summone

pinkspider

be Chief Entertainment Officer -




This post has been edited by felixmask: Apr 29 2014, 04:08 PM

I wish I could smoke w**d...cos it's PURPORTEDLY less harmful than tobacco

ok la and due to your strong comment i decided to top up homer. and guess what? i bought my long forsaken son marco too. don't ask me why. i just feel right too buy it.... i see all my friend syok syok wear g shock, i cannot tahan go buy it

guess my portfolio would be 80 share:20 cash

guys, is it a good time to buy and keep for now?

With my biased eyes and mind, I see that as tell-tale signs of bigger problem brewing there. Ha.

More to come in the next few months?

Wondering why 4 at the SAME time? Same person/fund manager?

Cheerio.

what to buy

dont know. probably some mid cap stock since heavy sell down on both yesterday and today

Aiks

like this, I cannot simply take Q2 YTD numbers and multiply by two...it would be misleading/meaningless

my portfolio.....40% is homeritz liao LOL after today's top up

boon3

let give example, company A

quarter financial result
2013q1 profit 30m
2013q2 profit 20m


2014q1 profit 50m
2014q2 profit 40m

q2 q-q comparison = +100%
previous current comparison = -20%

how would you rate this company then? would you still rate it as 100% growth in the coming quarter?

what if
company B:

2013q1 profit 40m
2013q2 profit 30m

2014q1 profit 50m
2014q2 profit 40m

how would you rate then???

addon: since he no reply me yet, i add another company C

company C

2013q1 profit 40m
2013q2 profit 20m

2014q1 profit 80m
2014q2 profit 40m

how would you rate it then?

40-20=20m
80-40=40m

This post has been edited by spring onion: Apr 29 2014, 04:49 PM

Why bother comparing with last year when the price reflect whats going on now and future.

Tak nak.

Nanti spoil my name... water wash also cannot clear.

because boon was mentioning about seasonal business cycle mar. want to understand abit about it too

Wow everyone so bullish on Homer

Last quarter oso same thing... good result but homeriz price also kena throw down.

Then had to wait.... long long... for it to climb back again

More like everyone just following...

Only 2 persons did their homework...

Aiyooo... no need report me what you buy or what you sell.

Me not the reporting center.

Homer?
I just laid down the facts as it is hor....

I no say buy...

I only ask my kawan Gark to sell.....

Means everyone else is not kawan...but waterfish...ikan bilis

aiya i just want to share with you so you can record in your 555. perhaps you can do some judgment about the share too for yourself

Fuyohhhh.... only A, B and C....

no D, no E?

Actually fundamentals, you should ask gark...
His England explain much better...

If it is hard to see, use it with TTM.

As long as the TTM numbers is better than the last year fy number...
you know growth will be there....

Company A...
Yes. clearly a growth company.

Company B...
Also growth company...

Same Company C.


Use TTM, trailing twelve months.
you can see better.

for example again...




last fy 2013 eps 7.56 sen
ttm eps now 10.25 sen

** in this case, the TTM assumption is Q3 and Q4 earnings is constant.
and if it is constant TTM eps is 10.52...

which means, there is a possibility the fy 2014 eps would improve from 7.56 sen to 10.25 sen.

However.... LOL!
As we know, Q3 and Q4 earnings usually stronger....
we assume here hor....
our risk....
which means there is a possibility that the EPS should be higher than 10.25 sen....
If I have to guess (hope I am not wrong) I would say maybe 13sen or 14sen....

ok?