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 Investors Club V10, Previously known as Traders Kopitiam

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Vanguard 2015
post Apr 10 2018, 05:09 PM

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A good day for the market and my portfolio today. Every stock is green except for PetronM.

AnnJoo up +11.034%, FPI up +9.220%, Uchitec up +7.045%, LC Titan up +5.446%, FAJAR up +5.109% and so on.

Although my overall portfolio is still -3.680%, hopefully the rally will continue for a few days.

Bleeding non-stop is no good unless you have unlimited ammo. biggrin.gif

This post has been edited by Vanguard 2015: Apr 10 2018, 05:10 PM
Vanguard 2015
post Apr 11 2018, 10:24 AM

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QUOTE(Kar Weng @ Apr 11 2018, 12:01 AM)
What is your view on PetronM now? What was your avg acquisition price previously and will you keep holding it? Will it go back to the rm10-14 range?
I'm quite surprised today HY and PetronM stayed red when the overall market is rebounding strongly.
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I bought PetronM at an average price of RM9.408. Now it is selling at RM8.920.

As we speak, it has gone up +3.2% now. Some analysts has re-rated it at RM10.00. I will continue to hold and monitor this stock.
Vanguard 2015
post Apr 13 2018, 04:59 PM

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QUOTE(zDarkForceSz @ Apr 13 2018, 08:18 AM)
long time no see  brows.gif
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Woi, sudah lama hilang mana kawan? Lurking in the background or just stopped investing in the Malaysian stock market for now?

tongue.gif
Vanguard 2015
post Apr 13 2018, 09:43 PM

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QUOTE(savvyaunty @ Apr 13 2018, 06:59 PM)
sold Serbadk @ 3.50 for 15% profit today
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Congrats. In this turbulent times, any profit is good.
Vanguard 2015
post May 14 2018, 10:54 AM

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We living in interesting times.

All my shares are up today except for FAJAR which is down 20%. Contrast with PetronM. Up 17%. Fuh.

As expected, stocks which are politically linked to BN are having a meltdown.


Vanguard 2015
post May 14 2018, 04:05 PM

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QUOTE(helob @ May 14 2018, 11:52 AM)
What is your take on CIMB?
Worst going in at 6.59?
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Looks interesting but I think the upside is limited. If you want to make a killing, better look at small cap stocks.

My 2 cents as usual. smile.gif

This post has been edited by Vanguard 2015: May 14 2018, 04:06 PM
Vanguard 2015
post May 14 2018, 06:13 PM

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QUOTE(Krv23490 @ May 14 2018, 05:44 PM)
Any good small caps to look at boss ?
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No boss here. Kuli saja. smile.gif

On 9th April 2018, the Edge highlighted the following mid cap stocks which was routed. Have a look and see which one fits your appetite.

1. HengYuan
2. PetronM
3. Globetronics
4. Inari
5. Kawan Food
6. Sapura Energy
7. Uchi Techologies
8. Dagang NeXchange
9. Apollo
10. BAT
11. Pentamaster
12. Unisem
13. Karex

As you can see from today's market, some of the above ships have already sailed. How many percentage have the above stocks gone up today? Is it too late to buy??? hmm.gif
Vanguard 2015
post May 16 2018, 08:13 PM

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Sold all UCHITEC shares for a profit. The rest of the portfolio all red.
Vanguard 2015
post May 21 2018, 02:31 PM

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Entered GKent today. It will turn out to be either bottom fishing or catching a falling knife...
Vanguard 2015
post May 21 2018, 06:49 PM

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QUOTE(Avangelice @ May 21 2018, 03:41 PM)
I have annjoo in my port

dividend announce is 0.13 cents per share.

I have 4200 shares.

by my calculations I am to receive 520 myr as dividend? my calculations is wrong 500 plus is crazy too much
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No need to overthink it....just check your bank account bro. The Annjoo dividend is in already.

My dividend is xxxx figure. rclxms.gif

This post has been edited by Vanguard 2015: May 21 2018, 06:49 PM
Vanguard 2015
post May 30 2018, 05:48 PM

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The current unrealised loss of my portfolio has entered 6 figure today. It is a pity that I have run out of ammo.

I still maintain that now is a good buying opportunity for those with spare cash to enter slowly. Relax, relax. This too shall pass. thumbsup.gif


Vanguard 2015
post May 30 2018, 07:07 PM

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QUOTE(thesnake @ May 30 2018, 06:35 PM)
wow..and to think my current unrealized loss about rm20k is huge enough..i guess just stay away from market and let the dust settles is the best for now.

any recommended to buy off the upcoming bounce?
*
Since I ran out of ammo, I stopped researching for the undervalued stocks.

Maybe a starting point to look could be this? http://www.theedgemarkets.com/article/valu...battered-stocks

P/S: If mati-mati also must buy some stocks, I will place my bet on consumer stocks and banking stocks.

