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 Investors Club V10, Previously known as Traders Kopitiam

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Avangelice
post Aug 4 2017, 10:23 AM

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QUOTE(Krv23490 @ Aug 4 2017, 09:49 AM)
What your TP for HEVEA if you dont mind me asking
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I'm an investor. not here for tp. I invest in companies not stock prices.
Avangelice
post Aug 7 2017, 11:03 AM

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where is everyone?
Avangelice
post Aug 8 2017, 11:11 AM

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must be the deadline for this afternoon

http://www.klsescreener.com/v2/news/view/264895
Avangelice
post Aug 19 2017, 01:32 PM

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QUOTE(Vanguard 2015 @ Aug 19 2017, 01:18 PM)
Good write up on Hengyuan compared to PetronM.
Hengyuan takes advantage of low oil prices
http://www.thestar.com.my/business/busines...low-oil-prices/
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still iffy about investing in oil and gas companies. I have vs industries for electronic export, HEVEABOARD for wood export.

now looking for the next export counter
Avangelice
post Aug 19 2017, 03:23 PM

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QUOTE(Vanguard 2015 @ Aug 19 2017, 02:29 PM)
Johotin or Cocoaland?
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cocoaland is in my sights. as a physician who's treating patients. I can say Malaysians sure love their sugar.
Avangelice
post Aug 22 2017, 03:45 PM

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https://www.cnbc.com/amp/2017/08/18/ron-pau...onceivable.html

My gut is telling me to sell every thing in bursa and lock in my profits. Then come back to sapu all.

vanguard what's your advise
Avangelice
post Aug 25 2017, 09:27 AM

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QUOTE(jusTinMM @ Aug 25 2017, 09:23 AM)
Aax seem like flying.... hmmm
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Fuck no. Not anymore with that con man stock.
Avangelice
post Aug 25 2017, 11:48 PM

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QUOTE(savvyaunty @ Aug 25 2017, 11:20 PM)
Sifus sekalian, newbie here looking to start investing. How much is a decent sum to start buying stocks? Any recommendation of stocks to buy for mid term returns (2-3 years)?
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by calculations for fees and everything the lowest is 3k but I have done 2k before. it's all in how much you can afford it. the best is 8k for all the fees you pay.

also stock recommendations you need to do your homework. no spoonfeeding as it is your money.

you can go for stable but boring TENAGA
HEVEABOARD is one growth company
and many more. just keep reading and reading
Avangelice
post Aug 27 2017, 05:31 PM

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QUOTE(contestchris @ Aug 27 2017, 03:18 PM)
Anyone still holding Hevea? I bought @ RM1.29 in May. Collected 2.5 sen div/share.

I bought it as a stock with growth potential with a considerable margin of safety. But at RM1.70 my total net returns are already 32.2% (gross returns inclusive of dividend is at 33.7%).

Plus with the escalating costs...I'm not sure if it will be a good idea to stay in the game.

At the same time though, Hevea is likely in a position to increase ASPs to defray the cost pressures.

Seems like a gamble. If the stock rises to RM1.85 levels before the next quarterly I will likely sell off, but at the moment I am more worried about it regressing into the RM1.50 levels.

Quite a headache as my portfolio is likely to get worse with MHB and TCHONG next week, but thankfully my largest exposure is to ARMADA and I look forward to it marching to RM0.80 and beyond this coming week (will be a lifesaver should the rest of my portfolio take a beating).
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gonna be keeping it

Avangelice
post Aug 28 2017, 10:20 PM

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QUOTE(Vanguard 2015 @ Aug 28 2017, 10:19 PM)
Comrades,

The market closed very red today for some of the stocks. I hope nobody got trapped in Hengyuan which was down -13.42%.

PetronM was down -7.68%, LCTitan down -5.39%, Johotin down -2.1% and so on.

Fasten your seat belt and hang on tight for the roller coaster ride these next few days.

