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Bursa Malaysia => Equities => Topic started by: iiinvestsmart on April 13, 2015, 04:37:01 PM

Title: My investments are kaput.
Post by: iiinvestsmart on April 13, 2015, 04:37:01 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:
Title: Re: My investments are kaput.
Post by: stockraider on April 13, 2015, 04:42:24 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

This talking rubbish....where got stock fall below 50% the last 52 wks ?

Also whats more where got every stock u hold fall below 50% leh ?

Put it this way....raider says....if u have cabut all your position.....the last 52 wks and without getting back in.....u will be cursing & regretting for your rest of your life loh...!!
Title: Re: My investments are kaput.
Post by: be a millionaire on April 13, 2015, 04:42:39 PM
Bought DLady in 1993 @ RM 6.80 per share.  
2003  3/1 Bonus.
@ RM 40 per share today ...
...each bought in 1993
= RM 160,000 !!! or 94,117% GAIN !!!
Next doubling will zoom this to RM 320,000!!!
This is the wonder of compounding.

Fren , don worry...u still making good profit from DLady...
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 13, 2015, 04:44:54 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

I respect your honesty.
To your heavy losses, please close one eye and forget about them.
From a zen point of view, money should be treated like dirt.
Title: Re: My investments are kaput.
Post by: ahbah on April 13, 2015, 04:45:29 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Just do the opposite of what U did lah.  So simple U no know meh ?
Title: Re: My investments are kaput.
Post by: SodaLite on April 13, 2015, 04:48:32 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Wow...... if this is your statement, no one shd bluffing how well they make a handsome profit during this volatile market condition....
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 07:19:08 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Sir.....on whose behalf r u making this statement?
Title: Re: My investments are kaput.
Post by: cockcroach on April 13, 2015, 07:20:32 PM
Why not consider to swap to 2nd liners? Especially those major in exporting and use petroleum as their base.
Since crude oil is low now, these companies stand to benefit
Title: Re: My investments are kaput.
Post by: DR KIM on April 13, 2015, 07:21:47 PM
Why not consider to swap to 2nd liners? Especially those major in exporting and use petroleum as their base.
Since crude oil is low now, these companies stand to benefit

heyyyyyyyy daeiii-- u are  back  :) :) ;)

astro-cb ?....lemember  daeiii ?.. :D :D :D :D
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 07:31:32 PM
Why not consider to swap to 2nd liners? Especially those major in exporting and use petroleum as their base.
Since crude oil is low now, these companies stand to benefit

Roach.......it's the 80/20 rule......he is most probably referring to people here.
Not himself
Title: Re: My investments are kaput.
Post by: cockcroach on April 13, 2015, 07:34:18 PM
heyyyyyyyy daeiii-- u are  back  :) :) ;)

astro-cb ?....lemember  daeiii ?.. :D :D :D :D

How can forget when there's something connected to ah kim one? :D :D :cash: :handshake:
Title: Re: My investments are kaput.
Post by: cockcroach on April 13, 2015, 07:35:56 PM
Roach.......it's the 80/20 rule......he is most probably referring to people here.
Not himself

Is it Jet? Haiyo, then waste time and space talking now :phew:
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 08:10:06 PM
Is it Jet? Haiyo, then waste time and space talking now :phew:


Why ah?
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 08:12:12 PM
Ok, ok, I will stay out of this & other topics tooo :sweat: :sweat: :'( :'( :'(
Title: Re: My investments are kaput.
Post by: wongtm88 on April 13, 2015, 08:18:49 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:
What is your investment strategy?
What stock portfolio?
What is your investment period (short-term, mid-term, long-term)?

Are you prepare to continue investing to win-back (not the losing stocks)?
 
Title: Re: My investments are kaput.
Post by: Sailor on April 13, 2015, 08:30:06 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:


adoiii! ,
what not u ppl read carefully

when u read it,its you lah if that happen
how u need to do:-)

why lahhh difficult to understand what other trying to say!

read again:-)
Title: Re: My investments are kaput.
Post by: Tissot on April 13, 2015, 08:52:45 PM
IM PORTFOLIO KEEP UP

BECOS I ONLY LISTEN TO SAILOR

VERY EASY ONLY FOLLOW WAT SAILOR GIVE  :handshake:
Title: Re: My investments are kaput.
Post by: xin96 on April 13, 2015, 09:47:30 PM
Cut loss Fast Around 4%-6%

Hold on to your profits 15%-20%

If you lose 3x and win once, you still make.

OR, you can win 3x and make 60% and lose once, (4%)


Cut loss fast, ride on profits.

Working pretty well for me
 :thumbsup: :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: Richard188 on April 13, 2015, 10:00:34 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Since you are better then many Sifu here, I don't understand why you Failed of your investment.

You should put a Brake of all of your investment, Example cut loss.

3iii , you have many experience in stock why u pick your counters can drop to 50% ? I don't understand.

Can u name the counters and the price u enter , lets me check out what happen.  :handshake: :cash:
Title: Re: My investments are kaput.
Post by: Dorky on April 13, 2015, 10:08:27 PM
Finally, say R.I.P to Warren ******'s value investing.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 13, 2015, 11:26:34 PM
This talking rubbish....where got stock fall below 50% the last 52 wks ?


If I can find one how?
Title: Re: My investments are kaput.
Post by: xin96 on April 13, 2015, 11:28:42 PM
If I can find one how?

Most O&G Counters  lol
Title: Re: My investments are kaput.
Post by: ORIENT on April 13, 2015, 11:33:29 PM
Cut loss Fast Around 4%-6%

Hold on to your profits 15%-20%

If you lose 3x and win once, you still make.

OR, you can win 3x and make 60% and lose once, (4%)


Cut loss fast, ride on profits.

Working pretty well for me
 :thumbsup: :thumbsup: :thumbsup:
Say is always easier than do. Can u stick to your own rules is the question.
Title: Re: My investments are kaput.
Post by: ORIENT on April 13, 2015, 11:34:15 PM
If I can find one how?
If I can state out two how?
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 11:40:23 PM
If I can state out two how?

Sapkench, MHB, armada, umwog, silk

I named 5
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 13, 2015, 11:43:39 PM
Sapkench, MHB, armada, umwog, silk

I named 5

I also list some stocks that drop 50% and more from their 52w highest.

No   Name    Y-High     Last     Changes

01   IRMGRP    0.145     0.015    -89.7%
02   METALR    1.920     0.210    -89.1%
03   JOBST    3.000     0.460    -84.7%
04   IBHD    3.910     0.630    -83.9%
05   BHS    3.530     0.590    -83.3%
06   BONIA    5.850     1.040    -82.2%
07   AEON    15.640     3.090    -80.2%
08   DELEUM    6.910     1.670    -75.8%
09   ITRONIC    0.695     0.175    -74.8%
10   AKNIGHT    1.260     0.320    -74.6%
11   FIMACOR    9.720     2.500    -74.3%
12   ARMADA    4.030     1.060    -73.7%
13   XINGHE    0.290     0.080    -72.4%
14   DSONIC    3.920     1.120    -71.4%
15   MHB    4.160     1.260    -69.7%
16   ECOWLD    5.820     1.780    -69.4%
17   CENTURY    2.680     0.820    -69.4%
18   ICON    2.190     0.680    -68.9%
19   PDZ    0.420     0.135    -67.9%
20   PERISAI    1.670     0.540    -67.7%
21   JAG    0.440     0.145    -67.0%
22   YINSON    8.910     2.960    -66.8%
23   CNASIA    1.560     0.525    -66.3%
24   SYF    1.320     0.445    -66.3%
25   THHEAVY    0.980     0.340    -65.3%
26   UZMA    6.850     2.380    -65.3%
27   SUMATEC    0.620     0.220    -64.5%
28   BRAHIMS    2.390     0.870    -63.6%
29   ASIABIO    0.260     0.095    -63.5%
30   MPCORP    0.535     0.200    -62.6%
31   SBCCORP    2.490     0.940    -62.2%
32   PERWAJA    0.225     0.085    -62.2%
33   DAYA    0.355     0.135    -62.0%
34   JADI    0.195     0.075    -61.5%
35   EKOVEST    2.910     1.130    -61.2%
36   CSL    0.205     0.080    -61.0%
37   VIS    0.780     0.305    -60.9%
38   ALAM    1.680     0.660    -60.7%
39   KINSTEL    0.305     0.120    -60.7%
40   CBIP    5.150     2.060    -60.0%
41   BREM    2.800     1.120    -60.0%
42   BTM    0.385     0.155    -59.7%
43   ASTINO    1.900     0.765    -59.7%
44   DIALOG    3.960     1.600    -59.6%
45   SILKHLD    1.240     0.510    -58.9%
46   BOILERM    3.590     1.480    -58.8%
47   HUBLINE    0.060     0.025    -58.3%
48   BDB    2.510     1.050    -58.2%
49   KSL    4.970     2.080    -58.1%
50   GOB    1.220     0.515    -57.8%
51   SCOMIES    1.170     0.495    -57.7%
52   HWANG    4.470     1.920    -57.0%
53   HIBISCS    1.900     0.820    -56.8%
54   KARYON    0.480     0.210    -56.3%
55   ACME    0.765     0.335    -56.2%
56   HBGLOB    0.125     0.055    -56.0%
57   CMSB    10.940     4.830    -55.9%
58   JIANKUN    0.770     0.340    -55.8%
59   PENERGY    3.160     1.400    -55.7%
60   DBHD    2.050     0.920    -55.1%
61   PMETAL    7.460     3.360    -55.0%
62   FGV    4.600     2.090    -54.6%
63   TAS    1.650     0.750    -54.5%
64   GPHAROS    1.090     0.500    -54.1%
65   CUSCAPI    0.445     0.205    -53.9%
66   XDL    0.260     0.120    -53.8%
67   INSTACO    0.270     0.125    -53.7%
68   KEN    2.350     1.090    -53.6%
69   PSIPTEK    0.420     0.195    -53.6%
70   KEYASIC    0.150     0.070    -53.3%
71   MELEWAR    0.550     0.260    -52.7%
72   REV    1.650     0.780    -52.7%
73   SEAL    1.490     0.705    -52.7%
74   GKENT    2.720     1.300    -52.2%
75   ENGTEX    2.200     1.060    -51.8%
76   KFM    0.550     0.265    -51.8%
77   MINETEC    0.175     0.085    -51.4%
78   FITTERS    1.400     0.680    -51.4%
79   BIOOSMO    0.185     0.090    -51.4%
80   SCOMI    0.490     0.240    -51.0%
81   MUDAJYA    2.850     1.400    -50.9%
82   AAX    0.900     0.445    -50.6%
83   WZSATU    2.900     1.440    -50.3%
84   BIG    0.945     0.470    -50.3%
85   SERSOL    0.460     0.230    -50.0%
86   TDEX    0.260     0.130    -50.0%
87   SMTRACK    0.140     0.070    -50.0%
88   PMBTECH    1.940     0.970    -50.0%
89   IRETEX    0.800     0.400    -50.0%
90   BIOSIS    0.220     0.110    -50.0%
 
Title: Re: My investments are kaput.
Post by: DR KIM on April 13, 2015, 11:44:08 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

this shows  that  your  VALUE  INVESTING  is  KAPUT  ;) ;) :D :D :D
this  is  BURSA  market  - the best in the world  -

ABANDON your  VALUE INVESTING  - not relevant in BURSA  ! ;) ;)
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 11:44:34 PM
Not fair , u got the software
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 11:47:21 PM
Take out those with corporate exercise

Also, remove those without much fundamental values & u will reduce the list by 90%
Title: Re: My investments are kaput.
Post by: ORIENT on April 13, 2015, 11:50:01 PM
Take out those with corporate exercise

Also, remove those without much fundamental values & u will reduce the list by 90%
That's fine. We just need to show a few to the people who cant find out even one. Yet, he still dare to crap so much loh :D
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 13, 2015, 11:52:17 PM
That's fine. We just need to show a few to the people who cant find out even one. Yet, he still dare to crap so much loh :D

Still Mr Orient knows me the best. I think we've become one another's wing man :clap:
Title: Re: My investments are kaput.
Post by: jet on April 13, 2015, 11:52:55 PM
That's fine. We just need to show a few to the people who cant find out even one. Yet, he still dare to crap so much loh :D

Oic.
Title: Re: My investments are kaput.
Post by: mark1970 on April 14, 2015, 12:03:28 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

I think the above statement does not refer to 3i himself. He could just being sarcastic. His usual holdings like dlady, nestle did not drop 50% yet the above statement says "every stock i have been holding". But I doubt the last 2 years he outperform the market as the market was dominated by smallcap and ace market stocks.
Title: Re: My investments are kaput.
Post by: stockraider on April 14, 2015, 12:05:03 AM
I think the above statement does not refer to 3i himself. He could just being sarcastic. His usual holdings like dlady, nestle did not drop 50% yet the above statement says "every stock i have been holding". But I doubt the last 2 years he outperform the market as the market was dominated by smallcap and ace market stocks.

Nestle gain is only about 7% pa compound for the last 3 yrs loh.....!!
Title: Re: My investments are kaput.
Post by: Dorky on April 14, 2015, 03:39:09 PM
A 50% drop if caused by stock split is not a drop at all.
Title: Re: My investments are kaput.
Post by: kittima on April 14, 2015, 03:42:44 PM
Haiyoh.....you all believe 3i statement ka...........  :D
Title: Re: My investments are kaput.
Post by: CurryLee on April 14, 2015, 04:03:25 PM
Hong cheng suddenly look veli bad!  :sweat:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 14, 2015, 04:24:30 PM
Hong cheng suddenly look veli bad!  :sweat:

Getting worse...
Title: Re: My investments are kaput.
Post by: kittima on April 14, 2015, 04:35:55 PM
Getting worse...

Market dieded  :sweat:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 14, 2015, 04:43:36 PM
Market dieded  :sweat:
(http://sd.keepcalm-o-matic.co.uk/i/keep-calm-and-you-dieded.png)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 15, 2015, 12:46:54 PM
I also list some stocks that drop 50% and more from their 52w highest.

No   Name    Y-High     Last     Changes

01   IRMGRP    0.145     0.015    -89.7%
02   METALR    1.920     0.210    -89.1%
03   JOBST    3.000     0.460    -84.7%
04   IBHD    3.910     0.630    -83.9%
05   BHS    3.530     0.590    -83.3%
06   BONIA    5.850     1.040    -82.2%
07   AEON    15.640     3.090    -80.2%
08   DELEUM    6.910     1.670    -75.8%
09   ITRONIC    0.695     0.175    -74.8%
10   AKNIGHT    1.260     0.320    -74.6%
11   FIMACOR    9.720     2.500    -74.3%
12   ARMADA    4.030     1.060    -73.7%
13   XINGHE    0.290     0.080    -72.4%
14   DSONIC    3.920     1.120    -71.4%
15   MHB    4.160     1.260    -69.7%
16   ECOWLD    5.820     1.780    -69.4%
17   CENTURY    2.680     0.820    -69.4%
18   ICON    2.190     0.680    -68.9%
19   PDZ    0.420     0.135    -67.9%
20   PERISAI    1.670     0.540    -67.7%
21   JAG    0.440     0.145    -67.0%
22   YINSON    8.910     2.960    -66.8%
23   CNASIA    1.560     0.525    -66.3%
24   SYF    1.320     0.445    -66.3%
25   THHEAVY    0.980     0.340    -65.3%
26   UZMA    6.850     2.380    -65.3%
27   SUMATEC    0.620     0.220    -64.5%
28   BRAHIMS    2.390     0.870    -63.6%
29   ASIABIO    0.260     0.095    -63.5%
30   MPCORP    0.535     0.200    -62.6%
31   SBCCORP    2.490     0.940    -62.2%
32   PERWAJA    0.225     0.085    -62.2%
33   DAYA    0.355     0.135    -62.0%
34   JADI    0.195     0.075    -61.5%
35   EKOVEST    2.910     1.130    -61.2%
36   CSL    0.205     0.080    -61.0%
37   VIS    0.780     0.305    -60.9%
38   ALAM    1.680     0.660    -60.7%
39   KINSTEL    0.305     0.120    -60.7%
40   CBIP    5.150     2.060    -60.0%
41   BREM    2.800     1.120    -60.0%
42   BTM    0.385     0.155    -59.7%
43   ASTINO    1.900     0.765    -59.7%
44   DIALOG    3.960     1.600    -59.6%
45   SILKHLD    1.240     0.510    -58.9%
46   BOILERM    3.590     1.480    -58.8%
47   HUBLINE    0.060     0.025    -58.3%
48   BDB    2.510     1.050    -58.2%
49   KSL    4.970     2.080    -58.1%
50   GOB    1.220     0.515    -57.8%
51   SCOMIES    1.170     0.495    -57.7%
52   HWANG    4.470     1.920    -57.0%
53   HIBISCS    1.900     0.820    -56.8%
54   KARYON    0.480     0.210    -56.3%
55   ACME    0.765     0.335    -56.2%
56   HBGLOB    0.125     0.055    -56.0%
57   CMSB    10.940     4.830    -55.9%
58   JIANKUN    0.770     0.340    -55.8%
59   PENERGY    3.160     1.400    -55.7%
60   DBHD    2.050     0.920    -55.1%
61   PMETAL    7.460     3.360    -55.0%
62   FGV    4.600     2.090    -54.6%
63   TAS    1.650     0.750    -54.5%
64   GPHAROS    1.090     0.500    -54.1%
65   CUSCAPI    0.445     0.205    -53.9%
66   XDL    0.260     0.120    -53.8%
67   INSTACO    0.270     0.125    -53.7%
68   KEN    2.350     1.090    -53.6%
69   PSIPTEK    0.420     0.195    -53.6%
70   KEYASIC    0.150     0.070    -53.3%
71   MELEWAR    0.550     0.260    -52.7%
72   REV    1.650     0.780    -52.7%
73   SEAL    1.490     0.705    -52.7%
74   GKENT    2.720     1.300    -52.2%
75   ENGTEX    2.200     1.060    -51.8%
76   KFM    0.550     0.265    -51.8%
77   MINETEC    0.175     0.085    -51.4%
78   FITTERS    1.400     0.680    -51.4%
79   BIOOSMO    0.185     0.090    -51.4%
80   SCOMI    0.490     0.240    -51.0%
81   MUDAJYA    2.850     1.400    -50.9%
82   AAX    0.900     0.445    -50.6%
83   WZSATU    2.900     1.440    -50.3%
84   BIG    0.945     0.470    -50.3%
85   SERSOL    0.460     0.230    -50.0%
86   TDEX    0.260     0.130    -50.0%
87   SMTRACK    0.140     0.070    -50.0%
88   PMBTECH    1.940     0.970    -50.0%
89   IRETEX    0.800     0.400    -50.0%
90   BIOSIS    0.220     0.110    -50.0%
 


Some of the above price changes were due to share splits or bonus issues.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 15, 2015, 12:48:51 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:



I think, I need to re-focus more on portfolio management.   :think:

Re-balancing at regular or fixed intervals. 

Watch the eggs and the basket.

Keep looking at the eggs and not the basket.   :(
Title: Re: My investments are kaput.
Post by: DR KIM on April 15, 2015, 01:06:15 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

the  conclusion   &  the  REMEDIAL  for  your  WRONG @ KAPUT  Investment  is  >> ;) :) :)

ABANDON  YOUR  KAPUT  ' VALUE  INVESTING ' to  DRAIN @ long kang.  FOR  GOOD..

must remember  this is  BURSA  -  the most weird market in the world - 
YET  A  CASH  COW   :cash: :cash: :cash:to those PUNTING  ON  PENNY  &  WARRANTSSS   :) :) ;) 8)

2015  PENNY  &  WARRANTSS  RALLY  AGAIN  :clap: :clap: :clap: :thumbsup: :cash: :cash:
 
Title: Re: My investments are kaput.
Post by: king on April 15, 2015, 01:08:18 PM


I think, I need to re-focus more on portfolio management.   :think:

Re-balancing at regular or fixed intervals. 

Watch the eggs and the basket.

Keep looking at the eggs and not the basket.   :(

Make luv
but
Dun fall in luv

HaHa
Title: Re: My investments are kaput.
Post by: CurryLee on April 15, 2015, 01:55:04 PM
make luv to the patung ...
but hoh...
don fall in luv wit it!

 :D :D :D :D
Title: Re: My investments are kaput.
Post by: ikan besar on April 15, 2015, 02:06:18 PM
make luv to the patung ...
but hoh...
don fall in luv wit it!

 :D :D :D :D

teruk punya olang

pin thai one

 :devil: :devil: :devil: :devil: :devil: :devil:
Title: Re: My investments are kaput.
Post by: Richard188 on April 15, 2015, 02:07:31 PM
I also list some stocks that drop 50% and more from their 52w highest.

No   Name    Y-High     Last     Changes

01   IRMGRP    0.145     0.015    -89.7%
02   METALR    1.920     0.210    -89.1%
03   JOBST    3.000     0.460    -84.7%
04   IBHD    3.910     0.630    -83.9%
05   BHS    3.530     0.590    -83.3%
06   BONIA    5.850     1.040    -82.2%
07   AEON    15.640     3.090    -80.2%
08   DELEUM    6.910     1.670    -75.8%
09   ITRONIC    0.695     0.175    -74.8%
10   AKNIGHT    1.260     0.320    -74.6%
11   FIMACOR    9.720     2.500    -74.3%
12   ARMADA    4.030     1.060    -73.7%
13   XINGHE    0.290     0.080    -72.4%
14   DSONIC    3.920     1.120    -71.4%
15   MHB    4.160     1.260    -69.7%
16   ECOWLD    5.820     1.780    -69.4%
17   CENTURY    2.680     0.820    -69.4%
18   ICON    2.190     0.680    -68.9%
19   PDZ    0.420     0.135    -67.9%
20   PERISAI    1.670     0.540    -67.7%
21   JAG    0.440     0.145    -67.0%
22   YINSON    8.910     2.960    -66.8%
23   CNASIA    1.560     0.525    -66.3%
24   SYF    1.320     0.445    -66.3%
25   THHEAVY    0.980     0.340    -65.3%
26   UZMA    6.850     2.380    -65.3%
27   SUMATEC    0.620     0.220    -64.5%
28   BRAHIMS    2.390     0.870    -63.6%
29   ASIABIO    0.260     0.095    -63.5%
30   MPCORP    0.535     0.200    -62.6%
31   SBCCORP    2.490     0.940    -62.2%
32   PERWAJA    0.225     0.085    -62.2%
33   DAYA    0.355     0.135    -62.0%
34   JADI    0.195     0.075    -61.5%
35   EKOVEST    2.910     1.130    -61.2%
36   CSL    0.205     0.080    -61.0%
37   VIS    0.780     0.305    -60.9%
38   ALAM    1.680     0.660    -60.7%
39   KINSTEL    0.305     0.120    -60.7%
40   CBIP    5.150     2.060    -60.0%
41   BREM    2.800     1.120    -60.0%
42   BTM    0.385     0.155    -59.7%
43   ASTINO    1.900     0.765    -59.7%
44   DIALOG    3.960     1.600    -59.6%
45   SILKHLD    1.240     0.510    -58.9%
46   BOILERM    3.590     1.480    -58.8%
47   HUBLINE    0.060     0.025    -58.3%
48   BDB    2.510     1.050    -58.2%
49   KSL    4.970     2.080    -58.1%
50   GOB    1.220     0.515    -57.8%
51   SCOMIES    1.170     0.495    -57.7%
52   HWANG    4.470     1.920    -57.0%
53   HIBISCS    1.900     0.820    -56.8%
54   KARYON    0.480     0.210    -56.3%
55   ACME    0.765     0.335    -56.2%
56   HBGLOB    0.125     0.055    -56.0%
57   CMSB    10.940     4.830    -55.9%
58   JIANKUN    0.770     0.340    -55.8%
59   PENERGY    3.160     1.400    -55.7%
60   DBHD    2.050     0.920    -55.1%
61   PMETAL    7.460     3.360    -55.0%
62   FGV    4.600     2.090    -54.6%
63   TAS    1.650     0.750    -54.5%
64   GPHAROS    1.090     0.500    -54.1%
65   CUSCAPI    0.445     0.205    -53.9%
66   XDL    0.260     0.120    -53.8%
67   INSTACO    0.270     0.125    -53.7%
68   KEN    2.350     1.090    -53.6%
69   PSIPTEK    0.420     0.195    -53.6%
70   KEYASIC    0.150     0.070    -53.3%
71   MELEWAR    0.550     0.260    -52.7%
72   REV    1.650     0.780    -52.7%
73   SEAL    1.490     0.705    -52.7%
74   GKENT    2.720     1.300    -52.2%
75   ENGTEX    2.200     1.060    -51.8%
76   KFM    0.550     0.265    -51.8%
77   MINETEC    0.175     0.085    -51.4%
78   FITTERS    1.400     0.680    -51.4%
79   BIOOSMO    0.185     0.090    -51.4%
80   SCOMI    0.490     0.240    -51.0%
81   MUDAJYA    2.850     1.400    -50.9%
82   AAX    0.900     0.445    -50.6%
83   WZSATU    2.900     1.440    -50.3%
84   BIG    0.945     0.470    -50.3%
85   SERSOL    0.460     0.230    -50.0%
86   TDEX    0.260     0.130    -50.0%
87   SMTRACK    0.140     0.070    -50.0%
88   PMBTECH    1.940     0.970    -50.0%
89   IRETEX    0.800     0.400    -50.0%
90   BIOSIS    0.220     0.110    -50.0%


i buy VIS 0.32 cents sold 0.35 earn rm 1,164.92 . :party: :dancing: :party: :dancing: :cash: :cash: :cash: :D :D :D
Title: Re: My investments are kaput.
Post by: king on April 15, 2015, 02:08:21 PM
teruk punya olang

pin thai one

 :devil: :devil: :devil: :devil: :devil: :devil:

                               :P :P :P :P :P :P :P
Title: Re: My investments are kaput.
Post by: clp72 on April 15, 2015, 02:28:20 PM
well i can believe if some of your stocks are down by 50%, my portfolio is down by 25% but its still only paper loss until i decide to sell it..
Title: Re: My investments are kaput.
Post by: stockraider on April 15, 2015, 03:45:42 PM
I also list some stocks that drop 50% and more from their 52w highest.

No   Name    Y-High     Last     Changes

01   IRMGRP    0.145     0.015    -89.7%
02   METALR    1.920     0.210    -89.1%
03   JOBST    3.000     0.460    -84.7%
04   IBHD    3.910     0.630    -83.9%
05   BHS    3.530     0.590    -83.3%
06   BONIA    5.850     1.040    -82.2%
07   AEON    15.640     3.090    -80.2%
08   DELEUM    6.910     1.670    -75.8%
09   ITRONIC    0.695     0.175    -74.8%
10   AKNIGHT    1.260     0.320    -74.6%
11   FIMACOR    9.720     2.500    -74.3%
12   ARMADA    4.030     1.060    -73.7%
13   XINGHE    0.290     0.080    -72.4%
14   DSONIC    3.920     1.120    -71.4%
15   MHB    4.160     1.260    -69.7%
16   ECOWLD    5.820     1.780    -69.4%
17   CENTURY    2.680     0.820    -69.4%
18   ICON    2.190     0.680    -68.9%
19   PDZ    0.420     0.135    -67.9%
20   PERISAI    1.670     0.540    -67.7%
21   JAG    0.440     0.145    -67.0%
22   YINSON    8.910     2.960    -66.8%
23   CNASIA    1.560     0.525    -66.3%
24   SYF    1.320     0.445    -66.3%
25   THHEAVY    0.980     0.340    -65.3%
26   UZMA    6.850     2.380    -65.3%
27   SUMATEC    0.620     0.220    -64.5%
28   BRAHIMS    2.390     0.870    -63.6%
29   ASIABIO    0.260     0.095    -63.5%
30   MPCORP    0.535     0.200    -62.6%
31   SBCCORP    2.490     0.940    -62.2%
32   PERWAJA    0.225     0.085    -62.2%
33   DAYA    0.355     0.135    -62.0%
34   JADI    0.195     0.075    -61.5%
35   EKOVEST    2.910     1.130    -61.2%
36   CSL    0.205     0.080    -61.0%
37   VIS    0.780     0.305    -60.9%
38   ALAM    1.680     0.660    -60.7%
39   KINSTEL    0.305     0.120    -60.7%
40   CBIP    5.150     2.060    -60.0%
41   BREM    2.800     1.120    -60.0%
42   BTM    0.385     0.155    -59.7%
43   ASTINO    1.900     0.765    -59.7%
44   DIALOG    3.960     1.600    -59.6%
45   SILKHLD    1.240     0.510    -58.9%
46   BOILERM    3.590     1.480    -58.8%
47   HUBLINE    0.060     0.025    -58.3%
48   BDB    2.510     1.050    -58.2%
49   KSL    4.970     2.080    -58.1%
50   GOB    1.220     0.515    -57.8%
51   SCOMIES    1.170     0.495    -57.7%
52   HWANG    4.470     1.920    -57.0%
53   HIBISCS    1.900     0.820    -56.8%
54   KARYON    0.480     0.210    -56.3%
55   ACME    0.765     0.335    -56.2%
56   HBGLOB    0.125     0.055    -56.0%
57   CMSB    10.940     4.830    -55.9%
58   JIANKUN    0.770     0.340    -55.8%
59   PENERGY    3.160     1.400    -55.7%
60   DBHD    2.050     0.920    -55.1%
61   PMETAL    7.460     3.360    -55.0%
62   FGV    4.600     2.090    -54.6%
63   TAS    1.650     0.750    -54.5%
64   GPHAROS    1.090     0.500    -54.1%
65   CUSCAPI    0.445     0.205    -53.9%
66   XDL    0.260     0.120    -53.8%
67   INSTACO    0.270     0.125    -53.7%
68   KEN    2.350     1.090    -53.6%
69   PSIPTEK    0.420     0.195    -53.6%
70   KEYASIC    0.150     0.070    -53.3%
71   MELEWAR    0.550     0.260    -52.7%
72   REV    1.650     0.780    -52.7%
73   SEAL    1.490     0.705    -52.7%
74   GKENT    2.720     1.300    -52.2%
75   ENGTEX    2.200     1.060    -51.8%
76   KFM    0.550     0.265    -51.8%
77   MINETEC    0.175     0.085    -51.4%
78   FITTERS    1.400     0.680    -51.4%
79   BIOOSMO    0.185     0.090    -51.4%
80   SCOMI    0.490     0.240    -51.0%
81   MUDAJYA    2.850     1.400    -50.9%
82   AAX    0.900     0.445    -50.6%
83   WZSATU    2.900     1.440    -50.3%
84   BIG    0.945     0.470    -50.3%
85   SERSOL    0.460     0.230    -50.0%
86   TDEX    0.260     0.130    -50.0%
87   SMTRACK    0.140     0.070    -50.0%
88   PMBTECH    1.940     0.970    -50.0%
89   IRETEX    0.800     0.400    -50.0%
90   BIOSIS    0.220     0.110    -50.0%
 

DO U NOT THING THERE ARE OPPORTUNITIES :cash: :cash: :cash: :cash: IN SOME OF THESE STOCKS ??
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 15, 2015, 04:28:26 PM

must remember  this is  BURSA  -  the most weird market in the world - 
The only thing weird here is YOU! You dunno kah?  :shake: :D
Title: Re: My investments are kaput.
Post by: sj7953 on April 15, 2015, 04:34:00 PM

Some of the above price changes were due to share splits or bonus issues.



boilerm....  :)
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 15, 2015, 05:12:29 PM
i buy VIS 0.32 cents sold 0.35 earn rm 1,164.92 . :party: :dancing: :party: :dancing: :cash: :cash: :cash: :D :D :D
:clap: :handshake: :cash:
Title: Re: My investments are kaput.
Post by: eye-hub on April 15, 2015, 05:18:20 PM

Armada rm1.20 today


DO U NOT THING THERE ARE OPPORTUNITIES :cash: :cash: :cash: :cash: IN SOME OF THESE STOCKS ??
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 15, 2015, 08:38:58 PM
Risk Warning

The prices of all shares, and the income from them, can fall as well as rise.

You run an extra risk of losing money when you buy shares in certain smaller companies including "penny shares".

There is a big difference between the buying price and the selling price of these shares. If you have to sell them immediately, you may get back much less than you paid for them. The price may change quickly, it may go down as well as up and you may not get back the full amount invested. It may be difficult to sell or realise the investment.

You should not speculate using money you cannot afford to lose, or rely on dividend income for non-discretionary living expenses.

Some securities may be traded in currencies other than sterling, and may also pay dividends in other currencies. Changes in rates of exchange may have an adverse effect on the value of these investments in sterling terms. You should also consult your stockbroker about any additional dealing or administrative charges.

We have taken all reasonable care to ensure that all statements of fact and opinion contained in this publication are fair and accurate in all material aspects.

Investors should seek appropriate professional advice from their stockbroker or other adviser if any points are unclear.

This newsletter gives general advice only, and the investments mentioned may not necessarily be suitable for any individual.


Motley Fool
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 15, 2015, 09:23:07 PM

Some of the above price changes were due to share splits or bonus issues.



Yah dude, we all know that. What else is new.
Title: Re: My investments are kaput.
Post by: johnmaster on April 15, 2015, 11:00:17 PM
From the way some of you guys attack GSB, I would not be surprised if you guys lose money. A life time opportunity as good GSB they cannot see, how to make money ? From day 1 I introduce GSB, event after events... you can clearly see GSB taking shape. It was just unfortunate that it too longer than expected BUT nobody can deny, it is happening. 

If you want to make money from share market, you got to do your homework like I did on GSB and on any other company I invest in... I gather as much information as I can, go and meet and talk to people, investigate all the directors, visit sites/factories, then analyse everything you gather, you will be able to see what is coming in the future for that company. If you can expect what is coming in the future, chances of losing money is very very low.

A lot of people make mistake by using only historical data, they see company make money in the past, therefore it is good... BUT neglected to "see" the future. Whether a good company in the past or a bad company in the past, we must "see" the future before we invest.

I notice iinvestsmart always dig out past information, never try to "see". For example, GSB shows losses, small revenue in the past .. so he kept on saying it is bad, showing bad data. BUT did he try to "see" into the future ? if you still cannot "see" a future winner in GSB... I don't know how u can make money from any stock market. I use GSB as example, it is same for any other companies. How to "see" into the future ? I just mentioned it just now... do your homework, there is no free things in this world, even in GSB.. when I say good, you don't listen blindly, do your own homework as well.

Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 01:27:30 AM
Risk Warning

The prices of all shares, and the income from them, can fall as well as rise.

You run an extra risk of losing money when you buy shares in certain smaller companies including "penny shares".

There is a big difference between the buying price and the selling price of these shares. If you have to sell them immediately, you may get back much less than you paid for them. The price may change quickly, it may go down as well as up and you may not get back the full amount invested. It may be difficult to sell or realise the investment.

You should not speculate using money you cannot afford to lose, or rely on dividend income for non-discretionary living expenses.

Some securities may be traded in currencies other than sterling, and may also pay dividends in other currencies. Changes in rates of exchange may have an adverse effect on the value of these investments in sterling terms. You should also consult your stockbroker about any additional dealing or administrative charges.

We have taken all reasonable care to ensure that all statements of fact and opinion contained in this publication are fair and accurate in all material aspects.

Investors should seek appropriate professional advice from their stockbroker or other adviser if any points are unclear.

This newsletter gives general advice only, and the investments mentioned may not necessarily be suitable for any individual.


Motley Fool
DR KIM will be pissed at you blocking others from making money....  :D
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 01:46:56 AM
From the way some of you guys attack GSB, I would not be surprised if you guys lose money. A life time opportunity as good GSB they cannot see, how to make money ? From day 1 I introduce GSB, event after events... you can clearly see GSB taking shape. It was just unfortunate that it too longer than expected BUT nobody can deny, it is happening. 
What is happening? The last time when GSB share price soared a bit was years ago and never reached RM0.16 till today! When it didn't went up according to your expectation during the release of their financial result which was negative, you blamed it as an accounting fraud. That my friend is facts!  8)

Quote
If you want to make money from share market, you got to do your homework like I did on GSB and on any other company I invest in... I gather as much information as I can, go and meet and talk to people, investigate all the directors, visit sites/factories, then analyse everything you gather, you will be able to see what is coming in the future for that company. If you can expect what is coming in the future, chances of losing money is very very low.
True! Stalk their wives, relatives, cousins etc etc etc......  :o

Quote
A lot of people make mistake by using only historical data, they see company make money in the past, therefore it is good... BUT neglected to "see" the future. Whether a good company in the past or a bad company in the past, we must "see" the future before we invest.
Yes, everyone can make mistakes just like you when you heavily influencing people to invest their monies into a losing coma stock that can't even gives good dividends for about emmm 4 f'king years? Yes ,you sure did your homework but just that the result was F minus.  :giggle:

Quote
when I say good, you don't listen blindly, do your own homework as well.
I deleted other statement because it's pretty annoying and I found out that this was the most genuine advise you ever typed from your keyboard.  :nod: :thumbsup:
Title: Re: My investments are kaput.
Post by: johnmaster on April 16, 2015, 01:52:03 AM
One thing for sure, I don't lose money. 4 years wait is nothing with what we are about to see coming from GSB. I will be very proud to be part of this business, rather than chasing shares all over like mad man and yet still lose money.

What is happening? The last time when GSB share price soared a bit was years ago and never reached RM0.16 till today! When it didn't went up according to your expectation during the release of their financial result which was negative, you blamed it as an accounting fraud. That my friend is facts!  8)
True! Stalk their wives, relatives, cousins etc etc etc......  :o
Yes, everyone can make mistakes just like you when you heavily influencing people to invest their monies into a losing coma stock that can't even gives good dividends for about emmm 4 f'king years? Yes ,you sure did your homework but just that the result was F minus.  :giggle:
I deleted other statement because it's pretty annoying and I found out that this was the most genuine advise you ever typed from your keyboard.  :nod: :thumbsup:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 01:54:40 AM
One thing for sure, I don't lose money. 4 years wait is nothing with what we are about to see coming from GSB. I will be very proud to be part of this business, rather than chasing shares all over like mad man and yet still lose money.

That is your business. How about others? I am pretty sure they are playing other stocks in this 4 years period rather than putting all eggs in a single basket.  :nod:
Title: Re: My investments are kaput.
Post by: johnmaster on April 16, 2015, 02:28:21 AM
That is your business. How about others? I am pretty sure they are playing other stocks in this 4 years period rather than putting all eggs in a single basket.  :nod:

I do not ask people to put all their eggs in one basket, I already said... need to have some spare money to play other counters, GSB is for investment.. not a short term goreng counter. During the 4 years holding, there are few spikes for people to exit, it does not stay stagnant for the whole 4 years period. As for me, I keep because all these spikes are meaningless to me. I don't want to sell to take profit later end up missing the boat.

I doubt anyone actually lose money by following me. If really follow my advice, someone would have bought GSB during one of its coma period, that is my style and I never recommend anyone to chase if a share is going up ( not only GSB, all my other counters... only buy during coma ). During coma period ( time I recomend to buy ) GSB was never at its highest 15sen, if you chase and bought at highest, that is your own fault.

GSB coma at 5sen, then a spike
coma again at around 8sen, then spike
now coma at 10sen,

So, who will lose money by listening to me by entering at 5sen, 8sen and 10sen ?

Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 03:20:16 AM
I do not ask people to put all their eggs in one basket, I already said... need to have some spare money to play other counters, GSB is for investment.. not a short term goreng counter. During the 4 years holding, there are few spikes for people to exit, it does not stay stagnant for the whole 4 years period. As for me, I keep because all these spikes are meaningless to me. I don't want to sell to take profit later end up missing the boat.
I understand your stand BUT if I were you, I rather see GSB move a few cents and then consider jumping into the stock rather than you start at an early stage but it did not move much until 4 years and above.  8)

Quote
I doubt anyone actually lose money by following me. If really follow my advice, someone would have bought GSB during one of its coma period, that is my style and I never recommend anyone to chase if a share is going up ( not only GSB, all my other counters... only buy during coma ). During coma period ( time I recomend to buy ) GSB was never at its highest 15sen, if you chase and bought at highest, that is your own fault.
Losing money I don't know but time wasting, definitely!  :nod:

Quote
GSB coma at 5sen, then a spike
coma again at around 8sen, then spike
now coma at 10sen,

So, who will lose money by listening to me by entering at 5sen, 8sen and 10sen ?
You forgot about the period. It's 2015 now, John........  ;)
Title: Re: My investments are kaput.
Post by: johnmaster on April 16, 2015, 07:55:20 AM
You can always cash out if you don't want to keep for 4 years, if you enter at 5 sen coma period, you can easily cashed out above 10sen with more than 100% profit when it hit above 10sen back then. If you have entered at 8sen coma period, you can also easily cash out at above 12sen to earn 50% profit. That is more than 150% profit in 4 years. Easily more than 30% yearly profit... try to achieve that with those mad chase style.

It is just that I am not cashing out on my GSB because I need to see GSB as a fully grown company first. With the new 52 acres land purchase, GSB projects easily cross RM1 billion.

I understand your stand BUT if I were you, I rather see GSB move a few cents and then consider jumping into the stock rather than you start at an early stage but it did not move much until 4 years and above.  8)
Losing money I don't know but time wasting, definitely!  :nod:
You forgot about the period. It's 2015 now, John........  ;)
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 09:51:44 AM
I understand your stand BUT if I were you, I rather see GSB move a few cents and then consider jumping into the stock rather than you start at an early stage but it did not move much until 4 years and above.
YES THIS COULD BE AN OPTION JUMP IN WHEN START MOVING.....THE RCWPROVES FORMULA LOH...!!
BUT B4 U REALLY WANT TO INVEST....INTELLIGENTLY U MUST ASSESS THE VALUE LOH.....!!
GSB SHARE PRICE IS QUITE CLOSE TO INTRINSIC VALUE.....THEREFORE ONLY HOPE IS THERE GORENG LOH..!!
BCOS NO MARGIN OF SAFETY MAH....!!


  8)
Losing money I don't know but time wasting, definitely!  :nod:
You forgot about the period. It's 2015 now, John........  ;)

YES U HAVE THE RISK OF LOSING MONIES WHEN THERE IS NO MARGIN OF SAFETY LOH...!!

THE ABOVE IS THE VIEW OF FUNDAMENTAL INVESTOR LOH....!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 10:57:53 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:



1.  ?  Penny shares
2.  ?  Small cap and mid cap stocks
3.  ?  More frequent rebalancing



 :think: :think: :think: :think: :think:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 11:00:40 AM
THE ABOVE IS THE VIEW OF FUNDAMENTAL INVESTOR LOH....!!
Ever heard margin of coma?  :D
Title: Re: My investments are kaput.
Post by: alexc8 on April 16, 2015, 11:51:50 AM
worst stock ever
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 12:34:44 PM
Ever heard margin of coma?  :D

Return of holding share exceeding cost of holding = margin of coma loh !!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 01:37:29 PM
My focus on the big blue chip stocks have blinded me from the many good opportunities that exist in the small cap and mid cap stocks.

Indeed there are many opportunities in these segments.

Raider is right too. :)
Title: Re: My investments are kaput.
Post by: king on April 16, 2015, 01:49:07 PM
My focus on the big blue chip stocks have blinded me from the many good opportunities that exist in the small cap and mid cap stocks.

Indeed there are many opportunities in these segments.

Raider is right too. :)

blue  chip
became
BLUE CHEAT
??    ??       ??
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 01:54:24 PM
Zhulian


When its revenues and profit margins dropped 2 consecutive quarters, this should have raised the RED FLAGS. 

However, it was in a business that does not enjoy durable competitive advantage.

Just like HaiO, the revenues and earnings went up very fast for a few years, and then the sudden collapse in their businesses.


Should one even consider buying such counters in the first place?

Perhaps, no.  Why bother buying a stock which you may wish then to sell later. 

Perhaps, yes, get in for the ride for a while (just like Cinderella at the ball), but make sure you know when to run.  That might be difficult for those who usually marry their stocks for life.   :)

Title: Re: My investments are kaput.
Post by: ikan besar on April 16, 2015, 01:55:40 PM
blue  chip
became
BLUE CHEAT
??    ??       ??


 :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'(

but I sold my nestle , TM , Maxis ,  PETRONAS Dag , Pestech ,

Digi ,  Public bank   too early

 :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'(

if not I cheat them, now they cheat me

 :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'(
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 01:56:04 PM
My focus on the big blue chip stocks have blinded me from the many good opportunities that exist in the small cap and mid cap stocks.

Indeed there are many opportunities in these segments.

Raider is right too. :)

There are no right & wrong loh.....!!
As long as ur return is higher than your objective.....it is ok....to go on....with your investment direction loh...!!
For raider....is a mix bag....as long as there are opportunity & there is margin of safety....raider jump in loh....!!
Title: Re: My investments are kaput.
Post by: king on April 16, 2015, 02:00:02 PM
Zhulian


When its revenues and profit margins dropped 2 consecutive quarters, this should have raised the RED FLAGS. 

However, it was in a business that does not enjoy durable competitive advantage.

Just like HaiO, the revenues and earnings went up very fast for a few years, and then the sudden collapse in their businesses.


Should one even consider buying such counters in the first place?

Perhaps, no.  Why bother buying a stock which you may wish then to sell later. 

Perhaps, yes, get in for the ride for a while (just like Cinderella at the ball), but make sure you know when to run.  That might be difficult for those who usually marry their stocks for life.   :)



MAKE LUV
BUT
DUN FALL IN LUV

 ;) ;) ;) ;) ;) ;) ;) ;) ;) ;)
Title: Re: My investments are kaput.
Post by: adam888jeremy on April 16, 2015, 02:26:45 PM
false index breakout this morning who kena trap  :)
Title: Re: My investments are kaput.
Post by: Thamby on April 16, 2015, 02:28:40 PM
JENG JENG JENG........... :D :D :D
Title: Re: My investments are kaput.
Post by: Lotus48 on April 16, 2015, 02:37:06 PM
some blue chips counters really badly hit eg

armada from around 3.00 to 1.20, more than 60% down
parkson from over 4.00 to 2.00
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 02:40:38 PM
Zhulian


When its revenues and profit margins dropped 2 consecutive quarters, this should have raised the RED FLAGS. 

However, it was in a business that does not enjoy durable competitive advantage.

Just like HaiO, the revenues and earnings went up very fast for a few years, and then the sudden collapse in their businesses.


Should one even consider buying such counters in the first place?

Perhaps, no.  Why bother buying a stock which you may wish then to sell later. 

Perhaps, yes, get in for the ride for a while (just like Cinderella at the ball), but make sure you know when to run.  That might be difficult for those who usually marry their stocks for life.   :)



Zhulian

QUARTERLY SALES               
QUARTERS   2   3   4   1   TTM
LAST YEAR   106.233   124.130   77.973   66.157   374.493
THIS YEAR   65.647   57.171   54.711   55.219   232.748
% CHANGE   -38.2%   -53.9%   -29.8%   -16.5%   -37.8%
               

QUARTERLY EARNINGS (EPS)               
QUARTERS   2   3   4   1   TTM
LAST YEAR   8.25   8.61   2.99   3.74   23.59
THIS YEAR   1.80   2.26   2.46   2.73   9.24
% CHANGE   -78.2%   -73.8%   -17.7%   -26.9%   -60.8%



Sales and earnings continue to drop the last 4 quarters.
TTM Sales dropped 37.8% y-o-y
TTM EPS dropped 60.8% y-o-y


 :( :phew: :sweat:
               

Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 04:00:33 PM
some blue chips counters really badly hit eg

armada from around 3.00 to 1.20, more than 60% down
parkson from over 4.00 to 2.00



Bumi Armada
                                    
QUARTERLY SALES               
QUARTERS   1   2   3   4   TTM
LAST YEAR   488.755   481.230   546.305   556.714   2,073.004
THIS YEAR   468.917   590.081   636.509   701.832   2,397.339
% CHANGE   -4.1%   22.6%   16.5%   26.1%   15.6%

QUARTERLY EARNINGS (EPS)               
QUARTERS   1   2   3   4   TTM
LAST YEAR   2.32   2.37   2.57   1.87   9.13
THIS YEAR   1.37   2.08   2.29   -1.11   4.63
% CHANGE   -40.9%   -12.1%   -10.8%   -159.5%   -49.3%

Due to falling oil prices, Bumi Armada's profit margins have contracted markedly.


Parkson

QUARTERLY SALES               
QUARTERS   3   4   1   2   TTM
LAST YEAR   932.848   801.484   831.322   948.098   3,513.752
THIS YEAR   957.951   813.526   848.618   981.675   3,601.770
% CHANGE   2.7%   1.5%   2.1%   3.5%   2.5%
               
QUARTERLY EARNINGS (EPS)               
QUARTERS   3   4   1   2   TTM
LAST YEAR   7.12   2.79   2.85   2.37   15.13
THIS YEAR   5.10   2.49   1.87   10.24   19.70
% CHANGE   -28.4%   -10.7%   -34.2%   332.3%   30.2%

Is Parkson undervalued?

               

                                    
Title: Re: My investments are kaput.
Post by: king on April 16, 2015, 04:02:57 PM


Bumi Armada
                                    
QUARTERLY SALES               
QUARTERS   1   2   3   4   TTM
LAST YEAR   488.755   481.230   546.305   556.714   2,073.004
THIS YEAR   468.917   590.081   636.509   701.832   2,397.339
% CHANGE   -4.1%   22.6%   16.5%   26.1%   15.6%

QUARTERLY EARNINGS (EPS)               
QUARTERS   1   2   3   4   TTM
LAST YEAR   2.32   2.37   2.57   1.87   9.13
THIS YEAR   1.37   2.08   2.29   -1.11   4.63
% CHANGE   -40.9%   -12.1%   -10.8%   -159.5%   -49.3%

Due to falling oil prices, Bumi Armada's profit margins have contracted markedly.


Parkson

QUARTERLY SALES               
QUARTERS   3   4   1   2   TTM
LAST YEAR   932.848   801.484   831.322   948.098   3,513.752
THIS YEAR   957.951   813.526   848.618   981.675   3,601.770
% CHANGE   2.7%   1.5%   2.1%   3.5%   2.5%
               
QUARTERLY EARNINGS (EPS)               
QUARTERS   3   4   1   2   TTM
LAST YEAR   7.12   2.79   2.85   2.37   15.13
THIS YEAR   5.10   2.49   1.87   10.24   19.70
% CHANGE   -28.4%   -10.7%   -34.2%   332.3%   30.2%

Is Parkson undervalued?

               

                                    


FUNDAMENTALS HAS DETERIORATED ?
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 04:28:10 PM
Pls add in FGV.  :nod:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 04:33:01 PM
Pls add in FGV.  :nod:


FGV

QUARTERLY SALES               
QUARTERS   1   2   3   4   TTM
LAST YEAR   2,682.208   2,991.326   3,220.378   3,674.096   12,568.008
THIS YEAR   3,726.122   4,083.487   4,324.895   4,299.827   16,434.331
% CHANGE   38.9%   36.5%   34.3%   17.0%   30.8%
               
QUARTERLY EARNINGS (EPS)               
QUARTERS   1   2   3   4   TTM
LAST YEAR   4.40   10.37   0.74   16.03   31.54
THIS YEAR   4.62   4.88   -0.30   0.65   9.85
% CHANGE   5.1%   -52.9%   -140.8%   -95.9%   -68.8%


 :'(
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 16, 2015, 04:34:38 PM

FGV

QUARTERLY SALES               
QUARTERS   1   2   3   4   TTM
LAST YEAR   2,682.208   2,991.326   3,220.378   3,674.096   12,568.008
THIS YEAR   3,726.122   4,083.487   4,324.895   4,299.827   16,434.331
% CHANGE   38.9%   36.5%   34.3%   17.0%   30.8%
               
QUARTERLY EARNINGS (EPS)               
QUARTERS   1   2   3   4   TTM
LAST YEAR   4.40   10.37   0.74   16.03   31.54
THIS YEAR   4.62   4.88   -0.30   0.65   9.85
% CHANGE   5.1%   -52.9%   -140.8%   -95.9%   -68.8%


 :'(


Date         3.4.2015               
Company         FGV (Felda)               
Code         5222.kl      Market Equity         6873.83
Outstanding shares (m)         3648.10      Market capitalization(m)         7661
Price         2.1      PE         21.32
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 04:38:21 PM

Date         3.4.2015               
Company         FGV (Felda)               
Code         5222.kl      Market Equity         6873.83
Outstanding shares (m)         3648.10      Market capitalization(m)         7661
Price         2.1      PE         21.32

Veri geli loh! One flood, all those of hard worked gone in a blink of an eye!  :'(
ed
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 05:00:52 PM
Veri geli loh! One flood, all those of hard worked gone in a blink of an eye!  :'(
ed

Very short termism thinking loh.....!!
Ask yourself....every year flood meh ?
Also every year drought meh ?

The strategy by a company undervalue with margin of safety....hang on with it for upto 3 yrs mah....!!
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 05:12:36 PM
Very short termism thinking loh.....!!
Ask yourself....every year flood meh ?
Also every year drought meh ?
Very over optimistic thinking loh.....!!
Ask yourself....Growing an oil palm tree similar with growing a taugeh plant meh ?
Also every year no need fork out money meh ?

Quote
The strategy by a company undervalue with margin of safety....hang on with it for upto 3 yrs mah....!!
Like I've said earlier mah, wake me up when it's roughly 1,093.5 days.....  :nod:
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 05:48:43 PM
Very over optimistic thinking loh.....!!
Ask yourself....Growing an oil palm tree similar with growing a taugeh plant meh ?
Also every year no need fork out money meh ?
Like I've said earlier mah, wake me up when it's roughly 1,093.5 days.....  :nod:

Ya...mah....a minor exceptional weather event....cakap macam the company nak collapse loh....!!

Must be steady...Felda had been around for more than 40 yrs...one bad flood...just a minor issue....!!

It will get over loh.....!!
In fact Felda had face many many floods & drought in the pass....all can handle mah.....!!

And in future u going to face drought & flood....this is the normal business model mah.....but no worry mah....bcos u can get over it loh.....!!

It is like u go n work everday....sure one day take medical leave mah....!!
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 05:53:51 PM
Ya...mah....a minor exceptional weather event....cakap macam the company nak collapse loh....!!

Must be steady...Felda had been around for more than 40 yrs...one bad flood...just a minor issue....!!

It will get over loh.....!!
In fact Felda had face many many floods & drought in the pass....all can handle mah.....!!

And in future u going to face drought & flood....this is the normal business model mah.....but no worry mah....bcos u can get over it loh.....!!

It is like u go n work everday....sure one day take medical leave mah....!!
stockraider, you are not orang kampong like ahbah so stop thinking like one! In a very short word, dun invest now until there's a sign of improvement in the said business. Dun get stucked like GSB. Invest at the correct timing. When did I said FGV will bankcrupt?  :shake:
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 06:06:11 PM
stockraider, you are not orang kampong like ahbah so stop thinking like one! In a very short word, dun invest now until there's a sign of improvement in the said business. Dun get stucked like GSB. Invest at the correct timing. When did I said FGV will bankcrupt?  :shake:

This is the wrong concept loh....!!
Should invest....n jump in ....more....when there are sign of further improvement...!!

The weaknesses of trader....is they often miss the boat loh.....!!
They sell....after that failed to get back in loh....!!

Make sure got margin of safety ....slowly accumulate.....buy more it is very cheap or jump in more when there are sign of improvement loh....!
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 06:08:12 PM
This is the wrong concept loh....!!
Should invest....n jump in ....more....when there are sign of further improvement...!!

The weaknesses of trader....is they often miss the boat loh.....!!
They sell....after that failed to get back in loh....!!

Make sure got margin of safety ....slowly accumulate.....buy more it is very cheap or jump in more when there are sign of improvement loh....!
Sign of improvement in their business or share price?  :speechless:
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 06:10:03 PM
Sign of improvement in their business or share price?  :speechless:

Either or both....!!
But preferably both loh...!!
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 06:15:49 PM
Either or both....!!
But preferably both loh...!!
 
 
Quote
Wednesday, 15 Apr 2015
 
5:08PM  FGV     KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (511,100 units Disposed) 
 
 
Monday, 13 Apr 2015
 
5:18PM  FGV     LEMBAGA TABUNG HAJI (400,000 units Acquired) 
 
5:15PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (600,000 units Disposed) 
 
 
Friday, 10 Apr 2015
 
5:09PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (500,000 units Disposed) 
 
5:09PM  FGV     KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (733,500 units Disposed) 
 
 
Thursday, 9 Apr 2015
 
5:19PM  FGV     KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (2,294,900 units Disposed) 
 
5:19PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (300,000 units Disposed) 
 
 
Wednesday, 8 Apr 2015
 
5:31PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (500,000 units Disposed) 
 
 
Tuesday, 7 Apr 2015
 
6:04PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (300,000 units Disposed) 
 
6:04PM  FGV     LEMBAGA TABUNG HAJI (500,000 units Acquired) 
 
 
Monday, 6 Apr 2015
 
5:32PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (400,000 units Disposed) 
 
 
Friday, 3 Apr 2015
 
5:20PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (950,000 units Disposed) 
 
 
Thursday, 2 Apr 2015
 
5:24PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (466,500 units Disposed) 
 
5:24PM  FGV     KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (2,698,100 units Disposed) 
 
 
Wednesday, 1 Apr 2015
 
5:49PM  FGV     EMPLOYEES PROVIDENT FUND BOARD (500,000 units Disposed) 
You mean this is called sign of improvement?  :'(
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 06:17:28 PM
 
 You mean this is called sign of improvement?  :'(


Raider say u slowly accumulate when cheap....!!
Jump in ....for more when there is sign of improvement mah...!!
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 06:30:21 PM
Raider say u slowly accumulate when cheap....!!
Jump in ....for more when there is sign of improvement mah...!!
Why need to slowly accumulate when cheap leh? Why need to jump in for more when there's sign of improvement? Are you bigger than those local big funds?  :D
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 06:35:35 PM
Why need to slowly accumulate when cheap leh? Why need to jump in for more when there's sign of improvement? Are you bigger than those local big funds?  :D

 

Re: *>BUMI ARMADA BHD<*

« Reply #51 on: Today at 11:33:40 AM »
Reply with quoteQuote 


Quote from: Eric yk on Today at 10:48:38 AM

now increase a bit!! but i bought 1.22 ####!!!


 Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry

why u didn't buy at rm1.05


so sad

 Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry

 
  RAIDER COMMENT LOH....!!
IF U THINK THE STOCK IS CHEAP ENOUGH WITH GOOD MARGIN OF SAFETY....SHOULD START ACCUMULATING LOH.......!!

BUY MORE....WHEN SIGN OF IMPROVEMENT LOH.....!!
 
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 07:01:35 PM


Re: *>BUMI ARMADA BHD<*

« Reply #51 on: Today at 11:33:40 AM »
Reply with quoteQuote 


Quote from: Eric yk on Today at 10:48:38 AM

now increase a bit!! but i bought 1.22 ####!!!


 Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry

why u didn't buy at rm1.05


so sad

 Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry Cry

 
  RAIDER COMMENT LOH....!!
IF U THINK THE STOCK IS CHEAP ENOUGH WITH GOOD MARGIN OF SAFETY....SHOULD START ACCUMULATING LOH.......!!

BUY MORE....WHEN SIGN OF IMPROVEMENT LOH.....!!
 

Eric yk may have bought at slightly high price compared to yesterday BUT if he keeps ARMADA over a long haul (since the contract has been confirmed) he would look back and say RM1.22 is super dirt cheap. Of course unless he's a short term trader, I've got no further comment!  8)
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 08:06:15 PM
Eric yk may have bought at slightly high price compared to yesterday BUT if he keeps ARMADA over a long haul (since the contract has been confirmed) he would look back and say RM1.22 is super dirt cheap. Of course unless he's a short term trader, I've got no further comment!  8)

There is 2 element here loh.....!!

1) At a higher price
2) Whether he have taking enough exposure loh....!!

For trader.....it is ok...u monitor & jump in loh.....!!

For investor...u should accumulate when price is low and when there is margin of safety....buy more when there is sign of business improve or price moving up as the market rerate the counters loh....!!

It is actually a weaknesses.....if investor don....start accumulating when there is an attractive margin of safety on the counter he focus on mah....!!
Title: Re: My investments are kaput.
Post by: stockraider on April 16, 2015, 08:09:41 PM
There is 2 element here loh.....!!

1) At a higher price
2) Whether he have taking enough exposure loh....!!

For trader.....it is ok...u monitor & jump in loh.....!!

For investor...u should accumulate when price is low and when there is margin of safety....buy more when there is sign of business improve or price moving up as the market rerate the counters loh....!!

It is actually a weaknesses.....if investor don....start accumulating when there is an attractive margin of safety on the counter he focus on mah....!!


Risk in NCAV stocks

Author: yeongsheng   |   Publish date: Thu, 16 Apr 2015, 06:32 PM

Risk, as defined in dictionary, refers to a chance of loss. The definition is also propagated by Warren Buffett.
"Volatility (i.e. standard deviation) is not risk. Those who have written about risk don't know how to measure risk. Past volatility does not measure risk. When farm prices crashed, [farm price] volatility went up, but a farm priced at $600 per acre that was formerly $2,000 per acre isn't riskier because it's more volatile."

Warren Buffett in Berkshire Hathaway's 2007 annual meeting

That quote provides an example for the difference between volatility and risk. In equity investment, it is possible to minimize risk and gain from volatility through the discipline set in the Net Current Asset Value (NCAV) approach.

According to Benjamin Graham, stocks are acquired when it trades below 2/3 of its NCAV. This method enables one to invest in the cheapest stocks of bargains: less risk; high potential. 
 
Title: Re: My investments are kaput.
Post by: sj7953 on April 16, 2015, 08:26:13 PM
Oh no....my Dlady move sideway for so long....EPs dropped a lot.... :phew:

I still hold....   :)
Can this financial yr EPS = RM 3  :D  :P
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 08:37:34 PM
Must be steady...Felda had been around for more than 40 yrs...one bad flood...just a minor issue....!!

Quote of the year!  :clap:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 08:40:04 PM

 :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'(

but I sold my nestle , TM , Maxis ,  PETRONAS Dag , Pestech ,

Digi ,  Public bank
  too early

 :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'(

if not I cheat them, now they cheat me

 :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'( :'(
:o
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 16, 2015, 08:41:25 PM
My focus on the big blue chip stocks have blinded me from the many good opportunities that exist in the small cap and mid cap stocks.

Indeed there are many opportunities in these segments.

Raider is right too. :)
MIKROMB!  :nod:
Title: Re: My investments are kaput.
Post by: Richard188 on April 16, 2015, 11:04:25 PM
I also list some stocks that drop 50% and more from their 52w highest.

No   Name    Y-High     Last     Changes

01   IRMGRP    0.145     0.015    -89.7%
02   METALR    1.920     0.210    -89.1%
03   JOBST    3.000     0.460    -84.7%
04   IBHD    3.910     0.630    -83.9%
05   BHS    3.530     0.590    -83.3%
06   BONIA    5.850     1.040    -82.2%
07   AEON    15.640     3.090    -80.2%
08   DELEUM    6.910     1.670    -75.8%
09   ITRONIC    0.695     0.175    -74.8%
10   AKNIGHT    1.260     0.320    -74.6%
11   FIMACOR    9.720     2.500    -74.3%
12   ARMADA    4.030     1.060    -73.7%
13   XINGHE    0.290     0.080    -72.4%
14   DSONIC    3.920     1.120    -71.4%
15   MHB    4.160     1.260    -69.7%
16   ECOWLD    5.820     1.780    -69.4%
17   CENTURY    2.680     0.820    -69.4%
18   ICON    2.190     0.680    -68.9%
19   PDZ    0.420     0.135    -67.9%
20   PERISAI    1.670     0.540    -67.7%
21   JAG    0.440     0.145    -67.0%
22   YINSON    8.910     2.960    -66.8%
23   CNASIA    1.560     0.525    -66.3%
24   SYF    1.320     0.445    -66.3%
25   THHEAVY    0.980     0.340    -65.3%
26   UZMA    6.850     2.380    -65.3%
27   SUMATEC    0.620     0.220    -64.5%
28   BRAHIMS    2.390     0.870    -63.6%
29   ASIABIO    0.260     0.095    -63.5%
30   MPCORP    0.535     0.200    -62.6%
31   SBCCORP    2.490     0.940    -62.2%
32   PERWAJA    0.225     0.085    -62.2%
33   DAYA    0.355     0.135    -62.0%
34   JADI    0.195     0.075    -61.5%
35   EKOVEST    2.910     1.130    -61.2%
36   CSL    0.205     0.080    -61.0%
37   VIS    0.780     0.305    -60.9%
38   ALAM    1.680     0.660    -60.7%
39   KINSTEL    0.305     0.120    -60.7%
40   CBIP    5.150     2.060    -60.0%
41   BREM    2.800     1.120    -60.0%
42   BTM    0.385     0.155    -59.7%
43   ASTINO    1.900     0.765    -59.7%
44   DIALOG    3.960     1.600    -59.6%
45   SILKHLD    1.240     0.510    -58.9%
46   BOILERM    3.590     1.480    -58.8%
47   HUBLINE    0.060     0.025    -58.3%
48   BDB    2.510     1.050    -58.2%
49   KSL    4.970     2.080    -58.1%
50   GOB    1.220     0.515    -57.8%
51   SCOMIES    1.170     0.495    -57.7%
52   HWANG    4.470     1.920    -57.0%
53   HIBISCS    1.900     0.820    -56.8%
54   KARYON    0.480     0.210    -56.3%
55   ACME    0.765     0.335    -56.2%
56   HBGLOB    0.125     0.055    -56.0%
57   CMSB    10.940     4.830    -55.9%
58   JIANKUN    0.770     0.340    -55.8%
59   PENERGY    3.160     1.400    -55.7%
60   DBHD    2.050     0.920    -55.1%
61   PMETAL    7.460     3.360    -55.0%
62   FGV    4.600     2.090    -54.6%
63   TAS    1.650     0.750    -54.5%
64   GPHAROS    1.090     0.500    -54.1%
65   CUSCAPI    0.445     0.205    -53.9%
66   XDL    0.260     0.120    -53.8%
67   INSTACO    0.270     0.125    -53.7%
68   KEN    2.350     1.090    -53.6%
69   PSIPTEK    0.420     0.195    -53.6%
70   KEYASIC    0.150     0.070    -53.3%
71   MELEWAR    0.550     0.260    -52.7%
72   REV    1.650     0.780    -52.7%
73   SEAL    1.490     0.705    -52.7%
74   GKENT    2.720     1.300    -52.2%
75   ENGTEX    2.200     1.060    -51.8%
76   KFM    0.550     0.265    -51.8%
77   MINETEC    0.175     0.085    -51.4%
78   FITTERS    1.400     0.680    -51.4%
79   BIOOSMO    0.185     0.090    -51.4%
80   SCOMI    0.490     0.240    -51.0%
81   MUDAJYA    2.850     1.400    -50.9%
82   AAX    0.900     0.445    -50.6%
83   WZSATU    2.900     1.440    -50.3%
84   BIG    0.945     0.470    -50.3%
85   SERSOL    0.460     0.230    -50.0%
86   TDEX    0.260     0.130    -50.0%
87   SMTRACK    0.140     0.070    -50.0%
88   PMBTECH    1.940     0.970    -50.0%
89   IRETEX    0.800     0.400    -50.0%
90   BIOSIS    0.220     0.110    -50.0%
 

LG,,,,,.. :clap: :thumbsup: :handshake: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 17, 2015, 08:50:53 PM
There are many counters that had made fabulous gains over a few years in the KLSE.

Yes, there are. 

These were generally the small cap and mid cap companies that struggled for a few years and then blossom like a caterpillar turning into a butterfly.

Alas, though I have looked at these often, yet somehow, missed many of them.

The few I bought, they were at the time when these companies were already known and thus, not cheap anymore.   


 :(
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 17, 2015, 08:52:59 PM
Holding onto some counters for too long, when the fundamentals had deteriorated - thinking / hoping these will turnaround.

These were among some of the big losses.   :(

A counter dropped 90% and I am still holding it.   :(

Title: Re: My investments are kaput.
Post by: Oly Shyte on April 17, 2015, 08:58:21 PM
Holding onto some counters for too long, when the fundamentals had deteriorated - thinking / hoping these will turnaround.

These were among some of the big losses.   :(

A counter dropped 90% and I am still holding it.   :(


What stock is that?  :'(
Title: Re: My investments are kaput.
Post by: cockcroach on April 17, 2015, 09:17:30 PM
Holding onto some counters for too long, when the fundamentals had deteriorated - thinking / hoping these will turnaround.

These were among some of the big losses.   :(

A counter dropped 90% and I am still holding it.   :(



I suppose some of them are oil and gas stocks
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 17, 2015, 10:35:24 PM
I supposed iiinvestsmart is a type of person who will never ever tell ppl what stocks he's suffering. Sorry, can't help anyway...  :S
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 08:00:49 AM
Another problem I can see is holding onto the non-performers too long.

These stocks need not necessarily have lost money since bought. 

However, they turned out to be disappointing relative to initial projections of their prospects.

These may be for various reasons.

1.  I got my assessment wrong regarding the quality of its business.  The durable competitve advantage that I thought they have were actually not real.  Some were good for a short period and soon lost this competitive advantage, that is, they were not durable.  (Quality of business and growth)

2.  Sometimes, the management continues to not reward the shareholders.  Though the companies are doing fine, the managements' interest are not aligned with those of shareholders.  (Quality of Management)

3.  I paid to own the stock at the time when the stock or market was "good".   At these times, the prices also tended to be high.  Some stocks continue to go higher driven by their increasing intrinsic values.  Others tanked when the market sentiment changed, and it was obvious that I paid a high price for the cheery consensus.  The prices of such stocks can correct drastically too.  (Valuation, Margin of safety and Returns)   


"Keep and ride the winners, sell the losers and underperformers."

Will need to continue monitoring the quality of my portfolio.

1.  Continue to monitor the quality of the DCA of the company.
2.  Keep track of the % of Portfolio that each stock constitute.
3.  Monitor its Upside/Downside ratio.
4   Monitor its Potential total returns (Dividends + Potential cap gain).
5.  Set Buy Below Price
6.  Set Sell Above Price
7.  Set Recommended Action.


Note that points 3 to 7 are dependent on the market price of the stock.



How frequent should I monitor the portfolio?

1.  Keep up to date with the news of each stock on regular basis.
2.  Update the portfolio with the release of quarterly results of these companies.
3.  Rework points 1 to 7, with each quarter; and at the minimum once every 6 months.

Be COURAGES in cutting out the stock when certain criteria are satisfied.
Title: Re: My investments are kaput.
Post by: ongchef on April 20, 2015, 08:14:48 AM
 :) :) :) :)..........after relaxed.refreshed.n resexed weekend :thumbsup: :thumbsup:.....come back bor boy cccCCCCCCccc!!! :D :D :D
Title: Re: My investments are kaput.
Post by: k33keong on April 20, 2015, 08:36:59 AM
Another problem I can see is holding onto the non-performers too long.

These stocks need not necessarily have lost money since bought. 

However, they turned out to be disappointing relative to initial projections of their prospects.

These may be for various reasons.

1.  I got my assessment wrong regarding the quality of its business.  The durable competitve advantage that I thought they have were actually not real.  Some were good for a short period and soon lost this competitive advantage, that is, they were not durable.  (Quality of business and growth)

2.  Sometimes, the management continues to not reward the shareholders.  Though the companies are doing fine, the managements' interest are not aligned with those of shareholders.  (Quality of Management)

3.  I paid to own the stock at the time when the stock or market was "good".   At these times, the prices also tended to be high.  Some stocks continue to go higher driven by their increasing intrinsic values.  Others tanked when the market sentiment changed, and it was obvious that I paid a high price for the cheery consensus.  The prices of such stocks can correct drastically too.  (Valuation, Margin of safety and Returns)   


"Keep and ride the winners, sell the losers and underperformers."

Will need to continue monitoring the quality of my portfolio.

1.  Continue to monitor the quality of the DCA of the company.
2.  Keep track of the % of Portfolio that each stock constitute.
3.  Monitor its Upside/Downside ratio.
4   Monitor its Potential total returns (Dividends + Potential cap gain).
5.  Set Buy Below Price
6.  Set Sell Above Price
7.  Set Recommended Action.


Note that points 3 to 7 are dependent on the market price of the stock.



How frequent should I monitor the portfolio?

1.  Keep up to date with the news of each stock on regular basis.
2.  Update the portfolio with the release of quarterly results of these companies.
3.  Rework points 1 to 7, with each quarter; and at the minimum once every 6 months.

Be COURAGES in cutting out the stock when certain criteria are satisfied.
Technical analysis is your friend, not your enemy. My 2 sen opinion.
Title: Re: My investments are kaput.
Post by: k33keong on April 20, 2015, 08:43:47 AM
Years ago, I trust fundamental analysis very much. Now no more. No matter how good a stock is, so long as it is on the downtrend and below 150MA, just sell or if not selling, do not top up the investment. When there is a sign of turning, start monitor and when the uptrend is fairly obvious, then go in and invest. Chances of failure isvery much reduced.
Of course, dividends payout is just as important as the announcement of dividends pay out usually affect the technical behaviour.
Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 09:00:48 AM
from my experience with you, you problem lies in your tendency of looking too much on the summary of past results, past share price. I notice when we talk about any shares, first thing you do is dig out summary past results and spam it all over to judge the company.

All financial results can be adjusted by the accountants to suit the management needs, I can ask my accountant to give me any profit/loss I want, whether my business really make those profit/loss does not matter, they have magic. So, if you continue to invest in a company based on summary of financial results alone, you are looking for disaster.

You will be surprised, normally I avoid companies with good results over a long period of time. Why ?

1. Company with good results but unrealistic based on business environment they operate in

Management is not very honest, avoid at all cost. There will be a lot of goreng... you can take a ride during the goreng but make sure u take profit fast or cut loss, and do not keep for too long.

2. Company is really a good company with real good results

Management is honest in their reporting, business is really doing well. It is very safe to invest in this type of company but for this type of company share price already factored in their performance. Even before any results is announced, insiders and big players have first hand info. Since share price already factored in their performance long-long ago, therefore upsides are normally limited. Some of you may be happy with 4-5% annual dividends ( no matter how good, they wont be far from FD rate )... that's fine but this kind of investment wont take you anywhere.


For me, u want to make big money... invest in a company that is not doing well BUT with good management that is about to turn the company around. Once it turns around, u hit a big winner





Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 09:06:37 AM
Technical analysis is your friend, not your enemy. My 2 sen opinion.

My opinion is, technical analysis is also a recipe for disaster. Every single syndicates, conman knows how to do technical analysis.. sometimes they can make it so attractive, they have money and manpower to manipulate. Once all the TA freaks think they hit jackpot and start to lump in... its game over. That is why you see more people losing money in share market than winning money.

Just follow my system, you will never lose money for long run. Even if lose, it will be minimal.
Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 09:10:44 AM
MOST important rule is.. do not chase when there is a goreng, is either you are already on it or you missed it. Do not chase any goreng, not even for those turn around counters I choose. A lot of people lose money in GSB because they chase goreng. Goreng are not real and not sustainable.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 10:13:34 AM
My biggest % losses occur in those stocks which were bought at bargain prices.

Obviously, these bargains turned out not to be bargains after all.

I must have made big mistakes in assessing the quality and valuing these stocks.

Investing in stocks remain challenging and one need to be extremely careful.

Never chase a stock.   Yet, there were many instances when the stock prices continue to rise unabated.

Yes, there were also instances when the stock prices contracted precipitously too.

Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 10:23:48 AM
Actually it is not difficult, its all about FUTURE.

if stock continue to go up non-stop, just forget it. There are so many other counters, so many other opportunities why want to put your money at risk chasing run-away counters ?

My biggest % losses occur in those stocks which were bought at bargain prices.

Obviously, these bargains turned out not to be bargains after all.

I must have made big mistakes in assessing the quality and valuing these stocks.

Investing in stocks remain challenging and one need to be extremely careful.

Never chase a stock.   Yet, there were many instances when the stock prices continue to rise unabated.

Yes, there were also instances when the stock prices contracted precipitously too.


Title: Re: My investments are kaput.
Post by: Gladiator on April 20, 2015, 10:29:32 AM
Holding onto some counters for too long, when the fundamentals had deteriorated - thinking / hoping these will turnaround.

These were among some of the big losses.   :(

A counter dropped 90% and I am still holding it.   :(



Holding onto GSB for too long finally regret ???

The problem with you is you keep criticize my idol wombie88 who promoted IFCAmsc at 60 sen

http://www.investlah.com/forum/index.php/topic,67286.0.html

Now IFCAmsc trade at RM1.66 would have give you more than 100% profit less than a year.

The profit is there not some imaginary one. Don't listen to the wrong advice and don't attack the wrong person.

 :handshake: :handshake: :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 10:38:40 AM
Holding onto GSB for too long finally regret ???

The problem with you is you keep criticize my idol wombie88 who promoted IFCAmsc at 60 sen

http://www.investlah.com/forum/index.php/topic,67286.0.html

Now IFCAmsc trade at RM1.66 would have give you more than 100% profit less than a year.

The profit is there not some imaginary one. Don't listen to the wrong advice and don't attack the wrong person.

 :handshake: :handshake: :handshake:




I believe I did. 

But look at the valuation.



Paying a PE of 189× to own this stock. 
Tbis happened in the 2000 tech bubble.

How business sensible is this?  :)

SELL quickly to profit from Mr. MARKET.  Don't fall folly to him.  :D
Title: Re: My investments are kaput.
Post by: Gladiator on April 20, 2015, 10:57:28 AM


I believe I did. 

But look at the valuation.




I sold all beginning of April where GST sentiment at it peaks but I do not expect IFCAmsc still have leg to reach new high.

Sometimes sentiment and good profit can push a share price reach high PE. Or maybe Wombie88 did have insider information.

 :handshake: :handshake: :handshake:



Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 11:03:09 AM
I sold all beginning of April where GST sentiment at it peaks but I do not expect IFCAmsc still have leg to reach new high.

Sometimes sentiment and good profit can push a share price reach high PE. Or maybe Wombie88 did have insider information.

 :handshake: :handshake: :handshake:







I distinguish my investing from my speculating.

I am long term into stocks.

I invest regularly.

I reinvest my dividends.

I stay with good quality growth companies.





Just in the long run, hopefully I am more right than wrong.

Yes, no method is full proof; my method too.
Title: Re: My investments are kaput.
Post by: andylol on April 20, 2015, 11:05:57 AM
mine one ard drop 70%...  :sweat:
Title: Re: My investments are kaput.
Post by: ahbah on April 20, 2015, 11:06:04 AM


I believe I did. 

But look at the valuation.


Your valuation is an obstruction for U to pick superstars and make super profit in the market ?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 11:08:10 AM
I have relooked at my portfolio of stocks.

Truly, without some pruning, the portfolio does not look good.

I will need to take out the razor to do some severe slashing to trim the portfolio into great shape again.



Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 11:09:37 AM
I have relooked at my portfolio of stocks.

Truly, without some pruning, the portfolio does not look good.

I will need to take out the razor to do some severe slashing to trim the portfolio into great shape again.







Hopefully, the market allows me to get out of these "weeds" at a reasonable price, attenuating my losses.   :( :cash:
Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 11:21:52 AM
If other people can see future in other counters, nothing wrong with that. If wombie makes a lot of money, good for him. If someone else earn 200% or even 1000% and I don't earn anything, what is wrong with that ? I don't lose anything either. I do not have to copy his investment or any other people investment... its my money, same goes to you, wombie or anyone else... you don't have to listen to anyone. So many people criticize my GSB, I am still holding on to it, I have no problem with it, even though I have not taken any profit out of it.

Trouble with you, you always think I will envy others making money, I wont.  Just because you always envy and regret, it does not mean I will do the same. It is just money, I do not put my emotions into my trading and investment.


Holding onto GSB for too long finally regret ???

The problem with you is you keep criticize my idol wombie88 who promoted IFCAmsc at 60 sen

http://www.investlah.com/forum/index.php/topic,67286.0.html

Now IFCAmsc trade at RM1.66 would have give you more than 100% profit less than a year.

The profit is there not some imaginary one. Don't listen to the wrong advice and don't attack the wrong person.

 :handshake: :handshake: :handshake:

Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 11:36:02 AM
trouble is most of you are just too emotional and full of greed and envy. Just let it go. Lost money, Win money... don't think about it. Think about what stock to buy to make money.

When you see other people make money you feel envy...
When you see other people make loss, you feel proud that you don't lose money...
When you see goreng share run away, miss the boat feel regret for not buying...
When buy and hit jackpot, win a lot of money... you laugh all the way to the bank...
When after sell, share continue go up, you become greedy sad because not making more money...
When After buy, share kept on dropping, you felt stupid, regret for buying and not cut loss fast enough...
... and on and on...

How are you people going to focus to choose the next counter to make money if you spend all your time being emotional ?
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 20, 2015, 11:41:46 AM
My investment is in good shape. Buy a stock that you don't think you will sell unless unexpected circumstances.  8)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 11:46:48 AM
trouble is most of you are just too emotional and full of greed and envy. Just let it go. Lost money, Win money... don't think about it. Think about what stock to buy to make money.

When you see other people make money you feel envy...
When you see other people make loss, you feel proud that you don't lose money...
When you see goreng share run away, miss the boat feel regret for not buying...
When buy and hit jackpot, win a lot of money... you laugh all the way to the bank...
When after sell, share continue go up, you become greedy sad because not making more money...
When After buy, share kept on dropping, you felt stupid, regret for buying and not cut loss fast enough...
... and on and on...

How are you people going to focus to choose the next counter to make money if you spend all your time being emotional ?




 :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 11:47:44 AM
My investment is in good shape. Buy a stock that you don't think you will sell unless unexpected circumstances.  8)


 :thumbsup:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 20, 2015, 11:50:39 AM
trouble is most of you are just too emotional and full of greed and envy. Just let it go. Lost money, Win money... don't think about it. Think about what stock to buy to make money.

When you see other people make money you feel envy...
When you see other people make loss, you feel proud that you don't lose money...
When you see goreng share run away, miss the boat feel regret for not buying...
When buy and hit jackpot, win a lot of money... you laugh all the way to the bank...
When after sell, share continue go up, you become greedy sad because not making more money...
When After buy, share kept on dropping, you felt stupid, regret for buying and not cut loss fast enough...
... and on and on...

How are you people going to focus to choose the next counter to make money if you spend all your time being emotional ?

When you stock didn't move much after many years, you start to stalk the companies female CEO....  :innocent:
Ok, John, I'm kidding!!!  :giggle:
Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 11:59:00 AM
When you stock didn't move much after many years, you start to stalk the companies female CEO....  :innocent:
Ok, John, I'm kidding!!!  :giggle:

Stock don't move, I just go for holiday. I visited so many place in the world in the last 2-3 years... well if u want to stalk female CEO, just make sure you don't end up in the lokap.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 12:01:46 PM
GSB

One day GSB might turn out to be a good investment.

However, the last 4 or 5 years, it was not.

How long should you wait?


I thought JM promoted this stock to goreng the market.

He said it would go up to 20 sen and when this seemed possible, he actually declared the next target price to be $2.00 in the near term; that was during the time when GSB was rising in price quickly.



Title: Re: My investments are kaput.
Post by: Oly Shyte on April 20, 2015, 12:12:39 PM
GSB

One day GSB might turn out to be a good investment.

However, the last 4 or 5 years, it was not.

How long should you wait?


I thought JM promoted this stock to goreng the market.

He said it would go up to 20 sen and when this seemed possible, he actually declared the next target price to be $2.00 in the near term; that was during the time when GSB was rising in price quickly.




John was overconfident. When the financial result turned out to be negative at one point, he blamed account frauds. I will not truly invest GSB in a long run until I'm convinced with the financial status and earnings.  :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 12:16:50 PM
John was overconfident. When the financial result turned out to be negative at one point, he blamed account frauds. I will not truly invest GSB in a long run until I'm convinced with the financial status and earnings.  :)


John was overconfident and from my observation and personal assessment, less than honest. 

He was going for the jugular when he put the target price @ $2.00.


 :(



But, I wish to focus on the topic related to my thread.
Title: Re: My investments are kaput.
Post by: Gladiator on April 20, 2015, 01:15:03 PM
When you stock didn't move much after many years, you start to stalk the companies female CEO....  :innocent:
Ok, John, I'm kidding!!!  :giggle:

This is so obvious John Master is after the CEO, that's why he don't really care when GSB share price go down he just go holiday with the CEO.

John Master even buy gold fish for the CEO that's why John Master say looking at the gold fish will tell you something...

 :heart: :heart: :heart:

Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 01:39:53 PM
How many transactions, that is, buying and selling should be optimal to manage my portfolio in a year?

How many stocks should I be holding in my portfolio?  (Warren Buffett said, holding the 7th stock in the portfolio will most likely lower one's returns.  I think he was referring to enterprising investors.)

How big or small should each of these transactions be, relative to the total value of the portfolio?  ? MIN 3%  ? MAX 50%.

What should be my asset allocation today - % to stock, % to cash?



Title: Re: My investments are kaput.
Post by: Oly Shyte on April 20, 2015, 02:04:02 PM

John was overconfident and from my observation and personal assessment, less than honest. 

He was going for the jugular when he put the target price @ $2.00.


 :(



But, I wish to focus on the topic related to my thread.

Classic thumb rule? Never trust a salesman?  :shake:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 20, 2015, 02:04:39 PM
This is so obvious John Master is after the CEO, that's why he don't really care when GSB share price go down he just go holiday with the CEO.

John Master even buy gold fish for the CEO that's why John Master say looking at the gold fish will tell you something...

 :heart: :heart: :heart:


I thought it was arowana? No?  :shake:
Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 03:50:12 PM
It was just unfortunate that GSB did not launch all their projects 4 years ago, if they launched their projects 4 years ago.. 20sen would have been achieved long ago. I was just unfortunate that they did not lunch their projects until now. Now that projects closed to RM 1 billion already in the pipeline, some already launched, 20sen is a sure thing already. I am not looking to sell at 20sen because I believe it can go much much higher, my criteria to sell my GSB is based on its business size, not its share price.

You people still don't understand my concept of investment, I enter and exit a counter based on the company business condition, not based on its share price, so whether it is a 20sen, 30sen 10sen... they have no meanings to me. I will only consider selling some of my GSB once they launched all their RM 1 billion worth of projects and all the profits from those projects are reported in their accounts.

GSB

One day GSB might turn out to be a good investment.

However, the last 4 or 5 years, it was not.

How long should you wait?


I thought JM promoted this stock to goreng the market.

He said it would go up to 20 sen and when this seemed possible, he actually declared the next target price to be $2.00 in the near term; that was during the time when GSB was rising in price quickly.




Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 03:53:05 PM
It is not the share price I am after, it is the business size I am after.  Got it ? ... by the time GSB sales goes up to RM 1billion and profits up to hundreds of million, it does not matter RM1, RM2, RM5 or 20sen or even 5sen... then only I will consider sell or keep. There is no target price, I put 20sen last time just to satisfy some of you people who wants a number, based on a very low PE.


John was overconfident and from my observation and personal assessment, less than honest. 

He was going for the jugular when he put the target price @ $2.00.


 :(



But, I wish to focus on the topic related to my thread.

Title: Re: My investments are kaput.
Post by: johnmaster on April 20, 2015, 03:54:18 PM
It is very hard to talk to you people, we are from different class of investor. Just like a professional like doctor, talking to kids playing doctor.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 20, 2015, 04:00:43 PM
This forum is not free of cheats and sly snake oil salesmen, looking for a quick kill and exit with gains from poor newbies.


My difficulty is actually in selling a stock.

When should I be selling?

In the short term, it is rather difficult to know how the stock price will be.

It is better to stay focus on the business of the company.

In the long term, the price will reflect the fundamentals of the company.

Here is the difficult part.

Having owned the stock, I tend to be biased.

I tended to look for evidences that confirm that I have made the right decision.

Often, the evidence not supporting my decision were trivialised or downplayed as temporary.

A quarter of bad results turned into another and another, and I was still holding onto the stock.

As if, hoping for some change in the fortune of this stock.  

These are biases I would need to overcome (possession bias and confirmation bias).


Title: Re: My investments are kaput.
Post by: cockcroach on April 20, 2015, 07:32:10 PM
This forum is not free of cheats and sly snake oil salesmen, looking for a quick kill and exit with gains from poor newbies.


My difficulty is actually in selling a stock.

When should I be selling?

In the short term, it is rather difficult to know how the stock price will be.

It is better to stay focus on the business of the company.

In the long term, the price will reflect the fundamentals of the company.

Here is the difficult part.

Having owned the stock, I tend to be biased.

I tended to look for evidences that confirm that I have made the right decision.

Often, the evidence not supporting my decision were trivialised or downplayed as temporary.

A quarter of bad results turned into another and another, and I was still holding onto the stock.

As if, hoping for some change in the fortune of this stock.  

These are biases I would need to overcome (possession bias and confirmation bias).




3 i,

Need to be nimble and agile when investing.
When you see your stock is a wrong choice, even loss at 20% also cut to weed out the sickness. Dont hang on to it like stuck with superglue.
Then, swap to another stock that you have studied and believe in its fundamentals
Title: Re: My investments are kaput.
Post by: cockcroach on April 20, 2015, 07:36:29 PM
3 i,

Need to be nimble and agile when investing.
When you see your stock is a wrong choice, even loss at 20% also cut to weed out the sickness. Dont hang on to it like stuck with superglue.
Then, swap to another stock that you have studied and believe in its fundamentals

Cannot be stubborn
Title: Re: My investments are kaput.
Post by: king on April 20, 2015, 08:03:50 PM
This forum is not free of cheats and sly snake oil salesmen, looking for a quick kill and exit with gains from poor newbies.


My difficulty is actually in selling a stock.

When should I be selling?

In the short term, it is rather difficult to know how the stock price will be.

It is better to stay focus on the business of the company.

In the long term, the price will reflect the fundamentals of the company.

Here is the difficult part.

Having owned the stock, I tend to be biased.

I tended to look for evidences that confirm that I have made the right decision.

Often, the evidence not supporting my decision were trivialised or downplayed as temporary.

A quarter of bad results turned into another and another, and I was still holding onto the stock.

As if, hoping for some change in the fortune of this stock.  

These are biases I would need to overcome (possession bias and confirmation bias).




愿賭就要服輸

为何怨天尤人
Title: Re: My investments are kaput.
Post by: Dorky on April 20, 2015, 09:18:14 PM

Here is the difficult part.

Having owned the stock, I tend to be biased.

I tended to look for evidences that confirm that I have made the right decision.

Often, the evidence not supporting my decision were trivialised or downplayed as temporary.

A quarter of bad results turned into another and another, and I was still holding onto the stock.

As if, hoping for some change in the fortune of this stock.  

These are biases I would need to overcome (possession bias and confirmation bias).


Fall not in love with stocks.
Tis what I learn as a trader.

Fall not in love with profits.
Tis what I learn as an experienced trader.
Title: Re: My investments are kaput.
Post by: Dorky on April 20, 2015, 09:23:32 PM
Market no crash and yet 3i already gone mad.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 20, 2015, 10:38:55 PM

I tended to look for evidences that confirm that I have made the right decision.


You really should be placing your money in FD.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 21, 2015, 02:53:43 AM
It is very hard to talk to you people, we are from different class of investor. Just like a professional like doctor, talking to kids playing doctor.

That's what everyone is trying to tell you John.

You have talk a lot, but not one analyst recommend a buy for gsb. Until today, it's just another penny stock like the many others.

You quoted a lot of things to convince people that gsb will be tomorrow's mah sing, but ultimately figures and results speak for itself.
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 04:28:16 AM
If you no longer trust the company based on it's business, growth, earnings or stock price, cut your losses immediately even if it hurts and it's all to avoid further losses.  8)
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 07:02:21 AM
Haha.....


LG.....armada is back in show....



Coming to be over 20% profit today :)




That's what everyone is trying to tell you John.

You have talk a lot, but not one analyst recommend a buy for gsb. Until today, it's just another penny stock like the many others.

You quoted a lot of things to convince people that gsb will be tomorrow's mah sing, but ultimately figures and results speak for itself.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 07:12:31 AM
You really should be placing your money in FD.


 :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 07:12:58 AM
If you no longer trust the company based on it's business, growth, earnings or stock price, cut your losses immediately even if it hurts and it's all to avoid further losses.  8)


 :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 07:22:35 AM
If you no longer trust the company based on it's business, growth, earnings or stock price, cut your losses immediately even if it hurts and it's all to avoid further losses.  8)


Trust  ... this is subjective.


Anyway, we are subjected to the vicissitudes of the stock market.   I have bought a company at a certain price and the price actually halved 2 months later.   I bought a lot more due to my conviction.  This company over the next 9 years returned a 10 bagger.

If you do not hold onto your stocks long term, you are unlikely to own these multi-baggers of Peter Lynch types.

Maybe you are suggesting some sort of tactical asset allocation to each such stock based on their valuation - selling some when you perceive the valuation to be high and buying more when the valuation is low.  It is a difficult strategy to employ, only easy at the extremes of its valuation range.

Yes, sell the losers.  These are stocks that have deteriorating fundamentals which are not easy to remedy by the management.  To not do so leads to greater losses in the future. In other words, cut the losses or get out of harms way.   

Also, to sell the underperformers too.  These are stocks that are still delivering positive returns but not much better than risk free interest rates, and with no prospect of better returns in the near or distant future.   Sell these to reinvest into better stocks.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 07:29:11 AM
I need to educate myself a lot more on the types of businesses that have DCA.

I would need to spend time studying the various business sectors in the business world.

Some sectors are easier to make money compared to others.

The philosophy that I employ are more suited to certain types of stocks in certain sectors.

Cyclicals are difficult to play, needing the skill to invest at the right time and to get out at the right time.

I like stocks that I can buy and hold forever.   

But my strategy and ability so far has been disastrous.
Title: Re: My investments are kaput.
Post by: johnmaster on April 21, 2015, 07:50:44 AM
You know what is the difference between analyst and me ? I see far ahead into the future to "see" company growth, analyst write what people likes to read based on history and past events. They also includes fancy stuff like charts which claims to show this and that and therefore target price is RMX.XX. So all the readers will go and chase till RMX.XX . For m,e I just tell people, just buy at certain stage and wait for the company to grow to a certain stage. from infant stage to matured stage, share price will be adjusted accordingly. I don't give a target price RMX.XX for people to chase to benefit myself.

I make a mistake last time by giving a target 20sen ( I was reluctant to give target price at first ) because people kept on pressuring me that time, since goreng was going to happen that time, I did exactly what analyst did, give a target based on historical data and charts. Unfortunately it did not did not achieve 20sen that time, it hit 16sen from 5 sen, that's more than 300%.  Most of the analyst target are also never achieved , difference is that I got attacked but analyst don't. Thinking about last time, when I mention 20sen, share price did rise from 5 sen to 16sen.. which is already more than 300% gain. Trouble is those people was busy attacking me at 5sen and only starts to chase at 16sen, after more than 300% rise. That time GSB go up because purely because of goreng, business has not grown

yet, surely wont sustain and will surely will drop back. If GSB has launch all their projects back then, I am sure it would easily cross 20sen and beyond and stay there when GSB business stage is in higher stage. Even though I know it will fall but I did not sell my GSB shares because I am very firm with my investment strategies. You must think I am crazy BUT you must be firm otherwise you will be a lalang, neither here nor there. My strategy on GSB is based on business growth stage, so I stick to it. Other counters I will apply different strategies..

Yep different way of thinking. But surely everyone can understand, I buy GSB based on growth stage and recommend it based on that basis. I enter at the baby stage and will exit only when they are matured.

GSB is still at its baby stage, now it is moving into its teenage stage. Once it reaches its matured stage, regardless of share price... I will surely take some profits. At this stage ( current ), there is no selling from me because not time yet. That's why when people ask me my target price, my target is not share price but business life stage.

I dont wan to give target price anymore. If I give goreng price, people who chase will surely blame me, just like last time when GSB was goreng from 5 sen to 16sen. Instead of buyng at 5sen they bought at 16sen. Lets say suddenly GSB is being goreng from 10sen to XX sen, when goreng is completed those people enter late will surely lose money and blame me for sure.

What I can tell you is that, when GSB is fully grown matured, with sales over RM 1 billion and profits more than hundreds of million... it will not be 10sen for sure, it will be significantly higher for sure, at least by few folds.

just now u mention MahSing.. Mah Sing was exactly like GSB when they first started. Do you remember last time Mah Sing was a plastic manufacturer. They were not doing well that time when they decide to venture into property development, with virtually ZERO experience in property development, however with people with good vision. At least GSB enter the property market with 40 years top class experience from Sima Group. With that I believe GSB will do better in the future.

That's what everyone is trying to tell you John.

You have talk a lot, but not one analyst recommend a buy for gsb. Until today, it's just another penny stock like the many others.

You quoted a lot of things to convince people that gsb will be tomorrow's mah sing, but ultimately figures and results speak for itself.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 08:13:41 AM
You know what is the difference between analyst and me ? I see far ahead into the future to "see" company growth, analyst write what people likes to read based on history and past events. They also includes fancy stuff like charts which claims to show this and that and therefore target price is RMX.XX. So all the readers will go and chase till RMX.XX . For m,e I just tell people, just buy at certain stage and wait for the company to grow to a certain stage. from infant stage to matured stage, share price will be adjusted accordingly. I don't give a target price RMX.XX for people to chase to benefit myself.

I make a mistake last time by giving a target 20sen ( I was reluctant to give target price at first ) because people kept on pressuring me that time, since goreng was going to happen that time, I did exactly what analyst did, give a target based on historical data and charts. Unfortunately it did not did not achieve 20sen that time, it hit 16sen from 5 sen, that's more than 300%.  Most of the analyst target are also never achieved , difference is that I got attacked but analyst don't. Thinking about last time, when I mention 20sen, share price did rise from 5 sen to 16sen.. which is already more than 300% gain. Trouble is those people was busy attacking me at 5sen and only starts to chase at 16sen, after more than 300% rise. That time GSB go up because purely because of goreng, business has not grown

yet, surely wont sustain and will surely will drop back. If GSB has launch all their projects back then, I am sure it would easily cross 20sen and beyond and stay there when GSB business stage is in higher stage. Even though I know it will fall but I did not sell my GSB shares because I am very firm with my investment strategies. You must think I am crazy BUT you must be firm otherwise you will be a lalang, neither here nor there. My strategy on GSB is based on business growth stage, so I stick to it. Other counters I will apply different strategies..

Yep different way of thinking. But surely everyone can understand, I buy GSB based on growth stage and recommend it based on that basis. I enter at the baby stage and will exit only when they are matured.

GSB is still at its baby stage, now it is moving into its teenage stage. Once it reaches its matured stage, regardless of share price... I will surely take some profits. At this stage ( current ), there is no selling from me because not time yet. That's why when people ask me my target price, my target is not share price but business life stage.

I dont wan to give target price anymore. If I give goreng price, people who chase will surely blame me, just like last time when GSB was goreng from 5 sen to 16sen. Instead of buyng at 5sen they bought at 16sen. Lets say suddenly GSB is being goreng from 10sen to XX sen, when goreng is completed those people enter late will surely lose money and blame me for sure.

What I can tell you is that, when GSB is fully grown matured, with sales over RM 1 billion and profits more than hundreds of million... it will not be 10sen for sure, it will be significantly higher for sure, at least by few folds.

just now u mention MahSing.. Mah Sing was exactly like GSB when they first started. Do you remember last time Mah Sing was a plastic manufacturer. They were not doing well that time when they decide to venture into property development, with virtually ZERO experience in property development, however with people with good vision. At least GSB enter the property market with 40 years top class experience from Sima Group. With that I believe GSB will do better in the future.



Looks like we cannot let GSB rest.

Buyers of properties look for developers who are financially strong.  A strong balance sheet.

At best, GSB looks like a big debt ridden company at present, undertaking all these projects.

If it made it, it would be fine. 

If not, it would be kaput too.

Remember Duta Yap in the collapse of the housing industry a few decades ago.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 08:16:10 AM
In the present stock market, valuation is rich.

It is difficult to find a deeply undervalued great stock to put cash to work.

I suppose it is timely to either sit still (stay in cash, like ttb) or just trade short-term (non-seriously).

Title: Re: My investments are kaput.
Post by: johnmaster on April 21, 2015, 08:46:58 AM
GSB big debt ridden ? u on drugs or what ? GSB bank borrowing will still be less than RM50 million even after all those prime land purchase. All those new land purchase ( Shah Alam and 52 acres Bentong ) are in prime location and all already ready to launch once launched, profits from Shah Alam alone will be at least 50 million or more, far more than the RM40 million spent to buy both the lands. You see, you go again on strong balance sheet... you are looking again at the past.

Strong balance sheet will come in the future, not the past. Now u know your trouble, why you lose money ? u failed to see into the future.

Don't even need to talk about those new projects with the current G Residence alone, we are talking about RM60 million profit. Klang project is also launching.


Looks like we cannot let GSB rest.

Buyers of properties look for developers who are financially strong.  A strong balance sheet.

At best, GSB looks like a big debt ridden company at present, undertaking all these projects.

If it made it, it would be fine. 

If not, it would be kaput too.

Remember Duta Yap in the collapse of the housing industry a few decades ago.

Title: Re: My investments are kaput.
Post by: k33keong on April 21, 2015, 08:50:27 AM
I see Johnmaster hit me at Technical analysis.

He claimed that TA made a lot of people lost in the stock market.

To me, this is not true. TA has taught us what is "stop loss". Disciplined investors know what is stop loss, but not the greedy punters. And that is THE DIFFERENCE.

In the market today, those making small profits many times a year, many of them have depended on TA.
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 08:52:03 AM
马来亚银行最新研究报告指出,柔佛南部经济特区依斯干达的房地产已经供过于求,并提醒有意进场的买家必须小心,以防当地出现房地产泡沫。

依斯干达特区至今总共吸引了大约380亿美元的投资,当中45%已落实。自2006年开发以来,这里成了新加坡人投资房地产的热点。

马来亚银行最新的研究报告指出,自去年中开始,依斯干达房地产需求已显著放缓。

不过当地房地产供应量今年和明年还将大增,2012年及2013年施工单位同比都激增了18%。

这份报告也指出,由于中国大陆和香港发展商在依斯干达拥挤区大量囤积房产用地,供过于求的现象还将进一步恶化,为当地楼市带来更多不确定因素和风险。
- CH8/CA



ww.channelnewsasia.com/news/business/international/caution-advised-on/1790094.html
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 08:53:00 AM
WAS ON SINGAPORE TV NEWS YESTERDAY.......................



GONE.........................



GONE...........................




Caution advised on Iskandar residential, commercial property: Maybank


SINGAPORE: The property oversupply situation in Iskandar Malaysia, Johor, is "likely to get worse before it gets better", said Maybank Investment Bank's research wing in a report, with property values in an increasingly crowded development space possibly declining over the medium term.

In a research note issued by the Malaysian bank on Tuesday (Apr 14) urged investors to be cautious about the region, noting that property transactions and prices in Iskandar have been dropping.

The value of property transactions in Johor had fallen by 33 per cent quarter-on-quarter in the Q4 2014, underperforming the country (-7 per cent) and other major cities such as Kuala Lumpur (-12 per cent) and Penang (8 per cent).

Property prices in Johor were also weaker than that of other cities, with the House Price Index (HPI) contracting 1 per cent quarter-on-quarter. In contrast, property prices in the whole of Malaysia dropped 0.2 per cent, the research paper said.


Residential and commercial property transaction values plunged 42 per cent and 43 per cent on-quarter in the fourth quarter 2014, respectively, compared to the 4 per cent dip by industrial properties.

"The latest statistics reaffirm our view that industrial properties are a better investment choice in Iskandar due to the relocation of small medium enterprises (SMEs) from Singapore and its relatively limited supply as compared to residential and commercial properties," Maybank said.

OVERSUPPLY AN ISSUE

The research note said that Malaysian developers have scaled back their launches and shifted their product mix to avoid direct competition with Chinese developers, and have lowered sales expectations for their projects at Iskandar.

"Judging from the number of approved high-rise projects, the Iskandar property market could be hit by too much supply of high-rise mixed development projects if there is still no coordinated planning and control - this will induce price volatility," Maybank analyst Wong Wei Sum said in the research.

"The oversupply situation will be exacerbated by the huge incoming supply in 2015/2016, where units under construction have risen 18 per cent year-on-year in 2012 and 2013, respectively."

"AGGRESSIVE" LAND GRAB BY CHINESE DEVELOPERS

The research note also raised concerns about "aggressive landbanking activities" by Chinese developers in the already-crowded Iskandar region.

"Without coordinated planning and control, this could aggravate the oversupply situation and induce price wars, especially in the high-rise mixed development segment."


For instance, Shanghai-based Greenland Holdings Group recently expanded its foothold in the space with the acquisition of a 128-acre freehold land in the south of Bandar Baru Permas Jaya. This was after its first purchase of 14 acres of land in Danga Bay in 2014. The company is also looking to acquire about 1,200 to 1,400 acres of industrial land near the Tanjung Langsat Industrial Complex, according to Maybank.

"If this materialises, Greenland will emerge as one of the largest land owners in Iskandar with a total landbank of 1,342 acres and it would pose strong competition to the local developers," the report said.

RECLAMATION PROJECT PRESENT "HIGH ELEMENT OF RISK"

Maybank also said it is "cautious" over "massive land reclamation" in Iskandar.

Reclamation works spanning 3,425 acres for the Forest City project has been given the green light from the Development of Environment. The development will spread over a 30-year period, and will consist of four man-made islands reclaimed in four phases.

"The execution and planning of such reclamation projects is complex, especially Forest City, and carry elements of risk and uncertainty. Hence, developers' financial positions are paramount; else we may see projects being abandoned or price wars initiated to clear inventories or reduce sales risks by the developers," Maybank said.

"More importantly, the failure of any of these projects could erode buyers' confidence and perception on Iskandar."


As such, the bank said it remains cautious on property exposure in Iskandar, instead preferring developers with exposure in the Klang Valley and Penang.

Klang Valley, in particular, is preferred because of the upcoming KVMRT and LRT lines, and potential KL-Singapore high-speed rail project, which will end at Bandar Malaysia, Maybank said.

More importantly, the strong population growth potential in Greater KL and Klang Valley - a possible 40 per cent increase to 10 million by 2020 - offers more sustainable demand for properties, it added.
Title: Re: My investments are kaput.
Post by: ahbah on April 21, 2015, 08:55:36 AM
In the present stock market, valuation is rich.

It is difficult to find a deeply undervalued great stock to put cash to work.

I suppose it is timely to either sit still (stay in cash, like ttb) or just trade short-term (non-seriously).



YOU ARE NOT ALONE

Another day has gone
 I'm still all alone
 How could this be
 You're not here with me
 You never said goodbye
 Someone tell me why
 Did you have to go
 And leave my world so cold

 Everyday I sit and ask myself
 How did love slip away
 Something whispers in my ear and says
 That you are not alone
 For I am here with you
 Though you're far away
 I am here to stay

 But you are not alone
 For I am here with you
 Though we're far apart
 You're always in my heart
 But you are not alone

 'Lone, 'lone
 Why, 'lone

 Just the other night
 I thought I heard you cry
 Asking me to come
 And hold you in my arms
 I can hear your prayers
 Your burdens I will bear
 But first I need your hand
 Then forever can begin

 Everyday I sit and ask myself
 How did love slip away
 Something whispers in my ear and says
 That you are not alone
 For I am here with you
 Though you're far away
 I am here to stay

 For you are not alone
 For I am here with you
 Though we're far apart
 You're always in my heart
 For you are not alone

 Whisper three words and I'll come runnin'
 And girl you know that I'll be there
 I'll be there

 You are not alone
 For I am here with you
 Though you're far away
 I am here to stay
 For you are not alone
 For I am here with you
 Though we're far apart
 You're always in my heart

 For you are not alone
 For I am here with you
 Though you're far away
 I am here to stay

 For you are not alone
 For I am here with you
 Though we're far apart
 You're always in my heart

For you are not alone...

http://www.jango.com/music/Michael+Jackson?l=0
Title: Re: My investments are kaput.
Post by: johnmaster on April 21, 2015, 08:57:54 AM
Just for you, I just check.. last year GSB paid only RM298,000 for interest payment. You call GSB debt ridden company ? We are talking a company with RM 1 billion worth of project in the pipeline, paying RM298,000 for bank loan interest. That is an extreamly strong company.


Looks like we cannot let GSB rest.

Buyers of properties look for developers who are financially strong.  A strong balance sheet.

At best, GSB looks like a big debt ridden company at present, undertaking all these projects.

If it made it, it would be fine. 

If not, it would be kaput too.

Remember Duta Yap in the collapse of the housing industry a few decades ago.

Title: Re: My investments are kaput.
Post by: johnmaster on April 21, 2015, 08:59:27 AM
In the past my staff uses alof of those, it depends on how fast you are, whether u are ahead of behind. Majority will lose money from it.

I see Johnmaster hit me at Technical analysis.

He claimed that TA made a lot of people lost in the stock market.

To me, this is not true. TA has taught us what is "stop loss". Disciplined investors know what is stop loss, but not the greedy punters. And that is THE DIFFERENCE.

In the market today, those making small profits many times a year, many of them have depended on TA.
Title: Re: My investments are kaput.
Post by: king on April 21, 2015, 09:01:09 AM
In the present stock market, valuation is rich.

It is difficult to find a deeply undervalued great stock to put cash to work.

I suppose it is timely to either sit still (stay in cash, like ttb) or just trade short-term (non-seriously).



                                          :handshake: :handshake: :handshake:
Title: Re: My investments are kaput.
Post by: johnmaster on April 21, 2015, 09:06:36 AM
ok.. time to leave for airport now.. I am going for another holiday.
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 09:23:35 AM
ok.. time to leave for airport now.. I am going for another holiday.


btw ENJOY YOUR HOLIDAY...



PS....i planning now to go gold coast in the month of july :D :D :D :D
Title: Re: My investments are kaput.
Post by: DR KIM on April 21, 2015, 09:28:25 AM
this  is  bursa  market  .. must  adapt  to it  !

THROWWWWWWWWWWWWWWW  to  DRAIN  your  KAPUT  VALUE  INVESTINGG  on Bluecheat@chip

this  is  the way to make lui  :clap: :clap: :clap: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 10:56:20 AM
this  is  bursa  market  .. must  adapt  to it  !

THROWWWWWWWWWWWWWWW  to  DRAIN  your  KAPUT  VALUE  INVESTINGG  on Bluecheat@chip

this  is  the way to make lui  :clap: :clap: :clap: :thumbsup:


Yes, KIM is prolific in his writing in this forum.

"****** stocks are the way to go," cries Dr. KIM.

I have got your message loud and clear.

Had also looked into this too.


Some fallacies:

Many investors mistakenly think that the best way to find the next 10 bagger stock is to buy "penny stocks."  Unfortunately, this rarely works out well. 

The fact of the matter is that many penny stocks are extremely risky.  Many of these companies are in such bad shape; with low standards and may also lack of liquidity. 

The penny stock markets are full of scams and frauds.  Even investlah is not exempted from these activities.

The "demon" artificially hype a particular stock allowing shares to be told to "investors".  Once the shares reach a certain point, the scam's insiders unload their positions and the price comes crashing down.  ("Pump and dump scam.)



Other stocks to avoid:

Out-of-the -money options

Leveraged ETFs

(Ref:  Motley Fools)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 11:26:29 AM
Which sectors are best to discover companies with durable competitive advantage?

Financials
Consumer staples
Consumer discretionary
Materials
Industrials
Telecommunications
Energy
Utilities
Health care
CASH


 :think: 



99% of investors do not know what they are doing in the stock market, and underperforms the index.   Maybe, I should seriously be buying a low cost index linked mutual funds for the long term, and be happy with it.   



Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 12:21:25 PM
I need to educate myself a lot more on the types of businesses that have DCA.

I would need to spend time studying the various business sectors in the business world.

Some sectors are easier to make money compared to others.

The philosophy that I employ are more suited to certain types of stocks in certain sectors.

Cyclicals are difficult to play, needing the skill to invest at the right time and to get out at the right time.

I like stocks that I can buy and hold forever.   

But my strategy and ability so far has been disastrous.
My strategy is simple for fundamentals, FOLLOW THE BIG GUNS!

(https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQttOZMnOrT0LjWa3HMoVDrJLfaf3fAkiSpl3hRi7UwdVHAXn8A)
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 12:23:44 PM
But my strategy and ability so far has been disastrous.

Yeah, right.
Those 10-baggers you got helped to buffer some disaster, not?


Must be ruthlessly business-minded.
Even CFA qualification cannot replace such mentality.
No need to trust.
Business sense rulez all if dabble in FA.

At first I also want to be an investor following Warren *******'s style, but now I see the disaster that it brought even to 3i, I don't want lor. :giggle:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 12:28:31 PM
Yeah, right.
Those 10-baggers you got helped to buffer some disaster, not?


Must be ruthlessly business-minded.
Even CFA qualification cannot replace such mentality.
No need to trust.
Business sense rulez all if dabble in FA.

At first I also want to be an investor following Warren *******'s style, but now I see the disaster that it brought even to 3i, I don't want lor. :giggle:
No need to idolize Warren Buffet or Benjamin Graham philosophies too much. Be the pioneer and not the worshipper!  :clap: :thumbsup:
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 12:30:04 PM
Maybe 31 is telling the truth.

Last time he was so eager and impatient to get in even though prices remain high.
Probably cannot control his urges and simply get all in as prices dropped a bit.
Then later on price dropped some more.
And even more.
And he found his timing is too early, much too early, and would have served a much better purpose if waited longer.
Now in order to recover prices must go back to previous high.
But if the next 10 years there's a shift in economic paradigm, then today's loss may get worse and stay on for 10 years.
Then within this 10 years 3i will be emotionally bothered with questions on whether he should sell or buy more.
Sell, or buy more.
"I cannot sleep."
Title: Re: My investments are kaput.
Post by: sj7953 on April 21, 2015, 12:32:37 PM
Which sectors are best to discover companies with durable competitive advantage?

Financials
Consumer staples
Consumer discretionary
Materials
Industrials
Telecommunications
Energy
Utilities
Health care
CASH


 :think: 



99% of investors do not know what they are doing in the stock market, and underperforms the index.   Maybe, I should seriously be buying a low cost index linked mutual funds for the long term, and be happy with it.   



consumer staples  :)
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 12:34:19 PM
All cyclical companies that don't have the privilege of being defensive with consistent income flow no matter good times or bad, needs to find competitive advantage.
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 12:35:57 PM
Defensive companies that have their own competitive advantage may not be due to their own merit but due to external economic merit.
Thus valuing such companies should pay more attention to the external environment.
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 12:37:09 PM
Telekom loh! Dorky also using UNIFI who...  :D :thumbsup:
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 12:40:04 PM
Telekom loh! Dorky also using UNIFI who...  :D :thumbsup:

No unifi.
Only streamyx @ 1MB.
Why?
Because at higher speed would not lead to more productivity.
My 1MB speed is just right for the level of work that I do, since I seldom watch videos (except documentaries) nor download videos (expect hot steamy wet Jav).
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 12:42:22 PM
No unifi.
Only streamyx @ 1MB.
Why?
Because at higher speed would not lead to more productivity.
My 1MB speed is just right for the level of work that I do, since I seldom watch videos (except documentaries) nor download videos (expect hot steamy wet Jav).
Understandable.  :handshake:

Me cannot 1MB and using currently using 10mbps because too many movies not to be wasted on the internet...  :D :thumbsup: :handshake:
Title: Re: My investments are kaput.
Post by: king on April 21, 2015, 12:47:20 PM

1 thing I dun understand,

3i only bot blue chips,

And assuming he bot at around highest when ci was around 1890.

