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 Fundsupermart.com v10, Double digit (portfolio) growth!

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river.sand
post May 4 2015, 08:03 PM

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QUOTE(yklooi @ May 3 2015, 07:45 PM)
hmm.gif I think there are still some good stocks in Bolehland market....

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Which stocks icon_question.gif
I have been trying to identify good stocks in Bursa Malaysia which are still reasonably priced smile.gif

This post has been edited by river.sand: May 4 2015, 08:08 PM
river.sand
post May 4 2015, 08:25 PM

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QUOTE(yklooi @ May 4 2015, 08:10 PM)
googled and found this....but not sure they are reasonably priced to you liking.  biggrin.gif
hope they are "truly" good as they are predicted to be.  tongue.gif

Fund managers’ stock picks
http://www.thestar.com.my/Business/Busines...uati/?style=biz

Public Watchlist & Portfolio
http://klse.i3investor.com/jsp/pfpub.jsp

Budget 2015: Which Stocks to Watch?
http://financemalaysia.blogspot.com/2014/1...s-to-watch.html

KENANGA 2015 Stock pick oh KENANGA 2015 Stock pick
http://ck5354.blogspot.com/2015/01/kenanga...nanga-2015.html

more upon google....  icon_rolleyes.gif
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January news, not updated lah...
Maybank recommended pek moh's CMS, with TP RM4.80. Last week its price was already 5.07 doh.gif
MIDF CEO recommended PRESBHD (which I already own), when its price was RM1.50. Last week it closed at RM2.50 sweat.gif
Aberdeen MD recommended AEON. I sold mine recently, as I was disappointed by its results. (I used the money to buy Ponzi 2.0 instead.)

Lee Sook Yee picked IFCA MSC hmm.gif

This post has been edited by river.sand: May 4 2015, 08:38 PM
river.sand
post May 6 2015, 09:21 AM

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QUOTE(David83 @ May 6 2015, 07:39 AM)
It's Time to Get Ready for the End of China's Bull Market

The bull market turned 883 days old on Tuesday, topping China’s previous record by 56 days, after a 119 percent surge in the Shanghai Composite Index since December 2012. Even if the advance is measured from June 2013 -- when the gauge narrowly avoided a bear-market drop of 20 percent -- it’s still the second longest since Chinese bourses opened for trading in 1990.

URL: http://www.bloomberg.com/news/articles/201...ans-saying-sell
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Somehow, reading all these analysis makes me rclxub.gif
On one day, one ANALyst (using Pinky's term) says China's bull run will continue. On the next day, another ANALyst says end of bull run is in sight.

If we were to buy stocks directly, it is best to study the individual stocks rather than the whole market.
If we don't buy stocks directly, I guess we just have to trust the fund managers.
river.sand
post May 6 2015, 05:33 PM

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QUOTE(yklooi @ May 6 2015, 04:25 PM)
rclxms.gif MORE choices.....and in USD too

6 New Funds From Cimb-Principal Asset Management
1. CIMB Islamic Asia Pacific Equity Fund - MYR
2. CIMB-Principal ASEAN Total Return Fund - MYR
3. CIMB-Principal ASEAN Total Return Fund - USD
4. CIMB-Principal China-India-Indonesia Equity Fund
5. CIMB-Principal Equity Fund
6. CIMB-Principal Small Cap Fund

http://www.fundsupermart.com.my/main/resea...?articleNo=5814
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Newbie question:
How is 3 different from 2?
river.sand
post May 8 2015, 09:37 AM

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QUOTE(xuzen @ May 8 2015, 09:30 AM)
Actually my greedy heart thinks 2.7% is not enough... but the rate limiting factor is the volatility aka riskiness of the said fund. My algozen™ calculated that Sexy is still a good bet even though the volatility is very high as long as I do not expose more than 15% to it.

Xuzen
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If we plan to hold the fund for more than 3 years, we can ignore short term volatility.

As far as Warren Buffett is concered, volatility does not equate risk sleep.gif
river.sand
post May 14 2015, 01:13 PM

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QUOTE(yklooi @ May 13 2015, 09:00 PM)
Malaysians urged to invest amid current technical correction
Wednesday, 13 May 2015
KUALA LUMPUR: Malaysians should take the opportunity to invest, whether in the stock market or unit trusts, during this current technical-correction phase, said Malaysia Association of Technical Analysts (MATA) President, Datuk Dr Nazri Khan Adam Khan.
Seeing the technical correction in the stock market as a "usual" phase  annually, he said the current weaker market environment coupled with the easing of the ringgit and lower oil prices should augur well for market players to invest.
"In the months of May and June every year, seasonally, the (stock) market will consolidate, that's normal. I think the main reason the market is consolidating right now is because of expectation that the United States will raise its interest rate.

http://www.thestar.com.my/Business/Busines...tion/?style=biz

hmm.gif what do you think?
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I never knew technical analysis also got an association doh.gif

The correction is very minimal. Don't get too excited whistling.gif
river.sand
post May 20 2015, 10:33 AM

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QUOTE(nexona88 @ May 19 2015, 11:07 PM)
Oh I see..

thanks for the info..