AirAsia's QR should be out tomorrow. Would it be red like the previous QR? If so, then there maybe a bloodbath like Hengyuan.
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lol and someone in kopitiam has been singing praises about it. that guy's remisier is gonna be cursed
Avangelice
post Aug 28 2017, 11:34 PM

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QUOTE(djhenry91 @ Aug 28 2017, 10:29 PM)
lol..tht want apa story
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QUOTE(Vanguard 2015 @ Aug 28 2017, 10:29 PM)
You are referring to Hengyuan, bro? Got link to the thread?
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https://forum.lowyat.net/index.php?showtopi...648&hl=Hengyuan

lol this one
Avangelice
post Sep 6 2017, 08:26 AM

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QUOTE(contestchris @ Sep 5 2017, 11:34 PM)
Hevea had a "negative" report out today in The Edge. Hopefully RM1.60 is the worst of it. I might sell also, but only on the condition I find a better prospect to re-deploy the capital.
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I'm sticking with it. the fundamentals are solid. not one who chases stock price.
Avangelice
post Sep 8 2017, 10:32 AM

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I'm keeping hevea. kudos for the MD for being honest and bringing expecting to reality
Avangelice
post Sep 11 2017, 12:07 PM

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anyone buying anything this week?

still thinking to top up hevea or buy into a new counter cocoaland
Avangelice
post Sep 11 2017, 06:14 PM

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QUOTE(Vanguard 2015 @ Sep 11 2017, 05:44 PM)
Looks like I caught a falling knife with IQ Group. It is down another -7.9% today. Luckily the paper loss were covered by the substantial gain in LCTitan and PetronM in my portfolio.

Will continue to monitor IQ Group. If it falls further, I will top up.
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still betting on oil stocks buddy?
Avangelice
post Sep 11 2017, 06:34 PM

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QUOTE(Vanguard 2015 @ Sep 11 2017, 06:24 PM)
Yup. My unrealised gain for PetronM is now +29% and LCTitan is about +24%. Of course, it can all come down crashing tomorrow. But I just enjoy the ride now.

You are looking for a new stock to buy? The hottest kid on the block now is Choo Bee, playing on the steel theme. Fundamental and valuations are solid. Have a look.

P/S: I am currently out of ammo but reinforcement is on the way. Otherwise I will buy Choo Bee.
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thank you Vanguard. yeah I'm buying and accumulating solid companies with fundamentals and holding them for long as I don't have the time from the clinic to follow prices.
Avangelice
post Sep 12 2017, 02:24 AM

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QUOTE(lowya @ Sep 11 2017, 08:22 PM)
these theme rotation game i have not fully understood how it actually works and where it all started and how long it's going to last, I was wondering if anyone like to share an idea how it come about?
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sometimes the oil and gas industry will be the highlight. there's always a cycle of it coming down. so when it does you abandon it and jump onto another industry say steel, you will already have a list of companies who import or export steel, then there's times for consumer companies like aji, cocoalnd and beer to have their ups and down (usually mid year is when they have their poor quarter)

as xuzen used to say, it's like taking a train. you jump from one cart to another with the fastest horse. once it tires out you change onto ajother horse.
Avangelice
post Sep 12 2017, 09:19 AM

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my profit for Vs industries just hit 40%.

I am contemplating to do a profit skim or ride the wave till Oct where there is a rumor of a bonus issue.

should I lock my profits?

This post has been edited by Avangelice: Sep 12 2017, 09:40 AM
Avangelice
post Sep 12 2017, 10:54 AM

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QUOTE(wayne84 @ Sep 12 2017, 10:46 AM)
if i were u, i will average up when price consolidate
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Sincere apologies but I so not understand that sentence.

add on.

I did my reading. I now understand. it's like unit trust DCA?

This post has been edited by Avangelice: Sep 12 2017, 10:58 AM
Avangelice
post Sep 12 2017, 08:14 PM

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QUOTE(wayne84 @ Sep 12 2017, 02:51 PM)
Opsss..just sold hevea bought Ah Joo.. after sold hevea it goes up few more cent..celeka
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why did you sell? the company didn't change any of its fundamentals. just facing headwinds with currency exchange and lack of man power

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