, realy thanks alot.. biggrin.gif  I think YTLE is more depends on YES, while YTLPOWER still has alot of other business, is it correct?
*
icon_rolleyes.gif Yes, brother SuperToi, you are very correct indeed. thumbup.gif


thumbup.gif YTLE has this...

QUOTE
Extiva Communications Sdn Bhd, development, ownership and operation of narrowcast digital media networks through Infoscreen Networks PLC, which is listed on the AIM Market of the London Stock Exchange, and wireless fixed broadband services through Airzëd Services Sdn Bhd. YTLE's most prized asset is its 2.3GHz Worldwide Interoperability for Microwave Access (WiMAX) spectrum in Peninsular Malaysia, which is owned through Y-MAX Networks Sdn Bhd.



icon_rolleyes.gif However Extiva Communications Sdn Bhd is being sold to YTL Communications [under YTLPower] for $18 million. moneyflies.gif moneyflies.gif


wub.gif Cheers brother SuperToi.......have a great weekend too....much love. wub.gif



wub.gif BYW, please download the pfd file below to know more of YTL & it's Group of Companies

This post has been edited by monkeyking: Dec 4 2010, 02:52 PM


Attached File(s)
Attached File  ytl___it_s_group_of_companies.pdf ( 337.08k ) Number of downloads: 14
cherroy
post Dec 4 2010, 03:21 PM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(gark @ Dec 4 2010, 01:21 PM)
Here go read the October 2010 CPI report if you want to understand better.

CPI OCT 2010

You can see that price of vegetables went up 15% and alcoholic beverages 6%.  hmm.gif But the overall index is 1.7%. Does not include price of property and car though, so the recent run up in house prices is not reflected.  doh.gif

Also the CPI calculation is based on 'essential items only' so if you want to splurge on gadgets, imported goods, nice food, etc etc it will not be reflected as well. SO you can expect your personal CPI to be 1-2x higher than CPI especially those big spender urban dwellers.

If you live in Kampung and have a simple lifestyle, the 1.7% CPI is probably not too far off.
*
House and car is not considered "consumable" especially for house, so it is not appropriate to be taken in as consumer price index.

The one that taking into account is rental of house, instead of house itself, as rental of house is a "consumable" item that you need to living.
While buying a house at full price is/can be a form of investment.

Properties price may surge a lot, but rental is not as same pace with house price rise.
Larrylow
post Dec 4 2010, 04:57 PM

RELOADED
******
Senior Member
1,516 posts

Joined: May 2006


QUOTE(cherroy @ Dec 4 2010, 11:34 AM)
Gold can be a place, but stock market is the good place to hedge inflation as well.

I will pick stock market anytime vs gold, as with good dividend stocks, you are expecting to make 5% at least from the stock besides the capital appreciation part.

Gold price almost double from the low of 2008 crisis.
while in this period, some good dividend stock price register also double or even more from the low which not yet taking account into the 5-6% received.
*
Got a personal question for you, cherroy, haha

From you posts, seem like you are more incline towards high dividend stocks and reits investment. Don't you do trading or invest in undervalued stocks?

Btw, UMA you abit if you don't mind, what is your capital appreciation with this style of investment over the years? smile.gif
yhtan
post Dec 4 2010, 05:02 PM

Look at all my stars!!
*******
Senior Member
8,653 posts

Joined: Sep 2005
From: lolyat


QUOTE(Myoswee @ Dec 4 2010, 10:22 AM)
Its just that i'm a loyal consumer on their products.

And their products are not that expensive 

My friends' auntie bought Nestle at RM 9 dont know how many years ago and that time she say it is expensive.  laugh.gif

Just like people say GAB is expensive at RM 9.xx now  laugh.gif
*
Stock market is memang like that, if that stock paid quite high dividend each year, why not keep it up? or maybe sell part of it

Like my dad, was employee for KLK, bought the share under ESOS for RM2++ for 6 lots(6,000 unit) during end 80's and still keep it until now, because their dividend paid out is lucrative

This post has been edited by yhtan: Dec 4 2010, 05:03 PM
yok70
post Dec 4 2010, 05:21 PM

10k Club
********
All Stars
12,698 posts

Joined: Jun 2010
From: kuala lumpur


QUOTE(drsaleh @ Dec 4 2010, 12:42 AM)
yok.. try to answer your q, someone else can correct me if wrong

-W is warrant that is dished out by the company. e.g. IJM-WC is warrant that issued by IJM before. usually conversion 1:1. at the end of the expiry, u need to convert to mother share if u still holding it. that means you have to fork out your money to pay 'the exercise price'.

where else -C is structured warrant that is issued by investment banks. usually American style, ie cash setttlement. conversion rate differs, sometimes 1:3, even 1:10 also got. At the end of the expiry date, if the warrant is in the money, you'll get paid in cash. hence the term cash settlement. you CANNOT convert to mother share at any time, not during the trading day, and not even before expiry.
If it is out of money, all your money burn lo.

put warrant if not mistaken, is for hedging purposes. Since it is not shariah approved, I didnt bother reading about it. But I remember reading somewhere in Robert Kiyosaki book, mentioning how to leverage and make money using put warrant.

Hope this help.
*
QUOTE(teehk_tee @ Dec 4 2010, 12:49 AM)
just some amendments. if the CW is out of money, no harm -you just lose a little money. if it's below the strike price (all CWs have this), then might as well just burn it. icon_rolleyes.gif
*
Thanks!! notworthy.gif


This post has been edited by yok70: Dec 4 2010, 05:21 PM
cherroy
post Dec 4 2010, 05:42 PM

20k VIP Club
Group Icon
Staff
25,802 posts

Joined: Jan 2003
From: Penang


QUOTE(Larrylow @ Dec 4 2010, 04:57 PM)
Got a personal question for you, cherroy, haha

From you posts, seem like you are more incline towards high dividend stocks and reits investment. Don't you do trading or invest in undervalued stocks?

Btw, UMA you abit if you don't mind, what is your capital appreciation with this style of investment over the years?  smile.gif
*
Capital appreciation, I don't know, some stocks haven't sell, everyday still fluctuation, how to count? biggrin.gif
Some also forget what price I bought already, don't bother to dig out the record/slip that already dusty. tongue.gif

I just know my stocks all are beating the FD rate currently. tongue.gif

But one thing, I can assure you buying steady good dividend stocks are quite rewarding over the long term, and with a peaceful mind everyday.

I am a lousy trader. Others forumers are 10x better than me.



teehk_tee
post Dec 4 2010, 05:52 PM

ไม่เป็นไร
*******
Senior Member
5,363 posts

Joined: Apr 2005
From: กรุงเทพมหานคร BKK

QUOTE(Larrylow @ Dec 4 2010, 04:57 PM)
Got a personal question for you, cherroy, haha

From you posts, seem like you are more incline towards high dividend stocks and reits investment. Don't you do trading or invest in undervalued stocks?

Btw, UMA you abit if you don't mind, what is your capital appreciation with this style of investment over the years?  smile.gif
*
if i recall.. there was a mention cherroy used to do futures.
n his posts have the impression he's eaten garam since before i was born. notworthy.gif
popcorn513
post Dec 4 2010, 05:56 PM

僕は戦闘機君は航空母艦
******
Senior Member
1,332 posts

Joined: Nov 2005


Actually where to find/know which stock give good dividend

125 Pages « < 106 107 108 109 110 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0312sec    1.03    6 queries    GZIP Disabled
Time is now: 18th December 2025 - 04:50 PM