^V^ Take a look at ECMlibra @0.85+-^V^

^V^

With 3qtrs earning of 8.52cts (improved from 0.84cts to 8.52cts!) giving u PE of <10 for only 3 qtrs !!!

Year high 1.28

Year low 0685

NTA 1.11

Cash rich company

D most exciting parts of this stock r :- Its huge volume traded & it is a political link darling stock !

We know very well that GE is coming real soon , n also u know very well who is d man behind this stock , with their "Gatal" track goreng records, I dont think vain lady can stand loneliness ^V^

GE theme ? YES !

Volume ? YES !

FA ? YES !

WIND ? anytime from now ^V^

Though ECMlibra is not as solid as Plenitude, liondiv, mahsing n masteel in term of track earning records , but with its improved earning + GE theme + huge volume traded , it is good for trading buy in short n mid term ^V^

FYI, I hv swap all my engtex @ 0.695+_ to 30 lots of ECMlibra @0.855 n 3 lots of mahsing at 1.85 yesterday morning.

What I bought for past 3 days :- 5 lots Liondiv @ 1.89, 9 lots mahsing @ 1.82 n 30 lots of ECM @0.855 ( Targetted to buy ecm for 50 lots).

Btw, need to thanks Benjamin for his alert on ECMlibra, well done Ben !

Fang_siah (Tinglek), if i am willing to let u take over my blog, what is there to ask for posting permission ? ha ha go ahead n post, u r most welcome to post yr views in my blog ^V^

Guys, I am on my way to Harbin,hence, wont be posting anything till next year ^V^

Jinga bell jinga bell jinga all d way to Harbin, uncle sam is coming to yr town ^V^

Merry xmas ^V^

felices fiestas, frohes Fest

felices fiestas, frohes Fest

^V^Happy Dong Ji ^V^

^V^

Hi guys n all, mkt moved within my expectation,buy orders already given to chua since sday one I left, D order given as below :-

Mahsing 1.75 5 lots 1.70 5 lots 1.65 10 lots

Liondiv 1.82 5 lots 1.78 5 lots 1.72 10 lots

Masteel 1.52 5 lots 1.48 5 lots 1.43 10 lots

Engtexwa 0.15 50 lots

Unfortunately , nothing done till to date, i will stick to d above orders till 26 Dec 07, if there r still nothing done, I will revise my buy orders once again,will update u guys thru my blog moderator if I am not free.

To bro Tinglek, if u hv any comments n views, pls post it up here (no need to sign up as blog member lah ),, I hope u can create yr own blog for me to link it up. Alternatively,u can take over my blog after 28 Feb 08, u decide ^V^

Happy Dong Ji to all of u ^V^

^V^ On Holiday n Protect yr Profit ^V^

^V^
Within my expectation, mkt heading south towards d long holiday of Haji n Xmas, although i believed there will be another 20 to 30 cts upside potential for masteel but still i prefer to take profit ^V^I have taken profit on masteel @ 1.60 for 23 lots with profit around RM6,600+-, D reasons why i sold my masteel is bcos i believed if mkt heading south, good stocks will follow also ^V^ I may not be able to buy back masteel at lower price, but there r still Mahsing n Liondiv which i think r worth for me to swap.

I will be going for holiday start from 2molo onwards, will only be back next year ^V^, if u want to know my latest holding, get my latest portfolio as posted n minus out 20 lots of Liondiv @ 2.07 N 23 lots of Masteel @ 1.61, there u get my latest holding. Tailow, Tsk,Ben n philip, u guys can take over my blog for d time being.. u guys can still post yr comments n query in my blog , i will get my buddy to be d blog moderator .)

I will definitely keep u guys update on my purchase n disposal if there any, Instruction already given to my remisier to buy mahsing, liondiv or masteel @ my TP , this show that i am still bullish on asia mkt esp in first qtr of 2008 during CNY.

Merry Xmas n Happy new year ^V^

Plushilu en la Boca del Lobo

Por primera vez estaremos con nuestro stand de muñequitos en la galeria "la boca del Lobo" del jueves 13 de diciembre al domingo 16. Los horarios son:Jueves 19-23, viernes 19-23, sabado 12-23, domingo 12-23la dirección es:C/Argumosa 11 y el metro es Lavapies, en MadridLos esperamos!

Plushilu en la Boca del Lobo

Por primera vez estaremos con nuestro stand de muñequitos en la galeria "la boca del Lobo" del jueves 13 de diciembre al domingo 16. Los horarios son:Jueves 19-23, viernes 19-23, sabado 12-23, domingo 12-23la dirección es:C/Argumosa 11 y el metro es Lavapies, en MadridLos esperamos!

^V^Why d chinese said :- D length of our fingers r not d same ? ^V^

Sam, I am a silent reader of seng's blog & also your blog , I found that they are confuse with which PE to use for shares picking
, mind to teach us which one to be used?

thanks in advance

Read the below:

random: and which PE should we use bb? TTM PE? Last year's PE? Forward PE?
10 Dec 07, 10:46

sasuka: andy.. I doubt syndicate will play the market... so just look at good timing 2 enter...
10 Dec 07, 10:46

random: even the PE stated on my HLE screen is sometimes wrong..
10 Dec 07, 10:45

bullbear: For example, the simple PE. PE of KNM is quoted at around 27 in the Star, in the Financial edge it is 47. The price is the same, so the calculation of PE was definitely based on different EPS used by these 2 sites. This can be confusing for the average investors.

