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 Investors Club V10, Previously known as Traders Kopitiam

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SUSlowya
post Jun 19 2017, 08:03 PM

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QUOTE(dontlosecapital @ Jun 19 2017, 08:01 PM)
if only can buy one of this for tmr..

what u all recommend
1. AJI
2. ALCOM
3. KESM
4. RCECAP
5. SLPRES
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my rank goes like this:

ANNJOO 6556 Ind-Prod, Main Market 3.05
RCECAP 9296 Finance, Main Market 1.7
FAREAST 5029 Plantation, Main Market 8.7
YTLLAND 2577 Properties, Main Market 0.605

SUSlowya
post Jun 20 2017, 11:58 AM

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QUOTE(nexona88 @ Jun 20 2017, 11:45 AM)
FGV can huh???
hmm.gif

Too much problems...
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avoid at all cost.
SUSlowya
post Jun 20 2017, 12:04 PM

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QUOTE(nexona88 @ Jun 20 2017, 12:02 PM)
Yes.. Too much problems...
Respect if anyone still dare to go in notworthy.gif
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Warrant buffet said, company can afford to lose money, but can't afford to lose reputation.

In FGV case, they lose all of the above.
SUSlowya
post Jun 20 2017, 02:56 PM

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QUOTE(Avangelice @ Jun 20 2017, 02:29 PM)
http://www.theedgemarkets.com/article/top-...condom-business

okay I'm adding topglove in my portfolio. this is gonna hit karex profit
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to have positive growth, annual profit (361 - 234) = 127m away to be delivered in Q4, seem unlikely to meet. EPF disposed hugely in June, high selling vol, P/B ratio 3.6, declining annual div.

what is your reason of buying besides reading that article?

This post has been edited by lowya: Jun 20 2017, 02:58 PM
SUSlowya
post Jun 20 2017, 09:11 PM

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QUOTE(dontlosecapital @ Jun 20 2017, 07:36 PM)
tmr i will go all in on my superln.............
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show hand?

what do u hold currently?
SUSlowya
post Jun 22 2017, 10:48 AM

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QUOTE(victorian @ Jun 21 2017, 08:34 PM)
Any good stocks to watch out for ?
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as of today

MBWORLD
MAHSING
UNISEM

SUSlowya
post Jun 23 2017, 02:26 PM

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QUOTE(justdoit93 @ Jun 23 2017, 08:37 AM)
how would you all rank the shares below?
based on FA & TA with <5% risk, top 5:

RCECAP
MWE
PCHEM
CBIP
SKPRES
CANONE


This post has been edited by lowya: Jun 23 2017, 02:27 PM
SUSlowya
post Jun 29 2017, 06:52 PM

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watch out for MWE 3921 tomorrow.

SUSlowya
post Jun 30 2017, 08:24 AM

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QUOTE(wayne84 @ Jun 30 2017, 07:18 AM)
wat happen to this stock? goreng goreng up?
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nothing happened yet if you read it correctly, just mentioned it's ripe for a watch.
SUSlowya
post Jul 8 2017, 08:38 AM

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QUOTE(dontlosecapital @ Jul 7 2017, 12:42 PM)
Enter atta, paid date oct,
Aim for the dividend 8%.
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study the reason of the heavy selling first, or wait for bounce, if the downside risk is 25%, that 8% dy is not going to impress.
SUSlowya
post Jul 15 2017, 09:56 PM

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QUOTE(Vanguard 2015 @ Jul 14 2017, 03:42 PM)
Eh, I mentioned this before...IMHO, AAX has weak valuation and fundamentals. The ratings by Absolutely Asia for AAX is:

Valuation = 0.3/3.00 and Fundamental = 0.55/3.00.
hi bro Vanguard, is filtering feature available to get a list of stocks with both valuation and fundamental score above 2.5?
SUSlowya
post Jul 17 2017, 05:59 PM

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QUOTE(Vanguard 2015 @ Jul 17 2017, 10:28 AM)
Hi buddy, I tried tinkering with the filter function. It only came back with 2 stocks.

1.  UPA      3.00/3.00 (Fundamental) 3.00/3.00 (Valuation)
2.  LBICAP  2.6 (Fundamental)        3.00/3.00 (Valuation)
My entry price for Inari was RM2.220 after the last QR.
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i guess trending stocks don't fall into value category, wrong filtering i supposed, so should ignore value.

how many stocks with fundamental above 2.5 btw? mind sharing?
SUSlowya
post Jul 17 2017, 06:58 PM

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formulas used by Greenblatt for his Magic Formula are:

Earnings Yield = EBIT / Enterprise Value
Return on Capital = EBIT / (Fixed Assets + Net Working Capital)

does any website provide these info? esp earnings before interest and tax (Ebit).
SUSlowya
post Jul 18 2017, 04:26 PM

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QUOTE(Vanguard 2015 @ Jul 18 2017, 11:56 AM)
I need some parameters to work with. Otherwise there will be too many stocks with fundamental above 2.5. It defeats the purpose as well because a stock can have a fundamental of 2.5 but valuation of 0.5.
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i suppose such scenario would calls for keep raising the fundamental bar towards 3/3 until reaching only top 20 stocks, up for the challenge?

It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Warren Buffett

This post has been edited by lowya: Jul 18 2017, 04:57 PM
SUSlowya
post Jul 20 2017, 11:12 AM

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ATTA 7099 will pay 10cents div, thats 0.1/1.1= DY 9.1%, the best current yield you can get in the whole bursa currently. As for fundamentals, it's quite robust, leave that to you to check it out.
SUSlowya
post Jul 20 2017, 03:49 PM

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QUOTE(dontlosecapital @ Jul 20 2017, 01:59 PM)
i bought at 1.21 smile.gif
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i bought heavily on ATTA-WB warranty this morning, my biggest holding.
SUSlowya
post Jul 26 2017, 10:43 AM

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QUOTE(Vanguard 2015 @ Jul 25 2017, 07:58 PM)
Hi there. For me, buying it slowly means I will buy minimum RM8K or RM16K depending on my budget. Then monitor. If the share drops another 8% to 10% and the fundamental and valuation are still sound, then top up another RM8K and the cycle continues until I reach my maximum portfolio allocation for the share.

For ATTA, I am a bit cautious. Small cap stock. In 1 year it has already gone up more than 100%. Now drop back 30%. Potentially it can drop more because it has fallen below its support level.

As they say, beware of catching a falling knife.
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the support is a zone between 1 to 1.2.
SUSlowya
post Jul 26 2017, 04:21 PM

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QUOTE(Vanguard 2015 @ Jul 26 2017, 03:55 PM)
Managed to top up Luxchem once at RM2.040. Now all the big boys come and sapu the stocks at RM2.070.
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the real winner is the div collector instant 11.3% (0.25/2.22) div gain if the sold at open.
SUSlowya
post Jul 26 2017, 04:36 PM

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QUOTE(dontlosecapital @ Jul 26 2017, 04:25 PM)
em.
0.25 or 0.025 ?
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my bad, read the wrong decimal.
SUSlowya
post Jul 28 2017, 12:29 PM

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No one buy Homeriz here?

Vanguard, Homeriz or Jaycorp?

This post has been edited by lowya: Jul 28 2017, 12:41 PM

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