QUOTE(Pink Spider @ Apr 25 2017, 02:13 PM)
You must be having some kind of fetish with undies ay ? Investors Club V9, Previously known as Traders Kopitiam
Investors Club V9, Previously known as Traders Kopitiam
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Apr 25 2017, 02:18 PM
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Senior Member
2,955 posts Joined: Sep 2009 |
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Apr 25 2017, 02:22 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
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Apr 25 2017, 02:25 PM
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Senior Member
2,955 posts Joined: Sep 2009 |
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Apr 25 2017, 02:33 PM
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Senior Member
1,938 posts Joined: Nov 2009 From: Bolehland |
QUOTE(Nemozai @ Apr 25 2017, 11:20 AM) After some reading (I'm still noob I know), I believe that value investors do not invest only on super duper undervalued and cheap stock. What u mentioned here for those who ended up with "red chip" are because they are not interpreting the first component of value investing. Another problem arises, good company to you doesn't mean it is a good company to me.I think it comes down to 2 components: 1. First, find a good company 2. Then only we proceed to calculate it's intrinsic value based on whatever formula (and this intrinsic value is just an assumption, not a perfect number. We must act based on imperfect assumptions |
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Apr 25 2017, 02:39 PM
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Senior Member
2,955 posts Joined: Sep 2009 |
QUOTE(zDarkForceSz @ Apr 25 2017, 02:33 PM) Agreed everyone has their own view of a company. The numbers that are presented could be the same but how we interpret things may be different.As the famous saying goes "One man's poison can be another man's food" |
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Apr 25 2017, 02:42 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(zDarkForceSz @ Apr 25 2017, 02:33 PM) QUOTE(shankar_dass93 @ Apr 25 2017, 02:39 PM) Agreed everyone has their own view of a company. The numbers that are presented could be the same but how we interpret things may be different. That's why we share our opinions and ideas BUT it's up to others to take it or not. As the famous saying goes "One man's poison can be another man's food" |
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Apr 25 2017, 02:44 PM
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Senior Member
3,541 posts Joined: Mar 2015 |
Don't lose hope in TENAGA yet. Percayalah Daily Charting Kenanga dated 25th April 2017.
Since its August high of RM14.90 (29-Aug), TENAGA’s share price retreated to as low as RM13.00 (2-Feb) before recovering lost ground to the current levels. Although TENAGA’s short and longer term trends remain bearish, early signs are showing that the share price may have bottomed out or is in the midst of bottoming out. Note that the MACD has formed a “Double Bottom”-like pattern earlier in February, which indicates that selling momentum is waning. Furthermore, the 20-day SMA has also crossed above the 50-day SMA last month. Bargain hunters who wish to accumulate may look forward to the overhead resistance levels of RM14.05 (R1), and RM14.30 (R2). Immediate support levels are RM13.40/RM13.60 (S1) and RM13.00 (S2) further down. |
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Apr 25 2017, 02:48 PM
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Senior Member
3,541 posts Joined: Mar 2015 |
Chartist Picks Today
1. AirAsia 2. Sign 3. APM 4. UPA |
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Apr 25 2017, 02:49 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(Vanguard 2015 @ Apr 25 2017, 02:44 PM) Don't lose hope in TENAGA yet. Percayalah Daily Charting Kenanga dated 25th April 2017. Sell AirAsia, top up Tenaga? Since its August high of RM14.90 (29-Aug), TENAGA’s share price retreated to as low as RM13.00 (2-Feb) before recovering lost ground to the current levels. Although TENAGA’s short and longer term trends remain bearish, early signs are showing that the share price may have bottomed out or is in the midst of bottoming out. Note that the MACD has formed a “Double Bottom”-like pattern earlier in February, which indicates that selling momentum is waning. Furthermore, the 20-day SMA has also crossed above the 50-day SMA last month. Bargain hunters who wish to accumulate may look forward to the overhead resistance levels of RM14.05 (R1), and RM14.30 (R2). Immediate support levels are RM13.40/RM13.60 (S1) and RM13.00 (S2) further down. |
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Apr 25 2017, 02:51 PM
Show posts by this member only | IPv6 | Post
#4950
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Senior Member
1,061 posts Joined: Feb 2008 |
QUOTE(Nemozai @ Apr 25 2017, 11:20 AM) After some reading (I'm still noob I know), I believe that value investors do not invest only on super duper undervalued and cheap stock. What u mentioned here for those who ended up with "red chip" are because they are not interpreting the first component of value investing. how do you define "good company"? I think it comes down to 2 components: 1. First, find a good company 2. Then only we proceed to calculate it's intrinsic value based on whatever formula (and this intrinsic value is just an assumption, not a perfect number. We must act based on imperfect assumptions |
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Apr 25 2017, 03:11 PM
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Senior Member
3,541 posts Joined: Mar 2015 |
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Apr 25 2017, 03:18 PM
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All Stars
24,369 posts Joined: Feb 2011 |
QUOTE(Smurfs @ Apr 25 2017, 02:51 PM) 1. Company which come rain or shine will be there. Something people need even though economy is bad.2. Company with strong balance sheet (better if zero debts, if got debts, must be low, if high debts, must be shown able to decrease the amount over the years) 3. Company which are shareholder friendly 4. Company which are able to grow revenue/net profit margin, dividend |
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Apr 25 2017, 03:19 PM
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All Stars
24,369 posts Joined: Feb 2011 |
Vanguard 2015 care to share what's the difference between carlsberg and heineken?
