in seclusion
having bought the intelligent investor and value investing made easy now the study time had arrived and I really hope the two books will not fail me again to start the new me in endouvouring new challanges in stock investing.
until next time...byee
Thursday, February 12
Saturday, February 7
Lessons 2
stock selection
with regard to stock selection which is the paramount factor in value investing , dollar and sense also make sense in purchasing the stock( kalo kita billionare tak ape kerana duit tak ada problem, berapa kos saham tersebut kita ta ada hal punya ) , lets see how the sifu sam answer this problem with regard to stock selection
the question
salam again to u Sifu Sam
with regard to stock selection, it makes sense that u choose tmi against tm .All fundamental basis belong to tmi.
But as to resort and we compare to genting which are under the same owner(just for educational purpose) why u chose resort against genting.is it genting make the better choice since market appreciation is better in genting (quantitative wise)and genting is more diversified and all the FA inclined to genting as compare to resort?
Thanks in advance for your answer.
2 me , genting n resorts r equally good ( Both also < PE 9 ), I choosed resorts bcos she is cheap in dollar n cts .
if u want to paste my posting in yr blog..go ahead , no problem
^V^
Lesson Learnt
beside selecting good fundamental stock , money wise also play important role before buying a stock. why? since if it less in dollar and sense ur can buy lot and lot of shares and in percentage wise ur will earn more (itu pun kalo tak rugi)of ur capital
thanks for reading
nota :kesimpulan ini adalah sekadar mengikut kefahaman saya aje yang baru ingin belajar pasal FA kerana "buah cempedak diluar pagar kalo salah tolong tunjukkan"
with regard to stock selection which is the paramount factor in value investing , dollar and sense also make sense in purchasing the stock( kalo kita billionare tak ape kerana duit tak ada problem, berapa kos saham tersebut kita ta ada hal punya ) , lets see how the sifu sam answer this problem with regard to stock selection
the question
salam again to u Sifu Sam
with regard to stock selection, it makes sense that u choose tmi against tm .All fundamental basis belong to tmi.
But as to resort and we compare to genting which are under the same owner(just for educational purpose) why u chose resort against genting.is it genting make the better choice since market appreciation is better in genting (quantitative wise)and genting is more diversified and all the FA inclined to genting as compare to resort?
Thanks in advance for your answer.
2 me , genting n resorts r equally good ( Both also < PE 9 ), I choosed resorts bcos she is cheap in dollar n cts .
if u want to paste my posting in yr blog..go ahead , no problem
^V^
Lesson Learnt
beside selecting good fundamental stock , money wise also play important role before buying a stock. why? since if it less in dollar and sense ur can buy lot and lot of shares and in percentage wise ur will earn more (itu pun kalo tak rugi)of ur capital
thanks for reading
nota :kesimpulan ini adalah sekadar mengikut kefahaman saya aje yang baru ingin belajar pasal FA kerana "buah cempedak diluar pagar kalo salah tolong tunjukkan"
Wednesday, February 4
the 1st lesson
My question to Sam
unker sam salam to you..
what should I do if..
senario 1
the targeted price as mentioned by you did not materialize and all the shares went up and the new bull begin what should I do ? At what price then should I enter?
Senario2
all the targeted price do appear as example tmi now 3.02 but the Q2 2009 is far from now then what action should we take now?
What yardstick that you use to measure all your targeted price?
tq in advance for your concern
Answer from Sifu Sam
2 me , senario 1 , out of 10 stocks that I mentioned , i dont think all will shoot up b4 mid of 09 , if u scared of missing d boat..d solution is ..y not u put 10% of yr fund 4 them now ? bull come back b4 June is quite unlikely !
Senario 2 , go in n buy ^V^
Lastly, focus more on blue chip esp those falled under plantation n O N G , use its PE 4 price valuation ( We may get negative PE 4 year 09, but look beyond that , look ahead says 2 to 3 years from now ) In year 2002 ,lot of panic sellers regreted 4 chopping their shares in 1998 to 1999 , same apply here , 2 to 3 years from now, ppl will surely regret y they dont put their money on shares in 2009 !? mark this down n prove me wrong ^V^
The lesson learnt
Always beware the present senario, that is the for bull and bear and apply it with different strategy.During bull consider the buy and hold and during bear apply trading strategy
Becareful of stock selection.Always go for value beside PE look for bs and debt ratio, nta
Be selective and play in thematic play stock
Until next lesson
unker sam salam to you..
what should I do if..
senario 1
the targeted price as mentioned by you did not materialize and all the shares went up and the new bull begin what should I do ? At what price then should I enter?
Senario2
all the targeted price do appear as example tmi now 3.02 but the Q2 2009 is far from now then what action should we take now?