Now ci is around all time high again, how come his blue chips still lost so badly like what he groaned??
Title: Re: My investments are kaput.
Post by: Gladiator on April 21, 2015, 12:47:48 PM
ok.. time to leave for airport now.. I am going for another holiday.

Those who bought GSB at 13 sen onward have contribute for JM holiday.

 :clap: :clap: :clap:
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 12:55:35 PM
I see 3i no longer entertain my comments.
Maybe he is really * his wounds.
Last time when he mentioned briefly about CFA and said I was a sour grape for talking down on CFA, I already smelt something could be wrong with his investment.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 21, 2015, 12:56:34 PM
1 thing I dun understand,

3i only bot blue chips,

And assuming he bot at around highest when ci was around 1890.

Now ci is around all time high again, how come his blue chips still lost so badly like what he groaned??

Correct. The only explanation is he also speculation, just that he keep quiet all the time.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 21, 2015, 12:57:14 PM
Maybe, I should seriously be buying a low cost index linked mutual funds for the long term, and be happy with it.   


Put your money in FD.
Title: Re: My investments are kaput.
Post by: master wahsing on April 21, 2015, 01:37:22 PM
This talking rubbish....where got stock fall below 50% the last 52 wks ?

Also whats more where got every stock u hold fall below 50% leh ?

Put it this way....raider says....if u have cabut all your position.....the last 52 wks and without getting back in.....u will be cursing & regretting for your rest of your life loh...!!

ASIABIO

FROM 25 TO 1OCENTS...
Title: Re: My investments are kaput.
Post by: Lotus48 on April 21, 2015, 01:55:27 PM
1 thing I dun understand,

3i only bot blue chips,

And assuming he bot at around highest when ci was around 1890.

Now ci is around all time high again, how come his blue chips still lost so badly like what he groaned??

many blue cheat investors got burnt by armada, parkson, mhhb....
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 04:15:32 PM
Put your money in FD.


 :D :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 04:19:09 PM
Sell the losers and the underperformers.

I have to be patient.

Patience is needed for big returns in investment.

I have to diligently look for a great stock at a good bargain to put cash to work.

It probably is going to be difficult for this period.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 04:24:22 PM
My strategy is simple for fundamentals, FOLLOW THE BIG GUNS!

(https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQttOZMnOrT0LjWa3HMoVDrJLfaf3fAkiSpl3hRi7UwdVHAXn8A)


Yes, this is also a good strategy.

I did just that the last market sell down.

DLady was sold down in the market to $41.00.

But I did not buy DLady.

I bought another. 

Buying DLady would have returned 17% to date.

Lucky me,  this stock has returned 37.5% over a short period.

However, it is not a stock to be held for the long term.

This is small consolation. 
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 04:26:27 PM
consumer staples  :)


These stocks are less volatile.   :thumbsup:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:01:29 PM

Looks like we cannot let GSB rest.

Buyers of properties look for developers who are financially strong.  A strong balance sheet.

At best, GSB looks like a big debt ridden company at present, undertaking all these projects.

If it made it, it would be fine. 

If not, it would be kaput too.

Remember Duta Yap in the collapse of the housing industry a few decades ago.

Like I've said earlier, if the company can show me realistic growth in terms of business, stock price and earnings, I don't mind buying it at a slightly higher price and just gamble something dirt cheap and kowtow to a clueless ridiculous salesmen from neverland.  :innocent:

In other words the salesmen might talk the talking but I rather walk the walking.  8)
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:11:24 PM
ok.. time to leave for airport now.. I am going for another holiday.
Enjoy your holidays with MAS or AIRASIA!  ;) :sweat:

(http://www.kualalumpurpost.net/wp-content/uploads/2013/05/mas-vs-airasia.jpg)
(http://cdn3.whatculture.com/wp-content/uploads/2014/06/gulp.gif)   :S
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 05:16:05 PM
3i should be a trader, thus would not have sleepless nights.
Or else, you see the global economic news, you would almost *** in your underwear.
Grexit lah, Japanese diaper user more than working adults lah, Chinese grow old before grow rich lah, US decline lah, shipping index historic low lah, etc etc, that by the time the crisis is certain, the portfolio would have taken another 50% drop.
Sell, or buy more.
"I cannot sleep."
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 05:17:30 PM
(http://cdn3.whatculture.com/wp-content/uploads/2014/06/gulp.gif)   :S

Ini muka jenis "I cannot sleep" punya ni.
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:17:41 PM

Trust  ... this is subjective.


Anyway, we are subjected to the vicissitudes of the stock market.   I have bought a company at a certain price and the price actually halved 2 months later.   I bought a lot more due to my conviction.  This company over the next 9 years returned a 10 bagger.

If you do not hold onto your stocks long term, you are unlikely to own these multi-baggers of Peter Lynch types.

Maybe you are suggesting some sort of tactical asset allocation to each such stock based on their valuation - selling some when you perceive the valuation to be high and buying more when the valuation is low.  It is a difficult strategy to employ, only easy at the extremes of its valuation range.

Yes, sell the losers.  These are stocks that have deteriorating fundamentals which are not easy to remedy by the management.  To not do so leads to greater losses in the future. In other words, cut the losses or get out of harms way.   

Also, to sell the underperformers too.  These are stocks that are still delivering positive returns but not much better than risk free interest rates, and with no prospect of better returns in the near or distant future.   Sell these to reinvest into better stocks.
I have a good sense that you no longer trust certain companies in your portfolio. Nothing's hard, just do the lover thing, BREAKUP and find other TRUSTED partner!  8)
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:23:59 PM
many blue cheat investors got burnt by armada, parkson, mhhb....
While some "investlah genious" here will reminds us on how "early birds catches the worm", bear in mind that "the second mouse gets the cheese too!"  :giggle:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:27:08 PM
I see Johnmaster hit me at Technical analysis.

He claimed that TA made a lot of people lost in the stock market.

To me, this is not true. TA has taught us what is "stop loss". Disciplined investors know what is stop loss, but not the greedy punters. And that is THE DIFFERENCE.

In the market today, those making small profits many times a year, many of them have depended on TA.
TA is SO important to me and some of us here, more important than to think what color does your spouse wearing inside her t-shirt right now!  :nod: :-[
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:29:52 PM
Sell the losers and the underperformers.

I have to be patient.

Patience is needed for big returns in investment.

I have to diligently look for a great stock at a good bargain to put cash to work.

It probably is going to be difficult for this period.


Let me assist you if you ever needed me. A friend in need is a friend indeed?!  :nod:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 05:35:06 PM
Let me assist you if you ever needed me. A friend in need is a friend indeed?!  :nod:


 :handshake:
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 05:40:47 PM
Kesian 3i.
He has no experience in TA but now read the "usefulness" of TA and start dabble in it and go back to square one (because he doesn't understand TA at its fundamental sense) and will probably make another round of losses just like the old days.
DON'T!
Stick to your FA style.
Just improve on your mentality from being an investor to being a savvy business man, albeit a highly flexible savvy business man that can join or quit a mature business in split minute.
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:44:40 PM
Kesian 3i.
He has no experience in TA but now read the "usefulness" of TA and start dabble in it and go back to square one (because he doesn't understand TA at its fundamental sense) and will probably make another round of losses just like the old days.
DON'T!
Stick to your FA style.
Just improve on your mentality from being an investor to being a savvy business man, albeit a highly flexible savvy business man that can join or quit a mature business in split minute.
BIG GUNS also never keep their investment on certain particular stocks for a long period loh, so why da hell, we as the average investor must leh?  :D
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 05:45:58 PM
Wow...

Me need help too....


What the tp for bjcorp?


LCTH too....move...move...stop...stop....


Luckily I always busy, orelse everyday see see then sell sell...



Got the right stock make little little
0.35 bought 9mths ago

Let me assist you if you ever needed me. A friend in need is a friend indeed?!  :nod:
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 05:47:49 PM
BIG GUNS also never keep their investment on certain particular stocks for a long period loh, so why da hell, we as the average investor must leh?  :D

3i followed Warren Bluffer too much, until what Bluffer said is all taken as god-spoken.
So when Bluffer said must hold tight tight and hard ah, until water come out, 3i will follow the advice diligently.
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 21, 2015, 05:54:09 PM
Wow...

Me need help too....


What the tp for bjcorp?


LCTH too....move...move...stop...stop....


Luckily I always busy, orelse everyday see see then sell sell...



Got the right stock make little little
0.35 bought 9mths ago

Anything about VT, nothing excites nor related with my investment.  ;)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 21, 2015, 06:22:23 PM
Buffett is still the best investor who ever lived.

Be humble, learn from Buffett.




Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 06:31:48 PM
Buffett ultimately leads to kaput.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 21, 2015, 06:32:51 PM
Buffett is still the best investor who ever lived.

Be humble, learn from Buffett.






Buffett is not doing as well as he did previously.
Title: Re: My investments are kaput.
Post by: kayyong on April 21, 2015, 06:37:46 PM
   I think buffet a good investor.I really not thinking
he is greatest investor.He is really rich.
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 06:38:04 PM
Buffett is no longer practicing what he preached.
He is now a crony capitalist.
Of course crony in the US la, not necessarily mean if a crony must be in Malaysia.
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 06:42:09 PM
TA is SO important to me and some of us here, more important than to think what color does your spouse wearing inside her t-shirt right now!  :nod: :-[



So if I learn I can see what others inside too? :D
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 06:45:09 PM
LCTH.....not VT ler....




Anything about VT, nothing excites nor related with my investment.  ;)
Title: Re: My investments are kaput.
Post by: Dorky on April 21, 2015, 06:46:10 PM


So if I learn I can see what others inside too? :D

If you learn, others can also see what your spouse wear inside too.
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 06:47:05 PM
Buffett is not doing as well as he did previously.



Difference in market....



Bursa u don't use WB style....




In china u use WB style u die flat flat tooo....
Title: Re: My investments are kaput.
Post by: eye-hub on April 21, 2015, 06:49:10 PM
If you learn, others can also see what your spouse wear inside too.


That is noooooooooo goooood....


Must learn from superman then...




By first wear my underwear outside.....
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 21, 2015, 06:53:42 PM


Difference in market....



Bursa u don't use WB style....




In china u use WB style u die flat flat tooo....

Financial textbooks are written by the Americans based on the US Stock market.

Then to sell their financial textbooks worldwide and to exert global influence, the Americans claim their theories can be applied everywhere too.

Meaning the same method to value Microsoft, Coca Cola, Walmart is the same to measure Ifcamsc, Power Root and Parkson.

Without the ability to adapt Americans theories locally is the main reason why 3i investment kaput.
Title: Re: My investments are kaput.
Post by: BenjaminButton on April 21, 2015, 08:21:24 PM
GSB

One day GSB might turn out to be a good investment.

However, the last 4 or 5 years, it was not.

How long should you wait?


I thought JM promoted this stock to goreng the market.

He said it would go up to 20 sen and when this seemed possible, he actually declared the next target price to be $2.00 in the near term; that was during the time when GSB was rising in price quickly.


Which mean JM has not really worked the mathematical growth model when he was promoting GSB. Or could it be "some" intention to getting the crowds to jump into buying spree for ...
Title: Re: My investments are kaput.
Post by: BenjaminButton on April 21, 2015, 08:26:22 PM

Looks like we cannot let GSB rest.

Buyers of properties look for developers who are financially strong.  A strong balance sheet.

At best, GSB looks like a big debt ridden company at present, undertaking all these projects.

If it made it, it would be fine. 

If not, it would be kaput too.

Remember Duta Yap in the collapse of the housing industry a few decades ago.


I don't think there are many who could remember Duta Yap. The burnt player will forever leave the market when they see their scar.
Title: Re: My investments are kaput.
Post by: melabur on April 21, 2015, 10:36:46 PM
must be patient. go holiday and relax. take time your time.  :clap: :clap:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 22, 2015, 12:26:01 AM
LCTH.....not VT ler....




I was referring to BJCORP.  :nod:
Title: Re: My investments are kaput.
Post by: melabur on April 22, 2015, 10:14:05 AM
just dont think so much.. because its gonna slowly kill u in the end..


Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 23, 2015, 12:56:39 PM
I must still remain rational in my thinking and in my decision making.

Even in time of calamities, keeping a rational approach is still extremely important.

Title: Re: My investments are kaput.
Post by: Oly Shyte on April 23, 2015, 01:57:15 PM
LCTH.....not VT ler....




Sorry, I thought you're asking BJ Corp (blow jo...).  :-[
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 23, 2015, 02:03:48 PM
If you learn, others can also see what your spouse wear inside too.
Lu pon kurang cerdik....

TA is SO important to me and some of us here, more important than to think what color does your spouse wearing inside her t-shirt right now!
U fahamkah my meaning? Learning TA is more important than thinking what color does your spouse wearing inside her t-shirt!!! Ala fahamkah?  :emo:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 23, 2015, 02:05:31 PM
Which mean JM has not really worked the mathematical growth model when he was promoting GSB. Or could it be "some" intention to getting the crowds to jump into buying spree for ...
My guessing was the ones in bold.....  :innocent:
Title: Re: My investments are kaput.
Post by: ahbah on April 23, 2015, 03:24:49 PM
Should You Sell in May and Go Away?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 27, 2015, 03:41:18 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:






Stress test your portfolio. 

Can your portfolio withstand the 50% market crash?
Title: Re: My investments are kaput.
Post by: stockraider on April 27, 2015, 03:44:27 PM


Stress test your portfolio. 

Can your portfolio withstand the 50% market crash?

It is not the portfolio loh......!!
Whether your finance can withstand 50% crash mah.....!!
Title: Re: My investments are kaput.
Post by: king on April 27, 2015, 03:52:17 PM


start talking 50% ody

AIYOHHHHHHHHHHHHHHHH
Title: Re: My investments are kaput.
Post by: ikan besar on April 27, 2015, 04:02:31 PM
all red red red

like red little robbin hoot



 :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew:
Title: Re: My investments are kaput.
Post by: king on April 27, 2015, 04:03:42 PM
all red red red

like red little robbin hoot



 :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew:

ANG ANG BOH HAI LANG.

 :P :P :P :P :P :P :P :P :P :P
Title: Re: My investments are kaput.
Post by: kittima on April 27, 2015, 06:14:09 PM
all red red red

like red little robbin hoot



 :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew:

Beh hor sei...... :sweat:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 27, 2015, 06:19:59 PM
Just when you thought it's cheap, it became cheaper.

Those analysts sweet talk like the bintang palace girls, promote their stocks say this one very hor sei, that one very ken chao, must heong heong buay.

Then next moment all the stocks ang ang like ang ku kuay.

How loh, all teoh tuck cannot come out :(


Title: Re: My investments are kaput.
Post by: kittima on April 27, 2015, 06:27:42 PM
Just when you thought it's cheap, it became cheaper.

Those analysts sweet talk like the bintang palace girls, promote their stocks say this one very hor sei, that one very ken chao, must heong heong buay.

Then next moment all the stocks ang ang like ang ku kuay.

How loh, all teoh tuck cannot come out :(




Lui teoh tuck, Lang bor lat........
Title: Re: My investments are kaput.
Post by: ahbah on April 27, 2015, 08:56:43 PM
Ignore the records! This may the perfect time to trim stocks .
Title: Re: My investments are kaput.
Post by: Dorky on April 27, 2015, 10:19:31 PM

Stress test your portfolio. 

Can your portfolio withstand the 50% market crash?

I am STALKING YOUUUUU...!!!

By right, you should ask what causes your portfolio to allow a 50% decline.
Why do you wait that long to suffer such loss.
What are the rationale.
Are the rationale justified/logical/reasonable/business-sensical.
Why do you think a good stock (assuming it is good) would suffer that much loss.
What could possibly cause a good stock (assuming it is good) to suffer that much loss.
Should you tolerate such causes.
What will happen if you continue to tolerant such causes.
Title: Re: My investments are kaput.
Post by: eye-hub on April 27, 2015, 10:42:32 PM
I won't be so rude  :emo: :emo: :emo:



Sorry, I thought you're asking BJ Corp (blow jo...).  :-[
Title: Re: My investments are kaput.
Post by: eye-hub on April 27, 2015, 10:44:37 PM
No everyday is Sunday lah ...


Haizzzzzz.....red red :'(


all red red red

like red little robbin hoot



 :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew: :phew:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 28, 2015, 12:04:28 AM
Ignore the records! This may the perfect time to trim stocks .
Now only you realised kah?  :shake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 28, 2015, 06:16:42 AM
I am STALKING YOUUUUU...!!!

By right, you should ask what causes your portfolio to allow a 50% decline.
Why do you wait that long to suffer such loss.
What are the rationale.
Are the rationale justified/logical/reasonable/business-sensical.
Why do you think a good stock (assuming it is good) would suffer that much loss.
What could possibly cause a good stock (assuming it is good) to suffer that much loss.
Should you tolerate such causes.
What will happen if you continue to tolerant such causes.



 :thumbsup:

Why do losses appear?   
Title: Re: My investments are kaput.
Post by: ahbah on April 28, 2015, 08:42:35 AM
Now only you realised kah?  :shake:

Small kids like me who is still learning the ABC of stocks lah.
Title: Re: My investments are kaput.
Post by: Dorky on April 28, 2015, 09:29:28 AM


 :thumbsup:

Why do losses appear?   

Because you buy and hold, that's why losses appear.
Title: Re: My investments are kaput.
Post by: Dorky on April 28, 2015, 10:09:25 AM
When an investor wants to do value-investing, and yet he also talk about earning between 15% to 25% return every year, has the investor ever asked himself personally and intimately about where exactly will the 15% to 25% return come from?

As for 3i, where do you think your 15% target annual return will come from?
1. How many types of return are there? Price, dividend, anything else?
2. Where do you expect this 15% (to 25%) annual return will come from which type of return?
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 28, 2015, 11:42:58 AM
Small kids like me who is still learning the ABC of stocks lah.
Aiyah...kampong boy mah!  :giggle:  :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 28, 2015, 12:11:38 PM
When an investor wants to do value-investing, and yet he also talk about earning between 15% to 25% return every year, has the investor ever asked himself personally and intimately about where exactly will the 15% to 25% return come from?

As for 3i, where do you think your 15% target annual return will come from?
1. How many types of return are there? Price, dividend, anything else?
2. Where do you expect this 15% (to 25%) annual return will come from which type of return?



Please educate me.  Yours humbly.   
Title: Re: My investments are kaput.
Post by: eye-hub on April 28, 2015, 12:38:13 PM
I  buy  and HOLE  tooo.....

I bought armada.....

Saw it went to to rm1.20....

Drop back rm1.10.....

Up again to rm1.28....

Down again to rm1.23....



HOLE....HOLE (hold) til rm2.00 then take out of the book :P

Because you buy and hold, that's why losses appear.
Title: Re: My investments are kaput.
Post by: Dorky on April 28, 2015, 01:27:54 PM

Please educate me.  Yours humbly.   

You will need to answer these questions first, because they will reveal your investing approach and where it got wrong.

1. How many types of return are there? Price, dividend, anything else?
2. Where do you expect this 15% (to 25%) annual return will come from which type of return?
Title: Re: My investments are kaput.
Post by: Dorky on April 28, 2015, 01:30:55 PM
I  buy  and HOLE  tooo.....

I bought armada.....

Saw it went to to rm1.20....

Drop back rm1.10.....

Up again to rm1.28....

Down again to rm1.23....



HOLE....HOLE (hold) til rm2.00 then take out of the book :P


You should sell @ 1.20, buy @ 1.10, sell again @ 1.28, buy again @ 1.23, and sell out @2.00.  :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 28, 2015, 01:49:00 PM
You will need to answer these questions first, because they will reveal your investing approach and where it got wrong.

1. How many types of return are there? Price, dividend, anything else?
2. Where do you expect this 15% (to 25%) annual return will come from which type of return?


Can someone provide Dorky her answers.   

I don't know the answers.


Title: Re: My investments are kaput.
Post by: Dorky on April 28, 2015, 01:56:37 PM

Can someone provide Dorky her answers.   

I don't know the answers.


Then I don't need explain further.
Since you don't even know the basics.
Go buy an Investing 101 book and do some study.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 28, 2015, 02:46:23 PM
Then I don't need explain further.
Since you don't even know the basics.
Go buy an Investing 101 book and do some study.



Please recommend a title for me to educate myself.   Thanks in advance. :handshake:
Title: Re: My investments are kaput.
Post by: Dorky on April 28, 2015, 02:54:42 PM


Please recommend a title for me to educate myself.   Thanks in advance. :handshake:

You can re-read those Investing 101 books in your private library over and over again until you truly understand.

And if you indeed truly understand, you will still fail.
Because if you can succeed, the authors would be filthy rich already from investing.
What I know, is too advanced for stuck up people.
Title: Re: My investments are kaput.
Post by: DR KIM on April 28, 2015, 02:58:12 PM
Quote from: iiinvestsmart link=topic=69819.msg1386827#msg1386827 date=1430203583 :thumbsup: :thumbsup:


Please recommend a title for me to educate myself.   Thanks in advance. :handshake:

-  Bear in mind  , this  is  BURSA  Malaysia -  the unique  & weird  market in the  world  ... :speechless:.

oso  a  GOLD  MINE  to those PUNTING  cheap PENNY  &  WARRANTSSS... ;) :) :) :) :thumbsup: :thumbsup:

SO  THROWWWWW  YOU  KAPUT  'VALUE  INVESTING ' INTO  DRAIN @  LONG_KANG  !! :giggle: :giggle:
Title: Re: My investments are kaput.
Post by: cockcroach on April 28, 2015, 03:17:43 PM
You should sell @ 1.20, buy @ 1.10, sell again @ 1.28, buy again @ 1.23, and sell out @2.00.  :D


Easier said than done
Title: Re: My investments are kaput.
Post by: ikan besar on April 28, 2015, 03:19:29 PM

Easier said than done

Cockcroach , u r still the best player

u know when to hide and when to appear

when the light is off  , that is the time u come out

during day time very bright , nowhere u be seen

a perfect playing skill of Bursak

hor leow, hor geng ahhhhhhhhhhhhhhhhhhhhhhhhhhhhh
Title: Re: My investments are kaput.
Post by: king on April 28, 2015, 03:22:43 PM

WU SI KII

WU SI LOH

................
Title: Re: My investments are kaput.
Post by: DR KIM on April 28, 2015, 04:11:19 PM
-  Bear in mind  , this  is  BURSA  Malaysia -  the unique  & weird  market in the  world  ... :speechless:.

oso  a  GOLD  MINE  to those PUNTING  cheap PENNY  &  WARRANTSSS... ;) :) :) :) :thumbsup: :thumbsup:

SO  THROWWWWW  YOU  KAPUT  'VALUE  INVESTING ' INTO  DRAIN @  LONG_KANG  !! :giggle: :giggle:

 :D :D :D :D..value  investinggg ?  cehhhhhhhhhhhhhhhhh ;)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 28, 2015, 04:27:24 PM
You can re-read those Investing 101 books in your private library over and over again until you truly understand.

And if you indeed truly understand, you will still fail.
Because if you can succeed, the authors would be filthy rich already from investing.
What I know, is too advanced for stuck up people.



Good luck to u.    :D
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 28, 2015, 04:36:14 PM
3i, I strongly recommend you to rethink "buy low => hold => sell high".

You keep asking everyone to do that, you will injured yourself and others.



Title: Re: My investments are kaput.
Post by: DR KIM on April 28, 2015, 04:40:08 PM


Good luck to u.    :D

cehhhhhhhhhhhhh  that  value investingg  -  very grandma old  fashioned  liao -  snail phased  !!

TRADE  TO  WIN   :clap: :clap: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 07:58:37 AM
You can re-read those Investing 101 books in your private library over and over again until you truly understand.

And if you indeed truly understand, you will still fail.
Because if you can succeed, the authors would be filthy rich already from investing.
What I know, is too advanced for stuck up people.


Dorky, please be humble.    :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 08:04:34 AM
cehhhhhhhhhhhhh  that  value investingg  -  very grandma old  fashioned  liao -  snail phased  !!

TRADE  TO  WIN   :clap: :clap: :thumbsup:



Please reveal  your next 20 completed buy and sell transactions prospectively (and in private to me, if you so wish).   Then we can discuss on this point further.

How is Richard doing in his trading portfolio?

Raider is doing great.

SS is also doing great.

JM is holding on.

Dorky is a black box at moment.

 :)

Title: Re: My investments are kaput.
Post by: ongchef on April 29, 2015, 08:06:34 AM
cehhhhhhhhhhhhh  that  value investingg  -  very grandma old  fashioned  liao -  snail phased  !!

TRADE  TO  WIN   :clap: :clap: :thumbsup:
:D :D :D,,,,,,,,,,,,,,,,,,,cehhhhHHhh!!!..............there r certain thing right at the rite time,rite at the wrong time,wrong at the rite time,just ride the tide,not against!!! :thumbsup: :clap: :clap: :clap:
Title: Re: My investments are kaput.
Post by: ongchef on April 29, 2015, 08:10:14 AM
 :D :D :D.............ardore good hero banker,WB mislead ,control n sapu your $$$ for what he is today,no real sifu ever born b4!!! :D :D :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 08:12:05 AM
Quote from: ongchef link=topic=69819.msg1387024# :handshake:msg1387024 date=1430265994
:D :D :D,,,,,,,,,,,,,,,,,,,cehhhhHHhh!!!..............there r certain thing right at the rite time,rite at the wrong time,wrong at the rite time,just ride the tide,not against!!! :thumbsup: :clap: :clap: :clap:



Are u a mini Buffett already?    :handshake: :)
Title: Re: My investments are kaput.
Post by: ongchef on April 29, 2015, 08:16:24 AM
Quote from: iiinvestsmart link=topic=69819.msg1387028#msg1387028 date=143026632
Are u a mini Buffett already?    :handshake: :)
[/quote
:D :D :D.............not need to be him to have repatiation in afterworld ;), better look upon bill gates dont think of take moniess away from ,it is my honest opinion only!!!, :) :handshake: :handshake: :handshake:
Title: Re: My investments are kaput.
Post by: ongchef on April 29, 2015, 08:19:46 AM
 :D :D :D............Bill gave opinion on business prospect not direct or indirect even to his self interest,not Wayang Buffalo!! ;) :handshake: :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 08:22:40 AM
[quote author=iiinvestsmart link=topic=69819.msg1387028#msg1387028 date=143026632
Are u a mini Buffett already?    :handshake: :)
 :D :D :D.............not need to be him to have repatiation in afterworld ;), better look upon bill gates dont think of take moniess away from ,it is my honest opinion only!!!, :) :handshake: :handshake: :handshake:

Yes.

Be charitable.


Firstly to yourself.

Next to your wife and children.

Next to your family members.

Next to your near community.

Next to the broader community.


Please be generous with your time, deeds and money too.

 :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 09:55:40 AM
My stocks are on fire today.    :(
Title: Re: My investments are kaput.
Post by: DR KIM on April 29, 2015, 10:00:41 AM
My stocks are on fire today.    :(

ABANDON  your  value  investing  to  LONG_KANG @drain   !!

JOIN  the  SHIP  of  LUSTER-NEXGRAM   !! :clap: :clap: :thumbsup: :cash: :cash: :) :) 8)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:08:24 AM
ABANDON  your  value  investing  to  LONG_KANG @drain   !!

JOIN  the  SHIP  of  LUSTER-NEXGRAM   !! :clap: :clap: :thumbsup: :cash: :cash: :) :) 8)



DR KIM

What is value investing?   

Please ask raider.   His investing and my investing are not exactly the same.   :) :handshake:
Title: Re: My investments are kaput.
Post by: king on April 29, 2015, 10:11:33 AM
My stocks are on fire today.    :(

Icon ??
Title: Re: My investments are kaput.
Post by: DR KIM on April 29, 2015, 10:17:06 AM


DR KIM

What is value investing?   

Please ask raider.   His investing and my investing are not exactly the same.   :) :handshake:

KOOL  IT , BABY  !!


Actually  we trade to WIN   -  Lets  join the  shape  potential to make  LUI  :cash: :cash: :cash:

NOW  >>  wellcome  ABOARD  NEXGRAM  &  LUSTER  SHIP   :cash: :cash: :cash: :thumbsup: :)

btw

PUT  Warrantss  -  reference  is  Mrs  Ah bah  @  Mr Optimus :headbang: :headbang: :giggle:  ( his best student )
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:22:43 AM

Dorky, please be humble.    :handshake:

You're pretentious.
You maintained a blog on investing, how is it possible that you can't even answer the 2 basic questions.
Even a genuine beginner would know, despite right or wrong.
So, 3i please be genuine.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:23:07 AM


Please reveal  your next 20 completed buy and sell transactions prospectively (and in private to me, if you so wish).   Then we can discuss on this point further.

How is Richard doing in his trading portfolio?

Raider is doing great.

SS is also doing great.

JM is holding on.

Dorky is a black box at moment.

 :)




 :cash:

KOOL  IT , BABY  !!


Actually  we trade to WIN   -  Lets  join the  shape  potential to make  LUI  :cash: :cash: :cash:

NOW  >>  wellcome  ABOARD  NEXGRAM  &  LUSTER  SHIP   :cash: :cash: :cash: :thumbsup: :)

btw

PUT  Warrantss  -  reference  is  Mrs  Ah bah  @  Mr Optimus :headbang: :headbang: :giggle:  ( his best student )
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:25:21 AM
You're pretentious.
You maintained a blog on investing, how is it possible that you can't even answer the 2 basic questions.
Even a genuine beginner would know, despite right or wrong.
So, 3i please be genuine.



Dorky,  please be very very humble.   :handshake:
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:28:35 AM


Dorky,  please be very very humble.   :handshake:

You be humble first.
Then you will see the humility of others.
And don't be pretentious.   :thumbsdown:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:40:35 AM
You be humble first.
Then you will see the humility of others.
And don't be pretentious.   :thumbsdown:


Dorky,  please be very very very humble.   :handshake:
Title: Re: My investments are kaput.
Post by: ongchef on April 29, 2015, 10:46:02 AM
 :D :D :D.....cehhhhhHHhh!!!......wether in blue 0r red ocean,win or lose is another love story read,most important must nice to play ,happy n healthy lar!!! :D :D :D :thumbsup: 8)
Title: Re: My investments are kaput.
Post by: DR KIM on April 29, 2015, 10:47:35 AM
:D :D :D.....cehhhhhHHhh!!!......wether in blue 0r red ocean,win or lose is another love story read,most important must nice to play ,happy n healthy lar!!! :D :D :D :thumbsup: 8)


 :) :) :D :D :D
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:22:44 AM

Dorky,  please be very very very humble.   :handshake:

The same is to you.
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 12:16:58 PM
i prefer...

read out report....

see company no isssue...

see company profit ok, management ok...

go drink tea, go starbucks....


do bit bit exercise....


buy sell buy sell very tiring


NOt my cup of tea:D :D :D :D :D



You should sell @ 1.20, buy @ 1.10, sell again @ 1.28, buy again @ 1.23, and sell out @2.00.  :D
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 12:26:56 PM
my father teach me very easy...

no need 101...103.....wb books....

if u buy in old town, u invest in old town...

so u boss of old town.....

as a boss u go around your 'shop'...

min. visit all shop around you....

see the workers, see if they work happy...

see the customers rate, see the foods finished or half touch...

see if they open new shop location etc...etc...

btw...i will not buy old town new....

the service....s..uck...food normal....nothing special...

if u buy dlady, go around how many ppl using...

how the price, go see how many ppl selling....

see the rate they order by seeing the expiry date..

look around what to invest everytime u travel around...

example in the time dec2014....

everyone talk about gst....gst...

so everyone need a computer + software....

soo at that time buy in the company providing the service..

just dont buy anything u do not know.....




Please recommend a title for me to educate myself.   Thanks in advance. :handshake:
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 12:29:04 PM
if really so easy...

i billionaire liao...



Easier said than done
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 12:39:34 PM
when u start investing...(in business i mean)

u must have fully, min.partially understand how to operate the business and knowing the nature of the business...

if u dont know the business will u invest?? (if u dont know the counter why u touch?)

u dont look at the daily turnover figure everyday...(need not care the up+down short term trend of the equities)...

let see u open shop with 200k  , rental shop, renovation, order inventories etc...etc...

you will only know if u can make it in 2 to 3 years time....to carry on business, expand or close shop...

in the process, u do marketing (research+review the equities)...



My stocks are on fire today.    :(
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 12:42:41 PM
The same is to you.



I feel sad you continue to communicate in this manner.  May I wish you well in your investing.   
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 01:03:14 PM
trust yourself....

learn from mistake...

not many will truly help u or guide u...

be your own sifu...


PS...if u read Chinese and use whatsapp, u can pm me your mobile number, i can provide u some reading :)




I feel sad you continue to communicate in this manner.  May I wish you well in your investing.   
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:01:53 PM


I feel sad you continue to communicate in this manner.  May I wish you well in your investing.   

Wish me well after you have recover over 100% of your 50% loss first la.
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 02:05:03 PM


I feel sad you continue to communicate in this manner.  May I wish you well in your investing.   
3i, which 2 stocks hit your portfolio the most?
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:06:02 PM
trust yourself....

learn from mistake...

not many will truly help u or guide u...

be your own sifu...


PS...if u read Chinese and use whatsapp, u can pm me your mobile number, i can provide u some reading :)



Ya lor, you should recommend 3i some good reading on investment 101. He really needs it.
Haiz, pity him. So old and after coming such a long way only to suffer loss in excess of 50%.  :'(
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:09:40 PM
3i, which 2 stocks hit your portfolio the most?

Evey claim that he makes, i.e. suffer 50% loss, don't know the answer, ask people to be humble, etc etc, are all, as he said about me, black box.

If you ask him which stock in his portfolio suffer over 50%, he cannot answer.
If you ask him why don't know the answer despite maintaining an investing blog, he cannot justify.
If you ask him which specific area that needs to be humble, he cannot specify.
Whatever he says, just take it with a pinch of salt.
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 02:14:43 PM
Evey claim that he makes, i.e. suffer 50% loss, don't know the answer, ask people to be humble, etc etc, are all, as he said about me, black box.

If you ask him which stock in his portfolio suffer over 50%, he cannot answer.
If you ask him why don't know the answer despite maintaining an investing blog, he cannot justify.
If you ask him which specific area that needs to be humble, he cannot specify.
Whatever he says, just take it with a pinch of salt.


I think this time he will answer this question. Very simple and straightforward:

3i, which 2 stocks hit your portfolio the most?
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:19:51 PM

I think this time he will answer this question. Very simple and straightforward:

3i, which 2 stocks hit your portfolio the most?

I can bet RM1,000 he will not answer directly to the point, but twist and turn to give a very indirect answer.

He is very proud of his investing approach, too proud, I would say. Way too proud. He should be humble, but judging by the lack of necessity to learn about any other investing/trading approaches due to his tremendous success with WB-style of investing, he doesn't find the need to.
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:26:40 PM
Thus, I don't believe he really suffered 50% loss. Or even close to it.
When he said his investment is kaput, he is acting like a christian evangelist; trying to convert you but not in a way that is too direct.
But he is not trying to convert religiously, but convert investment-ly, by saying his investment is kaput so that people would respond, "Ya lor, my investment is also kaput."
Then he will pull out his "bible" (investing bible, that is), and start to lecture on fundamentals, that if the fundamental remain intact, the price should be a bargain, etc, trying to make people think, "Ya, wor hor."
It's like christians trying to spread their religion by going house to house la. They don't say, "Convert to christianity NOW!" The will say, what is your life purpose, do you have direction in life, do you realize what is your purpose on earth, why do you suffer, etc etc and say Jesus loves you and say this and that, so people may go "Ya, wor hor."
But in 3i's case, is trying to make people go "Ya, wor hor" on WB-style investing.
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:29:31 PM
Because he has attempted different ways in the past and people still do punting, speculating, listening to dealer representative Mr. Khoo/Kam/Kau/etc, and suffer loss, and so he now tries a different way, an "evanglical" way.
Title: Re: My investments are kaput.
Post by: DR KIM on April 29, 2015, 02:31:55 PM
KOOL  IT , BABY  !!


Actually  we trade to WIN   -  Lets  join the  shape  potential to make  LUI  :cash: :cash: :cash:

NOW  >>  wellcome  ABOARD  NEXGRAM  &  LUSTER  SHIP   :cash: :cash: :cash: :thumbsup: :)

btw

PUT  Warrantss  -  reference  is  Mrs  Ah bah  @  Mr Optimus :headbang: :headbang: :giggle:  ( his best student )

huarttt arrrrrrrrrrrrrrrrrrrr :clap: :clap: :clap: :clap:
Title: Re: My investments are kaput.
Post by: master wahsing on April 29, 2015, 02:37:17 PM
huarttt arrrrrrrrrrrrrrrrrrrr :clap: :clap: :clap: :clap:
:D :D :D
Title: Re: My investments are kaput.
Post by: stockraider on April 29, 2015, 02:38:40 PM
Thus, I don't believe he really suffered 50% loss. Or even close to it.
When he said his investment is kaput, he is acting like a christian evangelist; trying to convert you but not in a way that is too direct.
But he is not trying to convert religiously, but convert investment-ly, by saying his investment is kaput so that people would respond, "Ya lor, my investment is also kaput."
Then he will pull out his "bible" (investing bible, that is), and start to lecture on fundamentals, that if the fundamental remain intact, the price should be a bargain, etc, trying to make people think, "Ya, wor hor."
It's like christians trying to spread their religion by going house to house la. They don't say, "Convert to christianity NOW!" The will say, what is your life purpose, do you have direction in life, do you realize what is your purpose on earth, why do you suffer, etc etc and say Jesus loves you and say this and that, so people may go "Ya, wor hor."
But in 3i's case, is trying to make people go "Ya, wor hor" on WB-style investing.

WB investing is good mah.....!!
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 02:49:00 PM
WB investing is good mah.....!!

Common sense la, no need to ref to WB.
Title: Re: My investments are kaput.
Post by: pearl_white on April 29, 2015, 02:57:47 PM
Some of you read Warrent Buttocks book like it is what?  answer to investing?

Get real la.

you know what is the different between Mr. buttocks, li-ka-sing, AK, kwok, Saarpooji, etc?  with the rest of us?

They invest in companies, but also have management control of those companies (behind closed doors lah via professionals) to nurture and grow them.... WHICH MEANS operational and strategic hands on with the company...that is the difference...

you guys here just playing stocks....like flipping a deck of cards....clerk work only...

this idiot here talking like inexperience employee...no wander still cannot understand 101....

go back to kindi la... :giggle:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 29, 2015, 03:23:11 PM

so u boss of old town.....

see the customers rate, see the foods finished or half touch...



so if I am the boss of karex, I have to see..... :D
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 29, 2015, 03:25:12 PM
Some of you read Warrent Buttocks book like it is what?  answer to investing?

Get real la.

you know what is the different between Mr. buttocks, li-ka-sing, AK, kwok, Saarpooji, etc?  with the rest of us?

They invest in companies, but also have management control of those companies (behind closed doors lah via professionals) to nurture and grow them.... WHICH MEANS operational and strategic hands on with the company...that is the difference...

you guys here just playing stocks....like flipping a deck of cards....clerk work only...

this idiot here talking like inexperience employee...no wander still cannot understand 101....

go back to kindi la... :giggle:

Not true. Li Kashing and W.B do not in day to day operations of the companies they control. Hello, they 80 years old already, where got energy and time to operate so many companies?
Title: Re: My investments are kaput.
Post by: pearl_white on April 29, 2015, 03:25:47 PM
(behind closed doors lah via professionals)

 :hi:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 29, 2015, 03:32:41 PM
In the context of KLSE, starting with the same amount of RM500,000 and over a same period of

1. one month
2. one year
3. 5 years

which method can make more money from KLSE? F.A or T.A ?
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 03:37:04 PM
BTW.....I stil got 51000 of CRIMSON in my account....

To bad image not allow here....

Or else show u all my position....

This is the lesson I paid.....

This one can not recover liao....



I can bet RM1,000 he will not answer directly to the point, but twist and turn to give a very indirect answer.

He is very proud of his investing approach, too proud, I would say. Way too proud. He should be humble, but judging by the lack of necessity to learn about any other investing/trading approaches due to his tremendous success with WB-style of investing, he doesn't find the need to.
Title: Re: My investments are kaput.
Post by: pearl_white on April 29, 2015, 03:37:54 PM
Go roll a dice, tabulate and choose.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 03:38:58 PM
I am getting a lot of bricks from so many.    :) :handshake:

Happy investing.  May good luck and fortune continue to shine upon all of you and I too.   :handshake:
Title: Re: My investments are kaput.
Post by: kittima on April 29, 2015, 03:42:23 PM
In the context of KLSE, starting with the same amount of RM500,000 and over a same period of

1. one month
2. one year
3. 5 years

which method can make more money from KLSE? F.A or T.A ?

1. one month T.A.
2. one year T.A.
3. 5 years F.A.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 29, 2015, 03:53:38 PM
I am getting a lot of bricks from so many.    :) :handshake:

Happy investing.  May good luck and fortune continue to shine upon all of you and I too.   :handshake:

Of course lah, The No.1 disciple of W.B actually lost 50%, sure will draw attention :D
BTW we are still curious what stocks sank your boat.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 03:54:00 PM
I am amazed at how humble raider is.

He has been a great asset in this forum.

He started in this forum with a mindset to improve his investing.

He has humbly leeched onto others.

He is also terribly smart.

Whatever his claims, he is super street smart.

He networks with a knowledgeable group, his Kim Quek, Tukang Tilik, & others.

He continues to hone his skills and knowledge.

A fantastic and brilliant chap indeed.

Ahem, and very humble too.


 :) :handshake:
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 03:55:55 PM
Ok.....karex

That business good...

Must drop by stores as 7-11 every time to see how sales....

Go oversea 1st thing to do is check all stores for supply...

I know karex got many many "style" got hairy hairy one....

Got bintang bintang one, glow in dark one etc etc....




so if I am the boss of karex, I have to see..... :D
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 04:05:04 PM
Ya loh....


How to kaput??



If kaput in dec2014 more like it....



Now no see got 20% drop....


No 20% drop ppl shout bear...




W...T....F....
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 04:07:23 PM
Everyone has an opinion, that's what makes the market.   :cash: :thumbsup:
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 04:12:44 PM
In the context of KLSE, starting with the same amount of RM500,000 and over a same period of

1. one month
2. one year
3. 5 years

which method can make more money from KLSE? F.A or T.A ?

Fa + ta
I proved it myself already in this 4 months(jan-april 2015)
Taken profit, 15% profit= 60k plus

When the counter has strong volume, i added more for trading
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 04:20:26 PM
Some of you read Warrent Buttocks book like it is what?  answer to investing?

Get real la.

you know what is the different between Mr. buttocks, li-ka-sing, AK, kwok, Saarpooji, etc?  with the rest of us?

They invest in companies, but also have management control of those companies (behind closed doors lah via professionals) to nurture and grow them.... WHICH MEANS operational and strategic hands on with the company...that is the difference...

you guys here just playing stocks....like flipping a deck of cards....clerk work only...

this idiot here talking like inexperience employee...no wander still cannot understand 101....

go back to kindi la... :giggle:


Not true. Li Kashing and W.B do not in day to day operations of the companies they control. Hello, they 80 years old already, where got energy and time to operate so many companies?


Investing is most rewarding when it is most business-like.


Don't ask a barber if you need a haircut.    :thumbsup: :cash:


WB philosophy is sound and time tested.   :cash:
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 04:21:35 PM
Sifu....where u stay....

Want lunch or dinner....

I want to learn, can?

I truly want to learn...

My profit less than 20k :'(


PS...stil paper gain some more, if crash u steel me kaput (because I buy and hole)



Fa + ta
I proved it myself already in this 4 months(jan-april 2015)
Taken profit, 15% profit= 60k plus

When the counter has strong volume, i added more for trading
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 29, 2015, 04:25:12 PM
I am getting a lot of bricks from so many.    :) :handshake:

Happy investing.  May good luck and fortune continue to shine upon all of you and I too.   :handshake:
Playing * and humble is a good strategy in order to know what ideologies, techniques and methods others been using. Great act bro.  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 04:26:10 PM
Cockcroach, are you still deeply invested in REITs?   :handshake:

How have the returns in REITS?
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 04:27:48 PM
Sifu....where u stay....

Want lunch or dinner....

I want to learn, can?

I truly want to learn...

My profit less than 20k :'(


PS...stil paper gain some more, if crash u steel me kaput (because I buy and hole)




I no sifu la ...eye hub. Learnt through trial and error.
Had my fair share of mistakes too in early part of the year. That time was  minus 10 k, then swapped counters,
And that helped to pull up the portfolio.
Need to admit mistakes and swap to a better prospect counter.
Must read the financial reports thoroughly so that can roughly find out which are the gems
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 04:31:12 PM
Cockcroach, are you still deeply invested in REITs?   :handshake:

How have the returns in REITS?

Reits now only 5% of portfolio.
They are real solid, all in the money :nod:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 04:32:57 PM
I no sifu la ...eye hub. Learnt through trial and error.
Had my fair share of mistakes too in early part of the year. That time was  minus 10 k, then swapped counters,
And that helped to pull up the portfolio.
Need to admit mistakes and swap to a better prospect counter.
Must read the financial reports thoroughly so that can roughly find out which are the gems



Yes.

One of the best strategic move is to sell the losers and the under performers.  

When you can identify a great company at bargain prices, you have the cash and with courage, you can invest into this new stock, or a preexisting one in your portfolio.

This is better, and hopefully more rewarding, than holding onto your losers or under performers.
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 04:34:16 PM
I no sifu la ...eye hub. Learnt through trial and error.
Had my fair share of mistakes too in early part of the year. That time was  minus 10 k, then swapped counters,
And that helped to pull up the portfolio.
Need to admit mistakes and swap to a better prospect counter.
Must read the financial reports thoroughly so that can roughly find out which are the gems

Frankly, not sure whether am doing the right thing or not, sold almost all to take profit of 60k plus.
So, need to be awake again to start nibbling on counters..
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 29, 2015, 04:38:39 PM
1. one month T.A.
2. one year T.A.
3. 5 years F.A.
10 years F.U. ?  :shake:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 29, 2015, 04:41:38 PM
Everyone has an opinion, that's what makes the market.   :cash: :thumbsup:

But some opinions are flawed, some opinions are biased.

With all respect, take for instance yourself.

You quoted WB and claimed that we should choose stocks that have strong earnings, consistent earnings and growing earnings. Then you added investors must also ensure the company has good quality management.

But this is actually a waste of time because companies with strong earnings, consistent earnings and growing earnings of course naturally must have good people managing it. The qualities is already inherent in the numbers. Even if the company has a monopoly biz, without good people, how can the earnings be consistent, strong and growing? Even if you insist we do not look at the numbers, you also never tell us how else we can assess the management qualities. Through press interviews or through what they wrote in the annual reports? How can you tell honesty from the surface? How you know PBB and Dlady top mgmt never siphon a single cent? If you ask me, these type of dirty things even if happen will never be reveal to the public. We will never be told the truth.

Then you like to derive a lot of past data and historical charts to prove the earnings is strong, consistent and growing. Therefore because the earnings graph is moving upward, the company is good for investment. But can history determine the future? Dont forget as a fundamental investors, you are holding long term. Using past data as a decision making tool to invest large amount of money into the long term future to me is risky. Todays world is a lot different from WB time when he first started. Everything is moving so fast. We even have artificial intelligence to replace human intelligence. Everything is going paperless and non-physical. People can buy everything online and many shops are closing down. Financial institutions are even replacing human with trading machines. So how? In the end you will only end up investing in consumer stocks like coke and nestle, maybe properties and shun from all others.

3i, if you want to learn, the first thing you must do is have an open mind and be skeptical. Ask yourself why WB is doing more badly in the recent years than the past. Start to question whether the things you have read so up are practical or not. Even if they are practical, whether it can be practice in Malaysia context or not? Textbooks will quote tech stocks like facebook, amazon, microsoft, apple and google and use them to justify how investing in tech stocks produce such wonderful returns. But when you reapply the theories to KLSE, are you sure they can work as equally on our tech stocks?

Phew.... very long winded and tired.

One word: Start to doubt whatever your have learnt and seek out a new path
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 29, 2015, 04:45:39 PM
But some opinions are flawed, some opinions are biased.

With all respect, take for instance yourself.

You quoted WB and claimed that we should choose stocks that have strong earnings, consistent earnings and growing earnings. Then you added investors must also ensure the company has good quality management.

But this is actually a waste of time because companies with strong earnings, consistent earnings and growing earnings of course naturally must have good people managing it. The qualities is already inherent in the numbers. Even if the company has a monopoly biz, without good people, how can the earnings be consistent, strong and growing? Even if you insist we do not look at the numbers, you also never tell us how else we can assess the management qualities. Through press interviews or through what they wrote in the annual reports? How can you tell honesty from the surface? How you know PBB and Dlady top mgmt never siphon a single cent? If you ask me, these type of dirty things even if happen will never be reveal to the public. We will never be told the truth.

Then you like to derive a lot of past data and historical charts to prove the earnings is strong, consistent and growing. Therefore because the earnings graph is moving upward, the company is good for investment. But can history determine the future? Dont forget as a fundamental investors, you are holding long term. Using past data as a decision making tool to invest large amount of money into the long term future to me is risky. Todays world is a lot different from WB time when he first started. Everything is moving so fast. We even have artificial intelligence to replace human intelligence. Everything is going paperless and non-physical. People can buy everything online and many shops are closing down. Financial institutions are even replacing human with trading machines. So how? In the end you will only end up investing in consumer stocks like coke and nestle, maybe properties and shun from all others.

3i, if you want to learn, the first thing you must do is have an open mind and be skeptical. Ask yourself why WB is doing more badly in the recent years than the past. Start to question whether the things you have read so up are practical or not. Even if they are practical, whether it can be practice in Malaysia context or not? Textbooks will quote tech stocks like facebook, amazon, microsoft, apple and google and use them to justify how investing in tech stocks produce such wonderful returns. But when you reapply the theories to KLSE, are you sure they can work as equally on our tech stocks?

Phew.... very long winded and tired.

One word: Start to doubt whatever your have learnt and seek out a new path
Don't trust any stock. Steal their money if they keep on giving without getting caught....  :D
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 04:46:27 PM
swapped counters :sweat:

I don't know many counters...

How to swap??

Everytime see one counter, price go up liao...

Saw SHL, see  see read read up up liao..

Saw Dlady, see see read read up up liao..

Saw LTKM, see see read read up up liao..
 
btw...me not chase counter one...



I no sifu la ...eye hub. Learnt through trial and error.
Had my fair share of mistakes too in early part of the year. That time was  minus 10 k, then swapped counters,
And that helped to pull up the portfolio.
Need to admit mistakes and swap to a better prospect counter.
Must read the financial reports thoroughly so that can roughly find out which are the gems
Title: Re: My investments are kaput.
Post by: cockcroach on April 29, 2015, 04:50:11 PM
swapped counters :sweat:

I don't know many counters...

How to swap??

Everytime see one counter, price go up liao...

Saw SHL, see  see read read up up liao..

Saw Dlady, see see read read up up liao..

Saw LTKM, see see read read up up liao..
 
btw...me not chase counter one...





Before swap, study the counters first , then do it kaw kaw
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 04:54:45 PM
LG look good in talking....

Earn 60k for the past 6months (dec til now)...

Trying to get real fighting sifu....

And not good talking sifu...

LG live in johor so no problem lunch dinner gordonblue etc...etc... :D :D :D



But some opinions are flawed, some opinions are biased.

With all respect, take for instance yourself.

You quoted WB and claimed that we should choose stocks that have strong earnings, consistent earnings and growing earnings. Then you added investors must also ensure the company has good quality management.

But this is actually a waste of time because companies with strong earnings, consistent earnings and growing earnings of course naturally must have good people managing it. The qualities is already inherent in the numbers. Even if the company has a monopoly biz, without good people, how can the earnings be consistent, strong and growing? Even if you insist we do not look at the numbers, you also never tell us how else we can assess the management qualities. Through press interviews or through what they wrote in the annual reports? How can you tell honesty from the surface? How you know PBB and Dlady top mgmt never siphon a single cent? If you ask me, these type of dirty things even if happen will never be reveal to the public. We will never be told the truth.

Then you like to derive a lot of past data and historical charts to prove the earnings is strong, consistent and growing. Therefore because the earnings graph is moving upward, the company is good for investment. But can history determine the future? Dont forget as a fundamental investors, you are holding long term. Using past data as a decision making tool to invest large amount of money into the long term future to me is risky. Todays world is a lot different from WB time when he first started. Everything is moving so fast. We even have artificial intelligence to replace human intelligence. Everything is going paperless and non-physical. People can buy everything online and many shops are closing down. Financial institutions are even replacing human with trading machines. So how? In the end you will only end up investing in consumer stocks like coke and nestle, maybe properties and shun from all others.

3i, if you want to learn, the first thing you must do is have an open mind and be skeptical. Ask yourself why WB is doing more badly in the recent years than the past. Start to question whether the things you have read so up are practical or not. Even if they are practical, whether it can be practice in Malaysia context or not? Textbooks will quote tech stocks like facebook, amazon, microsoft, apple and google and use them to justify how investing in tech stocks produce such wonderful returns. But when you reapply the theories to KLSE, are you sure they can work as equally on our tech stocks?

Phew.... very long winded and tired.

One word: Start to doubt whatever your have learnt and seek out a new path
Title: Re: My investments are kaput.
Post by: stockraider on April 29, 2015, 05:42:46 PM
But some opinions are flawed, some opinions are biased.

With all respect, take for instance yourself.

You quoted WB and claimed that we should choose stocks that have strong earnings, consistent earnings and growing earnings. Then you added investors must also ensure the company has good quality management.

But this is actually a waste of time because companies with strong earnings, consistent earnings and growing earnings of course naturally must have good people managing it. The qualities is already inherent in the numbers. Even if the company has a monopoly biz, without good people, how can the earnings be consistent, strong and growing? Even if you insist we do not look at the numbers, you also never tell us how else we can assess the management qualities. Through press interviews or through what they wrote in the annual reports? How can you tell honesty from the surface? How you know PBB and Dlady top mgmt never siphon a single cent? If you ask me, these type of dirty things even if happen will never be reveal to the public. We will never be told the truth.

Then you like to derive a lot of past data and historical charts to prove the earnings is strong, consistent and growing. Therefore because the earnings graph is moving upward, the company is good for investment. But can history determine the future? Dont forget as a fundamental investors, you are holding long term. Using past data as a decision making tool to invest large amount of money into the long term future to me is risky. Todays world is a lot different from WB time when he first started. Everything is moving so fast. We even have artificial intelligence to replace human intelligence. Everything is going paperless and non-physical. People can buy everything online and many shops are closing down. Financial institutions are even replacing human with trading machines. So how? In the end you will only end up investing in consumer stocks like coke and nestle, maybe properties and shun from all others.

3i, if you want to learn, the first thing you must do is have an open mind and be skeptical. Ask yourself why WB is doing more badly in the recent years than the past. Start to question whether the things you have read so up are practical or not. Even if they are practical, whether it can be practice in Malaysia context or not? Textbooks will quote tech stocks like facebook, amazon, microsoft, apple and google and use them to justify how investing in tech stocks produce such wonderful returns. But when you reapply the theories to KLSE, are you sure they can work as equally on our tech stocks?

Phew.... very long winded and tired.

One word: Start to doubt whatever your have learnt and seek out a new path

RAIDER ALTHOUGH DIFFER SLIGHTLY WITH 3I....BUT HAVING READ LG COMMENT.....RAIDER THINK MUST COME IN AID OF FELLOW FUNDAMENTAL INVESTOR LOH....!!
RAIDER APPROACH IS B GRAHAM MAINLY WHEREAS 3I IS WB LOH.....!!
BOTH HAVE IT MERITS LOH.....!!

SOME PEOPLE SAYS INVESTMENT RETURN OF 15% PA COMPOUND FOR THE NEXT 10 YEARS IS GOOD BUT SOME PEOPLE THINK 20% IS THE MINIMUM.....BUT THE TRUTH IS IF U HIT 12% AVERAGE COMPOUND PA FOR THE NEXT 10 YEARS IS VERY GOOD LOH....!!
ASSUME U HAVE RM 1,00,0000.....U MOST LIKELY HAVE RM 3,700,000 IN 10 YEARS TIME LOH.....!!

BUT SOME TRADERS SOMETIME SHIOK SENDIRI.....SAY HE HAVE RM 1,000,000....HE TRADE COUNTER A FOR WITHIN A YEAR ALLOCATE RM 50K, RM 200,000 FOR COUNTER B AND RM 100K FOR COUNTER C....!! ASSUME COUNTER A MAKE 10% COUNTER B MAKE 30% BUT COUNTER C LOSS 10%.
THE TA FELLOW WILL HAVE MAKE RM 5K + 60K - 10 = RM 55K FAR LESS THE GUY THAT PUT HIS MONIES IN FA STOCKS AND GET 12% PA OR RM 120K.
BUT THE SHORT SENDIRI TRADER MAKE THINK HE MAKE ALOT BCOS HE MAKE 30% TRADING ON STOCK B LOH....BUT IT IS MUCH LESS BCOS HE ALLOCATE ONLY RM 200K LOH.....!!

