Intelligent Investor? The newer version is easier to read.

The middle few chapters is a MUST if you want to follow the value investing path.

OK, Sifu, will give it another go on the middle chapters.

Cheerio.

perisai (lau sai) haha

Please don't call me that....
Plus I am NOT an investor...

Every now and then...
you will see me trading one or two cartoonic stocks.

And strangely.. I hardly trade any stocks based on 'value asset play'.....

For me, PROFIT GROWTH is the the biggest ASSet in value....


Ask yourself this...
you can have a company...
very valuable in assets.......
but the managers....
eat full sell pau....
every year...
meet same sales target .... cukup....
cos they focused on being well managed and very conservative and not risk adverse to new business challenges.....
so year in year out...
they churn out lebih kurang same profits....

market? see them as boring...
profits every year same only....
so they no buy...
stock slowly drift lower....
and suddenly the company becomes a 'VALUE' stock.

Is that value to me?
Is that what I can a valuable company?
My answer is no.
Company is sitting on their backside and not making any effort to improve.

Oh..........

still morning la...
don't talk too much smelly things.... can ah?

The part to identify 10 bagger?

That is the crucial part among all

I also dont know.. he say caught lau sai...

donno which stock de..

No that part.

I read it from cover to cover at least 2 times already de.. good reference if you are doubting your investment strategy.

Itu ah.. already warn this Q profit will longkang...

But only if they secure order for their 2 vessels...Enterprise 3 & Rubicone..

There is value there but not until the above.

This post has been edited by gark: Feb 27 2014, 12:10 PM

This one you say chicken run liao

look above explanation... chicken run yes, but no hurry to catch this chicken.

Waaaa.... I think you did talk about rubicone but that was like early last moth....

post #3513

Yes I did say want to buy, but wait for E3 and rubicone confirmation yet.. until now still no confirmation.

So no buy.

Extract from today analyst report...



This post has been edited by gark: Feb 27 2014, 12:19 PM

Name no good, so no read analyst report.

Kow tim.

Noted and thanks.

I have compiled a list of value companies for my investment later (waiting for the coming BIG dip! Ha). In the study, noted that the performance of good value stocks is 1/3 or less of some high growth <removed> induced companies! Guess I should just stay with better than average return than aiming for 10 or 20 baggers. Too many political chains in some of the 10 bagger companies. Outside my comfort zone, too volatile etc.

Cheerio.

Sticking to what you are comfortable with, works most of the time.

Not surprising, Sifu. You can write "Intelligent Investor Bible" now!

Will give it another go.

Cheerio.

I'm still finding the book "Reminiscence of a Stock Operator" recommended by boon3.

Nope, have no luck in my place, anywhere to get it?

Boon, could you help to take a look at 5109?

it is going downhill at a very alarming rate. there is PP that will take place. co profits isn't looking too great. aussie dollar down. interest rate just waiting around the corner to be raised. (gark has mentioned before this is not a reit that he would invest in, preferring others).

wanted to sell but they just announced internal dealings yesterday which usually pushes up the price as far as i know. my holding is since june last year.

even though it is a reit... i feel that one shouldn't be blindly holding it just because its supposedly a long term investment. loyal reit followers keep talking about DY, but when capital is eroding like water in sand, DY doesn't seem to matter anymore. if this was a non-reit, i would have no hesitance in cutting it.

This post has been edited by lambethwalk: Feb 27 2014, 01:15 PM