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 Investors Club V10, Previously known as Traders Kopitiam

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SUSlowya
post Jul 28 2017, 03:34 PM

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QUOTE(summer_86 @ Jul 28 2017, 02:40 PM)
enter before split. icon_rolleyes.gif
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did u use any analytic service like vanguard to identify that back then?
SUSlowya
post Jul 28 2017, 09:18 PM

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QUOTE(Vanguard 2015 @ Jul 28 2017, 04:03 PM)
Macam mana ni? My current unrealised gain from Superlon is about 88%. So how? Sell?
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congrats, probably beat warran buffet already on this one.
SUSlowya
post Aug 3 2017, 11:25 AM

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Hi, anyone can compare INSAS vs TA?
SUSlowya
post Aug 7 2017, 04:54 PM

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Today added 4898 to portfolio because it's grossly undervalued and starts to pick up momentum, today looks like a beginning of new breakout from the consolidation.
SUSlowya
post Aug 7 2017, 06:24 PM

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QUOTE(JakeGFX @ Aug 7 2017, 05:30 PM)
I'm looking to maybe enter AirAsia. I believe it may have potential to go up.
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last Q red, any insider info that next Q will be green?
SUSlowya
post Aug 7 2017, 06:42 PM

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QUOTE(Vanguard 2015 @ Aug 7 2017, 05:47 PM)
Nobody else buying REV? Huge dividend yield of 47% but potentially huge drop in share price after ex-date on 14th August 2017.

So if you put RM10K, you get about RM4700 in dividend.
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when i saw that kind of div yield, immediately i imagine every investors asking: "what on earth is the company management thinking?"

It's almost like the company want to delist 50%. Personally i am not comfortable with the extreme high vol printed on 3/8, but let's review this again after 7 days as a watcher.
SUSlowya
post Aug 7 2017, 08:19 PM

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QUOTE(contestchris @ Aug 7 2017, 07:59 PM)
Looking to top up Armada this week.
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Can tell us what do you see good about this stock? IMHO:

Chart Trend: Down
Earning: Past 3 years only 2Q green, all red. Who wants to invest in this kind of business I wonder.
Div: Down trend
EPF can keep buying and goreng themselves, this look like a case of using rakyat funds to prop up toxic stocks.
SUSlowya
post Aug 7 2017, 11:40 PM

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QUOTE(contestchris @ Aug 7 2017, 08:26 PM)
Walao weh. Armada to me is a sure 20% bet by year's end.

- All four of their new projects have achieved first oil
- Successful turnaround to profitability in Q1 2017
- Q1 2017 they also managed to have a current ratio above 1
- Q1 2017 only 80% of bareboat charter for Olombendo recognized (beginning Feb 8). In subsequent quarters revenue for the full quarter + 100% of BBC (roughly RM230mil per quarter)
- Q3 2017 80% BBC for Armada Kraken will be recognized
- Q3 2017 they will receive payments from CNOOC for Armada Sterling III
- Bottoming out of the OSV sector
- Sale of non-core/written-down assets

We're looking at RM650mil revenue per quarter by Q1 2018 once everything is contributing 100% of BBC (Kraken, Olombendo, and Sterling 3). As you can already see, with just partial contribution from only Olombendo, Bumi Armada already recorded a revenue of RM400mil in Q1 2017.

Anyway, I've done my research on this stock. I bought earlier at RM0.605 and RM0.63. So now it will be my third time in (averaging up). I'm very confident in a 20-30% gain by year's end from the current levels.
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Last time someone here also said very convincing for Parkson at great details like how you put it.

Stocks without earnings are liabilities to investors. All you said are plans or forecast only, those are the things analyst like to use.

I don't know how you invest, for it to lose 1.3 billion in a single quarter is probably earn itself the worse company ever in Bursa history mind you, in other country it would have been bankrupt long ago already.