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Apr 25 2017, 03:30 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
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Apr 25 2017, 03:34 PM
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Senior Member
3,541 posts Joined: Mar 2015 |
QUOTE(Ramjade @ Apr 25 2017, 03:19 PM) No much difference Ramjade. Both are sin stock. Carlsberg has declared a RM0.65 dividend. I will take the dividend first and decide whether to keep it later. HEIM is on a downtrend because its recent QR dipped slightly at -4% and I suspect because its ex-dividend date has passed. IMHO it is not worth buying Carlsberg and HEIM now although the valuation still looks OK. The illegal alcohol trade is killing Carlsberg and HEIM. BAT is suffering the same problem with the illegal tobacco trade. With that, associated business like TienWah which depends on BAT will also be affected. |
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Apr 25 2017, 03:40 PM
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All Stars
24,369 posts Joined: Feb 2011 |
QUOTE(Vanguard 2015 @ Apr 25 2017, 03:34 PM) No much difference Ramjade. Both are sin stock. Carlsberg has declared a RM0.65 dividend. I will take the dividend first and decide whether to keep it later. HEIM is on a downtrend because its recent QR dipped slightly at -4% and I suspect because its ex-dividend date has passed. Actually looking for defensive MY stocks. I know come rain or shine, certain people in Malaysia must drink alcohol. IMHO it is not worth buying Carlsberg and HEIM now although the valuation still looks OK. The illegal alcohol trade is killing Carlsberg and HEIM. BAT is suffering the same problem with the illegal tobacco trade. With that, associated business like TienWah which depends on BAT will also be affected. |
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Apr 25 2017, 03:44 PM
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Senior Member
1,938 posts Joined: Nov 2009 From: Bolehland |
QUOTE(Vanguard 2015 @ Apr 25 2017, 03:34 PM) No much difference Ramjade. Both are sin stock. Carlsberg has declared a RM0.65 dividend. I will take the dividend first and decide whether to keep it later. HEIM is on a downtrend because its recent QR dipped slightly at -4% and I suspect because its ex-dividend date has passed. mana ada sin IMHO it is not worth buying Carlsberg and HEIM now although the valuation still looks OK. The illegal alcohol trade is killing Carlsberg and HEIM. BAT is suffering the same problem with the illegal tobacco trade. With that, associated business like TienWah which depends on BAT will also be affected. a can a day keeps worry away~ |
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Apr 25 2017, 03:45 PM
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
i drink coke once every year nia..so kena beli F&N stock
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Apr 25 2017, 03:45 PM
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Senior Member
3,541 posts Joined: Mar 2015 |
QUOTE(Ramjade @ Apr 25 2017, 03:40 PM) Actually looking for defensive MY stocks. I know come rain or shine, certain people in Malaysia must drink alcohol. Then may I suggest you start with consumer stocks. Stocks like Nestle, Dutch Lady, Cocoaland, Johotin, etc. |
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Apr 25 2017, 03:46 PM
Show posts by this member only | IPv6 | Post
#4960
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Senior Member
3,815 posts Joined: Feb 2012 |
QUOTE(Ramjade @ Apr 25 2017, 03:18 PM) 1. Company which come rain or shine will be there. Something people need even though economy is bad. - with wide economic moat2. Company with strong balance sheet (better if zero debts, if got debts, must be low, if high debts, must be shown able to decrease the amount over the years) 3. Company which are shareholder friendly 4. Company which are able to grow revenue/net profit margin, dividend - generous to shareholders (not like kiamsiap Genting boss) |
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