***

First of all, who is seng ? Which blog u r referring to? From d above posting, I can see some of them don’t 100% understand what is PE?

That's y Chinese said: - d length of our fingers r not d same, means: - why some one can be Doctor, lawyer, successful investor n bizman...N why some cant???

Why some can be rich n some r so poor?

Why same effort n guidance given by u but not all of yr Childs can be UNI graduate?

As known to u , everyone know who is Warren Buffet N Benjamin Graham, n most of them read their investment skill n method also, why some can be so successful n some r so broke ? Bcos:-

D Length of our fingers r not d same! Some r smart some r not!

U know d formula of PE doesn’t mean u know what is PE!

U know what is PE doesn’t mean u understand what is PE!

U understand what is PE doesn’t mean u know how to apply it on share investment!

Why should u follow d press n broking hse’s PE when they r not d same? (this show they r either don’t understand or may be don’t know how to calculate PE )Do it yrself by calculate its PE based on its earning lah ! what so difficult ?

Why there r differences of PE ? simple ! Some broking hse calculate based on last year earning, some calculate based on 1 or 2 or 3 qtrs earning !of course they r different lah !

So which one to use ? Last year PE take it as a guide, use current earning to estimate its PE for d coming year !

Example : Last year PE giving u 8

If I see its Qtr earning improving ( minus out d one off earning if there any ) n its future earning looks bright ( Steel sector n oil sector ) , I am quite sure d PE for d coming year will definitely better or lower than last year ^V^

Masteel at 1.51

Based on last year earning of 22.47

PE = 1.51/22.47 = 6.7

Based current earning (3 Qtrs only )= 23.32 cts

PE = 1.51/23.32 = 6.4

BUT dont forget, PE 6.4 is based on 3 QTRS only !! there is one more to come , therefore , we can expect lower n better PE for Masteel in year ended 2007 !

What is so difficult to get its PE yrself ?

Do u know how to define mkt crash like 1997 n 1998 ? Mkt crash is when u can buy d below blue chips at PE < 10 :-

PBB , PPB, Maybank, IOIcorp, YTL, Genting , Digi ,SD , IJM , KNM ,Resorts.....

Once u can get d above blue chips at below PE 10, then u will understand better what actually PE is !?


Is low PE guaranteed u sure gain ? refer to my previous posting at :-


http://samgang.blogspot.com/2007/12/v-portfolio-as-at-30-nov-07-v.html

^V^ Hello mr sour, u want 2 see d other side of d coin ? ^V^

^V^

Ok, u got it ! btw, I think u shouldnt use d word "boring" to see my winner, u should put SOUR instead of boring ^V^ ha ha am I not correct ?

Ms Emily, u hv to thanks Mr Sour for his posting, bcos of his sour posting, I dont mind to take all d trouble to post up my latest portfolio for u to view ^V^

Mr sour, post me more sour comments n i will post up my portfolio more oftenly..ok ?

Guess how much more I can gain from Liondiv , Mahsing ,RCEcap & masteel in time to come ?

Mr sour, my Muind took me 9 months b4 i made >80% gain from her , what do u think of my Keladi & skpres ? 9 months also ? dont worry, 2 to 3 k unrealised paper loss is sup sup sui for me ^V^ ha ha Jangan marah yah ?

^V^ Portfolio as at 30 Nov 07 ^V^

^V^
I hv taken RM 18,600.00 profit in d month of NOV (Thanks to RCECAP,Mahsing n Masteel ),unrealised profit is now stood at RM14,620.00 ^V^ My cash vs shares status is currently stood at 0.47 : 0.53,which is in healthy position, I feel extremely comfortable with overall returns of 312% or profit of RM562,062.50 !

I hv taken profit on RCEcap at 0.93+ with profit of RM6,050.00 during d subprime crash & bought all back at around 0.91+ in d month of NOV.

I hv taken profit on Masteel ,DPS n Engtex for swap to 70 lots of Liondiv at avg cost of 1.789+, as i said, i forsee Liondiv will come up faster than engtex n masteel once mkt recover n it is proven right, she did performed well n rose in line with its latest earning of 5.75cts ! (5.75 x 4 = 23cts, buying at 1.70 giving u PE 0f 7+ ..1.70/0.23 =PE.

Liondiv is a cash rich company with 1.9 billion cash in hand ! which giving u :-1.9 billion/ 737,223,000 = 2.57 per share

NTA = 3.56

Never forget she also owned RM500 mil redeemable convertable loan stock of Parkson from d split exercise. if we convert to 125 mil parkson shares at Mkt price of RM9.00), equivalent to RM1.51 per shares !!!

Where to find such a cash rich company which giving u 13%+- return per annum (PE 8 )??

Someone said he want to wait for little while n look for its bottom ! ha ha FYI, no one can catch at bottom ! NO ONE ! as long as d stock is trading at dirt cheap value, jump in n buy ! see ? can u buy liondiv at <1.80 anymore ? dont try to be smart with yr TA method, yr TA never tell u to buy Liondiv at 1.70 meh ? why ? not functioning at all ?

