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 STOCK MARKET DISCUSSION V129, All time high!

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gark
post Apr 4 2013, 11:20 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:18 AM)
Ya lah, if y buy a stock with a PE of 3x ( non red stocks ), how much can it goes down ?

Get prepared to average down just in case if does sinks to PE of 1x ( worst comes to worst )

My thought only.
*
Wah got PE 3x stocks around meh? Don's red chips ha.. all the accounts tipu one. tongue.gif
gark
post Apr 4 2013, 11:23 AM

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QUOTE(Boon3 @ Apr 4 2013, 11:21 AM)
Put me on table...  mad.gif

I use simple common sense logic most of the time.
When the sector is really hot and the stock has got some strong point, just buy lor.
It doesn't matter if the stock is old man or second liner or third liner cos a hot theme play will ALWAYS rotate, from big to small.

U can see the rotation..
tebrau, uem land...
then ksl, crescendo, hua yang, sunway....
now daiman...
then rotate back...

And HDBS target prices always fly sky so highlaugh.gif
*
Next rotate where? Into the sea? tongue.gif
gark
post Apr 4 2013, 11:32 AM

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QUOTE(Boon3 @ Apr 4 2013, 11:29 AM)
Tune Insurance ok ah?

Me looking at it for a long term play...
Not in a rush to buy though.
*
Don;t like tune ins... FA not good... hmm.gif

Got good FA + goreng stocks ah? drool.gif
gark
post Apr 4 2013, 11:35 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:34 AM)
Got Favco laugh.gif
*
Last time got when PE very low that time ... pity sold liao. sad.gif

Now too high to get in... doh.gif

This post has been edited by gark: Apr 4 2013, 11:36 AM
gark
post Apr 4 2013, 11:45 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:40 AM)
BUT  if future profit double , or triple , then still cheap.

But if u stick to historical data, then expensive.

Don't u value plantations and property stocks on that basis ?

Or u want to stick to past and super low  historical costs as yardsticks  icon_rolleyes.gif
*
safer to use old yardsticks.. cause if the future growth did not pan out still safe.

But have to make sure ler, that the company can generate at least some future growth.

Double, triple profit is too speculative...

Like plantation, we look for tree maturity and unplanted landbank. laugh.gif Even CPO stagnant.. still got growth. tongue.gif

This post has been edited by gark: Apr 4 2013, 11:47 AM
gark
post Apr 4 2013, 11:50 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:49 AM)
Wow , if u use old yardsticks and still can spot low PE with super goreng ones.

Then u are super good liao. notworthy.gif
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Super goreng ones hard ler... that one unpredictable. sweat.gif
gark
post Apr 4 2013, 11:57 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:54 AM)
But somehow u  bank in the future ( good )  values of the Plantation lands to buy.

If plantation lands depreciate like a car, then u still want to buy  laugh.gif
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Look at re-valuation date mah.. you can still find some plantation landbank still valued in 1980's at 2k /ha... how to depreciate... laugh.gif
gark
post Apr 4 2013, 12:16 PM

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QUOTE(cadmus @ Apr 4 2013, 12:09 PM)
Boon3, my remisier ask me put position on daiman. lol.

any thoughts? i didn't monitor iskandar potential related shares lately. Last i look at was Tebrau, before it goreng. lol
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Buy! buy! buy!

Mortgage your house, your car, your wife... brows.gif Just buy!

Super stock recommended by Ah Boon...

Guaranteed road to riches... drool.gif

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


This post has been edited by gark: Apr 4 2013, 12:18 PM
gark
post Apr 4 2013, 12:40 PM

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Ha... index slowly and sneakily heading south.... tongue.gif
gark
post Apr 4 2013, 04:11 PM

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QUOTE(tehoice @ Apr 4 2013, 03:50 PM)
Hi guys,

I've just opened up a CDS account not long ago, and managed to save some money for investment purposes during this pre and post GE.

Now, where do I start? and how do I go about it? how do I study about the market?
fundamentally I know, but it comes to the real world... I'm not quite sure anymore....

Thanks for the heads up...
*
Open stock page on star newspaper.

Put newspaper on wall.

Throw dart.

Buy whichever counter the dart hit.

Pray.

Win lots of money.

Apparently that is the method most fund managers use. whistling.gif

This post has been edited by gark: Apr 4 2013, 04:11 PM
gark
post Apr 4 2013, 04:14 PM

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Woo today is my best gain per day in 2013... doh.gif

Even after GE announced, now dilemma to sell or not to sell...

How come all my old man sleepy stock all waking up already.... laugh.gif

This post has been edited by gark: Apr 4 2013, 04:15 PM
gark
post Apr 4 2013, 04:17 PM

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QUOTE(yok70 @ Apr 4 2013, 04:16 PM)
if no sell, not real gain yet.  biggrin.gif
at what cash % you are at now?
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70% cry.gif cry.gif cry.gif cry.gif
gark
post Apr 4 2013, 04:21 PM

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QUOTE(yok70 @ Apr 4 2013, 04:20 PM)
LOL! market is king, not cash.  rclxm9.gif

I'm approaching 50% now.  laugh.gif
*
Thought want to ready elephant gun buy after GE announced mah... end up habuk pun tarak. doh.gif

Now only chance is wait for GE results announcement. laugh.gif

This post has been edited by gark: Apr 4 2013, 04:22 PM
gark
post Apr 4 2013, 04:23 PM

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QUOTE(yok70 @ Apr 4 2013, 04:22 PM)
Congrats Cherroy!! Daiman up 16% today from 1.80 a week ago! Power of goreng force!  rclxms.gif
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5184 also goreng mode... brows.gif
gark
post Apr 4 2013, 04:26 PM

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QUOTE(Boon3 @ Apr 4 2013, 04:25 PM)
laugh.gif

Laugh my backside off when someone makes a statement without even checking the facts!

Funny like hell!

What a nice end to a nice day.
*
Apa so funny.. tongue.gif
gark
post Apr 4 2013, 04:26 PM

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QUOTE(yok70 @ Apr 4 2013, 04:26 PM)
My long holding bears some food now. Selling bit by bit now.  biggrin.gif
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Selling already? icon_question.gif I wait till >2.00...
gark
post Apr 4 2013, 04:29 PM

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If you notice, most of the value stocks, low pE ones, those coma stocks all go up in activity.. can be FF meh?

I have zero index stock in my holdings... tongue.gif
gark
post Apr 4 2013, 04:45 PM

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QUOTE(old_and_slow @ Apr 4 2013, 04:42 PM)
Whats you guys view about raw material sector? hmm.gif construction need materials....
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Cement company value is still low.. haven't catch up yet. wink.gif If that is what you are looking for.... rolleyes.gif
gark
post Apr 4 2013, 04:52 PM

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Congratz Daiman holders... 16% in ONE day.

Mr. Boon, when going to drink champagne? brows.gif
gark
post Apr 4 2013, 04:53 PM

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QUOTE(river.sand @ Apr 4 2013, 04:51 PM)
The news article says Marrybrown targets halal markets. But don't tell me McDonald's is not halal in Malaysia or Indonesia, or other Muslim-majority nations!

If it wants to sell halal food in all markets, including Europe and North America, it might as well be renamed Al-Maria  biggrin.gif
*
Try Mc Rib... once try cannot go back to halal burgers anymore. drool.gif

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