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 Investors Club V9, Previously known as Traders Kopitiam

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SUSPink Spider
post Mar 7 2017, 05:52 PM

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QUOTE(tehoice @ Mar 7 2017, 05:28 PM)
now added the red, which one will you invest?
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Apa tu cash ratio unsure.gif
SUSPink Spider
post Mar 7 2017, 06:06 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Mar 7 2017, 06:03 PM)
I also never use this ratio one...  laugh.gif  laugh.gif  laugh.gif  laugh.gif
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Aiya, academic ratio...almost useless in real life doh.gif
SUSPink Spider
post Mar 8 2017, 12:37 AM

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QUOTE(gark @ Mar 7 2017, 10:29 PM)
Then why u sell urs? No need keep for anak cucu ah? tongue.gif
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Bini pun belum ada...fikir apa anak cucu cry.gif
SUSPink Spider
post Mar 8 2017, 12:38 AM

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After change thread name...theme pun lain. Bagus! thumbup.gif
SUSPink Spider
post Mar 8 2017, 09:27 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Mar 7 2017, 07:33 PM)
LOL you have to decide you want to be divvy investor, long term investor, short term trader or chase whatever that is hot..... rclxub.gif

Gotta stick to one/two style otherwise your portfolio like rojak...

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So unker, my portfolio ada satu style je or rojak? blush.gif
SUSPink Spider
post Mar 8 2017, 10:06 AM

Formerly known as Prince_Hamsap
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QUOTE(wayne84 @ Mar 8 2017, 10:00 AM)
staying sideway and only going into market after fed announce US rate hike. TAAAN not in good mood today sad.gif
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2 sen jatuh je ma
SUSPink Spider
post Mar 8 2017, 10:21 AM

Formerly known as Prince_Hamsap
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QUOTE(wayne84 @ Mar 8 2017, 10:16 AM)
macam vomit since last month till now not recover. all stock i buy into also vomiting..mbsb, wcehb, taaan except tenaga still doing good. * i m an accidental long term investor biggrin.gif
*
Fixed tongue.gif
SUSPink Spider
post Mar 8 2017, 10:34 AM

Formerly known as Prince_Hamsap
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QUOTE(Vanguard 2015 @ Mar 8 2017, 10:28 AM)
I have been topping up Taan. I will continue to do so if it continues to fall. The fundamentals are strong. Even if this stock goes bankrupt, my overall portfolio will still survive.
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Mau like that meh?

Take a look at UMCCA too.

But beware, this stock isn't very liquid, not much trading every day.
SUSPink Spider
post Mar 8 2017, 11:00 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Mar 8 2017, 10:53 AM)
Semi rojak lah.. got divvy growth, got income..  tongue.gif
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After I dumped Karex and JTiasa, basically all also got some divvy. tongue.gif

So, which is divvy growth? Tunjuk ajar ku, sifu... blush.gif
SUSPink Spider
post Mar 8 2017, 11:07 AM

Formerly known as Prince_Hamsap
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QUOTE(Vanguard 2015 @ Mar 8 2017, 11:03 AM)
Boss,  I think I highlighted UMCCA before in this thread. They have branched out to buying plantation land in Indonesia now. Planting young trees. But it may take 1-2 years before we can see the gain. UMCCA is highly recommended by Kenanga and Absolutely Stocks. Potential gain is 11.79%. Fundamentals are strong. But PE ratio 21.47.  doh.gif

Given a choice, I will buy Batu Kawan with a PE ratio of 12.5 but it has not much potential gain for now. Batu Kawan is much more diversified. It has  chemical manufacturing, transportation, property investment, and plantations businesses. Your analogy of eating laksa and curry mee, etc. all in one stall.

I think I will cap my exposure to Taan to 20% of my total portfolio.

P/S: Of course PE ratio is not everything but what do I know rite?  sweat.gif
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U cannot compare UMCCA and Ta Ann. Ta Ann used to be more of a log play than a palm oil play, whereas UMCCA used to be a pure palm oil play, now branching out into something else (cocoa, coffee, coconut etc) with their newly acquired landbank.

