BAT will pay final dividend of 75 cents (tax exemption) and will be ex this Friday.

BAT performed hit RM43.00 yesterday and lowest 40.50 within these few days...and today closing at 42.00

So if you buy it 40.50 and sale it at 43.00 then you buy back at 41.50 today...
so total gain = 1.00 + 0.50

and if tomorrow ex at 42.00 then you get the 75 cents...

So? what are we waiting for?
buy ...buy buy............................

Thanks for the correction and information. But it seems like no different for us as share holder, correct me if I am wrong again..

For more information, just came across with below stories....

http://biz.thestar.com.my/news/story.asp?f...18&sec=business
http://biz.thestar.com.my/news/story.asp?f...81&sec=business


Correction on BAT 76 cents
EX-date : 04/11/2008
Entitlement date : 06/11/2008
Payment date : 17/11/2008

oh my goodness.... they are desperate of money....

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.....




PANAMY , heard that recently if not mistaken, they closed some plants, am i right? So in this down turn, ppl will cut down spending on consumer products, so what do u think???

BAT is a big cap company and it is considered like a Dinosaur which moving very slow and steady ..... while Penny stocks are likes small flies which movement is fast and inconsistently and some time fatigue and stop there forever where need energy booster to revive it.....

I have heard that people will sure lose money when they first step into share market...and they need to pay for school fee in order to gain the experience and knowledge.........................

but many of us using technical analysis, while probably small portion using fundamental analysis wit the combination of technical analysis...... and heard that there are ppl just a traders who use technical charts etc...can survive in share market.... so I guess they can sustain the marathon run and earn money from stock market in bear and bull times.......

2009 is the good example, where bear comes and now start the bull rally....and many of us have gone thru this 2 situations... and probably gaining profits while getting the key experience on it...
but yet....is the global economy already back to normal, are we in the recovery trends.... only economists know... probably after the facts....for me i am hoping another downturn ..as i don;t think the economy already in recovery stage....

QUOTE(Jordy @ Aug 8 2009, 11:31 AM)
Technical or fundamental analysis, people will lose in the bear market. You have just started during the bull run, so got analysis or not, you still will earn. Just like when I started out 10 years ago, it was just after the 1997-98 crash and the market was recovering. I hopped on without any knowledge and without analysis, still able to earn 30% in that year. But I learned my lesson soon after that during 911 that no matter what analysis you do, in such a sell-off, EVERYONE will lose.

Confidence is good in the market, but overconfidence is bad for young people like you. Survive for one year is NOTHING in stock market. You must be able to survive ALL the time to prove that you're good. Those technical analysts will only show themselves during bull run, but they hide themselves during bear market. It's all the same if you have noticed, so do not pray them like some kind of God.
*




Ya.... I always believe that if the investment strategy is reliable, whether you invested 5 cents or 5 millions, you will get the returns.....and more important the strategy able to sail smoothly during bear times and bull times....

So far the longest hold period for me is 3.5 years and the shortest hold period is only within 1 hour ..... haha..... what exactly i am doing...a investors or traders or just a blind gamblers..... i always wanted to become a investor and always remind myself to apply whatever investment philosophy from the gurus.... but yet...the emotion always triggered me to sell off and fear and greedy always the evils that controlling my movement.....
now i am hoping to hold the counter as long as possible...probably i will set a target of 5 years horizon.........



So far what i can see that APOLLO volumen very slims.... and i couldn't believe that their products are those chocolates cakes...in small packets that targeting school kids... and yet they can pay so good dividend....

i have tried to search around like Public bank, bjtoto, tanjong, amway, bat, apollo, mamee, jti, carlbergs, ytl-power, guiness etc.... and yet to find one..........


This post has been edited by Kamen Rider: Aug 8 2009, 10:38 PM

thanks for the feedbacks...


A) If you have 1 millions in TOTAL asset and you ONLY put 10K in stock market, will you SWEAT during BEAR MARKET?? Of course, not.

B) What happened if you put in 500K in stock market? Now, will you sweat?? Can you sleep at night??
<<Ya.... I always believe that if the investment strategy is reliable,>>







For (A) & (B), I know that when putting 1 million, the fear emotion will circulate us, and if the will power not strong, we probably will cut lost during the bear market...., however, if the counter is fundamental strong and we have the ability to hold it...... and this is provided those money is a spare money....
thus, i would said that whether 1 million or 10k, the key thing is ourselves who believe that the counters we choose are based on our stock selection criteria and i still believe only solid fundamental counters can sail smoothly during bear market...... thus either 1 million or 10k, it is not the matter of amount, it is matter on the strategy we use.... if 10k shrink to 5k, even though we lose only 5k, but yet we lose 50% our capital in our port folio....







