[quote=Kamen Rider,Feb 1 2009, 09:13 PM]
Of all the above, my portfolio picks based on my priority will be below:
BAT
YTL-POWER
PBBANK

of course, the entry price will be as low as possible.....
-----------------------------------------------------------
darkknight
I can see you are more interested in 'super blue" chips. Understandably this a better strategy at such turbulence time.

How about small cap? below company, Zhulian recently come to my attention,
"KUALA LUMPUR: Zhulian Corp Bhd's net profit rose 26.6% to RM74.7 million in its financial year ended Dec 31, 2008 (FY08) from RM59 million in FY07 on the back of a 38% increase in revenue to RM303.6 million from RM220.5 million.
Basic earnings per share stood at 21.65 sen from 18.05 sen previously. The multi-level marketing company declared a fourth interim single-tier dividend of three sen per share, totalling RM10.35 million, payable on March 10. "
[Source: http://www.theedgedaily.com/cms/content.js...fc0400-d21caf1d]


You see, biz is difficult for everyone now but this Zhulian still continue enjoy great net profit margin (>25%).
Some more has a cash pile of >100m! (abt 1.5yrs net profit!). At RM0.945, DY 3senx4= RM0.12, PER=4.4 only & DIY= 12.7%!
MLM with chinese man mngt, local factory produce buatan malaysia but seems has good brand & appeal to 'malay" market. Sells to Indonesia, Thailand & S'pore. The company seems built on a winning biz model, could be a good alternative to AMWAY or HAIO?

Hi all,
Anyone here study the company [Zhulian] fundamentals? Much appreciate your sharing & comments!



This post has been edited by ooyah98: Feb 2 2009, 01:55 PM

Dark knight's super blue chip is ? YTL power and PBBank?? is there anything that with good dividend and also will grow this year??

[quote=ooyah98,Feb 2 2009, 02:31 PM]
[quote=Kamen Rider,Feb 1 2009, 09:13 PM]
Of all the above, my portfolio picks based on my priority will be below:
BAT
YTL-POWER
PBBANK

of course, the entry price will be as low as possible.....
-----------------------------------------------------------
darkknight
I can see you are more interested in 'super blue" chips. Understandably this a better strategy at such turbulence time.

How about small cap? below company, Zhulian recently come to my attention,
"KUALA LUMPUR: Zhulian Corp Bhd's net profit rose 26.6% to RM74.7 million in its financial year ended Dec 31, 2008 (FY08) from RM59 million in FY07 on the back of a 38% increase in revenue to RM303.6 million from RM220.5 million.
Basic earnings per share stood at 21.65 sen from 18.05 sen previously. The multi-level marketing company declared a fourth interim single-tier dividend of three sen per share, totalling RM10.35 million, payable on March 10. "
[Source: http://www.theedgedaily.com/cms/content.js...fc0400-d21caf1d]
You see, biz is difficult for everyone now but this Zhulian still continue enjoy great net profit margin (>25%).
Some more has a cash pile of >100m! (abt 1.5yrs net profit!). At RM0.945, DY 3senx4= RM0.12, PER=4.4 only & DIY= 12.7%!
MLM with chinese man mngt, local factory produce buatan malaysia but seems has good brand & appeal to 'malay" market. Sells to Indonesia, Thailand & S'pore. The company seems built on a winning biz model, could be a good alternative to AMWAY or HAIO?

Hi all,
Anyone here study the company [Zhulian] fundamentals? Much appreciate your sharing & comments!

[/quote]

I don know how much more the stock price may go down especially some of the small cap and growth stocks. So i will prefer to buy some dividend stocks to have some income instead of holding those counters who din give dividend and wait for them to rebound for the next few years or maybe 5 years...

I am waiting for the reits especially axreits to go down. Besides calsberg is not bad either...

This post has been edited by darkknight81: Feb 3 2009, 08:17 AM

Here's some info from "Personal Money Feb 2009":

Pacific Dividend Fund recorded a 43.9% return over the 5-year period ended Nov 30, 2008, compared with the KLCI's 11.15% return. Their portfolios are live, meaning that their composition and characteristics are updated as prices change on the spot. As at November 2008, the fund's top 10 stocks holdings were:

Petronas Gas
Tanjong plc
Sime Darby
Public Bank
PLUS
Astro
Bumiputra-commerce Holdings
MISC-Foreign
Tenaga
TMI

However, with the economic collapse, I guess not many of the above companies can give such good dividends in the near future but probably better than most?

Bros ,

Would like to share my 2 cents ,
Buying Blue chips with high dividend yield should be 1 of the best op.

Those Klci stocks has been bashed down 50 - 60% .
Same goes to the few Blue chips ....

For those blue chips to grow back from RM4 to RM6 ... it is not a hard thing ,,,,

e.g. Genting at RM3.6 , once the Genting International opens at 2010 , the price wont be this anymore ....

RM4 , RM5 , perhaps more .... those forecast has to be recalculate .
For the current mean time if market goes against us further ,,,, blue chip is always blue chip .. they will yiled to us dividend ... when market bounce back ,, we get 2 ways of income ... CAPITAL GAIN and DIVIDEND YIELD ....

Rather than we place our bets in tho middle / small cap companies ... high rish hig hreturn .. but anytime it can go bust ... out from Bursa ... Look at liqua , kosmo ,ekran , just to name a few ....

