While EU and Japan continuing with their QE...

Hot money will flow to US

ZERO to <1% divvy yield

If MYR depreciate WITH a chance of going back up again... AND when property price is rising consistently. Then yes!

Now property price stagnant.. MYR depreciate...and not much chance to beat SGD, the more you use SGD to buy you kena double whammy.

You lose in exchange rate and risk property not going up... might go down instead. You dare buy?

And if you are holding Malaysian property buy using SGD, now MYR depreciate and property price already stagnant/peaked... what you want to do?

REIT also reacts the same one...

This post has been edited by gark: Dec 5 2014, 05:52 PM

Divvy is just ONE of the many fundamentals lah..

Growth is the main one, now oil price is so damm beat down.. you wanna bet it will go up (earnings growth) or go down (earnings less)..?

My investing goal is to slowly accumulate yield assets that eventually I retire at 55, they can provide for my living needs

I'm extremely bad at making sell decisions

With yield, I just sell when I can get better yielding assets

Stocks with no yield, when to sell?

Even easier.. when the profit growth becomes less or reverse.

You got the same concept in your signature leh..

"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas." - Paul Samuelson

I want my sex life investing to be boring

trolololololololol

hilarious commentary which is easy to understand.

Growth can and should be boring.. you are misreading the quote.

It means you should not jump in, out and around the stock and make buy/sell decisions on a few sen movements or rumors and wild speculation.

Example of good growth companies like PBbank, KLK & F&N.. are they not boring? Everyday like no movement one, not much volume, but then again if you see the earning growth it is fantastic since IPO and so naturally the share price has steadily appreciated with compounded gain of >30% p.a..

Do you think only dividend yield given by these companies can make these gains?

This post has been edited by gark: Dec 5 2014, 06:08 PM

If u bought PBank, KLK, F&N or even BAT during its IPO or not long after IPO...your yield on COST is amazing

Ok la ok la, I get your point

If I dun get it, what do u think I bought Karex (DY only 1%) for? For its free condom sample during AGM?

It's just that I don't like commodities stock...not something stupid layman like me can understand and observe on-the-ground

This post has been edited by Pink Spider: Dec 5 2014, 06:11 PM

Yes then.. if you only look at yield .. why buy karex?

Don't get me wrong.. Karex growth is amazing so far BUT it is WORTH such high valuation?

Commodities stock CAN be very volatile.. it swings from being ultra expensive (when commodity goes up) and ultra cheap (when commodities crash), these provide very nice entry/exit point for you..

This post has been edited by gark: Dec 5 2014, 06:14 PM

The double whammy point....

The currency falling...: sweat:

The high foreign holding....

What's left cooking in the pot?

Speaking of fundamentals, aren't TURBO and MAGNI consider good?

Did for a while because they expected interest rates to rise.. but it didn't so I dunno now

According to Peter Lynch, best growth stocks are those which grow 15-25% annually.
If over 25%, not sustainable.

Mah Sing.

http://www.nst.com.my/node/55168

Yes, the growth is probably damn impressive but....
the concern is ................................... YYYYYYY

cos just last year, 2013, they did one 400 million rights issue.

http://www.themalaysianinsider.com/busines...ve-rights-issue

and then now they want another 630 million rights issue?


Are they too aggressive in expanding?

See their cash flows..........


Have you seen their apartment/condo projects?
Huge...massive.....

And all over......................................

US accounting standard is different than British standard

Before listing they should know better the rules and regulation in NYSE, i suspect VT trust the wrong person for the task

2 years 2 rights issue?
That is something wrong already

U see IOIP launch rights issue too, apparently they want to buy over 37% shares in Taipei 101
This one i think is a great opportunity for them

Something wrong?
Aggressive expansion resulted in depleting cash or nt enogh cash.
Not enough cash = rights iasue lor.

Hi guys, just want to give you some interesting read on a Japanese day trader called CIS, whose stryr featured in Bllomberg news a while back:

http://www.bloomberg.com/news/2014-09-25/m...ion-trades.html

Points to note:

1) Fundamentals is useless in short term intra-day trading.

2) He monitors top 300 most traded stocks...

3) He said 'buy when people are buying and sell when people are selling'...

4) Hes an obvious momentum trader...means he monitor if theres a sudden big volume of bidding or selling price coming...he follows the big money when it enters and when it goes out.

5) Let his winner rides and cut his losers fast.

6) Complicated technical analysis or fundamentals waste your time in analyzing and executing....he prefers the numbers on the market to tell the story and re3acts within seconds....

Im a noob in stock market so pls spare me from any bad bashing uncle gark or pink spider gor...

Exactly spot on but only if you trade it short.... real short..... ie trades done within the minutes... the hour.....

I have known people who excels in such trades and I've known many who died badly trying to emulate such traders.

You can ONLY be as good as what you can be.

That's the key..... in stock markets ................. AND IN LIFE too.

Know what you are good at and MORE IMPORTANT know what you are NOT good in.

Think of war... OR

Think of yourself caught in a real fight in life....

where you have to ask... if we cannot punch... can you kick... and if cannot do either..... don't you think you should know your weakness ... which is cannot fight?

well if you cannot fight.... what can you do?

in short....... for short tern trading...........can you?

if you cannot.... what sort of trading can you be good at?

well... if you need to trade longer.... know your fundamentals.

Don't get fooled by the norm.... or those who tries to seduce you by trading just chart....... trust me.... it won't work if you trader in a longer time frame.

You need to understand the market... you need to know the fundamentals....

when you know the fundamentals...

you will know which stock could bring you ultra richness....

and you will know which stock you need to avoid.......