Diversification helps. Tongher (+5%) and PetronM (+2.8%) power up today whilst other stocks are down.

Contra trading HiapTek with a reasonable profit.

This post has been edited by Vanguard 2015: Jul 3 2017, 03:43 PM

Thank you bro. I was lucky.

BTW, I bought some Luxchem shares today. See how it will perform in the short run.

I don't have a target for Luxchem. Just hold first. I think the next QR coming out soon. If the results are good, it will fly. If the results are bad, then it will dip.

Congrats on your PetronM. Today up another 3.9%.

This post has been edited by Vanguard 2015: Jul 4 2017, 02:33 PM

You are welcome.

Today I see the particleboard companies flying. Look at HEVEA (+4%) and MIECO (+6%). Fundamental and valuations looks cheap.

Hmm....decision, decision.

I bought HEVEA today. Will sell some of my other stocks. Too many stocks in my portfolio.

Holding for mid-term to long term. This is not a goreng stock. Based on Absolutely Stock, Valuation = 2.4/3. Fundamental = 3/3.

Based on my other research, HEVEA is currently selling at a discount. There is still MOS (Margin of Safety). It has better MOS compared to Inari or OldTown. These are the 2 stocks which I hope to sell soon.

Thanks bro. Waiting for harvest. I wish you good luck as well.

Congrats for making a 10% profit on Inari. I am happy for you.

To the rest of the forumers...I don't think dontlosecapital meant to be disrespectful. We all make mistakes from time to time. Forgive and forget.

Back to topic. Somebody asked, it is a good time to buy O&G shares now? Well, you can have a look at Pantech. This is potentially a turnaround stock. You will either win big or lose big. As usual caveat emptor. Please do your research whether to buy or sell. Vanguard may lead you to Holland.

Hi thank you for your understanding. All the best in you investments.

AirAsia has dropped about 14.21% below its 52-week high of RM3.59, set on May 16, 2017.

If you have the guts to hold it for long term, then it may be a good investment especially if it drop below RM3.00.

Disclosure : I have a substantial holding in AirAsia.

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.

How much will AAX need to rise to recover your capital?

Initial loss / Gain Needed To Recover

8% = 8.7%
25 =33
30 =43
40 =67
50 =100

Assuming you have an unrealised loss of 25%, AAX will need to rebound 33% just to recover your capital. Do you think AAX can do it and what is the projected time frame to achieve this?

To summarise, it is your money and your call. Nobody has a crystal ball.

This post has been edited by Vanguard 2015: Jul 14 2017, 03:45 PM

Managed to sell Inari today with a reasonable profit. Will continue to trim down my portfolio....

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.

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.

Eh sorry, I am not up for the challenge. Too time consuming.

Comrades, please have a look at Johotin. Good fundamental and the valuation is getting cheaper.

As of last trade Johore Tin Bhd (JOHOTIN:KLS) traded at 1.52, -13.64% below its 52-week high of 1.76, set on May 08, 2017.

Disclosure : I am a shareholder of Johotin.

Yep, Johotin is the cheapest stock among all its peers in the same industry. My unrealised gain in Johotin went down from about 20% to currently 4.181%. But I am still holding it. This is not a goreng stock.

This post has been edited by Vanguard 2015: Jul 19 2017, 12:27 PM

Nothing much. Most of the stocks are already in my portfolio - the recent additions like HEVEA and Luxchem.

I also highlighted AirAsia about 2-3 days ago. Since then it has gone up a few %.

We need a steady heart for AirAsia. Let me correct that. We need a steady heart to invest in the stock market in the first place.

Good luck guys. Happy Investing!

P/S: dontlosecapital, I hope you are still holding PetronM. My unrealised profit from this stock is now about 16% within 1 month.

This post has been edited by Vanguard 2015: Jul 19 2017, 03:16 PM