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 Investors Club V9, Previously known as Traders Kopitiam

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tehoice
post Feb 3 2017, 10:27 AM

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QUOTE(Pink Spider @ Feb 3 2017, 10:23 AM)
I believe in Tony! Tu je biggrin.gif

And ASEAN growing middle class

U see nowadays all youngsters fly here and there mcm tak payah jimat duit for future dry.gif
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their slogan is always YOLO!
tehoice
post Feb 22 2017, 05:42 PM

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fuhhh yohhhh ah pinky earn a lot from the market lately.
tehoice
post Feb 23 2017, 05:37 PM

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i thought plantation is a good pick this year?


tehoice
post Feb 23 2017, 05:38 PM

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QUOTE(Vanguard 2015 @ Feb 23 2017, 05:33 PM)
Alamak die lor like that for Ta Ann.  sweat.gif

When is the results coming out and is the best place to view it? Malaysiabizstocks?
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whoa, so many stocks you hold! must be big time investor.
tehoice
post Feb 23 2017, 06:05 PM

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QUOTE(Vanguard 2015 @ Feb 23 2017, 05:47 PM)
I am not a big time investor. I am just a small fry.  sweat.gif

I will cap my portfolio to a maximum of 20 stocks. Ideally I hope to hold only 10 to 15 stocks. That is just my own preference.
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those stock you hold are not cheap in terms of absolute price per share.
tehoice
post Feb 24 2017, 09:33 AM

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QUOTE(Vanguard 2015 @ Feb 23 2017, 06:12 PM)
My 2 cents, I just look at the value of the stocks and not really the price. Even if the market crash from time to time, these stocks should rebound. It won't turn into a PN17 case.

No right and wrong approach I guess. All the sifus here would have different approach. I am still learning.  notworthy.gif
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noted. nice. good. on the right track.

QUOTE(max_cavalera @ Feb 23 2017, 06:21 PM)
Boustead plantation? Genting plantation? smile.gif
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hi meow meow.
tehoice
post Feb 24 2017, 11:42 AM

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QUOTE(Pink Spider @ Feb 24 2017, 11:08 AM)
U jahat. Sengaja test him tongue.gif

U ingat him noob meh laugh.gif
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lol.... manada.jpg??? bruce.gif
tehoice
post Feb 28 2017, 09:11 AM

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QUOTE(Pink Spider @ Feb 28 2017, 09:00 AM)
Construction companies have nice results

LBS Bina
Ahmad Zaki
Chin Hin

Press Metal lengzai sampai... shocking.gif
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regretted so much that i didnt buy muchhhhhh cry.gif

eh, since when you bought panini again...
tehoice
post Feb 28 2017, 09:33 AM

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QUOTE(Pink Spider @ Feb 28 2017, 09:16 AM)
U say who?

Tekan Besi? U beli liao? blink.gif
Regretted sold too early cry.gif

Panini...bought back after see their hensem results thumbup.gif

Bought with money from dumping Karex and JTiasa...my move proven right, both dropped further after I dumped sweat.gif
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yeah, tekan besi.... that 1 best.... i missed it during the first round when i relunctant a bit. otherwise could make a lot more.

fuhhhhhh..... you're so geng in identifying good fundamental counters. can teach me plzzz? blush.gif blush.gif
tehoice
post Feb 28 2017, 11:01 AM

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QUOTE(Pink Spider @ Feb 28 2017, 09:36 AM)
Me and my colleague (he's the one analysing the technical stuff e.g. CPO prices, aluminium prices etc while I'm the one analysing the financials) also doh.gif doh.gif doh.gif cos too early took profit on PMetal bangwall.gif

Karex is an obvious choice to dump, a few consecutive quarters of non-improvement

Padini u see it's financials, and u see the crowd at it's Concept Stores thumbsup.gif

Now my hand itchy wanna top up...TNLogis vs TaAnn rolleyes.gif
Gimme some idea icon_idea.gif
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on the bolded, because ppl want to reproduce lar! or they want shiokness. hehe...

