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Traders Kopitiam! V6
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SUSPink Spider
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Dec 4 2014, 01:44 PM
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QUOTE(holybo @ Dec 4 2014, 01:43 PM) for O&G, there is a big room for cost cutting.. as long as ppl still burning fossil fuel, O&G will still alright.. who want to use renewable fuel when fossil fuel is so cheap, especially asia  Green technology cannot fight with fossil fuel Like...compare Formula E punya toy car-like sounds vs Formula 1 fuel-guzzling high-rev engine sounds The passion
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SUSPink Spider
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Dec 4 2014, 03:54 PM
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foreign money pulling out from Bolehland and buying up Dragonland stocks? 4% up today
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SUSPink Spider
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Dec 4 2014, 04:04 PM
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QUOTE(felixmask @ Dec 4 2014, 04:00 PM) ur got switch Fund to DragonLand Fund? My Emerging Markets fund already got >20% exposure to Dragonland And my Asia Pac fund also got >20% exposure Overall, about 15% of my UT equities are exposed to HK/China
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SUSPink Spider
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Dec 4 2014, 05:20 PM
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QUOTE(gark @ Dec 4 2014, 05:12 PM) Someone must have lost lots of money following some Analyst recommendation until he has to blog hantam them like this..  Funny stuff to read during a bleeding stock exchange.. Warning : Profanity and bad language in link. 18SX only. » Click to show Spoiler - click again to hide... « Damn...the same POHfessional ANALyst who recommended Stemlife is also the one who got me into Pharmaniaga  All also CIMB punya olang This post has been edited by Pink Spider: Dec 4 2014, 05:23 PM
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SUSPink Spider
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Dec 4 2014, 05:33 PM
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QUOTE(river.sand @ Dec 4 2014, 05:31 PM) For all the ANALysts, I will add the one in CIMB, who gives BUY call for Prestariang, with TP 2.94, even though the companies has had 3 down quarters. Today's closing price is 1.56 - would have been lower if MARA had not expressed interest in it. CIMB punya, almost always put very optimistic TPs Well, at least Pharmaniaga still managed to churn out growth. Can continue to hold and hope it will wake up someday Among the IBs, CIMB put highest and probably the only who put "BUY" for AxisREIT. TP? RM3.80++ Alliance and RHB-OSK more conservative This post has been edited by Pink Spider: Dec 4 2014, 05:33 PM
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SUSPink Spider
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Dec 4 2014, 10:35 PM
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US and Europe red(dish) Esok...KLCI sure green!
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SUSPink Spider
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Dec 5 2014, 09:33 AM
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In this storm, Mah Sing seems quite stable. Property developer, yeah property is heating...but their projects mostly at Klang Valley, not too expensive too...can buy for 3-5 year period?
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SUSPink Spider
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Dec 5 2014, 09:58 AM
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QUOTE(river.sand @ Dec 5 2014, 09:56 AM) I got Mah Sing shares too. But since it is going to have right issues and bonus issues, I wait and see first. That day I followed a fiber installer to a condo run by Mah Sing. The MD's young son happened to be there. Everybody called him 'boss'. Typical chinaman company... Chinaman company may not necessarily be badly run
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SUSPink Spider
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Dec 5 2014, 04:55 PM
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I'm officially Dividend Warrior Malaysia. 47% portfolio invested in REITs  Just added Al-Aqar Healthcare REIT today This post has been edited by Pink Spider: Dec 5 2014, 04:55 PM
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SUSPink Spider
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Dec 5 2014, 05:33 PM
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QUOTE(gark @ Dec 5 2014, 05:28 PM) Property and REIT is already way overvalued and waiting for a spark only.... then kaboom!  Kaboom...buy more lor. Doubt that BNM will raise rates again anytime soon...economy is already gloomy, many ppl don't wanna spend now. Follow Dividend Warrior's model...drop (significantly), buy more. Keep on reinvesting. Time is on my side anyway This post has been edited by Pink Spider: Dec 5 2014, 05:35 PM
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SUSPink Spider
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Dec 5 2014, 05:40 PM
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QUOTE(gark @ Dec 5 2014, 05:38 PM) BNM might not,... but the feds will. Now budget problem, OnG staff layoff, MYR depreciate, ... property how? High foreign holding all our REIT's... Buy...buy...keep buying  ALAQAR CMMT IGBREIT QCAPITA UOAREIT won't die kua  u all...recently only talkin' bout buying O&G stocks...no tipsy on other fundamental stocks... I also scan the market until got nothing to buy already unless top up Karex Bursa Pharmaniaga DiGi AFG TaAnn This post has been edited by Pink Spider: Dec 5 2014, 05:42 PM
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SUSPink Spider
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Dec 5 2014, 05:44 PM
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Wait, MYR depreciate, won't that attract foreign speculators to return to Bolehland property? Esp Singapore property buyers...
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SUSPink Spider
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Dec 5 2014, 05:46 PM
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While EU and Japan continuing with their QE...  Hot money will flow to US
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SUSPink Spider
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Dec 5 2014, 05:46 PM
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QUOTE(gark @ Dec 5 2014, 05:44 PM) OnG got fundamental what.. just not your cup of tea.  ZERO to <1% divvy yield
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SUSPink Spider
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Dec 5 2014, 05:58 PM
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QUOTE(gark @ Dec 5 2014, 05:50 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?
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SUSPink Spider
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Dec 5 2014, 06:02 PM
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QUOTE(gark @ Dec 5 2014, 06:00 PM) 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
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SUSPink Spider
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Dec 5 2014, 06:09 PM
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QUOTE(gark @ Dec 5 2014, 06:06 PM) 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?  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
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SUSPink Spider
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Dec 7 2014, 01:08 PM
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Guys, what do u think of this? Fundamentals and Technical points of view. Thanks This post has been edited by Pink Spider: Dec 7 2014, 01:14 PM
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SUSPink Spider
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Dec 7 2014, 02:05 PM
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QUOTE(lynetnonyma @ Dec 7 2014, 02:00 PM) Somebody is bound to ask what stock it that? HOVID? Aiyo See the chart and the financials first la...so fast ask stock name for what  » Click to show Spoiler - click again to hide... « yea Hovid
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SUSPink Spider
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Dec 7 2014, 04:23 PM
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QUOTE(river.sand @ Dec 7 2014, 02:36 PM) - I won't do Q1 annualized. Every quarter in a FY is different. - FY14 results not so great, but this is also true for many other stocks. Do you foresee better results ahead? - Penny stock, likely to be volatile. - Can't commend from technical perspective Pharma companies earnings not too volatile quater to quarter la Revenue still growing, 5-6% growth so should be sustainable. Weak Ringgit should do them good in coming quarters Do u think good for buy and hold?
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