To copy, the fingers had to cover a lot of real estate on that Star website.
To paste, have to login to Lowyat then have to click this forum and then have to paste and then have to click send.


Kesian my fingers you know.
So much hard work done.

This one interesting, especially the name - Second Wife.

This one is a good stock for discussion.
Dividends paid by the company is good (Lazy to count the exact yield based on currrent price) but the question I would raise is 'sustainability'.

I believe 2nd Wife is still debt free but I believe at the rate they are are generously giving out the dividends, cash pile should be shrinking fast.
I know this is arguable because some will point out that since 2nd Wife has no debts, it has the leveraging option.

Profits have been dismal compared to its glory days when it was making more than 25+ million a year.

IF I were to buy for the dividends, I have to be contended and live with the fact that this 2nd Wife is not going to seduce many due to lack of sexy factor (profit growth )

A plus factor I noticed is the company has been supporting the share price by buying back shares.

What you want my fingers to touch?

If I am LLB, pretty soon I have to charge you.

Why you so direct one...


Old man stocks I also one man!
I will just trade it using a 2 year time frame.

gark:

Ok .. I no list to share.
Share some ideas/observations can gua.

Ok, since KSeng was on such a leng chai run last week, do we have other stocks that might be the next KSeng?
ie.. stocks sitting on huge land banks that aren't properly revalued to current market prices.

I start some...

1. Genting Plantations. The other day, one report suggested it has plenty of land in Johor area.
2. KSL. This one got lots of land area near Iskandar area.
3. Plenitude. How could I leave this one. Overloaded with land bank for a property developer.
4. Incken. Bangi/Kajang land...
5. Oriental?
6.
7.
8.
9.
10.


let's keep this list going...

The profit growth is one important factor.
Check SAPIND's dividends last year.
Yesterday SAPIND reported very poor earnings.
Stock now is down quite a bit.

This one need some very hard work.
Go read their Annual report.
Look at past 5 year profits.
Check see if the profit is increasing or decreasing.

For example, 2nd wife's profit few years back was around 27 or 28 million, iinm.
Now is just 10 million.

If you want to go more in details, you can compare the year it made the 27 million, check the stock price.
Then compare it to now.

A lot of hard work....

Easier method, go spend money and buy the data.
Dynaquest sells a book which compiles all this date.
The cheapskate, alternate method of this is to go to your favourite book store and then....
either you remember those numbers or you take out your Smart Phone and snap.....

Yeah!!!!!!



I like SOP.
KFima. Can't understand why they dunno how to take Fima Corp private.
Cypark? Don't like name. (don't whack me for this but the name... no sound nice. )

Not that super old man list la.

Hey, you no like Hai-O?

Just name some mah...

Add to list ... don't mean have to die die must buy.

Err.. I understand KSeng boss very the kiamsap but did you see how leng chai a stock KSeng became last week?

Early this month? < 4.20.
Today price? > ...... 5.12!!!!

Not too bad mah.

If you masuk 4.20, 96 sen don't come also shiok enough already mah.

I agree with what you say about the owners of stocks like Oriental and Kseng.

But ... the stock isn't as bad leh.

Last year, before reports came out suggesting Oriental was a buy, Oriental was trading the 7.60 region.
Oriental today is 9.20.

When market demands for such stocks... how bad the stock, the stock also can move one.

Your explanation is sibeh farneeee!!!
Good lah you.

But I don't look at it from a DIVIDEND perspective leh.
Or as many has said before, traders just don't marry the pretty gal, they just want the quick screw.
From 4.20 to 5.12 in one week, is very good leh.

Can you see that such stocks are in demand?

Give another example.
Tebrau.

Lousy company... blah, blah blah... tiok.
But the lousy company got all the land bank in the hot, hot area in Johor.
Their cost of land is so dirt cheap.

Compare Tebrau stock performance the last 6 months.
Not bad isn't it?

Buying stocks for dividends is good. -- better put this statement.
But stocks that don't give dividend, doesn't mean they are lousy stock and cannot give good return for the investor or trader.

I really understand your concern but I believe, sometimes, not often, the market can do some unlocking of the value.

Sometimes there will be success, sometimes no. ( good example? ICAP )

You look at Daiman.
Another property player which has lots of land in JB area.
Daiman might not be the best property developer but at the rate the land is appreciating in JB, companies like Daiman will also profit big time by the market, like we saw last week when Iskandar theme became the hot thing!

Crazy hor... but I agree with you on the owner issue.

I like the anak name... Dayang sounds so sayang.

Parkson itself not doing so good recently.

I understand most of the issue about ownership but do look at what the market is focusing on : Land BANK.

Market is hot over this and I am just looking for more ideas.