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 Bursa Traders V3

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gark
post Mar 22 2014, 10:13 AM

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ho hum... yawn.gif
gark
post Mar 22 2014, 10:28 AM

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QUOTE(Boon3 @ Mar 22 2014, 10:23 AM)
hum and ho ................................ yawn.gif
*
Any new thing to buy? brows.gif Market's getting over valued.... yawn.gif

Was thinking average up on &a& and homer .. what you think? tongue.gif Does the graph support it? I know FA sure support...

Also to trim some coma stocks .. whistling.gif

This post has been edited by gark: Mar 22 2014, 10:29 AM
gark
post Mar 22 2014, 10:35 AM

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QUOTE(Boon3 @ Mar 22 2014, 10:32 AM)
Still same like b4.

Insas needs to show me 1 buck first.
Then I would like to see how it trades after crossing 1 buck.
Then only I consider.

laugh.gif

buying would be much higher.
LOL!

whistling.gif
Homer?
Still neither here or there....
Will only look see if above 76 sen.

LOL!
I know....

1000% pure....

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

*
why the 1 buck and 76 cents target.. not understand.. hmm.gif

The lower we buy the better right? tongue.gif
gark
post Mar 22 2014, 10:38 AM

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QUOTE(billy_overheat @ Mar 22 2014, 10:37 AM)
so that it will become the support for higher price?  tongue.gif

homer good ah?  tongue.gif

no hollan ahhh... bruce.gif
laugh.gif
*
Guarantee holland.. u want ah? tongue.gif

I usually average down de... first time wanna try average up so have to ask sifu boon. thumbup.gif

This post has been edited by gark: Mar 22 2014, 10:38 AM
gark
post Mar 22 2014, 10:47 AM

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QUOTE(Boon3 @ Mar 22 2014, 10:39 AM)
Nope.

laugh.gif

You buy a share...
You think you are correct....

But share goes down....

What does this mean?

Market thinks you are wrong.

laugh.gif
If you buy more... it means you are buying more of 'your wrongness'....
laugh.gif
» Click to show Spoiler - click again to hide... «

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My thinking a bit terbalik... my notion is market is not always right.. sometimes you can buy $1 for 50 cents.. there is no reason not to buy. hmm.gif

Except the risk that the market takes a long time recognize the value. Or the stupiak owner held it all tightly.. doh.gif

This one posted in 'your' blog.. shows that the listed shares held by &a& already worth RM 1 per share, which i have also calculated previously.

Means we are only buying the net share value and get everything else for free.. including the net cash of 300 mil.. whistling.gif

But then again hor, sometimes market is irrational one. rclxub.gif

This post has been edited by gark: Mar 22 2014, 10:50 AM
gark
post Mar 22 2014, 11:40 AM

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QUOTE(Boon3 @ Mar 22 2014, 11:16 AM)
But try divert traffic from the average down thingy!
huhu.....
» Click to show Spoiler - click again to hide... «


72 million bought at 40 sen.
41.2 million bought at 1.10.
8.8 million shares were before IPO.......

now Siva wants to sell all at 1.10.

How much roughly do you think he will make?


Did you say he was an ex banker?

You like sky high PUT option calls on a clearly failed business?
Anyway, so boring no pictures.
» Click to show Spoiler - click again to hide... «

@foofoo.... this one buy/sell/avoid posting ah? tongue.gif
*
Haha it is a lousy stock with very poor fundamentals, even me i will not average down lah. I only overage down companies with good fundamentals but with bad price sentiments... wink.gif

So it is different... not the same analogy. tongue.gif
gark
post Mar 22 2014, 11:43 AM

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QUOTE(Boon3 @ Mar 22 2014, 11:09 AM)
Cilaka!

doh.gif

That Boon and this Boon where got the same?

This one... so yao yeng.  icon_idea.gif 

tongue.gif

Please get that right la. laugh.gif
See, Insas is a value play.
Value play, to realise your value, you got to make sure the gang/market is behind you.
Else you will kena trap with the stupiak owner not doing anything with the cheap value ( remember Kuci Chai? )
With the market behind you, there is hope...
the force is behind you....
that your value play got chance...

whistling.gif

if you hope for average down...
your risk?
you bought more of a cheap stock....
but the problem is... the stock did not go higher....

Remember end of the day, you want to make profit from your stock.
Or don't tell me you just want to be a 'forever' cheap stock collector?
You need your profits.
You want the profits.
Your girlfriend wants your profits. LOL!

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


Homer?
What do you have?
No strong hands la.
Stocks without strong hands is like Aces not going places. LOL!
If I have it, I would only want to average up, given all the factors.....

My 3 sen bleh bleh bleh.

heeeehehe laugh.gif
*
Ya both homer and &a& are value plays.. value play can be both risky and rewarding.

My previous value play at HDBS is lets say got 'caught'.. hahaha, but still the value is very hard to ignore. March 27th AGM for distribution already. See how it goes.

Other value plays have yielded substantial good results but have to wait on average 1-3 years. One thing with value plays is that even in a bear market, it will not go down much since no volume = no up + no down. Can cut both ways. And once value is 'discovered' the stock can launch like rocket.. laugh.gif

So playing value plays is less risky of losing your capital but high risk of getting your capital stucked. tongue.gif

This post has been edited by gark: Mar 22 2014, 11:46 AM
gark
post Mar 22 2014, 07:19 PM

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QUOTE(wenqing @ Mar 22 2014, 06:57 PM)
Warren Buffett quote "In the short term, the market is a voting machine. In the long term, it is a weighing machine"
The key point here is time and patient. Patient can be nurture but time is sometime that cannot be brought and sell.

