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

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DarkNite
post Dec 6 2010, 10:47 AM

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QUOTE(teehk_tee @ Dec 6 2010, 10:31 AM)
cut loss on half my initial investment in it.. couldn't bear to cut the remaining half off. so just hold.. and hold.. and hold.. icon_question.gif
i think for this stock better stay away for now, or if stuck inside just trust ur own judgement. all i know is there's a lot of noise and speculation.
*

Sorry to hear about your predicament.
It is just that I see this negative noise and speculation as an opportunity to collect.
I guess being one of the world's major suppliers to the two global hard-disk drive giants, Western Digital and Seagate Technology Inc, it is difficult for this Co to go under, so just wondering the best price to pick this stock? hmm.gif

Warren Buffet quote, "When most of the people are excited in the market, you should exercise cautious and when most of the people are afraid in the market, that's the time you should be excited".
kroegand
post Dec 6 2010, 10:48 AM

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Just to share ...

DJ MARKET TALK: Maybank Downgrades RCE To Sell From Buy

--------------------------------------------------------------------------------



0211 GMT [Dow Jones] STOCK CALL: Maybank Research downgrades RCE Capital (9296.KU) to Sell from Buy, reduces target to MYR0.45 from MYR1.10 on concerns over its longer-term prospects. "The cessation of new loans will negatively impact our FY11 net profit forecast by 5%, and future earnings will contract if unresolved," says analyst Wong Chew Hann. Adds, clarity also lacking on whether matter will impact its business model; this after government employee cooperative Kowaja, the largest borrower of RCE, stopped further loan disbursements from Dec. 1. RCE provides personal loans to Kowaja's members via on-lending arrangement. "We have lowered our FY11 earnings forecast by 4% and FY12-13 by 6%-7% per annum, assuming that new loans resume in July 2011, a 7-month impact," says Wong. Stock last +0.9% at MYR0.57. (elffie.chew@dowjones.com)


cherroy
post Dec 6 2010, 10:50 AM

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Bernanke said QE is not printing money...
and
Bernanke said the fear of inflation is overstated.

Crude oil is >USD 90
Gold > USD1400
RE price shoot to the roof.
Petrol price hike

Ordinary middle and low class people need to tighten their belt to face goods price rising across especially in Asia, and the Fed Chairman inflation is overstated.... vmad.gif
QUOTE
"What we're doing is lowering interest rates by buying Treasury securities," he said. "And by lowering interest rates, we hope to stimulate the economy to grow faster. The trick is to find the appropriate moment when to begin to unwind this policy. And that's what we're going to do."
Fed try to "time" the market/economy?
Do they good in this??
How is their historical record of success "time" and pre-emptied the risk?

http://www.cnbc.com/id/40522488




cypher
post Dec 6 2010, 10:50 AM

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QUOTE(DarkNite @ Dec 6 2010, 10:47 AM)
Warren Buffet quote, "When most of the people are excited in the market, you should exercise cautious and when most of the people are afraid in the market, that's the time you should be excited".
*
if this quote is known by all ppl in the world, so there is no excited moments or cautious moments in the market...
harry1125
post Dec 6 2010, 10:52 AM

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QUOTE(cherroy @ Dec 6 2010, 10:50 AM)
Bernanke said QE is not printing money...
and
Bernanke said the fear of inflation is overstated.

Crude oil is >USD 90
Gold > USD1400
RE price shoot to the roof.
Petrol price hike

Ordinary middle and low class people need to tighten their belt to face goods price rising across especially in Asia, and the Fed Chairman inflation is overstated....  vmad.gif

Fed try to "time" the market/economy?
Do they good in this??
How is their historical record of success "time" and pre-emptied the risk?

http://www.cnbc.com/id/40522488
*
I dont understand, buying Treasury securities will cause low interest rate? i thought is higher rate ?
alicialcc
post Dec 6 2010, 10:52 AM

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QUOTE(majorarmstrong @ Dec 6 2010, 10:18 AM)
morning morning i queue to Sell off my BJTOTO after holding so long.. queue @ 4.25 and all matched.. wtf!!!
Why sell off BJTOTO. I tot right now, we shld go for divvy / blue chip stocks?
yok70
post Dec 6 2010, 10:53 AM

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QUOTE(kroegand @ Dec 6 2010, 10:48 AM)
Just to share ...

DJ MARKET TALK: Maybank Downgrades RCE To Sell From Buy   
 
--------------------------------------------------------------------------------
 
   

0211 GMT [Dow Jones] STOCK CALL: Maybank Research downgrades RCE Capital (9296.KU) to Sell from Buy, reduces target to MYR0.45 from MYR1.10 on concerns over its longer-term prospects. "The cessation of new loans will negatively impact our FY11 net profit forecast by 5%, and future earnings will contract if unresolved," says analyst Wong Chew Hann. Adds, clarity also lacking on whether matter will impact its business model; this after government employee cooperative Kowaja, the largest borrower of RCE, stopped further loan disbursements from Dec. 1. RCE provides personal loans to Kowaja's members via on-lending arrangement. "We have lowered our FY11 earnings forecast by 4% and FY12-13 by 6%-7% per annum, assuming that new loans resume in July 2011, a 7-month impact," says Wong. Stock last +0.9% at MYR0.57. (elffie.chew@dowjones.com)
*
Luckily i cut small lose at 0.60 the first day seeing this news. sweat.gif
cut from 1.10 to 0.45 is really....kids play doh.gif

teehk_tee
post Dec 6 2010, 10:53 AM

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QUOTE(DarkNite @ Dec 6 2010, 10:47 AM)
Sorry to hear about your predicament.
It is just that I see this negative noise and speculation as an opportunity to collect.
I guess being one of the world's major suppliers to the two global hard-disk drive giants, Western Digital and Seagate Technology Inc, it is difficult for this Co to go under, so just wondering the best price to pick this stock? hmm.gif

