QUOTE(wodenus @ Sep 11 2015, 03:13 PM)
Can't understand you too.. U mean unrealised profit?Traders Kopitiam! V8
Traders Kopitiam! V8
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Sep 11 2015, 03:15 PM
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2,081 posts Joined: Mar 2012 |
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Sep 11 2015, 03:16 PM
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boon3 Thanks for your opinion.
1. The irrational drop in share price happened everywhere throughout the whole market. So I see it as a very good opportunity for everyone to collect more. There were a lot people/sheep/sharks/fishermen accumulating at 0.19 to 0.21 for many days. 2. MPAY will not be everyone's cup of tea whereby you have consistent growth in earnings, revenue, dividends, cash etc. No major catalyst or even funds involved to help to goreng the stock. This won't be the stock that guarantees a decent return with any margin of safety. Like you said the valuation of the share price is not justifiable based on its current and historical financial results. But, does that rule MPAY out from being a potential 2 to 5 bagger? Only time will tell. 3. I have a decent/small shareholding in Mpay at a decent average price. I am aware of some friends, relatives and etc who bought big blocks of shares. So, let's see how things pend out later on. If I lose in the end then it should be a good lesson to learn and reassess what went wrong etc. 4. Everyone's objective is to make money in the stock market. There are many schools of thought and realistic approaches to investing and trading. Plenty of technical and fundamental techniques to determine the intrinsic value, support and resistance levels etc. Regardless, I am still learning and gaining experience along the way. |
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Sep 11 2015, 03:17 PM
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14,990 posts Joined: Jan 2003 |
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Sep 11 2015, 03:20 PM
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QUOTE(wodenus @ Sep 11 2015, 03:17 PM) Yes.. you can't spend your unrealized profit.. it's so weird, like you have money but don't have money You're weird. So let's say you buy a stock, you make a good profit although you hold less than 2 weeks for example.. Or 1 month.. And you so happen to share it out say you making a good profit. I'm sure you have paper profit which you still holding. Unless you said you will only share you profit once it's been realised than I have nothing to say. |
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Sep 11 2015, 03:23 PM
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16,872 posts Joined: Jun 2011 |
Devil's Advocate come kacau here pulak
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Sep 11 2015, 03:23 PM
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QUOTE(TakoC @ Sep 11 2015, 03:20 PM) You're weird. So let's say you buy a stock, you make a good profit although you hold less than 2 weeks for example.. Or 1 month.. Maybe I'm weird, I think money is something you can spend And you so happen to share it out say you making a good profit. I'm sure you have paper profit which you still holding. Unless you said you will only share you profit once it's been realised than I have nothing to say. This post has been edited by wodenus: Sep 11 2015, 03:24 PM |
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Sep 11 2015, 03:27 PM
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QUOTE(wodenus @ Sep 11 2015, 03:23 PM) Maybe I'm weird, I think money is something you can spend Answer me my question above first.1. Do you have paper profit? 2. If yes, if you don't ever share you make some good profit on some stocks you haven't realised then I understand your initial intention of your comment. |
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Sep 11 2015, 03:30 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Sep 11 2015, 03:31 PM
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QUOTE(TakoC @ Sep 11 2015, 03:27 PM) Answer me my question above first. 1. I did once. I had this exact same problem.1. Do you have paper profit? 2. If yes, if you don't ever share you make some good profit on some stocks you haven't realised then I understand your initial intention of your comment. 2.No I don't usually share any profits.. but all the same I'd like an answer to that because I had this "how much do you budget" problem. |
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Sep 11 2015, 03:33 PM
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QUOTE(Boon3 @ Sep 11 2015, 11:02 AM) I got say I got meh? Haha no denying hevea is doubling thier profit and will continue to do so as long as the USD is still strong.Err... USD? let me say this... that currency is way over rated.... LOL! come on.... their economy is still a pile of shit... so why is their currency so strong? anyway, I reckon we (or the whole world) is still paying for the sins of US sub prime crimes.... all the helicopter money spun out from the low interest rates have left the US Fed in an extremely difficult situation.... hold the rates.... susah... increase rates... lagi susah.... anyway the point for me...is not how much longer it can last.... ( I might be wrong ) but it's just that I feel the ringgit could weaken much, much further..... which is why I feel the USD strength AGAINST the ringgit could continue.......................... now for Hevea... I see a lot of strong points.... the main one stems from it's 2 core products... the partical boards and RTA the RTA business strengthened just like other companies like Homer etc etc... the particle boards business had been poor the past couple of years... but as mentioned in the posting post #531.. a massive turnaround happened for the particle boards business... just like evergreen fibreboard (though not exactly the same as it's fibreboard and not particle borad) and also Mieco Chipboard.... the business is booming (can google about the comeback in US housing market and the booming particle board business) .... so in a sense... there's 2 area of massive profit growth for Hevea... which is why the current first half fiscal year profits have almost doubled.... (30 million vs 15.7 million) it's like 2 in one... booming furniture business + booming particle board business.... and with the 'strength' in the USD.... profits should even increase further..... it's like a natural/'safe' hedge against the weak ringgit... and of course there's other positives... lol.... shit I am sounding like a snake oil salesman selling first class ticket to Holland.... Will study on it, looks like solid fundamentals at first glance... maybe my heart is not in MY stock now.. Bought PGAS.IJ at 2,6XX.. |