THIS IS SCENARIO HOW 3I MAKE GOOD MONIES USING FA LOH.....!!
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 07:00:26 PM
Investment of 15%, 20%, etc bla bla bla when the investor himself cannot even specify the source of that 15%/20%/25% return.
Title: Re: My investments are kaput.
Post by: mark1970 on April 29, 2015, 07:38:42 PM
RAIDER ALTHOUGH DIFFER SLIGHTLY WITH 3I....BUT HAVING READ LG COMMENT.....RAIDER THINK MUST COME IN AID OF FELLOW FUNDAMENTAL INVESTOR LOH....!!
RAIDER APPROACH IS B GRAHAM MAINLY WHEREAS 3I IS WB LOH.....!!
BOTH HAVE IT MERITS LOH.....!!

SOME PEOPLE SAYS INVESTMENT RETURN OF 15% PA COMPOUND FOR THE NEXT 10 YEARS IS GOOD BUT SOME PEOPLE THINK 20% IS THE MINIMUM.....BUT THE TRUTH IS IF U HIT 12% AVERAGE COMPOUND PA FOR THE NEXT 10 YEARS IS VERY GOOD LOH....!!
ASSUME U HAVE RM 1,00,0000.....U MOST LIKELY HAVE RM 3,700,000 IN 10 YEARS TIME LOH.....!!

BUT SOME TRADERS SOMETIME SHIOK SENDIRI.....SAY HE HAVE RM 1,000,000....HE TRADE COUNTER A FOR WITHIN A YEAR ALLOCATE RM 50K, RM 200,000 FOR COUNTER B AND RM 100K FOR COUNTER C....!! ASSUME COUNTER A MAKE 10% COUNTER B MAKE 30% BUT COUNTER C LOSS 10%.
THE TA FELLOW WILL HAVE MAKE RM 5K + 60K - 10 = RM 55K FAR LESS THE GUY THAT PUT HIS MONIES IN FA STOCKS AND GET 12% PA OR RM 120K.
BUT THE SHORT SENDIRI TRADER MAKE THINK HE MAKE ALOT BCOS HE MAKE 30% TRADING ON STOCK B LOH....BUT IT IS MUCH LESS BCOS HE ALLOCATE ONLY RM 200K LOH.....!!

THIS IS SCENARIO HOW 3I MAKE GOOD MONIES USING FA LOH.....!!

If 15% p.a is a good benchmark return for fundamental investors, whats's a good benchmark for TA traders?

Your trader example who has 1million, he allocated 350k to trade, and he earned 55k. What happens to the balance 650k? Sit in FD?  :D :D
Title: Re: My investments are kaput.
Post by: mark1970 on April 29, 2015, 08:00:58 PM
Some of you read Warrent Buttocks book like it is what?  answer to investing?

Get real la.

you know what is the different between Mr. buttocks, li-ka-sing, AK, kwok, Saarpooji, etc?  with the rest of us?

They invest in companies, but also have management control of those companies (behind closed doors lah via professionals) to nurture and grow them.... WHICH MEANS operational and strategic hands on with the company...that is the difference...

you guys here just playing stocks....like flipping a deck of cards....clerk work only...

this idiot here talking like inexperience employee...no wander still cannot understand 101....

go back to kindi la... :giggle:

Control is not really the right word unless they are majority shareholders. Influence is more appropriate.
Carl Icahn's stake in Apple is not big enough to control the company, but big enough to pressure and influence them to increase dividend payout. These people get to meet the CEO more than once a year but retail investors only get to see them once a year in AGM. i have seen CEO walked into AGM room and personally walk over to greet some big shot investors. That's what I call influence.

Title: Re: My investments are kaput.
Post by: mark1970 on April 29, 2015, 08:28:35 PM
In the context of KLSE, starting with the same amount of RM500,000 and over a same period of

1. one month
2. one year
3. 5 years

which method can make more money from KLSE? F.A or T.A ?

I found an interesting write up on investing and trading in investopedia.com.

Investing and trading are two very different methods of attempting to profit in the financial markets. The goal of investing is to gradually build wealth over an extended period of time through the buying and holding of a portfolio of stocks, baskets of stocks, mutual funds, bonds and other investment instruments. Investors often enhance their profits through compounding, or reinvesting any profits and dividends into additional shares of stock. Investments are often held for a period of years, or even decades, taking advantage of perks like interest, dividends and stock splits along the way. While markets inevitably fluctuate, investors will "ride out" the downtrends with the expectation that prices will rebound and any losses will eventually be recovered. Investors are typically more concerned with market fundamentals, such as price/earnings ratios and management forecasts.

Trading, on the other hand, involves the more frequent buying and selling of stock, commodities, currency pairs or other instruments, with the goal of generating returns that outperform buy-and-hold investing. While investors may be content with a 10 to 15% annual return, traders might seek a 10% return each month.  


I guess to answer LG, both ways can make money but a skillful TA traders can easily make 15% a year. An example is cockroach who achieve 15% in first 4 months.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:00:35 PM
But some opinions are flawed, some opinions are biased.

With all respect, take for instance yourself.

You quoted WB and claimed that we should choose stocks that have strong earnings, consistent earnings and growing earnings. Then you added investors must also ensure the company has good quality management.


LG is an intelligent player in the market, but his focus on the short term, means he is speculating rather than investing.  He allows his skills to be subjected to the vagaries of the short term market fluctuations, thereby negating some of the advantages that he has as a knowledgeable player in the market.

Companies I look for, should have consistent, growing and predictable revenues and earnings over many years.  Where a company has these attributes, one can be quite certain that going forward, its revenues and earnings can be more predictable.  Of course, sometimes, things do turned out completely different.  But in general, you should look for these 3 characteristics in the revenues and earnings of your company:

1.  Consistency in revenues and earnings over many years.
2.  Growth in revenues and earnings over many years.
3.  Predictability in revenues growth and earnings growth over many years.

Only a few companies qualify these criteria.  These companies are usually those with durable competitive advantage.  You would love to own these for the long term.





Quote



But this is actually a waste of time because companies with strong earnings, consistent earnings and growing earnings of course naturally must have good people managing it. The qualities is already inherent in the numbers. Even if the company has a monopoly biz, without good people, how can the earnings be consistent, strong and growing? Even if you insist we do not look at the numbers, you also never tell us how else we can assess the management qualities. Through press interviews or through what they wrote in the annual reports? How can you tell honesty from the surface? How you know PBB and Dlady top mgmt never siphon a single cent? If you ask me, these type of dirty things even if happen will never be reveal to the public. We will never be told the truth.


A great company will generally do well even with an average management.  A lousy or gruesome company may continue to remain bad, even with the best management in place. 

Quality of management refers to:  Are the managers keeping their eyes on the balls?    Look at the profit margins and the ROE.  If the profit margins are maintained at high levels or growing, relative to their competitors in the industry, the management is doing a great job.  If the ROE is >15% and better than the competitors in the same industry, the management is doing great.  These are the 2 parameters you should use to monitor the quality of management.  There are others too, but keep it simple, focus on only these two.





Quote

Then you like to derive a lot of past data and historical charts to prove the earnings is strong, consistent and growing. Therefore because the earnings graph is moving upward, the company is good for investment. But can history determine the future? Dont forget as a fundamental investors, you are holding long term. Using past data as a decision making tool to invest large amount of money into the long term future to me is risky. Todays world is a lot different from WB time when he first started. Everything is moving so fast. We even have artificial intelligence to replace human intelligence. Everything is going paperless and non-physical. People can buy everything online and many shops are closing down. Financial institutions are even replacing human with trading machines. So how? In the end you will only end up investing in consumer stocks like coke and nestle, maybe properties and shun from all others.


I have already explained.  These historical data and charts over many past years are the best predictors for the future performance of the company.  Granted this is not perfect, but it is still the best predictor.  You have to stay with those companies with consistent, growing and predictable revenues and earnings. 

Stay with Buffett's 4 rules:
1.  Know the business you are investing into.
2.  Business must have durable competitive advantage
3.  The management must be trustworthy, intelligent and hardworking, above all, trustworthy.
4.  Buy with a margin of safety (fair or bargain price)

Those with erratic revenues and earnings volatilities do not allow you to predict their future revenues and earnings so easily.   If you have insider information or you have access to information ahead of the crowd, yes, you may profit from buying and selling in these companies with not so predictable revenues and earnings. 




Quote

3i, if you want to learn, the first thing you must do is have an open mind and be skeptical. Ask yourself why WB is doing more badly in the recent years than the past. Start to question whether the things you have read so up are practical or not. Even if they are practical, whether it can be practice in Malaysia context or not? Textbooks will quote tech stocks like facebook, amazon, microsoft, apple and google and use them to justify how investing in tech stocks produce such wonderful returns. But when you reapply the theories to KLSE, are you sure they can work as equally on our tech stocks?

Phew.... very long winded and tired.

One word: Start to doubt whatever your have learnt and seek out a new path


You need to stay with your philosophy and strategy that has proven safety for your capital and has delivered a satisfactory return to your investing.  You will need to know your investment objectives, risk tolerance, investing time horizon and financial capacity. 

Yes, there are times, when opportunities occur.   Deep undervalued stocks, as recently in Oct/Nov 2014.  I invested into this company and it has returned 37.5% to date.  A turnaround stock, a few years back and it was profitable having identified it early in its turnaround.  Alas, quite a few of my stocks were taken private over the last decade, MOX, Guthrie, ICP and Maxis.  The big players certainly have an advantage, especially if the rules are bent to favour them. 


Phew ... very long reply.   :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:12:14 PM
Frankly, not sure whether am doing the right thing or not, sold almost all to take profit of 60k plus.
So, need to be awake again to start nibbling on counters..


Let me share a guru's view.  He said, even at the peak of the market, when you feel that many stocks are overpriced, you should still be invested in the stock market.  He suggested keeping at least 50% of your money in stocks.  In the depth of the bull, you may wish to be 75% or 80% into stocks. 

WHY, at least 50% of stock in the market at any time, even in the peak of the market?

Well, I presume his advice for doing so was the inability to predict the top of the market.  Thus, as long as the market is still running, your 50% in the stocks will continue to capture some of these gains and when you rebalance, you lock in these gains.

When the market correct, your cash portion or bond portion gains relative to stocks.   :)
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 10:27:15 PM
妈的,有些被骗的感觉。。。。。。
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:34:59 PM
There are many types of control, and one of the control is control thru' false information/knowledge, in which the one being controlled ended up losing more than 50% of his investments due to such false information/knowledge.

Was 3i smart enough to invest in HOME when the price was ~0.30?
This HOME counter since several years ago I suggested to one member here (now probably already no more active here) to buy.
And then in 2013 I also suggested to a friend of mine to buy when he asked me which stock to buy-n-hold until water can come out one, when the price was still ~0.30.

Why HOME went up to over RM1.00?
Why DLADY also went up high?
This one I can bet RM10,000 3i will not know the real answer.
He will say it's due to durable competitive advantage, due to value, due to fundamentals, etc.
I can say that which this real answer, even if the stock has competitive advantage, undervalued, etc, will still not going to go up.
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:36:30 PM
There are many types of control, and one of the control is control thru' false information/knowledge, in which the one being controlled ended up losing more than 50% of his investments due to such false information/knowledge.

Was 3i smart enough to invest in HOME when the price was ~0.30?
This HOME counter since several years ago I suggested to one member here (now probably already no more active here) to buy.
And then in 2013 I also suggested to a friend of mine to buy when he asked me which stock to buy-n-hold until water can come out one, when the price was still ~0.30.

Why HOME went up to over RM1.00?
Why DLADY also went up high?
This one I can bet RM10,000 3i will not know the real answer.
He will say it's due to durable competitive advantage, due to value, due to fundamentals, etc.
I can say that which this real answer, even if the stock has competitive advantage, undervalued, etc, will still not going to go up.

Sorry, last time when I suggested to a member here to buy HOME, the price was around 0.20, not 0.30.
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:38:05 PM
He will say it's due to durable competitive advantage, due to value, due to fundamentals, etc.
I can say that which without this real answer, even if the stock has competitive advantage, undervalued, etc, will still not going to go up.

typo
Title: Re: My investments are kaput.
Post by: eye-hub on April 29, 2015, 10:43:08 PM
Haizzzzzzz....

WHY m not the lucky one....

I m the one bought silver and hole til now...

HOLDING BIG BIG HOLE.....

Maybe no pray enough...

Maybe heart no good enough...


Sorry, last time when I suggested to a member here to buy HOME, the price was around 0.20, not 0.30.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:44:05 PM
Dorky,  did you identify Homeritz?    :)
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:49:12 PM
Dorky,  did you identify Homeritz?    :)

Since several years ago, when the price was hovering around 20 cents, before you were even born.  :D
Why?
You got it in your portfolio meh?
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on April 29, 2015, 10:49:41 PM

I have already explained.  These historical data and charts over many past years are the best predictors for the future performance of the company.  Granted this is not perfect, but it is still the best predictor.  


No. If we take Apple for example

3i: Look at the historical sales of Iphone 6 and earlier products to predict whether next Iphone 7 will drive up the share price.

Lg: Look at the reviews of Iphone 7 during its product launching as well as the queue infront of Apple store to predict popularity of Iphone 7 and how it will drive up Apple share price.

Conclusion : Lg is the winner while 3i lost 50%
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:50:27 PM
Haizzzzzzz....

WHY m not the lucky one....

I m the one bought silver and hole til now...

HOLDING BIG BIG HOLE.....

Maybe no pray enough...

Maybe heart no good enough...



Which silver?
The metal or the bread?
If bread, is a gone case and will remain so for many years to come.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:51:52 PM
No. If we take Apple for example

3i: Look at the historical sales of Iphone 6 and earlier products to predict whether next Iphone 7 will drive up the share price.

Lg: Look at the reviews of Iphone 7 during its product launching as well as the queue infront of Apple store to predict popularity of Iphone 7 and how it will drive up Apple share price.

Conclusion : Lg is the winner while 3i lost 50%


LG is right.

I am not wrong either.

That is the beauty of the market.
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:53:07 PM
Now HOME is already "fully valued", thus no more extras if invest now.
Additionally, for it to return back to being undervalued may take years, if not a worldwide crisis.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:54:42 PM
Now HOME is already "fully valued", thus no more extras if invest now.
Additionally, for it to return back to being undervalued may take years, if not a worldwide crisis.


Did you buy?

When?

1 LOT.  :)
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:55:11 PM
Why HOME went up to over RM1.00?
Why DLADY also went up high?
This one I can bet RM10,000 3i will not know the real answer.
He will say it's due to durable competitive advantage, due to value, due to fundamentals, etc.
I can say that without this real answer, even if the stock has competitive advantage, undervalued, etc, will still not going to go up.

This is the kind of question that will be conveniently overlooked.  :)
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:56:53 PM

Did you buy?

When?

1 LOT.  :)

Zero lot.
While HOME was hovering around 0.20, I was busy with other speculative things that earned me some multiples of return several years back.  :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 10:58:26 PM
Zero lot.
While HOME was hovering around 0.20, I was busy with other speculative things that earned me some multiples of return several years back.  :)


Hardly credible to talk on your picks then. 
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 10:59:20 PM
Quote
Did you buy?
When?
1 LOT?

Miserable people with miserable mindset would ask such question.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:01:46 PM
Dorky,

It would be very good if you can communicate sincerely in this forum.  Be humble a little bit.

Even if you are very knowledgeable, still be humble.  

So far, you have shared or hinted your option trading.

How many in this forum can attest to your returns?  

We are happy to hear from your experiences.

So far, you shared little to none.  


Sincerely.   :handshake:
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:03:26 PM

Hardly credible to talk on your picks then. 

If my picks are hardly credible, then all your posts about value investing (including this one) have zero credibility too.   :)

False rationale: "If you didn't buy, that means your picks are not credible."

Answer: "Duh, just because I didn't buy it was because of some other reasons. Not because I don't believe in my picks."

Or else "I" would not have lost over 50% of "my" investments... LOL  :D
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:04:51 PM
Dorky,

It would be very good if you can communicate sincerely in this forum.  Be humble a little bit.

Even if you are very knowledgeable, still be humble.  

So far, you have shared or hinted your option trading.

How many in this forum can attest to your returns?  

We are happy to hear from your experiences.

So far, you shared little to none.  


Sincerely.   :handshake:

Good things can be shared.
Great things cannot.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:07:41 PM
If my picks are hardly credible, then all your posts about value investing (including this one) have zero credibility too.   :)

False rationale: "If you didn't buy, that means your picks are not credible."

Answer: "Duh, just because I didn't buy it was because of some other reasons. Not because I don't believe in my picks."

Or else "I" would not have lost over 50% of "my" investments... LOL  :D


I will be very humble in claiming any credits for such preposterous events.



Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:19:03 PM
Another forum participant I admire is SS.

He is very rational in his approach to his investing.

He shares his picks and he analyses them to share with us his reasonings.

He cleverly started portfolios for his newborns, a very good move indeed.

I salute him.   :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:22:39 PM
KLSE_huat is another forum participant I have noticed to be very hardworking.

He has his own systemic way of analysing his stocks.

Given his discipline, he should do well.

I salute him too.

 :handshake:
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:23:58 PM

I will be very humble in claiming any credits for such preposterous events.


What about claiming to lose over 50%?

Preposterous too.

But no, in my case, was very valid.
The biz was run by dedicated and no-nonsense pair of husband and wife where each of them owned 75% of ownership and always pay dividends from a fixed percentage of yearly earnings.
First, I see no risk of fraud and no risk of hanky panky affairs.
Second, I am assured of consistent income from profits.
Third, I am aware my income is above the peers.
So, common business sense says this was a Dorky's Choice.
Anyone with common business sense can identify such stocks.
No need for WB lecture nor lecture on WB.
Don't even need a team of senior analyst, tukang tilik, senior detective, etc to do the job.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:24:57 PM
Grahamsmum was a past forum participant.

His investing style was good and commendable.

Alas, he has left this forum before I participated here.

He would have been a great asset for this forum.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:29:03 PM
Leno was interestingly disgusting.

I think he adopted JM's initial style of investing.

Unlike JM, he honed this further.

He too should do well, sticking to what works for him.


I salute him too.   :handshake:

Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:30:12 PM
Of course if your targeted return is within the range of 15% to 25%, by right everything should work well, easily.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:31:59 PM
There are also many who shared in this forum.

But, I am unable to determine how successful they are in their investing.

Given this lack of objective or subjective feels of their returns, they are at best entertaining and at worst, perplexing to me (sorry).

I wish them well too.

In their own ways, they too are essential in our markets.   :cash: :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:35:59 PM
Now as for Dorky, what can I gather of her engagement with the market.

Very little really.   

She likes to tell all of us that option trading is the way to go.

It gives returns in the 100%+.  Of course, abeit with associated risks.

Since she shares little other than what is generally common general knowledge, we can learn little of her achievements or otherwise.

Thus, I would have to conclude, she remains a black box (politely) for the moment.

At best she would have done well, at worst, she is a hypocrite.

I give her the benefit of my doubts.

 :) :cash:
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:38:14 PM
I love being a black box.
It fits what I do currently.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:39:16 PM
I love being a black box.
It fits what I do currently.


She agrees.   :)
Title: Re: My investments are kaput.
Post by: ahbah on April 29, 2015, 11:44:18 PM
Grahamsmum was a past forum participant.

His investing style was good and commendable.

Alas, he has left this forum before I participated here.

He would have been a great asset for this forum.

Graham ... the sifu even among the sifus who spotted the beginning of the current bull run with his famous call 'buy, buy, buy' for us to start buying.
Title: Re: My investments are kaput.
Post by: Dorky on April 29, 2015, 11:44:50 PM

She agrees.   :)

Of course la.  8)
Title: Re: My investments are kaput.
Post by: CurryLee on April 29, 2015, 11:46:27 PM
Dorky is a chick?!  :clap: :clap:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 29, 2015, 11:46:36 PM
As for ahbah, our nice nasi lemak expert.

Well, I can't form any opinion on his investing style.

As long as he continues the same, he will remain mysterious as before.

 :) :handshake:
Title: Re: My investments are kaput.
Post by: Dorky on April 30, 2015, 12:01:54 AM
Dorky is a chick?!  :clap: :clap:

In the eyes of girls (and some women), I am a handsome chick.
Title: Re: My investments are kaput.
Post by: kayyong on April 30, 2015, 07:14:33 AM
   Option trading in us can be very rewarding.Two years ago, if a ppl
bet facebook share price up after earnings report.can earns 10 folds.
Same happen in Twitter.bet Twitter share price plunge after earnings
report, can earns 10 folds within 2 days.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 30, 2015, 08:40:46 AM
In the eyes of girls (and some women), I am a handsome chick.


Go deeper.

Strip yourself naked.

Take a good look.

Future spouse looks for potentials.

 :handshake:
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 09:46:40 AM
If 15% p.a is a good benchmark return for fundamental investors, whats's a good benchmark for TA traders?

Your trader example who has 1million, he allocated 350k to trade, and he earned 55k. What happens to the balance 650k? Sit in FD?  :D :D

U must understand this mentality loh.....especially trader....if he did not allocate.....that means it is sitting idle loh.....!!
Bcos to a trader.....his trades are normally short term.....!!
The cash he has will be reserve he has while waiting for another opportunity loh....!!
Normally,There will be huge unallocated sum idle for traders over 1 year.

Title: Re: My investments are kaput.
Post by: boyish - boyboy on April 30, 2015, 09:47:53 AM
sometimes trader becomes shareholder already

 :'( :'( :'(

U must understand this mentality loh.....especially trader....if he did not allocate.....that means it is sitting idle loh.....!!
Bcos to a trader.....his trades are normally short term.....!!
The cash he has will be reserve he has while waiting for another opportunity loh....!!
Normally,There will be huge unallocated sum idle for traders over 1 year.


Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 09:49:13 AM
Control is not really the right word unless they are majority shareholders. Influence is more appropriate.
Carl Icahn's stake in Apple is not big enough to control the company, but big enough to pressure and influence them to increase dividend payout. These people get to meet the CEO more than once a year but retail investors only get to see them once a year in AGM. i have seen CEO walked into AGM room and personally walk over to greet some big shot investors. That's what I call influence.



Not trueloh.....QL has 30% of Layhong but cannot influence the company direction bcos the management don't listen to them.
It is important management listen in order to get Influence mah....!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 30, 2015, 09:52:26 AM
All the long term investors who are successful, build portfolios that are increasing in values over the long run.  At any time, the money they have in stocks/equities are substantial.  

Though they may practice tactical asset allocation to protect or benefit from market risks, they are almost never completely out of equity.  At any given time, their equity portfolio value is at least 50% of their investible money.

During bull or bear times, they continue also to enjoy dividends which are a big component of their returns.
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 09:57:04 AM
sometimes trader becomes shareholder already

 :'( :'( :'(


A true trader will not become shareholder......if the stock he hold did not perform as expected, he would have lari kuat kuat already loh...!!
Trader must avoid..........a trade to become an investment the stock did not perform as expected.....bcos did will break the code of trading loh.....!!
A trade will clear base on price movement or time expiry loh.....!!

For true trader....u can have  short  term trade or long term trade loh....!!
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 09:58:50 AM
 Sometime People ask Raider......whether investor, trader or speculator leh ?

Raider say;

Investor 70%
Trader 15%
Speculator 15%
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 30, 2015, 10:09:04 AM
A true trader will not become shareholder......if the stock he hold did not perform as expected, he would have lari kuat kuat already loh...!!
Trader must avoid..........a trade to become an investment the stock did not perform as expected.....bcos did will break the code of trading loh.....!!
A trade will clear base on price movement or time expiry loh.....!!

For true trader....u can have  short  term trade or long term trade loh....!!


Curi curi

Because their capitals are small.

Maybe they cannot withstand even a short term fluctuation.

Or, perhaps they need to keep churning, increasing the velocity of their transactions.
(small gains x velocity of transactions = >  objectives)


[Sad, they are going to miss out on the truly big gains that can only be enjoyed by those who invest for the long term.  The dividends at the later part of their investing time horizon ... ]
Title: Re: My investments are kaput.
Post by: DR KIM on April 30, 2015, 10:12:32 AM

Curi curi

Because their capitals are small.

Maybe they cannot withstand even a short term fluctuation.

Or, perhaps they need to keep churning, increasing the velocity of their transactions.
(small gains x velocity of transactions = >  objectives)


[Sad, they are going to miss out on the truly big gains that can only be enjoyed by those who invest for the long term.  The dividends at the later part of their investing time horizon ... ]


i want  to  :D :D :D :D  on this  old  fashioned  SCHOOL  !! :giggle: :giggle: :giggle:

[Sad, they are going to miss out on the truly big gains that can only be enjoyed by those who invest for the long term.  The dividends at the later part of their investing time horizon ... ]
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 10:15:51 AM

Curi curi

Because their capitals are small.

Maybe they cannot withstand even a short term fluctuation.

Or, perhaps they need to keep churning, increasing the velocity of their transactions.
(small gains x velocity of transactions = >  objectives)


[Sad, they are going to miss out on the truly big gains that can only be enjoyed by those who invest for the long term.  The dividends at the later part of their investing time horizon ... ]

Not small capital.....!!
Some are very rich....like Kuda Quek....swinging Rm 20m per stock trade ....not an issue for them mah....!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 30, 2015, 10:21:40 AM
The truly fabulously rich in Malaysia:

Examples

Genting Group
KLK Group
YTL Group
Teh Hong Piow Group
Ananda Group
etc
etc


These are all essentially buy and hold from the time their companies were young and growing till today.
You only have to identify them and ride with them.   :cash:
Title: Re: My investments are kaput.
Post by: mark1970 on April 30, 2015, 10:28:35 AM
Not trueloh.....QL has 30% of Layhong but cannot influence the company direction bcos the management don't listen to them.
It is important management listen in order to get Influence mah....!!

Yes not all management will give in to the pressure. But at least QL got a board sitting before because they are big enough. Laxey Partners Ltd gave pressure to TTB until he has to publish his opinion on a full page newspaper to advise the minority shareholders to fight against Laxey Partners and City of London.

This is the kind of pressure and influence I am referring to. Small investors can't do anything if they are unhappy with some the decisions made by the board. They are just like passengers sitting at the back of the bus, putting their life (or investment in this context) in the hands of the driver. While the big boys get to sit next to the driver and have the privilege to talk and influence or pressure the driver. Small investors don't get to see what could be the obstacles ahead of the road, but the big boys can because they have board representative or at least they have analysts or representatives who get to meet the management few times a year.

Big boys investor like WB, Li Ka Shing etc... they get to see
Title: Re: My investments are kaput.
Post by: DR KIM on April 30, 2015, 10:35:13 AM
ABANDON  your  value  investing  to  LONG_KANG @drain   !!

JOIN  the  SHIP  of  LUSTER-NEXGRAM   !! :clap: :clap: :thumbsup: :cash: :cash: :) :) 8)

WOWWWWWWWWWWWWWWWWWW....LUSTER-NEXGRAM  NOW  HOT   :clap: :clap: :cash: :cash:
Title: Re: My investments are kaput.
Post by: terry8 on April 30, 2015, 10:45:41 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

You need to buy stocks with earnings, dividend and good pe ratios. On the long run these kind of investments will make money. At the very least you can get the dividend while the company rise through an economic downturn. Don't buy stock on speculation.  Sell the bad stock and us e the money to buy good stock
Title: Re: My investments are kaput.
Post by: terry8 on April 30, 2015, 10:51:28 AM
I respect your honesty.
To your heavy losses, please close one eye and forget about them.
From a zen point of view, money should be treated like dirt.
Yes I agree with you. At least he is honest compared to many here who talk about their profits but not their losses
Title: Re: My investments are kaput.
Post by: mark1970 on April 30, 2015, 11:01:09 AM
sometimes trader becomes shareholder already

 :'( :'( :'(


Those are ostrich traders. They turn to denial when they lost money. Hold long term not selling means still not a loss yet.

Real traders look at stock trading as a business, not investment. Every trade is like a business deal. Traders mentality is very similar to the traders you see in night market let's say selling handphone covers and accessories. They bought the goods from China anticipating there will be a demand at home. Once the handphone cover trader see the demand for his (older) stocks start waning, he may want to quickly get rid of his old stocks at breakeven price or even slight loss so he could have cash flow to buy the newer handphone cover which he knows will be in demand.

Stock traders are the same. They bought into a stock anticipating a rise in prices in short term. To them a 5-10% gain per month is very good. Their profit will not come from "the truly big gains" from a single stock. Their profit comes from repeating their 5-10% gain per trade throughout the year. As cut loss is part of the strategy, their exposure to market fluctuations will not be as much as buy and hold investors.
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 11:13:31 AM
The truly fabulously rich in Malaysia:

Examples

Genting Group
KLK Group
YTL Group
Teh Hong Piow Group
Ananda Group
etc
etc


These are all essentially buy and hold from the time their companies were young and growing till today.
You only have to identify them and ride with them.   :cash:

These are essentially entrepreneurs like Bill Gates, not the real long term share investors we are talking about mah...!!
In Msia, there are no famous long term share investor like that, maybe they are low profile loh....!!
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 11:19:00 AM
Yes not all management will give in to the pressure. But at least QL got a board sitting before because they are big enough. Laxey Partners Ltd gave pressure to TTB until he has to publish his opinion on a full page newspaper to advise the minority shareholders to fight against Laxey Partners and City of London.

This is the kind of pressure and influence I am referring to. Small investors can't do anything if they are unhappy with some the decisions made by the board. They are just like passengers sitting at the back of the bus, putting their life (or investment in this context) in the hands of the driver. While the big boys get to sit next to the driver and have the privilege to talk and influence or pressure the driver. Small investors don't get to see what could be the obstacles ahead of the road, but the big boys can because they have board representative or at least they have analysts or representatives who get to meet the management few times a year.

Big boys investor like WB, Li Ka Shing etc... they get to see

FOR SMALL INVESTORS U SHOULD USE GUERILLA WARFARE STRATEGY LOH.....!!
BCOS U CAN DO THE THINGS, THE BIG BOYS FIND DIFFICULTY OF DOING MAH...!!
Title: Re: My investments are kaput.
Post by: mark1970 on April 30, 2015, 11:21:56 AM
FOR SMALL INVESTORS U SHOULD USE GUERILLA WARFARE STRATEGY LOH.....!!
BCOS U CAN DO THE THINGS, THE BIG BOYS FIND DIFFICULTY OF DOING MAH...!!

Interesting. Mind to elaborate more on the strategy?
Title: Re: My investments are kaput.
Post by: eye-hub on April 30, 2015, 11:22:05 AM
honest???

u should carry on reading, dont be a clown me...


Yes I agree with you. At least he is honest compared to many here who talk about their profits but not their losses
Title: Re: My investments are kaput.
Post by: stockraider on April 30, 2015, 11:36:16 AM
Those are ostrich traders. They turn to denial when they lost money. Hold long term not selling means still not a loss yet.

Real traders look at stock trading as a business, not investment. Every trade is like a business deal. Traders mentality is very similar to the traders you see in night market let's say selling handphone covers and accessories. They bought the goods from China anticipating there will be a demand at home. Once the handphone cover trader see the demand for his (older) stocks start waning, he may want to quickly get rid of his old stocks at breakeven price or even slight loss so he could have cash flow to buy the newer handphone cover which he knows will be in demand.

Stock traders are the same. They bought into a stock anticipating a rise in prices in short term. To them a 5-10% gain per month is very good. Their profit will not come from "the truly big gains" from a single stock. Their profit comes from repeating their 5-10% gain per trade throughout the year. As cut loss is part of the strategy, their exposure to market fluctuations will not be as much as buy and hold investors.

 :thumbsup: :thumbsup:A true Traders Model....!!
Title: Re: My investments are kaput.
Post by: DR KIM on April 30, 2015, 11:54:27 AM
WOWWWWWWWWWWWWWWWWWW....LUSTER-NEXGRAM  NOW  HOT   :clap: :clap: :cash: :cash:

BOTH  nexgram  &  luster  now  chargingggg   :clap: :clap: :clap: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 30, 2015, 01:07:48 PM
You need to buy stocks with earnings, dividend and good pe ratios. On the long run these kind of investments will make money. At the very least you can get the dividend while the company rise through an economic downturn. Don't buy stock on speculation.  Sell the bad stock and us e the money to buy good stock


 :thumbsup:
Title: Re: My investments are kaput.
Post by: Oly Shyte on April 30, 2015, 05:11:30 PM
My investments are kaput.

As for today, yes your investment are kaput!  :S
Title: Re: My investments are kaput.
Post by: ahbah on April 30, 2015, 06:10:43 PM
As for ahbah, our nice nasi lemak expert.

Well, I can't form any opinion on his investing style.

As long as he continues the same, he will remain mysterious as before.

 :) :handshake:

Where I got remain mysterious ?

I can onli write in simple kampong rosak Inklis, all can understand mah. No rules, slogans, principles, jargons etc from me.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 02, 2015, 01:22:01 PM
My investments are kaput.

As for today, yes your investment are kaput!  :S

Market is cha cha the wrong way, Cha Cha Cha 2 steps forwards, Cha Cha Cha 3 steps forward and Cha Cha Cha 25 steps backwards.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:30:12 AM

"The refusal to sell at a loss, while completely natural and normal, is probably one of the most dangerous in which we can indulge ourselves in the entire investment process.

More money has probably been lost by investors holding a stock they really did not want until they could 'at least come out even' than from any other single reason. If to these actual losses are added the profits that might have been made through the proper reinvestment of these funds if such reinvestment had been made when the mistake was first realized, the cost of self-indulgence becomes truly tremendous."

(Common Stocks and Uncommon Profits)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:34:34 AM
ALL EQUITY SECURITY INVESTMENTS PRESENT A RISK OF LOSS OF CAPITAL

Investment performance is not guaranteed and future returns may differ from past returns. As investment conditions change over time, past returns should not be used to predict future returns. The results of your investing will be affected by a number of factors, including the performance of the investment markets in which you invest.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:35:52 AM

THE ULTIMATE HOLD-VERSUS-SELL TEST
Here is the overriding primary test, followed by observations on why it is so critically important:

Knowing all that you now know and expect about the company and its stock (not what you originally believed or hoped at time of purchase), and assuming that you had available capital, and assuming that it would not cause a portfolio imbalance to do so, would you buy this stock today, at today's price?

No equivocation. Yes or no?

Answers such as maybe or probably are not acceptable since they are ways of dodging the issue. No investor probably buys a stock; they either place an order or do not.

Here is the implication of your answer to that critical test: if you did not answer with a clear affirmative, you should sell; only if you said a strong yes, are you justified to hold.



Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:37:43 AM

Losers refer NOT to those stocks with the depressed prices but to those whose revenues and earnings aren't capable of growing adequately. Weed out these losers and reinvest the cash into other stocks with better revenues and earnings potential for higher returns.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:41:58 AM

The high CAGR in the early years of the investing period, due to buying at a discount, tended to decline and approach that of the intrinsic EPS GR of the companies over a longer investment time-frame.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:44:06 AM


“Margin of Safety” as the Central Concept of Investment

A single quote by Graham on page 516 struck me:

Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of favorable business conditions.

Basically, Graham is saying that most stock investors lose money because they invest in companies that seem good at a particular point in time, but are lacking the fundamentals of a long-lasting stable company.

This seems obvious on the surface, but it’s actually a great argument for thinking more carefully about your individual stock investments. If most of your losses come from buying companies that seem healthy but really aren’t, isn’t that a profound argument for carefully studying any company you might invest in?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 07:46:23 AM


Note carefully what Graham is saying here.

It is not just possible, but probable, that most of the stocks you own will gain at least 50% from their lowest price and lose at least 33% ("equivalent one-third") from their highest price -regardless of which stocks you own or whether the market as a whole goes up or down.

If you can't live with that - or you think your portfolio is somehow magically exempt from it - then you are not yet entitled to call yourself an investor.
Title: Re: My investments are kaput.
Post by: Dorky on May 05, 2015, 02:50:33 PM
If your portfolio goes to over 50% loss, that means there is something very wrong with your investment approach.

It's like a person going skiing in the mountains of Switzerland and then suddenly there is an avalanche far away.

You can clearly see the avalanche is heading towards you.

And instead of doing anything, you continue to stay where you are and watch that avalanche coming at you, closer, and closer, and closer, and WHAMMM...!!
Title: Re: My investments are kaput.
Post by: king on May 05, 2015, 03:03:16 PM


3pm.

VOL STILL BELOW 1B.

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 05, 2015, 03:04:42 PM
We all know 3i uses historical EPS chart as his prediction of future performance.
So long as past EPS went up and up, this stock has a bright future.
 
Title: Re: My investments are kaput.
Post by: ongchef on May 05, 2015, 03:18:56 PM
 :D :D :D........ah heng ah huat masih ciampion best ,lipas lunch sikakalang makan kap pong abalone$$$!!! :thumbsup: :clap: :clap: :clap: :clap: :cash: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: ongchef on May 05, 2015, 03:22:00 PM
 :D :D :D..........mana itu poorchard 68~168!!! :thumbsup: :thumbsup: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 04:36:26 PM
If your portfolio goes to over 50% loss, that means there is something very wrong with your investment approach.

It's like a person going skiing in the mountains of Switzerland and then suddenly there is an avalanche far away.

You can clearly see the avalanche is heading towards you.

And instead of doing anything, you continue to stay where you are and watch that avalanche coming at you, closer, and closer, and closer, and WHAMMM...!!

 :thumbsup:
 :clap: :clap: :clap:
Title: Re: My investments are kaput.
Post by: ongchef on May 05, 2015, 04:38:30 PM
 :D :D :D.....kap pong abalones,heng huat arrrr!!!....pin neng lang ai sai bor!! :thumbsup: :clap: :clap: :clap: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: ongchef on May 05, 2015, 04:42:59 PM
 :thumbsup:.............pin neng lang ,heng arr!!!huatTTTTTtt arrrr!!!! :clap: :clap: :clap: :cash: :cash: :cash: :cash: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 05, 2015, 04:48:07 PM
We all know 3i uses historical EPS chart as his prediction of future performance.
So long as past EPS went up and up, this stock has a bright future.
 


I looked at the past 10 years historical data.   Just to see how the company did over this period, which would have incorporated 2 business cycles.

Then I forecast the next 5 years of the company's future.   :) :cash:
Title: Re: My investments are kaput.
Post by: ongchef on May 05, 2015, 05:03:01 PM
 :);;;kar lam por kia,kong hor leow,pin neng lang yaw liew tor!!! :thumbsup: :clap: :clap: :clap: :cash: :cash: :cash: :handshake: :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 10:31:52 AM
Count my losses when analysing risks.    :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 10:33:55 AM
What looks safe may be unsafe.

Challenge assumptions and be open to new facts.
Title: Re: My investments are kaput.
Post by: DR KIM on May 08, 2015, 10:37:06 AM
What looks safe may be unsafe.

Challenge assumptions and be open to new facts.

NEXGRAM  COMINGGGGGGGGGGGGGGGGGGGGGGGGG :clap: :clap: :clap: :clap: :clap:

Welcome  Aboard >> It's NOW  OR  NEVERRRRRRR :thumbsup: :handshake: :handshake:
Title: Re: My investments are kaput.
Post by: johnmaster on May 08, 2015, 10:37:10 AM

I looked at the past 10 years historical data.   Just to see how the company did over this period, which would have incorporated 2 business cycles.

Then I forecast the next 5 years of the company's future.   :) :cash:

that's good, now u are trying to see the future with forecast. By the way how do you do the forecast ? don't tell me u use data to do forecast
Title: Re: My investments are kaput.
Post by: johnmaster on May 08, 2015, 10:38:49 AM
that's good, now u are trying to see the future with forecast. By the way how do you do the forecast ? don't tell me u use data to do forecast

let me give u beginner lesson. First, dig out their directors and all their key employees, analyse them first.
Title: Re: My investments are kaput.
Post by: johnmaster on May 08, 2015, 10:41:32 AM
let me give u beginner lesson. First, dig out their directors and all their key employees, analyse them first.

Future of a company depends on the people, not data. You know why I bought into MSPORTS, it is because of people also. I buy it because of the new CFO from Green Yield.
Title: Re: My investments are kaput.
Post by: johnmaster on May 08, 2015, 10:42:17 AM
Future of a company depends on the people, not data. You know why I bought into MSPORTS, it is because of people also. I buy it because of the new CFO from Green Yield.

of cos other factors like fundamentals and business are also important.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 08, 2015, 11:02:32 AM
let me give u beginner lesson. First, dig out their directors and all their key employees, analyse them first.

How to analyze? From their face?
Title: Re: My investments are kaput.
Post by: Dorky on May 08, 2015, 11:06:20 AM
How to analyze? From their face?

1. Face reading.
2. Body odor analysis.
3. Blood checkup for diabetes.
4. BMI checkup.
5. Etc.
Title: Re: My investments are kaput.
Post by: MrNo1 on May 08, 2015, 11:08:31 AM
Set your cut loss price bro.. Once reach your cut loss point..MUST CUT bro...
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 12:20:54 PM
1. Face reading.
2. Body odor analysis.
3. Blood checkup for diabetes.
4. BMI checkup.
5. Etc.


Dorky

Are u a doctor?   :)
Title: Re: My investments are kaput.
Post by: johnmaster on May 08, 2015, 12:32:28 PM
How to analyze? From their face?

Find out their background, their abilities, their health.. a lot of thing. Because whether the company make loss or profit , fraud or no fraud all depends on them.

Once you are satisfied with them, then u study their business and the environment they are operating in

then you study their customers, good customer bad customer...
Title: Re: My investments are kaput.
Post by: Dorky on May 08, 2015, 01:16:33 PM

Dorky

Are u a doctor?   :)

No more guessing game.

I am a multi-talented handsome young man.    :nod: :shake: :nod: :shake: :nod: :shake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 01:54:00 PM
No more guessing game.

I am a multi-talented handsome young man.    :nod: :shake: :nod: :shake: :nod: :shake:




This worker is having lunch break.

Otherwise, the boss will be upset.   :D

Work hard and smart, above all, be very humble.   :thumbsup: :clap:



Title: Re: My investments are kaput.
Post by: Gladiator on May 08, 2015, 01:59:30 PM
How to analyze? From their face?

From their figure, those with 36 24 36 are best employee or director  :thumbsup: :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 04:31:15 PM
The secret to building wealth:   GROW INTRINSIC VALUE.   

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 08, 2015, 04:35:32 PM
No more guessing game.

I am a multi-talented handsome arrogant young man.    :nod: :shake: :nod: :shake: :nod: :shake:
Fixed!  :giggle:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 04:39:08 PM
My blunders:

Past

Present

Future



Mistakes there are

Do not gloss over them

Public postmortems do not reduce the number of mistakes

However, hopefully, one is less likely to repeat them.

Believing we are master of universe will lead to disaster.

By making fun of oneself, keeps it real.

Besides keeping ego in check.

Also, giving others bragging rights, if they wish to.


 :)
Title: Re: My investments are kaput.
Post by: eye-hub on May 08, 2015, 04:57:27 PM
How to analyze? From their face?


analyze from their face???


see old man no money no money...


anytime he is a billionaire :D :D :D :D :D :D :D
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 08, 2015, 05:57:33 PM
No more guessing game.

I am a multi-talented handsome young man.    :nod: :shake: :nod: :shake: :nod: :shake:

Are you Amos Yee?
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 08, 2015, 06:02:42 PM
Find out their background, their abilities, their health.. a lot of thing. Because whether the company make loss or profit , fraud or no fraud all depends on them.

Once you are satisfied with them, then u study their business and the environment they are operating in

then you study their customers, good customer bad customer...


Annual reports will never, ever publish anything bad on the directors by the directors themselves.

As for photos, directors will PS their photos to make them look the best, so photograph to support good health not useful.
Title: Re: My investments are kaput.
Post by: johnmaster on May 08, 2015, 06:26:02 PM
Annual reports will never, ever publish anything bad on the directors by the directors themselves.

As for photos, directors will PS their photos to make them look the best, so photograph to support good health not useful.

that is why people like iinvestsmart are losing money, they depend on annual reports. You have to walk out of it and don't depend so much on reported information. Most of them are polished reports, make in the way that shareholders wants to read.
Title: Re: My investments are kaput.
Post by: eye-hub on May 08, 2015, 06:31:09 PM
that is why people like iinvestsmart are losing money, they depend on annual reports. You have to walk out of it and don't depend so much on reported information. Most of them are polished reports, make in the way that shareholders wants to read.


LG.....come come try out molek old town...


And u will 100% not touch old town....


Title: Re: My investments are kaput.
Post by: kittima on May 08, 2015, 07:17:17 PM
The secret to building wealth:   GROW INTRINSIC VALUE.   

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
 :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:

How to judge intrinsic value?
Title: Re: My investments are kaput.
Post by: Dorky on May 08, 2015, 07:23:15 PM
My blunders:

Past

Present

Future



Mistakes there are

Do not gloss over them

Public postmortems do not reduce the number of mistakes

However, hopefully, one is less likely to repeat them.

Believing we are master of universe will lead to disaster.

By making fun of oneself, keeps it real.

Besides keeping ego in check.

Also, giving others bragging rights, if they wish to.


 :)

Most of us are "humble" enough to sort of "admit" we are imperfect, and yet at the same time are unable to pinpoint nor identify where is our imperfections. For the very few of those who can (identify some of the many imperfections), most cannot do self-correction and instead keep going the same old way (on the few imperfections that they got identified).
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 08:00:50 PM
Most of us are "humble" enough to sort of "admit" we are imperfect, and yet at the same time are unable to pinpoint nor identify where is our imperfections. For the very few of those who can (identify some of the many imperfections), most cannot do self-correction and instead keep going the same old way (on the few imperfections that they got identified).



I am so glad you benefitted.   :)
Title: Re: My investments are kaput.
Post by: Dorky on May 08, 2015, 08:11:42 PM


I am so glad you benefitted.   :)

I know you learned from me.  ;)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 09:20:22 PM
I know you learned from me.  ;)


I am humble.

I learned from Dorky:

1.  Not to indulge in options, as this is not within my competence.
2.  To stay within my circle of competence, however small this may be.
3.   I only buy warrants issued by the parent company in certain selected situations.
Title: Re: My investments are kaput.
Post by: Dorky on May 08, 2015, 10:08:17 PM

I am humble.

I learned from Dorky:

1.  Not to indulge in options, as this is not within my competence.
2.  To stay within my circle of competence, however small this may be.
3.   I only buy warrants issued by the parent company in certain selected situations.

I am glad.

But on point #3, I believe you never bought any warrant. Those warrants were issued/given to you.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 10:39:02 PM
I am glad.

But on point #3, I believe you never bought any warrant. Those warrants were issued/given to you.



Be humble.

I do buy warrants, to leverage on the upside in selected situations.    :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 08, 2015, 10:47:24 PM
There is only one kind of people that I know is making money now: traders and momentum traders.....If you don't belong to this special breed, be very careful. You can loose your shirt minus your pants....yes....pants(plural).


http://turtleinvestor888.~.com/2015/05/when-kings-got-dethroned_7.html


  :(
Title: Re: My investments are kaput.
Post by: Dorky on May 08, 2015, 11:23:32 PM
There is only one kind of people that I know is making money now: traders and momentum traders.....If you don't belong to this special breed, be very careful. You can loose your shirt minus your pants....yes....pants(plural).


http://turtleinvestor888.~.com/2015/05/when-kings-got-dethroned_7.html


  :(

Link does not even work.
But I feel kinda proud.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 08, 2015, 11:42:35 PM
There is only one kind of people that I know is making money now: traders and momentum traders.....If you don't belong to this special breed, be very careful. You can loose your shirt minus your pants....yes....pants(plural).


Since 3i does not belong to the special breed of traders and momentum traders, which investments did you make the cause you to lose 50%?
Title: Re: My investments are kaput.
Post by: kittima on May 08, 2015, 11:53:43 PM
Since 3i does not belong to the special breed of traders and momentum traders, which investments did you make the cause you to lose 50%?

Investment kaput 50% in certain period is not a big deal for 3i, for eg. Dlady bought at 6++, appreciate to 40++, and then for some sentiment reason drop from 40++ to 20++ in few months, with the cost of 6++, the loose 50% in that certain period mean nothing to him.
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 12:11:23 AM
So many people care about 3i, and yet 3i is so secretive.   :)
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 09, 2015, 12:37:09 AM
let me give u beginner lesson. First, dig out their directors and all their key employees, analyse them first.
Second, stalk their private lifes.....  :D
Title: Re: My investments are kaput.
Post by: Richard188 on May 09, 2015, 12:40:02 AM
Investment kaput 50% in certain period is not a big deal for 3i, for eg. Dlady bought at 6++, appreciate to 40++, and then for some sentiment reason drop from 40++ to 20++ in few months, with the cost of 6++, the loose 50% in that certain period mean nothing to him.

He already suffer 50% Mean if he Investment Rm 500,000.00 Now only left Rm 250,000.00

That means RM 250,000.00 is gone.  :shake: :shake: :shake:  :nod: :nod:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 06:00:36 AM
Bottom-line…

To be good at investing, you need to learn how to
invest the right way.

 :thumbsup:
Title: Re: My investments are kaput.
Post by: king on May 09, 2015, 06:15:52 AM
Bottom-line…

To be good at investing, you need to learn how to
invest the right way.

 :thumbsup:

In t long run,

Mkt dun care who is right,
But mkt determines who is Left.

HaHaHa.
Title: Re: My investments are kaput.
Post by: johnmaster on May 09, 2015, 06:17:43 AM
He already suffer 50% Mean if he Investment Rm 500,000.00 Now only left Rm 250,000.00

That means RM 250,000.00 is gone.  :shake: :shake: :shake:  :nod: :nod:

Last time he say he has RM300 million , if lose 50% means he lose RM150 million :sweat:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 08:02:16 AM
Last time he say he has RM300 million , if lose 50% means he lose RM150 million :sweat:



If you were born poor, please don't blame yourself.

If you die poor, please do.    :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 08:05:18 AM
Healthy cultures create wealth; toxic cultures destroy it.


 :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 08:06:12 AM
To create long-lasting wealth, don't lose money.


 :thumbsup:
Title: Re: My investments are kaput.
Post by: johnmaster on May 09, 2015, 08:27:14 AM
Last time he say he has RM300 million , if lose 50% means he lose RM150 million :sweat:

you see his signature, he say he win RM160K from dutch lady but lose RM150 million from other investment ( RM300 million is what he say last time ). Brilliant investment strategy :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 08:30:07 AM
you see his signature, he say he win RM160K from dutch lady but lose RM150 million from other investment ( RM300 million is what he say last time ). Brilliant investment strategy :)


I am so glad you now have some bragging rights; courtesy of 3i.    :handshake: :thumbsup:
 :)
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 09:53:38 AM
As always, 3i is a black box.  :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 09:55:50 AM
As always, 3i is a black box.  :)



Dorky is off on weekends.   Only goes to work Monday to Friday. 


Must be careful to curi curi post during working hours.
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 11:18:15 AM


Dorky is off on weekends.   Only goes to work Monday to Friday. 


Must be careful to curi curi post during working hours.

50% loss must be terrible and upsetting.  :)     :(     :'(
Title: Re: My investments are kaput.
Post by: johnmaster on May 09, 2015, 12:30:49 PM
50% loss must be terrible and upsetting.  :)     :(     :'(

don't worry about him lah, I doubt he lose so much.. he just want some attention that's all.
Title: Re: My investments are kaput.
Post by: king on May 09, 2015, 12:39:18 PM
50% loss must be terrible and upsetting.  :)     :(     :'(

AAX ipo 2 yrs ago

1.25

How many % loss ??
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 01:14:46 PM
50% loss must be terrible and upsetting.  :)     :(     :'(


It is not uncommon for a stock to lose 50% in a year; often even over a shorter time frame.

Have you, personally, been in the situation when your portfolio quotation all value was down 50%?   


 :innocent:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 01:17:41 PM
don't worry about him lah, I doubt he lose so much.. he just want some attention that's all.


Risk free interest rate 3.5% per year.

4 years return=12%.


Holding onto a stock for 4 years with 0% yield and 0% capital appreciation, requires a lot of faith.   :)

JM, Do you disagree?    :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 01:19:49 PM
AAX ipo 2 yrs ago

1.25

How many % loss ??



AAX today is 39.5 sen.

AAX blames MAS for its poor performance.   :(

Avoid airlines in general.    :thumbsup:
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 02:07:29 PM

It is not uncommon for a stock to lose 50% in a year; often even over a shorter time frame.

Have you, personally, been in the situation when your portfolio quotation all value was down 50%?   


 :innocent:

Wow, and I thought that only happens to traders.
Never thought the same can happen to investors too.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 02:30:11 PM

It is not uncommon for a stock to lose 50% in a year; often even over a shorter time frame.

Have you, personally, been in the situation when your portfolio quotational value  was down 50%?   


 :innocent:
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 02:55:43 PM
Quotational value?
Wow. Does that mean if you buy a stock @ RM10 and then it goes down to RM0.10, that is just quotational value and should not be worried?
Today I learned something new from 3i.  :clap:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 09, 2015, 03:06:08 PM

It is not uncommon for a stock to lose 50% in a year; often even over a shorter time frame.

Have you, personally, been in the situation when your portfolio quotation all value was down 50%?   


 :innocent:

1. It is not uncommon for a stock to fall 50% in a year. But it is also uncommon an experience investor to fall trap for that and even more so did not cut loss in time.

2. Actually no. Most of us know how to cut loss before letting it snowballed.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 03:17:11 PM
1. It is not uncommon for a stock to fall 50% in a year. But it is also uncommon an experience investor to fall trap for that and even more so did not cut loss in time.

2. Actually no. Most of us know how to cut loss before letting it snowballed.


Thanks for sharing.   Traders should always set their cut loss level.   

Investors may look at the same situation quite differently.   :)



Quotational value?
Wow. Does that mean if you buy a stock @ RM10 and then it goes down to RM0.10, that is just quotational value and should not be worried?
Today I learned something new from 3i.  :clap:


For the last 22 years, I have been investing regularly into the stock market.

There was not a single day when I was 100% in cash.

If you are frightened out of your stocks or portfolio due to a falling market, you are not an investor.

Stay clear of the stock market.

For those who wish to be in the market building wealth for the long term, they should be prepared for the situation, though uncommon, when the total quotation all values of their portfolio fall by half.

This is not the same as the intrinsic values of the stock or portfolio.
Title: Re: My investments are kaput.
Post by: kittima on May 09, 2015, 03:39:24 PM

Thanks for sharing.   Traders should always set their cut loss level.   

Investors may look at the same situation quite differently.   :)


Investors look at 50% drop is a great opportunity to average down the price buy invest more into it, provided the fundamental is still the same with their initial buy in time.......
Title: Re: My investments are kaput.
Post by: I want to be rich on May 09, 2015, 03:56:30 PM
Changes in Sub. S-hldr's Int. (29B)

DUTCH LADY MILK INDUSTRIES BERHAD

Particulars of substantial Securities Holder

Name

AmanahRaya Trustees Berhad - Skim Amanah Saham Bumiputera
Address   Tingkat 4, Balai PNB
201-A, Jalan Tun Razak
50400 Kuala Lumpur
NRIC/Passport No/Company No.   766894-T
Nationality/Country of incorporation   Malaysia
Descriptions (Class & nominal value)   Ordinary Shares of RM1.00 each
Name & address of registered holder   AmanahRaya Trustees Berhad - Skim Amanah Saham Bumiputera
Tingkat 4, Balai PNB
201-A, Jalan Tun Razak
50400 Kuala Lumpur
Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction   Date of change   
No of securities
Price Transacted (RM)
Disposed   07/04/2015   
12,700
 

Circumstances by reason of which change has occurred   Sale of Shares
Nature of interest   Direct Interest
Direct (units)   10,030,000
Direct (%)   15.67
Indirect/deemed interest (units)   
Indirect/deemed interest (%)   
Total no of securities after change   10,030,000
Date of notice   07/04/2015
Why the selling in latest filing?
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 04:00:29 PM
I think "fundamental" is an overused word.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 09, 2015, 04:09:22 PM

Thanks for sharing.   Traders should always set their cut loss level.   

Investors may look at the same situation quite differently.   :)

For the last 22 years, I have been investing regularly into the stock market.

There was not a single day when I was 100% in cash.

If you are frightened out of your stocks or portfolio due to a falling market, you are not an investor.


Totally disagree.

How can you allow your losses to snowball 50% and call your a investor ? If you are a fund manager, you will be sacked immediately. People who lost of their portfolio value are known by one term only - L.O.S.E.R !

Just because you hold on to your falling stocks doesnt make you a calm investor, it makes you a loser.

Just because somebody cash out doesn't make them inferior, at least they salvage greater resources to fight another day.

If you are someone who play chess, I believe a kid can beat you because all your checkers only move in one manner - Forward or Perish!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 04:26:57 PM
Totally disagree.

How can you allow your losses to snowball 50% and call your a investor ? If you are a fund manager, you will be sacked immediately. People who lost of their portfolio value are known by one term only - L.O.S.E.R !

Just because you hold on to your falling stocks doesnt make you a calm investor, it makes you a loser.

Just because somebody cash out doesn't make them inferior, at least they salvage greater resources to fight another day.

If you are someone who play chess, I believe a kid can beat you because all your checkers only move in one manner - Forward or Perish!



Funny you should mention chess.


I was unbeatable in chess at a certain time in my youthful life.   :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 04:29:46 PM
Totally disagree.

How can you allow your losses to snowball 50% and call your a investor ? If you are a fund manager, you will be sacked immediately. People who lost of their portfolio value are known by one term only - L.O.S.E.R !

Just because you hold on to your falling stocks doesnt make you a calm investor, it makes you a loser.

Just because somebody cash out doesn't make them inferior, at least they salvage greater resources to fight another day.

If you are someone who play chess, I believe a kid can beat you because all your checkers only move in one manner - Forward or Perish!