FYI, This is my second entry of d year for Liondiv ! i have made profited one round from it last month which giving me profit about RM24,150+.. (this statement is direct to Mr SOUR, since he like sour so much.. it is dedicated to u @ no cost at all ! like it ? ^V^

***

Pay a visit to this >> http://contrarianedge.com/book/excerpt

Read carefully what he said esp this part :-

SR: But the higher earnings growth rate of growth stocks overcompensated for P/E compression, right?

VK: Not at all! Low-P/E stocks outperformed high-P/E stocks on a consistent basis throughout the 1966–1982 range-bound market.

***

He did not mention about "future earning " !

For a Low PE stock to roar , it is very much depend on its future earning, if its future earning stay flat n sustainable, u will hv mild return but definitely better than FD.

If its future earning grow in line with what u forecasted , u will hv fantastic return..that's for sure !

If what u forecasted gone holland ( earning turns into losses),
Low PE will also DIE ! (Example Megan !) but HIGH PE will die HARDER coz u bought at d peak !

Since both also die if its forecasted earning turn into negative , why should we pick high PE stock ?? think a little ..think ? u think u r playing US stocks ? u think u r buying coca cola or wallmart ? even wallmart selling at PE >50, is still not consider as value buy !

One classical example :- Gpacket

Those who bought at 4.50 based on rumours n speculation.

u r actually buying at PE of 44 (Damn bloody high )! as it can be seen, once his speculation call off n its latest earning came down, she drop like nobody biz to current level of 2.40 ! see how bad it was for buying high PE stock ?

Even u buy at 2.40, u r buying at PE 17 ! still not consider as low if u compare to masteel,liondiv n mahsing which giving u PE of 4+, 8+ n 9 + !

Is P N E not d key success ? need a second thought ?

^V^ Is not too late to know d magic key of success :- http://contrarianedge.com/book/excerpt^V^

^V^

Read carefully what he said esp this part :-

SR: But the higher earnings growth rate of growth stocks overcompensated for P/E compression, right?

VK: Not at all! Low-P/E stocks outperformed high-P/E stocks on a consistent basis throughout the 1966–1982 range-bound market.

***

He did not mention about "future earning " !

For a Low PE stock to roar , it is very much depend on its future earning, if its future earning stay flat n sustainable, u will hv mild return but definitely better than FD.

If its future earning grow i line with what u forecasted , u will hv fantastic return..that's for sure !

If what u forecasted gone holland ( earning turns into losses),
Low PE will also DIE ! (Example Megan !) but HIGH PE will die HARDER coz u bought at d peak !

Since both also die if its forecasted earning turn into negative , why should we pick high PE stock ?? think a little ..think ? u think u r playing US stocks ? u think u r buying coca cola or wallmart ? even wallmart selling at PE >50, is still not consider as value buy !

One classical example :- Gpacket

Those who bought at 4.50 based on rumours n speculation.

u r actually buying at PE of 44 (Damn bloody high )! as it can be seen, once his speculation call off n its latest earning came down, she drop like nobody biz to current level of 2.40 ! see how bad it was for buying high PE stock ?

Even u buy at 2.40, u r buying at PE 17 ! still not consider as low if u compare to masteel,liondiv n mahsing which giving u PE of 4+, 8+ n 9 + !

Is P N E not d key success ? need a second thought ?

^V^ U must be kidding !^V^

^V^

Someone asked me should we cut loss on skpres ?

u must be kidding

Bear in mind ,there is no cut loss in dictionary of FA ! only swap or u hv made a wrong call by choosing a wrong counter !

Why TA always imposed stop loss in their trades ? simple ! bcos they r not sure n hv no confident on their method, therefore stop loss is needed for them !

FA is different, u dont need stop loss if d said company is running well N making lots of money, sooner or later, its share price will be reflected based on its FA ! example :-

IJM WB : drop to 0.33 after my purchase of 0.38

Maybulk : drop to 2.30 after my urchase of 2.53

Masteel : drop to 0.0.65 after my purchase of 0.76

I am not gonna to make money from them if i use stop loss for d above stocks !

Come back to Skpres

1st half net profit increased 70.11% from 1cts to 1.7 cts

u can expect 3.4cts for year ended 2007, hence at current price of 0.16 , we r actually buying at PE 4 ! not attractive enough ?

If u compare skpres with china call warrants (both r less than 20cts ), d difference is :- skpres has no time limit !

Patience is d key success for skpres ^V^

To mr annony..my portfolio will be published by latest 2molo evening.. be patient ok ?

^V^ See ? now u know why I am not interested on Mesdaq stocks ^V^

^V^

Someone crying n asked me whether he should cut loss on MEMS or not with his buying cost of 0.45cts, well... i told u so.. read what i have posted last month >


Anonymous said...
SAM,wht do you think about MEMS?
respect, newbie

November 1, 2007 9:11 AM


Samgoss said...
MEMS ? wowww 4th qtr improved 56% with whole year EPS of 3.28 cts ! PE 15+,good to buy ? well, depends on what type of player u r, if u r speculator aiming for fast money, i will says this stock is much much better than ligua n iris ! if u r investor going for FA, my advice :NO" ! if i am not mistaken she came down from 90+ years ago, based on its volume, i can see something is " cooking" there.can u smell it ? btwn ipower n mems ( both r mesdaq stock)I prefer ipower @ 0.28 based on its FA giving u PE of 5 !with eps of 10.75cts. u decide bro ^V^ good for trading play.

Pls take note : I am not interested on mesdaq counters, d above comment does not indicating buy on ipower .