If u r betting the next blue chip , then Gpacket or airasia might be in our radar ... with the current situation they cant yields to you dividend as they are expanding .... it is very depending on our risk tolerance ... =)

High risk , high return mah ... but must buy fundamental companies lol with great CEO ...

i will go for YTLP at 1.7 and his ytlp-wb at 0.58 (leveraging)= Cash is king , Francis Yeoh is keeping his cash back this 2 years and only go for shopping spree end of last year ...

Cheers

Genting share price go up or down will much more depends on the profitability ... it is a business world... if the new casino cannot bring profit to genting group then you think the share price can go up? Just to raise up that in current economy situation don hope for it to go up ... for long term should be alright as singapore now they start to concentrate more on tourism sector should be good potential in future....Should keep this stock in my watch list.

Genting problem is due to genting stanley in UK posting loses especialy for their online gaming.
As Uk already fall into recession, it is very logic genting dive south.

Ppl in UK could not even find a proper job and maintain their current lifestyle, how they can find additional money for gambling ?

the second issue is with the Genting Sentosa , which the construction material overly priced and they over run the cost .

With no income generated from Sentosa , only money pumping out to spore, Genting bleed heavily .
We can see clearly when they start issuing papers and Genting international doing the corporate exercise for shareholders.


For short and medium term investor, they could not hold shares for long ....
Foreign fund managers need to post year end result and chop those not so sexy stocks to furnish their year end balance sheet.

Furthermore ... redemption by those investors in home grown foreign fund add another problem to genting....

base on the current situation , genting CANT yields to you handsomely for dividend (short and medium term)....
There is no impresive earnings from Holding level .


Genting internationl or GI will run the resort by 2010 , factoring the total of jobs created in spore during market slump, and revenue generated ... it shall yields to you handsomely ...

P/E wont be below 10 ....
Spore already 2nd quarter in recession , in history normally they will go under for 4 quarters ...
by 3rd or 4th quarter 2009 , spore shall be out from recession ...

u wont catch GI bout 0.40+ .... or genting anything below RM4

use the latest EPS then multiple by 4 to get 4 quarters estimation .....

If u buy now at 3.64 , 1 year later by Feb 2010 , for genting to rise to RM4 sap sap sui...

RM4-RM3.64 = 0.36cents = 10% yield for 1 year investment = which bond paper can yields 10% per annum ...
I might be wrong and genting can go lower than 3.6, but the downside risk is low ...

just to share ...

yeap absolutely speculative
but got ure point there
senario one; recover by 2010, thing going to change here
senario two; have u ever look at us or uk economy know, it is look like it going to recover in this years, bad bad bad.

i think it safe to stay in super blue chip with dividend,
dont get me wrong i still have 30,000 share with 3182, g13 i still have 120,000 share. that because i bought at high earlier so accidentally became long term investor...

what is "G13"?

yup .... stick to blue chip with high dividend yield ...
wont go wrong

second liners and mesdaq counters means to be goreng during super bull...
when bear comes .... all counters regardsless of blue chip or cikai company also must bow to the bear bear ....

its the cycle ... there is nothing wrong with the company , it the fundamental of the global economy ... weakening ...

Past P/E and EPS can throw to the rubbish bin already . not significant ....
Not logic using 2008 eps to calculate for 2009 forecast during bear market.

Should anticipate their future earnings to calculate P/e ...

Just use company cash flow , gearing , and the CEO direction enough d ...

Cash is king ---

panasonic;
g13; quote for genting international.

mikenji; cash is king.
i dont agree, as malaysia sinking into next 2 quarter knowing export going to reduce automatically share will sinking deep.
at present klse still too high, i bet it will be around 650-700 point by next 2 quarter.
i am eyeing at rukn.vx (swiss re ) and tsco.L(tesco)

Genting International PLC (SIN:G13)

sorry i havent answer the article,
ringgit going to devalue very soon, due to poor export,
malaysia very much depend on foreign export(palm oil espoecially)
so i bet ringgit going to drop.
now euro,pound look cheap definately best time to enter london stock exchange and european stock exchange.
us dollar or HKSE can say good bye for now due strong dollar vs ringgit

Bro, i agree with your statement RM will be weaking ... after the 75 basic point chop by BNM , we haven seen the domino effect yet ...

Another round of meeting by federal reserve will be on 24/2 anticipating another 25 basis point cut ...

There is room for RM to drop ....

All comapny annual reports and their 4th quarter results will be posted by end feb and mac...
FA investors are waiting the stocks for another dive to south ....

Blue chips with stong cash flow will get bonus mark ...

Can fully utilize for M&A and for corporate exercises ...
With the oil hovering at usd40 , CPO price could not do well and always being traded at a huge discount from bean ....
perhaps pray for more katrina hurricane will do to save the cpo price...

waiting for early mac to collect bit bit .... cant buy at the lowest ,,,


Bro u r using TA ?

so, two sifu there, which one will give best dividen with low investment?

i am going to buy all the blue chip share. need all the sifu advice.

can we get 10% next year if invest today?

Where can i see the dividend?

You must remember when you invest the risk is always there... There are no such things as you can surely get 10% return .....We got to see either the company can still maintain their profit ...

The Public Bank Mutual Banking is better then FD at the moment.

Invest for your children's educations.

Is the 2.15 sen dividend after tax? How much is the tax rate?

before tax. tax at prevailing corporate tax rate.

This post has been edited by htt: Mar 17 2009, 03:21 PM