Another bulls-eye. Congrats on your planters as well.

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.

With exit plan, awesome!

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

Wow, you have quite a big risk appetite.

Yokie has a fast money printing processor, too

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

Not comfortable with DBE?

One thing i notice from poultry business, it is a competitive industry with tiny margin, and with the rising of cost (Corn price), company with good cost management will prevail, for example LTKM and QL. So it is easier to narrow which one is good or bad.

Disclaimer : Do your own risk assessment, it is just my personal opinion

Maybe small part of his capital contain high risk appetite

good luck on ur portfolio

This post has been edited by mmusang: Oct 4 2012, 01:50 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

Maybe the land revaluation coming out?

just a question.. Gov reduce palm oil tax.. how can it affect CPO price ?? O___o

it only reduces planters cost.. and that has nothing to CPO demand and price.. right ?

plz correct me if i'm wrong...

Sample:
http://biz.thestar.com.my/news/story.asp?f...35&sec=business
Palm oil inches up on possible Malaysia export tax cut

This post has been edited by mopster: Oct 4 2012, 02:34 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

hi all,
i kinda confuse nw.
all these while my understanding is as this:
the transaction is depends on who place the order first rite.
if seller place sell at RM1.03 first, then buyer place buy order at RM1.03 later, the transaction is belong to SELL.

but when i look at the STAREIT today, 100% buy rate.
why it is so? mind to share, anyone?

if seller place sell at RM1.03 first, then buyer place buy order at RM1.03 later, the transaction is belong to BUY.

that means need some 1 place order to queue to sell o buy 1st,if no ,how to sell o buy when no 1 place their order to sell o buy...

This post has been edited by Kazaff: Oct 4 2012, 03:07 PM

ur Q is not important.. who place the order first will only affect the Q... not the transaction type..
the one that decides whether it's a buy or sell transaction type is the one who initiated the transaction....

i decide to dump @ Best Price -> SELL (Red)
i decide to buy @ Best Price -> BUY (Green)

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.

http://www.theedgemalaysia.com/political-n...te-tax-cut.html fixed link...

jib gor mulls temporary corporate tax cuts..
LOL he is really scared shitless of GE....
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probably thats why Stocks run today.. more tax cuts..
becoming like Bush... later Obama will have a hard time to fix and we'll face a gunung tahan cliff..

This post has been edited by mopster: Oct 4 2012, 03:27 PM

crystal clear.
buy rate is define by who complete the transaction (not queue).
thx lot.

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