November 1, 2007 10:05


Seeking advice from me ? I wonder why yr TA never tell u to cut loss at higher price ? TA not workable ?

Cut loss ? sorry, there is not cut loss in FA ^V^

^V^ Hunt like an eagle ! "Liondiv " ^V^

^V^

Let make d price comparison of masteel, engtex & Liondiv :-

As at 1/11/07

Masteel : 1.56

Engtex : 0.75

Liondiv : 2.42

As at 23/11/07

Masteel : 1.51 ( Down 5 cts or 3.3% )

Engtex : 0.715 ( Down 3.5cts or 4.6% )

Liondiv : 1.74 ( Down 68cts or 28% )

Fundamental wise, they r equally good, popularity wise, Liondiv has d edge over d other two, dont forget, Liondiv used to be fund manager's favourite, I am extremely confident that Liondiv will come up faster than d other two once mkt recover, hence, I will do swap 2molo if d price is right.

Parkson just reported another flying results yesterday, it will benefit lion's stocks directly or indirectly !

If u hv holding power n patience, buying Liondiv @ 1.70+ is definitely a gem !

Synergy drive will be listed on this coming firday, by crook or by hook, it will bring positive impact to KLSE, some said it will lift KLSE index by 30 to 40 points easilly, my advice, dont try to catch liondiv at lowest, u r not able to do that, u should accumulate it at current level or buy in stages if u scared ^V^

See d movement of Mahsing lately ? damn strong support at 1.80 despite d 50 over points plunged by KLSE ! old saying :- for her to > 2.00 is something SUP SUP SUI !

Besides liondiv, take a look at Lionind also at anything below 1.80 $$$$$$$

Hv a nice week end ^V^

^V^ Take 20 lots profit on Masteel @1.51 n swap to Liondiv @ 1.72+- for 20 lots ^V^

^V^

Just rec'd confirmed order from RHB saying d swap was done !

Why swap from masteel to Liondiv ? masteel results out within my expectation, Liondiv is almost at d bottom of 1.62 n she came down from as high as 2.40 3 weeks ago, FA wise both r equally good ! hence, i decided to do d swap, I believed liondiv will come up faster than masteel once mkt recover ^V^

Will be back 2molo. c u guys ^V^

CYT, dylan n Mat, thanks for yr updating, very much appreciated .

^V^ I am in overseas ^V^

^V^

I was totally seperated from stock world for nearly two days, Wowwww... just came across mkt bounced back at d end of d day,not bad not bad ! Mat & Yitthang, thanks for yr shares updating, very much appreciated , I will only be back on this weekend, guys, dont worry about d short term dip, as i said, hot fund from US will flow into Asia currency n stock market ( Sell US stocks n buy in Asia stocks), hold it till next coming cny, if u still adopting FA method, u will definitely get what u deserved to ...

LIondiv coming down ? I missed d boat of buying more @1.74+.... is ok..still got some in hand, as for mahsing, anyone want to bet with me ? > 2.00 in short n mid term ! doubt ? Just wait n see ^V^ ok ?

If u any questions or enquiry, pls refer to benjamin n tailow for advice, someone will get yr posting thru on behalf of me.

Happay trading ^V^

PLUSHILU en el Shopping-room 07

Plushilu estará presente con sus productos en la octava edición del Shopping-Room de el Ojo Atómico. El Shopping-room será desde el 28 de Noviembre hasta el 2 de diciembre del 2007. La dirección es:Calle Mantuano 25,28002 MadridMetro Prosperidad o Cruz del rayo.Los esperamos!Plushilu präsentiert seine Produkte in der achten Ausführung des "Shopping-Room" von el Ojo Atómico in Madrid.Das ganze

PLUSHILU en el Shopping-room 07

Plushilu estará presente con sus productos en la octava edición del Shopping-Room de el Ojo Atómico. El Shopping-room será desde el 28 de Noviembre hasta el 2 de diciembre del 2007. La dirección es:Calle Mantuano 25,28002 MadridMetro Prosperidad o Cruz del rayo.Los esperamos!Plushilu präsentiert seine Produkte in der achten Ausführung des "Shopping-Room" von el Ojo Atómico in Madrid.Das ganze

^V^ Never too late to know "Mahsing " d gem of d gems ^V^

^V^

Still remember i said Mahsing is one of d cheapest property stocks besides Plenitude n Metrokajang ?

Comparison of all d 3

Fund Manager favourite :- Mahsing yes , Plenitude no , Metro kajang no

High profile Mahsing yes , Plenitude no , Metro kajang no

Liquidity Mahsing yes , Plenitude no , Metro kajang no


Never too late to know it >>



A CONSORTIUM of Middle East and Malaysian blue-chip institutional and individual investors is eyeing a strategic stake in established property developer Mah Sing Group Bhd, sources said yesterday.


The local, Abu Dhabi and Kuwait investors are the ones who have been steadily purchasing real estate in Malaysia and investing in the property boom in the country in recent months.


"They are eyeing a strategic stake in Mah Sing to complete part of the Middle East-Southeast Asia property value chain," one source told Business Times.


"Partnering with the current major shareholders and management of Mah Sing will likely be the vehicle of choice for the investors' Southeast Asian expansion plans.


"This is especially due to its strong cash balances, low gearing, solid management and good track record. Mah Sing, with its financial muscle and niche offerings, is of strong appeal to the consortium of investors," the source added.