i see, i can help with some analysis, if you have any tipsie for me to look for brows.gif brows.gif

i takda idea la. my choice of selection is pretty much narrow compared to yours though. i still wanna top up some pmetal though.
tehoice
post Mar 1 2017, 03:58 PM

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QUOTE(Pink Spider @ Mar 1 2017, 01:31 PM)
Fundamentally solid stock

Paying 10 sen divvy a year now

But cash-rich and more than able to pay 15 sen

If 15 sen, yield is at a very attractive 5.14% now.
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thats why sapu at 1.40. sell at 3.

buy back at 2.30. now holding. rclxm9.gif
tehoice
post Mar 1 2017, 03:58 PM

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by the way, now Taann at 3.7x....

good time ?
tehoice
post Mar 1 2017, 05:11 PM

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QUOTE(Pink Spider @ Mar 1 2017, 04:00 PM)
Have u read the quarterly results and the ANALyst repots?

So, what's your take?
I also bought cheap forgot what price, dumped all at 2.00 doh.gif

Buy back at 2.81 blush.gif

Your timing sibeh cantek sad.gif
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only on this one lor.... my all time fav larling stock.

others not so good nia......

i think still got some good potential upside la. but cash tak banyak. so cant buy much of TAAnn also.
tehoice
post Mar 1 2017, 06:02 PM

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QUOTE(Pink Spider @ Mar 1 2017, 05:16 PM)
Buy little bit lo tongue.gif
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cash is still king. so cash position is very important. gotta keep more cash for the rainy days. if crash comes, can sapu more mah. hehehe...
tehoice
post Mar 3 2017, 04:53 PM

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QUOTE(Pink Spider @ Mar 3 2017, 04:05 PM)
TNB RM13++ a share
P/E 10 times
Divvy yield 2%+

Mahal?

ok...
If I give u ABC Berhad, providing electricity supply to Bengali state
RM1.30 a share
P/E 10 times
Divvy yield 2%+

Murah?

Answer correctly or u gonna eat some bricks
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i help answer it. if I have only RM1k, i can only buy 76 shares of TNB or 769 ABC Berhad shares.

potential upside of ABC Shares is higher comparatively.

Yes, it is expensive to my wallet but not to the shares.

answer like this can ah?
tehoice
post Mar 3 2017, 05:47 PM

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QUOTE(Pink Spider @ Mar 3 2017, 04:56 PM)
Kasi lu 3 thumbsup.gif  thumbsup.gif  thumbsup.gif for bold

Kasi lu half mark for red
Why? Because Bengali growth potential higher? tongue.gif
Easier to push up/down
But potential is same la bro
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hahahahah.... thanks for the half mark! rclxms.gif

Bengali: Emerging market yo! potential growth stock, more risky, hence require more IRR.

TNB in Mersia, developed country by 2020 yo! so not so risky and hence require less return. biggrin.gif

This post has been edited by tehoice: Mar 3 2017, 05:48 PM
tehoice
post Mar 6 2017, 09:31 AM

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whoa, so much to catch up over the posts made during the weekend. well. good thing that is this investor club thread becomes active.

how about creating a topic of the day or topic of the week?

what's the stock to focus for this week? after the TNB and ABC last week.
tehoice
post Mar 6 2017, 10:30 AM

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QUOTE(max_cavalera @ Mar 6 2017, 10:24 AM)
Bursa bull bull this thread terus active back 😄
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hi kucing bruce.gif
tehoice
post Mar 6 2017, 12:00 PM

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QUOTE(max_cavalera @ Mar 6 2017, 10:34 AM)
I kena whipsawed badly last week... cry.gif

Now waiting for that stock to rebound a bit...kena force extra long position
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which one?
extra long position? who for you to buy ?
tehoice
post Mar 7 2017, 05:28 PM

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QUOTE(river.sand @ Mar 7 2017, 05:21 PM)
Comparing these two hypothetical stocks:
A - PE 10, growth 10%, cash ratio 2
B - PE 15, growth 15%, cash ratio 1

Which do you think is a better investment? tongue.gif
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now added the red, which one will you invest?

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