If the management is good, the number will speak for itself. If the numbers are bad, then it's the job of the ANALyst to sing the tunes of hope for gullible investor.
SUSlowya
post Aug 9 2017, 11:11 AM

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QUOTE(Vanguard 2015 @ Aug 8 2017, 05:09 PM)
Did not manage to add Cocoaland and PetronM. PetronM closed at -4.22%. If PetronM continues to drop, it is a good time to buy.
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PetronM still dropped another 5%.
SUSlowya
post Aug 10 2017, 06:58 PM

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QUOTE(contestchris @ Aug 10 2017, 06:44 PM)
Yeah sure. ARMADA closed at RM0.69, LCTITAN at RM4.37. Let's see which one of these two comes up ahead in two months time in percentage terms obviously.
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a case of profitable IPO company vs lousy company that lose 1.3b in a single quarter, the choice is crystal.
SUSlowya
post Aug 11 2017, 01:49 PM

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investors over-react, no US bombing NK just talks, 1mbd just made payment.
SUSlowya
post Aug 15 2017, 03:32 PM

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QUOTE(Vanguard 2015 @ Aug 15 2017, 09:04 AM)
Double down LC Titan this morning. Topped up PetronM yesterday.
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Any reason why Hengyuan is not in your portfolio?
SUSlowya
post Aug 15 2017, 08:40 PM

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QUOTE(Vanguard 2015 @ Aug 15 2017, 07:06 PM)
Looking at the fundamental and valuation, PetronM is way ahead. Valuation 2.4/3 and Fundamental 1.7/3.

Compare to Hengyuan Valuation 1.5/3 and Fundamental 1.4/3.
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hope to see how they calculate the valuation and fundamental, otherwise it's pretty black box.

btw, you might want to consider Insas too.
SUSlowya
post Aug 16 2017, 10:04 AM

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QUOTE(Vanguard 2015 @ Aug 16 2017, 09:56 AM)
Yes, I agree. It is a black box because of proprietary issue about the calculation and formulae.

Thanks for the heads up about Insas. I bought and sold it a few months ago. It has solid valuation and fundamentals. But unfortunately for some unknown reason, the stock failed to attract any investors' interest and thus the price drifted sideaways.

Johotin rebounded about 10% these 1-2 days. Cocoaland was still under selling pressure yesterday. I may top up Cocoaland again if it falls another 10%.
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bro congrats on your REV doing a +33% today!
SUSlowya
post Aug 16 2017, 10:18 AM

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Bought DUFU
SUSlowya
post Aug 17 2017, 09:05 PM

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QUOTE(Vanguard 2015 @ Aug 17 2017, 05:16 PM)
The market is still OK for selected stocks.

But all the sifus here have disappeared except for Lowya. Gark, Pink Spider, yourself, YH Tan, etc. semua hilang. Why ah?
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I created a vanguard watchlist, everyday i see your stocks mostly green, I must say your portfolio are doing very well.

Some people decided sharing is not doing anything good for them, i guess they just stop doing so, each has their own reasons i guess.
SUSlowya
post Aug 17 2017, 11:22 PM

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QUOTE(Vanguard 2015 @ Aug 17 2017, 10:04 PM)
Wow, I am honoured that you created a Vanguard watchlist. I cuma Jaga Van.

I don't mind telling others what shares I am buying or selling. In return, I benefited from other forumers like you who exchanged info as well. Isn't this the whole purpose of a public forum?

P/S: I sold Luxchem a few days ago at a loss of about -3.5% and dumped everything into LC Titan when I double down on LC Titan.

Touch wood. So far so good. Lady Luck took pity on me and let me earn some money. 😃
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Lady luck always visit those who follows disciplined and hardworking people.

Discipline in follow rules of entry, hardworking in finding better deals.
SUSlowya
post Aug 18 2017, 09:43 AM

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QUOTE(Vanguard 2015 @ Aug 18 2017, 09:32 AM)
Just arrived at the office. Switched on my computer. Straight away eye pain. A sea of red in my portfolio except for REV which is up +6.7% now.

What happened? QR which was released by most companies tak cantik?
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US Economic advisor resign, barcelona attack.

Bought Engtex.
SUSlowya
post Aug 18 2017, 03:51 PM

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QUOTE(Red_rustyjelly @ Aug 18 2017, 03:09 PM)
dont know why i bought Aeoncr today. Kinda regret now..
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you are actually in good shape. nothing to be worried.
SUSlowya
post Aug 21 2017, 09:47 AM

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Bought DNEX

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