Woi kawan, mana you dapat stock ni?

I cranked the figures into my computer. Semua figure koyak.

Valuation 1.20 / 3.00*
Fundamental 0.30 / 3.00*

- MBSB's Price to Sales, Trailing P/E, and Forward P/E multiples are all
significantly above (more expensive than) their 5-year averages.

- MBSB's 4.1 Price to Sales multiple is currently at the high end of its 5-
year range (lowest 2.0 to highest 4.2).

- MBSB's current Trailing P/E of 23.7 represents a 80% Premium to its
Banking Services industry group average.

- MBSB's current Forward P/E of 23.2 represents a 86% Premium to its
Banking Services industry

Oh I see. But my conclusion still remains the same. MBSB koyak.

P/S: Too much info on MBSB for me to post. So I opted for the mee maggi approach. Cepat dimasak, sedap dimakan.

This post has been edited by Vanguard 2015: Mar 9 2017, 12:07 PM

Previously I used the Vanguard's crystal ball and ended up with some of the your listed stocks in my current portfolio. MPI, Taan and TGuan. Some of the other stocks in your list are too "expensive". Opps, wrong word to use. Overvalued or limited upside potential is the correct word?

Noted bro. May be the odds be ever in your favour.

Kimlun is bleeding today. Now down -7.63%. Good time to pick up some stocks?

I can't wait anymore. Itchy finger. Bought Kimlun at RM2.190. Currently dropped -7.20%.

If it drop again substantially tomorrow, then I may buy more.

This post has been edited by Vanguard 2015: Mar 9 2017, 04:48 PM

The fundamentals are OK. It is rated as outperform. The upside potential is 10.63%. They have some new attractions in Genting. The stock has gone up about 10% since I bought it last month.

Hi thank you for the advice. I do appreciate it.

I don't have a margin trading account, so I am using cash to buy. Of course, I never discount the possibility of doing contra trading in the future.

Actually Kimlun was on my watch list together with Mitra and Kerjaya Prospek. The fundamentals of Kimlun checks out. It has a rating of 10. How do I see Kimlun in 5 years? I don't know how the construction industry will perform in the next 5 years. As long as Kimlun can manage the 3D risk in the construction industry, then it should be OK.

P/S: I am not sure whether I will holding Kimlun for 5 years. The construction industry in Malaysia is......quite murky.

This post has been edited by Vanguard 2015: Mar 9 2017, 05:47 PM

KESM is hot today because of increased net income report. I am doubling down my investment in it. Buying now.

I am not rich bro. I just sold down my unit trusts in FSM and transferred the money here.

Lesson learned.

Kimlun was downgraded by Kenanga from outperform to market perform today with a TP price of RM2.27. This was after the analyst(s) attended a briefing by Kimlun yesterday and noted the demand gap for manufacturing orders. Kimlun's FY17-18E earnings was reduced by 16.9%.

I am selling off Kimlun and jumping to a better horse, KESM. Minor loss. Mosquito bite only.

P/S: Doesn't this constitute as insider trading? I assume the analysts just came out from the meeting yesterday and start calling all their clients to sell Kimlun? The company update on Kimlun only came out this morning. TNS.

This post has been edited by Vanguard 2015: Mar 10 2017, 12:16 PM

Yes, possibly a trader. I am just trying out different styles of "investing".

Tripled my investment in KESM today. Bought 2 batches for RM10.30 and RM10.340. KESM closed at RM10.80 (+7.78%). My unrealised gain is +5.478%. Please rise again next Monday KESM.

This post has been edited by Vanguard 2015: Mar 10 2017, 06:04 PM

For unit trust investment, I am the passenger. You can see the car/unit trust but you don't know exactly what is under the hood.

For stock investment, I am the driver. I decide where to go, ie what stocks to buy.

Too early to tell which return is better. But stock investment is definitely more time consuming and need more monitoring. Also more high risk! 😅

This post has been edited by Vanguard 2015: Mar 10 2017, 08:22 PM

I think you should try both and decide which suit your risk appetite more. Learn from the sifus here and from reading good investment books.

Unfortunately my kung fu level is not high enough for you to learn from my experience. 😅 For unit trusts I aim for 8% pa to 10% return p.a. For stocks, IMHO we should aim for 12% to 15% p.a. There will be years when the Portfolio will turn negative due to global economic downturn but we just have to ride the wave.

Good morning folks. I am buying Gadang today since they won a major tender for the MRT2 project.

I am applying both methods. Gadang fits both categories now.

On paper, Gadang's fundamentals are sound. Rating of 9. But I do have some reservations because it is a construction counter.

Chances of me ending up as pisang goreng is quite high. The bankruptcy form is on standby on my table.

I limit my construction portfolio to max 15%. Should be ok I hope. I think I am currently invested in about 10 different industries.

This post has been edited by Vanguard 2015: Mar 13 2017, 02:40 PM

My losses from Ta Ann currently stands at -5.91% even after doing DCA. It has been downgraded to HOLD by some analysts including Kenanga.

You berani masuk sekarang? No right or wrong answer. 😃

Ok-lah. Kenanga's analysis is about 70% to 80% accurate. Then I will use it to cross refer to my other research before making a final decision to buy.

Looks like I need the luck. I bought at RM1.290 this morning. It has been trading sideways until now. Mati lor.

My nickname is Braveheart and my idol is William Wallace. So I sai lang lor. Mana tahu back fire.

So for TA ANN, when the ANALysts say HOLD, it actually mean SELL? Then I die lor. Let me find a counter which can gain 6% within a short span of time and I will swap TA ANN with the new stock. I have to get info from the chartist first.

You are absolutely right. Sometimes when we get lucky, our ego get inflated and we think we are the next Warren Buffett or Peter Lanyak. But the acid test is whether we are outperform the market consistently year after year.

Woi, don't curse my TA ANN. TA ANN must TAHAN.

Walao. Ini stock goreng on steroid? Sudah naik 38% in one day. Unfortunately I was out out the office the whole day.