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 STOCK MARKET DISCUSSION V125, stimulus, no stimulus, stimulus...

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M.Bison
post Sep 28 2012, 06:44 PM

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QUOTE(yhtan @ Sep 28 2012, 06:09 PM)
I seriously don't know how government going to maintain its fiscal deficit below 55% doh.gif
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All empty talk. So many non-productive promises is made and included in the budget.
M.Bison
post Sep 28 2012, 09:56 PM

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Did this stupid budget mentioned about national car pricing?
M.Bison
post Sep 29 2012, 09:57 AM

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QUOTE(Icehart @ Sep 29 2012, 01:23 AM)
Why keep giving grants to Proton? Proton no longer belongs to Government already since it already taken up by DRB. Open up the automotive policy  sweat.gif
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This is what I am waiting for too. Najib didn't even mentioned a single word of it.

Guess we have to pay more for foreign car and crap proton for another several years at least.
M.Bison
post Sep 29 2012, 12:55 PM

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Our tax payer money once again wasted into stupid incentive smart phone buyer, Cash gift and all bonuses.
Housing project budget also like empty promises.
Nothing spend in pub transport.
All I saw is our najib gor's evil smile when announcing the budget. NICE
M.Bison
post Sep 29 2012, 08:38 PM

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QUOTE(Icehart @ Sep 29 2012, 04:46 PM)
That is why the government need to be careful with their power. Once done, is done. No way to reverse, unless deflation happens, which is worse than inflation.
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Do they care?
With the evil smile I saw in TV yesterday and the budget proposed, What our beloved PM only care to stay in power, give cash gift etc laugh.gif
M.Bison
post Sep 30 2012, 04:02 PM

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QUOTE(yhtan @ Sep 30 2012, 02:19 PM)
Fuel price itself only part of inflation, rental and commodities price also increase over the years, these 3 factors are the reason why inflation push up so high
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Do rental really increase? I don't really feel it especially in Malaysia. But housing price really went up crazy.
M.Bison
post Oct 1 2012, 09:28 AM

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QUOTE(ham_revilo @ Oct 1 2012, 09:13 AM)
yeah. but they have alternative. their public transport. here we dont have or unreliable ones sad.gif

and soon if they dont have any action to regulate stalls and restaurant, food prices goes up. everything else follows.

anyhow i dont see how this budget is people friendly as they claim. like me, i dont get anything from it besides that 1% cry.gif

maybe we can start a poll to see who benefits from it and how much brows.gif
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Go buy smart phone, then you will get RM200 laugh.gif
M.Bison
post Oct 2 2012, 03:51 PM

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QUOTE(panasonic88 @ Oct 2 2012, 03:19 PM)
Yalo really wtf, why?  shakehead.gif
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A lot of investor expect the CPO price down won't last long hmm.gif
M.Bison
post Oct 2 2012, 03:54 PM

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QUOTE(mopster @ Oct 2 2012, 03:20 PM)
laugh.gif the mkt has no pattern already... whole thing is haywire..
Gold and Equity is like 1 family now... against Treasuries/Bonds...
then silver is likely to overtake gold...
Soybean gap with CPO widens while soybean is short on supply...
and plantation stocks are not affected by CPO price anymore...
unemployment rate, low interest rates drives equities up... not earnings...

too complex... rclxub.gif
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opportunity cost mah. With current high inflation, who would like to put as much cash in FD? money tends to flock into equities hence.


Added on October 2, 2012, 3:54 pm
QUOTE(mopster @ Oct 2 2012, 03:20 PM)
laugh.gif the mkt has no pattern already... whole thing is haywire..
Gold and Equity is like 1 family now... against Treasuries/Bonds...
then silver is likely to overtake gold...
Soybean gap with CPO widens while soybean is short on supply...
and plantation stocks are not affected by CPO price anymore...
unemployment rate, low interest rates drives equities up... not earnings...

too complex... rclxub.gif
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opportunity cost mah. With current high inflation, who would like to put as much cash in FD? money tends to flock into equities hence.