This post has been edited by Vanguard 2015: May 30 2018, 07:09 PM
Vanguard 2015
post May 30 2018, 07:14 PM

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QUOTE(foofoosasa @ May 30 2018, 07:08 PM)
Which few counter u lose a lot? Guess you touching umno linked stock?

Definitely buying opportunity but with better timing. Plus eurozone have more bad news coming, guess.bear market will continie another few weeks. Always no rush
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My current portolio is as per my siggy. The losses are huge at closing today. For e.g. FAJAR -53%, AnnJoo -40.7%, GKent -30%, PIE -21% and so on.

But life goes on my friend. I always believe the most important things in life are priceless. Your health and your loved ones.

The rest are just white noise. biggrin.gif
Vanguard 2015
post May 31 2018, 12:13 PM

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QUOTE(foofoosasa @ May 30 2018, 07:23 PM)
I see. Gkent is dangerous choice to play rebound actually. Other i cant comment much because i dont have knowledge on the stocks u holding.

Ia anjoo bn related? Any reason why it drops so much? Hmm....

Is ok dude, sometimes ppl need to learn lesson through experience.I am sure u earn quite a lot before election. Try thibk deep where u did wrong and start again .youre not losing like 90 percent of your portfolio. Treat it as experience.
*
I earned a six figure profit earlier before the election. Now all put back on the gambling table. doh.gif

No worries. I went into share market investment and/or trading with my eyes open. You win some and you lose some. Back to the drawing board for me.

QUOTE(buncho89 @ May 30 2018, 07:55 PM)
2018 terrible year eh for stocks.. all the best bro..you're not alone..
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Ride out the storm bro. The foreign investors will be back. The question is when. Give it another 6 months or less.

QUOTE(TSOM @ May 31 2018, 12:08 PM)
mine is worst!! I bought Sapura Kencana when it was good, thinking it was a blue chip.
I didn't monitor then the oil prices went down and Mahathir son sold off his shares, now it's like a penny stock!! sad.gif

I dare not buy Heng Yuan now.
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Heng Yuan...mmm...you either win big or lose big with this stock. Huge swing.

Vanguard 2015
post May 31 2018, 12:16 PM

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QUOTE(w3sley @ May 30 2018, 07:20 PM)
True. This serves as a reminder for us, newbie to accumulate an emergency fund of at least 6-12months to buffer through the market sentiment.
Thank you for sharing!
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Yes, we need an emergency fund. Although it is quite tempting, I don't think it is a good idea to do contra trading or to have a margin account.

Nobody expected Pakatan Harapan to win the election. I would term this as a Black Swan event. Those who were playing with margin accounts would have been badly burnt if they were holding Myeg, GKent, Gamuda, etc and other stocks which hit limit down.




Vanguard 2015
post Jul 4 2018, 10:36 AM

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QUOTE(Avangelice @ Jul 3 2018, 05:39 PM)
speaking of veterans, what happened to Vanguard?
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QUOTE(GenY @ Jul 3 2018, 06:20 PM)
I was referring to veterans with decades of experience lah  tongue.gif

I think Vanguard's still around, reading this.
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I am still alive bro. Battered and bruised but still kicking. smile.gif

Nothing much to post since I am still holding the same portfolio. Biggest regret is that I have run out of ammo. Otherwise I think now is a good time to buy for those with mid term horizon.


Vanguard 2015
post Jul 9 2018, 09:24 AM

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Good morning folks. Top Glove down -28% this morning.

Who dares to go in and fry? Hahaha.
Vanguard 2015
post Jul 9 2018, 05:22 PM

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QUOTE(Krv23490 @ Jul 9 2018, 09:49 AM)
Was thinking of it, have not really looked at average PE of glove sector though, what are your thoughts on it ?
*
The trailing and forward PE ratio are all sky high. No margin of safety.

I entered Top Glove this morning for day trading. Big mistake. I was stuck in a meeting until 4.30 p.m. No time to monitor or to sell until closing time.

Let's see how it open tomorrow morning. sweat.gif
Vanguard 2015
post Jul 10 2018, 04:13 PM

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QUOTE(nikewee @ Jul 10 2018, 02:38 PM)
Going strong so you can have another meeting smile.gif
Perhaps the price stable tml and you can have luxury meal already
Top Glove rebounded today. My unrealised profit is about +12.33%. Gross profit about RM6K. The only bright spot in my entire blood red portfolio.

To sell or hold? Only T+1 today. Decision, decision.
Vanguard 2015
post Jul 10 2018, 05:11 PM

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QUOTE(foofoosasa @ Jul 10 2018, 04:24 PM)
Aspion aquisition overstated by 600mil.

yesterday market cap loss  about 2 bil.

PE almost approaching 30 at this price. Let's say in future due to impairment loss for this overvalue things, affect future earning.

I would vote for you sell slowly. probably sell 30% 1st to realise quick profit?
*
Hi thanks for the advice. Good idea. But I didn't manage to sell any at closing time.

To monitor tomorrow.





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