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 Traders Kopitiam! V7

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gark
post Apr 15 2015, 04:39 PM

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QUOTE(Boon3 @ Apr 15 2015, 03:50 PM)
Simply throw marker at 2.33....also not bad eh? tongue.gif

No need to chase the stock down..... tongue.gif
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Lol.. Ah Boon got buy also? tongue.gif
gark
post Apr 16 2015, 10:40 AM

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QUOTE(Pink Spider @ Apr 16 2015, 09:41 AM)
undervalue, yes

But no growth yawn.gif
And extremely stingy with dividends shakehead.gif
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'nuff said.. tongue.gif
gark
post Apr 16 2015, 10:59 AM

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QUOTE(Pink Spider @ Apr 16 2015, 10:45 AM)
Last time someone said

"when the (earnings) growth is gone, so will the stock growth, time to get out" whistling.gif
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That one not I say one.. tongue.gif

I got diverse portfolios.. I dont have a single FIXED strategy..

Some in long run growth stocks ... really long run.. like (>10 years)

Some in dividend stocks ... earning me >5% p.a.

Some in 'undervalue' and 'cigar butt' companies, net-net companies and those 'cash' heavy.. laugh.gif


So... I am rojak investor loh ho.. sweat.gif

This post has been edited by gark: Apr 16 2015, 11:02 AM
gark
post Apr 16 2015, 11:10 AM

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QUOTE(Pink Spider @ Apr 16 2015, 11:02 AM)
Please explain that notworthy.gif
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Companies, which looks like is not doing very well, but has a potential turn-around opportunity.

Basically you are smoking a discarded cigar butt thrown away by others (considered no value).. free for you to smoke but disgusting.

Means buying a financially trouble company when everyone is dumping out of fear. But it will take a lot of time before the company will regain investor's confidence. wink.gif

Example OnG companies recently.. laugh.gif

» Click to show Spoiler - click again to hide... «


This post has been edited by gark: Apr 16 2015, 11:15 AM
gark
post Apr 16 2015, 12:50 PM

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QUOTE(river.sand @ Apr 16 2015, 11:29 AM)
Cigar butt is what Warren Buffett used to describe his purchase of Berkshire Hathaway. At the time of his purchase, BH was a textile company. It eventually exited the business, because there was 'nothing left to smoke'.
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Even if nothing left to smoke, he liquidated BH collected the money and that became his flagship company for future acquisitions.

Maybe if WB never bought BH.. he might not have all he have now.. laugh.gif
gark
post Apr 16 2015, 12:52 PM

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&a& and the cucu.. WB looks like it's on a rip... for past few days

Chanting .. 1.20 .. 1.20 .. 1.20 .. notworthy.gif

Those who bought the WB, would be sitting on 50% profit in just a few days. brows.gif

This post has been edited by gark: Apr 16 2015, 12:54 PM
gark
post Apr 16 2015, 12:56 PM

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QUOTE(Boon3 @ Apr 16 2015, 12:15 PM)
Why got spoiler one? tongue.gif
Waaaaa...you people buy and sell stocks more often than me...

LOL!!!
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Really meh? And you are the self styled trader wor.. tongue.gif
gark
post Apr 17 2015, 10:24 AM

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QUOTE(Pink Spider @ Apr 17 2015, 09:26 AM)
Century lost handbrake liao drool.gif rclxm9.gif
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Highly correlate with crude oil price one.. wink.gif

You actually bought an OnG counter without knowing it. laugh.gif

This post has been edited by gark: Apr 17 2015, 10:24 AM
gark
post Apr 17 2015, 10:47 AM

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QUOTE(Pink Spider @ Apr 17 2015, 10:28 AM)
I know...they got significant OnG logistics business blush.gif

The friend who asked me to buy this exited liao, wonder should I follow him hmm.gif
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Only 1 question..

You expect the OnG sector to improve anytime soon, and the oil prices go up enough for new projects? wink.gif
gark
post Apr 17 2015, 10:53 AM

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QUOTE(Pink Spider @ Apr 17 2015, 10:48 AM)
Stagnant tongue.gif

But...its other businesses also viable mar unsure.gif
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The 'fat' earnings is from the OnG sectors.. laugh.gif

This post has been edited by gark: Apr 17 2015, 10:53 AM
gark
post Apr 17 2015, 10:58 AM

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QUOTE(Pink Spider @ Apr 17 2015, 10:56 AM)
hmm.gif

Sold! tongue.gif
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LOL!

Why not confident at OnG meh?

