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 Traders Kopitiam! V7

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gark
post Feb 13 2015, 01:56 PM

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QUOTE(Le Don @ Feb 13 2015, 12:38 PM)
Gark,

I think in one of your previous posts, u have recommended Tambun and Mitra for construction stocks.

Both of them have increased a lot since January. Have you invested in them?
*
Not yet.. tongue.gif
gark
post Feb 17 2015, 12:56 AM

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QUOTE(Pink Spider @ Feb 16 2015, 01:34 PM)
Unker gark!

I remember the sleeping counter that u recommended me liao...

Century Bond! tongue.gif
*
Hahaha.. still sleeping... yawn.gif
gark
post Feb 17 2015, 12:59 AM

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QUOTE(river.sand @ Feb 16 2015, 03:50 PM)
For financial sector, what factors do you consider, other than PE, DY, ROE?
Cash flow is irrelevant, right?
*
Financial sector.. lots of thing you must consider...

1. NIM .. net interest margin
2. NPL .. non performing loan
3. T1 Capital %
4. NLG .. net loan growth
5. Deposit growth..



.. and a few more.. but the most important is the first 2.. which is a matter of life and death for a bank tongue.gif

This post has been edited by gark: Feb 17 2015, 01:02 AM
gark
post Feb 18 2015, 12:07 PM

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Pet pet RM 3.. rclxms.gif

Anyway Happy new year to all.. keep the ang pows flowing... brows.gif
gark
post Feb 23 2015, 11:13 AM

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QUOTE(Pink Spider @ Feb 23 2015, 10:31 AM)
Sisters wub.gif
*
Dont destroy other people's daughter.. shakehead.gif

This post has been edited by gark: Feb 23 2015, 11:13 AM
gark
post Feb 23 2015, 11:15 AM

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Homer... salted fish alive again.. laugh.gif
gark
post Feb 24 2015, 10:04 AM

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QUOTE(Pink Spider @ Feb 24 2015, 10:00 AM)
*tak Nampak*

*taknak Nampak*

*tak dengar*

*taknak dengar*

cry.gif
*
Hear no evil, see no evil.. talk no evil.. laugh.gif
gark
post Feb 24 2015, 10:10 AM

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QUOTE(Boon3 @ Feb 24 2015, 10:09 AM)
You are too fixated on Hovid.

Pharma company doing over 600 million biz per quarter.
Hovid?
How to compare?
*
Boon.. ada 'ang pow' tipsy or not leh? laugh.gif
gark
post Feb 24 2015, 10:46 AM

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QUOTE(Pink Spider @ Feb 24 2015, 10:43 AM)
oi oi oi dun say like that

later unker gark "zhar" me ask why I buy TAANN doh.gif
*
Cause you like pek moh mah... whistling.gif

Why not add dayang and CMSB together.. 1 whole family.. laugh.gif
gark
post Feb 25 2015, 10:42 AM

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QUOTE(Boon3 @ Feb 24 2015, 08:32 PM)
Maybulk.... lost money..... tongue.gif

remember the small chat in December.... yeah... lousy company... confirmed....  laugh.gif
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Hahaha.. dry bulk index has fallen about 20% since then.. so it is expected.. whistling.gif

MISC.. looking good.. injection of petronas LNG tankers wink.gif
gark
post Feb 25 2015, 10:42 AM

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QUOTE(Boon3 @ Feb 25 2015, 09:18 AM)
laugh.gif

every min look at stock quotes can die one laaaa.............. tongue.gif
*
Can meh? shocking.gif blink.gif


Apa you beli post CNY? tongue.gif


gark
post Feb 25 2015, 03:58 PM

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Not high enough to sell, not low enough to buy.. yawn.gif
gark
post Feb 26 2015, 10:04 AM

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QUOTE(Pink Spider @ Feb 25 2015, 05:06 PM)
"ng seung ng lok" lol

u need Eno™ tongue.gif
*
More like.. 'ng sang ng sei..' tongue.gif
gark
post Feb 26 2015, 10:15 AM

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QUOTE(johnnyzai89 @ Feb 26 2015, 09:39 AM)
armada oppss
*
Not a good quarter... but more or less expected already..

Loss is mainly contributed from write down of AFS asset (OSV's) and a debt impairment of 97 million.. hmm.gif

Wonder which OnG cannot pay up.. mad.gif
gark
post Feb 26 2015, 10:34 AM

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QUOTE(zDarkForceSz @ Feb 26 2015, 10:24 AM)
haha Financial Data Roar, market price runtuh  thumbup.gif
*
I also hope for market price runtuh.. brows.gif
gark
post Feb 26 2015, 02:12 PM

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QUOTE(Pink Spider @ Feb 26 2015, 10:37 AM)
Average up...not average down whistling.gif
*
Buy at fair value...not at overvalue whistling.gif
gark
post Feb 26 2015, 05:29 PM

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QUOTE(Boon3 @ Feb 26 2015, 04:34 PM)
Don't agree....la

Buying at fair value means nothing......
COS ........in this game you only make money.....when it increases in value.....
.....and you and I know that a fair value stock carries the risk of becoming  LESs valuable...
I rather die die buy stocks which has a chance of becoming MORE valuable....

laugh.gif
*
Bah.. value not only means $$$ or EPS.. tongue.gif

of course you need to take account of the EPS growth rate.. wink.gif

Example below ...

A PE 12x company with declining growth is overvalue...

A PE 16x company with good growth rate is undervalue..

A PE 8x company with decent DY% and stagnant growth rate is fairly valued.. wink.gif

My take is on..

Fair value means PE = Dy% + Long term Growth rate %
Under value means PE< Dy% + long Term Growth rate %
Over value means PE> Dy% + long Term Growth rate %

This post has been edited by gark: Feb 26 2015, 05:35 PM
gark
post Feb 26 2015, 05:39 PM

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Tiger Bank.. flex.gif

Higher earning + nice divvy.. rclxms.gif

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


This post has been edited by gark: Feb 26 2015, 05:42 PM
gark
post Feb 27 2015, 10:32 AM

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QUOTE(Boon3 @ Feb 26 2015, 05:51 PM)
Die.....so many equations.....I shall never pass.....
If no pass...can still make money?

tongue.gif
*
Can...

Overvalue stocks can become even more overvalue...

Undervalue stocks can become even more undervalue..

All depends on investor sentiment..

Investing is more 'art' than 'science'... wink.gif
gark
post Feb 27 2015, 03:29 PM

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Ka-ching...ching .. ching.. rclxms.gif

Sold all Homer today.. very nice gain. laugh.gif

This post has been edited by gark: Feb 27 2015, 03:31 PM
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