Do you agree that Berkshire Hathaway is a stock where the shareholders hold for long term?

What happened to share of BErkshire Hathaway in 2008?

What is the price of Berkshire Hathaway today?

Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 09, 2015, 05:07:17 PM


Do you agree that Berkshire Hathaway is a stock where the shareholders hold for long term?

What happened to share of BErkshire Hathaway in 2008?

What is the price of Berkshire Hathaway today?



You still do not understand what people are trying to tell you.

Even if Stock A has good fundamentals, it will meet temporary setbacks.
It is during those temporary setbacks we move the fund out of Stock A to say Stock B that is enjoying a prosperity.
After Stock B have run out of their good times, we move the funds back to Stock A.
This is what we mean dont fall in love with stock, be in love with the money.
This is portfolio management.

If you are a fund manager and you tell the story to your boss "No, we will never sell no matter what...... see Berkshire Hathaway/Warren Buffett 2008". You will be sacked immediately.
Title: Re: My investments are kaput.
Post by: eye-hub on May 09, 2015, 05:11:09 PM
To create long-lasting wealth, don't lose money.


 :thumbsup:


lose money young stil ok....

lose money old like me....

then no one will pity u....
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 05:36:46 PM


Funny you should mention chess.


I was unbeatable in chess at a certain time in my youthful life.   :)

Recently I played chess with someone who claimed to "wakil negeri" in his youth and I beaten him few times with ease.
I would personally say his "wakil negeri" status was probably invalid.
I consider my chess skill is around 1200 only.
Be aware of bias not only in investing, but also in personal every day life.
Title: Re: My investments are kaput.
Post by: Dorky on May 09, 2015, 05:42:16 PM


Do you agree that Berkshire Hathaway is a stock where the shareholders hold for long term?

What happened to share of BErkshire Hathaway in 2008?

What is the price of Berkshire Hathaway today?



You are not able to differentiate the difference between BH and the investments of BH.
On one hand WB the BS of BH argued not to pay dividend, but at the same time invest in companies that pay good dividends.
Thus if you understand BH just the same way as you would understand BH's investment of companies, then I believe that may be one reason why your portfolio lost over 50%.
Title: Re: My investments are kaput.
Post by: Richard188 on May 09, 2015, 05:48:23 PM

lose money young stil ok....

lose money old like me....

then no one will pity u....

how come u can loss a lots of money from stock, you did not cut loss meh.?   :nod: :( 8)
Title: Re: My investments are kaput.
Post by: eye-hub on May 09, 2015, 07:39:55 PM
Haha....

Long story...

20years ago liao...


how come u can loss a lots of money from stock, you did not cut loss meh.?   :nod: :( 8)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 09:42:53 PM
Recently I played chess with someone who claimed to "wakil negeri" in his youth and I beaten him few times with ease.
I would personally say his "wakil negeri" status was probably invalid.
I consider my chess skill is around 1200 only.
Be aware of bias not only in investing, but also in personal every day life.



That was in my school days. 

I was very good.

Sometimes, I lost to another.
Title: Re: My investments are kaput.
Post by: CurryLee on May 09, 2015, 09:47:38 PM
Chess so boring still got pple play   :shake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 09:49:07 PM

lose money young stil ok....

lose money old like me....

then no one will pity u....


In 1997, my portfolio got decimated but recovered when market rebounded.


In 2008, my portfolio got decimated again, but recovered when market rebounded.


I did not sell the core holdings in my portfolio.


Lucky my stocks were high quality great companies stocks.
Title: Re: My investments are kaput.
Post by: ikan besar on May 09, 2015, 09:49:32 PM
Chess so boring still got pple play   :shake:

 :D :D :D :D :D :D :D :D :D :D :D :D :D

better go tangkap spider , ikan , fly kite ,  play marble , go Zouk ,

go Chi chong Kai eat chicken rice , sometime got strip show ,

for racing kaki can go Duke highway.

lagi baguk
Title: Re: My investments are kaput.
Post by: king on May 09, 2015, 09:50:33 PM
Chess so boring still got pple play   :shake:

play chest, how?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 09:50:40 PM
Chess so boring still got pple play   :shake:


Intellectual stimulating, but have stopped playing for years.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 09:52:14 PM
:D :D :D :D :D :D :D :D :D :D :D :D :D

better go tangkap spider , ikan , fly kite ,  play marble , go Zouk ,

go Chi chong Kai eat chicken rice , sometime got strip show ,

for racing kaki can go Duke highway.

lagi baguk


Had done all the above too, except the racing bit.   :D
Title: Re: My investments are kaput.
Post by: CurryLee on May 09, 2015, 10:00:27 PM
If I go Chee Cheong Kai n got a girl strip ah... I will quickly buy 3 sap Khau Sam kin tshirt n wear for her then I will karate kick off all the devices that r trying to video her!  >:D
Title: Re: My investments are kaput.
Post by: xin96 on May 09, 2015, 10:00:41 PM

Intellectual stimulating, but have stopped playing for years.

Chess is  a nice game
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 10:09:22 PM
You are not able to differentiate the difference between BH and the investments of BH.
On one hand WB the BS of BH argued not to pay dividend, but at the same time invest in companies that pay good dividends.
Thus if you understand BH just the same way as you would understand BH's investment of companies, then I believe that may be one reason why your portfolio lost over 50%.


Buffett invests in great companies.

These companies have high return on invested capital greater than the cost of capital.   These companies require relatively little CAPEX to maintain and grow their businesses.  They generate a lot of free cash flow, the excess of which, Buffett encourages the CEOs to pass on to Berkshire Hathaway to be allocated productively.  

Because Buffett is able to reinvest these FCF at high rates of returns, it doesn't make sense to distribute dividends.   Shareholders, those who are intelligent ones, love this.   :thumbsup: :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 09, 2015, 10:10:37 PM
Chess is  a nice game




Yes, I agree with you.   Just enjoy the game with a good friend. 
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 10, 2015, 06:48:56 AM
You still do not understand what people are trying to tell you.

Even if Stock A has good fundamentals, it will meet temporary setbacks.
It is during those temporary setbacks we move the fund out of Stock A to say Stock B that is enjoying a prosperity.
After Stock B have run out of their good times, we move the funds back to Stock A.
This is what we mean dont fall in love with stock, be in love with the money.
This is portfolio management.

If you are a fund manager and you tell the story to your boss "No, we will never sell no matter what...... see Berkshire Hathaway/Warren Buffett 2008". You will be sacked immediately.


Fund managers are focus on short term performances.   
As your own portfolio manager, you have your preferred choice.
I choose long term performance, with minimal turnover of my portfolio.
Title: Re: My investments are kaput.
Post by: stockraider on May 10, 2015, 09:50:05 AM


Funny you should mention chess.


I was unbeatable in chess at a certain time in my youthful life.   :)

U R Great Chess Player ?
Raider is one of great Chess Kampung Player at one time.
Raider won a few thousand ringgit participating in kampong chess circuit.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 10, 2015, 11:08:41 AM
U R Great Chess Player ?
Raider is one of great Chess Kampung Player at one time.
Raider won a few thousand ringgit participating in kampong chess circuit.


Didn't win money, only prizes.   :)


(+ lady admirers / gfs).  :D
Title: Re: My investments are kaput.
Post by: stockraider on May 10, 2015, 11:47:48 AM
ONE OF THE STRATEGY OF TRADERS.

WHICH OF THE UMA COUNTERS ARE WORTHWHILE BUYING NOW ?



2015 UMA STOCK LIST

28 Apr 2015 UNUSUAL MARKET ACTIVITY - TECNIC's shares.
20 Apr 2015 UNUSUAL MARKET ACTIVITY - BIOHLDG's shares.
07 Apr 2015 UNUSUAL MARKET ACTIVITY -  TAKASO's shares.
17 Mar 2015 UNUSUAL MARKET ACTIVITY - ETITECH's shares.
12 Mar 2015 UNUSUAL MARKET ACTIVITY - LEESK's shares. 
10 Mar 2015 UNUSUAL MARKET ACTIVITY - PRIVA's shares.
06 Mar 2015 UNUSUAL MARKET ACTIVITY - CYBERT's shares.
03 Mar 2015 UNUSUAL MARKET ACTIVITY - CIHLDG's shares.
26 Feb 2015 UNUSUAL MARKET ACTIVITY - WINTONI's shares.
24 Feb 2015 UNUSUAL MARKET ACTIVITY - ASIABIO's shares.
13 Feb 2015 UNUSUAL MARKET ACTIVITY - PERISAI's shares.
27 Jan 2015 UNUSUAL MARKET ACTIVITY - SYSTECH's shares.
22 Jan 2015 UNUSUAL MARKET ACTIVITY - SCNWOLF's shares.
16 Jan 2015 UNUSUAL MARKET ACTIVITY - IFCAMSC's shares.

Updated 29/4/15 




Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 10, 2015, 03:22:45 PM
Over long periods of time, a diversified stock portfolio outperforms bonds and cash, but in the intermediate term, investors are subject to downturns that wipe them out.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 10, 2015, 03:34:19 PM
In 1997 and 2008:  the severity and the swiftness of the declines caught most unaware, and laid waste to the claim that equities, by any account, are superior investments relative to corporate bonds or cash.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 11, 2015, 04:22:37 PM
After so many years posting in this forum, I managed to post a picture as my avatar.

This is going to be fun.   :)
Title: Re: My investments are kaput.
Post by: ahbah on May 11, 2015, 04:47:38 PM
After so many years posting in this forum, I managed to post a picture as my avatar.

This is going to be fun.   :)

What does your avatar mean to u ?
Title: Re: My investments are kaput.
Post by: 1ton on May 11, 2015, 05:03:40 PM
i love my avatar :P :P :P
Title: Re: My investments are kaput.
Post by: king on May 11, 2015, 05:04:34 PM
i love my avatar :P :P :P

SIOK NYA
Title: Re: My investments are kaput.
Post by: cockcroach on May 11, 2015, 05:33:05 PM
SIOK NYA

 :thumbsup:
Like
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 11, 2015, 07:42:51 PM
After so many years posting in this forum, I managed to post a picture as my avatar.

This is going to be fun.   :)

3i new avatar is a cup of expensive latte/capuccino. What's the meaning?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 11, 2015, 08:56:04 PM
3i new avatar is a cup of expensive latte/capuccino. What's the meaning?


No meaning attached to this avatar.

I was trying this picture to see if I can post an avatar and was so happy that, for the first time in this forum, I succeeded.

 :D


Joy of a good cup of coffee.

But nothing can beat the coffee of yesterday-years.   
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 12, 2015, 04:46:53 AM

No meaning attached to this avatar.

I was trying this picture to see if I can post an avatar and was so happy that, for the first time in this forum, I succeeded.

 :D


Joy of a good cup of coffee.

But nothing can beat the coffee of yesterday-years.

Can you share with us what is the stock/stocks that caused your 50% losses?
Title: Re: My investments are kaput.
Post by: king on May 12, 2015, 04:50:39 AM
Can you share with us what is the stock/stocks that caused your 50% losses?

Ya, so v can learn together.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 12, 2015, 01:49:15 PM
Returns

Volatility

Trading volume


 :cash:
Title: Re: My investments are kaput.
Post by: cockcroach on May 12, 2015, 01:54:07 PM
Returns

Volatility

Trading volume


 :cash:

How come you cannot mention those counters that contributed to  your 50% portfolio down? Nobody's going to judge you
Title: Re: My investments are kaput.
Post by: king on May 12, 2015, 01:56:06 PM
How come you cannot mention those counters that contributed to  your 50% portfolio down? Nobody's going to judge you

HaHa
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 12, 2015, 02:04:16 PM
This thread serves my purpose.

 :handshake: :handshake: :cash:

My blunders:

Past

Present

Future



Mistakes there are

Do not gloss over them

Public postmortems do not reduce the number of mistakes

However, hopefully, one is less likely to repeat them.

Believing we are master of universe will lead to disaster.

By making fun of oneself, keeps it real.

Besides keeping ego in check.

Also, giving others bragging rights, if they wish to.


 :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:17:59 AM
Your Financial Psychology Determines Your Financial Success

Our financial psychology determines how we deal with money. It’s important to understand this about ourselves because it will provide greater insights into why we handle our money as we do. People tend to make more financial mistakes as a result of their feelings about money than they do because of the financial realities involved.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:21:46 AM
Your Financial Psychology Determines Your Financial Success


Essentially, we all fall into one of 2 basic financial psychologies. We may be mild or extreme cases, but we all tend to fit in one of the following categories. They are:
 
Attitude of abundance
Believing that we have or will always get whatever we need to live a good life and to support our families and ourselves. Those who have an attitude of abundance feel that the world is filled with opportunities and possibilities.

I have clients who have little money and don’t seem concerned. They never complain about finances, live comfortable lives, take frequent vacations and are generous. They seem to feel that everything will be fine and that somehow they’ll get whatever they need.

Attitude of lack
Believing that you may not have or be able to get whatever you need. I also have clients who are millionaires and have an attitude of lack. They’re always concerned that they won’t have enough.

Many of them are tightwads, compulsive savers who are always worried that they may lose what they have. Most of these people grew up in difficult financial conditions that left a lasting impression they can’t shake.
Title: Re: My investments are kaput.
Post by: king on May 13, 2015, 07:22:22 AM
Your Financial Psychology Determines Your Financial Success

Our financial psychology determines how we deal with money. It’s important to understand this about ourselves because it will provide greater insights into why we handle our money as we do. People tend to make more financial mistakes as a result of their feelings about money than they do because of the financial realities involved.

FINANCIAL

                             INDEPENDENCE
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:24:32 AM
Your Financial Psychology Determines Your Financial Success

Our financial psychology determines how we deal with money. It’s important to understand this about ourselves because it will provide greater insights into why we handle our money as we do. People tend to make more financial mistakes as a result of their feelings about money than they do because of the financial realities involved.

The way we relate to money has more to do with our attitude about life in general than how much money we have. Our feelings of abundance or lack do not correlate to how much we actually have, but our financial state of mind.
Title: Re: My investments are kaput.
Post by: king on May 13, 2015, 07:24:50 AM
Your Financial Psychology Determines Your Financial Success


Essentially, we all fall into one of 2 basic financial psychologies. We may be mild or extreme cases, but we all tend to fit in one of the following categories. They are:
 
Attitude of abundance
Believing that we have or will always get whatever we need to live a good life and to support our families and ourselves. Those who have an attitude of abundance feel that the world is filled with opportunities and possibilities.

I have clients who have little money and don’t seem concerned. They never complain about finances, live comfortable lives, take frequent vacations and are generous. They seem to feel that everything will be fine and that somehow they’ll get whatever they need.

Attitude of lack
Believing that you may not have or be able to get whatever you need. I also have clients who are millionaires and have an attitude of lack. They’re always concerned that they won’t have enough.

Many of them are tightwads, compulsive savers who are always worried that they may lose what they have. Most of these people grew up in difficult financial conditions that left a lasting impression they can’t shake.

BE THE MASTER OF MONEY

DUN FALL SLAVE TO MONEY
Title: Re: My investments are kaput.
Post by: king on May 13, 2015, 07:26:15 AM
The way we relate to money has more to do with our attitude about life in general than how much money we have. Our feelings of abundance or lack do not correlate to how much we actually have, but our financial state of mind.

MONEY IS JUST ANOTHER TOOL
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:26:29 AM
Your Financial Psychology Determines Your Financial Success


Essentially, we all fall into one of 2 basic financial psychologies. We may be mild or extreme cases, but we all tend to fit in one of the following categories. They are:
 
Attitude of abundance
Believing that we have or will always get whatever we need to live a good life and to support our families and ourselves. Those who have an attitude of abundance feel that the world is filled with opportunities and possibilities.

I have clients who have little money and don’t seem concerned. They never complain about finances, live comfortable lives, take frequent vacations and are generous. They seem to feel that everything will be fine and that somehow they’ll get whatever they need.



Those in the abundance camp tend to invest rather than save. They are not always looking for guaranteed or safe investments and are more prone to taking risks. They feel that if they lose money, they can always make it back. People with an attitude of abundance usually live better lifestyles and fuller lives. They are not averse to spending their money to buy the good things life has to offer and don’t waste much time worrying about the stock market, their mortgages and money in general.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:28:24 AM
Your Financial Psychology Determines Your Financial Success


Essentially, we all fall into one of 2 basic financial psychologies. We may be mild or extreme cases.

Attitude of lack
Believing that you may not have or be able to get whatever you need. I also have clients who are millionaires and have an attitude of lack. They’re always concerned that they won’t have enough.

Many of them are tightwads, compulsive savers who are always worried that they may lose what they have. Most of these people grew up in difficult financial conditions that left a lasting impression they can’t shake.



Conversely, people with an attitude of lack are always worried that they won’t have enough. Deep down, they’re afraid that they might have to struggle so they sock money away to make it through those difficult times. People with an attitude of lack tend to be savers rather than investors. They would be devastated if they lost any money since they only have a finite amount. They like to stockpile their money and avoid risk, so they put their money in the lowest yielding, but safest vehicles.
Title: Re: My investments are kaput.
Post by: king on May 13, 2015, 07:29:50 AM


Conversely, people with an attitude of lack are always worried that they won’t have enough. Deep down, they’re afraid that they might have to struggle so they sock money away to make it through those difficult times. People with an attitude of lack tend to be savers rather than investors. They would be devastated if they lost any money since they only have a finite amount. They like to stockpile their money and avoid risk, so they put their money in the lowest yielding, but safest vehicles.

I WALK T MIDDLE PATH
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:29:54 AM
The groundwork for our attitudes toward money is laid in childhood. We are strongly influenced by our parents’ attitudes and their fears, as well as our family’s financial status. “Depression Era” children, whose parents struggled to put food on the table, naturally have different attitudes toward money than children who grew up in affluent environments.

Many of us have also been influenced by how we saw our friends, family, and neighbors deal with money. We wanted what they had and wanted to live like they did, so we adopted their attitudes and tried to copy their behavior. They became our role models.

Unfortunately, many people sabotage their financial futures. Spendaholics, who get a rush from spending money, feel better when they do so. In some extreme cases, the only time certain people feel good is when they’re spending.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:31:16 AM
Your Financial Psychology Determines Your Financial Success

Our financial psychology determines how we deal with money. It’s important to understand this about ourselves because it will provide greater insights into why we handle our money as we do. People tend to make more financial mistakes as a result of their feelings about money than they do because of the financial realities involved.


Our psychology affects how we invest. Some of us are high rollers (always willing to shoot for the moon in the hopes of making a big score), while people at the other end of the spectrum are the squirrels (frightened investors so afraid to lose money they own the most conservative investments that bear the smallest returns).

Which are you? Here are some of the most common profiles. See where you fit.
Title: Re: My investments are kaput.
Post by: king on May 13, 2015, 07:32:10 AM
The groundwork for our attitudes toward money is laid in childhood. We are strongly influenced by our parents’ attitudes and their fears, as well as our family’s financial status. “Depression Era” children, whose parents struggled to put food on the table, naturally have different attitudes toward money than children who grew up in affluent environments.

Many of us have also been influenced by how we saw our friends, family, and neighbors deal with money. We wanted what they had and wanted to live like they did, so we adopted their attitudes and tried to copy their behavior. They became our role models.

Unfortunately, many people sabotage their financial futures. Spendaholics, who get a rush from spending money, feel better when they do so. In some extreme cases, the only time certain people feel good is when they’re spending.

SOUNDS LIKE
THOSE
BEHIND 1MDB
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:34:06 AM

Our psychology affects how we invest. Some of us are high rollers (always willing to shoot for the moon in the hopes of making a big score), while people at the other end of the spectrum are the squirrels (frightened investors so afraid to lose money they own the most conservative investments that bear the smallest returns).

Which are you? Here are some of the most common profiles. See where you fit.



The High Roller
Thinks that everything in life is a gamble. Wants big returns in a short period of time. Uses high-risk investment strategies and is always looking to hit the jackpot.

Usually, incurs big losses since his or her investments lack good diversification and asset allocation. Gets bored with conservative, long-term investments and tends to speculate in individual stocks, commodities and real estate.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:34:37 AM

Our psychology affects how we invest. Some of us are high rollers (always willing to shoot for the moon in the hopes of making a big score), while people at the other end of the spectrum are the squirrels (frightened investors so afraid to lose money they own the most conservative investments that bear the smallest returns).

Which are you? Here are some of the most common profiles. See where you fit.




The Abdicator
Has little or no interest in managing money. Frequently, women who know nothing about investments, but also includes men. Prefer to have someone else handle their money and will usually do what their financial advisors suggest.

Trusting and often surprised when they lose money. They are frequently taken advantage of by unscrupulous characters.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:36:23 AM

Our psychology affects how we invest. Some of us are high rollers (always willing to shoot for the moon in the hopes of making a big score), while people at the other end of the spectrum are the squirrels (frightened investors so afraid to lose money they own the most conservative investments that bear the smallest returns).

Which are you? Here are some of the most common profiles. See where you fit.



The Credit Junkie
Addicted to acquiring things rather than to building their wealth. They are usually in denial regarding their addictive spending. Tend to carry big credit card balances, drive nice cars purchased with large loans.

Since much of their income goes toward debt payments, they have little savings or net worth. They wonder why it’s so hard to get ahead while they sabotage themselves through needless, compulsive spending.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:37:33 AM

Our psychology affects how we invest. Some of us are high rollers (always willing to shoot for the moon in the hopes of making a big score), while people at the other end of the spectrum are the squirrels (frightened investors so afraid to lose money they own the most conservative investments that bear the smallest returns).

Which are you? Here are some of the most common profiles. See where you fit.




The Money Master
Like the fitness freak who spends all his or her time in the gym, the Money Master is obsessed with money management. Is well educated in all money-related matters, tends to avoid others’ advice and takes full control of his or her investments.

Employs risk controls, but isn’t fearful of investing money in a diversified investment portfolio. Reaches financial goals, but also enjoys his or her money success by living an abundant and balanced life.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:38:42 AM

Our psychology affects how we invest. Some of us are high rollers (always willing to shoot for the moon in the hopes of making a big score), while people at the other end of the spectrum are the squirrels (frightened investors so afraid to lose money they own the most conservative investments that bear the smallest returns).

Which are you? Here are some of the most common profiles. See where you fit.






The Squirrel
Savers who are as conservative as they come. They don’t overspend and they live frugally. Squirrels operate with an attitude of lack because they fear they will never have enough money.

Usually most or all of their money is in banks and treasury bills. Willing only to get low returns because they find the stock market way to risky and are deathly afraid of losses. Since they get such low returns, they have trouble keeping pace with inflation.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 07:39:23 AM
The way we relate to money is a learned behavior that is hard to change. And when it comes to money, people tend to go to extremes. Some spend their working years saving for retirement, but when they retire, they won’t spend any of it — even the interest generated by their savings and investments. Others spend freely and then have nothing left.
Title: Re: My investments are kaput.
Post by: johnmaster on May 13, 2015, 08:10:22 AM
what happened to this fellow ?
Title: Re: My investments are kaput.
Post by: johnmaster on May 13, 2015, 08:10:42 AM
Mid life crisis or what ?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 08:30:45 AM
Dividend investors are not sexy.  :)



The first investor is Anne Scheiber, who turned a $5,000 investment in 1944 into $22 million by the time of her death at the age of 101 in 1995. Anne Scheiber worked as an IRS auditor for 23 years, never earning more than $3150/year. The one important lesson she learned auditing tax returns was that the surest way to become rich in America is by accumulating stocks. She accumulated stocks in brand name companies she understood andthen reinvested dividends for decades. She never sold, in order to avoid paying taxes and commissions. She also never sold even during the 1972-1974 bear market as well as the 1987 market crash because she had high conviction in her stocks picks. She also held a diversified portfolio of almost 100 individual securities in brand names such as Coca-Cola (KO), PepsiCo (PEP), Bristol-Myers (BMY), Schering Plough (acquired by Pfizer in 2009). She read annual reports with the same inquisitive mind she audited tax returns during her tenure at the IRS and also attended annual shareholders meetings. Anne Scheiber did her own research on stocks, and was focusing her attention on strong franchises which have the opportunity to increase earnings and pay higher dividends over time.

In her later years she reinvested her dividends into tax free municipal bonds, which is why her portfolio had a 30% allocation to fixed income at the time of her death. At the time of her death, her portfolio was throwing off $750,000 in dividend and interest income annually. She donated her whole fortune to Yeshiva University, even though she never attended it herself.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 08:31:43 AM
Dividend investors are not sexy.  :)


The second investor is Grace Groner, who turned a small $180 investment in 1935 into $7 million by the time of her death in 2010. Ms Groner, who worked as a secretary at Abbott Laboratories for 43 years invested $180 in 3 shares of Abbott Laboratories (ABT) in 1935. She then simply reinvested the dividends for the next 75 years. She never sold, but just held on to her shares.

She was frugal, having grown up in the depression era, and was the classical millionaire next door type of person who was not interested in keeping up with the Joneses. Grace Groner left her entire fortune to her Alma Mater. Her $7 million donation is generating approximately $250,000 in annual dividend income.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 08:32:55 AM
Dividend investors are not sexy.   :)


The third dividend investor is Warren Buffett, the Oracle of Omaha himself. In a previous article I have outlined the reasoning behind my belief that Buffett is a closet dividend investor. He explicitly noted in his 2009 letter that "the best businesses by far for owners continue to be those that have high returns on capital and that require little incremental investment to grow". His investment in See's Candy is the best example of that.

Some of Buffett's best companies/stock that he has owned such as Geico, Coca Cola , See's Candy are exactly the types of investments mentioned above. He has mentioned that at Berkshire he tries to stick with businesses whose profit picture for decades to come seems reasonably predictable. Per Buffett the best businesses by far for owners continue to be those that have high returns on capital and that require little incremental investment to grow. In addition, his 2011 letter discussed his dividend income from all of Berkshire Hathaway investments, including his prediction that Coca Cola dividends will keep on increasing, based on the pattern of historical dividend increases.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 08:35:17 AM
Dividend investors are not sexy.    :)


These are three dividend investors, who managed to turn small investments into cash machines that generated large amounts of dividends. They were able to accomplish this through identifying quality dividend growth companies at attractive valuations, patiently reinvesting distributions and in two out of three cases maintaining a diversified portfolio of stocks. These are the lessons that all investors could profit from.

The reason why dividend investors are not highly publicized is because dividend investing is not sexy enough to be featured in the financial mainstream media. In addition to that, it is not profitable for Wall Street to sell you into the idea that ordinary investors can invest on their own. Compare this to mutual funds, annuities and other products which generate billions in commissions for Wall Street, despite the fact that they might not be in the best interest of small investors.


Dividend investing is as sexy as watching paint dry on the wall. Defining an entry criteria that selects quality dividend stocks with rising dividends over time and then patiently reinvesting these dividends while sitting on your hands is not exciting.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 01:27:33 PM
Buffett

The key to his most current wisdom is to avoid companies with debt and to embrace companies with consistent earnings
Title: Re: My investments are kaput.
Post by: Dorky on May 13, 2015, 02:03:47 PM
A person should not think of working for others but working for himself.
Likewise, an investor should not invest and then hold hard & tight (until water squirts out) and by the time of death does not even have the opportunity to enjoy the hard work, never mind if this investor gets to turn $100 into $10 million.
Title: Re: My investments are kaput.
Post by: Dorky on May 13, 2015, 02:08:22 PM
3i wakes up early in the morning and the first thing that crosses his mind is Investlah.
After he made his daily writeup, he proceed to run his sundry shop business before continuing with further writeup during lunch hour.
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 13, 2015, 02:08:40 PM
i love my avatar :P :P :P
Hmm..... She looks like mourning rather than moaning....  >:D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 04:34:11 PM
2 quick posts by Dorky after lunch. 
Back to work at 2 pm and curi curi posted before the boss appeared.   :D

Give work hard, reward your boss gratefully for the salary and lifestyle you owes him/her.   :cash:
Add value to his company and you can be sure that you have your job forever. 

This last advice is given FOC.   :)



3i wakes up early in the morning and the first thing that crosses his mind is Investlah.
After he made his daily writeup, he proceed to run his sundry shop business before continuing with further writeup during lunch hour.

A person should not think of working for others but working for himself.
Likewise, an investor should not invest and then hold hard & tight (until water squirts out) and by the time of death does not even have the opportunity to enjoy the hard work, never mind if this investor gets to turn $100 into $10 million.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 13, 2015, 10:39:44 PM

What Happened To Warren Buffett’s Top 10 Holdings Of 2006?


Summary:

Of Warren Buffett’s Top 10 holdings at the end of 2006, he currently still holds 6 (KO, AXP, WFC, MCO, JNJ, & Wesco Financial). He did not reduce his position in just 4 of the Top 10 (KO, AXP, WFC, and Wesco Financial).

Warren Buffett is a long-term investor, but only in a select few businesses. Otherwise, he tends to buy and sell like everyone else. It is interesting to note that many of his transactions are swaps and do not trigger tax payments. Examples include his Gillette for Procter & Gamble swap, the Procter & Gamble for Duracell swap, and the Graham Holdings Company for a major TV station swap.

A few notable mistakes also stand out. Selling a sizable chunk of Moody’s at the end of 2010 was not a good move. The partial sale of Anheuser-Busch just before a new buyout offer was puzzling as well. I expected Warren Buffett to have more ‘insider knowledge’ – especially in the Anheuser Busch deal – than he has demonstrated over the last decade. Warren Buffett is known to buy excellent stocks. His sell timing does not appear to be nearly as remarkable as his buy timing.




Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 08:14:04 AM
What Happened To Warren Buffett’s Top 10 Holdings Of 2006?


Summary:

Of Warren Buffett’s Top 10 holdings at the end of 2006, he currently still holds 6 (KO, AXP, WFC, MCO, JNJ, & Wesco Financial). He did not reduce his position in just 4 of the Top 10 (KO, AXP, WFC, and Wesco Financial).

Warren Buffett is a long-term investor, but only in a select few businesses. Otherwise, he tends to buy and sell like everyone else. It is interesting to note that many of his transactions are swaps and do not trigger tax payments. Examples include his Gillette for Procter & Gamble swap, the Procter & Gamble for Duracell swap, and the Graham Holdings Company for a major TV station swap.

A few notable mistakes also stand out. Selling a sizable chunk of Moody’s at the end of 2010 was not a good move. The partial sale of Anheuser-Busch just before a new buyout offer was puzzling as well. I expected Warren Buffett to have more ‘insider knowledge’ – especially in the Anheuser Busch deal – than he has demonstrated over the last decade. Warren Buffett is known to buy excellent stocks. His sell timing does not appear to be nearly as remarkable as his buy timing.






Warren Buffett's investing as depicted above is very human too.   :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 08:23:15 AM
My biggest mistakes almost always stem from buying companies where the balance sheet is deficient.

The company, a retailer, came up with the bright idea of expanding the number of stores it had in the mid-90s without raising capital.

I remember noting that the leverage seemed high.

Still, it seemed very cheap, and one of my favorite value investors,  owned a little less than 10% of the common stock.

So I bought some, and averaged down three times before the bankruptcy, and one time afterwards, until I learned my favorite value investor was selling his stake, and when he did so, he did it without any thought of what it would do to the stock price.


Lessons:

1) Don’t average down more than once, and only do so limitedly, without a significant analysis.

2) Don’t engage in hero worship, and have initial distrust for single large investors until they prove to be fair to all outside passive minority investors,

3) Avoid overly indebted companies.  :thumbsup: :thumbsup:   Avoid asset liability mismatches.

4) Analyze whether management has a decent strategy, particularly when they are up against stronger competition.   :thumbsup:

5) Impose a diversification limit. Even though I concentrate positions and industries in my investing, I still have limits.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 08:51:40 AM
Biggest Mistake:
I didn’t understand how the riskiness of stocks is relatively low in the accumulation phase and rises as the ratio of investment capital to human capital increases. 

Consequently, I was too conservative when I was young. 

Below the age of 40, the saver actually seeks risk, as volatility early in the savings phase increases eventual wealth.



How He Could Have  Fixed It:
Invest early in life.   :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 08:54:27 AM
Biggest Mistake:

I would say that my biggest mistake is not one investment. It is the methodology that led to the mistakes.

I should have developed a checklist much earlier for my investment decision making process.


How He Could Have Fixed It:

With the checklist, a lot of mistakes could have been avoided.

Now my investment checklist checks the quality of the business, the valuation, and the recent business development.    :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 10:45:25 AM
Biggest Mistake:

In 2002 I invested in XXX due to the 'bad publicity' scare and its impact on the company. I held it and was feeling pretty smart as share rose >$40.

In 2006 they spun off this little ‘company’ as I called it named YYY. I knew nothing about the company as there weren’t any in my area yet.

Upon receiving the shares in the spin I sold them shortly after for ~$50 thinking I got a good price for this small chain. They sit today at $647


How He Could Have  Fixed It:

The lesson here is before you develop an opinion about a company, you owe it to yourself to at least do work on it.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 10:47:34 AM
Biggest Mistake:

The mistake that most make is failing to faithfully follow the output of the model,  preferring instead to substitute their own judgement. When they do so,  they invariably underperform.

It’s incredibly difficult to do it without substituting one’s own biases.   :thumbsup:

It’s a mistake I’ve made a lot.


How He Could Have  Fixed It:

Research shows that most equity investors are best served by following simple statistical models.





K
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 10:50:12 AM
Biggest Mistake:

The biggest mistake I ever made as an investor didn’t have to do with any individual stock pick — it was failing to accurately assess my own time and investment skill set which lead me to try to replicate the investment style of gifted people like Warren Buffett and Peter Lynch.   :(

These big named, fantastically successful, investors often make investing sound easy but laying behind their tremendous success are decades of dedicated study, a high degree of investment/business aptitude, and the time to apply a detailed investment strategy that’s often summed up in just a few sentences.



How He Could Have Fixed It:

What I should have done was adopted a mechanical investment strategy since these strategies are easy to apply for average investors and very profitable.

That shift would have turned years of early losses and frustration into an even longer record of great investment results.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 10:56:57 AM
Biggest Mistake:

I would say I’ve made a number of mistakes. It’s a very long list.

But, I will say they usually have a common thread: I stretched the definition of margin of safety, where I was willing to pay up a little bit for a really good story.

For example, we have taken a beating in that stock. We tested the financials for $70 a barrel of oil. I thought we were rock solid. I could not imagine a scenario in which oil was going under $70. Insiders in the company were buying, :thumbsup: they owned a good deal of the company. They were a dominant driller in the region, and the region was coming back a little. Then oil prices went to $70, and then $60, and then $50, and now there’s no drilling in the region.  :(  They’re cold stacking rigs, which cost a lot of money.

So your margin of safety is completely shot. It’s gone.   :(

This is the first time I can remember, where we had high commodity prices, and you still had stocks trading below book value. In hindsight, that should have been a clue.


How He Could Have  Fixed It:

You do have to look at the extreme or unthinkable scenario on the downside, and not just the reasonable one.    :thumbsup: :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 10:59:31 AM
Biggest Mistake:

The biggest mistake I made as an investor was believing early on in my career that the best way to achieve success in the markets was to outsmart the market or other investors.

I was just out of business school and got the CFA designation. I was under the impression I could do no wrong.

The market is a very humbling place, so eventually I learned that it’s really not about outsmarting other investors or the market as a whole, it’s about not outsmarting yourself.



How He Could Have  Fixed It:

Once I learned how to control myself, my reactions and my behavioral biases and started to focus only on those areas that are within my control it really made things much simpler for me as an investor.




[DEDICATED TO DORKY]   :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 11:06:11 AM
Biggest Mistake:

My biggest mistakes have all occurred when I’ve neglected to invest with a sufficient margin of safety.    :thumbsup: :thumbsup: :thumbsup:

Smaller mistakes have occurred when I’ve rushed into investments instead of thinking over an idea for a few days.   :thumbsup:



How He Could Have  Fixed It:

The best way to counter-act these problems is to think through negative potential outcomes for an investment.  :thumbsup: :thumbsup: :thumbsup:

Then ensure that the purchase price is low enough that if even the worst case scenario were to happen the investment wouldn’t lose money.  :thumbsup: :thumbsup: :thumbsup:

Think it over for a few days and then invest.   :thumbsup:
 
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 11:15:22 AM
Biggest Mistake:

My biggest mistake came from assuming a trend would last far longer than it actually did.

When I bought AD, it was trading at 3.5x free cash flow and seemed poised to maintain that level of cash flow for years and years to come.

Just six months later, the collapsing oil market made that cash flow outlook a distant memory and the stock fell 60%.



How He Could Have  Fixed It:

When dealing with cyclical industries, never assume the good times will last forever.   :thumbsup:

Don’t assume lean times will, either.

Always insist on a margin of safety to a conservative estimate of mid-cycle valuations.  :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 11:27:33 AM
Biggest Mistake:


The biggest mistake I have ever made was investing in technology back in 1999.

Today I don’t consider it a mistake because I have learned so much and learning that lesson early in life has and will save me much more in the future.

That said, here’s something with a little more meat on the bone: I invested in natural gas back before the shale gas revolution. It is playing out nearly exactly the same as oil today.

Anyway, shale gas changed the nature of the industry on a permanent basis and I refused to believe the evidence.    :(

Some call this confirmation bias, but I prefer egocentric blindness. High decline rates, high capital costs, it’s only a short term fad…etc.

If you check the EIA data, US NG production just reached 90 Bcf/day. It has gone up every year for 10 years. It continues to go up even though NG prices are at record lows and many companies are struggling.

They were propped up by stripping liquids but that game is now over too. NG has been roughly sub 4/mcf for a decade.



How He Could Have  Fixed It: 

“History never repeats itself, but it does rhythm.” 

The same thing is happening today in oil. Oil will likely move lower sometime this year.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 11:33:14 AM
Biggest Mistake: 

Unquestionably holding P Corp through the second half of 2008. 

I decided that the ag sector was safe enough to withstand the downturn. 

I underestimated the downturn, I overestimated the resilience of the p market and I misjudged the investor base of the stock. 

It was around a 30% position for me at the time so it was very a painful experience. 

While the monetary loss was bad, the psychological loss was probably worse. 

I learned that regardless of how strongly you think you are right, there is still a decent chance you are not, or perhaps more subtlety, that the conditions that made you right will change and you will become wrong before you realize it.    :thumbsup:




How He Could Have  Fixed It:


In order not to repeat this sort of event I honestly believe that when the stocks you own start to turn against you, you just have to sell.     :thumbsup:

It will incredibly painful and betray every instinct you have but it is necessary.   :thumbsup: :thumbsup:

To do this I think you have to prepare for it ahead of time by practicing non-attachment to what you own and by not fixating on the current value of what you own (since you will undoubtedly be selling at a lower price).   :thumbsup: :thumbsup: :thumbsup: :thumbsup: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 11:55:14 AM
Biggest Mistake:

My biggest investing mistakes have come from companies with assets that are obviously worth more than the entire company but where there are issues that prevent a sale of the asset along with another piece of the business that consumes cash / value.

The best example of this is probably PEx, which has some uniquely valuable T assets which have extreme restrictions placed on them in a sale and are attached to a business that is very competitive.

I think the most dangerous part of these investments is it makes it very easy to average down,  :thumbsup:  as you can constantly focus on that large asset value and say “hey, those assets are worth $10 and the stock has traded down from $5 to $3; it’s time to back up the truck!” despite continued cash consumption or value deterioration from the other side of the business.   :(



How He Could Have  Fixed It:

Focus on such things as; cash burn rate    :thumbsup: :thumbsup: :thumbsup:  or the business’s probability of turnaround in deep value situations.   :thumbsup: :thumbsup: :thumbsup: 
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 12:33:37 PM
Four principles of investing:

1) invest regularly, regardless of the market outlook;
2) reinvest all earnings;
3) invest in quality growth companies (companies whose revenues and earnings increase faster than the general economy plus inflation);
4) diversify to reduce risk.


Random stock picking gets you random results.

Hone your stock-selection skills to the point of understanding whether you want to own a piece of a company.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 05:16:46 PM
(http://3.bp.~.com/-L8K5vswlD04/VJ1LMlUz7LI/AAAAAAAABM0/lZltpw35-vI/s1600/The-Delusional-Investor.png)

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 05:32:23 PM
(http://i0.wp.com/www.biznews.com/wp-content/uploads/2014/09/illustration-1.png)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 05:47:38 PM
(https://about.vanguard.com/img_files/what-sets-vanguard-apart/principles-investing-success/WSUA_cost_5.png)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 14, 2015, 05:49:14 PM
(http://si.wsj.net/public/resources/images/BF-AJ449_CLEMEN_D_20150325153006.jpg)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 16, 2015, 05:09:10 PM
It’s important to understand the distinction between a good company that’s in trouble and a bad company that’s in trouble.

Don’t just go out and buy a bunch of stock in a company that doesn’t have a chance at a comeback.

Buffett carefully invests in companies that have good fundamentals — it’s not that hard for you to invest in them as well.



Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 06:50:25 AM
“Many unsuccessful investors regard the stock market as a way to make money without working rather than as a way to invest capital in order to earn a decent return. Anyone would enjoy a quick and easy profit, and the prospect of an effortless gain incites greed in investors. Greed leads many investors to seek shortcuts to investment success. Rather than allowing returns to compound over time, they attempt to turn quick profits by acting on hot tips. They do not stop to consider how the tipster could possibly be in possession of valuable information that is not illegally obtained or why, if it is so valuable, it is being made available to them. Greed also manifests itself as undue optimism or, more subtly, as complacency in the face of bad news. Finally greed can cause investors to shift their focus away from the achievement of long-term investment goals in favor of short-term speculation.”

I loved this quote because as Munger says: Tell me where I am going to die so that I don’t go there. The quote begins by saying what unsuccessful investors do, which is exactly what he would like us to avoid. Overall, we know that the market is going to fluctuate and change, however, not all of us are able to respond in the same way.

The approach that Klarman takes in this quote is similar to Buffett’s, when he provides a daily-life example so that it is clear for us readers. Many times when we shop around, we go online and dig deeply into the characteristics of our potential purchase. Not only that, but we compare across a wide sample of retailers to find the best value for our money. When it comes to investing, however, we become blinded by our greed and fear, causing us to buy (or continue buying) at very high prices, regardless of intrinsic value, or to sell at very low prices, even when we know that we are not getting what we deserve. (Or perhaps that is exactly what we deserve for not applying rationality).

Emotions are part of our nature as human beings, but we are also entitled with the ability to think rationally. While getting a hold of our emotions is difficult, it can be done as shown by many successful value investors such as Klarman, Munger and Buffett. Greed, as Klarman mentions, it reflected in undue optimism, which makes us overpay and dampen our returns, without mentioning putting our capital at risk of permanent loss.
Title: Re: My investments are kaput.
Post by: king on May 18, 2015, 06:56:05 AM

貪    貧    哈

婪    焚    哈
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:15:17 AM

Those who can predict the future should participate fully, indeed on margin using borrowed money, when the market is about to rise and get out of the market before it declines.

Unfortunately, many more investors claim the ability to foresee the market's direction than actually possess that ability. (I myself have not met a single one.)


[Dorky claims to have this uncanny ability.   :).  ].  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:17:38 AM

Those of us who know that we cannot accurately forecast security prices are well advised to consider value investing, a safe and successful strategy in all investment environments. 


 :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:20:51 AM

The most beneficial time to be a value investor is when the market is falling.

This is when downside risk matters and when investors who worried only about what could go right suffer the consequences of undue optimism.

Value investors invest with a margin of safety that protects them from large losses in declining markets. 
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:24:54 AM

If investors could predict the future direction of the market, they would certainly not choose to be value investors all the time.

Indeed, when securities prices are steadily increasing, a value approach is usually a handicap; out- of-favor securities tend to rise less than the public's favorites.

When the market becomes fully valued on its way to being overvalued, value investors again fare poorly because they sell too soon.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:33:18 AM

The disciplined pursuit of bargains makes value investing very much a risk-averse approach.

The greatest challenge for value investors is maintaining the required discipline.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:35:01 AM

Being a value investor usually means standing apart from the crowd, challenging conventional wisdom, and opposing the prevailing investment winds.

It can be a very lonely undertaking. :thumbsup:

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:37:30 AM

A value investor may experience poor, even horrendous, performance compared with that of other investors or the market as a whole during prolonged periods of market overvaluation.

Yet over the long run the value approach works so successfully that few, if any, advocates of the philosophy ever abandon it..  :handshake: :thumbsup:



[ :think:  ttb iCap. ]
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:49:33 AM
Value Investing isn’t Easy

Value investing requires a great deal of hard work, unusually strict discipline, and a long-term investment horizon. [/u]

Few are willing and able to devote sufficient time and effort to become value investors, and only a fraction of those have the proper mindset to succeed.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:52:22 AM

Like most eighth- grade algebra students, some investors memorize a few formulas or rules and superficially appear competent but do not really understand what they are doing.

To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough.

Too many things change too quickly in the investment world for that approach to succeed.

It is necessary instead to understand the rationale behind the rules in order to appreciate why they work when they do and don't when they don't.

Value investing is not a concept that can be learned and applied gradually over time. It is either absorbed and adopted at once, or it is never truly learned..  :thumbsup:

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 07:54:24 AM

Value investing is simple to understand but difficult to implement.

Value investors are not super-sophisticated analytical wizards who create and apply intricate computer models to find attractive opportunities or assess underlying value.

The hard part is discipline, patience, and judgment.

Investors need discipline to avoid the many unattractive pitches that are thrown, patience to wait for the right pitch, and judgment to know when it is time to swing..  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 08:16:24 AM
Stock Price Vs Business Reality

Do not confuse the real success of an investment with its mirror of success in the stock market.

The fact that a stock price rises does not ensure that the underlying business is doing well or that the price increase is justified by a corresponding increase in underlying value.

Likewise, a price fall in and of itself does not necessarily reflect adverse business developments or value deterioration.

It is vitally important for investors to distinguish stock price fluctuations from underlying business reality.

If the general tendency is for buying to beget more buying and selling to precipitate more selling, investors must fight the tendency to capitulate to market forces.

You cannot ignore the market – ignoring a source of investment opportunities would obviously be a mistake but you must think for yourself and not allow the market to direct you.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 08:19:19 AM
Value in relation to price, not price alone, must determine your investment decisions.   :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 08:59:43 AM
Unsuccessful investors are dominated by emotion.

Rather than responding coolly and rationally to market fluctuations, they respond emotionally with greed and fear.

 :thumbsup:


[Dr. Kim.  :cash:  ]
Title: Re: My investments are kaput.
Post by: ongchef on May 18, 2015, 09:15:25 AM
 :sweat: :sweat: :sweat: :phew:.............ah kim,prgggGGGGggg!!! :shake: :shake:..........BO CHOW ccccCCCCCCCCC ar!!! :S :S :S............chow kar chi!!! :'(
Title: Re: My investments are kaput.
Post by: ongchef on May 18, 2015, 09:18:06 AM
 :(.............rrrrrrrrrrrrrrrrrrrrrrrRRR RRRRRRRRrrrrrrrrrrrrruNNNNNNnNNNN!!! :thumbsup:............for your life,wife,mistressess n gfs!!! ;)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 10:52:30 AM
If you have a long term successful portfolio:
 
1.  That has capital gains of many folds.
2.  That delivers yearly dividends of substantial amounts.
 
When the market is down, the portfolio continues to deliver income in dividends and the "quotational losses" in portfolio value is attenuated by the dividend incomes.
 
The substantial dividend incomes already far exceed (by many hundred folds) any short term trade gains that one may indulge. 
 
Short term trade is delegated to an occasional past-time to indulge for serious, yet non critical "investing.".  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 11:06:05 AM

Many unsuccessful investors regard the stock market as a way to make money without working rather than as a way to invest capital in order to earn a decent return.

Greed also manifests itself as undue optimism or, more subtly, as complacency in the face of bad news.[JM  ]

Finally greed can cause investors to shift their focus away from the achievement of long-term investment goals in favor of short-term speculation.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 11:11:13 AM

Anyone would enjoy a quick and easy profit, and the prospect of an effortless gain incites greed in investors.

Greed leads many investors to seek shortcuts to investment success.

Rather than allowing returns to compound over time, they attempt to turn quick profits by acting on hot tips.

They do not stop to consider how the tipster could possibly be in possession of valuable information that is not illegally obtained or why, if it is so valuable, it is being made available to them.


[Patimas Target Price 30 sen and promoter, Demon]
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 11:15:24 AM

It is only fair to note that it is not easy to distinguish an investment fad from a real business trend. Indeed, many investment fads originate in real business trends, which deserve to be reflected in stock prices.

The fad becomes dangerous, however, when share prices reach levels that are not supported by the conservatively appraised values of the underlying businesses.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 11:17:06 AM

All market fads come to an end.

 Security prices eventually become too high, supply catches up with and then exceeds demand, the top is reached, and the downward slide ensues..  :thumbsup: :thumbsup: :thumbsup:

There will always be cycles of investment fashion and just as surely investors who are susceptible to them.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 12:14:34 PM

Indeed, the short-term, relative-performance orientation of many money managers has made "institutional investor" a contradiction in terms.

Most money managers are compensated, not according to the results they achieve, but as a percentage of the total assets under management.   :speechless: :)

The incentive is to expand managed assets in order to generate more fees.  :speechless:  :)

Yet while a money management business typically becomes more profitable as assets under management increase, good investment performance becomes increasingly difficult.  :( :speechless:

This conflict between the best interests of the money manager and that of the clients is typically resolved in the manager's favor.
www.safalniveshak.com Page 14
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 12:18:01 PM
How Big Investors Misbehave and Why They Underperform

If the behavior of institutional investors weren't so horrifying, it might actually be humorous.

Hundreds of billions of other people's hard-earned dollars are routinely whipped from investment to investment based on little or no in-depth research or analysis.

The prevalent mentality is consensus, groupthink.

Acting with the crowd ensures an acceptable mediocrity; acting independently runs the risk of unacceptable underperformance.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 12:21:42 PM
How Big Investors Misbehave and Why They Underperform

If the behavior of institutional investors weren't so horrifying, it might actually be humorous.

Hundreds of billions of other people's hard-earned dollars are routinely whipped from investment to investment based on little or no in-depth research or analysis.

The prevalent mentality is consensus, groupthink.

Acting with the crowd ensures an acceptable mediocrity; acting independently runs the risk of unacceptable underperformance.









Like dogs chasing their own tails, most institutional investors have become locked into a short-term, relative- performance derby.

Fund managers at one institution have suffered the distraction of hourly performance calculations; numerous managers are provided daily comparisons of their results with those of managers at other firms.

Frequent comparative ranking can only reinforce a short-term investment perspective.

It is understandably difficult to maintain a long-term view when, faced with the penalties for poor short-term performance, the long- term view may well be from the unemployment line.

Investing without understanding the behavior of institutional investors is like driving in a foreign land without a map.

You may eventually get where you are going, but the trip will certainly take longer, and you risk getting lost along the way.

Title: Re: My investments are kaput.
Post by: DR KIM on May 18, 2015, 12:33:07 PM






Like dogs chasing their own tails, most institutional investors have become locked into a short-term, relative- performance derby.

Fund managers at one institution have suffered the distraction of hourly performance calculations; numerous managers are provided daily comparisons of their results with those of managers at other firms.

Frequent comparative ranking can only reinforce a short-term investment perspective.

It is understandably difficult to maintain a long-term view when, faced with the penalties for poor short-term performance, the long- term view may well be from the unemployment line.

Investing without understanding the behavior of institutional investors is like driving in a foreign land without a map.

You may eventually get where you are going, but the trip will certainly take longer, and you risk getting lost along the way.


abandon your  kaput  way of investing  >> JOIN the  bandwagon of  EXPLOSIVE    NEXGRAM  &  LUSTER
Title: Re: My investments are kaput.
Post by: ongchef on May 18, 2015, 01:36:56 PM
 :D :D :D......ftold u RRRRRRrrrrrruNNNNNN!!!!......frightday .edi jatuh longkang can  :) :thumbsup:............jangan tunggu masuk sg mati lagi berissai in pantai!!! :D :D :D :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 18, 2015, 06:38:20 PM
18.5.2015

Stock   Last   Change
PETGAS   23.480   +1.560
PPB   16.060   +0.580
UTDPLT   26.000   +0.420
TENAGA   14.300   +0.360
TAHPS   7.200   +0.350
AIRPORT   6.560   +0.280
DLADY   47.280   +0.260
AMWAY   11.040   +0.240
KLK   22.300   +0.240
HLFG   16.540   +0.240
CICB   1.120   +0.235
POS   5.090   +0.220
CARLSBG   12.900   +0.220
PESTECH   5.080   +0.220
TASCO   4.320   +0.200
AEONCR   14.880   +0.180
SUPERLN   1.440   +0.180
HAPSENG   4.550   +0.170
YSPSAH   2.120   +0.170
PETDAG   19.960   +0.160
KLCC   7.270   +0.160
SUPER   3.300   +0.160
CMSB   5.370   +0.160
GENP   9.960   +0.160
TASEK   16.060   +0.160
PTARAS   4.220   +0.140
LITRAK   4.250   +0.120
INARI   3.510   +0.120
Title: Re: My investments are kaput.
Post by: Dorky on May 18, 2015, 10:36:28 PM
18.5.2015

Stock   Last   Change
PETGAS   23.480   +1.560
PPB   16.060   +0.580
UTDPLT   26.000   +0.420
TENAGA   14.300   +0.360
TAHPS   7.200   +0.350
AIRPORT   6.560   +0.280
DLADY   47.280   +0.260
AMWAY   11.040   +0.240
KLK   22.300   +0.240
HLFG   16.540   +0.240
CICB   1.120   +0.235
POS   5.090   +0.220
CARLSBG   12.900   +0.220
PESTECH   5.080   +0.220
TASCO   4.320   +0.200
AEONCR   14.880   +0.180
SUPERLN   1.440   +0.180
HAPSENG   4.550   +0.170
YSPSAH   2.120   +0.170
PETDAG   19.960   +0.160
KLCC   7.270   +0.160
SUPER   3.300   +0.160
CMSB   5.370   +0.160
GENP   9.960   +0.160
TASEK   16.060   +0.160
PTARAS   4.220   +0.140
LITRAK   4.250   +0.120
INARI   3.510   +0.120

So where is the 50% loss?

TIPUUUU...!!!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 19, 2015, 06:24:26 AM

Malaysian top fund sees bargains in small stocks at 39% discount

(May 18): Malaysia’s top-performing fund manager is adding to holdings of the nation’s small-cap stocks, betting that a bull-market rally will continue as earnings improve and valuations trail larger peers.

Kenanga Investors Bhd. favors exporters and builders as the U.S. economy recovers and Malaysia boosts spending on infrastructure, Chief Investment Officer Lee Sook Yee said in an interview. The FTSE Bursa Malaysia Small Cap Index is valued at 10.2 times estimated earnings, a 39 percent discount versus the FTSE Bursa Malaysia KLCI Index of the biggest stocks.

Smaller companies are involved in more diverse industries with better prospects than larger peers, which are dominated by banks and commodity producers, Lee said. Profits at companies in the small-cap measure will increase 21 percent in the next 12 months, compared with a 3.5 percent gain for the KLCI, analyst estimates compiled by Bloomberg show.

“Small caps will continue to outperform the narrower KLCI index and lead the recovery,” said Lee, who helps oversee 5.6 billion ringgit ($1.6 billion). “Even after the outperformance, we continue to see value within this space.”

The small-cap index rose 0.3 percent to a three-week high at the close in Kuala Lumpur. It has surged 11 percent this year, more than triple the KLCI’s 3.5 percent gain.

Lee said exporters are benefiting from the weaker ringgit as well as being “indirect proxies” to the recovery in both the technology industry and U.S. consumer confidence.

Currency Drop

Inari Amertron Bhd. ( Financial Dashboard), the semiconductor packager whose main client is U.S.-based Avago Technologies Ltd., is among the best performers on the small-cap gauge this year, with a 41 percent advance. Malaysian Pacific Industries Bhd. ( Financial Dashboard), a semiconductor company which gets 29 percent of its revenue from the U.S., has jumped 48 percent.

Malaysia’s currency has fallen 6.1 percent against the dollar in the past six months, the second-biggest drop after Indonesia’s rupiah, helping to boost overseas earnings for exporters. The U.S. labor market has continued to strengthen with data last week showing the fewest jobless claims in 15 years, while the Nasdaq Composite in April topped its 2000 dot- com-era high.

The Kenanga Growth Fund, set up for long term capital growth and to outperform the KLCI, has returned 21 percent annually in the past five years to beat 87 peers with assets of more than $100 million, according to data compiled by Bloomberg. Kenanga’s top holdings include builders IJM Corp. ( Financial Dashboard) and Gamuda Bhd ( Financial Dashboard).

IJM, whose net income doubled in 2014 from a year earlier, has risen 8.4 percent this year. Gamuda, which is helping to develop Malaysia’s first mass rail network, posted a 33 percent increase in 2014 net income.

Government Spending

The government plans to spend 48.5 billion ringgit on development this year, including the Pan-Borneo Highway and other transport links. Malaysia cut its 2015 economic growth target in January to 4.5-5.5 percent from an earlier projection of as much as 6 percent, citing the damping effect of an oil price slide. Oil-related contributions make up almost 30 percent of Malaysia’s annual state revenue.

“The larger cap stocks within the KLCI consist of mainly banks, plantations and oil and gas names, and the current macro environment doesn’t favor those few sectors aforementioned,” Lee said. “On the other hand, the small cap universe consists of companies with very diversified business sectors and some of them offer superior earnings growth profile.”

Malayan Banking Bhd. ( Financial Dashboard) and Tenaga Nasional Bhd. ( Financial Dashboard), the nation’s two biggest listed companies by market value, have gained less than 2 percent this year. IOI Corp. ( Financial Dashboard), an oil-palm planter, has fallen 11 percent in the period after reporting a 75 percent slump in second-quarter net income.

