Is Nestle any good? or too overvalued?

Price keep going up and never drop + growing diivdend every year, you think leh...

Of course not rocket where price will increase suddenly

Aunty always think the world cannot live without Milo and Nescafe

This post has been edited by savvyaunty: Sep 7 2017, 11:45 AM

Malaysians love their milo too much. Don't forget Maggi (all mamak shops sell Maggi brand for Maggi goreng)

This post has been edited by Ramjade: Sep 7 2017, 11:54 AM

Buying Nestle now is equivalent to fixed deposit like return. Stabl but wont make you rich

Today exited AirAsia at 3.42 and entered Prolexus at 1.16. Prolexus has a near-term catalyst of Shariah compliance re-inclusion, while a longer term sustained growth trajectory thanks to the new Vietnam factory (growth in topline) and Malaysian fabric mill (margin expansion). It's selling at a very cheap multiple (earnings and book) if you consider the growth potential in the mid-term.

Mid term is how long?

I'm keeping hevea. kudos for the MD for being honest and bringing expecting to reality

AirAsia today so good

Yeah! Everybody can flyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy

2-5 years? Maybe 2-3 years.

Got to admit that AA has increased my portfolio tremendously!

And finally Tenaga has woken up!

anyone buying anything this week?

still thinking to top up hevea or buy into a new counter cocoaland

good to topap hevea now?

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.

This post has been edited by Vanguard 2015: Sep 11 2017, 05:46 PM

still betting on oil stocks buddy?

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.

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.

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?

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.