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 STOCK MARKET DISCUSSION V100, Perfect 100

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yok70
post Oct 4 2011, 05:01 PM

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Anyone has OSK's paper on F&B/consumer? Regarding rating at Overweight from Neutral? Thanks! notworthy.gif
Veda
post Oct 4 2011, 05:02 PM

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Our Bursa doesn't fall as sharply as other stock exchanges because it's dominated by local funds, some of which use our money to prop up the market (which offends my libertarian sensibilities). But if global recession comes, it'll also be pummeled into submission ..... and I'll take great pleasure in that.

But just to hedge my bets, I've opened a cross border trading account. There are a couple of blue chips overseas currently trading at 50% below its peak price, and offering DY of above 10%. I will not be denied my Day of Victory vmad.gif

IMHO:
1. GE13 by year end. Agree with forumers on that.
2. Global recession will come this year or next. Unavoidable. Only question is whether it's mild or bad.




leoltc
post Oct 4 2011, 05:03 PM

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End of the Fxxxing red day!! huh!!!
Superman7
post Oct 4 2011, 05:04 PM

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QUOTE(yok70 @ Oct 4 2011, 05:01 PM)
Anyone has OSK's paper on F&B/consumer? Regarding rating at Overweight from Neutral? Thanks!  notworthy.gif
*
here you go..

Attached File  Consumer_What_Doesn_t_Kill_You_Makes_You_Stronger_20111004_OSK.pdf ( 518.54k ) Number of downloads: 119

SmuffyJ
post Oct 4 2011, 05:05 PM

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Market closed
raymannlucas
post Oct 4 2011, 05:08 PM

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kudos to supermx at 3.40! im a happy man now...
panasonic88
post Oct 4 2011, 05:24 PM

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I am on shopping mood today

Bought my second batch of AMWAY, going for defensive one & buying ahead of the dividend month wub.gif

Next shopping list : JTINTER & BKAWAN
SUSgogo2
post Oct 4 2011, 05:25 PM

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QUOTE(Veda @ Oct 4 2011, 05:02 PM)
Our Bursa doesn't fall as sharply as other stock exchanges because it's dominated by local funds, some of which use our money to prop up the market (which offends my libertarian sensibilities). But if global recession comes, it'll also be pummeled into submission ..... and I'll take great pleasure in that.

But just to hedge my bets, I've opened a cross border trading account. There are a couple of blue chips overseas currently trading at 50% below its peak price, and offering DY of above 10%. I will not be denied my Day of Victory  vmad.gif

IMHO:
1. GE13 by year end. Agree with forumers on that.
2. Global recession will come this year or next. Unavoidable. Only question is whether it's mild or bad.
*
Yeah, KLCI sucks. But great that you still in fighting mood. Some people will just give up and never touch stock again. notworthy.gif

Let's fight for another day.


Added on October 4, 2011, 5:29 pm
QUOTE(panasonic88 @ Oct 4 2011, 05:24 PM)
I am on shopping mood today

Bought my second batch of AMWAY, going for defensive one & buying ahead of the dividend month wub.gif

Next shopping list : JTINTER & BKAWAN
*
Thanks for the tips Tai Kah Jie.

This post has been edited by gogo2: Oct 4 2011, 05:29 PM
panasonic88
post Oct 4 2011, 05:30 PM

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I see that SUPERMAX going thru the MADNESS stage today tongue.gif

Becareful & trade smartly brows.gif


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Veda
post Oct 4 2011, 05:31 PM

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QUOTE(gogo2 @ Oct 4 2011, 05:25 PM)
Yeah, KLCI sucks. But great that you still in fighting mood. Some people will just give up and never touch stock again.  notworthy.gif

Let's fight for another day.
*
I'm the sort who never gives up until I win. See Alessio Rastani's statement on my siggy brows.gif

This post has been edited by Veda: Oct 4 2011, 05:32 PM
nasni
post Oct 4 2011, 05:57 PM

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QUOTE(raymannlucas @ Oct 4 2011, 05:00 PM)
i second that. like taib during sarawak election, he sat still and see winning come easily although all the hoohaas around.  doh.gif
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yeah with the rm flying around whaddaya expect? nod.gif
SUSgogo2
post Oct 4 2011, 05:58 PM

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QUOTE(Veda @ Oct 4 2011, 05:31 PM)
I'm the sort who never gives up until I win.  See Alessio Rastani's statement on my siggy  brows.gif
*
geng... me give up last time and I've regretted every bit of it.

rclxms.gif
Bonescythe
post Oct 4 2011, 06:00 PM

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Is time to buy into cosmetic company now.

Market down, more women heading into the work force to make end meets.

Go 3 steps ahead before the market comes after it..

Cheers..

This post has been edited by Bonescythe: Oct 4 2011, 06:01 PM
nasni
post Oct 4 2011, 06:06 PM

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QUOTE(Bonescythe @ Oct 4 2011, 06:00 PM)
Is time to buy into cosmetic company now.

Market down, more women heading into the work force to make end meets.

Go 3 steps ahead before the market comes after it..

Cheers..
*
i moved 1 step but u moved 3 steps ahead...... notworthy.gif biggrin.gif
yok70
post Oct 4 2011, 06:18 PM

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QUOTE(Superman7 @ Oct 4 2011, 05:04 PM)
here you go..

Attached File  Consumer_What_Doesn_t_Kill_You_Makes_You_Stronger_20111004_OSK.pdf ( 518.54k ) Number of downloads: 119

*
Thanks!! notworthy.gif
nasni
post Oct 4 2011, 06:34 PM

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QUOTE(Superman7 @ Oct 4 2011, 05:04 PM)
here you go..

Attached File  Consumer_What_Doesn_t_Kill_You_Makes_You_Stronger_20111004_OSK.pdf ( 518.54k ) Number of downloads: 119

*
was surprised they quoted KFC, but realistically QL will be the choice.. my 2 cents btw smile.gif
yok70
post Oct 4 2011, 06:49 PM

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QUOTE(nasni @ Oct 4 2011, 06:34 PM)
was surprised  they quoted  KFC, but realistically  QL  will be the choice.. my 2 cents btw  smile.gif
*
i like QL very much, just that it's still so expensive now. hope more correction on it soon. biggrin.gif
why surprise? what's up with KFC? hmm.gif

This post has been edited by yok70: Oct 4 2011, 06:50 PM
nasni
post Oct 4 2011, 07:09 PM

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QUOTE(yok70 @ Oct 4 2011, 06:49 PM)
i like QL very much, just that it's still so expensive now. hope more correction on it soon.  biggrin.gif
why surprise? what's up with KFC?  hmm.gif
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yeah man i like QL actually...

kfc was not in any1's radar anymore, of lagging for far too long since the share split, BI, etc
danmooncake
post Oct 4 2011, 07:19 PM

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QUOTE(panasonic88 @ Oct 4 2011, 05:30 PM)
I see that SUPERMAX going thru the MADNESS stage today tongue.gif

Becareful & trade smartly  brows.gif
*
Yes indeed. Looks like retailer investors are being sucked in. brows.gif
monkeyking
post Oct 4 2011, 07:29 PM

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QUOTE(Superman7 @ Oct 4 2011, 12:38 PM)
doh.gif doh.gif doh.gif doh.gif doh.gif doh.gif doh.gif

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