A strategy required you to KNOW

A) When to buy aka what price to buy

B) When to sell aka what price to sell

C) How you can make money?? Dividend?? Capital gain?? How much?? What is your target??

D) How you can LOSE MONEY?? Under what condition will you sell??

And, you need to know (A) to (D) before you buy something.[I]

A long time ago, I LOST 50% of my asset in stock market. I sold in a panic. I have NO STRATEGY. I could not sleep at night. I have to sell.

Now, I LOST 30% of my asset in recent bear market. I sleep like a baby. I expected this to happen one time or another. I did not change my portfolio.




Thanks for above A) to D) , these are the good questions that i need to continue to ask my self and understand what shall i do and plan ....

Ya for me i lost before investing in warrant, penny stocks previously and ..... at least i know there are ppl who succeed in using fundamental analysis....a lot of well know gurus like WB, Benjamin Graham, ... ..... and i believe that invest in share market is not an science, it is a philosophy, a investment philosophy which very abtracts and some time very clear.... which we need to experience it....

i think this is the good thread i am following, as i need to learn from you guys and use the information as reference and i will judge which are the information are able to guide me to sail smoothly....

and as for 5 years, you guys would have laughing that this is not a long term, it is consider very very short for a long term

... yes...for instance, recently bat just rally up to 49 plus ...then later retract back after ex-date to 45, it went down to 44.00.......

and just receive the check for dividend 1.13 ........

bat may be going to face the sin tax...soon.....

this morning i met with my neighbour and as usual we both greeting each other... after that my neighbour told me that he is going for a "battle" ........ i wondering what is it..... later i got to know my neighbour on the way to genting highlands.....

wondering... in the share markets... how many of us...everyday wakes up in the morning and going to a "battle" in share markets... .as only this type of 'war' create excitement, thrillers and some more people said... this is the real "war"...and they need to be day and 'fight' and 'concur' the share markets.....

wondering many said about... "you win a battle, but you lose in a war" can describe one trade or invest in share market...

For your reading pleasure ....... BAT is like a golden goose...if you can hold it for 10 years....
of course we 'projected' tobacco industrial biz is stabilize along the 10 years........................................

one thing for sure this coming October of 2009, market expects an increase of sin tax for tobacco, gambling, liquors, beers industries....
as we will see how these sin tax will result a hike in selling price of above items, at the end it is the consumers that need to fork out the money ........





1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Turnover 1,964.0 1,947.0 2,036.0 2,772.0 3,010.0 3,073.0 3,199.0 3,236.7 3,564.2 3,612.5 3,830.0 4,135.0
Profit 483.0 629.0 380.0 506.0 607.7 662.9 758.2 782.1 592.8 719.7 731.0 811.0
EPS 169.0 220.0 133.0 177.2 212.8 232.2 265.5 273.9 207.6 252.0 256.3 284.3
Net DPS 154.0 155.0 100.8 170.0 245.4 216.0 310.0 248.4 250.1 254.0 256.5 265.0



10 years (1999 - 2008) total Dividend received = RM23.16
12 years (1997 - 2008) total Dividend received = RM26.25

Ya the smuggling thing is the one that causing the tax was being by pass.... and we are hoping it can be catched by the enforcement party....
and this smuggling also ...playing a factor as when sin tax the more it goes up, the more activities will be happening...... anyway there must be a balance between both things.....

so any one invested or investing or planning to invest in tobbacco counters...???

---

Added on September 15, 2009, 10:24 pmnot really understand what u mean by a and b as both also increasing..... ??


This post has been edited by Kamen Rider: Sep 15 2009, 10:24 PM

Ya... October already... soon all the key companies to release their Q3 financial reports....

Hoping for surprise !!!!!!!!!!!

Finally cigarette tax gone up 1 sen to 19 sen which derived to 5.6% increment ..... so would tobacco company able to sustain it financial results again.... so what would be this coming budget that fall on Oct 23th .... will there be any hike.....

i suppose now a 20 packs cigarette is at RM9.00.... , what would be the new selling price....

most of people think that RM10.00 still another phycology resistances price...

mind to hint what sector or what counters u invest......... :



DiGi to pay 80% of earnings as dividends compared to 50% currently

http://biz.thestar.com.my/news/story.asp?f...57&sec=business

from above article, it said that "DiGi also said it will raise more debt to “better work its balance sheet.” Such funds will be used for capital expenditure and repayments to shareholders."

Isn't that company with less debt or net cash, will be a good attraction company...?

And furthermore, it mentioned that to raise more debt to repay back to shareholders ....

I am confused on this raise debt to be more efficient in working capital...













