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 STOCK MARKET DISCUSSION V150

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billy_overheat
post Mar 25 2022, 07:14 AM

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QUOTE(Boon3 @ Mar 24 2022, 05:40 PM)
I read a lot of gardening books too....
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i watch my mother do lots of gardening too

but i dont do it myself

laugh.gif
billy_overheat
post Mar 25 2022, 09:50 AM

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QUOTE(Boon3 @ Mar 25 2022, 09:16 AM)
Not much to read... so read MyNews..

user posted image

Valuation based on FY22E estimates of 16m profit...

blink.gif  blink.gif

Very, very optimistic considering first quarter already lost 7.8 million and yet, they still estimate a profit of 16m for the year?

still very covid la... how to get the flow of ppl walking in to splurge some loose change buying from their stores?  rolleyes.gif

and yeah.... a 8 bagger.... 8 consecutive quarters of losses....  shakehead.gif  shocking.gif

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but then... yeah... back when times are good... the company was making 26+ milion. wink.gif
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cimb said, nopppeeee laugh.gif laugh.gif

but looking at their expansion especially CU and turning around their outlets

most likely gonna eat up operational cost a lot for years coming


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bottom fisher will say yesterday's resistance is today's support! whistling.gif

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

billy_overheat
post Mar 25 2022, 10:00 AM

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QUOTE(Boon3 @ Mar 25 2022, 09:56 AM)
Their growth strategy is opening up as many new store as possible..... sounds familiar?
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D and Q and now M have the same strategy

Volume cool2.gif

the udon in FM by q is very expensive and popular amongst the millennials doh.gif


billy_overheat
post Mar 27 2022, 07:32 AM

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QUOTE(howyoulikethat @ Mar 25 2022, 11:59 PM)
company D is a Msian company?
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Mrdiy

We were talking about expansion of more stores
billy_overheat
post Mar 29 2022, 08:00 AM

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QUOTE(statikinetic @ Mar 28 2022, 08:34 PM)
I was surprised by the plastic contruction. Whoever designed the marketing campaign deserves a raise.
I am going over to read now.
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bruce.gif

It's not plastic!

It's bio-ceramic laugh.gif laugh.gif
billy_overheat
post Mar 30 2022, 02:43 PM

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QUOTE(Boon3 @ Mar 30 2022, 12:43 PM)
laugh.gif

AA up so much? LOL! tongue.gif
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BO! BUY! tongue.gif tongue.gif

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billy_overheat
post Mar 31 2022, 12:38 PM

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QUOTE(Boon3 @ Mar 30 2022, 06:10 PM)
So happy.... must have bought many loads ....  laugh.gif
Size of the refund request is really huge.... 7.6 billion ringgit when compared to the previous flying year, AA only did 12.4 billion sales.  rolleyes.gif
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“With the resumption of domestic flights and reopening of borders in most of our key markets, we are very pleased to note that 88% of credit accounts that we issued have been utilised, signifying a strong appetite and confidence for air travel among the public."

laugh.gif laugh.gif

my friends requested for full refunds into bank account and were extremely frustrated with the process

ended up being forced to accept the credits

so

'resolved' laugh.gif

i wonder how's their new plan doing
billy_overheat
post Apr 11 2022, 01:46 PM

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QUOTE(howyoulikethat @ Apr 10 2022, 06:23 PM)
the world's greatest investor took a stake in HP after keeping cash most of the time.

I'm surprised, as this HP is selling printers, computers, etc. If AAPL, I understand lah, got moat, stable business, big cash hoard, etc.

Maybe Buffett go back to traditional value investing, as PE ratio < 10, while cashflows have generally improved in recent years.

Do you think it'll become another IBM investment for Buffett?  brows.gif

Your thoughts?
Boon3 statikinetic billy_overheat
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because their cartridges are sibeh expensive? laugh.gif

their previous effort on cloud seems going nowhere as well

how to fight with aws or azure?

user posted image

well

'value'

laugh.gif

most likely i'll be wrong and if he's right in the future, another appl

ps

uncle warren is not good with tech, he said it himself laugh.gif
billy_overheat
post Apr 11 2022, 03:52 PM

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QUOTE(statikinetic @ Apr 11 2022, 03:07 PM)
Your chart.
HP is different from HP Enterprise right?

Think Buffet went in on HP and not HPE.
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OH wait, it's hpq.
billy_overheat
post Apr 11 2022, 03:52 PM

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QUOTE(Boon3 @ Apr 11 2022, 02:42 PM)
Monkey see, monkey do trading strategy??

You also want to follow such kung fu???
oh my....................................
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Whatever things he's doing is his business. Not mine. laugh.gif
billy_overheat
post Apr 11 2022, 08:48 PM

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He got some nu too. Still making losses till now, what does he see in it? Digital banking? Margin of safety? Future earnings?
billy_overheat
post Apr 11 2022, 09:38 PM

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QUOTE(statikinetic @ Apr 11 2022, 08:51 PM)
Is he expecting Lenovo to be sanctioned as part of China leaving the door to Western markets open for HP?
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This is gambling. Lol. Unless of course if he has some intels.

