Yesterday the drop cause me 2% paper lost

I choose do nothing

And.. i like strongbow.. who distribute that? 

I know.. i know.. girls drink, but i like it...

I love beers too. 

Happy Hour Carlsberg one jug RM30, one pint RM8

Cheap kan! 

If given a choice, I'd buy BOTH (of the share)

Aiyo market up 16 points but my counters all still mabuk

I now 'upper class' mah.. but i enjoy premium microbrews... this one not related to big beer companies.. 

I more or less now converting to use PEG ratio now instead of PE, DY & BV only... slowly changing from value to value-growth investor...

Boon master influence banyak... 

PEG < 1 = buy! 

That one cigar butt investor... last time also got do. Ok also.. but don't choose those tipu china shoe company... 

Non china PE 3 ok lar... but if the PE is not consistent/one off then not ok also...

FTSE Group and Bursa Malaysia Bhd announced that MISC Bhd and
SapuraKencana Petroleum Bhd will replace Bumi Armada Bhd and
YTL Power International Bhd in the FTSE Bursa Malaysia KLCI. Bursa
Malaysia said the replacement follows the semi-annual review of the FTSE
Bursa Malaysia Index Series yesterday. (BT)

http://research.cimb.com/index.php?ch=5013...c=56404&bb=file



Armada will be out d.wonder whether any effect to its share price bo.

Belong to petronas... EPF support kow kow.. index go up .. look pretty.

mamakthir related stock? 

No i don't see index one.. i see individual stock..

My PEG = PE / (Growth% + div%) 

A bit different from standard peg... that why call value-growth haha and minus off net cash on hand for PE calculation.

Why do you subtract net cash from earning in computing PE?

BTW, what is the formula for net cash? Cash & Cash Equivalents - Total Liabilities?

OMG what happened to luster!!!!????

Diez

If there is a stock with PE 3, in a bullish stock market (until now equities is still performing very well, despite recent volatility) then must extra becareful.

In a bullish stock market, generally,

Good thing won't come cheap.
Cheap thing may not necessary must be good.

And another phrase is too good to be true.

I don't get it

Each industry has a way to analyze, u can't use consumer stock PE and judge it on steel company PE.

Efficient Market Theory?

Because PE is based on historical figures. Shares investment is looking at prospect. Assume financial community are rational, they have taken account of the future prospect of the industry. Thats mean the prospect will not as robust as currently is. Political factor such as dumping, rising standard of steel import quality, economic risk (forex fluctuation)  and embargo There matbe decline in performance in the future where climb up the PE or have no PE (company making losses) at all.

Cyclinical stocks are not easy to predict. It is only suitable for investor who is in the industry n know the market well. Learn from peter lynch.

When i buy foods industry, i know people will eat no matter what the economuc conditions. But we cany do this on cyclinical stock. Thats why cyclinical stock is not a sound long term investment

oldtown, astro, aeon, walmart, coke are some of the long term investment i am looking at. They all have wide economic moat can defense against competition and market. I will buy them when their price reached my intrinsic value. Think of 100 years, they will still survivr