Yeah ... miss your tipsy..

Courtesy of Airasia RM 500 ticket..

After the euphoria comes the.....

Now hardly got any counters to buy.. all trading at high valuations...

Margin debt (US) is at all time high....

Small cap stocks is being pushed up....

Index gaining on PE expansion....

Market average dividend yield all time low...

Easy money for everyone....



This post has been edited by gark: Nov 4 2013, 08:04 PM

Said bye bye to WB today...... 80% profit good enough and the mother is getting a bit over valued.

I am slowly shrinking my portfolio mah....

Anyway it has been a spectacular run ...

If it does, well too bad... now I am secretly hoping it will not.

Anyway the stock has been propelled by buybacks and merger rumors, otherwise fundamentally, the stock should not be trading at this valuation. My view if there is any more further upside it will be limited, unless it can announce surprise earnings/projects.

Inari momentum has slowed down considerably, insiders are selling like no tomorrow, I am still keeping...because fundamentally still good, what is your view?

This post has been edited by gark: Nov 7 2013, 09:50 AM

This lingx3 fatt i kept for some time already.. FA still ok, so wait for more upside.

This post has been edited by gark: Nov 7 2013, 09:51 AM

Boon... sai-park.

Haha.. yes the stock is heavily manipulated by buybacks.. whatever they can do to manipulate it upwards, they can stop anytime and let the stock bottom out.

The cut profits is a good technique, but sometimes it can fail too...

Valuation still intact.... hold for now.

You selling yours?

Sharing is caring mah.. we share our wins and losses not because want to whine or boast, merely having other's input is important.

Investing is a lonely 'hobby/work/side income' so with more sharing we have a sense of community mah.

BTW you long long time no give tipsy liao hoh...

I am thinking that everyone is looking forward to the next Q results before making any buying or selling decisions, hence the lower volume. Also the main shareholder is now concentrating on Insas buyback instead of Inari buyback like a few months ago. Retailers being retailers, get nervous and collapse easily when there is no 'shark (in this case Inari buyback)' to support them. Institutions is out of the market as it is still an ACE stock, most institution are restricted to purchase ACE stock. I am interested to see how much Amertron actually contribute to the bottom line, and I am suspicious it might not be as good as estimated.

Understand that they are dumping warrants, rather than main share. Although the warrants are very much in the money, they do need conversion and conversion needs cash to do so. I am thinking the shareholder is not willing to pony up the cash for warrants since they have already done so for the rights issue. Selling warrant now is to recoup their capital from the rights issue. If I am owner, I would do that too...

Meaning...?

Fitters... looked at it previously..bussiness evolved from fire fighting then diversify to M&E, then energy and now property...the latest earning is primary contributed by it's property sector. every tom d*** and harry also want to go into property now like I bhd, scientex and many more...how long can this last?

Just don't like the stock enough to buy it..

This post has been edited by gark: Nov 9 2013, 04:00 PM

Sold Ah seng today ...

Many people bullish.. but i bearish...

This post has been edited by gark: Nov 11 2013, 11:17 AM

Want to play this game? Heart must be steady...

Emotions = bad judgement.

This post has been edited by gark: Nov 11 2013, 11:20 AM

Q results coming soon.. do not expect it will be pretty. Ah Seng has been buying back it's own shares since last year...

Ada...

This one see how first...

Ya this one hah... although the chart scream sell sell since volume disappearing...

But...

Valuation is still decent despite the run up.. if volume and price contracts, then perhaps can buy more.

I am still waiting for the next Q report.. so if the next Q report report bad, then might sell but that time sure drop 10-20 sen but still in the money...

Its a bet I am willing to take now.

Anyway my cash position is very high already de... Any tipsy mou ah...

This post has been edited by gark: Nov 12 2013, 09:53 AM

Look at the other side of the coin .. if Q report better, then up 10 cent leh? How?

Huayang looks good.. fundamentally...

And for some strange reason, I am looking at KFM...I also dont know why... no volume, negative earning, low NTA

This post has been edited by gark: Nov 12 2013, 10:04 AM