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 Investors Club V9, Previously known as Traders Kopitiam

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SUSPink Spider
post Dec 18 2015, 01:38 PM

Formerly known as Prince_Hamsap
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Joined: Jun 2011
QUOTE(Le Don @ Dec 18 2015, 01:16 PM)
Padini 2.00 soon  drool.gif
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When...to...sell? icon_question.gif
SUSPink Spider
post Dec 18 2015, 01:45 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(Le Don @ Dec 18 2015, 01:44 PM)
Never?  tongue.gif

If u want to lock profit, above 2.00 would be good based on the long term chart
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My holding is too small to lock profit...more likely will sell all

Long term chart...show resistance at 2.30 hmm.gif

Eh wait, aku ni no chartist! tongue.gif
SUSPink Spider
post Dec 18 2015, 03:20 PM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011
QUOTE(kueyteowlou @ Dec 18 2015, 03:13 PM)
wub.gif

why not GBGQRS laugh.gif
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apatu rclxub.gif
SUSPink Spider
post Dec 18 2015, 03:35 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
QUOTE(kueyteowlou @ Dec 18 2015, 03:23 PM)
this stupid stock... the name damn hard to memorize...

pardon me lol

» Click to show Spoiler - click again to hide... «

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syarikat rugi duit...jangan la doh.gif
SUSPink Spider
post Dec 18 2015, 03:48 PM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011
QUOTE(kueyteowlou @ Dec 18 2015, 03:40 PM)
haha who knows some day it will come....
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I only invest in fundamentally solid stocks blush.gif
SUSPink Spider
post Dec 18 2015, 04:16 PM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011
QUOTE(kueyteowlou @ Dec 18 2015, 03:55 PM)
pmetal used to be like that also....  rolleyes.gif
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Forex je, unrealised loss blush.gif
SUSPink Spider
post Dec 21 2015, 10:00 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
BAT I think is very possible brows.gif
SUSPink Spider
post Dec 21 2015, 10:08 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(kueyteowlou @ Dec 21 2015, 10:03 AM)
hahaha i think we should look at more on small cap stocks which will generate more profits to us and higher potential ...

all of the bulu chip too expensive for young boy like me...

it is safe but it takes age to earn back the cost
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Agreed.

Almost all of the big caps under my radar (Maybank, HLB, Tenaga, PPB, DiGi) have limited upside potential IMHO.

Talkin' of large caps...

» Click to show Spoiler - click again to hide... «


This post has been edited by Pink Spider: Dec 21 2015, 10:09 AM
SUSPink Spider
post Dec 21 2015, 10:12 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(kueyteowlou @ Dec 21 2015, 10:10 AM)
anyway pmetal you should try to reduce position...

biggrin.gif
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It's my 2nd smallest holding after BPPLAS, still got plenty of room to average down tongue.gif

Long term I'm positive on this stok blush.gif

QUOTE(kueyteowlou @ Dec 21 2015, 10:10 AM)
tongue.gif

i am not really a big cap fans...

so i have no comment for you sorry.. hehe
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Ta Ann consider big cap? rolleyes.gif

This post has been edited by Pink Spider: Dec 21 2015, 10:14 AM
SUSPink Spider
post Dec 21 2015, 10:57 AM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
Ta Ann sangat kuat leh...tempted to take profit off icon_question.gif
SUSPink Spider
post Dec 21 2015, 02:49 PM

Formerly known as Prince_Hamsap
********
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QUOTE(tehoice @ Dec 21 2015, 02:43 PM)
hold on first.... more to come bro.....
i called for it since 3.50 days...
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Ada meh??? hmm.gif

U not one of the sceptics who called my Ta Ann pick bluff? tongue.gif
SUSPink Spider
post Dec 21 2015, 03:53 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
QUOTE(TC-Titan @ Dec 21 2015, 03:39 PM)
I think it depends on the counters you are investing in. Doesn't matter whether big, small, penny or even rubbish stock.

Most important is you know what you are doing and what to expect from it.

There are 3 counters I spotted previously but didn't have sufficient funds and bola at that point in time to enter coz I always had the mindset to buy good things cheap...

1. Petdag. Spotted this stock at 15.5 on Jan'15. Flew up to 25 now.

2. BAT. Spotted at 57 plus in June'15. Could have  traded a few times and grabbed some divs.

3. PCHEM. Spotted at around 5.10. Flew up to 7 now.

Good opportunities for some counters don't always come around that frequently. When they do, must be ready to grab them.
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Maybank. 8.20 now whistling.gif
SUSPink Spider
post Dec 21 2015, 05:24 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
QUOTE(tehoice @ Dec 21 2015, 05:15 PM)
lol, i swear it was not me..... i picked this during june/july period.... my mates know....
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WHY U NO MAKE IT CLOSE AT 5.00??? tongue.gif
SUSPink Spider
post Dec 22 2015, 09:05 AM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011
QUOTE(tehoice @ Dec 21 2015, 06:14 PM)
i picked but i can't dictate la boss... you think i siapa???  rclxub.gif
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Ikan jerung brows.gif
SUSPink Spider
post Dec 22 2015, 10:18 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011
Btw, today BPPLAS quite nice brows.gif
SUSPink Spider
post Dec 22 2015, 11:10 AM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011
QUOTE(tehoice @ Dec 22 2015, 11:04 AM)
how many vietmoi nite made?  brows.gif
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too small holding, only profited 3 shots doh.gif
SUSPink Spider
post Dec 22 2015, 11:49 AM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
QUOTE(tehoice @ Dec 22 2015, 11:39 AM)
assuming 1 shot is RM300, 3 shots = 900, not too bad mah, for a small holding. haha....

anyway, any opinion on gamuda?  hmm.gif
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U obviously is not a cheongster, harga pun x tau tongue.gif

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 sweat.gif
SUSPink Spider
post Dec 22 2015, 01:12 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
QUOTE(tehoice @ Dec 22 2015, 12:01 PM)
what's cheong?  laugh.gif
yeah, agree with you on its recurrent earnings and current spending spree by the gomen on all the mrt,lrt,ktm,erl, etc. lol....

i think it's pretty normal for company of such nature to be highly geared.... they can't sustain with just equity funding right? compare to the peers in the same industry, all of them also highly geared right? but what's the cash and liquidity ratio like?

by the way, what are the general criteria for your holistic investment?
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cheong is...money for s*x ph34r.gif

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

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 blush.gif )
3. Superior profit margins
4. GROWTH (topline and margins)

QUOTE(TC-Titan @ Dec 22 2015, 12:34 PM)
Hmmmm I can't remember where I read on Gamuda intending to sell their toll biz to focus on property development and construction.

But I doubt this will happen anytime soon.
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So lucrative, why would they sell? The margins are like drool.gif

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

This post has been edited by Pink Spider: Dec 22 2015, 01:14 PM
SUSPink Spider
post Dec 22 2015, 03:08 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
QUOTE(tehoice @ Dec 22 2015, 03:03 PM)
is your coompany a bigggg player? from what i see, the industry players are geared to certain extend...
agree with you that their predictable cash flow allows them to borrow a lot. just like telco company...

only 4 criteria nia? how about liquidity ratios? any of those?
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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.

This post has been edited by Pink Spider: Dec 22 2015, 03:08 PM
SUSPink Spider
post Dec 22 2015, 03:27 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011
Gamuda terbang liao doh.gif
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