It alsi have to depend on when you buy ma...

Without profit growth... this will turn into a divy stock.
Are you keen?

Hi, wanna ask beside malaysia stock exchange, where can we trade? hang seng, nikkei, dow jones? how to trade their stock markets? bank account?

google lo.
a lot stock broker provide overseas trading.

hovid...ho ho ho... ok, try to accumulate on T+3, which is on Wednesday. any advice guys?

btw. homer case... operating cost increase because of raw material. where is the expansion part? iinm, they divvy pay off rate is 50% for Y13 and Y14, which leaves the 50% left is for gworth...however i dont see their expansion pack. which their cash pile gone still in their piggy bank, what are they going to do about that?

This post has been edited by spring onion: Jan 31 2015, 03:57 PM

come i help you google

https://www.imoney.my/share-trading

Google

This post has been edited by woonsc: Feb 1 2015, 03:55 PM

Previously two of Homer's greatest strength (ie seduction for investors) is Profit Growth + growth in cash.

For Homer's profit growth, we were once looking at 10.8 mil > 14.7 mil > 15.1 mil > 20.2 mil

That was pretty impressive.

After 2 consecutive quarter of poor profits.....

using trailing profits..... the impressive profit growth becomes 10.8 mil > 14.7 mil > 15.1 mil > 20.2 mil > 18.7 mil ......

The impressive profit growth story has turned into a decline....

Yes... some would argue.... that 2 quarters perhaps isn't conclusive......
some on the other hand would argue that the growth might have ended.... arguing that on the back of a very favorable forex and SEASONAL strength, Homer should have clearly showed more profit growth instead of decline.....

no matter how argues it.... the profit growth is challenged....

A furniture stock with no growth? Clearly not an interesting investing proposition.

SECONDLY... the growth in cash.

Previously, we were once looking at 11.7 mil > 24.4 mil > 24.7 > 51.8 mil.......

which I believed is one of the most incredible cash growth story on Bursa.

One of the best......

A company which clearly knew how to generate more and more cash each year....

The recent quarter? Cash actually shrunk..... to 49.2 mil.

I know... slight drop ..... but still a drop..... indicating cash might not grow further down the road....

now without the cash growth... and profit growth.... as a speculator..... it does NOT give you much support to speculate and hope for a big fat dividend as before.....

Two of the solid reasons to speculate on the stock..... is now turning weak.

So what's left?

Assuming same dividend payout as last year... ie 5.1 sen....
perhaps you can do some counting...
at 1.00 ..... how much yield?
at 95 sen... how much yield?
at 90 sen... how much yield?
at 80 sen... how much yield?

Like I said.....
Without profit growth... this will turn into a divy stock.
Are you keen?

the cash are still there we are looking at a company worth RM100 mil++ which consist of RM50 mil cash on hand... surely they can do something with that money right?

Previously... speculating on Homer's cash....

one was speculating on a stock that had profit growth + cash growth...

now? one is speculating on a stock with no more profit growth + cash which isn't growing anymore....

is it the same?

i see the point in your argument. it's about value you get for in share right? i would say their revenue still stable to deliver a stable dividend... and yeshhhh i love dividend stock that's where i can see, touch, taste, smell and hear the physical money fliiping though my hands

i always treat homer as a dividend share, no doubt. when i choose this share after you guys recommend. i would look at it's dividend yeild and wow it really caught my attention. let us see how much will homer gives in a year

i guess you have dump your homer in that case, while i prefer to hold and see what happens next .... unless you are able to find 1 more gem

This post has been edited by spring onion: Feb 2 2015, 10:44 PM

Oil price above USD50. Big jump in O&G counters tomorrow?

I think Homer is still an attractive stock, esp given last week's plunge back to 97 sen.

Removing seasonality factors (by right sales is most booming at December, just before X'mas and New Year, right? Latest quarterly results only up to November...)...

Their revenue is still positive.

Profit Before Tax margin reduced slightly, but still at a very attractive 18.4%.

EPS declined, but at current price, P/E is just 11.4 times.

And assuming consistent 50% payout ratio just like previous 2 years, we are getting DY of 4.4%.

your karex.... i seems interested. but price abit high now. it would be good if it drops a little lower for me to pick up

btw, out of curiosity, is this you in your profile picture? seems lovely

Condomman? My entries were at RM2.6-RM2.8

Lower? How low is low enough for u?

My jailbait goddess

looking from the weak demand from oil.....i'm right now trying to accumulate some recession proof stocks... hovid i shall wait for T+3. YSPsah looks decent but i'm but worry about it's financial. karex looks good but too expensive right now

Recession-proof? Why not try look at YTL Corp. Power, utilities, hotels, cement...

It flown above RM1.70 while I'm hesitating to dump which counter

ppb?

Itu tak payah cakap lar...u see it in my siggy what

YTL Corp P/E and DY-wise more attractive

This post has been edited by Pink Spider: Feb 3 2015, 12:16 PM

Why is it always about what I do?

The point of it all is to look at the stock objectively.... with any predjudice.

So if this were to be a dividend stock... the point is then why must choose Homer?

And the obvious thing for an investor ( I think ... I dunno la... me trader) is to ask oneself if Homer represents the best dividend stock there is?

I repeat once again...

So what's left?

Assuming same dividend payout as last year... ie 5.1 sen....
perhaps you can do some counting...
at 1.00 ..... how much yield?
at 95 sen... how much yield?
at 90 sen... how much yield?
at 80 sen... how much yield?

Like I said.....
Without profit growth... this will turn into a divy stock.
Are you keen?

You have to work out those yield...

and you also have to ask... based on those yields.... would other investors be DIVING in to buy the stock?

at 95 sen... what's the potential yield to hold the stock for one yield? ..... does it seduce other investors?

At what price... do you think it would be interesting for other investors?

You need to focus on these simple issues.....






again... regarding the DECLINE in profits.... sometimes, when one has vested interests, one has the tendency to dig out a reason for oneself, to justifiy oneself... that perhaps this is a temp setback....

..... and others.... they might not.
A decline is a decline.
It could potentially mean... Homer is no longer a growth stock....
without growth in earnings.... the stock simply isn't as attractive.....


and this isn't a post trying to persuade you on your thoughts....

Ah Boon3 gor gor...

YTL Corp camne?