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 Investors Club V9, Previously known as Traders Kopitiam

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cooldownguy86
post Nov 27 2015, 02:47 PM

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Supermx also not bad wor... If can rerate to PE15 then got same potential as topglov
cooldownguy86
post Dec 1 2015, 10:38 PM

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abg boon nvr post charts liao? familiar pattern forming on exporters charts again hehe tongue.gif
cooldownguy86
post Dec 1 2015, 10:55 PM

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QUOTE(cooldownguy86 @ Nov 17 2015, 10:34 PM)
Timber sales -21% but PBT can still +42% coz price +29% in RM terms mak oii. I dunno how to play this one political link and not sure if timber price can sustain. If can then RM6 will mari. Can't find any updated source of local timber price on the internet either.
*
Ini boleh ka tongue.gif? I look at the annualised EPS i saliva drool all over liao brows.gif

cooldownguy86
post Dec 2 2015, 12:50 PM

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QUOTE(Boon3 @ Dec 2 2015, 09:34 AM)
Same ka?

Hevea today

user posted image

Compare with Hevea posted on Oct 2

user posted image

user posted image

Same ah?
*
Not consolidating and breaking out meh? tongue.gif
cooldownguy86
post Dec 2 2015, 12:57 PM

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QUOTE(Boon3 @ Dec 2 2015, 09:35 AM)
laugh.gif

left side ask right side? tongue.gif
*
Asking the bossed here haha. Abg pinky loaded. Abg gark say sepawi. Abg boon leh tongue.gif?
cooldownguy86
post Dec 2 2015, 03:59 PM

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QUOTE(Boon3 @ Dec 2 2015, 01:37 PM)
Consolidation phase can be tricky one....

Optimistic people say....
the stock is just resting....
rebuilding itself before it breakouts higher....

Pessimistic people say...
die already.. 
stock no more strength...
that's why cannot go up anymore... 
soon it will break......down....

Lol.....

You what type of people?

tongue.gif
*
I'm rational ppl haha. Rate hike gonna mari liao tongue.gif

cooldownguy86
post Dec 2 2015, 04:50 PM

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QUOTE(Pink Spider @ Dec 2 2015, 04:25 PM)
Today kuat yo

U buying lorry load ke? tongue.gif
*
Lorry already berry full. Dunno what to unload to eat this. Pening
cooldownguy86
post Dec 7 2015, 11:10 AM

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Abg boon n abg gark manyak senyap aje.. Busy counting money ah? tongue.gif
cooldownguy86
post Dec 8 2015, 12:19 AM

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uncle kseng recorded 100mil forex gain wor. w the forex gain looks attractive. ah seng also now looks like ah moi liao
cooldownguy86
post Dec 10 2015, 10:57 PM

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taann getting hotz haha. wish i have loaded some :/

dolmite today also alot of fireworks. latest Q forex 16mil. tengok saja. dun dare touch tongue.gif
cooldownguy86
post Dec 12 2015, 01:06 AM

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abg boon many good exporters stock out there. how to differentiate between good and better ones?
cooldownguy86
post Dec 15 2015, 07:29 PM

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Just realised top glov's q3 and q4 is 4 months apart while q4 and q1 reporting is only 2 months apart. Missed a good one :/
cooldownguy86
post Dec 15 2015, 08:35 PM

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QUOTE(Boon3 @ Dec 15 2015, 08:14 PM)
tongue.gif

....what the lori question again?
*
haish din expect report to come out so fast else will use new lorry liao during correction last wk liao shakehead.gif

aji also. tengok tengok sekali sudah mari shocking.gif

This post has been edited by cooldownguy86: Dec 15 2015, 08:41 PM
cooldownguy86
post Dec 15 2015, 09:11 PM

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QUOTE(Boon3 @ Dec 15 2015, 09:02 PM)
What happened to all your old lori? Sold ah ?
*
old lori still got but not fully optimised still got some junks sweat.gif

rubber run liao. furniture still got chance? must see tonight what uncle sam say rclxms.gif but your favourite furniture already quite panas tongue.gif
cooldownguy86
post Dec 16 2015, 09:23 PM

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wa aji reli sudah gila... celaka :/

the only cacat stock in my watchlist is tienwah. aqua disguised as ah moi?

This post has been edited by cooldownguy86: Dec 16 2015, 09:35 PM
cooldownguy86
post Dec 16 2015, 10:38 PM

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QUOTE(Pink Spider @ Dec 16 2015, 09:43 PM)
Tien Wah...used to be one of my baby...but long dumped. Hard to be positive on a company reliant on tobacco industry.
*
If annualise latest eps can get rm6 that's like more than 2x current price. Of coz consistency is a question but seems like upside way more than downside and worth a bet

liquidity is a concern and the only big fund is ltat. funds help to goreng and add msg like Aji

This post has been edited by cooldownguy86: Dec 16 2015, 10:43 PM
cooldownguy86
post Dec 17 2015, 03:53 PM

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QUOTE(Boon3 @ Dec 17 2015, 03:26 PM)
laugh.gif

Rubber still lari. tongue.gif

Profit big la you. biggrin.gif
*
Haish could have been a bigger part of my portfolio :/

Furniture maybe got chance

cooldownguy86
post Dec 17 2015, 10:29 PM

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QUOTE(Boon3 @ Dec 17 2015, 04:39 PM)
Some links might interest you...

China's production is increasing.

Nov 2015: http://www.fordaq.com/fordaq/news/China_pa...rket_44508.html

and we know that in the US, a major particle board plant is in the works...

http://www.washingtontimes.com/news/2015/o...ing-facility-p/

These are supported by older news/reports talking about the huge mega boom...

http://www.fdmcdigital.com/Global_particle...om_by_2017.html
http://www.wbpionline.com/features/global-...eboard-4376280/

Oversupply fears/risk? China as a player, could be a price dumper...
US might just produce more for their own usage....
*and China and US are actually the largest global producer*

However, if you see the below link (Sep 2015)

http://www.indexbox.co.uk/news/Canada-in-C...Board-Trade%20/
*
wa tipsy tongue.gif
cooldownguy86
post Dec 17 2015, 11:00 PM

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dun like that leh i just small fry only haha tongue.gif

i'm not so sure if your favourite ah moi can run 40%. but got cimb suppork. in terms of valuations there are other better ones but might not have suppork.

If there are two stocks:
1. 20% upside (based on EPS) with funds suppork.
2. 40% upside but no funds suppork.

Which one would abg choose?

Other than furniture i think another with upside is tienwah but liquidity and shareholding is a concern. Of course we are also not sure if it can sustain the last Q performance.

This post has been edited by cooldownguy86: Dec 17 2015, 11:03 PM
cooldownguy86
post Dec 17 2015, 11:32 PM

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QUOTE(Boon3 @ Dec 17 2015, 11:11 PM)
tongue.gif

Strong hands is always important.
It's like music.
You might have a great sound but if you got nobody actually buying your works, how?

Tienwah... it's a bit tricky.... it could go either way.
I am not too comfortable to make a solid judgement on it. wink.gif
*
words of wisdom from abg boon notworthy.gif but i can't agree more hehe thumbup.gif

i miss your charts leh. haha tongue.gif

PS: just realised pohuat results coming out soon better load up some furniture first hehe tongue.gif

This post has been edited by cooldownguy86: Dec 17 2015, 11:39 PM

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