Pure palm oil play typical PE is about 20 times.
SUSPink Spider
post Mar 8 2017, 11:23 AM

Formerly known as Prince_Hamsap
********
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QUOTE(gark @ Mar 8 2017, 11:19 AM)
Divvy growth is stocks that both grow their dividend AND profit over time. Usually more establish slow growers..  tongue.gif
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AIRASIA | HLIND | IGBREIT | MATRIX | MQREIT | PADINI | TAANN | TENAGA | TNLOGIS

The red ones? hmm.gif
SUSPink Spider
post Mar 8 2017, 11:28 AM

Formerly known as Prince_Hamsap
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QUOTE(Vanguard 2015 @ Mar 8 2017, 11:27 AM)
Haiz, actually you have a good point.

For e.g. the current price of UMMCA is RM5.840. Kenanga has set a target price of RM7.110. But is the TP for 1 year or 2 years? In my simple mind, I always assume we are looking at a 12 months period.  blush.gif
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Usually ANALyst TPs are for 12-months period.

But, some may take eternity laugh.gif
SUSPink Spider
post Mar 8 2017, 11:29 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Mar 8 2017, 11:28 AM)
You sendiri define ler.. lazy to check those stocks..  tongue.gif
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Those are the ones that growing profits and divvy. biggrin.gif
SUSPink Spider
post Mar 8 2017, 11:31 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Mar 8 2017, 11:30 AM)
Then yes lor..

You got income stocks...

except one odd one speculative stock..  brows.gif
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Air Tony? Mana speculative wor...Tony can make everyone fly mar tongue.gif

Or u mean itu Chinaman logistics counter unsure.gif

This post has been edited by Pink Spider: Mar 8 2017, 11:32 AM
SUSPink Spider
post Mar 8 2017, 02:50 PM

Formerly known as Prince_Hamsap
********
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QUOTE(Vanguard 2015 @ Mar 8 2017, 02:49 PM)
The sleeping giant, TENAGA, finally woke up from its slumber. It is inching upwards this week.  rclxms.gif
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I still paper loss doh.gif
SUSPink Spider
post Mar 8 2017, 03:06 PM

Formerly known as Prince_Hamsap
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QUOTE(Vanguard 2015 @ Mar 8 2017, 03:05 PM)
Aik, sorry to hear. Bila you beli?
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2 batches

1 in Sep-16
1 in Dec-16
SUSPink Spider
post Mar 8 2017, 05:48 PM

Formerly known as Prince_Hamsap
********
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I'm a jerk...I'm a jerk... rclxs0.gif

Sakitnya buntut sesetengah orang tu whistling.gif
SUSPink Spider
post Mar 8 2017, 07:24 PM

Formerly known as Prince_Hamsap
********
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QUOTE(foofoosasa @ Mar 8 2017, 07:18 PM)
siapa ?  brows.gif
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dunno? some scam artist maybe? tongue.gif

This post has been edited by Pink Spider: Mar 8 2017, 07:24 PM
SUSPink Spider
post Mar 8 2017, 07:30 PM

Formerly known as Prince_Hamsap
********
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QUOTE(foofoosasa @ Mar 8 2017, 07:28 PM)
Pinky Gor, have think of adding new counter like banking counter?  hmm.gif

I read news seems all analyst not really optimistic for bank counters. hmm....
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Maybank dah rally from its low lo...

Hong Leong Bank results look nice...

I think banks have seen the worst...

Worth looking into IMHO
SUSPink Spider
post Mar 8 2017, 08:44 PM

Formerly known as Prince_Hamsap
********
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QUOTE(foofoosasa @ Mar 8 2017, 07:41 PM)
Same thought,

but exactly the worst I still skeptical  innocent.gif

maybe who knows? read chart ?  tongue.gif
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kalo nak read chart find fortune teller innocent.gif

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