The sources declined to identify the potential investors in the consortium and Mah Sing officials were unavailable for comment.


Mah Sing's share price closed at RM1.71 on Bursa Malaysia yesterday.


The sources said the company was currently trading at an attractive valuation and the consortium was likely to enter into an equal partnership in buying a strategic stake in the developer.


The current controlling shareholder Datuk Seri Leong Hoy Kam, with 40 per cent stake, would continue to maintain a controlling stake in the firm and retain management control, they added.


Institutional investors such as Capital Group International Inc and Koperasi Permodalan Felda are other stakeholders with holdings of 9.7 and 8.6 per cent respectively in the company.


The deal would likely vary from the manner in which Middle East investors recently bought into construction firm, Putrajaya Perdana, and water works company Loh & Loh Corp Bhd.


In Putrajaya Perdana and Loh & Loh, the Middle East investors together with local investors took control of the companies by buying major stakes in both of them, triggering a general offer.


Mah Sing is an established developer with 14 projects spread across the Klang Valley, Kuala Lumpur, Penang and Johor Baru.


It is one of the few local Malaysian developers who have received international awards such as the International Property Award 2007 in association with CNBC in London for its Damansara Legenda project in Petaling Jaya.


The latest investor interest in Mah Sing follows moves by investors from Abu Dhabi institutions such as Mubadala Development Company and Aldar, along with Kuwait Finance House and others to pour billions of ringgit to purchase land in the Iskandar Development Region in Johor and elsewhere.


Prominent individual investors from the Gulf and Malaysia also secured controlling stakes in companies such as Putrajaya Perdana and Loh and Loh, both companies with healthy cash piles and negligible debt, to enhance their bids for Malaysian, Abu Dhabi and Kuwait projects.


"With the potential tie-up of the consortium of investors in Mah Sing, the company's ability to grow further locally, regionally and in the Middle East is set to be very good," said the source.


Based on its closing price of RM1.71 yesterday, Mah Sing is currently traded at a prospective price earnings ratio of nine times and seven times for financial years 2008 and 2009 respectively, analysts said.


Mah Sing is traded at a deep 40 per cent discount to its revised net asset value of RM2.86 as estimated by Macquarie Research.


Deutsche Bank (target price of RM3.02), CIMB (target price of RM3.00), Aseambankers (target price of RM3.00) and SJ Securities (target price of RM3.15) have all placed a buy on Mah Sing stock.


The company has a dividend policy of 40 per cent of net profit as dividends for the 2007 financial year.


The group's market capitalisation has doubled to over RM1billion to date from RM511 million as at end 2006

***

Most of d analysts given fair value of 3.00+-, mine is around 2.50+ , too conservative ? aiyahhh.. 80cts gain is good enough already, dont forget we still have masteel & Rcecap profit in hand ^V^

What u need to do is "Patience"

^V^ Pretty MC, handsome guys, nice song , chinese doctor take part in Indian Idol competition ^V^

http://www.youtube.com/watch?v=lZOR0fo7WlM&mode=related&search%20

FRENS...CLOSE YR EYES N LISTEN TO HIS SONG , U WONT BELIEVE HE IS CHINESE !

BEAUTIFUL SONG !

ENJOY YRSELF N THANKS KHEK SOON FOR YOUR EMAIL.

^V^ Portfolio as at 31 Oct 07 ^V^

I hv taken RM 44,099.30 profit in month of Oct (Thanks to Liondiv ,Muind n Bjcorp ),unrealised profit is now stood at RM48,229.00^V^ My cash vs shares status is currently stood at 0.45 : 0.55,which is in healthy position, I feel extremely comfortable with overall returns of 321% or profit of RM577,071.50 !

For those who holding Engtex, RCEcap n Mahsing, second wave of rise will surely come $$$$$ !

This is what i always stressed "Beauty of fundamental !"

^V^ Got it ! 60 lots done @ 1.68+! D gem is MAHSING ^V^

Date: Sun, 28 Oct 2007 14:04:20 +0800
From: "Peter Khiew" View Contact Details Add Mobile Alert
Subject: Re: ^V^ Buy Mahsing at anything below 1.70 on Monday ^V^
To: "LIM Thow Take"
CC: "SAM LIM TT"
Dea Sam,
Thanks for the valuable info ,hope this time can catch some pocket $$$ for HK trip ha ha ha....Thanks again.
btw your sports shoes,we will bring it back to M'cca house coming school holidays

sincerely,
TopXXXX Engineering S/B,
Peter KhXXXXX
Website:www.toXXXX.com.my
----- Original Message -----
From: LIM XXX XXX
To: peter khXXX
Cc: SAM LIM TT
Sent: Sunday, October 28, 2007 11:30 AM
Subject: ^V^ Buy Mahsing at anything below 1.70 on Monday ^V^


Dear Peter,

Rec'd yr sms just now,ok..it is Mahsing @ 1.65, i dont think i can catch it at 1.65 2molo seeing Dow jumped >140 points on Friday ^V^

Anything below 1.70 is a gem, its recent fall is due to Koperasi Pemodalan fund disposal, KP fund ? what's that ? ha ha as u know most of d government funds r lousy fund ,hence no worry, as long as Capital group is still holding n its FA still remained unchanged, is only matter of time for her to fly > 2.00 !(its fair value should be 2.50+-)

2Qtrs giving u eps of 8.1cts (after split) , for her to achieve 20cts for year 07 is definitely not a problem, hence , at current price of 1.65 , its PE is around 8 +, check around, can u find any property counter cheaper than her besides Plenitude ?