Just starting to go up only mah. tongue.gif
gark
post Apr 17 2015, 11:01 AM

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QUOTE(Pink Spider @ Apr 17 2015, 10:59 AM)
My sponsor also exited...

And I also never liked to go anywhere near OnG...

Baik exit with my fast and fat profit tongue.gif
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Ini trader ini... hmm.gif

My potfolio is now heavy on OnG counters.. bah! tongue.gif

» Click to show Spoiler - click again to hide... «


This post has been edited by gark: Apr 17 2015, 11:02 AM
gark
post Apr 17 2015, 11:04 AM

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Comment on century logistics..

Century
gark
post Apr 17 2015, 11:07 AM

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QUOTE(Pink Spider @ Apr 17 2015, 11:06 AM)
I actually bought in as an investment...

But, too fast too much...better lari sweat.gif

U wanna meet her? I can bring u brows.gif
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thumbup.gif Bole bole.. maybe next time i come back Malaysia first.. tongue.gif
gark
post Apr 17 2015, 12:04 PM

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QUOTE(shankar_dass93 @ Apr 17 2015, 11:45 AM)
Just curious where are you living currently ?
Made some money in the oil and gas counter an just came out from it. Pretty not confident that oil prices could remain at the current level. sweat.gif
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In the jungles of Indonesia.. laugh.gif
gark
post Apr 17 2015, 12:09 PM

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QUOTE(river.sand @ Apr 17 2015, 11:40 AM)
No doubt, Saudi's strategy bears fruits. But this is a very common strategy employed in other industries as well. China, for example, heavily subsidizes its solar panel makers. The low-priced Chinese products eventually kill off many foreign competitors.

The advantage Saudi has is its low production cost. Other than that, nothing to be admired of.
Certainly not its support of Wahhabism  whistling.gif
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Its not a new strategy.. it's as old as capitalism and its called cornering the market. Albeit pushing the price down to gain market share can be considered a reverse-corner.. laugh.gif

In history many have tried and failed..from chocolates, gold copper to tin..and even for onions laugh.gif

Even Malaysia tried to 'corner' the tin market in 1980's by BNM.. they ultimately lost RM billions.

QUOTE
In the early 1980s, Malaysia tried to corner the world's tin market, but had to abandon it with huge losses. It hoped to push up tin prices and force traders on the London Metal Exchange (LME) to buy the commodity from Malaysia at higher prices.

But the plan backfired when the LME changed some of its rules while other producers provided fresh supplies and the US released its huge tin stockpile.

Malaysia's losses were never officially declared, though market estimates put them as high as $500m.


This post has been edited by gark: Apr 17 2015, 12:10 PM
gark
post Apr 17 2015, 12:59 PM

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QUOTE(river.sand @ Apr 17 2015, 12:28 PM)
could be using satellite - very expensive yor...
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Got 4G LTE wireless leh.. tongue.gif

Cheap only.. 14 Gb/month only less than RM 28 .. quota cannot finish can bring forward next month laugh.gif

http://www.boltsuper4g.com/

This post has been edited by gark: Apr 17 2015, 01:01 PM
gark
post Apr 17 2015, 01:25 PM

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QUOTE(felixmask @ Apr 17 2015, 01:13 PM)
I went to Puchong...dont hv LTE using Maxis Telco.

Only KL address have....BolehLand Telco have alot room to growth.
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Indonesia is spread too far and too wide.. so wireless is the only way to go.

And they have the population to sustain/justify the telco investment...

I remember when I was snorkeling in Lombok island, on a sampan about few km from the island, I can get full internet connection on my phone laugh.gif laugh.gif laugh.gif

This post has been edited by gark: Apr 17 2015, 01:28 PM
gark
post Apr 17 2015, 01:29 PM

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QUOTE(Pink Spider @ Apr 17 2015, 01:27 PM)
Needed new shopping list icon_question.gif
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What .. hand too itchy issit?

Use mopiko lar.. tongue.gif
gark
post Apr 17 2015, 01:37 PM

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QUOTE(Pink Spider @ Apr 17 2015, 01:35 PM)
Matrix...good divvy...good landbank at Seremban...but...property stock sweat.gif
TGuan...good fundamentals, export...but I don't like thin net margin businesses... doh.gif
7-11...I think overvalued... hmm.gif

What else to see see look look? yawn.gif
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Previously looked at Tguan.. now oil up.. plastics will b down...

LTKM looks interesting.. brows.gif

For furniture stocks SIGN also looks good .. but suffer from low volume laugh.gif

This post has been edited by gark: Apr 17 2015, 01:41 PM

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