Your mates = your guppies? Haha yes, they can vouch for you. 
 

WHY U NO MAKE IT CLOSE AT 5.00???

Ikan jerung

top glove flying for a few days already.

Btw, today BPPLAS quite nice

too small holding, only profited 3 shots

U obviously is not a cheongster, harga pun x tau

Back to topic...

Gamuda...good proxy to ride on infra spending by gomen
And big chunk of its earnings (I think 50%) are recurring, from toll concessions. Resilient.
Only drawback is, very heavily geared

cheong is...money for s*x

Errr...my company is in construction and property, and we generally don't borrow except for hire purchase financing

I think their recurring concession earnings allow them to be aggressively geared, as the cash flow is so predictable.

1. MUST be paying dividends
2. I generally don't like highly geared companies (in b4 someone will point out that PMETAL is highly geared )
3. Superior profit margins
4. GROWTH (topline and margins)
So lucrative, why would they sell? The margins are like

Less than half of Group revenue, but almost half (I think more than half) of earnings.

My stocks analysis worksheet quite simplistic nia

I don't analyse cash flows, just glance thru the cash flows statements and see bank and cash balances changes from period to period.

And and and, I only buy companies whose business I can ROUGHLY comprehend. That's why I usually shy away from fancy tech stocks.

Gamuda terbang liao

Condomman PE also exorbitant

At least 5 years financials

Wow Ta Ann broke and close above RM5.00 finally

Lucky I only cashed out a bit, leave big bulk to continue the ride

Takpe lar

IMHO upside<downside

Better take out some cash dulu

My sell orders for UOAREIT also taken...now got ammo liao...ada apa tipsy

UOADEV attracts me

Matrix also looks interesting

Fund managers pushing up their stocks before next week clear block leave

Or could it be Valuecap coming it at this moment?

Thanks for the tipsy...esok holiday, research at home

would we know when it happens?

To be frank with u, my stocks analysis model is very rudimentary, and not good for analysing construction and property stocks, which usually have erratic revenue and earnings growth patterns. So, my opinion on these sectors are purely based on seeing analysts projections, reading their commentary and forming my own opinion.

Huayang - not positive (well, which developer are positive nowadays? ). Most are forecasting stagnant or even negative growth for the next 2 coming financial years. But their dividends are a sweetener (6-7% wor ). Quite defensive in that they're mostly into affordable housing (<RM500,000, though to be honest I wish "affordable" to mean RM400,000 and below). But I still prefer UOA for their superior margins, net cash position, it's having >10% of its net assets invested in UOAREIT and it having some investment assets e.g. Nexus@Bangsar South, which will guarantee recurring income. Me a conservative investor mar

How about IGB Corp?
Close to 2-year low...
MidValley office towers...near 100% occupancy
Upcoming Southkey Megamall...
Similar to UOA, has sizable investment assets for the recurring cash flows

Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar )

but I thought their properties selling quite well?

Seems like you're one of their customer. 

Too many stocks that are panas or strong potential to be panas...

Construction, Manufacturing (for tech, furniture, consumer), Plantation, Property Development....

U got top-up your Padini?

I'm trying to find companies that Fong Siling and KYY haven't put their stamp yet or those stamped by them but still have more upside.