As i said, seeing USD depreciating n Asia currencies appreciating, besides shares , property is another alternative for them to park their fund.

Goodies of Mahsing:-

Year high after split 2.65+-

Year Low after split 1.60

Volume there ? YES !

FA there ? YES !

Theme there ? YES

Fund manager's favourite ? YES !

Short fall of Mahsing :-

Slide down from 2.00 to 1.60 with volume for past 2 weeks, bad news coming ?

My view = Very unlikely ( is due to Koperasi pemodalan's disposal )

Yah..b4 i forget, our holiday's pictures r on d way, will email to u asap.

8 n take care.

SAMGOSS

^V^ Dont runaway !! i am going to catch u 2molo morning ^V^

^V^

I dont think i can catch her at Friday closing price seeing DOW jumped >144 points last Friday ^V^anyway, I will definitely catch her at anything below 1.?? !

Guys, i will post it here around 9.30am+ once I completed my purchases .( Luckily she doesn't really move yet on closing )

Still d same, i will post it up like what i did to Liondiv, u guys make yr own decision b4 u jump in ^V^

As usual, I disclaim all liability for my comments and opinion. Whether you choose to buy, sell or hold, you do so at your own risk absolutely ^V^

Jakob and Cox 2

Hier noch ein Filmchen mit den Darstellern Jakob und CoxAqui una Peli con los actores Jakob y Cox

Jakob and Cox 2

Hier noch ein Filmchen mit den Darstellern Jakob und CoxAqui una Peli con los actores Jakob y Cox

Jakob and Cox

Ein brandneuer Plushilufan. Jakob und Cox sind jetzt schon die besten Freunde und wer weiß, vielleicht nimmt Cox ihn mal mit auf den Planet RTX........... ?Danke: Cordula, Jörg und Model JakobUn fanatico nuevo de Plushilu. Jakob y Cox ya son los mejores amigos y quien lo sabe, quizá una vez Cox va a visitar su Planeta RTX con Jakob......?Gracias: Cordula, Jörg und modelo Jakob

Jakob and Cox

Ein brandneuer Plushilufan. Jakob und Cox sind jetzt schon die besten Freunde und wer weiß, vielleicht nimmt Cox ihn mal mit auf den Planet RTX........... ?Danke: Cordula, Jörg und Model JakobUn fanatico nuevo de Plushilu. Jakob y Cox ya son los mejores amigos y quien lo sabe, quizá una vez Cox va a visitar su Planeta RTX con Jakob......?Gracias: Cordula, Jörg und modelo Jakob

^V^ Hey William Cheng, u r handsome than Andy Lau ^V^

^V^

What a fantastic return from LIONDIV in just 2 days time ^V^

Bought 15 lots @1.57+ on 23/10/07

Bought 30.5 lots @1.62+ on 24/10/07

Sold 15 lots @ 1.98 on 24/10/07 Profit RM5,900+

Sold 10 lots @ 2.16 today Profit RM5,400+

Sold 10.5 lots @ 2.21 today Profit RM6,150+

Sold 10 lots @ 2.23 today Profit RM6,250+

Contra done today (buy @ 2.11 sold @ 2.18) Profit RM700+

Total gain RM 24,500+-

Liondiv, my darling stock since year 2005 $$$$ (Made almost 100k from liondiv in year 2005, still remember that? my fellow osk forumers ? ) my friend said i am GILA cos i tell them William Cheng is handsome than Andy Lau..ha ha another one is Francis Yeoh, Francis Yeoh is more handsome than william Cheng..those who bought YTLWB @0.53 should agree with me ^V^ BUT :- D most handsome man i hv ever seen is :-------

KRISHNAN TAN FROM IJM ! still remember our IJMWB @0.38+ ?? Yitthang n Dylan goh , am i not correct ?

Someone asked me why i sold off my liondiv, well... 2 reasons

first :- Dow future down 161 points at 4.45pm

2nd :- Liondiv shot up about 70cts in 2 days time, too fast, i think it is due for profit taking anytime from now.

Hence, i sell first n hoping to buy back at much lower price.

^V^What I did yesterday n this morning (My lucky stock LIONDIV ) ^V^

^V^

Bought 15 lots of Liondiv@ 1.57+ yesterday, go in another 30.5 lots at 1.62+ this morning . (wrong typo, liondiv that i bought this morning should be 30.5 lots instead of 15 lots )

This stock is another gem of d gems, cash kow after disposal of parkson.

Year high 3.00 year low 1.51 , major share holder of Lionind n Megasteel .

FYI, Liondiv used to be my lucky stock in year 2005 , I bought @ 1.02+- for 100 lots (Still remember Samgoss's liondiv vs chinyk's mutiara in osk forum ? ) right chinyk ?

I may consider to swap some of my ohter holding into liondiv if d timing is right .

Fair value 3.00, i will sell it off at anything above 2.50 ^V^

^V^ Take profit on DPS @0.56 n Onastel @1.55, swap some to RCEcap @0.865 ^V^

^V^

Warren buffet rule no 1 said :- protect yr profit

Warren buffet rule no 2 said :- pls refer to rule no 1

Masteel take profit ? No ! this stock is too "darling: for me to take profit.. my lucky stock for year 07, I hv made few rounds from it . super super under value.