What yardstick that you use to measure all your targeted price?
tq in advance for your concern
Answer from Sifu Sam
2 me , senario 1 , out of 10 stocks that I mentioned , i dont think all will shoot up b4 mid of 09 , if u scared of missing d boat..d solution is ..y not u put 10% of yr fund 4 them now ? bull come back b4 June is quite unlikely !
Senario 2 , go in n buy ^V^
Lastly, focus more on blue chip esp those falled under plantation n O N G , use its PE 4 price valuation ( We may get negative PE 4 year 09, but look beyond that , look ahead says 2 to 3 years from now ) In year 2002 ,lot of panic sellers regreted 4 chopping their shares in 1998 to 1999 , same apply here , 2 to 3 years from now, ppl will surely regret y they dont put their money on shares in 2009 !? mark this down n prove me wrong ^V^
The lesson learnt
Always beware the present senario, that is the for bull and bear and apply it with different strategy.During bull consider the buy and hold and during bear apply trading strategy
Becareful of stock selection.Always go for value beside PE look for bs and debt ratio, nta
Be selective and play in thematic play stock
Until next lesson
the new me?
Tahun baru dah lama sampai begitu juga tahun hijrah namun diri ini maseh lagi tetap sama seperti tahun tahun yang lepas. tiada ape apa yang menarek.namun pada 2009 sesuatu pekara yang menarek telah menyentap diri ini agar berubah dari yang salah kepada yang betul . Aku kini telah memuhasah diri untuk menjadi lebih berjaya lagi dari tahun yang lepas khususnya berkaiatan saham.
Terlalu banyak blog hoping
Ya pekara ini akan dikurangkan dan aku akan sekadar membaca dan menghayati hanya satu blog , yes I repeat only one blog that find logic and the blog is samgang blogspot.This guy really know his stuff .I had read all , yes all his write up and and his knowledge is razor sharp . How I wish I had follow him, may be, yes may be I will not ended up this way as my untung only cap cai aje , nothing to show off.
Minimize Ta and maximize FA
Never that I thought that Fa is the paramount knowledge in investing . yes I agree fully that FA now is the tool that one should use in investing. Is it make sence that when we buy share we become the owner of the company.If you want to buy a company is it make sence that we want a solid company with good management , solid balance sheet with acceptable level of gearing with good prospect in giving you profit , in other word eps growing and the best part is finding the 'value buy" when Mr market offer it to us.Yes I must understand the concept of PE in relation to price and value.
Time Horizon
now that I fully belived that bskl is not a casino. I must invest for a long pull, even a durian tree need time to give ur fruits provided if ur select your place well and ur nuture your plant with all the plants requirement.Make good Selection of ur d2 d24 etc well , then ur will not be disappointed.Similar to stock then chose ur stock well esp the bluechip in distress period then ur will get a bargain in this will enhance ur profit percentage. In this i will follow the thematic play of the stock esp the one being recomended by sam.
The Journey continues?
Sori if this missive hurt anybody that read this blog as I am now fully converted to FA as I find i logic and make sence and now here come the hard part. how to be shrewed in FA?this is the next task I want to implore on .can I be fully succesful as Sam then time will tell?
Terlalu banyak blog hoping
Ya pekara ini akan dikurangkan dan aku akan sekadar membaca dan menghayati hanya satu blog , yes I repeat only one blog that find logic and the blog is samgang blogspot.This guy really know his stuff .I had read all , yes all his write up and and his knowledge is razor sharp . How I wish I had follow him, may be, yes may be I will not ended up this way as my untung only cap cai aje , nothing to show off.
Minimize Ta and maximize FA
Never that I thought that Fa is the paramount knowledge in investing . yes I agree fully that FA now is the tool that one should use in investing. Is it make sence that when we buy share we become the owner of the company.If you want to buy a company is it make sence that we want a solid company with good management , solid balance sheet with acceptable level of gearing with good prospect in giving you profit , in other word eps growing and the best part is finding the 'value buy" when Mr market offer it to us.Yes I must understand the concept of PE in relation to price and value.
Time Horizon
now that I fully belived that bskl is not a casino. I must invest for a long pull, even a durian tree need time to give ur fruits provided if ur select your place well and ur nuture your plant with all the plants requirement.Make good Selection of ur d2 d24 etc well , then ur will not be disappointed.Similar to stock then chose ur stock well esp the bluechip in distress period then ur will get a bargain in this will enhance ur profit percentage. In this i will follow the thematic play of the stock esp the one being recomended by sam.
The Journey continues?
Sori if this missive hurt anybody that read this blog as I am now fully converted to FA as I find i logic and make sence and now here come the hard part. how to be shrewed in FA?this is the next task I want to implore on .can I be fully succesful as Sam then time will tell?
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