This post has been edited by Kamen Rider: Oct 29 2009, 03:32 PM

First thing for sure, right issue is the most unfavorable to investors, as instead of getting the dividends from the company, the company now slaughter you to get more money...... which eventually is diluting the shares you possess for the company.....

but on the other hand, i would not think that gearing or leveraging loan for company working capitals, as whatever the company earns, at the end also need to pay the interest on the loans taken..., so this sure will eating up the profits for the companies...., where as when a company is in a net cash, with appropriate working capitals, it generates profits...and the profits will directly contributing to EPS...and eventually all profits will be shares among the investors as dividends etc....

another point is by paying high dividends, could it be the parent company who controls most of the shares wanted to squeeze the "juice" or money out from the child companies (one this child companies) already achieve a stable business....and this probably the time, for parent company to get more or get the continuous returns from the child companies..and one of the way is through a continuous high dividend policy comittment ...this will ensure...the parent company will get all the profits from the child company.... am i righti in this sense... ?



unless the debts taken hold a very minimum interest rate then that would be a very "cheap" working capitals.......

question, which is the company you would buy or possess.....

1. A Well Established company with net cash, high profits, high dividends

2. A Well Established company with high debts, high profits, high dividends

3. A Growth company with net cash, high profits, low dividends

4. A Growth company with high debts, low profits or making lost with zero dividends

---

Added on November 2, 2009, 10:14 pmAs indeed, buying low and selling high is the most fundamental strategy, but yet, how many of us doing that.....

when market bearish, everyone is selling and even with good opportunity to buy into a good value company at decent price, i would doubt that everyone will say "wait for it to go lower, then can get a good bargain"....

and when markets turn to bullish, everyone is buying and chasing stocks like mad, and everyone scare of missing the boats and eventually buy at higher price for any counters they are chasing..and most of them will hope that it gonna go higher and higher, the sentiment is so great, until people will buy into company that never generate any profits before...but due to hot market, people all blindly "invest"................

So borrowing money to pay dividends is not a good strategy......... by right borrowing money at a very reasonable interest rate, is meant for business expansion, re-finance high interest debts, then that would considered a good strategy..... am i right?.................................. so far any company borrow money to pay dividends.... ????? I wonder....

This post has been edited by Kamen Rider: Nov 2 2009, 10:19 PM

http://www.cnbc.com/id/33599584

In its largest acquisition to date, Berkshire Hathaway said Tuesday it will acquire the 77 percent stake in Burlington Northern Santa Fe that it doesn't already own for $100 a share in cash and stock.


Wow.... this is a big buy...by Warren Buffet....

---

Added on November 3, 2009, 9:59 pmi think just observe around...

if you see ppl drinks milo, nestum etc ...then go for Nestle

if you see smokers who smoke like no body biz ...then go for BAT, JInter

if you see ppl eating instance noodles...then go for mamee, nestle, etc

if you see ppl using yellow man to make phone call...then go for DIGI

if you see ppl always makan KFC...then go for KFC....

i suppose many many things we can observe












This post has been edited by Kamen Rider: Nov 3 2009, 09:59 PM

wait a minute.... "foresee" is like betting on something based on numbers, based on trends, based on guts, based on instinct.....

means we are forecasting share markets...... forecasting some earning results...., so are we able to "foresee" correctly.... or probably >50% correctly...

snack companies .... mm.... heard of mamee, apollo with decent dividends.... but my worry they are small...cap... companies ???

read before from a book, something like this ... "if you found a good company to hold, and when it price are reasonable based on PE ratio and good future return, then it would be making sense to an extra premium of buying it ......................"

yes something we always wanted to buy as low as possible, but yet we may miss the opportunity of buying it at the price we discover it...and we probably may not buy it as when its price already appreciate ...... e.g. i have experienced this is apollo, mamee, hai-o, nestle, digi, etc..

Thanks for sharing .... for small caps .... it is small profits though the profit using EPS and DPS to calculate, still very attractive, but yet they probably are have potential to grow if they can expand their biz, but yet...there sure a risk for this small caps.... if they are unable to sustain their biz...

where as for big caps, they have already established their biz model and currently is performing harvesting on its profit....and so far i found they are few counters are able to provide good dividends if you buy at right price... just recently 6-9 months ago the downturn due to global financial meltdown has provided a good opportunity to grab the big caps..at the most attractive price,....though many of us still waiting for their share price to drop some more...

just my 2 cents, as every investors or traders have their own ways of choosing their favorite counters.....

for Apollo, i have read thru their annual reports...but yet still not making a buy during its price at around 2.50... but no regret for me as I still follow my way of choosing stocks....

---

Added on November 8, 2009, 10:21 pmmm... it is not advisable to buy in 100 units for < RM3.00 share, as the broker fee already eating up your profit margin ....

normally a RM4k above is more advisable.... for today even with BAT or DIGI, if you were "sapu" 100 units, it will cost you 4k plus and 2k plus....



This post has been edited by Kamen Rider: Nov 8 2009, 10:21 PM