The gauge of smaller companies entered a bull market last month after rebounding more than 20 percent from its December low. The measure has since dropped 2.6 percent from its April 21 high.

“The small-cap index has had a good run year-to-date,” Lee said. “As long as macro conditions remain intact, any corrections are more likely to represent a mid-cycle consolidation rather than a trend reversal.”
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 19, 2015, 06:57:49 AM

Malaysian top fund sees bargains in small stocks at 39% discount

(May 18): Malaysia’s top-performing fund manager is adding to holdings of the nation’s small-cap stocks, betting that a bull-market rally will continue as earnings improve and valuations trail larger peers.

-  Kenanga Investors Bhd. favors exporters and builders as the U.S. economy recovers and Malaysia boosts spending on infrastructure, Chief Investment Officer Lee Sook Yee said in an interview.

-  The FTSE Bursa Malaysia Small Cap Index is valued at 10.2 times estimated earnings, a 39 percent discount versus the FTSE Bursa Malaysia KLCI Index of the biggest stocks.

-  Smaller companies are involved in more diverse industries with better prospects than larger peers, which are dominated by banks and commodity producers,

-  Profits at companies in the small-cap measure will increase 21 percent in the next 12 months, compared with a 3.5 percent gain for the KLCI, analyst estimates compiled by Bloomberg show.

-  “Small caps will continue to outperform the narrower KLCI index and lead the recovery,”

-   The small-cap index rose 0.3 percent to a three-week high at the close in Kuala Lumpur. It has surged 11 percent this year, more than triple the KLCI’s 3.5 percent gain.

-  Lee said exporters are benefiting from the weaker ringgit as well as being “indirect proxies” to the recovery in both the technology industry and U.S. consumer confidence.

Currency Drop

-  Inari Amertron Bhd
. ( Financial Dashboard), the semiconductor packager whose main client is U.S.-based Avago Technologies Ltd., is among the best performers on the small-cap gauge this year, with a 41 percent advance.

-  Malaysian Pacific Industries
Bhd. ( Financial Dashboard), a semiconductor company which gets 29 percent of its revenue from the U.S., has jumped 48 percent.

-  Malaysia’s currency has fallen 6.1 percent against the dollar in the past six months, the second-biggest drop after Indonesia’s rupiah, helping to boost overseas earnings for exporters.

-  The U.S. labor market has continued to strengthen with data last week showing the fewest jobless claims in 15 years, while the Nasdaq Composite in April topped its 2000 dot- com-era high.

-  The Kenanga Growth Fund, set up for long term capital growth and to outperform the KLCI, has returned 21 percent annually in the past five years to beat 87 peers with assets of more than $100 million, according to data compiled by Bloomberg.

-  Kenanga’s top holdings include builders IJM Corp. ( Financial Dashboard) and Gamuda Bhd ( Financial Dashboard).

-  IJM, whose net income doubled in 2014 from a year earlier, has risen 8.4 percent this year.

-  Gamuda, which is helping to develop Malaysia’s first mass rail network, posted a 33 percent increase in 2014 net income.

Government Spending

-  The government plans to spend 48.5 billion ringgit on development this year, including the Pan-Borneo Highway and other transport links.

-  Malaysia cut its 2015 economic growth target in January to 4.5-5.5 percent from an earlier projection of as much as 6 percent, citing the damping effect of an oil price slide. Oil-related contributions make up almost 30 percent of Malaysia’s annual state revenue.

-  “The larger cap stocks within the KLCI consist of mainly banks, plantations and oil and gas names, and the current macro environment doesn’t favor those few sectors aforementioned,” Lee said.

-  “On the other hand, the small cap universe consists of companies with very diversified business sectors and some of them offer superior earnings growth profile.”

Malayan Banking Bhd. ( Financial Dashboard) and Tenaga Nasional Bhd. ( Financial Dashboard), the nation’s two biggest listed companies by market value, have gained less than 2 percent this year.

-  IOI Corp. ( Financial Dashboard), an oil-palm planter, has fallen 11 percent in the period after reporting a 75 percent slump in second-quarter net income.

-  The gauge of smaller companies entered a bull market last month after rebounding more than 20 percent from its December low. The measure has since dropped 2.6 percent from its April 21 high.

-  “The small-cap index has had a good run year-to-date,” Lee said. “As long as macro conditions remain intact, any corrections are more likely to represent a mid-cycle consolidation rather than a trend reversal.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 19, 2015, 04:27:20 PM
18.5.2015

Stock   Last   Change
PETGAS   23.480   +1.560
PPB   16.060   +0.580
UTDPLT   26.000   +0.420
TENAGA   14.300   +0.360
TAHPS   7.200   +0.350
AIRPORT   6.560   +0.280
DLADY   47.280   +0.260
AMWAY   11.040   +0.240
KLK   22.300   +0.240
HLFG   16.540   +0.240
CICB   1.120   +0.235
POS   5.090   +0.220
CARLSBG   12.900   +0.220
PESTECH   5.080   +0.220
TASCO   4.320   +0.200
AEONCR   14.880   +0.180
SUPERLN   1.440   +0.180
HAPSENG   4.550   +0.170
YSPSAH   2.120   +0.170
PETDAG   19.960   +0.160
KLCC   7.270   +0.160
SUPER   3.300   +0.160
CMSB   5.370   +0.160
GENP   9.960   +0.160
TASEK   16.060   +0.160
PTARAS   4.220   +0.140
LITRAK   4.250   +0.120
INARI   3.510   +0.120



19.5.2015



Stock   Last   Change
PETGAS   22.120   -1.360
PPB   15.460   -0.600
DLADY   46.940   -0.340
TENAGA   13.980   -0.320
TAHPS   6.980   -0.220
AIRPORT   6.320   -0.200
SHANG   6.450   -0.170
LATITUD   6.300   -0.150
TASEK   15.920   -0.140
TOPGLOV   5.430   -0.140
RHBCAP   7.660   -0.120
UMW   10.700   -0.120
MISC   8.420   -0.120
PANAMY   22.880   -0.120
PETDAG   19.860   -0.100
IOICORP   4.190   -0.090
PMETAL   2.860   -0.090
LAFMSIA   9.600   -0.090
PCHEM   6.260   -0.080
SHH   1.220   -0.080
SUPERLN   1.360   -0.080
TAKAFUL   15.980   -0.080
GENTING   8.920   -0.080
DRBHCOM   1.760   -0.080
KESM   3.450   -0.070
GTRONIC   6.070   -0.070
SASBADI   2.300   -0.070
MELATI   1.080   -0.070
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 19, 2015, 04:47:30 PM
abandon your  kaput  way of investing  >> JOIN the  bandwagon of  EXPLOSIVE    NEXGRAM  &  LUSTER
:D
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 19, 2015, 04:50:16 PM
GTRONIC RM1.++ .....now  :cash: :cash: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 20, 2015, 08:20:52 AM
Are We In A Financial Bubble?


 May 19, 2015 Stanley Lim, CFA



To be honest, bargains in the stock market are really harder to come by these days. A check on the valuation of some of the major companies in Asia highlight the issue.

Company Name

Exchange    Price to Normalised Earnings
Tencent Holdings Limited   Hong Kong Exchange                                                      68.2
Takeda Pharmaceutical   Tokyo Exchange                                                      61.4
Hindustan Unilever Ltd   Mumbai Exchange                                                      52.1
PT Unilever Indonesia   Jakarta Exchange                                                      67.0
Amorepacific Corp   Korea Exchange                                                      67.1
IHH Healthcare   Bursa Malaysia                                                      85.2
Jolibee Foods Corp   Philippines Exchange   
                                                   59.7

 

These are quite worrying figures. For established industry leaders such as these companies above to trade at such high Price to Earnings multiples do not seem sustainable. So are we in a financial bubble currently?

Before we try to answer that question, first we must understand what is causing this current phenomenon.

Since the Global Financial Crisis, we have not been living in a “normal” environment. A few things that have been happening. Many major countries are living in an ultra-low interest rate environment and many of the same countries are engaged in quantitative easing (printing money).

What happen when these two events occur?

It means that credit is more easily available and financing is cheap. This also means that most bonds yield are very low. Thus, investors would be searching for higher returns in other asset classes; predominately in the equity market and in the real estate market. That is why prices of these two asset classes across the region have appreciated rapidly over the last six years. As long as interest rate remains low and government continues printing large amount of money, there will be higher and higher demand for these assets, putting their valuation up and their yield lower.

Yet, for us to see a reversal in these trend, the flow of credit need to slow down and the interest rate environment need to rise. The question is who will that happen? Unfortunately, no one might have that answer.

So are we in a financial bubble? It depends, if long term interest rate rise and stay high soon, then yes. However, if we continue to live in an ultra-low interest rate environment for a long time, then these type of valuation might be here to stay.

http://www.valueinvestasia.com/2015/05/19/are-we-in-a-financial-bubble/
Title: Re: My investments are kaput.
Post by: king on May 20, 2015, 08:23:43 AM
Are We In A Financial Bubble?


 May 19, 2015 Stanley Lim, CFA



To be honest, bargains in the stock market are really harder to come by these days. A check on the valuation of some of the major companies in Asia highlight the issue.

Company Name

Exchange    Price to Normalised Earnings
Tencent Holdings Limited   Hong Kong Exchange                                                      68.2
Takeda Pharmaceutical   Tokyo Exchange                                                      61.4
Hindustan Unilever Ltd   Mumbai Exchange                                                      52.1
PT Unilever Indonesia   Jakarta Exchange                                                      67.0
Amorepacific Corp   Korea Exchange                                                      67.1
IHH Healthcare   Bursa Malaysia                                                      85.2
Jolibee Foods Corp   Philippines Exchange   
                                                   59.7

 

These are quite worrying figures. For established industry leaders such as these companies above to trade at such high Price to Earnings multiples do not seem sustainable. So are we in a financial bubble currently?

Before we try to answer that question, first we must understand what is causing this current phenomenon.

Since the Global Financial Crisis, we have not been living in a “normal” environment. A few things that have been happening. Many major countries are living in an ultra-low interest rate environment and many of the same countries are engaged in quantitative easing (printing money).

What happen when these two events occur?

It means that credit is more easily available and financing is cheap. This also means that most bonds yield are very low. Thus, investors would be searching for higher returns in other asset classes; predominately in the equity market and in the real estate market. That is why prices of these two asset classes across the region have appreciated rapidly over the last six years. As long as interest rate remains low and government continues printing large amount of money, there will be higher and higher demand for these assets, putting their valuation up and their yield lower.

Yet, for us to see a reversal in these trend, the flow of credit need to slow down and the interest rate environment need to rise. The question is who will that happen? Unfortunately, no one might have that answer.

So are we in a financial bubble? It depends, if long term interest rate rise and stay high soon, then yes. However, if we continue to live in an ultra-low interest rate environment for a long time, then these type of valuation might be here to stay.

http://www.valueinvestasia.com/2015/05/19/are-we-in-a-financial-bubble/

BUBBLE YES.

POP OR NOT?

DUN KNOW YET.
Title: Re: My investments are kaput.
Post by: johnmaster on May 20, 2015, 09:22:13 AM
my advice, don't read so much articles lah iinvestsmart, you will get more confused and cause you to make more mistakes.

Investing in sharemarket is easy, just treat the company you invest as your own business. You are just a boss and you observe the way your staff work, the environment your business is in, your competition... if everything is good, then you invest in it, sure win.
Title: Re: My investments are kaput.
Post by: johnmaster on May 20, 2015, 09:23:10 AM
my advice, don't read so much articles lah iinvestsmart, you will get more confused and cause you to make more mistakes.

Investing in sharemarket is easy, just treat the company you invest as your own business. You are just a boss and you observe the way your staff work, the environment your business is in, your competition... if everything is good, then you invest in it, sure win.

no need so many charts and strategies.. its is actually very simple and easy to make money.
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 20, 2015, 09:38:04 AM
my advice, don't read so much articles lah iinvestsmart, you will get more confused and cause you to make more mistakes.

Investing in sharemarket is easy, just treat the company you invest as your own business. You are just a boss and you observe the way your staff work, the environment your business is in, your competition... if everything is good, then you invest in it, sure win.
Talking the talk?  :D
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 20, 2015, 09:39:53 AM
no need so many charts and strategies.. its is actually very simple and easy to make money.
This char kuay teow respond from Johnmaster is laughable......at least we know how Johnmaster's flop method....  :D
Title: Re: My investments are kaput.
Post by: johnmaster on May 21, 2015, 09:03:22 AM
This char kuay teow respond from Johnmaster is laughable......at least we know how Johnmaster's flop method....  :D

Difference is, I do not lose money... I make profits :) Just watch my new stock selection go. I don't even have to mention the name now, u just watch it go since u know what I have picked this time ( besides my GSB )
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 21, 2015, 09:55:57 AM
Difference is, I do not lose money... I make profits :) Just watch my new stock selection go. I don't even have to mention the name now, u just watch it go since u know what I have picked this time ( besides my GSB )

Your recent stock selections:

MSport
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5150.MY&duration=1825d)
[Another Chinese company listed in US, Hanergy is in the news today.  Too much problems with listed Chinese companies, especially regarding their integrity.  Maybe JM has a lot of faith, as usual.  He knows a lot more than most of us. ]


GCB
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5102.MY&duration=1825d)
[JM was bullish on GCB, calling it the mini-Nestle.  Wondering why he loves Nestle and yet does not own it.   :)   Then he reacted to the price action of GCB, rather embarrasingly blaming his enthusiasm on my promotion.   :D   So much for his integrity.   :handshake:  ] 
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 21, 2015, 10:05:03 AM
Difference is, I do not lose money... I make profits :) Just watch my new stock selection go. I don't even have to mention the name now, u just watch it go since u know what I have picked this time ( besides my GSB )



I think JM and Dorky can be both a bit more humble in their approaches in their investing.  Overconfidence has obviously blinded JM to denial mode, oblivious to his poor returns.

[ :D  He is going to hit back at me for my 50% loss in my capital.   :D  ]
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 21, 2015, 10:10:08 AM
Difference is, I do not lose money... I make profits :) Just watch my new stock selection go. I don't even have to mention the name now, u just watch it go since u know what I have picked this time ( besides my GSB )


JM, your investing will be safer with a promise of satisfactory returns in FDs and blue chip stocks.     :handshake:
Title: Re: My investments are kaput.
Post by: johnmaster on May 21, 2015, 12:34:11 PM
its the entry price,

I strongly recommend only 2 counters, GSB at 10sen, MSPORTS at 12sen, as for GCB ( your former baby ) already advice to cut loss long time ago but with alternative selection BJCORP and KNM to recover that cut loss.

Just watch MSPORTS and GSB, see if it is possible for me to lose any money or not at my suggested entry price for this round.


Your recent stock selections:

MSport
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5150.MY&duration=1825d)
[Another Chinese company listed in US, Hanergy is in the news today.  Too much problems with listed Chinese companies, especially regarding their integrity.  Maybe JM has a lot of faith, as usual.  He knows a lot more than most of us. ]


GCB
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5102.MY&duration=1825d)
[JM was bullish on GCB, calling it the mini-Nestle.  Wondering why he loves Nestle and yet does not own it.   :)   Then he reacted to the price action of GCB, rather embarrasingly blaming his enthusiasm on my promotion.   :D   So much for his integrity.   :handshake:  ]
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 21, 2015, 03:48:12 PM
Code    Name   Rem   Last Done   Ref   Chg   % Chg   Vol ('00)   Buy Vol ('00)   Buy   Sell   Sell Vol ('00)   High   Low
4707   NESTLE    s   72.760   72.8   -0.040   -0.05   160   12   72.760   72.780   27   72.800   72.760
4162   BAT   s   64.380   64.04   +0.340   +0.53   521   33   64.300   64.380   10   64.500   64.200
3026   DLADY    s   47.000   47.32   -0.320   -0.68   29   1   46.980   47.000   7   47.480   47.000
2089   UTDPLT    s   26.200   26.1   +0.100   +0.38   2,103   100   25.820   26.260   11   26.500   25.800
3719   PANAMY   s   22.620   22.7   -0.080   -0.35   36   7   22.600   22.620   4   22.720   22.620
2445   KLK    s   22.420   22.4   +0.020   +0.09   483   150   22.400   22.420   41   22.660   22.400
6033   PETGAS s   22.100   22.1   -   -   1,913   567   22.080   22.100   593   22.100   22.060
5681   PETDAG    s   19.980   19.92   +0.060   +0.30   1,144   188   19.960   19.980   1,024   20.080   19.960
1295   PBBANK   s   19.180   19.22   -0.040   -0.21   11,417   2,345   19.180   19.200   4,188   19.240   19.180
1899   BKAWAN    s   18.260   18.18   +0.080   +0.44   847   10   18.240   18.300   26   18.260   18.000
3689   F&N    s   18.160   18.22   -0.060   -0.33   101   5   18.100   18.200   650   18.200   18.160
6139   TAKAFUL    s   16.400   16.28   +0.120   +0.74   1,380   2   16.400   16.420   11   16.480   16.400
1082   HLFG   s   16.320   16.32   -   -   457   167   16.300   16.320   40   16.520   16.300
4448   TASEK    s   16.060   16.08   -0.020   -0.12   3   10   15.920   16.060   19   16.060   16.060
4065   PPB    s   15.640   15.76   -0.120   -0.76   741   23   15.620   15.640   19   15.780   15.440
5139   AEONCR   s   14.820   14.82   -   -   38   143   14.820   14.960   5   14.860   14.820
3255   GAB   s   14.800   14.84   -0.040   -0.27   100   13   14.760   14.820   56   14.820   14.780
8621   LPI   s   14.440   14.44   -   -   84   32   14.440   14.460   10   14.480   14.440
5347   TENAGA    s   13.980   13.98   -   -   19,577   6,068   13.980   14.000   22,579   14.040   13.980
5819   HLBANK   s   13.920   13.92   -   -   2,394   233   13.920   13.940   339   13.940   13.800
2836   CARLSBG   s   12.980   12.92   +0.060   +0.46   337   2   12.980   13.000   74   13.000   12.940
4588   UMW    s   10.800   10.82   -0.020   -0.18   1,873   1,107   10.780   10.800   552   10.820   10.780
2291   GENP    s   10.040   10.0   +0.040   +0.40   429   169   10.020   10.040   90   10.060   10.000
3794   LAFMSIA    s   9.690   9.5   +0.190   +2.00   367   11   9.680   9.690   11   9.700   9.570
1155   MAYBANK   s   9.320   9.37   -0.050   -0.53   22,846   1,530   9.320   9.330   1,949   9.350   9.310

I own half of these named stocks.   :cash:
Title: Re: My investments are kaput.
Post by: Dorky on May 22, 2015, 05:33:44 PM
Code    Name   Rem   Last Done   Ref   Chg   % Chg   Vol ('00)   Buy Vol ('00)   Buy   Sell   Sell Vol ('00)   High   Low
4707   NESTLE    s   72.760   72.8   -0.040   -0.05   160   12   72.760   72.780   27   72.800   72.760
4162   BAT   s   64.380   64.04   +0.340   +0.53   521   33   64.300   64.380   10   64.500   64.200
3026   DLADY    s   47.000   47.32   -0.320   -0.68   29   1   46.980   47.000   7   47.480   47.000
2089   UTDPLT    s   26.200   26.1   +0.100   +0.38   2,103   100   25.820   26.260   11   26.500   25.800
3719   PANAMY   s   22.620   22.7   -0.080   -0.35   36   7   22.600   22.620   4   22.720   22.620
2445   KLK    s   22.420   22.4   +0.020   +0.09   483   150   22.400   22.420   41   22.660   22.400
6033   PETGAS s   22.100   22.1   -   -   1,913   567   22.080   22.100   593   22.100   22.060
5681   PETDAG    s   19.980   19.92   +0.060   +0.30   1,144   188   19.960   19.980   1,024   20.080   19.960
1295   PBBANK   s   19.180   19.22   -0.040   -0.21   11,417   2,345   19.180   19.200   4,188   19.240   19.180
1899   BKAWAN    s   18.260   18.18   +0.080   +0.44   847   10   18.240   18.300   26   18.260   18.000
3689   F&N    s   18.160   18.22   -0.060   -0.33   101   5   18.100   18.200   650   18.200   18.160
6139   TAKAFUL    s   16.400   16.28   +0.120   +0.74   1,380   2   16.400   16.420   11   16.480   16.400
1082   HLFG   s   16.320   16.32   -   -   457   167   16.300   16.320   40   16.520   16.300
4448   TASEK    s   16.060   16.08   -0.020   -0.12   3   10   15.920   16.060   19   16.060   16.060
4065   PPB    s   15.640   15.76   -0.120   -0.76   741   23   15.620   15.640   19   15.780   15.440
5139   AEONCR   s   14.820   14.82   -   -   38   143   14.820   14.960   5   14.860   14.820
3255   GAB   s   14.800   14.84   -0.040   -0.27   100   13   14.760   14.820   56   14.820   14.780
8621   LPI   s   14.440   14.44   -   -   84   32   14.440   14.460   10   14.480   14.440
5347   TENAGA    s   13.980   13.98   -   -   19,577   6,068   13.980   14.000   22,579   14.040   13.980
5819   HLBANK   s   13.920   13.92   -   -   2,394   233   13.920   13.940   339   13.940   13.800
2836   CARLSBG   s   12.980   12.92   +0.060   +0.46   337   2   12.980   13.000   74   13.000   12.940
4588   UMW    s   10.800   10.82   -0.020   -0.18   1,873   1,107   10.780   10.800   552   10.820   10.780
2291   GENP    s   10.040   10.0   +0.040   +0.40   429   169   10.020   10.040   90   10.060   10.000
3794   LAFMSIA    s   9.690   9.5   +0.190   +2.00   367   11   9.680   9.690   11   9.700   9.570
1155   MAYBANK   s   9.320   9.37   -0.050   -0.53   22,846   1,530   9.320   9.330   1,949   9.350   9.310

I own half of these named stocks.   :cash:


3-eye no longer own most of these stocks.
He has sold most of them.
I am glad. You have finally learn.  :clap:
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 22, 2015, 06:54:54 PM
Your recent stock selections:

MSport
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5150.MY&duration=1825d)
[Another Chinese company listed in US, Hanergy is in the news today.  Too much problems with listed Chinese companies, especially regarding their integrity.  Maybe JM has a lot of faith, as usual.  He knows a lot more than most of us. ]


GCB
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5102.MY&duration=1825d)
[JM was bullish on GCB, calling it the mini-Nestle.  Wondering why he loves Nestle and yet does not own it.   :)   Then he reacted to the price action of GCB, rather embarrasingly blaming his enthusiasm on my promotion.   :D   So much for his integrity.   :handshake:  ]
Thank you iiinvestsmart for the trouble of stating facts especially on the charts. I am a chartist, TA and daily price movement guy. Johnmaster dismissing the importance of these tools is like poking fun to the people who studied these knowledge over the past years. That of course angers me!  :swear:
Title: Re: My investments are kaput.
Post by: johnmaster on May 22, 2015, 07:11:23 PM
those charts does not mean anything, as long as you enter at the right price and exit at a profit, that matters the most.
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 22, 2015, 07:18:37 PM
those charts does not mean anything, as long as you enter at the right price and exit at a profit, that matters the most.
Kudos if you're making profit but GSB can't even hit RM0.20 given a 4 years time frame. Johnmaster is just like J Ho Low but the poor version....  :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 22, 2015, 07:35:20 PM
Some counters are in my fast growth portfolio.

Some counters are in my dividend income and slow growth / stalwart growth portfolio.

I still own half of the named stocks listed below.   :cash:

Code    Name   Rem   Last Done   Ref   Chg   % Chg   Vol ('00)   Buy Vol ('00)   Buy   Sell   Sell Vol ('00)   High   Low
4707   NESTLE    s   72.760   72.8   -0.040   -0.05   160   12   72.760   72.780   27   72.800   72.760
4162   BAT   s   64.380   64.04   +0.340   +0.53   521   33   64.300   64.380   10   64.500   64.200
3026   DLADY    s   47.000   47.32   -0.320   -0.68   29   1   46.980   47.000   7   47.480   47.000
2089   UTDPLT    s   26.200   26.1   +0.100   +0.38   2,103   100   25.820   26.260   11   26.500   25.800
3719   PANAMY   s   22.620   22.7   -0.080   -0.35   36   7   22.600   22.620   4   22.720   22.620
2445   KLK    s   22.420   22.4   +0.020   +0.09   483   150   22.400   22.420   41   22.660   22.400
6033   PETGAS s   22.100   22.1   -   -   1,913   567   22.080   22.100   593   22.100   22.060
5681   PETDAG    s   19.980   19.92   +0.060   +0.30   1,144   188   19.960   19.980   1,024   20.080   19.960
1295   PBBANK   s   19.180   19.22   -0.040   -0.21   11,417   2,345   19.180   19.200   4,188   19.240   19.180
1899   BKAWAN    s   18.260   18.18   +0.080   +0.44   847   10   18.240   18.300   26   18.260   18.000
3689   F&N    s   18.160   18.22   -0.060   -0.33   101   5   18.100   18.200   650   18.200   18.160
6139   TAKAFUL    s   16.400   16.28   +0.120   +0.74   1,380   2   16.400   16.420   11   16.480   16.400
1082   HLFG   s   16.320   16.32   -   -   457   167   16.300   16.320   40   16.520   16.300
4448   TASEK    s   16.060   16.08   -0.020   -0.12   3   10   15.920   16.060   19   16.060   16.060
4065   PPB    s   15.640   15.76   -0.120   -0.76   741   23   15.620   15.640   19   15.780   15.440
5139   AEONCR   s   14.820   14.82   -   -   38   143   14.820   14.960   5   14.860   14.820
3255   GAB   s   14.800   14.84   -0.040   -0.27   100   13   14.760   14.820   56   14.820   14.780
8621   LPI   s   14.440   14.44   -   -   84   32   14.440   14.460   10   14.480   14.440
5347   TENAGA    s   13.980   13.98   -   -   19,577   6,068   13.980   14.000   22,579   14.040   13.980
5819   HLBANK   s   13.920   13.92   -   -   2,394   233   13.920   13.940   339   13.940   13.800
2836   CARLSBG   s   12.980   12.92   +0.060   +0.46   337   2   12.980   13.000   74   13.000   12.940
4588   UMW    s   10.800   10.82   -0.020   -0.18   1,873   1,107   10.780   10.800   552   10.820   10.780
2291   GENP    s   10.040   10.0   +0.040   +0.40   429   169   10.020   10.040   90   10.060   10.000
3794   LAFMSIA    s   9.690   9.5   +0.190   +2.00   367   11   9.680   9.690   11   9.700   9.570
1155   MAYBANK   s   9.320   9.37   -0.050   -0.53   22,846   1,530   9.320   9.330   1,949   9.350   9.310

I own half of these named stocks.   :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 22, 2015, 08:12:48 PM
Property counters


1.  Land held for development.

2.  Land being developed and properties for sale.

3.  Investment properties held for rental income.

How are shareholders rewarded?

After successful development and realisation of profits from the projects, the property counter may choose to reward the shareholders by paying half their earnings as dividends.

The investment income from properties held as investment can also be partially disbursed as dividends. 

[How exciting are property counters in terms of investment returns?]
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 23, 2015, 01:43:22 AM
Some counters are in my fast growth portfolio.

Some counters are in my dividend income and slow growth / stalwart growth portfolio.

I still own half of the named stocks listed below.   :cash:

which are the half that you owned? Come on let's show hands
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 23, 2015, 02:46:40 AM
Some counters are in my fast growth portfolio.

Some counters are in my dividend income and slow growth / stalwart growth portfolio.

I still own half of the named stocks listed below.   :cash:

Basically your portfolio selection is simple ~ Just buy anything above RM10.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 23, 2015, 03:24:25 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

(https://fbcdn-sphotos-c-a.akamaihd.net/hphotos-ak-xpa1/v/t1.0-9/10346609_10153031900923147_8549356816817016232_n.jpg?oh=d756d129f2fe37b239e017d365071639&oe=55FBA24E&__gda__=1439306840_88ad6f71ef1ce2a0d27ea16cfbfd3133)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 23, 2015, 08:55:31 AM
(https://fbcdn-sphotos-c-a.akamaihd.net/hphotos-ak-xpa1/v/t1.0-9/10346609_10153031900923147_8549356816817016232_n.jpg?oh=d756d129f2fe37b239e017d365071639&oe=55FBA24E&__gda__=1439306840_88ad6f71ef1ce2a0d27ea16cfbfd3133)


 :thumbsup: :D
Title: Re: My investments are kaput.
Post by: king on May 23, 2015, 08:58:58 AM

 :thumbsup: :D

ROAST CHICKEN

 :thumbsup:
Title: Re: My investments are kaput.
Post by: ahbah on May 23, 2015, 09:06:54 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Every stock I have been holding is down by > 50%. - No holding, U save > 50%

Every new stock I bought, is now below its buying price. - No buy new stock

Every trade I made, I lost money. - no make trade

Title: Re: My investments are kaput.
Post by: king on May 23, 2015, 09:02:33 PM
Every stock I have been holding is down by > 50%. - No holding, U save > 50%

Every new stock I bought, is now below its buying price. - No buy new stock

Every trade I made, I lost money. - no make trade

HaHaHa
Title: Re: My investments are kaput.
Post by: terry8 on May 25, 2015, 12:11:33 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Keep the good stock (companies with good operating profit, dividend and you are not paying too high a PE on it). Sell the bad companies and reinvest into good companies and wait.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 25, 2015, 12:28:29 PM
Keep the good stock (companies with good operating profit, dividend and you are not paying too high a PE on it). Sell the bad companies and reinvest into good companies and wait.


 :thumbsup: :handshake:
Title: Re: My investments are kaput.
Post by: terry8 on May 25, 2015, 05:22:44 PM
(https://fbcdn-sphotos-c-a.akamaihd.net/hphotos-ak-xpa1/v/t1.0-9/10346609_10153031900923147_8549356816817016232_n.jpg?oh=d756d129f2fe37b239e017d365071639&oe=55FBA24E&__gda__=1439306840_88ad6f71ef1ce2a0d27ea16cfbfd3133)

Lol ... humour is good. My current portfolio is all red too but I believe they will reap in the harvest in a couple of years. No hurry.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 25, 2015, 08:31:49 PM
Every stock I have been holding is down by > 50%. - No holding, U save > 50%

Every new stock I bought, is now below its buying price. - No buy new stock

Every trade I made, I lost money. - no make trade


Ahbah,

Itu Vision 2020.  :D
Title: Re: My investments are kaput.
Post by: ahbah on May 25, 2015, 08:48:48 PM

Ahbah,

Itu Vision 2020.  :D

U can take over PEMANDU, I sokong kuat kuat.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 25, 2015, 09:00:05 PM
U can take over PEMANDU, I sokong kuat kuat.



Presetly Headed by Jalal Idris.


 :) :thumbsup:
Title: Re: My investments are kaput.
Post by: Richard188 on May 25, 2015, 09:02:31 PM
(https://fbcdn-sphotos-c-a.akamaihd.net/hphotos-ak-xpa1/v/t1.0-9/10346609_10153031900923147_8549356816817016232_n.jpg?oh=d756d129f2fe37b239e017d365071639&oe=55FBA24E&__gda__=1439306840_88ad6f71ef1ce2a0d27ea16cfbfd3133)

That is why you call  Laughing gor Now u can laugh until midnight once in a life time some of the investlah mrmbers got all their pant wet wet wet and bad smell.
today.  :D 8) 8) :D :giggle: :giggle: :giggle:
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 25, 2015, 11:09:46 PM
Everyone is now thinking the same thing  :S

Do I average down, Do I sell down or Do I hang on? How bout I hang on another day and see if the market turns for the better?
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 12:26:02 AM
Course Description


This investment course teaches you a powerful strategy which the greatest investors of our time, like Warren Buffett and Seth Klarman, use to earn billions on the stock market: Value Investing.

After taking this training, you will be a Value Investing expert with the confidence to manage your own portfolio

What is the target audience?

People who want to manage their own money and earn above-average returns
Investors looking for a low-risk, proven strategy to consistently grow their wealth
People who want to get a solid understanding of Value Investing
This course is NOT for people looking to become a millionaire in a day
Curriculum

Section 1: Introduction to Investing
1      
A Short Introduction To Value Investing  Preview
14:02
To make sure that everyone is on the same page, we’ll talk about why you should invest in the first place, why stocks are the best place to put your money, the right way to look at stocks, what value investing is and why all the greatest investors in the world apply this highly effective strategy.

Summary:

Investing in stocks yields the highest possible returns
Stocks are parts of a business and not things that fluctuate in price
Value investing is about buying great companies at discount prices
Value investing is a low-risk, high reward strategy
Value investing is a long term strategy
Benjamin Graham is the father of Value Investing and Buffett’s mentor
Stock prices can divert significantly from underlying business values
Compounded interest is the key to exponential returns
2      
Why You Are Probably Better Off Without An Advisor
10:19
In this lesson I will tell you why you are probably better off investing your own money instead of having an advisor do it for you, since what is good for your advisor may not necessarily be good for you.

Summary:

There is a structural conflict of interest between advisors and their clients (you)
Advisors are primarily seeking to maximize commissions and fees
Advisors focus on frequent rather than on profitable trading
You should probably avoid even honest advisors, because they tend to earn you only mediocre returns
The cause of this is a short term, relative performance orientation
Value investors regularly underperform in the short run, but come out as the clear winners in the long run
You don’t need an advisor, because you can quite easily do it yourself
You can practice investing with zero risk involved by opening a virtual portfolio
3      
Why Most People Lose Money On The Stock Market
11:28
In this third lesson we cover some of the most common reasons why people lose money on the stock market, and how you can avoid these traps to achieve the investment success you are aiming for.

Summary:

Just like advisors and professional money managers, individual investors suffer from a short term, relative performance bias
Fear and greed are the primary drivers behind short term price movements
Growing your wealth takes time, there is no shortcut
Many investors buy on hype and sell on pessimism, which absolutely destroys their returns
Ignoring most of the financial news is a great way to stay out of trouble
Be indifferent to the stocks you want to own, let the numbers and facts determine your decisions instead
Think for yourself and try not to get caught up in herd behavior
A stock price should only be considered low relative to the value of the underlying company, not relative to the price on a previous point in time
Frequent trading leads to high transaction costs, which has a huge impact on your total returns. So make infrequent, big investments rather than frequent, small investments
4      
Defining Your Investment Goals
10:50
In today’s lesson I’ll guide you through the process of defining realistic investment goals. We’ll talk about time frame, expected returns, and the amount of money you should invest.

Summary:

It is crucial to have a clear understanding of what your investment goals are to be able to stick to your strategy
Not many people earn a living through investing alone
Avoiding losses is the most important prerequisite to investment success
A loss interrupts the compounding process and is very hard to earn back
Focus on minimizing downside risk, rather than on returns
Over time the returns will come
Clearly define why you want to invest and how much money you need to earn to reach those goals
Don’t invest with borrowed money or money that you might need soon
Invest 10% of your monthly income
Check if your goals are realistic based on historical stock market returns, the money you plan to invest, your time frame, and the money you need to earn to reach your goals
With value investing, risk and reward are inversely correlated
5      
The 10 Best Investors In The World  Preview
14 pages
This eBook covers the investment strategies of 10 of the best investors in the world. You will learn who they are, what their strategies are, and why they are in this list. Enjoy!

6      
Quiz 1
4 questions
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 12:27:03 AM
Section 2: Price versus Value
7      
Price Is What You Pay, Value Is What You Get
11:08
In today’s lesson you will learn the crucial difference between price and value. Also, we’ll cover three types of value and how to differentiate them.

Summary:

Price is what you pay, value is what you get
There are three types of value: relative, absolute, and perceived value
Relative value examines what company is worth compared to its competitors
Absolute value estimates what a company is realistically worth based on its performance and the things it owns
Perceived value is the value people assign to something in their head
Stock prices reflect investors’ perception of reality, not necessarily reality itself
In the short run, a stock price says nothing about the value of the underlying company
In the long run, stock prices will eventually reflect the absolute value of a company
Benjamin Graham’s Mr. Market metaphor is a great way to think about investing and still applies in today’s world
8      
Why Stocks Get Mispriced
12:44
In this lesson we will explore in detail why stocks get mispriced, how our mind sometimes works against us, and how this can cause stock market bubbles.

Summary:

On average, financial experts perform worse than a monkey when it comes to picking stocks
The Efficient M arket Hypothesis an outdated theory which states it is impossible to ever perform better than the market average
Warren Buffett believes markets are efficient in the long run, but highly irrational in the short run and these irrational prices is what he exploits to consistently earn above average returns year after year
Irrational prices are caused by emotions and cognitive biases which cloud our decision making process
Behavioral Finance studies the effect of cognitive biases on our financial decisions
The cumulative effect of countless of irrational investment decisions can cause financial bubbles and crises
The best way to counter the effect of cognitive biases is by removing emotions from the equation by following the financial news less closely and by sticking to a strategy based purely on business facts
In order to earn above average returns, you have to do things differently from the crowd
Your emotions have the power to render your financial education and investment strategy completely useless, so having the right mindset is crucial to your investment success
9      
Catalysts Of Value Realization
09:39
Today we will learn about certain special events which have the ability to push the stock price of an undervalued company closer to its absolute value. These so called catalysts of value realization do not only allow you to profit faster, but also reduce risk, because they often lead to a shorter holding period and are therefore better to predict.

Summary:

A catalyst of value realization is an event which has the potential to close the gap between price and value in an accelerated timescale.
Catalysts reduce risk because they often lead to shorter holding periods and therefore have outcomes which can be predicted with more certainty.
Examples of catalysts are liquidations, spinoffs, buybacks, takeovers, additions to an index, lawsuits, and investigations.
Each of these events has its own unique way of stimulating an upward price movement
Do not base your entire investment strategy on catalysts, but see them as a bonus
Two ways to find out about catalysts are by setting up automatic email updates using Google Alerts and by reading through company filings on the SEC website
Buying great companies at discount prices should remain the main focus of your investment strategy
Even if a catalyst seems to exist, this is no guarantee that things will play out the way you expect
10      
Calculating The Intrinsic Value Of A Company
11:23
Every investor must learn to calculate the value of a company in order to know a bargain when they see one. In this lesson I will describe the theory behind these "intrinsic value" calculations. This lesson contains additional material in the form of an Excel file with three intrinsic valuation models.

Summary:

Intrinsic value is simply a different word for absolute value
Every investor must learn to calculate the value of a company in order to know a bargain when they see one
There is no simple formula to precisely calculate the intrinsic value, it is always an estimate based on several assumptions, like future growth rates
Being conservative in your estimates is the only way to protect yourself from major losses
You might miss a few great opportunities by being conservative, but you will also avoid many mistakes this way
There are several ways to calculate the intrinsic value of a stock, and none of them is perfect
You should combine the results of the different valuation models and then lean towards the more conservative estimate
Book value does not offer an accurate representation of the true value of a company’s assets
One dollar today is worth more than one dollar in the future
The present value of a future sum of money is called the Net Present Value
The imaginary interest rate used to calculate the Net Present Value is called the discount rate
Some companies are to complex or unpredictable to value with any degree of accuracy
Spreadsheets are a great way to speed up intrinsic value calculations, but you should use them with care
11      
How To Value Stocks
19 pages
Because it is rather hard to explain valuation models in a video, I created this eBook for you which describes three valuation models in detail, including real-world examples, calculations, and where to get the required input data from.

12      
Quiz 2
4 questions
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 12:28:55 AM
Section 3: Risk & Reward
13      
Misconceptions About Risk
11:07
In this lesson we will cover the important topic of risk. In order to avoid risky situations, we must first have a clear understanding of what risk actually is, because there are many painful misconceptions in this area.

Summary:

“Risk comes from not knowing what you’re doing”
Speculating is like gambling and is based purely on luck
Investing based on fundamental data shifts the odds in your favor
Risk/reward is not positively correlated for value investing, meaning that you can minimize risk while maximizing potential returns
To a large extend, your purchase price determines the risk you take. All other things being equal, the lower the price, the lower risk
Volatility is not risk. In fact, you should expect volatility and use it to your advantage.
Beta is not risk. You should not pay any attention to this metric, even though many financial models rely on it
Uncertainty is not risk, it merely makes it harder to estimate risk which in turn makes people feel like there is more risk than there actually is. In fact, uncertainty is your friend, because most investors tend to overreact to uncertainty because they are generally risk-averse, which creates attractive buying opportunities
Risk is a combination of the probability of a loss and the amount of money you might lose
Risk cannot be quantified, it is a perception
No matter how much research you perform, you can’t possibly know everything and will have to act on imperfect information
Buying at a discount gives you room for error and lowers your chances of losing serious amounts of money
14      
Minimizing Downside Risk
11:11
In the previous lesson we explained the nature of risk on the stock market. Armed with this knowledge we can now look at ways to minimize downside risk.

Summary:

To reduce risk, we have to either reduce the probability of a loss or reduce the amount of money we can lose in a worst case scenario
Diversification is the practice of spreading the risk over several investments instead of putting all your eggs in one basket
Diversification creates the illusion of a smoother ride by minimizing volatility
Limited diversification is good and ySou should spread the risk of your portfolio by purchasing several companies, preferably in different industries
However, don´t overdo it! Less is often more when it comes to diversification, so limit yourself to 10 great stocks or less
According to Warren Buffett, Margin of Safety are the three most important words in investing
Margin of safety is the difference between value and price and functions as a safety buffer, so that even if the company does not perform as well as you expected, you still have a big chance of making money or at the very least protection against major losses.
A margin of safety is similar to pushing a ball underwater. The lower you push it, the more upward pressure builds up and the harder it is to push it even lower
Stop-loss orders give you a false sense of security and limit your ability to “average-down”, which is why you should not use them
As a value investor, declining prices are your friend, because they allow you to buy more of a great company at even better prices.
It is impossible to know when a stock price has reached its bottom, therefore never buy a full position at once, but instead “average-down” as prices decline
Only buy financially healthy companies which you understand, stick to what you know
15      
Quiz 3
4 questions
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 12:30:08 AM
Section 4: Financial Statements
16      
What Are Financial Statements And Why Should You Care?
11:16
As an investor, you will have to understand the basics of accounting to be able to identify financially strong companies and avoid companies which experience financial troubles. In this lesson I will try my best to explain this topic in an easy to follow, non-boring way.

Summary:

You have to understand the basics of accounting to be able to identify financially strong companies and avoid companies which experience financial troubles
Accountants keep track of the money flows and product flows within a company and document every transaction a company makes
Financial statements are the documents in which these transactions are recorded
If you do not understand the basics of financial statements, you cannot apply a value investing strategy, because value investing is based on thorough financial statement analysis
Accounting and financial statements are not difficult, but they can be confusing at first because of the specialized vocabulary
There are three main financial statements: the balance sheet, the income statement and the cash flow statement
The balance sheet shows you an overview of what a company owns today, its assets, how much the company owes today, its liabilities, and how much a company is worth today, its shareholders’ equity.
On the income statement you find how much a company sold in a given period, sales, how much money it had to pay, costs, and finally how much money was left after paying these costs, net income.
The cash flow statement tracks the movement of cash throughout the business, so where the company gets cash and where that cash goes.
Income is not the same as cash, and even a highly profitable company might still be unable to pay its bills if it runs out of cash
The balance sheet, income statement and cash flow statement all work together to show you a complete picture of a company’s financial position, but they all have their own specific purpose
17      
Useful Financial Ratios
10:40
Financial ratios are what you get when you combine some figures from the financial statements in smart ways. This lesson will cover some of the most important financial ratios for value investors.

Summary:

Financial ratios allow you to compare companies and get a better idea of how well they are performing
Earnings per share shows you how much profit a company is making for each stock it has issued
The Price/Earnings ratio is a valuation ratio, or multiple, which shows you how much investors are willing to pay for a stock per dollar of income
P/E in itself does not say much about whether or not a company is undervalued with respect to its intrinsic value
The net margin tells you what percentage of total sales is translated into bottom line profits
Both P/E and net margin differ greatly per industry, which makes them unsuitable to compare companies across industries
Return on equity shows you how much net income a company earns per dollar of equity, or in other words, how efficient a company uses its equity to generate profits
While book value is often inaccurate, the growth of book value per share over time gives you a general sense of whether a company is creating value or destroying value
The debt to equity ratio indicates how much debt a company has in relation to equity
High levels of debt are dangerous, because the interest payments can bankrupt a company
The current ratio is a liquidity ratio which measures a company's ability to pay its short-term obligations
18      
The Power Of Free Cash Flow
09:51
In today’s lesson we are going to cover a very important, yet often overlooked metric called Free Cash Flow, or FCF.

Summary:

Free cash flow is the amount of cash a company has left after is has paid for all of its expenses and investments required to keep the business running
Free cash flow can be used for repaying debts, paying dividends to shareholders, buying back shares, or to facilitate the growth of its business
Free cash flow is not reported in the financial statements. You have to calculate it yourself by taking cash from operating activities and then subtracting capital expenditures
The absolute value of free cash flow does not tell you the whole story, you have to dig a bit deeper
Ask where the cash is coming from. Is a company generating these cash flows from their own earnings or do they rely on debt?
Ask what the company is spending its cash on. Are they investing in future growth, paying dividends, buying back shares, paying off debt, or are they simply spending it on maintenance costs?
If a company consistently reports negative cash flows while reporting increased earnings, this is a big warning sign, because this is unsustainable in the long run and could indicate earnings manipulation
Negative free cash flow might also indicate that a company does not have the liquidity to stay in business, at least not without taking on additional debt
Falling free cash flows are a warning sign as well, because it could indicate that a company is experiencing a slowdown in business which means future earnings may not be able to grow
Just as you can calculate a P/E ratio, you can also calculate a Price/Free Cash Flow ratio. However, these ratios both share the same limitations.
Also check whether a company is growing its cash reserves or burning through its cash reserves
Finally, always put these figures into perspective. They never tell you the complete story, you will have to dig a bit deeper to find out how a company is actually performing.
19      
Detecting Earnings Manipulation & Avoiding Value Traps
12:48
In this lesson you will learn why managers manipulate earnings in the first place, how they do it, what the dangers are for you as an investor, and how you can identify and avoid these so called “value traps”, which is one of the most difficult aspects of stock picking.

Summary:

To determine whether or not a company is financially healthy, we have to look at their financial statements, but management sometimes manipulates these statements to make a company look more profitable than it actually is
No matter how sophisticated your fundamental analysis and your intrinsic value estimates, if they are based on misstated information they are essentially worthless
Managers manipulate earnings to keep the stock price high and to meet analyst expectations
The GAAP allow several legal ways to manage earnings to a certain extend, which are sometimes misused
A value trap is a stock which appears to be a great investment at first, but is actually experiencing serious fundamental problems which are permanent in nature
The price of a true value investment is low because of irrational price movements, often caused by emotional reactions to temporary and solvable problems. TR
Even the best value investors in the world regularly buy value traps, because it is very difficult to identify them
There are two major scientific models to identify companies which might experience financial troubles in the near future: the Altman Z-score and the Beneish M-score. They are both useful, but not perfect
Hewitt Heiserman developed a method of creating two alternative income statements which counter the flaws of a company’s reported earnings: the defensive income statement and the enterprising income statement
Shareholder friendly management is important, because honest management is less likely to manipulate earnings
Finally, always read the footnotes of a company’s financial reports, because they can reveal important details
20      
Glossary
5 pages
This glossary document explains the most common financial statement items to help you improve your understanding of a company's reported figures.

21      
Quiz 4
4 questio
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 12:31:22 AM
Section 5: Finding & Buying Stocks
22      
Finding Stocks To Analyze
11:34
We are finally ready to start looking for some interesting investment opportunities. This lesson will explain several ways to perform the first crucial step in finding attractive investment opportunities: the idea generation phase.

Summary:

The internet has given us access to amazing tools and resources which make it easier for you to generate investment ideas
There are thousands of stocks available, but only a handful of them will meet all your criteria, so you need a way to filter out the garbage
The goal of the initial filtering process is to identify financially strong businesses with above average profitability and low debt levels who have enough cash to pay their short term obligations
A stock screener is an online filtering tool which allows you to input some criteria and then shows you which stocks meet these criteria
Filter on return on equity > 15% to return companies with above average profitability
Filter on debt-to-equity < 0.5 to return companies with low debt levels
Filter on current ratio > 2 to return companies which can easily pay their short term obligations
There are many other criteria you can filter on, like market cap to show only small cap stocks or dividend yield to only show companies which are paying a dividend
I do not recomm end filtering on P/E ratio or earnings growth, because this might exclude perfectly sound investment ideas, since a financially healthy company with 0% growth can still be an attractive investment if the price is right
Besides stock screeners there are many other ways of generating investment ideas, like newsletters and 52 week low lists
23      
How To Analyze Stocks Like The Pros
14:15
In the previous lesson we generated a list of investment ideas. These are stocks we need to analyze a bit further in order to see if any of them are interesting companies to invest our hard earned savings in. That's what we'll do in this lesson.

Summary:

You have to put in some serious effort in order to make the best possible investment decisions
Fundamental analysis is assessing a company’s performance and financial health based on several years of historical financial statement data
Gurufocus provides you with 10 years of financial statement data for free
Look for patterns, trends, and consistency in the historical performance of the company by checking out how things like EPS, FCF, Book Value, Net margin and ROE developed over time
Charts can help you visualize this data to make it easier to spot anomalies whicTEMh require some further analysis
Find out if yo u are dealing with a temporary setback or fundamental problems which are more permanent in nature
Qualitative analysis is assessing a company’s non-quantifiable aspects, like the quality of its management and the nature of its business
Stick to businesses you understand, and drop the rest from the list
Look for companies with a sustainable competitive advantage, with the emphasis on sustainable
Think about risk factors and things that could negatively affect the company’s profitability in the future
Finally, find out if management is honest, able, and shareholder friendly
24      
When To Buy & When To Sell
08:43
Today’s lesson will answer two of the most fundamental questions of investing: when to buy and when to sell? As we shall see in this lesson, the optimal moment to purchase or sell a stock has little to do with timing and more to do with the stock price in relation to value.

Summary:

Timing the market is impossible, because short term prices are irrational & unpredictable
You don’t have to know when a stock has hit its bottom, you can simply “average-down”
You should never purchase a full position in one go, but instead Nadd more and more stocks to your portfolio as prices decline
Buy when you find a good company selling at a significant discount to intrinsic value, this is the secret recipe of value investing
Holding on to stocks for the long term has many benefits. That’s why Warren Buffett’s favorite holding period is forever
There are only three good reasons to sell a stock
Sell when a stock reaches its intrinsic value
Sell when you made a mistake
And sell when a better investment opportunity presents itself
25      
Managing Your Portfolio
09:43
In this final lesson we will cover some important portfolio management tips to help you build and maintain a healthy stock portfolio.

Summary:

There are several important factors you should consider when it comes to managing your portfolio
Diversify by buying a mix of companies which operate in different industries to spread the risk of your portfolio
Always keep some liquidity so you can act when new opportunities arise
Regularly re-evaluate your current holdings to see if it is still a good idea to keep them in your portfolio
Minimize the amount of trades you make to minimize the amount of transaction costs you have to pay
Don’t buy a full position at once, but instead average down by buying more stocks as prices decline
Keep adding money to your portfolio by automatically transferring a percentage of your monthly income to your investment account at the beginning of each month
Don’t give up too quickly, the returns will come in time if you just stick to the strategy
Finally, be patient, because time is a friend of the value investor, because it unleashes the incredible power of compounding
26      
Investment Checklist
1 page
This investment checklist combines everything we discussed in the Value Investing Kkcourse. Using this spreadsheet allows you to make sure you don't forget anything in your analyses.

27      
Quiz 5
5 questions
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 12:32:08 AM
Section 6: BONUS
28      
How Money Works: Why The Rich Get Richer... And You Don't!
09:51
In this bonus video I explain why the rich get richer, how to avoid getting trapped in the “rat race”, and how you can achieve true financial freedom.

29      
Case Study: Sony vs Google
3 pages
Several students requested me to write an analysis of real companies using the strategy taught in this course, and I am here to serve. I chose two big, well-known companies, Sony and Google, to show you how these behemoths differ and how this is reflected in the performance of their respective stocks prices. In other words, this document will present an example of a true value stock, as well as a stock you better stay far away from and how to identify such companies for what they really are.

30      
Graham vs Buffett, or Why Buying Undervalued Companies is Seriously Overrated
2 pages
This eBook explains the differences between the investment strategies of Benjamin Graham, the "Father of Value Investing", and his disciple Warren Buffett, the "Oracle of Omaha". Find out which of these giants comes out on top!
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 26, 2015, 01:00:22 AM
3i, you are turning yourself to stockraider....  :nod:
Title: Re: My investments are kaput.
Post by: soulsimple on May 26, 2015, 08:06:11 AM
Everyone is now thinking the same thing  :S

Do I average down, Do I sell down or Do I hang on? How bout I hang on another day and see if the market turns for the better?

Average down are for new buyers. If someone has been holding a stock for a long time, most likely it would be average up. (though there is a possibility still of averaging down but slim and if that happens, need to take a closer look)

Why would someone sell down? Where is the logic? Wouldn't you be more willing to buy more at a cheaper price? (Doubting the reason for buying can be a tricky issue of the brains)
-Traders do set sophisticated cut off points(with the help of charts and complicated mathematics)

Hang on! (this person seem lost in the torrents of mystery)
-This is indeed a difficult choice
-Why put thyself in such a situation?

Good morning :)

Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:00:21 AM
Your emotions have the power to render your financial education and investment strategy completely useless, so having the right mindset is crucial to your investment success
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:02:08 AM
A catalyst of value realization is an event which has the potential to close the gap between price and value in an accelerated timescale.
Catalysts reduce risk because they often lead to shorter holding periods and therefore have outcomes which can be predicted with more certainty.
Examples of catalysts are liquidations, spinoffs, buybacks, takeovers, additions to an index, lawsuits, and investigations.
Each of these events has its own unique way of stimulating an upward price movement
Do not base your entire investment strategy on catalysts, but see them as a bonus
Two ways to find out about catalysts are by setting up automatic email updates using Google Alerts and by reading through company filings on the SEC website
Buying great companies at discount prices should remain the main focus of your investment strategy
Even if a catalyst seems to exist, this is no guarantee that things will play out the way you expect
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:04:21 AM
There are several ways to calculate the intrinsic value of a stock, and none of them is perfect

You should combine the results of the different valuation models and then lean towards the more conservative estimate

Book value does not offer an accurate representation of the true value of a company’s assets
One dollar today is worth more than one dollar in the future

The present value of a future sum of money is called the Net Present Value

The imaginary interest rate used to calculate the Net Present Value is called the discount rate

Some companies are to complex or unpredictable to value with any degree of accuracy.  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:05:13 AM
No matter how much research you perform, you can’t possibly know everything and will have to act on imperfect information

Buying at a discount gives you room for error and lowers your chances of losing serious amounts of money
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:06:49 AM
To reduce risk, we have to either reduce the probability of a loss or reduce the amount of money we can lose in a worst case scenario.  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:09:01 AM

According to Warren Buffett, Margin of Safety are the three most important words in investing

Margin of safety is the difference between value and price and functions as a safety buffer, so that even if the company does not perform as well as you expected, you still have a big chance of making money or at the very least protection against major losses.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:10:37 AM
Stop-loss orders give you a false sense of security and limit your ability to “average-down”, which is why you should not use them.

 :thumbsup: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:12:25 AM
Stop-loss orders give you a false sense of security and limit your ability to “average-down”, which is why you should not use them.

 :thumbsup: :cash:


As a value investor, declining prices are your friend, because they allow you to buy more of a great company at even better prices.  :thumbsup:

It is impossible to know when a stock price has reached its bottom, therefore never buy a full position at once, but instead “average-down” as prices decline.   :thumbsup:

Only buy financially healthy companies which you understand, stick to what you know  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:27:11 AM
It is impossible to know when a stock price has reached its bottom, therefore never buy a full position at once, but instead “average-down” as prices decline.   


 :thumbsup: :clap:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:31:45 AM
QUANTITATIVE

Look for patterns, trends, and consistency in the historical performance of the company by checking out how things like EPS, FCF, Book Value, Net margin and ROE developed over time

Charts can help you visualize this data to make it easier to spot anomalies whicH require some further analysis

Find out if yo u are dealing with a temporary setback or fundamental problems which are more permanent in nature


QUALITATIVE

Qualitative analysis is assessing a company’s non-quantifiable aspects, like the quality of its management and the nature of its business

Stick to businesses you understand, and drop the rest from the list

Look for companies with a sustainable competitive advantage, with the emphasis on sustainable

Think about risk factors and things that could negatively affect the company’s profitability in the future

Finally, find out if management is honest, able, and shareholder friendly
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:35:24 AM
Two of the most fundamental questions of investing: when to buy and when to sell?

The optimal moment to purchase or sell a stock has little to do with timing and more to do with the stock price in relation to value.  :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 10:41:19 AM
Timing the market is impossible, because short term prices are irrational & unpredictable.

 :(
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 01:33:39 PM
Timing the market is impossible, because short term prices are irrational & unpredictable.

