Buy on valuations ..not the prices per se

Ya u are right..Cash is still King in any melt downs ..but Not Maybank shares or what that keeping your cash in their banks

Anyway do not put Maybank before the economy unless it is like Alibaba that could drive the economy ........

This post has been edited by SKY 1809: Jan 7 2016, 12:37 PM

I think u are basically a Post Sub Prime Investor.........the cut off point ( history erased from yr memory easily or taken lightly if u are a post Sub Prime investor )

Post Sub Prime investors are Die Hard arguing Group ...based on lots of their own assumptions .....

THey see Earthquake 3 ..then they conclude Earthqauke 8 or 9 would be more or less the same

Have u Google the real meaning of a " MELTDOWN " in stock market BTW ????

This post has been edited by SKY 1809: Jan 7 2016, 01:02 PM

Investing is the " Sum of the Parts" so I do not just take PE or EPS alone ..anyway it is the future earnings that more important than the past ..

A company could be have a bad PE now but odeli showing good turnaround then I would buy ...

TIMECOM was once almost forgone ...but now a shining entity for example ..

What makes KYY successful coz he connects himself more to the future ..less on the past

So if yr calculation is a bit out here and there ,,it does not matter much COZ u can never compute 100% right on Future Events .

Best Regards

This post has been edited by SKY 1809: Jan 7 2016, 01:14 PM

I asked my friends to buy Gadang at rm 1.80.......

But honestly I cannot see every step of the ways.......meaning u buy now..sure tomorrow u can make the money despite China halted the market.

I asked my friends to buy Gadang at rm 1.80.......

But honestly I cannot see every step of the ways.......meaning u buy now..sure tomorrow u can make the money despite China halted the market.

Symlife is still a good fundamental stock..but property sector is out the favour at the moment..

I thought u mentioned many times in another forum that to switch to something like Gadang quite some time back. So why u preferred to be stuck ?

If u aim for immediate return ..then u should switch some time back or even now .......

Once I held Asiatics for more than 7 years , at about 1.50..then it changed name to Genting Plantation with better feng sui..

BTW Icon8888..wrote a good article on Value Investors vs Value Traders....so u need to know which group u are..in

Value Investors hold shares until sometimes they forget they have such shares...

This post has been edited by SKY 1809: Jan 7 2016, 02:02 PM

As I say u need to analyse yr own self first before embarking on next investment mission .......Are U a Value Investor Vs Value Trader ..?

The Q u asked about Tambun or property sector basically are Value Investor Q but by nature U are just a Value Trader....Property sector is for Value Investors now at the moment..long haul

Let me put it in another way.....IF a man wanted or has 100% desire to have a relation with another man .......and having no interest for women...

Then he would be stuck in " pretending" to be a man .. The frustration and so on ? yes or no..?

If by nature u do not want to be a super long investor..then why u ask those stocks required u to hold for super long period.......?

So yr Q to me are irrelevance....sori for that do not mean to be rude...

Having said the above...nothing wrong with yr own analysis of stocks........

Anyway ..Gadang is in Construction to me..

This post has been edited by SKY 1809: Jan 7 2016, 10:26 PM

If u are a Value Trader and wanted to put all yr money into Property linked stocks......somehow u would feel " stuck " after holding for a short period of time....

Yr desire and stock performance go separate ways....in short term

I.e yr mindset does not prepare u for long term....

Everyone wants to make money like WB....but few having the patience like him

This post has been edited by SKY 1809: Jan 7 2016, 04:26 PM

My suggestion for u is go for " Gadang type" and over time...... your stomach is able to digest long term stocks like Tambun and so on ..

It is an evolution per se...aka less frustration for u in a way .......

Good luck..

This post has been edited by SKY 1809: Jan 7 2016, 10:27 PM

KIALIM stays Green..something is cooking

Strategy for Year

We continue to advocate a defensive core equity portfolio – telco, utility, consumer staples, selected REITs, healthcare - with the thematic and value stocks to provide the outperformance. Key thematics, in our view, will revolve around: (i) substantial construction awards relating to rails, highways, TODs, (ii) continued strength in the USD, (iii) Sarawak’s state election in 2Q16, (iv) a strong El Nino in 1H16, and a potential La Nina towards end-2016, (v) Shariah investing. Longer term, investors should strengthen their portfolio: (i) in the niche export sectors, which are TPPA beneficiaries, (ii) which will benefit from China’s One Belt, One Road.

Source: Maybank Research - 8 Jan 2016

This post has been edited by SKY 1809: Jan 10 2016, 01:07 PM

Not the The Force Awakens meh

Record year forecast for construction sector despite property slowdown

http://www.theedgeproperty.com.my/my/conte...operty-slowdown

AWC is a hot favourite in my personal discussion group

Anyway it bags a contract from KL 118 ..

This post has been edited by SKY 1809: Jan 11 2016, 04:19 PM

Not bad Ah Tai

Likely more projects on the way

6211 ..Salted Fish nak harga ?

Well..making money by investing sometimes could be a much simpler process..but many want to substitute Patience with many other complicated thoughts..... choices for current trend ?

My Rubbish Stock got jalan today..not bad

This post has been edited by SKY 1809: Jan 19 2016, 05:05 PM