This post has been edited by M.Bison: Oct 2 2012, 03:54 PM
M.Bison
post Oct 3 2012, 10:54 AM

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QUOTE(mopster @ Oct 3 2012, 10:40 AM)
LOL... can this theory work ? :

Assume FCPO is RM2400.
I Long 1 FCPO now... i get ready all the margin call money all the way to RM1500....
which is let's say RM800xRM25 = RM20,000 for margin call

I holdddddd until FCPO bounces back to RM2700 or more..
which is RM300xRM25=RM7500...

tongue.gif biggrin.gif
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bet 20k for 7.5k sounds a bit silly la..
but CPO @ 1.5k looks like end of the world already... isnt it ? hmm.gif
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cURRENT @ 2.4K PRICE ,most planter still make money la.
Scare this price will trigger more contract from india and china to be cancelled only.
if 1.5 k @@ continue for few months, it will be nightmare for a lot of weak cash flow company. sad.gif
M.Bison
post Oct 3 2012, 11:07 AM

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QUOTE(Dackson @ Oct 3 2012, 10:59 AM)
later gallon of palm oils in front ur house
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if @ 1500, most of planter will make zero profit sweat.gif . But big player probably still can make little amount of $$. So it is not as bad as what you thought. LOL

M.Bison
post Oct 3 2012, 11:18 AM

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QUOTE(mopster @ Oct 3 2012, 11:16 AM)
imo the most scary part of the news is India wanna renego CPO price lol...
that will affect earnings for sure..
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nod.gif Buyer will always take advantage situaation like this.
Quite unsure why it doesnt affect the planter counter here.
Most probably only long term holder huh? laugh.gif
M.Bison
post Oct 3 2012, 05:53 PM

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QUOTE(StupidGuyPlayComp @ Oct 3 2012, 05:08 PM)
laugh.gif pray the tornado strike US, lower the bean supply.............lol

wish the CPO can replace petrol, after pump into car, saga also become ferrari
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heh, With current price it is still not feasible to do so. But still it is better to increase the percentage if CPO price is economical enough. Main demand still come from india, china and our gov itself.

lol, if saga become ferrari, ferarri become jet speed? LOL


Added on October 3, 2012, 5:58 pm
QUOTE(cherroy @ Oct 3 2012, 05:38 PM)
There is always reason why rich become richer.

One can hedge around with derivatives product.
The rich one can access more investment product, structured product around, derivatives, and many many more that is not accessible for ordinary.

You know, in US, you can buy other mortgages, or "own other mortgages" through MBS.
One can buy over others insurance (defaulted or cannot continue pay a premium on the insurance) and gain a profit from it through continue the policy. I cannot 100% sure on this, as only knew and still studying recently
Correct me if I am wrong.
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IB will always finding a way to reap profit.Until majority's problem surfaces, they just don't care.

Those banker only care about fat bonuses biggrin.gif

This post has been edited by M.Bison: Oct 3 2012, 05:58 PM
M.Bison
post Oct 5 2012, 03:32 PM

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QUOTE(cherroy @ Oct 5 2012, 02:50 PM)
Increase 40% also not satisfy?

Increase >10% is considered good
Increase >20% is considered magnificent
Increase >30/40~100%, once or twice time or a few time in a decade only.

Over long term, market return average is about teen number,
even an average of teen number return, one at least is heading to millionaire status already over the long term.

If one is achieving 40%-80% pa. over the long term, I can assure one will be legend in the stock market, and another WB in making.  rclxms.gif
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But people only probably put 1% or less for their total net worth of the particular stock. As always people like to boast how good there are. rolleyes.gif

This post has been edited by M.Bison: Oct 5 2012, 03:33 PM
M.Bison
post Oct 6 2012, 11:48 AM

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QUOTE(danmooncake @ Oct 6 2012, 11:19 AM)
If you believe this number.. you're with the Democrats.
If you don't, you're with Republicans.. they think the White House cooked the books.  laugh.gif
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But this number as always doesn't include people who give up searching for job actively. hmm.gif

PS: I am not with Republicans tongue.gif
M.Bison
post Oct 6 2012, 10:03 PM

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QUOTE(yok70 @ Oct 6 2012, 08:49 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!  laugh.gif
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.  hmm.gif

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.  notworthy.gif
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LOL, What I observed is completely different from you.
Last time when I used to be in Australia, Coke still the most popular carbonate drinks.
Sometimes people tends to drink more coke than water.In china, Coke still have many empty room to grow somemore.And don't forget a lot of other beverage company is control by coca cola.

M.Bison
post Oct 7 2012, 12:40 AM

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QUOTE(yok70 @ Oct 6 2012, 11:01 PM)
Thanks guys for your input!  notworthy.gif
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.  biggrin.gif
But diet coke taste better than coke? really? What about its sales? People like it too? Not for me though.  tongue.gif
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!  thumbup.gif
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Sales for diet coke is not as promising as normal coke.I don't like the taste and don't trust it is "diet" coke.

But when you compare the price itself to Pepsi its Competitor, People still prefer Coke over Pepsi despite the fact that Coke is more expansive than Pepsi.

Go to any western countries you can see the obvious difference between two.

In Malaysia, most people prefer local drink controlled by F&N and other company, so probably people thought coke are not doing so well.

This post has been edited by M.Bison: Oct 7 2012, 12:41 AM

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