I wonder who is pushing up the share price of PETRONM (3042). It was suffering a loss of about 3% the other day.

Today the price has gone up 22.68% as we speak. Currently the market price is RM5.680. This is madness.

This means that if an investor put in RM100K, he would have made RM22K plus within a week?

This post has been edited by Vanguard 2015: Feb 23 2017, 10:27 AM

Eh got ah? Sorry my bad.

Yes, I agree. Thanks Gark.

P/S: I plan to set aside about 10% of my portfolio for short term trading.

3 stocks in my portfolio still not doing well - AEON Credit, CIMB and Ta Ann.

Ta Ann is bleeding quite badly today. Currently at RM3.990. down -1.72%. To continue topping up? Decision, decision....

This post has been edited by Vanguard 2015: Feb 23 2017, 12:35 PM

I choose to buy more AEON Credit and Ta Ann. I went fishing today for these stocks but could not catch it. Instead I got RHB Bank. I cancelled my earlier order for RHB and submitted a new order at 4.20 p.m. for RM4.920. Managed to catch the fish! Landed 2200 shares. RHB closed at RM4.940.

Ok sifu. Can I treat about 10% to 15% of my war chest as casino? My finger itchy. The rest of my money will be mid to long term investments.

I will continue to top up AEON Credit, CIMB and Ta Ann if there are good opportunities. But now really no ammo. Have to wait for my reinforcement troops next month.

My 2 cents is yes. I bought Oldtown about 2 weeks ago. The unrealised profit has now spiked to 16.316%.

Alamak die lor like that for Ta Ann.

When is the results coming out and is the best place to view it? Malaysiabizstocks?

I am not a big time investor. I am just a small fry.

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.

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.

Opps. Sorry about that. Sometimes a newbie like me get over excited. I won't report about my trades anymore. 😅

Hi thanks for the encouragement guys. I thought I breached some unwritten rules in this thread by sharing my daily trading activities and what shares I think would be value investment.

After all, IMHO this is a public forum and members should exchange info and knowledge so that everyone can prosper together.

Boon3 Please skip reading my posts in the future.


Hi thanks for the compliment.

I guess I was lucky that I bought HEIM and OldTown before their positive results were announced and their share price increased.

Ok so I won't suggest too many counters because it may confuse the members. In my current portfolio, I think the stocks with potential are:-

1. OCK Group Berhad
2. TENAGA
3. RHB Bank.

Of course there are other stocks in my portfolio which I think have potential. But you say don't share too many stocks so I restrict myself to just 3.

Please have a look at the fundamentals of OCK Group Berhad. Its growth in revenue year after year and the increase in its cash reserve, growth in eps, etc. I think it has great potential. It is a BUY call from all the analysts.

For TENAGA, it is a BUY call by all the analysts with the targeted price from RM15.450 to RM18.20. The current price is RM13.50. Look at its eye watering cash reserve increase of 66.45% to RM1.48 billion, its growth in net income and growth in dividend per share and eps, etc.

As for RHB Bank, I quote from the StarOnline on 22nd February 2017:-



No right and wrong answer. Everyone will have their own method to value a company.

I am an honest and straight forward person-lah Pink Spider.

I thought this thread is the same like the Fundsupermart thread where the members will inform each other what unit trusts they are currently buying and selling, some will post their monthly portfolio and some will even upload their actual FSM statements to show their gain.

But maybe this thread is a bit different? Some sifu just talk but don't show their actual portfolio or the shares that they actually bought? So really Kopitiam trader?

No problem. I will definitely post here about my overall portfolio whether it is making a profit or suffering losses. If it is making a profit, how I can improve further? If I make a loss, what can the members here learn from my mistake?

Hi bro, my kung fu level is very shallow. Not sure whether it is worth sharing.

I believe in value investment and having a margin of safety. The usual analysis like liquidity of the company, the book value, the debt to equity ratio, revenue and net income for the past 5 years, growth in EPS, the ROE, etc.

I try to aim for blue chip stocks which are undervalued and growth stocks if possible.

If the company has an economic moat, so much the better.

I am sure you know much more about all the above than me.

Hi thanks for the explanation Gark. IMHO, losing the entire capital is possible if it is a penny stock. But with blue chip stocks, I think it should be quite "safe".

Anyway I think it would be foolish for anyone to just buy a stock based on a member's recommendation. Surely they will do their own further research before jumping in?

P/S: Some highly volatile unit trusts also can lose 20% of their value in one year.

This post has been edited by Vanguard 2015: Feb 24 2017, 12:41 PM

Pink Spider

Bro, you are holding Ta Ann rite? Any recent bad news that I should be aware of? Otherwise I may continue to top up today. It is currently down -3.51%. Mega sales coming?

Ok noted with thanks Gark.

I agree. That's why in my earlier post I put the word "safe" in inverted comma.

Nobody can help skpetro. It is a cyclical stock. The wholly bloody oil and gas industry collapsed worldwide.

Thank you Pink Spider. So how, buy or hold now? Ta Ann is still less than 10% of my total portfolio.

This post has been edited by Vanguard 2015: Feb 24 2017, 03:01 PM

My bola besi for Ta Ann went back inside the cupboard already.

After some thought, I have decided to queue up for Genting Berhad instead at RM9.120. This is partly due to the revised target price by the analysts ranging from RM9.010 to RM10.970.

Previously I bought it for RM8.660. The unrealised profit is now at 5.54%.

Edited : My order for Genting Berhad has been matched at RM9.120.

P/S: If Ta Ann still continues to fall new month and once my second war chest/reinforcement troops arrive, I will re-visit it again.

This post has been edited by Vanguard 2015: Feb 24 2017, 04:12 PM

Please buy Nestle and join me. 😃

In difficult times like this, we need some defensive stocks.

Maybe we should look at the value of the company and not the price?

If Company A (a penny stock) sells at RM0.50 per share and Company B (a stalwart) sells at RM12.00 per share, if both prices drop to zero, you will still suffer a 100% loss.

I would rather take my chances and buy Company B.

My 2 cents worth as usual...

P/S: Nestle is for long term investment. I don't think it will turn into a ten bagger anytime soon.

This post has been edited by Vanguard 2015: Feb 26 2017, 11:33 AM