Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
76 Pages « < 63 64 65 66 67 > » Bottom

Outline · [ Standard ] · Linear+

 Bursa Traders Thread V2, waaa! V2 d !

views
     
Boon3
post Feb 13 2014, 10:16 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(gark @ Feb 13 2014, 10:00 AM)
Got another graham net net company.. but the business (Very) stagnant.. however cash rich with very good free cash flows... no debt whatsoever. Net cash per share about 34.7 c / share....

Accounting for the net cash the company is selling at 2x EV/Ebitda...PE 8x,  DY at 6% ..

» Click to show Spoiler - click again to hide... «


This company manufacture raw materials for wood products... with the recent good sales of wood products, wonder will the growth pass on to this company...

Good value or value trap?  hmm.gif
*
laugh.gif laugh.gif

Value trap. tongue.gif
Boon3
post Feb 13 2014, 01:07 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(panasonic88 @ Feb 13 2014, 11:08 AM)
Boon, thank you for the inputs. wub.gif

Yah I noticed lately quite a handful of company diverisfying their core business to lucrative property development, one of the remarkable one is transporting company TNlogics.

Caely main business is lingerie & direct sales,
and the CEO said : "If a company's long-established business is in a sunset industry or too competitive and saturated, it may want to seek a new business that would provide a more robust growth. Going into the property sector is one of the options that they have."

Looking at the past 2Q result shows a remarkable change, I think no harm placing a small bet onto it.  cool.gif
*
No problem.

A lot of players just use PE as a guide and as such, stock like CAELY would pop in their screening radar.
Look at it, using the simple annualising method..
Caely potential profits could be 9 mil or eps of 10 sen.
And with a NTA of 80+ sen ....
a lot of boxes will be ticked.

The growth (or turnaround) gets one big fat check also.

What more, it's a penny stock.

And with a very small share base of 80 million shares, some would content that this share could be easily be pushed sky high.

All the ingredients is just about there. smile.gif

Hey, the chart is actually looking not too bad either - got potential hor..... whistling.gif

So I cannot really say that there is great harm placing a small bet on it. smile.gif


Oh yeah, my concerns could perhaps be viewed as being picky.... hehe...
That's just me...
A see a lot of shares all the time but I trade rarely.
I guess I am a fussy trader. laugh.gif



Boon3
post Feb 13 2014, 01:09 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 12:54 PM)
Break 110 is a good sign ... Shark put lots of barriers in front now...stand good chance to go further smile.gif
*
laugh.gif

You got gang member here. hehe... thumbup.gif
Boon3
post Feb 13 2014, 01:31 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(kueyteowlou @ Feb 13 2014, 01:16 PM)
high 5 anyone?

smile.gif dont greedy la... 17-18cents ok i think...
*
Ooolalaaa.... new tipsy.

Roti man change name...
Suddenly trading went popping. tongue.gif
Boon3
post Feb 13 2014, 01:32 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 01:28 PM)
its a good thing to be  laugh.gif  thumbup.gif ... u wan join us?  But little G abit like G string sots of notty things sweat.gif
*
laugh.gif

So far new year, good or not? biggrin.gif
Boon3
post Feb 13 2014, 01:38 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 01:34 PM)
ok la, small earn... engtex 1xx, guh still counting process... waiting to ripe at 115  rclxms.gif
*
Fuyoh!

rclxms.gif

Count until not clear .... laugh.gif

Want to hire cashier ah? tongue.gif


Boon3
post Feb 13 2014, 01:49 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(kueyteowlou @ Feb 13 2014, 01:45 PM)
aiya follow the trend of ppl talking mah...

ppl talk holding... i talk holding lo...

but i also trading the same style ... lol
*
laugh.gif laugh.gif




Boon3
post Feb 13 2014, 02:27 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 02:20 PM)
any news on high 5? rclxub.gif
*
why you ask me and why you no ask KTL? rclxub.gif

tongue.gif
Boon3
post Feb 13 2014, 02:30 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 02:29 PM)
i tot KTL told u  whistling.gif
tipsy marh boon...so that after GUH i can keep some other valuables icon_idea.gif
*
laugh.gif

Not very greedy ah u?
Boon3
post Feb 13 2014, 02:33 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 02:31 PM)
not la... just wanna earn some monthly income to pay bills...  tongue.gif
*
Why not find less bills to pay? tongue.gif
Boon3
post Feb 13 2014, 02:39 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 02:36 PM)
how to find less bill to pay? digi, streamyx and blah blah blah  biggrin.gif
*
doh.gif

less two 'blah' and 'blah' .... then kow tim lor. laugh.gif
Boon3
post Feb 13 2014, 04:40 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 02:46 PM)
the two is electricity and water shakehead.gif  shocking.gif  laugh.gif
*
doh.gif

Basket ball you mentioned blah, blah, blah....

I say cut two and you quickly say electricity and water pulak.

tongue.gif
Boon3
post Feb 13 2014, 07:24 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 13 2014, 01:40 PM)
60 lots small one... u count lo...bot 105  sweat.gif
Now got time. tongue.gif

Buy 105, aim for 115?

Very limiting game la.

Play just to win 10 sen.....