This post has been edited by billy_overheat: Apr 11 2022, 09:38 PM
billy_overheat
post Apr 11 2022, 10:08 PM

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QUOTE(statikinetic @ Apr 11 2022, 10:01 PM)
It could be said all forms of investment are...calculated gambles. biggrin.gif
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And that's true. laugh.gif
billy_overheat
post Apr 12 2022, 05:56 PM

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“What is left to be done is for the SC to issue the compound notices. Whether or not the SC and Bursa would want to explain their involvement in objecting to the AG’s exercise of discretion is a matter that they will have to consider and explain,” added Serba Dinamik.

WTH?
billy_overheat
post Apr 15 2022, 11:09 AM

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QUOTE(AthrunIJ @ Apr 15 2022, 09:55 AM)
O.o, a gambler basically 😏

All the best to you man.
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More often than not he trades like an investor, he's sometimes even pickier than the fa guys

And he will tell you there's no difference between the two

biggrin.gif
billy_overheat
post Apr 15 2022, 11:10 AM

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QUOTE(AthrunIJ @ Apr 15 2022, 11:09 AM)
🤭
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And I agree with him laugh.gif
billy_overheat
post Apr 15 2022, 01:34 PM

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QUOTE(thkent91 @ Apr 15 2022, 11:50 AM)
Investing - average down during crisis, never cut loss by looking at chart, only take profit when necessary eg: buying house, cars, education.. etc etc

Trading - never average down, cut loss by looking at chart, take profit when greed level is high

??
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Let say one keeps averaging down because 'the companies are in good shape', yet there's no profit to be taken when one wants to buy house car etc, is that a wise 'investing'?

On the other hand, when one trades, does it only mean trade by charts solely, but why can't fundamentals be taken into considerations to make better trades?

When one invests, must one hold onto something for dear life? The simplified versions to sell are something like when the companies are not in good shape, high pe, etc but it's never that simple isn't it?

For trading, do charts only matter regardless of the companies? For chartists, maybe, but must one use only charts to do trades?

What's one goal to invest/trade?

Answers like 'I invest because I like the companies' and 'I invest because the companies are earning greatly (paper losses are temporary)' or 'I trade the stocks because the charts say so' and 'I trade the stocks because ma20 crosses ma50' etc are laugh.gif

Again, what's one goal to trade or invest?




billy_overheat
post Apr 15 2022, 04:33 PM

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QUOTE(Boon3 @ Apr 15 2022, 02:46 PM)
what the frek have you been drinking? Gin + Coconut Water + whisky?  laugh.gif

Take Munger and AliBaba...  that's the best case of NOT to blardy hell average down. Average down for ppl who stubbornly DO NOT believe that the stock that they bought is (1) either a poor stock (2) a stock bought at a HIGH price. Either case, the stock keeps going down. It tells Munger straight up his face that he is WRONG!

well... Munger did what Buffett taught him... when you find yourself in a hole, stop digging!

Average down simply means buying more of the mistake!

this is why most ppl lose money when they invest.

They cannot accept the most simplistic fact is they were wrong. So they die die buy more and more of their mistake.

End.

Here... repost of Munger & his Alibaba
» Click to show Spoiler - click again to hide... «

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Drinking k*tum. Have to support local weyyy

It took me long enough to not to fixate on whether it's investing or trading.

And you're the best rotan what laugh.gif
billy_overheat
post Apr 15 2022, 08:21 PM

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QUOTE(statikinetic @ Apr 15 2022, 02:54 PM)
I agree with this.
At times, he's even more value/FA than most FA fellas. But I would have to say he certainly does his due dilligence and that is whats important.
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Let's shift the focus out of him. laugh.gif

Eyeing anything recently? The market is still very choppy for me other than the short rebound a few weeks back, especially in the US.

Cpi is on a other level and here we are again with the hawkish cycle.

Banks earning weren't that great and dragged down the whole market

Maybe good for a few swings but the risk, urgghhh
billy_overheat
post Apr 19 2022, 08:19 AM

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always find some counters like zhulian or astro interesting

zhulian

user posted image

not so bad but last qtr was due to disposal of land

cash flow so so nia

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dy lovers love this i think

chart wise it's sideways but looking back from 2020, impressive

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astro

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np is always there but they are struggling to change

monopoly, how to change puke.gif

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home shopping was said gonna help astro but how

but no doubt they started way before all those fb live selling things laugh.gif

again, divi lovers rejoice

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chart

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in short, no earnings no divis

ada earnings, but no expansion, divis kaw kaw big players pocket kaw kaw too

guys, any interesting counters recently?

**biz wise, zhulian mlm, astro broadcasting, not interesting

This post has been edited by billy_overheat: Apr 19 2022, 09:59 AM

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