Errrr .. your meaning? Like a riddle..

But but... going too high can be overbought and then fall..

Chasing high has its risk too.. similar to chasing low..

Indon.. property counters all longkang already..

Reit or trust is based on rental.. nothing to do with property price.

KLSE

IDX



This post has been edited by gark: Oct 26 2015, 12:30 PM

Got enough oil stocks..due to average down.. currently already in the green..

Might want to reduce some at slight profit as its a big % of potfolio now.. then hold the rest for bigger gain

Ah Boon gonna come with rotan again..

This post has been edited by gark: Oct 26 2015, 12:46 PM

Still got.. Holding...

Many many times Indon FD ..

No need so susah.. just invest directly in vietnam counters lar... international investing what.

No strategy..

Just waiting for $80 oil in 2018...

Long time more to wait..

This post has been edited by gark: Oct 27 2015, 10:25 AM

Buying an empty company with planting rights.. each company or related ones in Indon cannot have more than total 100k Ha of palm oil planting rights.. but you can buy unrelated ones (loophole) to increase your size above 100k. The law is made so that no one can have monopoly... but...

That is why many connected people are minting money selling company with land use rights (HGB).. Also there is lots of palm oil estate M&A if you noticed...

This post has been edited by gark: Oct 27 2015, 10:24 AM

Ceh...

Growth in income is what makes the company valuable.

The blog did point out at investing in high dividend might not always be right.

So.. since you soo happy...

Is Padini's divvy sustainable, with it's growth slowing?

Seem the stock very laku these few days..

This post has been edited by gark: Oct 27 2015, 10:22 AM

Revenue growing steadily yes...

But profit growth looks stalled or reducing.. dividend is also stalled...

And margins falling...almost every Q...

To maintain profit means have to grow revenue faster than margin drop..

Maybe coming Q got big jump since so many mega sales..

Have you see cotton on, Uniqlo and H&M..

Equal price but 'upscale' brand..

I stop shopping at padini and switched to those above for a couple of years already...

Even the ladies are doing that..

You never see H&M meh.. so many branches here...

Uniqlo is not that bad lah.. the casual wear is so simple and comfy..

Well personal preference then...

It is just I have stopped visiting them...

Except last Raya where they have mega sale everything for RM 6..

BTW, padini's growth strategy is through brands outlet now...

This post has been edited by gark: Oct 27 2015, 10:46 AM

I dunno.. never shop there before..

You never shop there.. but you love the brand?

If I buy a stock I believe in, I would consume accordingly to my stock holding .. if possible

Like if I own a certain mall REIT, i would 'spend' my money there mostly. If I own certain food company, my food purchase will automatically follow... If certain bank, my services will gravitate there

This is getting to know your investment.. close up. Intuition is sometimes better than analyst report

if something does not feel comfortable, then its bye bye to the stock..

This post has been edited by gark: Oct 27 2015, 12:15 PM

Ya .. too free.. all stocks in all markets is free fall.. due to FED again..

Waiting is also a strategy mah... thats what SunTzu says..

Maybe you should change and test the quality..

If quality not good, reconsider your stock.

This post has been edited by gark: Oct 27 2015, 12:54 PM