Doesn't sound like a winning game for me. wink.gif



Boon3
post Feb 13 2014, 08:30 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(gark @ Feb 13 2014, 10:00 AM)
Got another graham net net company.. but the business (Very) stagnant.. however cash rich with very good free cash flows... no debt whatsoever. Net cash per share about 34.7 c / share....

Accounting for the net cash the company is selling at 2x EV/Ebitda...PE 8x,  DY at 6% ..

» Click to show Spoiler - click again to hide... «


This company manufacture raw materials for wood products... with the recent good sales of wood products, wonder will the growth pass on to this company...

Good value or value trap?  hmm.gif
*
QUOTE(gark @ Feb 13 2014, 10:29 AM)
Hmm.....  hmm.gif

Further check review that majority of raw materials imported on USD terms while sales in RM terms... sweat.gif
*
Got time now...

You talking Hexza is it? sweat.gif laugh.gif

I was just looking at the back prices....

In 2010, just before the stock went ex for its dividends, Hexza was trading at 685.
Today it closed at 65.

sweat.gif

So a long term investor only gain dividends, which I think is not too bad.
Lazy to count leh... please feel free to add in how much....

Is this enough?
Cukup ka?
For holding a stock so long?

I know.. some would say yes...
Some greedy people like me... might say no. tongue.gif

Anyway so why isn't the stock performing?

I think is earnings is poor and very small.
Kacang putih earnings... sweat.gif

This is the past earnings.

FY2010 - 15.8 m
FY2011 - 12.1 m
FY2012 - 6.1 m
FY2013 - 8.45 m
FY2014 - 1 quarter - 1.020
Trailing - 8.8

FY 2013, showed some turnaround but as you can see its very small.

Very not exciting, in my opinion, this is why the stock has not gone anywhere at all this few years...
(you also can see the stock drifted sideways and lower after its last dividend end Nov)

Can this situation change?

Value plays... err ..... you know la me.... I somehow not a keen pure value player.

I want to see the earnings growth...

So for Hexza fortunes to reverse, I want to see the earnings growth.

Yes, last quarter earnings improved a lot (over 50+%) but the numbers used was so small.
Earnings improved from 672k to 1.02 m.
Too small numbers comparison, so I won't go gung ho over the 'improvement'....

If I want to trade this one...
I want to see volume increase....
I want to see earnings improve...
Else, it's a no go for me.

My 3 sen leh... icon_rolleyes.gif


Boon3
post Feb 14 2014, 06:25 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(Boon3 @ Feb 13 2014, 07:24 PM)
Now got time. tongue.gif

Buy 105, aim for 115?

Very limiting game la.

Play just to win 10 sen.....

Doesn't sound like a winning game for me.  wink.gif
*
MrLoo

Here's the chart, I drawn the 105 and 115.

user posted image

Aren't you playing for the small are of the chart?

Ok, I can understand where and why you put 115.
But for it to retest the most recent high, the stock should be good right?
Either sharks or fundamentals should drive the stock higher.
Right?
If so, why stop at 115?

It's like you have a horsie..
you think the horsie can run...
you look up on the horsie....

but when you bet....
you don't bet for the win...
you just bet for a placing....

sweat.gif

Very limiting in my opinion.... sweat.gif

Ok, enter at 105.
It's ok.

But if kelong... where you run?
will you run?

rolleyes.gif

Just 3 sen opinions for you to broaden your horizon laaaa...

icon_rolleyes.gif


Boon3
post Feb 14 2014, 09:06 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(MrLoo @ Feb 14 2014, 08:49 AM)
morning my boon3 sifu,haha, ok boon3.... short term can go how much then?  icon_idea.gif
*


doh.gif
Don't call me sifu la. mad.gif vmad.gif

Guessing how much and how far a stock can go short term is the hard.
I cannot do it.
That's why I don't trade short term.

Stocks are gambling.

Ask you...

1. You bet on a stock and hope for a 30% or more gain.
2. You bet on a stock and hope for a 5% or 8% gain.

Which bet makes sense?

tongue.gif
Boon3
post Feb 14 2014, 09:26 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(lambethwalk @ Feb 14 2014, 09:24 AM)
short term 1.20 tongue.gif
*
tongue.gif

How short is short? tongue.gif
Boon3
post Feb 14 2014, 09:28 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(lambethwalk @ Feb 14 2014, 09:26 AM)
another month?  hmm.gif
*
Hehehe...

confident nia... whistling.gif
Boon3
post Feb 14 2014, 09:29 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(lambethwalk @ Feb 14 2014, 09:28 AM)
not on track ?  sad.gif
*
Eh?

I dunno wor...

Like I said... short term... I dunno one. tongue.gif
Boon3
post Feb 14 2014, 09:37 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(lambethwalk @ Feb 14 2014, 09:32 AM)
i think they have picked up enough below 1, time to pick up the momentum and PUSHHHHH  blush.gif
*
laugh.gif

I like your confidence.

tongue.gif
» Click to show Spoiler - click again to hide... «



76 Pages « < 63 64 65 66 67 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0696sec    0.70    7 queries    GZIP Disabled
Time is now: 10th December 2025 - 06:57 AM