RCECAP:- observe yrself, someone is accumulating @ 0.865 ^V^

^V^ Portfolio as at 17 Oct 07 ^V^

^V^

I will be away for biz trip next Monday (Dylan, MAt, n Yitthang, no need to update me cos i will bring my notebook along ) , will only be back on 30 /10/07 ^V^ B4 i leave , d above portfolio is what i am holding now, u guys can take it as a guide if u interested ^V^ As expected. D 20th anniversary party is on its way with DOW plunged 366 points yesterday night, ha ha..don't play play..ok ? if u ask me should we buy on dip ? my answer is :-" NO " n :YES" , "NO" for those with cash vs shares lower than 0.5, "YES" for those with Cash Vs Shares higher than 0.5 ( even u wanted to buy on dip, my advice, don't buy on Monday when d knife is falling n also don't buy anything if d big sell off supported with huge volume, my experience says :- buy when u see thin volume after d sell off ^V^

Stocks that under 20th anniversary crash :-

Masteel < 1.10 ( MUST BUY )

RCEcap < 0.75

Muind < 0.33

Bjcorp < 0.70

Engtex < 0.65


Back to my portfolio, I hv taken RM 14,041.80 profit during d rise b4 RAYA (Thanks to Muind n Bjcorp )^V^ My cash vs shares position is currently stood at 6 : 4,I feel extremely safe with overall returns of 291% or profit of RM523,831.50 ! with plenty of bullets loaded in hand , i can now play with bern if he really want to get start d 20th anniversary party . Bern ? how ? let start d party ..k ?

^V^ 20th anniversary of DOW crash ^V^

[2007-10-18] 87股災廿年噩夢疑再臨

■紐約商業交易所的工作人員，昨日熱切希望油價回落。 美聯社

1987年10月19日，美國道瓊斯工業平均指數急瀉508點，跌幅達22.6%，5,600億美元（約4.3萬億港元）市值在一日間蒸發並引發全球大股災。明日便是87股災20周年.

Still remember this date 19 Oct 1987 ? black monday ! Dow crashed 508 points or 22.6% ! as Phua Chu Kang said := dont play play..ok ?

Only 2 persons can make this happen, one is Osama Bin Laden n d other one is now rely on Bernanke ^V^ I doubt Osama can launch another 911 against US by this month,d only person can shake d world is now rely on Bernanke ^V^ if he got guts to put int rate at flat !! d black Monday party will definitely ON ! Be there n let celebrate together^V^ make sure u bring along yr girl friend n boy friend for d count down party..ok ? anyway, Bernanke is d decider ^V^

Hey Bern..make sure u on d party :k : ? cut or stay flat ? ok or ko ?? u got guts to do it ?

***

Another 351 lots of Masteel accumulated by Tabung Haji n 40 lots of Engtex accumualted by someone ^V^

^V^ I am back ^V^

^V^

Wowww, just came across my DPS came from behind slowly but surely n touched 0.615 this morning, more to come ?? yes, I guess so, 2 mr tailow, I didnt average down my DPS's cost to 0.52, i took some profit at 0.59+- during d sub prime crisis crash n bought back some at 0.52 ^V^

Oilcorp coming ? with d current oil n plantation theme hanging around, i think "yes" ! In term of PE, oil corp is d cheapest among d oil stocks, unfortunately i am still running at little loss with cost around 1.32+ he he.

RCE ? yes ! it will definitely come for second round ^V^ Qeued to buy 20 lots at 0.925 only managed to get some at 0.925 this morning ^V^

Fyi, another 10 lots of engtex added in @ 0.745 ( another 140 lots accumulated by someone yesterday )^V^

Someone asked me about mycom ^V^ worth for consideration ?? sorry "NO "

first of all, look at its track earning records, one word = Like SHIT !!!

dont be misleaded by its latest eps of 216cts!! wowww 0.88/216=PE0.4 $$$!!!???

wowww u needs only 4 months to recover yr capital ? sorry bro...look at its forth qtr revenue as compared previous 4th qtrs, revenue jumped less than 50% but EPS jumped >1000% !??, how could it be possible !??? it must be sort of asset disposal or restructuring done. my advice "AVOID" unless u hv solid insider news ^V^

^V^RCECAP & PLENITUDE^V^

^V^

Hi guys, i am still on holiday, will only be back on Thursday noon, let make a quick one here, RCECAP is definitely coming..c c sure $$$$$$, i am still holding 50 lots(@0.85+) in hand after some profit taking d other day , at first i was thinking of purchase some more BUT>>>>> look at Dow future today, down 61 points ! hence, i will hold on my call order for little while, may be i can buy much cheaper 2molo^V^if she ever fall below 0.85, I will surely jump in again ^V^

Plenitude, slowly but surely, vol is damn thin but climbing up little by little..hmmm this is a typical FA stock.trust me guys, this stock is definitely a germ !!

