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 Stock market V21, Huge Stimulus Age

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sharesa
post Feb 17 2009, 04:07 PM

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QUOTE(Neo18 @ Feb 17 2009, 03:42 PM)
bought resort @ 2.24
bought astro @ 2.03
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wow, Neo, you really have many bullets and other ammunition to spare! tongue.gif rclxms.gif
But am just wondering, isn't it more capital preserving if you do not scatter your counters, instead focus on few good ones? Or maybe you might be jumping into the bandwagon too quickly?
Coz , my opinion is market is quite erratic these days. For me, I'm still afraid to commit much.
sharesa
post Feb 17 2009, 04:33 PM

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QUOTE(viper88 @ Feb 17 2009, 04:25 PM)
I only play with my own cash. Playing margin is very risky.
Invest/trade within own means.
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I agree. If we play margin, we need to pay monthly interest for the borrowed money, on top of that, when share prices drop down to a certain target, you have to top up the difference of the price by cash.
If unable to, then have to sell the shares that you are holding .
sharesa
post Feb 17 2009, 04:40 PM

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QUOTE(kinwawa @ Feb 17 2009, 04:36 PM)
it's raining now...all looks dark n gloomy now.......
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you means shares dark & gloomy or the weather?
You are in KL I guess, there's thunder rumbling with dark clouds.
sharesa
post Feb 17 2009, 07:05 PM

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QUOTE(aurora97 @ Feb 17 2009, 05:20 PM)
like i said earlier, 5% interest per annum... basically the interest is so low the bank is putting money in investors pockets to invest in the market... furthermore (the assumption is) the market can easily give u returns more than 10% provided ur a skillful invstor.

nevertheless the outcome is uncertain yes, we may say margin facility is the devil etc... but it could potential enable him to profit 100 fold compared to an investor whom relies on his own pool of cash and Vice versa.
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5% interest is already a lot.
If someone wants to make a substantial profit (can be loss), at least have to borrow a large sum of money, say $500,000 . (To have this facility, you need at least $160,000 of your own asset as collateral)
500,000 x 5% /annum = $25,000/year.
If bear market like this carry on for months or years, servicing the interest alone can erode whatever dividends received and his own capital.
On top of that, as mentioned earlier is the capital top-up, if necessary.

Even if someone's risk appetite is lower, $50,000 x 5%/annum = $$2,500/year
Still, interest only is $208/month

Most of the time, bank is winner and clients are losers.

My opinion is margin play will do better when market is bullish.

This post has been edited by sharesa: Feb 17 2009, 07:35 PM
sharesa
post Feb 17 2009, 10:46 PM

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Dow : -210.59
sharesa
post Feb 18 2009, 08:59 PM

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QUOTE(cherroy @ Feb 18 2009, 08:51 PM)
Alchoholic still there. But market share has been eroded by Guiness Tiger.

It is a bad bad quarterly result, especially during 4th Q whereby CNY approaching should register brisk sales and good profit, instead a poor poor 4th Q result.

It cannnot sustain anymore special dividend without earn enough (EPS).

Another problem is smuggling activities that eroded the alcoholic sales.

ESSO? don't know meh?
Refiner for Exxon Mobil in Malaysia.
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I think the profit margin for breweries has eroded since 1 year ago due to intense competition. Last time 1 carton usually about $110-130,
nowadays since before Chinese New year till now $88-100
I'm quite interested to buy Carlsberg stock but still feel unsure.

This post has been edited by sharesa: Feb 18 2009, 09:01 PM
sharesa
post Feb 18 2009, 09:19 PM

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QUOTE(cherroy @ Feb 18 2009, 09:04 PM)
Since late 2-3 years Carlsberg result is deteoriating while Guiness still hold on its profit quite strongly, it just sum up the market share issue.

Infact Guiness is giving out around 40-46 cents pa (sustainable with EPS), while Carlsberg is struggling to give generous dividend (while some special dividend are given based on accumulated profit/cash not from sustaintable EPS).

Margin is squeezed since 3-4 years ago when gov raised the alcoholic tax.


Added on February 18, 2009, 9:05 pm

No interest to buy this stock anymore.  ohmy.gif
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thanks for the detailed insight. Its difficult for me to make a decision based on numbers only.


sharesa
post Feb 19 2009, 10:03 AM

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QUOTE(mo_meng @ Feb 19 2009, 10:01 AM)
wtf still cannot login into m2u .. play wat play wat ahhh
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maybe you can try login thru Mayban banking, then go to stocks, which worked for me.
sharesa
post Feb 19 2009, 10:09 AM

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QUOTE(mo_meng @ Feb 19 2009, 10:05 AM)
maybank banking .. wat address ha
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sorry, what I meant was "m2u banking", then go online stocks. Instead of going directly "online stock"
sharesa
post Feb 19 2009, 10:58 AM

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another problem could be your ISP provider problem.
Last week I had problem access to Maybank , Public Bank and other websites due to internet provider problem.
After calling TM, reported the problem , then next day could access.
There was some cable trouble.

sharesa
post Feb 19 2009, 11:19 AM

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QUOTE(cherroy @ Feb 19 2009, 11:15 AM)
For company to pay shareholders with good dividend, they need to earn/make profit enough and cashflow to pay for you.

