Big Ann punya directors have been buying and buying and buying...

Whose?

Take note that 2014 got a big one-off income. To do a fair comparison of margins and growth, I took that out.

But still the %s look tasty...to me

If it just accounting move, they din't lost anything in actual ~,~

Palm Oil , yes it is most edible compare to corn,canola and soy. Yet for current production and marketing, I can't figure estimated year to see the result, maybe might longer than OnG.

As now Malaysia company also shift some of their production to Indonesia as land and worker cheaper 

Malaysia land getting lesser to cucuk palm oil tree ~,~

Indonesia will become world largest palm oil plantation in the next.

Don't know, gainer gain, loser lose @，@

Like me I losing alot @,@

One look...also no want to see more....

Your this reply already say everything....

Nice analysis. U should be working in an investment bank 

Any opinion on my portfolio? Anymore upside? 

No love for sunway berhad?

Keppel Infra Trust owns NEWater plant, but doesn't own the technology?
It would be great if it can export the technology. The whole world will face water shortage problem in future.

What to Do With Losing Stocks in Your Portfolio

I met a gentleman at the Workshop who owns 115+ stocks in his portfolio, most of which are bad businesses – he realizes that – and are deep into losses despite the great run in the stock market over the last one year.

“What should I do with these stocks?” he asked me. And he is not the only one who’s asked me this question in the past. I have met numerous people over the past 2-3 years who have held on to bad businesses and losing stocks in their portfolios, and not knowing what to do with them.

One way people look at such stocks is – “Oh, this XYZ stocks is already in a deep loss. What would I get by selling it anyways?”

Another way is – “I will sell this ABC losing stock only when I get my capital back. I don’t mind holding it for the long run.”

Well, this second thought is what creates a lot of “forced” long term investors – people who stay invested in a bad stock for the long term because they don’t think they have an option to sell it.

Nobody Likes Losing

That’s true! So why do people hang on to losing investments?

Because selling feels even worse.

The pain of a loss is substantially greater than the pleasure from a gain, researchers of investment behaviour have found.

People will go to great lengths to avoid pain. Accordingly, our inclination when facing a financial loss is to convince ourselves that the asset is going to bounce back and we will at least break even.

“It’s only a paper loss,” people would tell themselves. “It’s not a real loss until I sell.”

Anyways, one suggestion I gave to the gentleman I met yesterday was to hold on to businesses he knows are “obviously” good, and sell the ones he knows are “obviously” bad, irrespective of what those stocks have done in the past.

“Your cost price does not matter when you are looking to decide what to do with a stock in your portfolio,” I told him. “What matters is today’s stock price – assuming it’s a good business and you are looking to buy that stock afresh today – and your expected returns from it over the next 10 years.”

If you wouldn’t buy more of a stock today on which you have a loss, sell it. Don’t wait to “get even.” Chances are there are better ways to invest your money.

No well-managed store keeps obsolete goods in inventory; neither should you keep losers in your investment portfolio.

And if you think “How much more can it fall from here on?”, please note that every 90% loss begins with a 10% loss, and then goes to 20%, then 30% and so on. So, when you realize you’ve made a mistake in the matter of stock selection, it’s better to take the loss sooner, not later.

Time and time again, investors take profits by selling their appreciated investments (“Oh, what if I lose my gains!”), but they hold on to stocks that have declined in the hope of a rebound (“I want to get my money back!”).

If you don’t know when it’s time to let go of hopeless stocks, you can, in the worst-case scenario, see the stock sink to the point where it is almost worthless – a permanent loss of capital.

There is no guarantee that a stock will bounce back after a long decline. While it’s important not to underestimate good stocks, it’s equally important to be realistic about investments that are performing badly (because the underlying business is bad).

Recognizing your losers is hard because it’s also an acknowledgment of your mistake. But it’s important to do that sooner than later.

Don’t be afraid to swallow your pride and move on before your losses become even greater.

where is the no like butang? 

so when you want to admit you are investing way too early in SKPet ......

..... yeah.... still too early days ......
so you say you expect this to be a loooooooooooooooooong term....

so from now to say..... another year.... or more.....

what would you expect?

earnings to go down..... yes?

(SKPet announces earnings this month, ya? )

if yes how bad do you expect earnings to go down?

would you expect losses?

how many quarters of poor earnings?

2? 3? 4? or more?

when SKPet announces these poor earnings.....
would stock be hit?

or you think the stock at most retest recent lows cos whatever bad earnings has all been priced in?

LOL!!!

You crazy meeeh? meh?

so after the losses ..... and lesser future earnings....

what's your expectations?

how much ROUGHLY do you expect them to earn?

250 m per Q?
200 m per Q?
150 m per Q?

LOL!
I would say we need to see at least 3 or 4 quarters of earnings....

and oil.... lol.... yeah, I do think it will go back up..... eventually.... when I no no..... LOL!
..... see this is why I say.... too early.
this isn't much positive catalyst to look out for......
except.... pray that those buggers push the oil price back up.

Anyone using bursa station? What advantages do you get? Can know news like companies' quarter results before it is officially announced to public?

But you see superlon rose 17% next day after report released. And today magni also boom from previous day quarter report.

Now everyone knows that good quarter results will boom the share next day, just that even though i put order at premium buy price before market opening, still cant get the share. So just tengok the share rose only...

See....if I was in your shoes...
I would gamble based on the facts I (you) know....

However....right now....the price of oil .....
is the focus.....
and right now....
the price of oil is not based on fundamentals...yes?
Which means your fortune hinges on not what you know...
but what they will or will not do with the oil price....

In order to get an edge in such situation...
I would have waited....
and if I have to pay a bit more.....
that's the price of insurance....