Thanks for the review Cherroy. 👍

Based on fundamental and valuation, AnnJoo wins hands down. IMHO, it will survive the current downtrend.

Re-entered PetronM this morning at RM9.50.

Thank you. Beginner’s luck still holding.

Thanks. IMHO, PetronM should rebound to at least RM11. Then I will monitor it and decide what to do.

Intelligent tikam only. 😀

As I predicted, LC Titan and PetronM have broken through the resistance.

Go! Go! Go!

Hi, PIE's QR was already released on 23rd Feb 2018. So the price movement yesterday was unlikely to have anything to do with the QR.

PIE's valuation and fundamental is still solid. Valuation 2/3 and Fundamental 2.4/3. Compared to the Machinery & Heavy Vehicles industry group, PIE is currently trading at a significant discount based on Price to Sales ratio,Trailing P/E, and Forward P/E. The analysts are issuing a buy call with a potential upside of +33.96%.

But I think PIE need to improve its net profit for the next QR in order for it to move upwards. If the next QR results are bad, then PIE may stumble further. Are you willing to make a calculated bet that PIE will turnaround by the next QR? There is no right or wrong answer. We only have a set of data and have to make our best bet based on it.

I sold all Magni today for a profit.

This post has been edited by Vanguard 2015: Mar 16 2018, 09:46 AM

I am still holding to PetronM as per my siggy.

If you have the stomach for the volatility, why not? But I am feeling a bit queasy with the roller coaster ride. One day up +10%. Next week down -10%. I may be getting off the train soon.

Today Magni is up about 11% to 12% because there was an improvement in its latest QR which released yesterday and declaration of dividend. The fundamental and valuation is still attractive.

But I choose to sell and lock in my profit at only about 7%. Sounds silly? Well, I could be Mr Market, irrational at times.

Sold off 1/2 of LC Titan for +16% profit.

I am sorry but what is KSSC?

Valuation is 2.6 and Fundamental is 1.3.

For the rest like beta, EPS, ROE, SMA, I think you know it better than me.

Previously I sold off 4 different stocks and invested everything in LC Titan.

Then when I reconstructed my present portfolio, LC Titan formed more than 40% to 50% of the total value in my portfolio. This is a huge risk. Win big or lose big. Thus I choose to sell 1/2 to manage the risk.

You are welcome.

On a another note, Magni continues to rise. Now up +8.30%. Alamak. Sudah jual.

Entered BJToto and CMMT today. Will queue up for MQReit tomorrow.

I am doing it ala DCA style (Dollar Cost Average) instead of my usual hentam one lump style.

Vanguard has turned into a cigar butt investor, bottom feeder, turnaround stock investor, etc.

Hope for the best.

Er, meaning? Have you bought the same stocks buddy?

I see. I usually only do DCA for my unit trust investments.

Yep, I am still holding PetronM for now.

I have no idea why the recent price plunged. Drop in crude oil price? Thus the crack spread dropped and the earnings are unattractive?

The most probable cause is the Greater Fool Theory!

Thanks bro. I had a look at Masteel previously but somehow did not find it appealing. Hmm, I can't remember why.

Entered MQReit today. Topped up on AnnJoo and CMMT.

AnnJoo has fallen about -9% since I bought it last month. Lai, lai. Fall some more AnnJoo. I dare you to fall to RM3.00.

Sold BJToto at costs. I have other stocks to fry.