yeah, some mention that the 11MP could be positive for Malaysia  nod.gif
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Time to make good use of the GST money.
No songlap please unsure.gif
river.sand
post May 20 2015, 05:03 PM

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QUOTE(Pink Spider @ May 20 2015, 03:21 PM)
FSM very sexist vmad.gif

user posted image
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user posted image

Thanks to experts like gark and pinky, I am not afraid to say 'I don't know' rolleyes.gif
river.sand
post May 21 2015, 02:11 PM

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QUOTE(Pink Spider @ May 21 2015, 01:48 PM)
Banks are pricing an expected BNM rate cut
and/or
excess liquidity in the market

US expected to hike

While Asia is still cutting

How to move rclxub.gif
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MYR weakens further hmm.gif
river.sand
post May 21 2015, 02:30 PM

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QUOTE(Pink Spider @ May 21 2015, 02:13 PM)
Sifu Pasir Sungai

ada apa tipsy? brows.gif
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I followed your tips, invested in Ponzi 2.0 & GTF brows.gif

river.sand
post May 21 2015, 03:53 PM

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QUOTE(Pink Spider @ May 21 2015, 02:30 PM)
no regrets? blush.gif
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Too early to tell. I am into long term investing...
river.sand
post May 21 2015, 05:02 PM

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OT a bit...
Do HK stock exchange have upper limit, lower limit like in Bursa Malaysia?

QUOTE
Almost $19bn was wiped off the value of Hanergy Thin Film Power on Wednesday when the Hong Kong-listed solar equipment supplier’s shares plunged 47 per cent, on the same day as its chairman failed to turn up at its annual meeting.


user posted image
http://www.ft.com/intl/cms/s/0/c75565be-fe...dc0.html#slide0

river.sand
post May 23 2015, 02:17 PM

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QUOTE(Pink Spider @ May 22 2015, 07:42 PM)
Nothing new yawn.gif

Plus, by the time the masses realise it, it is already too late tongue.gif

Those already on board for foreign markets, congratz rclxms.gif
Those who wanna move now... whistling.gif
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This thread moves so fast... because people keep posting ANALysis from FSM.
But most of them are just noise yawn.gif
river.sand
post May 23 2015, 09:25 PM

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QUOTE(T231H @ May 23 2015, 02:22 PM)
hmm.gif isn't that BETTER than from forumers owns prophecies about the markets?

from FSM site....
"Unit trust investment is an information-intensive affair, and having in-depth coverage will give you the winning edge. As a professional fund distributor, Fundsupermart.com provides you a wide range of information on global markets and strong online tools which help you to analyse your portfolio.

Fundsupermart.com is a unit trust specialist. We have an in-house research team providing independent research on unit trust investments, and a content team conducting regular interviews with fund experts. Nobody specialise in unit trust like we do".

http://www.fundsupermart.com.my/main/resea...l?articleNo=590
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Some information is inaccurate; some information is accurate but not useful for making judgment.
I notice that some of you switch fund very frequently (Pinky's term - over-transact). You are too sensitive to the news (noise).

river.sand
post May 29 2015, 02:09 PM

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QUOTE(dirtinacan @ May 29 2015, 10:50 AM)
I'm from engineering background, was not interested at all about economic news etc.. now felt that i should've taken economics instead. quite interesting  nod.gif
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QUOTE(Pink Spider @ May 29 2015, 10:53 AM)
interesting to read =/= interesting to do as a job =/= well-paid sweat.gif
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I should have taken up CFA and joined investment sector. Then I can give you BS analyst reports laugh.gif

I' from ICT background. This is an area for young guys. Investment is more suited for mature people...
river.sand
post Jun 2 2015, 04:01 PM

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QUOTE(yklooi @ Jun 2 2015, 03:34 PM)
Are seminars like this worth going?
river.sand
post Jun 7 2015, 10:26 AM

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QUOTE(David83 @ Jun 6 2015, 09:22 PM)
Idea Of The Week: 3 Pointers For Successful Investing! [5 June 2015]

1. DON'T SPECULATE AND TRADE, INVEST FOR THE LONG TERM INSTEAD
2. DIVERSIFY
3. BUY VALUE, NOT TRENDS OR FADS

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=5926
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Question: How do you value a fund?
river.sand
post Jun 7 2015, 03:28 PM

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QUOTE(xuzen @ Jun 7 2015, 12:57 PM)
sum up the total asset divided by units available = net asset value per unit aka NAV!
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But how do you know if a fund is good value, or overvalue and is going to tank?
river.sand
post Jun 9 2015, 05:48 PM

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QUOTE(Pink Spider @ Jun 9 2015, 02:16 PM)
u too late liao! laugh.gif
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How do you know it is too late? It could be 1 USD to 4 MYR in a few months.
river.sand
post Jun 10 2015, 05:10 PM

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QUOTE(T231H @ Jun 10 2015, 12:56 PM)
for a start, they do....
"In terms of H shares (Figure 5), Hang Seng Mainland 100, which measures Hong Kong-listed Chinese corporates including H shares, sees an estimated PE of 12.1X against 13X fair PE, which translates into an upside potential of an annualised return of 26% until end-2016 (data as at 26 May 2015)".

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=9816
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How did they determine that fair PE is 13x?

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