What about PPHB ah @Gark?

This one also same story and trend...     

This one also lengchai.. 

Good spotting.

Which one better Ah Boon? 

Thanks for comments on Orna. 

Pphb.... looks ok but if you ask me...Orna looks like a better horse.

Found a even better related horse ..    Quickly loaded up some shares at market price.

Up 300% for this year and still only at PE 3+..      Still can go another 300% to hit PE 10.. 

Paper price is going up, so you have contango, raw materials bought cheaper earlier, now can sell for higher price

High demand for box due to more online selling..

Paper and box shortage in China, due to above.. blame alibaba ...

Link 1

Link 2

How long this rally will last, no one knows, but china paper producers is already ramping up production

Orna buys paper as a raw material and is 60% of cost, so if the paper price downtrend, they can be caught in reverse situation.

Jump from RM 1 to RM 1.4X is scary.. 

Cousins are Muda and boxpak (But Orna have better fundamentals)

paper industry is sleepy.. no analyst.. 

This always 'sound' logical but ... I am telling you this ain't so.

Diversifying will never make it safer. When shit happens, like a crash, they will all die... well ... some of the better ones... they just die less or recover faster.

And then ... when carries more different stocks... the tendency is that sooner and not later, they will most likely to carry the big G - the goreng stocks... and because of the noob factor...the cutting loss is an art they could never master... and in most failure cases....all it takes is ONE NASTY BAD GORENG STOCK that goes badly wrong . And when this happens....tbe portfolio will turn in huge mega losses.

And I will say this.... it's never how many stocks you carry... most important is you carry the right one.

And when you carry less different stocks...you force yourself to be damn bloody correct....this is something which I have seen many with multi stocks in their portfolio will fail to do. Most of the time...they carry more just cos of the theory... they carry stocks to fullfil their die hard gambling blood.. they carry more cos they think one bad stock selection is ok. Cos they think the other stocks can take care of one or two lousy picks...

And so on and so on.....

Ps this issue is subjective. It's always ok for you to disagree.

All you need to do is send Gark to kowtim me.

Yup.. I understand what you are trying to tell me.. I am still not disciplined enough to cut loss although I know that is the right thing to do.. So, until I manage to master cutting losses and improve on stock picks (avoid goreng stocks), I think it is better for me to avoid keeping a concentrated stock to avoid a big draw down in the event that I'm losing on a trade and can't seem to cut loss early..

Some stocks... with ... err... fundamentals... when its earnings collapse .... could also see mega mega drop in stock prices. Example? Oil stocks few years back.

Oh yes.. That is a good reminder and example to learn from.. 

....export stocks..... not looking like a sure win play.....

tomypak different than muda/boxpak?

Why you say that? 

i got some export stocks.. 

boon3 boon, do you use Moving Average in your trade? 

Cos it's not totally reliable to rely on the USD factor as previously.... today no same as yesterday....

1. Run thru some export stocks. The oomph factor not as solid as before. Example? FLB gave some shitty numbers, no? (was it poor export? where the USD oomph?)

2. Yes, there will be winners (tech sector) but picking these winners is not the same as b4.

3. Growth caused by the USD factor tak cukup. Product itself must be growing...

4. Exporters to US is not necessary a safe bet as b4. Classic example? Classic Scenic (not to say that it was good b4. ) .... look at yesterday numbers... where the oomph? Lucky got that divi announcement... )

5. The recent BNM impact on exporters?? How big is the impact?? ( see http://www.businesstimes.com.sg/government...ort-fx-proceeds )

anymore?

Another potential growth stock  for ah boon..

Prestar.. 

One chart says it all... steel ore price = steel price increase = stock becomes more valuable = higher margins