Today I follow your footstep bought in some planters. Your TDM, and also SOP.
I'll put a tight cut loss point though, since CPO price movement is still a mystery for now.

Boustead REIT got 4*5000 lots buying. I guess some fun managers think CPO could be at bottom for now?

And I sold all my remaining DBE too, with huge loss also, no doubt. And I use these money to buy HBGlob (previous name was Sozo) at 0.325, it is another red-chip that been severely hit until mother also cannot recognize. Business quite similar though, one is chicken and one is duck.
Also added more Stareit at 1.03.

Today big shopping day.

This post has been edited by yok70: Oct 4 2012, 12:52 PM

Huge loss stock substitutes by other huge loss stock, fair enough.
Anyway, it's just 1.2% of my entire portfolio. So not that hurting.

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Added on October 4, 2012, 1:18 pmi7 mah.

This post has been edited by yok70: Oct 4 2012, 01:18 PM

I bought DBE for M&A newsflow, but too slow to let go when that didn't works out and became accidental long term investor.
QL is the best as always. If it's QL that I'm holding, I no need to monitor so tight already since no need sell button (price also won't move much in short term anyway since valuation now is already quite high).

I've 50% in reits at the moment. So ya, only small part reserve for high risk dish, maybe less than 5%.

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Added on October 4, 2012, 1:55 pmThank you! You too!

This post has been edited by yok70: Oct 4 2012, 01:55 PM

same thought. i guess it will only help out local planters profit margin.
Unless, this profit margin motivates planters to increase production....which could be bad also if demand not there.

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Added on October 4, 2012, 2:53 pmNice run perisai! Come on, break that 1.00 nicely!

This post has been edited by yok70: Oct 4 2012, 02:53 PM

The DONE ORDER only counts.
DONE ORDER means a COMPLETED ORDER.

Queing is not done yet, since you are still waiting for someone to complete your order.

IGBReit is moving up in advance to prepare for 19 Oct's Kassets shareholders selling down? Just a wild guess.

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Added on October 4, 2012, 3:48 pm"Good" news one after another.....really looks like GE is very near.....

This post has been edited by yok70: Oct 4 2012, 03:48 PM

So there isn't any sort of "international palm oil price association" who standardize the price worldwide? Or it just depends on the country's futures trading? For instance, gold price. Gold price also can be different from different countries?
Thanks!!

I see. Thanks!

My cash position has been between 10-25% in pass one+ year. Today, after all the buying, left 15%.
I raised my REIT's position from 20% to 50% in pass one year, to be prepared for upcoming GE.
The GE never come, so holding that much cash without much use is also kind of wasted. I'd consider 10% of my REITs are "alternative cash" that I can sell and buy stocks when market turns bad. Estimated a drop of 5-10%(on reits) vs 15-30%(on other stocks).

So, your holding of 45% is much much more defensive then me lah.

BN has a good strategy to "produce" many "stock market favor" projects, be them "virtual" or realistic. This can gain support from anti-BN citizens who involved in stock market(not many) or unit trust(not a few) or broadly businessman and simply workers.
People don't see long term (debt? what debt?), people can only see tomorrow's dinner got rib-eye steak or not.

defensive mode is still on.
can only off 3-6 months after GE gua.

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Added on October 5, 2012, 3:30 pmGenting Hong Kong Ltd, the cruise ship company controlled by Lim Kok Thay, has applied to lift its stake in Echo Entertainment Group Ltd to 25 percent amid a fight with billionaire James Packer over Sydney’s only casino.

Genting Hong Kong, with a 4.2 percent stake in Echo, has applied to the New South Wales Liquor and Gaming Authority to increase its share and the regulator is investigating the plan along with its counterpart in neighboring Queensland state, the agency said in a statement on its website.

Crown Ltd, the casino company controlled by James Packer, has also applied to increase its stake in the Sydney-based company to 25 percent. Crown has a 7.7 percent stake in the company, according to data compiled by Bloomberg. -- Bloomberg

Read more: Genting HK applies to up stake in Echo http://www.btimes.com.my/Current_News/BTIM.../#ixzz28PKNiebp


The party is not over yet.

This post has been edited by yok70: Oct 5 2012, 03:30 PM

perisai attempt to challenge 1.00 once again....

wait until flower also all die.


Attached File(s)
 Mudajya_cimb_051012.pdf ( 655.98k ) Number of downloads: 29

WASHINGTON: The US unemployment rate fell to 7.8 per cent last month, dropping below eight per cent for the first time in nearly four years. The rate declined because more people found work, a trend that helps President Barack Obama and could have an impact on undecided voters in the final month before the presidential election.

Read more: US jobless rate falls below 8pc http://www.btimes.com.my/Current_News/BTIM.../#ixzz28SoCQ3S6

I'm with Obama, definitely. I hated Romney, he is a fox. Obama looks more like a human.

Thanks for sharing.
And ya, good stocks don't come cheap. I love MacD, and it's not cheap. At current price, around 3% yield. And thanks for pointing out that its dividend increases for the past 25 years? That's amazing!

This post has been edited by yok70: Oct 6 2012, 07:44 PM

Coca Cola i kind of worry for its VERY LONG TERM business since people nowadays are getting more into less sugar food, and diet coke taste like medicine!
I just think the risk is there for Coke, since it's a "super recipe" and so if this sugar concern really getting much more attention in future, how can it transform its business to maintain profitable?
For the same reason, I don't buy tobacco stocks. Since I always think its business can only get smaller each year. Although now still ok, but we are seeing increasing number of non-smoking young people(this is the important part). The trend is growing. However, I think there is nothing iconic on MacD. Only 1 thing, it's fast food. And fast food can also be healthy food. Nobody care about must get a BigMac in MacD, people just buy whatever they provide. So the flexibility is there for MacD.

Johnson & Johnson business I like very much. Is this company good as long term profitability? It's great to know it also 25 years dividend growing story! I'm gonna start monitoring MacD and JJ now.

Thanks guys for your input!
So Coke has been diversifying its products, that's a very smart move. So I need to look at this company a different way now.
But diet coke taste better than coke? really? What about its sales? People like it too? Not for me though.
Wow, MacD with salad, cool! And ya, organic food restaurant, the ultimate "healthy" food, have the highest profit margin of any restaurant! Bravo MacD, great potential!

I think Coke more sour and Pepsi more sweet.
I prefer Coke, I think its taste is more "dynamic", more "imaginative".
In Malaysia fast food restaurants, if you don't say anything, they will give you Coke.

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Added on October 7, 2012, 12:54 amIs it? Man! Robert Kuok has so many great businesses in hands. Too bad not much reflected in PPB's earnings. Well, I bet it's not under PPB's umbrella?

This post has been edited by yok70: Oct 7 2012, 12:54 AM