 :(


You don’t have to know when a stock has hit its bottom, you can simply “average-down”

You should never purchase a full position in one go, but instead add more and more stocks to your portfolio as prices decline

Buy when you find a good company selling at a significant discount to intrinsic value, this is the secret recipe of value investing

Holding on to stocks for the long term has many benefits. That’s why Warren Buffett’s favorite holding period is forever
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 01:34:59 PM
Be patient, because time is a friend of the value investor, because it unleashes the incredible power of compounding
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 01:37:20 PM
Be patient, because time is a friend of the value investor, because it unleashes the incredible power of compounding

Portfolio Management

There are several important factors you should consider when it comes to managing your portfolio:

Diversify by buying a mix of companies which operate in different industries to spread the risk of your portfolio

Always keep some liquidity so you can act when new opportunities arise

Regularly re-evaluate your current holdings to see if it is still a good idea to keep them in your portfolio

Minimize the amount of trades you make to minimize the amount of transaction costs you have to pay

Don’t buy a full position at once, but instead average down by buying more stocks as prices decline

Keep adding money to your portfolio by automatically transferring a percentage of your monthly income to your investment account at the beginning of each month

Don’t give up too quickly, the returns will come in time if you just stick to the strategy

Finally, be patient, because time is a friend of the value investor, because it unleashes the incredible power of compounding


 :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 01:40:25 PM
Average down are for new buyers. If someone has been holding a stock for a long time, most likely it would be average up. (though there is a possibility still of averaging down but slim and if that happens, need to take a closer look)



 :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 01:45:57 PM
You have found a good business with a high return on equity, low debt levels, healthy profit margins and a steadily increasing book value? Great, then it is now time to calculate the company's intrinsic value to determine whether the stock price is low enough to invest!

........


Just a reminder, althought John Burr Williams talked about estimating dividends of the stock and discounting that to find the value of the security, that has been debunked. To value the security, value the entire business first. We should first find out and then estimate conservatively the future free cashgenerated by the whole business, value it, and then see if we are paying a reasonable price relative to value.

Mr Charlie Munger once mentioned in an annual meeting that Buffett does not use the discounted cashflows approach either. According to Whitney Tilson's website which I highly recommend for your readings on Buffett and Munger:

"If the future were predictable with any degree of precision, then valuation would be easy. But the future is inherently unpredictable, so valuation is hard -- and it's ambiguous. Good thinking about valuation is less about plugging numbers into a spreadsheet than weighing many competing factors and determining probabilities. It's neither art nor science -- it's roughly equal amounts of both.The lack of precision around valuation makes a lot of people uncomfortable. To deal with this discomfort, some people wrap themselves in the security blanket of complex discounted cash flow analyses. My view of these things is best summarized by this brief exchange at the 1996 Berkshire Hathaway annual meeting:

Charlie Munger (Berkshire Hathaway's vice chairman) said, "Warren talks about these discounted cashflows. I've never seen him do one."

"It's true," replied Buffett. "If (the value of a company) doesn't just scream out at you, it's too close."

Marty Whitman, Mr Fan Jiang and Mr Seth Klarman approach valuation from the book value.

Mr Bill Nygren approaches valuation from a more P/E approach.

Mr Warren Buffett also, from the articles I have read and the feel I get from his letter to shareholders has an earnings approach as well.

However, everyone has different methods.

What is important is the margin of safety - which to me means, don't pay a price that requires everything to go right before the price paid is justified.
Title: Re: My investments are kaput.
Post by: Ļaughing Ģor on May 26, 2015, 02:50:53 PM
This topic is getting long winded
Title: Re: My investments are kaput.
Post by: ahbah on May 26, 2015, 02:58:06 PM
This topic is getting long winded

I cant find a simple and short sentence where all can understand.
Title: Re: My investments are kaput.
Post by: eye-hub on May 26, 2015, 03:39:06 PM
THANKS FOR THE REMINDER :handshake:


This topic is getting long winded
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 03:58:49 PM
I cant find a simple and short sentence where all can understand.


THANKS FOR THE REMINDER :handshake:




"Cheong Hei".   :D
Bear with me.


This topic is getting long winded
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 26, 2015, 05:37:43 PM
 5:13PM  DLADY     1Q net profit 17.028 million (decreased 26.18%) 
 
Title: Re: My investments are kaput.
Post by: terry8 on May 26, 2015, 05:53:30 PM
5:13PM  DLADY     1Q net profit 17.028 million (decreased 26.18%)

Its ok because DLADY is a FMCG and due to the implementation of GST in April, most distributor did de-stocking so the Q1 sales for fast moving consumer products were very low for all sectors.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 06:09:31 PM
5:13PM  DLADY     1Q net profit 17.028 million (decreased 26.18%)

 :sweat:


17. Business Prospects
The business environment is expected to remain competitive against the backdrop of less robust consumer confidence. Despite the ongoing business challenges for 2015, the Company remains committed to leveraging the strength of the Dutch Lady brand with the introduction of the Dutch Lady PureFarm range and relaunch of Dutch Lady Children Formula Milk.


Hope they do well in the relaunch.   :handshake:



Title: Re: My investments are kaput.
Post by: eye-hub on May 26, 2015, 06:11:18 PM
Think about it.....


U many cash....



Give u chance to buy liao.....




5:13PM  DLADY     1Q net profit 17.028 million (decreased 26.18%)
Title: Re: My investments are kaput.
Post by: I want to be rich on May 26, 2015, 07:41:59 PM
5:13PM  DLADY     1Q net profit 17.028 million (decreased 26.18%)
EPS 26.6sen. Annualised 106.4sen. PE 43.98. :'(
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 26, 2015, 07:56:26 PM
EPS 26.6sen. Annualised 106.4sen. PE 43.98. :'(


 :sweat:

What should you do?

Title: Re: My investments are kaput.
Post by: eye-hub on May 26, 2015, 08:40:51 PM
I no drink dlady milk....


So I no buy milk.....


So no know how the milk chain work....
Title: Re: My investments are kaput.
Post by: I want to be rich on May 26, 2015, 09:00:45 PM

 :sweat:

What should you do?
Sell.
Title: Re: My investments are kaput.
Post by: alabais on May 26, 2015, 09:05:21 PM
I've invested in MITRA and I believe within the short space of time, we could make some money.

 :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 27, 2015, 10:04:11 AM
:sweat:


17. Business Prospects
The business environment is expected to remain competitive against the backdrop of less robust consumer confidence. Despite the ongoing business challenges for 2015, the Company remains committed to leveraging the strength of the Dutch Lady brand with the introduction of the Dutch Lady PureFarm range and relaunch of Dutch Lady Children Formula Milk.


Hope they do well in the relaunch.   :handshake:



Results maybe very bad for this year.   :sweat:
Title: Re: My investments are kaput.
Post by: ahbah on May 27, 2015, 01:41:11 PM
Someone annualised the last quarterly earning of DLady and gave it a current PE of >50 at yesterday's price.   :cash:

Rating

Maintain UNDERPERFORM

Valuation

Our Target Price is downgraded to RM42.16 (from RM43.52), based on 23.7x PER after we roll our valuation to FY16 from FY15. The valuation implied unchanged 3- year mean PER.

By Kenanga Research
Title: Re: My investments are kaput.
Post by: soulsimple on May 27, 2015, 02:12:31 PM
Property counters


1.  Land held for development.

2.  Land being developed and properties for sale.

3.  Investment properties held for rental income.

How are shareholders rewarded?

After successful development and realisation of profits from the projects, the property counter may choose to reward the shareholders by paying half their earnings as dividends.

The investment income from properties held as investment can also be partially disbursed as dividends. 

[How exciting are property counters in terms of investment returns?]

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458G7920)
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C4582Z300)

How exciting? That's a good question. :thumbsup:
 :)
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 27, 2015, 02:15:45 PM
:sweat:


17. Business Prospects
The business environment is expected to remain competitive against the backdrop of less robust consumer confidence. Despite the ongoing business challenges for 2015, the Company remains committed to leveraging the strength of the Dutch Lady brand with the introduction of the Dutch Lady PureFarm range and relaunch of Dutch Lady Children Formula Milk.


Hope they do well in the relaunch.   :handshake:
With GST and competition from rivals, something special need to be done!  :speechless:
Title: Re: My investments are kaput.
Post by: soulsimple on May 27, 2015, 02:18:33 PM
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C25032580)
Title: Re: My investments are kaput.
Post by: Dorky on May 27, 2015, 02:23:12 PM


Results maybe very bad for this year.   :sweat:

Please sell.
Thank me later.
Title: Re: My investments are kaput.
Post by: soulsimple on May 27, 2015, 02:36:17 PM
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458G7920)
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C4582Z300)

How exciting? That's a good question. :thumbsup:
 :)
Both companies are in the same sector. How do we differentiate what they do or sell or market or even their long term goals?

Are there any moats in this industry? Where do moats come from in this industry?
Please share your thoughts. Thanks
 :)
Title: Re: My investments are kaput.
Post by: ahbah on May 27, 2015, 03:36:17 PM
KUALA LUMPUR (May 27): Alliance Financial Group Bhd (AFG) ( Financial Dashboard)’s net profit tumbled 40.97% on-year to RM93.27 million or 6.1 sen per share in the fourth quarter ended March 31, 2015 (4QFY15), from RM158.01 million or 10.4 sen, due to margin compression and fall in non-interest income.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 27, 2015, 04:13:30 PM
Something is very wrong with the security market in the world.

Too much speculation is going on.

The security industry thrives on commissions.

Too many people are in the market for the short term, speculating and gambling.

There is no will power to change these by the authorities anywhere in the world.

Of course, the politicians are already bought by the influential guys in this industry.

The party will continue.

One day, to the detriment of the country and the world economy.


[Tobin tax:  This maybe a good thing to bring on to discourage too much speculation and gambling in the stock markets and the derivative markets.  What would happen to the volume should a 90% tax be imposed on gains derived from short term trades?


 :D :cash:
Title: Re: My investments are kaput.
Post by: stockraider on May 27, 2015, 05:57:09 PM
Something is very wrong with the security market in the world.

Too much speculation is going on.

The security industry thrives on commissions.

Too many people are in the market for the short term, speculating and gambling.

There is no will power to change these by the authorities anywhere in the world.

Of course, the politicians are already bought by the influential guys in this industry.

The party will continue.

One day, to the detriment of the country and the world economy.


[Tobin tax:  This maybe a good thing to bring on to discourage too much speculation and gambling in the stock markets and the derivative markets.  What would happen to the volume should a 90% tax be imposed on gains derived from short term trades?


 :D :cash:

The above is a very bad idea loh....!! :thumbsdown: :thumbsdown: :thumbsdown:
Title: Re: My investments are kaput.
Post by: kayyong on May 27, 2015, 06:04:58 PM
 Speculation , exist in stocks, futures,
currency ,xxx financial markets.Actually
not bad at all.
Title: Re: My investments are kaput.
Post by: soulsimple on May 28, 2015, 11:03:37 AM
Something is very wrong with the security market in the world.

Too much speculation is going on.

The security industry thrives on commissions.

Too many people are in the market for the short term, speculating and gambling.

There is no will power to change these by the authorities anywhere in the world.

Of course, the politicians are already bought by the influential guys in this industry.

The party will continue.

One day, to the detriment of the country and the world economy.


[Tobin tax:  This maybe a good thing to bring on to discourage too much speculation and gambling in the stock markets and the derivative markets.  What would happen to the volume should a 90% tax be imposed on gains derived from short term trades?


 :D :cash:

There is nothing new under the sun.  :speechless:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 28, 2015, 02:22:19 PM
The above is a very bad idea loh....!! :thumbsdown: :thumbsdown: :thumbsdown:


Short term trading creates no value in society. 
It may enrich the individual, the broker and facilitate liquidity.
However, excessive trading activities lead to "gambling" culture.
Moreover, the time spent by many in this activities can be channeled to more productive work, to benefit the broader society.
Imagine we have accountants who gave up their career for day trading even in this forum.
If a big tax is imposed on short term trades making it difficult to profit from this activity, society may be better off in the long run.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 28, 2015, 06:22:44 PM
Just create this link for those who are searching for the missing posts.   :)

John Lennon say society will be better off if there is no heaven, no hell, no countries, no religions and no possessions.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 28, 2015, 06:26:50 PM
I have finished reading a few books, numerous journals, magazines, and online articles this month.

Bought a 300 pages book on a Sunday.  Read this completely from 8 pm to 11 pm and then from 6 am to 8.30 am.   :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 28, 2015, 09:50:31 PM
For those working in the security industry:

Do you act in the interest of your firm or your client?

Do you act to increase the profit of your firm or to profit your client?



 :cash:

Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 01, 2015, 07:00:28 AM
I am not sure if scalping can be equally and effectively applied to KLSE as anywhere else, because the trading velocity of foreign markets like Nikkei and HSI are extremely high compared to our snail-paced KLSE. Exchanges like HSI easily have daily trading velocity of 100% and beyond but KLSE's only is around 25%, the max being around 45%.

That Japanese guy traded for 8 years and transform some 13k into 153m, around 200%+ compounded return every year. And he traded thousands of times a day!!! Such activity certainly cannot be applied to our lembap KLSE.


How is this Japanese trader doing today?

In Singapore, we have Peter Lim.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 01, 2015, 07:08:21 AM
Felda settler group rejects explanation on share price plunge
BY SHERIDAN MAHAVERA

Published: 31 May 2015 3:42 PM

- See more at: http://www.themalaysianinsider.com/malaysia/article/felda-settler-group-rejects-explanation-on-share-price-plunge#sthash.4gSuz2gd.dpuf

Felda settlers have rejected Felda Global Ventures Holdings Berhad’s (FGVH) explanation that the fall in share prices and the company’s poor performance were partly due to severe floods late last year which affected its plantation operations.

National Felda Settlers' Children's Association (Anak), a group that represents settlers and their families, is also worried about blowback from the plunge in share prices, which have fallen by more than 50% since it was listed three years ago.

Anak president Mazlan Aliman said the severe flooding occurred in Kelantan, which does not have much oil palm plantation.



"The severe flooding happened in Kelantan, how many FGVH plantations are there in Kelantan?” Mazlan asked.
According to FGVH’s website, its largest plantations in Malaysia are located in Pahang and Sabah.

“The floods in Pahang were not as bad. I do not buy the explanation. I think it’s just an excuse for the company’s poor business decisions,” he told The Malaysian Insider when contacted.

On May 28, The Star reported that the plunge was due to rating cuts by analysts after the company posted its worst ever quarterly results since its listing.

FGVH officials told The Star that low crude palm oil (CPO) prices worldwide and severe floods late last year had affected oil palm production badly and depressed earnings.

Mazlan said the fall in prices had hurt more than 94,000 settlers who bought shares in FGVH and who now pay RM50 a month to service loans taken to buy those shares.

FGVH’s falling share prices, he said, could also hurt the earnings of 113,000 settlers who are members of Koperasi Permodalan Felda (KPF), a cooperative of settlers and Felda employees, which invested RM800 million in FGV last year.

This was after KPF agreed to a controversial sale of its 51% stake in Felda Holdings Berhad (FHB), the world’s largest CPO producer, to FGVH.

Mazlan said that 80% of KPF’s strength came from its stake in FHB and allowed the cooperative to pay out yearly dividends of 15% to 16%, among the highest in the world for cooperatives.

“KPF has about RM2.7 billion in members’ contributions. It used to be among the top 20 cooperatives in the world,” said Mazlan when contacted.

As a result of the fall in FGVH shares, KPF is expected to announce a dividend of 10% at its annual general meeting on June 10, he said.

FGVH shares fell to RM1.92 on May 28, its lowest since the company debuted on the stock market in June 2012.

It was reported that at the time of its listing at RM4.55 per share, it was the second biggest initial public offering in the world after Facebook.

The Star report of May 28 said FGVH’s first quarter net profit plunged 98% to RM3.58 million from RM143.63 million a year ago.

On April 8, when FGV shares dropped to RM2.09, DAP lawmaker Tony Pua said that the 94,125 settlers who still held on to their shares would have lost an estimated RM177 million.

Each settler had bought 800 shares from FGVH at RM4.45 per unit, totalling RM3,560.

Two days ago, PKR state legislator Lee Chean Chung estimated that with the latest drop in share price to RM1.92, each settler would have lost RM2,024.

“From RM3,560, that value is now only RM1,536,” said Lee in a statement. – May 31, 2015.

- See more at: http://www.themalaysianinsider.com/malaysia/article/felda-settler-group-rejects-explanation-on-share-price-plunge#sthash.4gSuz2gd.dpuf
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 01, 2015, 07:20:16 AM
Quote
.    Many of today's traders are investors, active or otherwise, who were bruised by the market downturn earlier this decade and determined to do better this time around. To do so, they are learning about risk management and technical analysis, and taking advantage of steadily shrinking trading commissions, improved technology and better access to information to make day trading a more enjoyable and lucrative business than it was.   


 :)

These traders will avoid buy and hold for the long term (this phenomenon is known as the snake bite effect)..

 :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 01, 2015, 07:33:20 AM
https://m.youtube.com/watch?v=bs67RUWbkYA


Dorky,

What books are useful for

CFA level 1?

CFA level 2?

CFA level 3?


Please give your recommendations.

Thanks.   :handshake:


Title: Re: My investments are kaput.
Post by: eye-hub on June 01, 2015, 08:34:49 AM
crescendo dont hold...............


PS.......my2cents



(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458G7920)
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C4582Z300)

How exciting? That's a good question. :thumbsup:
 :)
Title: Re: My investments are kaput.
Post by: zigzag on June 01, 2015, 08:42:03 AM
Felda settler group rejects explanation on share price plunge
BY SHERIDAN MAHAVERA

Published: 31 May 2015 3:42 PM

- See more at: http://www.themalaysianinsider.com/malaysia/article/felda-settler-group-rejects-explanation-on-share-price-plunge#sthash.4gSuz2gd.dpuf

Felda settlers have rejected Felda Global Ventures Holdings Berhad’s (FGVH) explanation that the fall in share prices and the company’s poor performance were partly due to severe floods late last year which affected its plantation operations.

National Felda Settlers' Children's Association (Anak), a group that represents settlers and their families, is also worried about blowback from the plunge in share prices, which have fallen by more than 50% since it was listed three years ago.

Anak president Mazlan Aliman said the severe flooding occurred in Kelantan, which does not have much oil palm plantation.



"The severe flooding happened in Kelantan, how many FGVH plantations are there in Kelantan?” Mazlan asked.
According to FGVH’s website, its largest plantations in Malaysia are located in Pahang and Sabah.

“The floods in Pahang were not as bad. I do not buy the explanation. I think it’s just an excuse for the company’s poor business decisions,” he told The Malaysian Insider when contacted.

On May 28, The Star reported that the plunge was due to rating cuts by analysts after the company posted its worst ever quarterly results since its listing.

FGVH officials told The Star that low crude palm oil (CPO) prices worldwide and severe floods late last year had affected oil palm production badly and depressed earnings.

Mazlan said the fall in prices had hurt more than 94,000 settlers who bought shares in FGVH and who now pay RM50 a month to service loans taken to buy those shares.

FGVH’s falling share prices, he said, could also hurt the earnings of 113,000 settlers who are members of Koperasi Permodalan Felda (KPF), a cooperative of settlers and Felda employees, which invested RM800 million in FGV last year.

This was after KPF agreed to a controversial sale of its 51% stake in Felda Holdings Berhad (FHB), the world’s largest CPO producer, to FGVH.

Mazlan said that 80% of KPF’s strength came from its stake in FHB and allowed the cooperative to pay out yearly dividends of 15% to 16%, among the highest in the world for cooperatives.

“KPF has about RM2.7 billion in members’ contributions. It used to be among the top 20 cooperatives in the world,” said Mazlan when contacted.

As a result of the fall in FGVH shares, KPF is expected to announce a dividend of 10% at its annual general meeting on June 10, he said.

FGVH shares fell to RM1.92 on May 28, its lowest since the company debuted on the stock market in June 2012.

It was reported that at the time of its listing at RM4.55 per share, it was the second biggest initial public offering in the world after Facebook.

The Star report of May 28 said FGVH’s first quarter net profit plunged 98% to RM3.58 million from RM143.63 million a year ago.

On April 8, when FGV shares dropped to RM2.09, DAP lawmaker Tony Pua said that the 94,125 settlers who still held on to their shares would have lost an estimated RM177 million.

Each settler had bought 800 shares from FGVH at RM4.45 per unit, totalling RM3,560.

Two days ago, PKR state legislator Lee Chean Chung estimated that with the latest drop in share price to RM1.92, each settler would have lost RM2,024.

“From RM3,560, that value is now only RM1,536,” said Lee in a statement. – May 31, 2015.

- See more at: http://www.themalaysianinsider.com/malaysia/article/felda-settler-group-rejects-explanation-on-share-price-plunge#sthash.4gSuz2gd.dpuf

Banyak kelentong by the officials...
Title: Re: My investments are kaput.
Post by: soulsimple on June 02, 2015, 11:40:57 AM
crescendo dont hold...............


PS.......my2cents

Generally all property counters, not only Crescendo does not seem to have any moats. Moats are hard to come by in this sector. What seemingly would be considered a moat such as monopoly of a certain location can disappear as quickly as it appears. On top of that cyclical factors of this business can be tricky to overcome. With that comes many issues that destroy moat building of companies in this industry.

A change in govt policies, banking environment and economy in general does affect this them instantaneously.

Though I would say a handful(almost negligible amount) has been able to continuously build a moat around them slowly and steadily as waves of destruction pounds on them.

It is indeed interesting a case study of property companies and its almost non existent moats.

Thanks for sharing your thoughts ;) :handshake:
Title: Re: My investments are kaput.
Post by: eye-hub on June 02, 2015, 12:09:07 PM
can hole.....

SHL......


KELADI.....


at your own risks.....



i no see they will die....






Generally all property counters, not only Crescendo does not seem to have any moats. Moats are hard to come by in this sector. What seemingly would be considered a moat such as monopoly of a certain location can disappear as quickly as it appears. On top of that cyclical factors of this business can be tricky to overcome. With that comes many issues that destroy moat building of companies in this industry.

A change in govt policies, banking environment and economy in general does affect this them instantaneously.

Though I would say a handful(almost negligible amount) has been able to continuously build a moat around them slowly and steadily as waves of destruction pounds on them.

It is indeed interesting a case study of property companies and its almost non existent moats.

Thanks for sharing your thoughts ;) :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 02, 2015, 12:27:03 PM
Generally all property counters, not only Crescendo does not seem to have any moats. Moats are hard to come by in this sector. What seemingly would be considered a moat such as monopoly of a certain location can disappear as quickly as it appears. On top of that cyclical factors of this business can be tricky to overcome. With that comes many issues that destroy moat building of companies in this industry.

A change in govt policies, banking environment and economy in general does affect this them instantaneously.

Though I would say a handful(almost negligible amount) has been able to continuously build a moat around them slowly and steadily as waves of destruction pounds on them.

It is indeed interesting a case study of property companies and its almost non existent moats.

Thanks for sharing your thoughts ;) :handshake:




The developers can make a lot of money in their individual projects. 

What about the property stocks?  How do you profit from property stocks? 

Over the long term, those who were/are invested in Crecendo have benefitted mainly from the dividends declared by this company (generally higher than the FD rate) and with a modest capital appreciation of low single digits over many years.

Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 22, 2015, 11:15:49 AM
How can I cut down on my costly mistakes in my investing?


 :think: :think: :think:
Title: Re: My investments are kaput.
Post by: Dorky on June 22, 2015, 01:51:38 PM
How can I cut down on my costly mistakes in my investing?


 :think: :think: :think:

1. Become a trader.
2. Use leverage to maximize returns.

Not as easy as sound.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 27, 2015, 07:49:55 AM

Get even-itus

The disease of hanging onto a stock when the price has gone down until you can get even. 

"Don't worry dear, it is going to come up back again."   

The problem is, if the stock has gone down, the chances are it is going to continue to go down and at best it is going to be a mediocre investment. 

It is much better to face the fact that you have a loser, you lost money and to move on.
Title: Re: My investments are kaput.
Post by: cockcroach on June 27, 2015, 09:58:27 AM
Get even-itus

The disease of hanging onto a stock when the price has gone down until you can get even. 

"Don't worry dear, it is going to come up back again."   

The problem is, if the stock has gone down, the chances are it is going to continue to go down and at best it is going to be a mediocre investment. 

It is much better to face the fact that you have a loser, you lost money and to move on.


But some stocks do rebound back, so have to be lucky and smart enough to choose the right one to cut
Title: Re: My investments are kaput.
Post by: Dorky on June 27, 2015, 10:40:50 AM
Get even-itus

The disease of hanging onto a stock when the price has gone down until you can get even. 

"Don't worry dear, it is going to come up back again."   

The problem is, if the stock has gone down, the chances are it is going to continue to go down and at best it is going to be a mediocre investment. 

It is much better to face the fact that you have a loser, you lost money and to move on.

You sound like a trader to me.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 27, 2015, 12:41:57 PM
Most people in this forum sell their stocks when they reach a certain percentage gains in their trading. 

They too suffer from a disease, termed "selling their winners."

I know of one who shouts he makes 100% + in each trade; and he makes many trades in 1 year.   :D


 :)
Title: Re: My investments are kaput.
Post by: Dorky on June 27, 2015, 01:09:56 PM
Be humble.
Maintain an open mind.
You will learn far more than you currently know.

 :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 27, 2015, 01:46:58 PM
Be humble.
Maintain an open mind.
You will learn far more than you currently know.

 :)


My mind is never closed.   :)

I am learning from you.   :D ;)
Title: Re: My investments are kaput.
Post by: Dorky on June 27, 2015, 01:54:39 PM

My mind is never closed.   :)

I am learning from you.   :D ;)

You don't need to learn from me.
You need to learn from your own self-erected mental and intellectual barriers and overcome them by being open-minded.

 :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 27, 2015, 03:22:15 PM
You don't need to learn from me.
You need to learn from your own self-erected mental and intellectual barriers and overcome them by being open-minded.

 :)



Dorky is so coc ky.    :D
Title: Re: My investments are kaput.
Post by: Dorky on June 27, 2015, 03:44:59 PM


Dorky is so coc ky.    :D

Try to avoid being blinded by your own success.
It has its own (unseen) limitations as well.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 01, 2015, 10:27:49 AM
PetDag was one of the biggest losers in 2014.

In 2015 (to date), PetDag is one the biggest winner in the KLCI component stocks.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 02, 2015, 11:42:27 AM
Quote
AN ARTICLE REPRODUCE FOR ANALYSIS & DISCUSSION


A plan in place does not mean sure success, but no plan at all is a sure failure.
For most new investors who have not really "taste" a bear market like me, I think it is necessary to have a plan for it.

What should you do when a bear market arrive?
Should you buy at discounted price? What should you buy and when is the right timing to buy cheap?

I think everyone has their own ways of facing a bear market, but it is important to plan ahead, especially for mid to long term investors.

For short term traders who rarely hold the shares long, it does not really matter that much.

Bear market is unpredictable. Most of the time when things already happened then only we regret and say that we should or shouldn't have done this or that.

For example during the 1997-98 Asian Financial Crisis, KLCI lost 75% from early 1997.

When KLCI fell from 1,200 to 1,000 points, many people may think that it was time to pick up some cheap shares. However, it later turned out to be just an early part of a fierce bear market.

KLCI then fell deeper to 500 points in Jan 1998, which was already 60% lower from its peak. At this time, there was a significant rebound (shown in green circle in chart above). This might be a "confirmation" trend reversal sign for many people as no one could imagine that it could go lower than 500 points.

A lot of investors might have swept the shares while the KLCI was at 700 points around Feb 1998. The truth was, KLCI fell another 60% from there to 300 points just 6 months later.

At 300 points, some "not-so-brave" investors might worried about another round of drop. They waited and only went back in when the downtrend was broken in May 1999.

At this point of time, KLCI already gained 100% from its bottom and chances were missed. However, it is still not wrong as KLCI rose to 1,000 and then 1,400 later.

Those who completely shy away from stock market after being burned should be the real losers.

So, it is obvious that no one can time the market and predict its severity.

When Should I Sell?

Some value investors might think that we should hold the shares and even top up the shares throughout the bear market as long as the companies are fundamentally strong.

However, any fundamentally-sound company may turn unsound after a bear market.

Lets say I bought Public Bank at RM10 in year 2009. Its share price goes up to RM20 now with a 100% gain. If bear strikes now and PBB's share price drop to RM15, RM10 then RM5 in 1-2 years time, should I do nothing? Or should I buy more at RM15, RM10 & RM5 to average down?

When the market recovers, PBB might again reach RM20 in few years time as it is fundamentally strong. It seems like it is OK if I didn't sell any shares earlier.

However, something unforeseen might occur during the market slump such as change of management or fierce competition etc which make PBB not fundamentally strong anymore, and its share price might not reach RM10 again.

Furthermore, to see my 100% gain built up in 4 years gone down the drain in 1 year is painful. If it takes another 5 years for PBB to reach RM10, then it is zero paper gain after investing in PBB for 10 years (exclude dividend). Why not sell and then buy again later to earn more than 100%?

If I sell PBB at RM20 and buy back at RM5 then this will be ideal but it's as difficult as striking a lottery.

Personally, I still haven't reach the "noble" stage in which I will not worry even when the sky falls down. So I think I should sell during a bear market. As I won't know the bear's behaviour, it is better to sell in stages.

In a real bear market, the indexes will fall much more than 20%. However, please bear in mind that there are a few times in recent history (esp when KLCI was below 1,000 level) that it fell 20-30% but not more than that afterwards.

What to sell?

For me, the first few stocks to offload when things are turning sour but still not clear, are those with relatively high valuation and high gearing. The last to go, if needed, should be those defensive stocks.

stocks are those involved in non-cyclical business, in which their businesses are least affected by fluctuating business cycles and
market volatility.

Such stocks include utilities and some consumer stocks, as people
still need electricity, water, basic travel, food, clothes, and may be gloves etc during a bear market.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 15, 2015, 08:08:29 PM
-50%.

 ;)


I think Dorky posted to the wrong thread.   :)
Title: Re: My investments are kaput.
Post by: eye-hub on July 15, 2015, 08:15:20 PM
Hate cheater.....
Hate liar...
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 15, 2015, 08:36:09 PM
I also have a stock that was $2.00 and is now less than 10 sen.   :(

Its NTA is at least >$1.00.

It is losing money every quarter for many years!

The management has not been able to turn it around.

The industry sector is in the doldrum; no hope of turning around.

My only consolation, I own very few shares of this counter. 

Yes, we all have our mistakes. 

I think it is about time to get rid of it.

But then, I will end up paying more in fees than I collect from the sales.   :(

Title: Re: My investments are kaput.
Post by: eye-hub on July 15, 2015, 08:46:40 PM
My total lost....idris
Think stil got Crimson 50000share...think many of u don't know got this counter...
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 11:51:34 AM
To suffer 50% loss and then have to gain 100% to "breakeven" is a problem.
But if you make 300% a year then 50% loss would not be a problem.


 :think: :think: :think: :think: :think:
I am so happy Dorky has some bragging rights over my post.
 :clap:

In my long period of investing, I have encountered these situations in 2 periods.  :) 


It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

 :cash:


Lessons acquired:
 :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 11:57:55 AM

 :think: :think: :think: :think: :think:
I am so happy Dorky has some bragging rights over my post.
 :clap:

In my long period of investing, I have encountered these situations in 2 periods.  :) 


 :cash:


Lessons acquired:
 :)


FRIDAY, JUNE 12, 2009
Lessons from the recent severe bear market
Reviewing my investing of the last 1 year.

What I did right.

1. Investing in good quality stocks. These stocks were down in the bear market, but the majority have rebounded, some higher than before.

2. Investing when the price is low. Using PE, average PE and the PE range as a guide, and buying when the PE is at a discount to the average PE.

3. Keeping my investments to those businesses that I can understand, that is within my circle of competence.

4. Buying when the market is low.

5. Buying when a particular stock is sold down for various reasons other than to deteriorating fundamentals.

6. Not buying lousy companies. (Best avoided, short term gain, long term pain)

7. Not buying good quality stocks that are trading at high prices.

8. Selling certain stocks in certain sectors where the business will be challenging in a recession.

9. Selling certain stocks in certain sectors that were fairly or highly priced to reduce the amount of money at risk in the portfolio when the downturn was clearly established.

10. By not selling stocks that were priced at below 'fair value' during the severe downturn, despite the continuing falling price.

11. Not timing the market. Holding onto good quality stocks bought at bargain for the long-term in my portfolio even during the severe downturn. The biggest return has already occurred in the recent upturn of stock prices.

12. By averaging up or down in my purchases of good quality stocks. Both these actions are safe. By always buying more shares in the stocks at lower prices, and buying less shares when the stocks were at higher prices.

13. By investing big in a good quality stock that I am confident of its value when it was offered at a bargain.

14. By always buying at a bargain, or at a fair price. Never, never, never and never at high price.

15. Believing in myself and my valuation.

16. Ignoring the noises in the market.

17. Having a sum of cash for investing opportunities.




What I did wrong.

1. Looking at the price of a stock, rather than the business and the financial statements of the stocks.

2. Reacting emotionally to falling prices. (Not easy, but can be overcomed if I focus on the fundamentals of the company).

3. Not selling some stocks early in the downturn. (But then this would be market timing which I feel is an impossible strategy for one to profit from consistently.)

4. Selling some good quality stocks when the major fall in prices had occurred. (This action has the effect of reducing the amount of money in the portfolio at risk in a down market, but then also harmed the return of the portfolio in an up market. Most gains in a portfolio are derived by buying or holding stocks in a down market before the change in trend than by selling stocks in a high market before the change in trend. Moreover, the prices of these good quality stocks had since rebounded. It would have been better to hold or add.)

5. Not buying more stocks in March. (To do so, I will need to focus less on the prices of the shares and more on the fundamentals of the business.)




What I hope to do the next 12 months

1. Do the same

2. Reinvest the dividends, just as before.

3. Allocate more capital on a regular basis to increase the portfolio, just as before.

4. Continue to rebalance the portfolio at regular intervals, just as before.

5. Continue to maintain a focused portfolio with little diversification. Eight (8) stocks in this portfolio will account for 80% of the total value of the portfolio, just as before.

6. Continue to invest a meaningful sum with Tan Teng Boo's managed funds, just as before.

7. Always keep enough cash for opportunistic investing when the occasions arise, just as before.

8. ...


 :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 12:08:28 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:


FRIDAY, FEBRUARY 26, 2010

The 2008 bear market - Congratulations, you succeeded!   :cash:

Strategy during crisis investment: Revisiting the recent 2008 bear market

Although we may not know where the bear bottom is, buying in a down market may still lead to losing money. This is definitely true. As long as the purchase is not at market bottom, it may still result in losses for the time being. This is likely to be a short-term loss but compensated by a probable long-term gain. Even if we cannot time the market perfectly, we are definitely better off to “buy low and sell high” then to “buy high and sell low”.

----
 
Prices fell but value intact

Presently stock prices have fallen sharply.
Banks are trading at 1x book value,
property stocks sold at 50% discount from net asset value,
utility stocks trading at single-digit price-earnings ratio providing an earnings yield of more than 10% net of tax and
there are many good stocks trading at dividend yield of 2x bank interest rates.

----
 
Warren Buffett, the second richest man in the world who makes his fortune from stock investment, is busy buying undervalued companies. He sees the value and he also sees prices detaching away from the intrinsic values. He said: “I haven’t the faintest idea as to whether stocks will be higher or lower a month — or a year — from now. What is likely, however, is that the market will move higher, perhaps substantially so, well before either sentiment or the economy turn up.” 

----

Catching a falling knife

Some may argue that buying now is like catching a falling knife. If you are not careful, you may be hurt and suffer more losses from falling stock prices. There is no doubt that we may incur short-term losses as long as we do not buy at the bottom. On the other hand, who can determine where and when is the bottom. As long as there are still unknown events or hidden problems, an apparent bottom now may not be the eventual bottom. Since we do not have all the information in the market, it is almost impossible to guess where the bottom will be.

----

In most cases, we only realise the bottom after it is over and by that time stock prices are running high with much improved market confidence. Market bottom could be there only for a short period. In most cases, market did not stay at the bottom waiting for investors. It will just move on.

----

Since market moves ahead of the economy by about six months, the market bottoms out when the economy is still gloomy, news are still negative, analysts are still calling underweights and most investors are staying at the sidelines.

----

Handling something we know is definitely much easier than dealing with the unknown risks, something which hits from behind without warning. When we invest during a crisis we actually go in with our eyes open. We know it is definitely risky but we also know it could also be very profitable. If we can handle the risk, the risk-reward trade-off will be very rewarding.

----
 
Emphasise strategies

What we need is to buy near the bottom, not right at the bottom. Investors’ frequent question now is when to buy, that is where is the bottom? Perhaps it is more intelligent to ask how much to buy now since nobody will be able to guess where is the market bottom.

----

Staggered buying is preferred over bullet purchase which is taking the risk of timing the market bottom. In staggered buying, a pre-determined amount will be set aside for investment over time, say in 10 equal portions.

One common method of staggered investment is dollar cost averaging, an investment scheme made in equal portions periodically, either by a small amount monthly or larger amount quarterly. There are also several variations of staggered investment.

----

Anyway, staggered purchase is a preferred method to avoid the anxiety of market timing and the mixed feeling of fear of further downside and worry of missing the market rebound. As long as the market is undervalued, the strategy of staggered investment ensures that investors are in and are benefiting from the undervalued market.


 :cash:
Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 12:13:00 PM
Sam ngan chai should incorporate some market timing to enhance the portfolio, as some market timing approach has already proven to exceed buy and hold.
Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 12:16:59 PM
Buying the same companies and not losing as much is far more outperforming than letting it register 50% loss.
If lose only 20% (example only ah) and then recover 80%, your alpha would be 44% instead of 0%.
Looking at this also makes you lau hau sui.
Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 12:18:04 PM
Lou apek sam ngan chai should be humble, be humble, be very humble.
Title: Re: My investments are kaput.
Post by: eye-hub on August 05, 2015, 12:22:07 PM
 :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 12:24:35 PM
Lou apek sam ngan chai should be humble, be humble, be very humble.



 :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless: :speechless:


Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 12:27:45 PM
Lou apek sam ngan chai.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 12:33:00 PM
If you continuously compete with yourself, you become better.    :thumbsup: :cash:


(https://scontent-hkg3-1.xx.fbcdn.net/hphotos-xtf1/v/t1.0-9/s526x395/11745622_906512299386870_7607727666595548419_n.jpg?oh=34eec7e251fad42abfbbdf38ac5d4b08&oe=5682B80D)
Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 12:49:36 PM
Practice what you preach.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 12:52:59 PM
Making investing enjoyable, understandable and profitable…

Is it not true, ............

that the really big fortunes from common stocks have been garnered by those
who made a substantial commitment in the early years of a company in whose future they had great confidence and who held their original shares unwaveringly while they increased 10-fold or 100-fold or more in value?

































The answer is "Yes."    :cash:
Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 01:24:31 PM


I think, I need to re-focus more on portfolio management.   :think:

Re-balancing at regular or fixed intervals. 

Watch the eggs and the basket.

Keep looking at the eggs and not the basket.   :(

A nice term of "re-balancing".

Just another way of saying "trading".

I am not trading, I am just re-balancing.

I am a re-balancer.

 :D
Title: Re: My investments are kaput.
Post by: Dorky on August 05, 2015, 01:26:26 PM
Fund manager: Dorky, you stupid la. You study hard hard for what? You end up as a trader.

Dorky: I am not a trader.

Fund manager: Then what are you?

Dorky: I am a re-balancer. I re-balance options and others.

 8)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 08:27:09 PM
Fund manager: Dorky, you stupid la. You study hard hard for what? You end up as a trader.

Dorky: I am not a trader.

Fund manager: Then what are you?

Dorky: I am a re-balancer. I re-balance options and others.

 8)


Dorky, still in argumentative mode.     :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 08:30:46 PM
Ensuring that your portfolio survived the 2007/2008 global financial (subprime precipitated) crisis required the right philosophy and strategy.

Imagine those who sold their portfolio stocks at the low of the market in October 2008 to March 2009, and never got back into the equity market again.  I have met a few in this group.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 08:37:36 PM
Post 2007/2008 global financial crisis, and having "survived" the severe bear market, I wrote this post.

SATURDAY, JULY 7, 2012.

MY 18 POINTS GUIDE TO SUCCESSFULLY COMPOUNDING YOUR MONEY IN STOCKS

1.  Be a good stock picker.

2.  Think as a business owner.

3.  Always look at value rather than the price. Do the homework.

4.  Buy and hold is alright for selected stocks.

5.  Compounding is your friend, get this to work its magic.

6.  Mr. Market is there to be taken advantage of. Do not be the * instead. BFS;STS.

7.  Always buy a lot when the price is low.

8.  Never buy when the stock is overpriced.

9.  It is alright to buy when the selected stock is at a fair price.

10.  Phasing in or dollar cost averaging is safe for such stocks during a downtrend, unless the price is still obviously too high.

11.  Do not time the market for such or any stocks.

12.  By keeping to the above strategy, the returns will be delivered through the growth of the company's business.

13.  So, when do you sell the stock? Almost never, as long as the fundamentals remain sound and the future prospects intact.

14.  The downside risk is protected through only buying when the price is low or fairly priced.

15.  Tactical dynamic asset allocation or rebalancing based on valuation can be employed but this sounds easier than is practical, except in extreme market situations.

16.  Sell urgently when the company business fundamental has deteriorated irreversibly.

17.  You may also wish to sell should the growth of the company has obviously slowed and you can reinvest into another company with greater growth potential of similar quality. However, unlike point 16, you can do so leisurely.

18.  In conclusion, a critical key to successful investing is in your stock picking ability.



[Looking at this list today, many of the points are still relevant, though I think this list can be improved.  I am now in the process of making a better list to incorporate some of the newer thinking that I have acquired since 2012..  ]   :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 08:54:05 PM
Post 2007/2008 global financial crisis, and having "survived" the severe bear market, I wrote this post.

SATURDAY, JULY 7, 2012.

MY 18 POINTS GUIDE TO SUCCESSFULLY COMPOUNDING YOUR MONEY IN STOCKS

1.  Be a good stock picker.

2.  Think as a business owner.

3.  Always look at value rather than the price. Do the homework.

4.  Buy and hold is alright for selected stocks.

5.  Compounding is your friend, get this to work its magic.

6.  Mr. Market is there to be taken advantage of. Do not be the * instead. BFS;STS.

7.  Always buy a lot when the price is low.

8.  Never buy when the stock is overpriced.

9.  It is alright to buy when the selected stock is at a fair price.

10.  Phasing in or dollar cost averaging is safe for such stocks during a downtrend, unless the price is still obviously too high.

11.  Do not time the market for such or any stocks.

12.  By keeping to the above strategy, the returns will be delivered through the growth of the company's business.

13.  So, when do you sell the stock? Almost never, as long as the fundamentals remain sound and the future prospects intact.

14.  The downside risk is protected through only buying when the price is low or fairly priced.

15.  Tactical dynamic asset allocation or rebalancing based on valuation can be employed but this sounds easier than is practical, except in extreme market situations.

16.  Sell urgently when the company business fundamental has deteriorated irreversibly.

17.  You may also wish to sell should the growth of the company has obviously slowed and you can reinvest into another company with greater growth potential of similar quality. However, unlike point 16, you can do so leisurely.

18.  In conclusion, a critical key to successful investing is in your stock picking ability.



[Looking at this list today, many of the points are still relevant, though I think this list can be improved.  I am now in the process of making a better list to incorporate some of the newer thinking that I have acquired since 2012..  ]   :cash:


Some thoughts:

1.  Emphasizing margin of safety - qualitative and quantitative issue
2.  Growth at reasonable price (GARP)
3.  Strategy for selling and replacing stocks.  When you can find a stock of equal quality and with 50% more margin of safety than your existing stock in your portfolio, replace this stock.
4.  Look at your portfolio on a regular basis.  Can it be better optimised?  Unlike the institutional players, you have the advantage of switching the stocks at low cost to reduce the risk and increase the returns of your portfolio.
4.  Engage the 6 classes of stocks of Peter Lynch:  slow growers, stalwarts, the fast growers, cyclicals (rarely), asset plays and turnarounds.
5. ....
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 05, 2015, 09:36:26 PM

Some thoughts:

1.  Emphasizing margin of safety - qualitative and quantitative issue
2.  Growth at reasonable price (GARP)
3.  Strategy for selling and replacing stocks.  When you can find a stock of equal quality and with 50% more margin of safety than your existing stock in your portfolio, replace this stock.
4.  Look at your portfolio on a regular basis.  Can it be better optimised?  Unlike the institutional players, you have the advantage of switching the stocks at low cost to reduce the risk and increase the returns of your portfolio.
4.  Engage the 6 classes of stocks of Peter Lynch:  slow growers, stalwarts, the fast growers, cyclicals (rarely), asset plays and turnarounds.
5.  Employing check lists
6.  ....
Title: Re: My investments are kaput.
Post by: DR KIM on August 15, 2015, 10:01:18 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

ABANDON  YOUR  'KAPUT  VALUE  INVESTINGG '..... :speechless: :S..

then  BANGGGG  :headbang: :headbang: YOUR  HEAD to the  WALL  10  X  ,,,, :giggle: :giggle: :rofl:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 15, 2015, 03:49:29 PM
ABANDON  YOUR  'KAPUT  VALUE  INVESTINGG '..... :speechless: :S..

then  BANGGGG  :headbang: :headbang: YOUR  HEAD to the  WALL  10  X  ,,,, :giggle: :giggle: :rofl:



So vicious.   8)
Title: Re: My investments are kaput.
Post by: Lotus48 on August 15, 2015, 03:53:16 PM
ABANDON  YOUR  'KAPUT  VALUE  INVESTINGG '..... :speechless: :S..

then  BANGGGG  :headbang: :headbang: YOUR  HEAD to the  WALL  10  X  ,,,, :giggle: :giggle: :rofl:

just read icap annual report
TTB investment portfolios with few stocks in losses
the notable one is Parkson, paper lost around 8.0m
Title: Re: My investments are kaput.
Post by: king on August 15, 2015, 03:55:35 PM
just read icap annual report
TTB investment portfolios with few stocks in losses
the notable one is Parkson, paper lost around 8.0m

so, its better to

MAKE LUV BUT DUN FALL IN LUV ??

 :P :P :P :P :P :P :P :P :P :P :P :P :P :P :P
Title: Re: My investments are kaput.
Post by: Lotus48 on August 15, 2015, 04:01:38 PM
so, its better to

MAKE LUV BUT DUN FALL IN LUV ??

 :P :P :P :P :P :P :P :P :P :P :P :P :P :P :P

one time old flame, very good profitable
to sayang to sell
buz changes in china so fast
parkson become ordinary there from extraordinary
how come this expert cant see
worst, still holding to the stock
I pun tak paham

perhaps, I still luv u no matter what? :heartbreak:
Title: Re: My investments are kaput.
Post by: king on August 15, 2015, 04:03:24 PM
one time old flame, very good profitable
to sayang to sell
buz changes in china so fast
parkson become ordinary there from extraordinary
how come this expert cant see
worst, still holding to the stock
I pun tak paham

perhaps, I still luv u no matter what? :heartbreak:

LUV IS BLIND ??

 :D :D :D :D :D :D
Title: Re: My investments are kaput.
Post by: DR KIM on August 20, 2015, 08:26:16 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

this shows  that  your  VALUE  INVESTING  is  KAPUT   
this  is  BURSA  market  - the best in the world  -

ABANDON your  VALUE INVESTING  - not relevant in BURSA  !

 :giggle: :giggle: :giggle:
Title: Re: My investments are kaput.
Post by: Dorky on August 20, 2015, 08:29:55 PM
just read icap annual report
TTB investment portfolios with few stocks in losses
the notable one is Parkson, paper lost around 8.0m

To more fully judge the strength of a person, you also need to consider which stocks are in gains.

If TTB suffers only a few stocks in loss while many others in double digit return, then he can't be incompetent.
I am not a subscriber to TTB's service (I don't need to, I can get them elsewhere for free) so I don't know which stocks of his is in gain.
Title: Re: My investments are kaput.
Post by: Dorky on August 20, 2015, 08:49:40 PM
Parkson

(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5657.MY&duration=730d)
Title: Re: My investments are kaput.
Post by: terry8 on August 20, 2015, 09:07:22 PM
My investments are super kaput too but I just keep them coz they are dividend paying shares lol
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 21, 2015, 11:14:19 AM
Parkson

(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5657.MY&duration=730d)



Dorky,

Have you done your own valuation on this stock?   :cash:
Title: Re: My investments are kaput.
Post by: Lotus48 on August 21, 2015, 12:01:44 PM
Dorky/3iii

what u guys think of SKPetro? can the balance sheet take low oil price probably for 2 yrs? is it a good buy and at what price?
Not many guys here can do a good analysis then you. TQ
Title: Re: My investments are kaput.
Post by: Dorky on August 21, 2015, 12:14:02 PM
Dorky/3iii

what u guys think of SKPetro? can the balance sheet take low oil price probably for 2 yrs? is it a good buy and at what price?
Not many guys here can do a good analysis then you. TQ

I don't know much about SKPetro's biz, but I am sure oil price will reach USD 100 next year.
Title: Re: My investments are kaput.
Post by: Dorky on August 21, 2015, 12:15:41 PM

Dorky,

Have you done your own valuation on this stock?   :cash:

Please abandon your kaput investing approach.

And please stop pulling your own balls.
Title: Re: My investments are kaput.
Post by: Oly Shyte on August 21, 2015, 12:18:20 PM
I don't know much about SKPetro's biz, but I am sure oil price will reach USD 100 next year.
Any assurance?  :S
Title: Re: My investments are kaput.
Post by: Dorky on August 21, 2015, 12:19:41 PM
(http://www.thestar.com.my/~/media/Images/TSOL/Photos-Gallery/Nation/2014/03/12/HAR_0826.ashx/?w=620&h=413&crop=1&)

"Inilah hasil ketumbuhan bola 3iiiiiii....!!"
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 24, 2015, 12:24:12 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:




 :)

Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 24, 2015, 12:47:07 PM
In the present stock market, valuation is rich.

It is difficult to find a deeply undervalued great stock to put cash to work.

I suppose it is timely to either sit still (stay in cash, like ttb) or just trade short-term (non-seriously).


Note the date.

 :)
Title: Re: My investments are kaput.
Post by: Lotus48 on August 24, 2015, 12:50:08 PM

Note the date.

 :)

iiiinvestsmart - what is your choice of oil & gas co, if any?
Title: Re: My investments are kaput.
Post by: Dorky on August 24, 2015, 05:23:39 PM

Note the date.

 :)

Problem is that you didn't buy in April 2015.
You bought early last year.
Price appreciated a little after you bought and proceed to decline to over 60% loss.

If you say "Aisey, wa tipu saje mah. Wa manada loss 60% lehhh...?", then I say  :thumbsup: :thumbsup: :thumbsup: to you.

But...

Holding onto some counters for too long, when the fundamentals had deteriorated - thinking / hoping these will turnaround.

These were among some of the big losses.   :(

A counter dropped 90% and I am still holding it.   :(

My biggest % losses occur in those stocks which were bought at bargain prices.

Obviously, these bargains turned out not to be bargains after all.

I must have made big mistakes in assessing the quality and valuing these stocks.

Investing in stocks remain challenging and one need to be extremely careful.

Never chase a stock.   Yet, there were many instances when the stock prices continue to rise unabated.

Yes, there were also instances when the stock prices contracted precipitously too.

This forum is not free of cheats and sly snake oil salesmen, looking for a quick kill and exit with gains from poor newbies.


My difficulty is actually in selling a stock.

When should I be selling?

In the short term, it is rather difficult to know how the stock price will be.

It is better to stay focus on the business of the company.

In the long term, the price will reflect the fundamentals of the company.

Here is the difficult part.

Having owned the stock, I tend to be biased.

I tended to look for evidences that confirm that I have made the right decision.

Often, the evidence not supporting my decision were trivialised or downplayed as temporary.

A quarter of bad results turned into another and another, and I was still holding onto the stock.

As if, hoping for some change in the fortune of this stock. 

These are biases I would need to overcome (possession bias and confirmation bias).

Notice the date.
My stocks are on fire today.    :(


And the best part of all...

Dorky,  please be very very very humble.   :handshake:
Title: Re: My investments are kaput.
Post by: stockraider on August 24, 2015, 05:32:57 PM


RAIDER'S WORD OF WISDOM DEDICATED TO 3I


 R WOULD BE SURPRISE WHY RAIDER KEEP A VERY LOW PROFILE, DESPITE OUR STOCK MARKET & CURRENCY BEING ATTACKED ?
ALSO U ALL....WOULD BE WONDERING WHETHER RAIDER IS STILL THE BIGGEST BULL IN INVESTLAH ?

LET RAIDER ANSWER U LOH.....!!

1)YES RAIDER, LOW PROFILE IS STRATEGIC LOH.....BCOS RAIDER IS STRENGTHENING THE ARMY, WITHOUT PICKING A FIGHT YET LOH....!! BCOS RAIDER KNOW....THE BEAR ARMY WOULD BE ADVANCING....LET THEM COME TO RAIDER....INSTEAD OF RESISTING LOH....!! THIS WILL CONSERVE RAIDER'S RESOURCES....WHEN RAIDER TOGETHER WITH BULL ARMY ATTACK MAH....!!

2) YES...RAIDER IS STILL IS THE BIGGEST BULL IN INVESTLAH LOH....!!
WHY LEH ? BCOS OVER THE LONG RUN BULL ALWAYS WINS MAH.....!!
RAIDER HAS BEEN PREPARING FOR THE BEAR TSUNAMI ONSLAUGHT ATTACK FOR MANY MANY MONTHS MAH....!!
DESPITE RAIDER MAKING SOME PURCHASE RECENTLY, RAIDER IS STILL NET CASH....WITH MANY MANY $$$$$$ SHARE MARGIN AS RESERVE....NOT UTILISED YET MAH.....!!
RAIDER IS READY TO FACE THIS CHALLENGE LOH.....!!

Raider the biggest bull....is now gathering its armies....as the enemies the bears as pushing the RM and the index down.
THE DAY OF ATTACK IS COMING FOR THE BULL....AS THE FLANKS OF BEAR HAD BEEN MORE & MORE EXPOSE....WHEN THEY ADVANCE DEEPER & DEEPER.

GENERAL RAIDER , SAYS THE MOMENT OF BEAR ARMIES IS EXPOSED WIDE......THATS IS THE DAY RAIDER WITH THE HELP WITH THE BULL ARMIES WILL ATTACK LOH....!!

THE DAYS OF RECKONING IS COMING LOH....GENERAL RAIDER NOTED & PREPARING LOH....!!

RAider latest comment
Today Rm drop to 4.25 v USD and KLCI index below 1540 .....!!
Should u jump in ?
Raider still say be patient loh.....!!

RAIDER STILL SAY WAIT & HOLD  YOUR HORSES LOH......!!
WHY NEED TO BE SUCH A HURRY TOO BUY LEH......??!!

U CAN BUY WHEN MARKET IS STABILISE/ HIT THE BOTTOM LOH.....!!

WHEN IS THE BOTTOM ?....JUST LISTEN....MARKET WILL TELL U, WHEN LOH....!!




Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 24, 2015, 05:37:10 PM
Problem is that you didn't buy in April 2015.
You bought early last year.
Price appreciated a little after you bought and proceed to decline to over 60% loss.

If you say "Aisey, wa tipu saje mah. Wa manada loss 60% lehhh...?", then I say  :thumbsup: :thumbsup: :thumbsup: to you.

But...

Notice the date.

And the best part of all...



I am well placed to profit from this market downturn.

 :handshake: :cash:
Title: Re: My investments are kaput.
Post by: Dorky on August 24, 2015, 05:40:42 PM


I am well placed to profit from this market downturn.

 :handshake: :cash:

The market will humiliate you, and then it will humble you.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on August 24, 2015, 05:46:48 PM
The market will humiliate you, and then it will humble you.


Actually, I am getting richer when the market is falling.   :)
Title: Re: My investments are kaput.
Post by: Dorky on August 24, 2015, 05:54:16 PM

Actually, I am getting richer when the market is falling.   :)

I am glad that you're a trader.    :)
Title: Re: My investments are kaput.
Post by: Dorky on August 24, 2015, 06:04:22 PM
Public Bank
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=1295.MY&duration=90d)
"I have bought more and I am richer now..."


Parkson
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5657.MY&duration=90d)
"I have bought a lot and is richer than ever..."
Title: Re: My investments are kaput.
Post by: sj7953 on August 24, 2015, 07:27:02 PM
DLADY 1H Net Profit 65.803 Millions(+39%)
EPS 102.8 SEN,Dividend 110 SEN


 :thumbsup: :clap: :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on September 10, 2015, 07:37:02 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

THROWWWWWWWWWWW  your   VALUE  INVESTING   >>   :giggle: :giggle: :giggle:

lets punt on penny &  warrant  for  solid  angpows  even may strike 100 %  - 300  %  jackpot   :cash: :cash: :cash: :thumbsup:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on September 10, 2015, 07:39:10 PM
THROWWWWWWWWWWW  your   VALUE  INVESTING   >>   :giggle: :giggle: :giggle:

lets punt on penny &  warrant  for  solid  angpows  even may strike 100 %  - 300  %  jackpot   :cash: :cash: :cash: :thumbsup:



Dr. KIM

 :)

Are you into cash?    :handshake: :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on September 10, 2015, 07:56:53 PM


Dr. KIM

 :)

Are you into cash?    :handshake: :cash:

95 %  ON   cheap  PENNY  &  WARRANTSS  ( millions  unit ) :cash: :cash: :cash: :cash: :thumbsup:
##  sometime  IPO

5 %  CASH... ;) :D :D :D :D

###  so far managed to be in   5 % - 10 %  bracket  >>   those making lui :cash: :cash:  in the stock market   !
Title: Re: My investments are kaput.
Post by: DR KIM on October 24, 2015, 02:00:26 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

cehhhhhh.....Better  keep  quiet  >> your  investments  are KAPUT   :giggle: :giggle: :rofl:

cehhhh :D :D :D
Title: Re: My investments are kaput.
Post by: DR KIM on November 01, 2015, 11:04:50 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.   :headbang: :headbang:

Every new stock I bought, is now below its buying price. :sweat:

Every trade I made, I lost money. :headbang:

What should I do?  :speechless: :speechless: :phew:


Time to reflect and re-strategise.   :speechless: :phew: :sweat:

Mr 3 I   >>  YOU  MUST  ABANDON  your   'VALUE INVESTING :giggle: :giggle: '  NOW   !.....
Title: Re: My investments are kaput.
Post by: DR KIM on November 02, 2015, 12:32:35 PM
It has been a very bad 52 weeks for my investing. :sweat: :phew: :phew:

Every stock I have been holding is down by > 50%. :phew: :sweat:

Every new stock I bought, is now below its buying price. :headbang:

Every trade I made, I lost money. :sweat: :S

What should I do? :S :S :speechless:


Time to reflect and re-strategise.    :cash:

SHORT  LECTURE  - TRADING 101 - MAKING LUI  RAIN &  SHINE   :cash: :cash: :cash:

BABY  3  I  ,  :handshake: :thumbsup:

VERY  EASY  to make  MONEY  :cash: :cash: :cash: even JACKPOT  in CASH  COW  BURSA  :thumbsup:

BUT  FIRST  YOU  HAVE  to ABANDON @ THROWWWW  to DRAIN your  KAPUT  VALUE  INVESTING.. :D.