Warren Buffet quote, "When most of the people are excited in the market, you should exercise cautious and when most of the people are afraid in the market, that's the time you should be excited".
*
haha no need to feel sorry for me. notworthy.gif
till today i still believe i did my homework on JCY, so i don't really understand the sharp revaluation from 15x to 8x, too many questions running in my head whenever i look at this funny stock.

anyway, there's a lot of plus points about this company (as highlighted during its IPO and up to June), similarly since July if you read all the research papers you can find all the negative points. hope you do good in your investments icon_rolleyes.gif
cypher
post Dec 6 2010, 10:58 AM

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QUOTE(alicialcc @ Dec 6 2010, 10:52 AM)
Why sell off BJTOTO.  I tot right now, we shld go for divvy / blue chip stocks?
*
if the index will up and down like that..buying blue chips is kinda risky... XD

dividend? got to monitor careful lo..

majorarmstrong also buy for dividend, but after 1 year, plus dividend, plus whatever reason... share price drop...end up the dividend still cannot cover...
teehk_tee
post Dec 6 2010, 10:58 AM

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QUOTE(harry1125 @ Dec 6 2010, 10:52 AM)
I dont understand, buying Treasury securities will cause low interest rate? i thought is higher rate ?
*
greater demand for t-bills will lower the 'premium' on each bond yield, a similar case is the euro debt crisis where less people interested to buy the bonds, hence bond-rates have to go up to 'attract' investors, increasing the government's financing cost.

This post has been edited by teehk_tee: Dec 6 2010, 11:00 AM
cherroy
post Dec 6 2010, 11:00 AM

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QUOTE(harry1125 @ Dec 6 2010, 10:52 AM)
I dont understand, buying Treasury securities will cause low interest rate? i thought is higher rate ?
*
Bond price up, rate/yield go down.
eg.
Rm1 bond with 5% rate
if bond price goes up to Rm1.50, then yield become 3.33%.
yok70
post Dec 6 2010, 11:02 AM

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QUOTE(cherroy @ Dec 6 2010, 10:50 AM)
Bernanke said QE is not printing money...
and
Bernanke said the fear of inflation is overstated.

Crude oil is >USD 90
Gold > USD1400
RE price shoot to the roof.
Petrol price hike

Ordinary middle and low class people need to tighten their belt to face goods price rising across especially in Asia, and the Fed Chairman inflation is overstated....  vmad.gif

Fed try to "time" the market/economy?
Do they good in this??
How is their historical record of success "time" and pre-emptied the risk?

http://www.cnbc.com/id/40522488
*
Obama has no idea what to do when watching Asia blooming and China not behave as his good kid...at the back, he is sweating of losing votes...
The biggest loser, if USD rate drops, is actually China, and perhaps, Asia instead of the Westerns? So, this seems like an all-win for US.... hmm.gif
harry1125
post Dec 6 2010, 11:02 AM

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QUOTE(cherroy @ Dec 6 2010, 11:00 AM)
Bond price up, rate/yield go down.
eg.
Rm1 bond with 5% rate
if bond price goes up to Rm1.50, then yield become 3.33%.
*
understood, i tot price is fixed, than the bond in market lesser, the demand is high and the rate is lower.

thanks bro
majorarmstrong
post Dec 6 2010, 11:02 AM

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KEYWEST continue to drop.. can enter?
Currylaksa
post Dec 6 2010, 11:02 AM

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QUOTE(alicialcc @ Dec 6 2010, 10:52 AM)
Why sell off BJTOTO.  I tot right now, we shld go for divvy / blue chip stocks?
*
BJToto not doing well for quite some time. Losing market share to Magnum, a recent unlucky string of huge prize payouts, shenanigans by VT

just my view sweat.gif
kroegand
post Dec 6 2010, 11:03 AM

Ding Ding Gale!!!
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Incken is on hold is it? cannot que ...
majorarmstrong
post Dec 6 2010, 11:05 AM

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QUOTE(cypher @ Dec 6 2010, 10:58 AM)
if the index will up and down like that..buying blue chips is kinda risky... XD

dividend? got to monitor careful lo..

majorarmstrong also buy for dividend, but after 1 year, plus dividend, plus whatever reason... share price drop...end up the dividend still cannot cover...
*
that is why i sell lo after 1 year ++ losing like 10 to 15% from capital lo
harry1125
post Dec 6 2010, 11:06 AM

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QUOTE(majorarmstrong @ Dec 6 2010, 11:02 AM)
KEYWEST continue to drop.. can enter?
*
when i buy i ask myself, give 3 reasons to buy this stock.

how about you? why you want to buy this counter, ask yourself, if u think it is convincing then okay lo
majorarmstrong
post Dec 6 2010, 11:06 AM

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incken - PE so high


Added on December 6, 2010, 11:07 am
QUOTE(harry1125 @ Dec 6 2010, 11:06 AM)
when i buy i ask myself, give 3 reasons to buy this stock.

how about you? why you want to buy this counter, ask yourself, if u think it is convincing then okay lo
*
anyway really more interested in why the stock is going crazy...
further to that most of the major share holder dumping and dumping their share... something must be very weird happening...

This post has been edited by majorarmstrong: Dec 6 2010, 11:07 AM
cks
post Dec 6 2010, 11:12 AM

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wow.. big shark sapu Muhibah again

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