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Sep 11 2015, 03:34 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Boon3 @ Sep 11 2015, 12:46 PM) Ini abang give tipsy again...... For point 2, I think you can refer to the profits from the HDD players.. The profits from next few quarters should be leng chai.... Maybe gark can help. USD driven profits.. Boon you should like it. Aerospace engineering is currently supporting this counter. |
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Sep 11 2015, 03:35 PM
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QUOTE(TC-Titan @ Sep 11 2015, 03:16 PM) boon3 Thanks for your opinion. 1. The irrational drop in share price happened everywhere throughout the whole market. So I see it as a very good opportunity for everyone to collect more. There were a lot people/sheep/sharks/fishermen accumulating at 0.19 to 0.21 for many days. 2. MPAY will not be everyone's cup of tea whereby you have consistent growth in earnings, revenue, dividends, cash etc. No major catalyst or even funds involved to help to goreng the stock. This won't be the stock that guarantees a decent return with any margin of safety. Like you said the valuation of the share price is not justifiable based on its current and historical financial results. But, does that rule MPAY out from being a potential 2 to 5 bagger? Only time will tell. 3. I have a decent/small shareholding in Mpay at a decent average price. I am aware of some friends, relatives and etc who bought big blocks of shares. So, let's see how things pend out later on. If I lose in the end then it should be a good lesson to learn and reassess what went wrong etc. 4. Everyone's objective is to make money in the stock market. There are many schools of thought and realistic approaches to investing and trading. Plenty of technical and fundamental techniques to determine the intrinsic value, support and resistance levels etc. Regardless, I am still learning and gaining experience along the way. Good reasoning. Anyway, if you want to improve, I feel it is more towards understanding who you are yourself that's more important and as long as you know how to play the game at your best and you understand clearly all the risks involved... then why not? There are all kind of fishermen. however, do understand that being confident itself it's a double edge sword.... yes, you need a solid conviction to stand by your own reasoning but then.... the danger itself is this could lead one to a risky position where one feel that one is immortal in the stock market (you do know the danger with such an attitude, right?) anyway... all the best with your method. |
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Sep 11 2015, 03:37 PM
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QUOTE(gark @ Sep 11 2015, 03:33 PM) Haha no denying hevea is doubling thier profit and will continue to do so as long as the USD is still strong. Will study on it, looks like solid fundamentals at first glance... maybe my heart is not in MY stock now.. Bought PGAS.IJ at 2,6XX.. it's not a suggestion .... just a sharing of opinions.... something which is lacking nowadays in this thread.... |
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Sep 11 2015, 03:39 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(holybo @ Sep 11 2015, 01:28 PM) It is true that the rig count is down. But the oil production still stay put and demand still do not increase much. Now people keep storing oils (1-2 mil barrels per day).. In addition, we need the oil companies die FASTER so that the industry reshuffle, global demand pick up significantly / disaster affect significant production before oil price have significant move. True, shale oil some drillers cash cost is just $20 now in eagle ford. But they way they reduce cost is not sustainable, they do it by abandoning higher cost wells (hence rig count reduce) and pump the sh!t out of their cheaper wells with multiple direction and do the same location over and over again to save cost. Mind you shale oil wells have lifespan of only 1-2 years normally, but at the rate they are taking from their profitable wells, it will run out in a year max. After run out they have to drill new wells, that is where the major cost comes in.Otherwise, oil price still need to wait.. I believe USD 60 for WTI should be the cap in a few years. When the oil price go back to USD 60, shale oil operators will start again. Furthermore, shale oil manage to cut production cost to 40-50USD. Just my 0.0001 cent thought Even if oil goes to $60-$80, they will be scared to open lots of new wells, as they scared OPEC will kacau again.. get burned once, twice scared... This post has been edited by gark: Sep 11 2015, 03:39 PM |
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Sep 11 2015, 03:40 PM
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Sep 11 2015, 03:40 PM
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QUOTE(TakoC @ Sep 11 2015, 03:04 PM) I don't even bother to average down on my O&G stocks now. But in a few blue chips during the correction. Making some good profit now Haha i am still average down on OnG..Year end window dressing coming too Psst look at Armada today.. Oh I did pick up a few blue chips here and there,..as well. |
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Sep 11 2015, 03:43 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Sep 11 2015, 03:45 PM
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QUOTE(Boon3 @ Sep 11 2015, 03:40 PM) People are going to say I'm "trolling" again lol.. but seriously what is the answer to this? it's like today someone gives you a lot of money, and then you think of the so many things you can buy with it.. but tomorrow he takes it away |
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Sep 11 2015, 03:46 PM
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15,942 posts Joined: Jun 2008 |
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Sep 11 2015, 03:52 PM
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QUOTE(wodenus @ Sep 11 2015, 03:31 PM) 1. I did once. I had this exact same problem. I don't have an answer to that. You're like asking how much is enough for you to sell. I learn my lesson not to hold on a profit for too long. Rather make less then have all of them erase.2.No I don't usually share any profits.. but all the same I'd like an answer to that because I had this "how much do you budget" problem. As to not sharing your profit, I guess I slightly understand now. And u said you did have unrealised profit once. That's a little confusing. When you invest, you'll have unrealised profit or loss. Even if it's 1 day, 1%. But since you said you don't share it, means it's all good. |
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