BABY !

Bear in mind  , Cash Cow  BURSA  is  NO  WALL  STREET...different taste , different culture  ;) :P :P

Here  KLSE  , many loves :heart: :heart: :cash: :cash:  WARRANTSS  , PENNY  .....HIGH %  GAIN   !
We have to adapt  with that  to make  MONEY  even JACKPOT  :cash: :cash: :cash: :cash:

WHY STICK  to  YOUR  SNAIL PHASED , KAPUT  CHICKEEN-FEED  value  investing  :giggle: :headbang: :headbang:

##  My EX :heartbreak: OLY  +  Whipping Boy Olien*  , Feudal King +  BIRD *- L E S S  Richar* the CULI...take  note  !! :handshake: :thumbsup: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on November 02, 2015, 01:15:39 PM
SHORT  LECTURE  - TRADING 101 - MAKING LUI  RAIN &  SHINE   :cash: :cash: :cash:

BABY  3  I  ,  :handshake: :thumbsup:

VERY  EASY  to make  MONEY  :cash: :cash: :cash: even JACKPOT  in CASH  COW  BURSA  :thumbsup:

BUT  FIRST  YOU  HAVE  to ABANDON @ THROWWWW  to DRAIN your  KAPUT  VALUE  INVESTING.. :D.

BABY !

Bear in mind  , Cash Cow  BURSA  is  NO  WALL  STREET...different taste , different culture  ;) :P :P

Here  KLSE  , many loves :heart: :heart: :cash: :cash:  WARRANTSS  , PENNY  .....HIGH %  GAIN   !
We have to adapt  with that  to make  MONEY  even JACKPOT  :cash: :cash: :cash: :cash:

WHY STICK  to  YOUR  SNAIL PHASED , KAPUT  CHICKEEN-FEED  value  investing  :giggle: :headbang: :headbang:

##  My EX :heartbreak: OLY  +  Whipping Boy Olien*  , Feudal King +  BIRD *- L E S S  Richar* the CULI...take  note  !! :handshake: :thumbsup: :cash: :cash: :cash:


Dr KIM   :handshake:

I think I can't agree with you for a very simple reason.

My long term portfolios have delivered good returns over the last 20+ years.  :thumbsup:

This should be enough to disprove all you posted.

Nevertheless, I can understand many might find your views reflect their actual investing experiences. 

I have certainly meet many of them too.

 :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on December 05, 2015, 11:54:55 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

I want to  :giggle: :giggle: :rofl:......

further  :D :D :D :headbang:.....
Title: Re: My investments are kaput.
Post by: iiinvestsmart on December 28, 2015, 03:58:40 PM
Looks like I will be exiting this market on a high note this year end.   :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on December 29, 2015, 11:56:56 AM
The best time to buy your stocks is when everyone is fearful.

However, when you buy during such times, be prepared to see your stock going down more in price.

It is almost impossible for you to buy at the lowest price nor for you to sell at the highest price.

You should be happy knowing that you bought at prices which are near the lowest point and you sold at prices that are near the highest point.

Thus, when I bought some stocks during the down market, the prices did drop.  Some actually dropped drastically, percentage wise.   You can expect some of the stocks to even drop 50% from your buying price when market sentiments are bad.  WHY?   There are "investors" who are in a hurry to get out of stocks in a down market and will throw at Mr. Market prices.   

The saying goes, in a bull market, the prices rise slowly and in a bear market, the prices fall drastically.   To paraphrase, the bull market is likened to climbing up a flight of stairs, while the bear market is likened to falling off the window at the end of the flight of stairs.   :)


For those who are wired to buy in a down market, they are rewarded when the bull reappears.   For individual stocks, the repricing occurs when the temporary bad news abate. 

Though they might have bought and "lost" 50% from their buying price, when the market reprices their stocks in another period, they soon realised gains of various proportions - 10% to 300%.  That is the vagaries of the stock market.

To profit from the stock market, you must be wired appropriately.  This starts with getting the right education.
Title: Re: My investments are kaput.
Post by: DR KIM on December 30, 2015, 09:38:06 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

 :giggle: :giggle: :rofl:..... ;) :D :D

those follows  Mr 3I  >>   many still TRAP  liao due to KAPUTINGG  VALUE  INVESTING !
Title: Re: My investments are kaput.
Post by: zuolun on December 30, 2015, 09:52:27 AM
Don't trust people so readily ~ Groupthink: “The crowd always loses because the crowd is always wrong. It is wrong because it behaves normally.” ~ Fred C. Kelly
http://psychology.about.com/od/gindex/g/groupthink.htm

GT Advanced Technologies has room to run: Cramer ~ 10 Apr 2014
http://video.cnbc.com/gallery/?video=3000265997

(http://img2.uploadhouse.com/fileuploads/21897/21897692feea7317e33629dcc7c0e3785ba0c11e.png)

Title: Re: My investments are kaput.
Post by: iiinvestsmart on December 30, 2015, 10:05:40 AM
:giggle: :giggle: :rofl:..... ;) :D :D

those follows  Mr 3I  >>   many still TRAP  liao due to KAPUTINGG  VALUE  INVESTING !



Of course, when we invest, we are investing based on value - buying when the price is below our perceived value.

The market price can fluctuate widely and be dissociated with the value of your stock or asset.

There are times when you bought below your perceived value but the market price continues to tank lower.

Should you take your cues from the market price or from your own perceived value?

You need to be disciplined and be patient, knowing that you yourself is right and the whole world is wrong.   :)

Remarkably, often if you know what you are doing, practising value investing, and is very disciplined, you will be fine.

In fact, more than fine.  You will be very rich indeed.   

 :) :thumbsup: :handshake: :cash:
Title: Re: My investments are kaput.
Post by: Profit88 on December 31, 2015, 09:44:04 PM
My growth stocks like Sasbadi, MyEG, YeeLee, Hevea-WB, Superln performed superbly in 2015 (sidenote:: so well that if I had qualified for the 2015 stock champion competition, I would have won it!) On the other hand, my "value stocks" either hover around their purchase price or went below it!

KYY's investing strategy works for me, can't say the same for WB's strategy.
Title: Re: My investments are kaput.
Post by: DR KIM on December 31, 2015, 09:51:41 PM
Kih  kih kihhhh :D :D :D
Title: Re: My investments are kaput.
Post by: DR KIM on January 29, 2016, 09:15:03 PM
 :giggle: :giggle:....... ;) :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on January 29, 2016, 09:20:03 PM

Buying good quality growth stocks is definitely better than buying beaten down lower quality bargain companies.

I agree with you here.   :cash:

My growth stocks like Sasbadi, MyEG, YeeLee, Hevea-WB, Superln performed superbly in 2015 (sidenote:: so well that if I had qualified for the 2015 stock champion competition, I would have won it!) On the other hand, my "value stocks" either hover around their purchase price or went below it!

KYY's investing strategy works for me, can't say the same for WB's strategy.
Title: Re: My investments are kaput.
Post by: stockraider on January 30, 2016, 10:38:56 AM
My growth stocks like Sasbadi, MyEG, YeeLee, Hevea-WB, Superln performed superbly in 2015 (sidenote:: so well that if I had qualified for the 2015 stock champion competition, I would have won it!) On the other hand, my "value stocks" either hover around their purchase price or went below it!

KYY's investing strategy works for me, can't say the same for WB's strategy.

Raider like to point out ur list of stocks is actually momentum stocks.......!!
Just bcos the share price move up.....does not mean it is a growth stock mah.....!!

A sustained quality growth stock must have competitive moats......sustained over many many years loh.....!!

Market is evolving.....every investment theme will have its days loh.......!! Growth or value it always have its days mah....!!

Once everyone....is looking....at certain ways.....of sure make monies.....the market will usually reverse loh....!! It always like that mah......!!

The present leader will be the future losers....& likewise the current losers maybe the future winners loh.....!!

Always check the valuation & margin of safety.....to avoid the risk of over valuation as the price move up.....!!

Also....look for opportunity when.....the stocks are beaten down with big margin of safety.....that warrant a buy....mah....!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on January 31, 2016, 06:39:26 AM

Bank of Japan negative interest rate

By adopting a negative interest rate, the central bank hopes banks will step up lending to support activity in the real economy, rather than pay a penalty to deposit excess cash at the BOJ.

There is little sign of any pent-up demand from Japanese banks or cash-rich companies for fresh funds, and any money released into the system may merely be hoarded or steered into speculative activity such as betting on stocks.

"This is an aggressive all-stick-no-carrot approach to spurring investment, as depositors are essentially penalized for holding cash," said Martin King, co-managing director at Tyton Capital Advisors in Tokyo.

The BOJ maintained its pledge to expand base money at an annual pace of 80 trillion yen (US$675 billion) via aggressive purchases of Japanese government bonds (JGBs) and risky assets conducted under its quantitative and qualitative easing (QQE) programme
Title: Re: My investments are kaput.
Post by: sj7953 on February 02, 2016, 04:31:27 AM
Toglove is kaput now
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 02, 2016, 07:27:37 AM
Toglove is kaput now



Market price can be volatile.
You should buy your stocks just like you buy your groceries.   :)


Prices of Topglove have climbed faster than its earnings.
Topglove is still a great company in its sector.
In fact, I think it has reclaimed its numero uno position which it lost to Harta the recent years.
Also, its valuation is undemanding compared to its peers.
If you are a long term player, this is a good investment to consider.

As recent as 2 weeks ago, analysts gave its target price as $15, which is actually $7.50 post bonus present price.


Title: Re: My investments are kaput.
Post by: DR KIM on April 26, 2016, 11:29:29 PM

It has been a very bad 52 weeks for my investing. :sweat: :phew:

Every stock I have been holding is down by > 50%. :headbang: :headbang:

Every new stock I bought, is now below its buying price. :S :'(

Every trade I made, I lost money. :headbang: :sweat: :phew:

What should I do? :speechless: :speechless:

 
Time to reflect and re-strategise.   :speechless: :speechless: 

see  :giggle: :giggle: :headbang: :headbang:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 27, 2016, 08:19:05 AM
worth to punt  >> much better than KAPUT  BLUECHEAT@chips  :clap: :clap: :clap:


100 %  JACKPOT  >> shame  to  bluecheap@chip  :D :D :D :giggle: :giggle:


Before 12:30pm = RM0.025
After 2:30pm = RM0.001

DR KIM suffered major losses on SONA-WA and was forced to fly by missile from Malaysia to Holland.  :'(

(http://cache2.artprintimages.com/p/LRG/30/3068/F3JDF00Z/art-print/map-of-malaysia-south-east-asia.jpg)](http://galeri.uludagsozluk.com/42/kim-jong-il_77385.jpg)(http://www.rozylowicz.com/retirement/graphics/holland2005/map-holland.jpg)


.

 :handshake: :cash: :clap:

Another plane load of people on free trip to BEAUTIFULL HOLLAND, courtesy of D.R.KIM.  :) :D

All aboard please.  Jumbo plane is taking off for HOLLAND.   :handshake: :cash:

(http://www.futurastudios.com/ib-atc/top-klm.jpg)


down memory lane >> thanks  Mr 3I

don't  be  JELESSS  >>SONA-WA  more jackpot  to come  -  today 100 %  jackpot  with in 1 - 2 hrs  :giggle: :cash:

NO WAY  for  BLUECHEAT@chip to deliver jackpot  100 %  with in 1 - 2 hours

can bluechip  RM 10  to double to RM 20  with in 2  hours  for 100 %  jackpot  ??:headbang: :phew:
NO  WAY  >> the most is  10 %  from bluecheat  - take months  :D :D :giggle:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 27, 2016, 08:21:35 AM

Quote from: Oly Shyte on Yesterday at 05:46:46 PM
Before 12:30pm = RM0.025
After 2:30pm = RM0.001

DR KIM suffered major losses on SONA-WA and was forced to fly by missile from Malaysia to Holland.
:'(




What happened?  DR. KIM !!!!!!  Such a big loss yesterday morning.  Poor Dr. KIM.   :'( :cash:
Title: Re: My investments are kaput.
Post by: ahbah on April 27, 2016, 10:01:41 AM
Now confirmed - DR KIM is in Holland now !   :sweat: :sweat: :sweat:
Title: Re: My investments are kaput.
Post by: DR KIM on April 27, 2016, 11:58:14 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

MR 3 I  !....abandon  your  KAPUT   :sweat: :'(VALE  INVESTINGGG

JOIN  PENNY &  WARRANTSS  RALLY  NOW  ON-GOING  :clap: :clap: :thumbsup: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 27, 2016, 12:04:52 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:


BENJAMIN GRAHAM'S 113 WISE WORDS
The true investor scarcely ever is forced to sell his shares, and at all times he is free to disregard the current price quotation. He need pay attention to it and act upon it only to the extent that it suits his book, and no more. Thus the investor who permits himself to be stampeded or unduly worried by unjustified market declines in his holdings is perversely transforming his basic advantage into a basic disadvantage. That man would be better off if his stocks had no market quotation at all, for he would then be spared the mental anguish caused him by other persons' mistakes of judgement."


-----


A single quote by Graham on page 516 struck me:

Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of favorable business conditions.

Basically, Graham is saying that most stock investors lose money because they invest in companies that seem good at a particular point in time, but are lacking the fundamentals of a long-lasting stable company.

This seems obvious on the surface, but it’s actually a great argument for thinking more carefully about your individual stock investments. If most of your losses come from buying companies that seem healthy but really aren’t, isn’t that a profound argument for carefully studying any company you might invest in?
 

-----


MARKET FLUCTUATIONS OF INVESTOR'S PORTFOLIO
Note carefully what Graham is saying here.

It is not just possible, but probable, that most of the stocks you own will gain at least 50% from their lowest price and lose at least 33% ("equivalent one-third") from their highest price -regardless of which stocks you own or whether the market as a whole goes up or down.

If you can't live with that - or you think your portfolio is somehow magically exempt from it - then you are not yet entitled to call yourself an investor.



Title: Re: My investments are kaput.
Post by: ahbah on April 28, 2016, 11:59:28 AM
Mkt now going downhill ?
 
Bow chow see !   :'(  :S :S :sweat: :phew:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on April 28, 2016, 01:30:25 PM
Mkt now going downhill ?
 
Bow chow see !   :'(  :S :S :sweat: :phew:


Mahu lari ke-mana!
Title: Re: My investments are kaput.
Post by: ahbah on April 28, 2016, 02:54:38 PM

Mahu lari ke-mana!

From the frying pan into the fire below !   :sweat: :sweat: :sweat:
Title: Re: My investments are kaput.
Post by: DR KIM on May 13, 2016, 08:42:40 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do? :S :phew: :sweat: :headbang: :headbang:

Time to reflect and re-strategise.    :cash:

Mr 3 I  , told  you so many times  edi  for you to abandon your KAPUT  VALUE  INVESTINGG....
but  it fell into your  deaf ears  :giggle: :giggle:
today you are battered  liao on your  bluecheat@chip ... :S :sweat: :phew:

BLUECHEAT@chip  >> the most return is snail phased 10 % :phew:

warrant ,  penny  +  IPO  >> potential JACKPOT  100 - 300 %  :thumbsup:
Title: Re: My investments are kaput.
Post by: DR KIM on May 13, 2016, 11:23:51 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do? :speechless: :S :headbang: :headbang: :headbang:
Time to reflect and re-strategise.    :cash:

 :giggle: :giggle:,,,,, :D :D

Title: Re: My investments are kaput.
Post by: DR KIM on May 15, 2016, 06:49:40 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?  :S :phew: :headbang:

Time to reflect and re-strategise.    :cash:

 :giggle: :giggle:.....

Mr  3  I......abandon your  snail phased KAPUT  VALUE  INVESTING   ( esp  BLUECHEAT@chip )

then you will  be  OK  &  potential to strike a JACKPOT  especially  with low priced   warrants & penny  !

10,000  LOT  UP  MERELY   1  SEN   >>  RM 10,000  KOOl  JACKPOT   :cash: :cash:  :thumbsup:
Title: Re: My investments are kaput.
Post by: DR KIM on May 28, 2016, 11:41:21 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%. :headbang:

Every new stock I bought, is now below its buying price. :headbang:

Every trade I made, I lost money. :headbang: :devil:

What should I do? :phew: :sweat: :S :speechless:


Time to reflect and re-strategise.    :speechless: :S

MR 3 I  .  :handshake: :)

KEEP  CALM   >>  Abandon your  KAPUT  VALUE - INVESTING ON BLUECHEAT@chip  & Pricey shares
LETS  JOIN  the  WARRANTS &  PENNY  CLUB  :clap: :clap: :clap: :cash:

>> as a rule  of  thumb -  The cheaper the warrantss  >> the  higher the  %  gain

2016 Champion -  Palette -wa  oledi GAVE  JACKPOT  900 %  :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: ahbah on May 30, 2016, 10:06:26 AM
Mkt now going downhill ?
 
Bow chow see !   :'(  :S :S :sweat: :phew:

I oredi told U so.

Bow chow see mah.  :'( :'( :'( :'(

Chow boh see lah.   :D :D :D
Title: Re: My investments are kaput.
Post by: DR KIM on June 07, 2016, 10:50:17 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%. :phew:

Every new stock I bought, is now below its buying price. :sweat:

Every trade I made, I lost money. :headbang:

What should I do? :phew: :sweat: :headbang:


Time to reflect and re-strategise.     :speechless: :phew:

KEEP  CALM , my fren.... :handshake:
abandon your  kaput  value investing.... :giggle: :giggle:

WELCOME  tO  WARRANTS & PENNY  CLUB

## the cheaper the warrantss  >> the higher the % gain ... :cash: :cash: :cash:

2016 CHAMPION  >>  PALETTE-WA  almost 900 % JACKPOT
from 1 sen exploded  to almost 10 sen  8) :)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 07, 2016, 12:04:26 PM
KEEP  CALM , my fren.... :handshake:
abandon your  kaput  value investing.... :giggle: :giggle:

WELCOME  tO  WARRANTS & PENNY  CLUB

## the cheaper the warrantss  >> the higher the % gain ... :cash: :cash: :cash:

2016 CHAMPION  >>  PALETTE-WA  almost 900 % JACKPOT
from 1 sen exploded  to almost 10 sen  8) :)


Dr. KIM

Stay within our circle of competence.

Investing has been extremely profitable for me over decades.

Wishing you good returns in your investing too.

 :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on June 18, 2016, 05:44:33 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%. :headbang:

Every new stock I bought, is now below its buying price. :phew: :phew:

Every trade I made, I lost money. :phew: :sweat: :headbang:

What should I do? :handshake: :speechless:


Time to reflect and re-strategise.     :clap: :clap:

MR  3 I  ,  :handshake:

Must abandon  your  snail-phased KAPUT  VALUE  INVESTING  :headbang: :phew:

PUNT  WARRANT / PENNY   for  CONSINTENT  ANGPOWS  RAIN &  SHINE  and potential to STRIKE  JACKPOT  200 - 300 %  too :clap: :clap: :party: :cocktail: :beer: :dancing: :coffee: :beer: :cash: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on June 19, 2016, 11:17:31 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%. :phew: :sweat: :headbang:

Every new stock I bought, is now below its buying price. :speechless: :S

Every trade I made, I lost money. :headbang: :headbang:

What should I do? :handshake: :speechless:


Time to reflect and re-strategise.    :cash: :) ;)

Laughing is the best medicine  :giggle: :giggle: :giggle: :rofl:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 19, 2016, 11:35:47 PM
Yes, I have bought stocks that soon declined in prices after I bought.  They got cheaper! 

I have also bought stocks thinking they can grow their businesses over time but alas, I was wrong in my assessment.  They continue to lose money and I lost in these stocks.  The correct and logical thing to do was to sell, cut losses, embrased the pain and to move on.
Title: Re: My investments are kaput.
Post by: stockraider on June 19, 2016, 11:45:02 PM
Yes, I have bought stocks that soon declined in prices after I bought.  They got cheaper! 

I have also bought stocks thinking they can grow their businesses over time but alas, I was wrong in my assessment.  They continue to lose money and I lost in these stocks.  The correct and logical thing to do was to sell, cut losses, embrased the pain and to move on.

Correctloh....that's why raider sold FGV fast fast loh....!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 20, 2016, 06:29:22 AM
Correctloh....that's why raider sold FGV fast fast loh....!!

Did you tell us you sold FGV?   
Title: Re: My investments are kaput.
Post by: DR KIM on June 23, 2016, 04:08:08 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%. :phew: :sweat:

Every new stock I bought, is now below its buying price. :S :'(

Every trade I made, I lost money. :S :phew: :phew: :phew:

What should I do? :handshake: :clap: :thumbsup:


Time to reflect and re-strategise.    :cash: :clap: :clap: :clap:

After all laughing is the best medicine  :giggle: :giggle: :headbang:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 23, 2016, 04:11:31 PM
After all laughing is the best medicine  :giggle: :giggle: :headbang:


Thank you for reminding me of my vulnerability.

This thread is to remind me not to be overconfident and to continue making slowly the big money available from the stock market over the long term. :handshake:
Title: Re: My investments are kaput.
Post by: shilau on June 23, 2016, 05:25:43 PM
dont worry call sifu GannSoon  he can teach you use GannSoon theory    :clap: :clap: :clap:
Title: Re: My investments are kaput.
Post by: DR KIM on June 23, 2016, 07:06:17 PM

Thank you for reminding me of my vulnerability.

This thread is to remind me not to be overconfident and to continue making slowly the big money available from the stock market over the long term. :handshake:

further  :giggle: :giggle:..it's  a reverse psycology  :D :D :headbang:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 23, 2016, 07:34:44 PM
further  :giggle: :giggle:..it's  a reverse psycology  :D :D :headbang:


Dr. KIM is the kindest in this forum in reminding me often of this thread.  Thanks again and again.   :D :clap: :thumbsup: :cash: :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 23, 2016, 07:45:30 PM

It is good to have friends who are smart intelligent investors.
These people are fun to meet.
They share precious personal knowledge and experience.
On many occasions, you can coattail on their hard work profitably.
At times, they prevented you from committing an obvious investing mistake.

How to spot these smart intelligent investors?
Yes, they may be of any ages.
The younger investor may be smart, but it does take some time to build up an experience.
Seek out those in their 50s or older with a good track record.
There are many who invest in the market;
a record they do have but not that of the truly committed smart intelligent investor.

The truly smart intelligent investors are those with a record of good total return accumulated over MANY years of investing.
They are passionate, hardworking and perhaps well-networked.
They have a philosophy and strategy.
They may even sound boring  as they are so predictable. 
They are not many but not rare.
Make friends with them.
Rub shoulders with them.
There is little to lose and a lot more to gain.

Of course, beware the financial genius in a rising market.
As the saying goes, when the tide recedes, many of them are found swimming naked.


 ;D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 26, 2016, 02:21:15 PM
you know  why  ?....Malaysian market is  unique - very special in the  world  !

Malaysian love  warrantss &  penny  >>  :thumbsup:

rule of thumb  >> the cheaper the warrantss  >> the higher the %  GAIN  :cash: :cash: :cash:

##  Frankly speaking - I   used to be  a bluecheat@chip  & pricey shares player

BUT  a last  I got to say good bye to that bluecheat  since I was 'CHEATED'  & abandoned that ( bluecheat )  for life  :S :phew: :sweat: :sweat: :sweat:....

after joining this forum  ( thanks to investlah )  ------> 

STREAMSS  of  LUI  from CHEAP   WARRANTSS , PENNY  +  IPOs  :cash: :cash: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 28, 2016, 02:47:36 PM
Bought Scientex when it corrected a few months back at around RM 8 +.   

After buying, its share price went south to around RM 6 +.

Today, its share price is higher than my buying price.



[Lessons from my stock is kaputing.   Quite a number of similar encounyers too.]
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 28, 2016, 02:49:53 PM
Another example.

Bought at RM46.  Share price went sideways and occasionally to RM42.  Dividend yielding.   Today it is much higher than the buying price.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 28, 2016, 02:52:40 PM
Bought FN recently when it announced extremely good quarterly result.  For a couple or more weeks, market did not notice the good news.  Price declined slightly on market sentiment down days.  The price has risen 25% over a short 2 months or so.

Another kaputing story.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 28, 2016, 02:56:12 PM
Spotted counter GHI.  Very optimistic on its future growth potential.  Dividend yielding.  Bought large amounts in 2 tranches.  It is the highest quality stock trading at the most favourable PE in its sector.

Presently sitting on a 15% paper loss in this stock.

Another example of my kaputing stock. 

Still holding.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 28, 2016, 02:57:12 PM

Thank you for reminding me of my vulnerability.

This thread is to remind me not to be overconfident and to continue making slowly the big money available from the stock market over the long term. :handshake:

 :handshake:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 28, 2016, 05:40:19 PM
The highest price i paid for Padini was 90 sen per share.

I recommended this stock to my friend who bought in much later at RM 1.60.  Padini was then growing fast with few competitors. 
The price climbed above RM 2.00.

Then the big competitors appear.  H&M and Uniglo and others.

With competition, the profit margin of Padini contracted.  Its share price started to fall with its falling earnings.

At its lowest of RM 1.30, Padini' s price was lower than my friend's buying price.  She now has a pwper loss.   However at RM 1.30 the DY was about 7 to 8%.

She hold onto her share for the long term.

This is anothee kaputing story.
Title: Re: My investments are kaput.
Post by: DR KIM on February 24, 2017, 10:57:12 AM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

abandon your  value  investing  :headbang: for sure  :speechless: :phew:

JOIN  the Warrant  &  Penny  CLUB  :thumbsup: :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:17:00 AM
The highest price i paid for Padini was 90 sen per share.

I recommended this stock to my friend who bought in much later at RM 1.60.  Padini was then growing fast with few competitors. 
The price climbed above RM 2.00.

Then the big competitors appear.  H&M and Uniglo and others.

With competition, the profit margin of Padini contracted.  Its share price started to fall with its falling earnings.

At its lowest of RM 1.30, Padini' s price was lower than my friend's buying price.  She now has a pwper loss.   However at RM 1.30 the DY was about 7 to 8%.

She hold onto her share for the long term.

This is anothee kaputing story.


Today, the price of Padini is above 2.50.   

When it was 1.30, my friend lamented she had little "luck" in her Investing.

She did not sell and now she complained that she should have bought more of her Padini!!! :-)

At my buying price of 90 Sen, Padini is now a 2 bagger and including the dividends received, this investment has been rewarding.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:19:39 AM
Another example.

Bought at RM46.  Share price went sideways and occasionally to RM42.  Dividend yielding.   Today it is much higher than the buying price.


This stock touched 60 per share and now has pulled back to 55 or so.

Often one is rewarded for just sitting tightly.   :-)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:22:43 AM
Bought Scientex when it corrected a few months back at around RM 8 +.   

After buying, its share price went south to around RM 6 +.

Today, its share price is higher than my buying price.



[Lessons from my stock is kaputing.   Quite a number of similar encounyers too.]



This stock issued a 1 for 1 bonus in 2016 June.

It has returned about 100% since I bought it.   
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:31:17 AM
Public Bank
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=1295.MY&duration=90d)
"I have bought more and I am richer now..."


Parkson
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5657.MY&duration=90d)
"I have bought a lot and is richer than ever..."




Poor Dorky

Educated but not so smart.  :-)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:47:09 AM
I don't know much about SKPetro's biz, but I am sure oil price will reach USD 100 next year.


Poor Dorky.   

Please learn value investing.


Poor soul.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:54:25 AM
Rating

Maintain UNDERPERFORM

Valuation

Our Target Price is downgraded to RM42.16 (from RM43.52), based on 23.7x PER after we roll our valuation to FY16 from FY15. The valuation implied unchanged 3- year mean PER.

By Kenanga Research


Today, DLady is priced 55+.

Do you always ask those who ride Proton Saga for your investment advice?

How did Kenanga Research not predict that dLady would be a good investment the?

Many in the industry are short term focussed, more interested in the fees and commissions they can generate.  This may be the reason, among others.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 11:57:38 AM
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458G7920)
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C4582Z300)

How exciting? That's a good question. :thumbsup:
 :)


Property counters are in a  cyclical sector.

Cyclical stocks are better avoided, unless you have special insight into the particular industry.

Stay with companies with durable competitive advantage that can deliver consistent growth over a very long time.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 12:01:23 PM
Please sell.
Thank me later.


Another idiotic statement by Dorky.

Please look at the price of this stock today.


Yes, (s)he predicted oil price to go to 100 too.

Please knock some senses into his skull, if at all possible to do so.  :-)
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 12:12:45 PM
my advice, don't read so much articles lah iinvestsmart, you will get more confused and cause you to make more mistakes.

Investing in sharemarket is easy, just treat the company you invest as your own business. You are just a boss and you observe the way your staff work, the environment your business is in, your competition... if everything is good, then you invest in it, sure win.


Poor Johnmaster

He is too ashamed to appear!

Probably now using another name to post anonymously.

GSB is trapped in this property cycle downturn.

It is going to be very challenging for GSB.

With poor revenues and profitability, and high debts that it cannot service from its cash flow from operations,GSB can be expected to be a gruesome company.

Its survival depends on its ability to raise cash from its shareholders or new private placements.

I don't think the bankers are willing to give more loans based on its current balance sheet and cash flow statements.

Hope Johnmaster is physically, mentally and socially healthy.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 12:14:41 PM
Your recent stock selections:

MSport
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5150.MY&duration=1825d)
[Another Chinese company listed in US, Hanergy is in the news today.  Too much problems with listed Chinese companies, especially regarding their integrity.  Maybe JM has a lot of faith, as usual.  He knows a lot more than most of us. ]


GCB
(http://chart.bursamalaysia.com/cache/charts.pl?type=plc_profile&id=5102.MY&duration=1825d)
[JM was bullish on GCB, calling it the mini-Nestle.  Wondering why he loves Nestle and yet does not own it.   :)   Then he reacted to the price action of GCB, rather embarrasingly blaming his enthusiasm on my promotion.   :D   So much for his integrity.   :handshake:  ]



Poor Johnmaster.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on February 25, 2017, 12:16:29 PM
its the entry price,

I strongly recommend only 2 counters, GSB at 10sen, MSPORTS at 12sen, as for GCB ( your former baby ) already advice to cut loss long time ago but with alternative selection BJCORP and KNM to recover that cut loss.

Just watch MSPORTS and GSB, see if it is possible for me to lose any money or not at my suggested entry price for this round.



Very poor Johnmaster.


Please pray for him.
Title: Re: My investments are kaput.
Post by: DR KIM on March 01, 2017, 06:39:04 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

see  what  happened to  LUSTER & SONS  WA  WB   TODAY......? :thumbsup: :cash: :cash:
(  thanks  to  Luster Lost  Reporting that  triggered   many to PRESS  the PANIC  BUTTON this morning   like  headless  chicken (  OLY   :giggle: :giggle: included )  & later  this  afternoon  most of  them BANGGG  :headbang: :headbang: their head to the coconut  tree 5 X  )

Mr 3 I   :handshake:
 
Throwww  your  finance textbook to Drain - who cares about P/E  , NTA , ROI & what not...

Abandon your   Kaput Value  :giggle: Investing.....!

WHY  ?....WHY  ?...bcoz  this  BURSA  -  a  special , cash cow  - unique  stock market

>>  USE MICROECONOMICS :thumbsup: to make angpows even strike a  JACKPOT  :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on March 01, 2017, 06:53:27 PM
Poor Dr. Kim.   Still a mad-hatter.    :D
Title: Re: My investments are kaput.
Post by: DR KIM on March 14, 2017, 03:24:58 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

DON'T  WOLI  , BEBI   :) :D

WELCOME  to  CHEAP  WARRANTSS  &  PENNY   :thumbsup: :cash: :cash: :cash:

ABANDON  your  BLUECHEAT@CHIP   &  VALUE  INVESTING :phew: :sweat: :giggle: :rofl:
Title: Re: My investments are kaput.
Post by: Oly Shyte on March 14, 2017, 03:35:46 PM
DON'T  WOLI  , BEBI   :) :D

WELCOME  to  CHEAP  WARRANTSS  &  PENNY   :thumbsup: :cash: :cash: :cash:

ABANDON  your  BLUECHEAT@CHIP   &  VALUE  INVESTING :phew: :sweat: :giggle: :rofl:
:rofl:
Title: Re: My investments are kaput.
Post by: DR KIM on March 17, 2017, 04:37:01 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do? :S :phew:

Time to reflect and re-strategise.    :cash:

Baby @ newbie   3  I

Abandon  :phew: :sweat:your  value-investing , FA , Bluecheat@chip & what not.....

TIMELY  to join the  ON GOING RALLY  on CHEAP WARRANTSSS  for highest %  gain  :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on April 04, 2017, 05:39:33 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.   :)  :cash:

Mr  3I  >>abandon your  KAPUT  Value  Investing

Welcome to   Cheap penny & warrant  Club  , SURE  LUI  RAIN & SHINE  :cash: :cash: :cash:
Title: Re: My investments are kaput.
Post by: ahbah on April 07, 2017, 11:14:41 PM
Poor Dr. Kim.   Still a mad-hatter.    :D

DR KIM now is bunyak kaya, his counters now flying up in the sky.  :clap: :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on May 20, 2017, 02:17:38 PM

It has been a very bad 52 weeks for my investing. :phew: :sweat:

Every stock I have been holding is down by > 50%. :headbang:

Every new stock I bought, is now below its buying price. :'(

Every trade I made, I lost money. :sweat: :'(

What should I do?   :) ;) :speechless:


Time to reflect and re-strategise.    :cash: ;)


soli , want to laugh non -stop  >>  :giggle: :rofl:...... :D

after all  laughter is  a  medicine  :handshake: :thumbsup:...

further   :giggle:......injured Olient here ?.. :D :D , grandma  OLY  :heartbreak:.... ;) :speechless:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 20, 2017, 04:22:56 PM
In their long history of investing, Warren Buffett and Charlie Munger have seen the portfolio values of Berkshire Hathaway decimated 50% on 3 occasions.   Yet, today the intrinsic value of Berkshire Hathaway is near its all time high.

Lessons:

1.  Your portfolio value may goes down 50% and this has little to do with its intrinsic value.

2.  The market value of your portfolio can fluctuate wildly in the short term and you are still a winner in the long term.

3.  Take advantage of Mr. Market and do not fall folly to it.

4.  When buying a new position in a stock, be prepared to see "quotational" losses in the first two years (be patient) due to market price fluctuations.  For carefully selected stocks, you would have generally have gains in the long term.  Be patient.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 20, 2017, 04:25:27 PM
I don't know much about SKPetro's biz, but I am sure oil price will reach USD 100 next year.



Well, what can we expect from a student? 
 :D


Today, the price of oil is < USD 50
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 20, 2017, 04:49:32 PM
(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458W9960)

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45889450)

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45852720)

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458H5220)

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45825550)

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45878390)


Great Companies :handshake: :thumbsup: :cash:




Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 21, 2017, 11:41:58 AM
Capital appreciation over the last 5 years

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458W9960)
54%

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45889450)
89%

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45852720)
31%

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C458H5220)
120%

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45825550)
42%

(http://www.corporateinformation.com/ImageSvr/Chart.ashx?T=SS&C=C45878390)
41%


Great Companies :handshake: :thumbsup: :cash:


Title: Re: My investments are kaput.
Post by: ahbah on May 21, 2017, 02:14:49 PM
Public Bank ... strongest buy now  :clap: :thumbsup: :cash:
Title: Re: My investments are kaput.
Post by: ORIENT on May 21, 2017, 02:20:07 PM
My investments all masuk longkang. Buy what lose what, sell what up what... Hahaha  :D
Title: Re: My investments are kaput.
Post by: ahbah on May 21, 2017, 02:23:12 PM
My investments all masuk longkang. Buy what lose what, sell what up what... Hahaha  :D

Like that, no problem for U. Just do your reverse and U shall be super rich like WB  :clap: :cash: :thumbsup: :handshake:
Title: Re: My investments are kaput.
Post by: ORIENT on May 21, 2017, 02:24:37 PM
Like that, no problem for U. Just do your reverse and U shall be super rich like WB  :clap: :cash: :thumbsup: :handshake:
No worries. My hobby is to waste money as long as I'm enjoying  :handshake:
Title: Re: My investments are kaput.
Post by: ahbah on May 21, 2017, 02:34:33 PM
No worries. My hobby is to waste money as long as I'm enjoying  :handshake:

Korrect, sokong kuat kuat.
Title: Re: My investments are kaput.
Post by: ahbah on May 21, 2017, 03:26:47 PM
No worries. My hobby is to waste money as long as I'm enjoying  :handshake:

Great U got enjoyment and no got greed and your hard earn moni safe n sound, no got eaten by JJPTR.  :clap: :thumbsup:
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 21, 2017, 06:16:13 PM
My investments all masuk longkang. Buy what lose what, sell what up what... Hahaha  :D
Example?  :shake:
Title: Re: My investments are kaput.
Post by: Oly Shyte on May 21, 2017, 06:17:10 PM
Great U got enjoyment and no got greed and your hard earn moni safe n sound, no got eaten by JJPTR.  :clap: :thumbsup:
John Lee great guy!  :clap:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 22, 2017, 04:36:42 PM
I have just reviewed 993 counters in the Bursa Malaysia.

More than 90% of the listed counters are not investable!!@!!

Also, a very large number of them have paid zero dividends over the last 5 years.
Title: Re: My investments are kaput.
Post by: ahbah on May 22, 2017, 04:47:42 PM
John Lee great guy!  :clap:

JL oso a holi guy, order VEGETABLE dinner for his holi members to enjoy  :D :D :D
Title: Re: My investments are kaput.
Post by: ahbah on May 22, 2017, 04:52:27 PM
I have just reviewed 993 counters in the Bursa Malaysia.

More than 90% of the listed counters are not investable!!@!!

Also, a very large number of them have paid zero dividends over the last 5 years.

How mani percent playable by DR KIM ?  8)
Title: Re: My investments are kaput.
Post by: DR KIM on May 23, 2017, 06:07:25 PM
 8) :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on May 23, 2017, 09:50:46 PM
How mani percent playable by DR KIM ?  8)


Dr. KIM probably plays many  more stocks than most in this forum.   Not a surprise for a penny player.   :D
Title: Re: My investments are kaput.
Post by: ahbah on May 23, 2017, 10:09:48 PM

Dr. KIM probably plays many  more stocks than most in this forum.   Not a surprise for a penny player.   :D

Thks.
Title: Re: My investments are kaput.
Post by: DR KIM on May 24, 2017, 11:02:35 AM

It has been a very bad 52 weeks for my investing. :phew:

Every stock I have been holding is down by > 50%. :sweat: :'(

Every new stock I bought, is now below its buying price. :'( :speechless:

Every trade I made, I lost money. :phew: :sweat:

What should I do? :speechless:


Time to reflect and re-strategise.    :cash 8) :): :thumbsup:
:giggle: :giggle: :giggle:.... :D :D

Mr 3 I  >> abandon your  kaput   :headbang:value  investing
Title: Re: My investments are kaput.
Post by: DR KIM on May 31, 2017, 02:58:06 PM

It has been a very bad 52 weeks for my investing. :phew: :sweat:

Every stock I have been holding is down by > 50%.  :sweat:

Every new stock I bought, is now below its buying price. :phew: :headbang:

Every trade I made, I lost money. :phew: :sweat: :'(

What should I do? :) 8)


Time to reflect and re-strategise.    :cash: :clap: :clap:

abandon your  KAPUT  Value  Investing  , then will be  :thumbsup: :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 02, 2017, 11:30:15 AM
Long term investing requires patience.

One has to understand the market fluctuations.

Very often, my share prices drop after I bought. 

Stock prices are volatile in the short term.

Therefore, these drops are not unexpected.

In fact, the long term investors should be aware of this.

If not, they might take cue from the prices offered and sold at a loss.

When was the best time to buy stocks in KLSE recently?

Yes, it was 2015, when this thread was started.
 :) :cash:

Title: Re: My investments are kaput.
Post by: DR KIM on June 02, 2017, 11:33:32 AM

It has been a very bad 52 weeks for my investing. :phew:

Every stock I have been holding is down by > 50%. :sweat: :S

Every new stock I bought, is now below its buying price. :headbang: :'(
 
Every trade I made, I lost money. :phew: :sweat: :'( :headbang:

What should I do? ;) :speechless:


Time to reflect and re-strategise.    :cash: :clap: :clap:

thanks  Mr 3 1  for the much needed  morning jokes  :handshake: :thumbsup: :giggle: :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 02, 2017, 11:38:21 AM
In 1997, I bought when the index was around 600.   It soon dropped to 300 before making a sharp V-turn upwards.

In 2008, I bought in late 2008.  The shares dropped further and it was not until March 2009 when it made a V-turn upwards. 
Many are lucky that the 2008 GFC did not prolong much longer.

In 2015, KLCI corrected.   Those who bought the correction soon find the prices dropping lower to its trough in July 2015.  Today, Dr. KIM is shouting in this forum to buy stocks again. :D



Take home lesson:

After your buying, you can sometimes expect to have quotational losses in your stock perhaps up to 2 years.  This is due to the market volatility of the stock price over the short term.  However, if you have selected your stock carefully, its earnings power would be reflected in its share price adequately by the 3rd year.   In the short term, the market is a voting machine and in the long term, the market is a weighing machine.   :D




Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 03, 2017, 06:36:21 PM
                                                             HRC                 PETRON                PETDAG

EPS

2005                                                    174                    7                          50
2006                                                      86                    2                          64
2007                                                     198                  21                         66             
2008                                                   -110                 -93                          58
2009                                                      96                  53                          75
2010                                                      36                  99                          87
2011                                                     -41                 56                           65
2012                                                     -31                 36                           84
2013                                                      -52                -23                          81
2014                                                    -396                 -23                          50
2015                                                     117                 81                           80
2016                                                     112                 88                           95

Total                                                                    189                      304                        855



IF U LOOK AT THE EARNINGS ONLY PET DAG HAD SHOWN CONSISTENT PROFIT FOR 10 YRS BOTH HRC AND PETRON EXPERIENCE VERY VOLATILE EARNINGS LOH...!!

HRC mkt cap Rm 1.74 billion
petron mkt cap Rm 2.26 billion
petdag mkt cap Rm 24.04 billion

It appear Pet dag extremely overvalue whereas HRC extremely undervalue while Petron is also consider undervalue as it has refinery and retail too more integrated than Pet Dag who only has retail loh..!!



PetDag has performed very well over the years.

It has rewarded me a 12 bagger (not including the dividends).

Its EPS has again grown in the last 2 years.

In fact, its earnings for last year was its best the last decade.

Its profit margins fell in 2014.  This led to its corresponding drop in its share price from 30 to 16 (oversold at this price).

Its profit margins have since normalised to its usual.

With the petrol prices being adjusted on a weekly basis, its will be able to manage its inventory costs better.

It can be expected its earnings will be less volatile.

It is growing its business consistently, though at a lower pace than the last decade.

Those into this stock can sleep peacefully, knowing that their capital is working hard for them while they are sleeping.

Have a long term view and you will be well rewarded.


Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 03, 2017, 06:47:24 PM


PetDag has performed very well over the years.

It has rewarded me a 12 bagger (not including the dividends).

Its EPS has again grown in the last 2 years.

In fact, its earnings for last year was its best the last decade.

Its profit margins fell in 2014.  This led to its corresponding drop in its share price from 30 to 16 (oversold at this price).

Its profit margins have since normalised to its usual.

With the petrol prices being adjusted on a weekly basis, its will be able to manage its inventory costs better.

It can be expected its earnings will be less volatile.

It is growing its business consistently, though at a lower pace than the last decade.

Those into this stock can sleep peacefully, knowing that their capital is working hard for them while they are sleeping.

Have a long term view and you will be well rewarded.


My fair values for these companies based on its present earnings are:

HRC  5.40
PetronM 8.68
PetDag 24.42


Given PetDag's consistent earnings (less volatility) and more certain earnings growth,  it should enjoy a higher valuation.

PetDag is a less risky business to be in and thus enjoy a lower discount factor.


Title: Re: My investments are kaput.
Post by: DR KIM on June 03, 2017, 10:09:51 PM

It has been a very bad 52 weeks for my investing. :sweat:

Every stock I have been holding is down by > 50%. :sweat: :'(

Every new stock I bought, is now below its buying price. :headbang:

Every trade I made, I lost money. :phew: :sweat:

What should I do? :)


Time to reflect and re-strategise.    :cash: 8)

kihhhhhhh  5  X :giggle: :giggle:  -  furtherr   :D :D :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 05, 2017, 12:03:38 PM
Financial freedom attained many years ago.

Present aims are:

1.  increasing the cash flows

2.  increasing net worth.

Safety of Principals

Adequate returns

Peace of mind.

Time to enjoy one's passions.

Title: Re: My investments are kaput.
Post by: ahbah on June 05, 2017, 12:12:32 PM
Maybe makan angin with DR KIM in Hadyai.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 05, 2017, 12:15:24 PM
Maybe makan angin with DR KIM in Hadyai.



How to enjoy with one who is worried about ******?   :)
Title: Re: My investments are kaput.
Post by: ahbah on June 05, 2017, 12:23:11 PM


How to enjoy with one who is worried about ******?   :)

No worry when we have nothing lah  :D :D :D

The more we have, the more we got worry lah.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 07, 2017, 04:10:36 PM
FGV


For those waiting for its turnaround, the latest saga is disappointing news.

However, there is opportunity in a crisis.


[I don't own any of FGV.]
Title: Re: My investments are kaput.
Post by: stockraider on June 07, 2017, 05:41:21 PM
FGV


For those waiting for its turnaround, the latest saga is disappointing news. FGV BAD

However, there is opportunity in a crisis. FGV OPPORTUNITY


[I don't own any of FGV.]

This 3iii to earn credit....in this 2x talk loh...!!

Can u pls be concise & precise...FGV is a buy or not ??

Like 3iii the way u... talk 3 talk 4....with double side talk...look very dishonest loh...!!
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 09, 2017, 11:19:27 AM
Market can be bewildering in its behaviour.

For a period, it trended downwards.

Then, the trend changed.


Implications:

1.  Market is very volatile in the short term.  Short term in my book is 2 years.

2.  When a stock is bought, it is not uncommon, if not almost expected, that in the early stages following the buying, the buyer encountered losses due to the market prices being lower than the buying prices.

3.  Should you be worried about these losses?   These are in my book, quotational losses which are to be expected to occur during the short term of holding a new stock.  Don't lose sleep over these, especially if you have been careful in your stock selection and believe you have not make any mistake in the analysis of the company's business.

4.  Usually, for those with a long term horizon, the stock prices would usually be higher than the buying prices by the 3rd year.   Those with a 5 or 10 years holding these good stocks would generally have significant total returns by then and any market price fluctuations would not threaten their initial invested capital.

5.  Market fluctuations in the short term is such that - an investor must be prepared to see a quotational loss of 50% which hopefully will be temporary due to many factors other than permanent deterioration of the fundamentals of the company.
Title: Re: My investments are kaput.
Post by: ahbah on June 09, 2017, 11:50:21 AM
Mkt is a madman, value a RIP counter Xinquan at 5.5 sen, higher than a live and kicking counter Nexgram at 4.5 sen.  :D :D :D

Maybe, when Nexgram become a RIP counter, it will rise n die at 5.5 sen like Xinquan  :D :D :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on June 13, 2017, 01:14:17 PM

"It is rare to be able to invest precisely at an inflection point; therefore, investors who take a stand against the tide should expect to initially lose money."

(The Emotionally Intelligent Investor)

Title: Re: My investments are kaput.
Post by: ahbah on June 13, 2017, 03:13:37 PM
"It is rare to be able to invest precisely at an inflection point; therefore, investors who take a stand against the tide should expect to initially lose money."

(The Emotionally Intelligent Investor)

What tide now ?  :shake: :shake: :shake:
Title: Re: My investments are kaput.
Post by: ahbah on June 13, 2017, 03:28:21 PM
An investor who invest emotionally got intelligence ?  :D
Title: Re: My investments are kaput.
Post by: DR KIM on July 04, 2017, 07:29:41 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%.

Every new stock I bought, is now below its buying price.

Every trade I made, I lost money.

What should I do?


Time to reflect and re-strategise.    :cash:

Kihhhh 5x.  :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 04, 2017, 08:43:00 PM
Kihhhh 5x.  :D


Long term focus.

Bull this year.

$$$$$++++$$$$+++$$++$$$$$$$$$+++

 :D

Bear market .... planting .... to reap later.


^ .... investing is so fun and rewarding ...


Over the long term.
Title: Re: My investments are kaput.
Post by: DR KIM on July 08, 2017, 07:47:47 PM
It has been a very bad 52 weeks for my investing.

Every stock I have been holding is down by > 50%. :phew:

Every new stock I bought, is now below its buying price.  :sweat: :'(

Every trade I made, I lost money. :headbang:

What should I do?  ;) :S


Time to reflect and re-strategise.   :speechless:  :cash:


Kihhhhhh  5 X  ;) :giggle: :rofl: :D
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 08, 2017, 08:18:27 PM
For Dr. Kim, the young chico in Investlah.   :D


Some clever day traders would sell and buy back at lower prices. They have the problem to decide when to buy. Studies has shown that these people can only make enough for a living. They cannot be rich.
 
Only long term clever investors can make a lot of money to be rich.
 

Examine your track record

Readers must seriously examine their track record to see how they have been performing. If they have not been doing so well like most of the commentators in (various investing) forums, they must change their method of selecting shares to buy and learn when and how to sell to get the best advantage.


Quoting Koon Yew Yin
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 11, 2017, 11:56:49 AM
Paying the right price is just as important as finding a high-quality and safe company.

Don't be too mean either lest you miss out on some very good investments.


$$$$


Most people lose money in the stock market because:

1.  they buy stocks that are of poor quality, and,
2.  they overpay for these stocks.



Paying the right price is just as important as finding a high-quality and safe company

If you are to be a successful investor in shares, you need to pay particular attention to the price you pay for them.

The biggest risk you face is paying too much.

It is important to remember that no matter how good a company is, its shares are not a buy at any price.

Paying the right price is just as important as finding a high-quality and safe company. 

Overpaying for a share makes your investment less safe and exposes you to the risk of losing money.



Be careful, don't be too mean with the price

Be careful not to be too mean with the price you are prepared to  pay for a share.

Obviously you want to buy a share as cheaply as possible, but bear in mind that you usually have to pay up for quality.

Waiting to buy quality shares for very cheap prices may mean that you end up missing out on some very good investments.

Some shares can take years to become cheap and many never do.
Title: Re: My investments are kaput.
Post by: ahbah on July 11, 2017, 12:07:14 PM
No overpay and yet no too mean with the price .... bunyak susah for kids like me to understand lah.  :speechless: :speechless: :speechless:
Title: Re: My investments are kaput.
Post by: DR KIM on July 11, 2017, 12:15:30 PM
Paying the right price is just as important as finding a high-quality and safe company.

Don't be too mean either lest you miss out on some very good investments.


$$$$


Most people lose money in the stock market because:

1.  they buy stocks that are of poor quality, and,
2.  they overpay for these stocks.



Paying the right price is just as important as finding a high-quality and safe company

If you are to be a successful investor in shares, you need to pay particular attention to the price you pay for them.

The biggest risk you face is paying too much.

It is important to remember that no matter how good a company is, its shares are not a buy at any price.

Paying the right price is just as important as finding a high-quality and safe company. 

Overpaying for a share makes your investment less safe and exposes you to the risk of losing money.



Be careful, don't be too mean with the price

Be careful not to be too mean with the price you are prepared to  pay for a share.

Obviously you want to buy a share as cheaply as possible, but bear in mind that you usually have to pay up for quality.

Waiting to buy quality shares for very cheap prices may mean that you end up missing out on some very good investments.

Some shares can take years to become cheap and many never do.

>> MICROECONOMICS  is  MORE  RELEVANT  &  POWERFULL  than  VALUE INVESTING   especially  when do  trading  in Weird :cash: :cash: :thumbsup:  Bursa the Bolehland .....unlike  developed market NY Wall Street  ( textBook :phew:  ;))
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 11, 2017, 12:19:31 PM
No overpay and yet no too mean with the price .... bunyak susah for kids like me to understand lah.  :speechless: :speechless: :speechless:


How is the way people invest changing?

1.  Many people are not building a portfolio of shares during their working lives  to cash in when they retire.  An increasing number will have a portfolio that may remain invested for the rest of their lives.

2.  For them, a portfolio of high-quality shares of durable companies may help provide them with a comfortable standard of living, with the initial price paid for the shares not being too big a consideration.

3.  Despite trying to put a precise value on a share, we have to remember that the shares of high-quality businesses are scarce.  This scarcity has a value and might men that investors undervalue the long-term value of them.

4.  The ability of high-quality companies to earn high returns on capital for a long time can create fabulous wealth for their shareholders.  This is essentially how investors such as Warren Buffett have built their fortune.



$$$$$

There is some evidence to suggest that paying what might seem to be a moderately expensive price (slightly more than the suggested maximum) for a quality business can still pay off in the long run.  The caveat here is that you have to be prepared to own shares for a very long time.  Perhaps, forever.
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 11, 2017, 12:20:18 PM
>> MICROECONOMICS  is  MORE  RELEVANT  &  POWERFULL  than  VALUE INVESTING   especially  when do  trading  in Weird :cash: :cash: :thumbsup:  Bursa the Bolehland .....unlike  developed market NY Wall Street  ( textBook :phew:  ;))

Dr KIM, the young chico, cashes out of his portfolio daily.  :-)
Title: Re: My investments are kaput.
Post by: ahbah on July 11, 2017, 12:31:05 PM

How is the way people invest changing?

1.  Many people are not building a portfolio of shares during their working lives  to cash in when they retire.  An increasing number will have a portfolio that may remain invested for the rest of their lives.

2.  For them, a portfolio of high-quality shares of durable companies may help provide them with a comfortable standard of living, with the initial price paid for the shares not being too big a consideration.

3.  Despite trying to put a precise value on a share, we have to remember that the shares of high-quality businesses are scarce.  This scarcity has a value and might men that investors undervalue the long-term value of them.

4.  The ability of high-quality companies to earn high returns on capital for a long time can create fabulous wealth for their shareholders.  This is essentially how investors such as Warren Buffett have built their fortune.



$$$$$

There is some evidence to suggest that paying what might seem to be a moderately expensive price (slightly more than the suggested maximum) for a quality business can still pay off in the long run.  The caveat here is that you have to be prepared to own shares for a very long time.  Perhaps, forever.

Thanks.
Title: Re: My investments are kaput.
Post by: DR KIM on July 11, 2017, 12:36:36 PM
Dr KIM, the young chico, cashes out of his portfolio daily.  :-)

kihhhh  5 X =  :cash: :cash: :cash: :cash: :cash: :thumbsup: ;)

thanks  to  MICRO_ECONOMICS :) 8) :cocktail: :dancing: :party: :cocktail: :coffee:  :cash: :cash:
Title: Re: My investments are kaput.
Post by: DR KIM on July 11, 2017, 12:43:05 PM
Dr KIM, the young chico, cashes out of his portfolio daily.  :-)

...after all  brokers firm +  IBs   are  hepi :thumbsup: :)  whatt...active  trading  - win- win situation  between traders and  brokers firm  UNLIKE   value  investing take  months  even years  for  chicken_feed @ peanut 10 %  >>   making   brokers frim  :phew: :'(  MAD    >> No  Masyukkkk  :cash: :cash:
Title: Re: My investments are kaput.
Post by: iiinvestsmart on July 11, 2017, 03:52:06 PM
...after all  brokers firm +  IBs   are  hepi :thumbsup: :)  whatt...active  trading  - win- win situation  between traders and  brokers firm  UNLIKE   value  investing take  months  even years  for  chicken_feed @ peanut 10 %  >>   making   brokers frim  :phew: :'(  MAD    >> No  Masyukkkk  :cash: :cash:


Do you have a long term successful portfolio?

If you have a long term successful portfolio:
1. That has capital gains of many folds.
2. That delivers yearly dividends of substantial amounts.

When the market is down, the portfolio continues to deliver income in dividends and the "quotational losses" in portfolio value is attenuated by the dividend incomes.

The substantial dividend incomes already far exceed (by many hundred folds) any short term trade gains that one may indulge.

Short term trade is delegated to an occasional past-time to indulge for serious, yet non critical "investing.
Title: Re: My investments are kaput.
Post by: rainbow top on July 11, 2017, 04:29:15 PM
bad luck go away 8)  :clap:
Title: Re: My investments are kaput.
Post by: Oly Shyte on July 11, 2017, 04:39:30 PM
Dr KIM, the young chico, cashes out of his portfolio daily.  :-