Any dividend given out not based on EPS is not sustainable in the long run.

There are some company give special dividend based on one off gain from asset sold or accumulated profit previously, but over the long run, they can't continue to do so without making enough profit (EPS) to sustain it.

mad.gif Jam in Penang bridge for almost 3 hours, just arrive at office.  vmad.gif
(normal travel time is 15 minutes)

Road from Penang ro B'worth totally close, and need to divert to the road B'worth to Penang causing massive jam at both side.
*
goodness, time and money wasted. Why road closure during working hours?
sharesa
post Feb 19 2009, 11:35 AM

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I think Cola wants higher fees imposed on F & N's distributorship which is so lucrative in Malaysia market.

sharesa
post Feb 19 2009, 11:46 AM

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guys,
just wanna check that the dividends you received from year 2009 has no tax right?
I was wondering how come my Saprces dividends were paid in full amount (which am glad) tongue.gif
as there is no mention of tax-exempt

sharesa
post Feb 19 2009, 11:59 AM

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QUOTE(kinwawa @ Feb 19 2009, 11:52 AM)
hehehe...sharesa.....mine too..just received yest....like getting a 'bonus' tongue.gif
i think it's becoz single tier div rite?
*
apa meaning single -tier? I have no idea.
sharesa
post Feb 19 2009, 12:08 PM

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QUOTE(panasonic88 @ Feb 19 2009, 12:04 PM)
Thank you, Cik-adik.

This is what we discussed in this forum one year ago and its implementing now.


Added on February 19, 2009, 12:09 pm
QUOTE(kinwawa @ Feb 19 2009, 12:05 PM)
generally...i think it has already been tax to the company account......actually v r losing coz v cant redeem back the money that has been taxed to the company....unless our salary so high tat v really pay 27% tax bracket la....

our Mr. remisier lklatmy has a good explanation in his blog

http://lklatmy.blogspot.com/2008/09/single...-effect-on.html

correct me if i'm wrong notworthy.gif
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thank you too for this piece of info

This post has been edited by sharesa: Feb 19 2009, 12:09 PM
sharesa
post Feb 19 2009, 12:13 PM

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QUOTE(kinwawa @ Feb 19 2009, 12:10 PM)
btw...sharesa.....keeping ur sapcres or sell on strength??
i'm looking in the region of at least 0.9 probably before considering selling
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Yes, same here, Kinwawa. I had few opportunity to sell but too bad I didn't.
Maybe the next time around 0.90 - 1.00 , because 2009 financial results supposed to be better. tongue.gif
sharesa
post Feb 21 2009, 12:25 PM

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QUOTE(Junior83 @ Feb 21 2009, 09:31 AM)
US stock drop yet crude oil didn't drop much: $39.80 -0.23 -0.57%  hmm.gif
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I believe oil will hover around US $30 - $45 for this while.
It wil not go far below that because no matter how bad economies are in this world, they still need to use oil for day-to-day activities. This range will be the minimum.
sharesa
post Feb 21 2009, 06:39 PM

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QUOTE(alivecmh @ Feb 21 2009, 06:17 PM)
Just read from sinchew-i that the 2nd mini budget going to cost about 40-50 billions !! The announcement was made by the deputy ministry of finance.

This is the URL: http://www.sinchew-i.com/node/77353?tid=1
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It reads like 30 billion ringgit to me.....
sharesa
post Feb 23 2009, 10:59 AM

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QUOTE(chyaw @ Feb 23 2009, 10:56 AM)
Today did some shopping in S'pore market! Stocks over there much more attractive than M'sia. Too bad my money over there not so much...
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oh, what singapore stocks are good right now?
sharesa
post Feb 23 2009, 11:08 AM

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QUOTE(aurora97 @ Feb 23 2009, 11:04 AM)
alot of brokers offer cross border trading facilities, why need to trade in Sgleh so troublesome...

Of course u have a few limitations:
1. most noteworthy is BNM restrictions
2. brokerage charges (exp)
3. unfav conversion rates.
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some of us, like my case had accounts there since CLOB times and some monies left before leaving Spore.

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