Conclusion: Start investing early biggrin.gif  biggrin.gif
*
Hehehe .. try telling that to ah boon... tongue.gif

He Philip Fisher style, we Graham style...

But sometimes both tactics got its merit.. laugh.gif

This post has been edited by gark: Mar 22 2014, 07:20 PM
gark
post Mar 22 2014, 07:22 PM

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QUOTE(Boon3 @ Mar 22 2014, 06:28 PM)
My left leg feels longer... dunno why...  icon_question.gif
*
This one very serious medical case ini... hmm.gif

Need x-ray & MRI, and lots of other tests... nod.gif

.
.
.
.




Conclusion : Need cut left leg off & kenot eat ketam laugh.gif








tongue.gif


gark
post Mar 22 2014, 07:24 PM

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QUOTE(wenqing @ Mar 22 2014, 07:22 PM)
Hahaha.like kungfu hah??different sect. tongue.gif  tongue.gif
*
Ya taichi (slow) vs jujitsu (fast)...


in the end the jujitsu guy probably trash the taichi guy... sweat.gif
gark
post Mar 22 2014, 08:00 PM

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QUOTE(Boon3 @ Mar 22 2014, 07:42 PM)
*cough* *cough*

Throwing Buffett quotes at me meh?

Ahem... TODAY you are asking me about ....

quote: Was thinking average up on &a& and homer .. what you think?


My answer is Insas needs to show me 1 buck first.
And Homer needs to be above 76 sen.

Those are the points where I would only consider buying .....

You know me, I favor buying higher most of the time and you know I don't like to buy low.

So what's this got to with what market and what voting machine? tongue.gif tongue.gif

Fisher? Is he Fish Leong friend?
Graham? He's the most famous manager at Arsenal many years ago... right?

tongue.gif
*
Hahaha appreciate your views really.

The buffett quote not by me leh.. look who post one.. whistling.gif

Anyway good discussion on the average up, will keep that in view. wink.gif
gark
post Mar 22 2014, 08:02 PM

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QUOTE(Boon3 @ Mar 22 2014, 07:46 PM)
Kung fu masters?

No wonder stock forums got so many sifus.

Which mountain need I go to look for sifu?

Can learn me how to fight like this --> bruce.gif
*
I think thats one.. you need go HK.. learn Wing Chun..

Like bruce lee.. tongue.gif
gark
post Mar 24 2014, 09:56 AM

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hmm... to chase or not to chase

or wait for RM 1 like boon says...

already break previous resistance. drool.gif
gark
post Mar 24 2014, 09:58 AM

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Today is going to be another good day.. thumbup.gif

almost every single counter green green... laugh.gif
gark
post Mar 24 2014, 09:59 AM

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Boon,.... your so call 'stupiak' punters at 5166 still have not stopped yet... today even higher volume. wink.gif

This post has been edited by gark: Mar 24 2014, 10:00 AM
gark
post Mar 24 2014, 10:08 AM

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QUOTE(Boon3 @ Mar 24 2014, 10:02 AM)
Terang terang that was an announcement to fry the shares up.

Punters see and want to chase...
let them be....

laugh.gif
*
Plus articles in the star, nst & edge giving all kind of theories helped as well... whistling.gif
gark
post Mar 24 2014, 10:11 AM

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QUOTE(billy_overheat @ Mar 24 2014, 09:54 AM)
Since that's a very subjective point of view, how can one judge FV then? The buying point is very important and I'm still finding  this particular topic. Hooked on certain websites already to keep reading. biggrin.gif
*
To judge FV, you need to take apart the company into single business, value them and add them back up plus cash equivalent and minus out all the liabilities. laugh.gif

Be very careful when making FV, be as negative as possible, if you are too positive on a stock you tend to over value things... whistling.gif

My FV for most counters is like really low... wink.gif In fact so low... Boon always 'ketuk' me one. laugh.gif

This post has been edited by gark: Mar 24 2014, 10:12 AM
gark
post Mar 24 2014, 10:14 AM

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QUOTE(Boon3 @ Mar 24 2014, 09:44 AM)
Insas is a straight up 'value play' thingy....
The discount to fair value will always exist.
*
True value plays will always have discount, and they cannot reflect true value...

But the discount is getting ridiculous, sooner or later the pressure cooker gonna pop and the discount will reduce.

Big question is when only? hmm.gif

IMHO now it is discounted to FV by >50%... and liquidating value by >65% rolleyes.gif

This post has been edited by gark: Mar 24 2014, 10:19 AM
gark
post Mar 24 2014, 10:22 AM

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QUOTE(spring onion @ Mar 23 2014, 09:07 PM)
as long US exchange rate is high... the horse will continue to move forward.... suddenly show interest in hevea or poh huat hmm.gif  hmm.gif

feeling like playing poh huat using to TA

btw, how do you guys approach on calculating fair value (TP) of a company?

for me:

(share capital - treasury share + reserve + cash in hand + cash in banks) / share issue
*
This is not the way to calculate FV leh.... laugh.gif

Cannot value solely by cash... otherwise high growth company with little cash & lots of loan then FV become 0? laugh.gif

Tak boleh... wink.gif
gark
post Mar 24 2014, 10:43 AM

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QUOTE(Boon3 @ Mar 24 2014, 10:41 AM)
Almost there....  tongue.gif

Ada volume...
Ada action.......

laugh.gif  laugh.gif  laugh.gif
*
still waiting to break RM 1.. today bit different.. volume mother > daughter.. usually the other way round 1

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