Engtex,Masteel,Skpres n Onastel doing not bad today.. what if there is no rate cut by FED this coming month end ?? I can assure u at least 500 points down in a single day if FED dare to do that ! d question is : She dare !?? ha ha wise ppl like u should know what i am trying to hint ^V^

Someone asked me about mycom ^V^ worth for consideration ?? sorry "NO "

first look at its track earning records, one word = Like SHIT !!!

dont be misleaded by its latest eps of 216cts!! wowww 0.88/216=PE0.4 $$$!!!???

wowww u needs only 4 months to recover yr capital ? sorry bro...look at its forth qtr revenue as compared previous 4th qtrs, revenue jumped less than 50% but EPS jumped >1000% !??, how can it be possible !??? it must be sort of asset disposal or restructuring done. my advice "AVOID" unless u hv solid insider news ^V^

Toy for Letoy

Hemos hecho una customatizacion del muñecos de los chicos de Letoy, y este el resultado.

Toy for Letoy

Hemos hecho una customatizacion del muñecos de los chicos de Letoy, y este el resultado.

^V^ Selamat Hari Raya ^V^

^V^

Saya ingin mengucapkan SELAMAT HARI RAYA kepada semua muslim dan muslimat di blog ini.

Berhati hati di jalanraya di musim perayaan ini.

^V^ Engtex, Masteel n Onastel , accumulationis still on going ^V^

^V^

Tabung Haji bought in quite alot of Onastel n masteel lately, how nice if d accumulation done by Temasek fund or Morgan Stanley ^V^ Tabung Haji ?? not powerful enough n their past track records not so convincing also . anyway..something is better than nothing ^V^

Engtex, another 180 lots accumulated today ^V^

^V^ PE (5) ^V^

^V^

At time of this posting, Dow up 88 points..woww... where r all d sub prime worries ? all gone with wind ? really feel sorry for those who short Dow n KL future, told u guys already, mkt is unpredictable, when whole world think that sub prime crisis will pull Dow down for at least 1,000 points, she goes againts d odd, from makro economy view, as i said earlier, World fund will surely move from west to east slowly but surely seeing there r great upside potential for Asia currency n equity ^V^

Back to PE, I left out one important factor of how to avoid wrong picking of Low Pe stock. :-

GEARING = Asset vs Debt

Gearing below 0.5 ( U hv cash $1.00 vs debt of 0.50 )is considered healthy

0.5 to 0.8 ( Cash 1.00 vs debt of 0.50 to 0.80 ) considered normal n acceptable

U should avoid Low PE stock which gearing exceeded 1 !

gearing exceeded 1 means u hv $1.00 but u hv debt more than $1.00

One classical example := Megan

Megan was once stood at PE 2+ (50% return per annum ), in d same time its gearing almost touching 2, in short :- they hv one dollar in hand n also 2 dollars in debt .

If u r not from accounting back ground to find out what is its gearing stand from balance sheet, u can either find it from osk data base or the edge .

FYI, Plenitude is one of d million that having gearing of ZERO ! Low PE(7) plus high NTA >5.00 ( its current NTA 3.20 was calculated in year 2000, by now it should worth >5.00 at least ) ^V^

wowww almost 4am already..gua mahu pergi kow kow g zzzzzzzzzzzzzzzzzzzzzzzzz

Gd night ^V^

^V^ Engtex.Something behind d screen ^V^

^V^
Another 250 lots accumulated by someone ^V^

^V^ Masteel, Slowly But Surely ^V^

^V^

Tabung Haji accumulated another 407 lots yesterday, total stock in hand = 7,621 lots or equivalent to 5.22% ^V^

Look at d volume traded today, what i can say is :- Slowly but surely ^V^

Btw, i hv disposed d remaining 8 lots of Kfima @0.835 today ^V^

Stocks that i sold such as bjcorp, Muind n Kfima r for d purpose of swap, will do it on Friday ( one day b4 Raya).

^V^ PE (4) How to fish ? n a girl with gun (right method) able to hunt tiger easier than a man using pillow (wrong method) to hunt ^V^

^V^

I am not saying stock with PE < 10 will definitely profit u ! but !!! at least u know what u r buying n u wont over pay for what u bought ^V^

No matter how, u still hv to take some risk even stocks that u bought r all below PE 10, everybody know how to buy LOW PE stock, but not everyone able to catch low PE stock with sustainable future earning ( here i am talking about sustainability of its future earning, of course if her earning jumped above yr forecast is even better ). D key success here is "Future earning "

Example

Stock X

Share price = 1.50

EPS for 2 qtrs = 15.64

Let presume that stock X managed to maintain such a good earning for d coming 2 qtrs , hence, 15.64cts x 2 = 31.28 cts for year 08 ^V^

If my forecasting turn to be good, 31.28 cts will translate its PE to 4.7 (21% return per year)with current price of 1.50, let assume d PE for its industry stood at 13+-, its fair value should be 13 x 31.28 = RM 4 + ! even PE 10 will still give u fair value of 3.10+ ^V^

D above r with d assumption that what u hv forecasted r in line with yr forecasting ^V^

What happen IF >>>>

What happen if d coming 2 qtrs turn to be an lousy one, presuming she running at huge loss with negative EPS of 30cts !??

let calculate again..

first 2qtrs EPS = 31.28, d other 2 qtrs giving u -0.30cts

D whole year EPS is now 31.28 - 0.30 = 1.28cts

yr PE is now 1.50/ 1.28 x 100 = 117 !!!

what is PE 117 stand for ?

PE 117 stand for 0.85 % return per year or u needs 117 years to recover what u hv invested ! (why buying such stock that giving u return of 0.8% if u can enjoy FD rate of 6.6 % with zero risk !??)


See ? future earning will determine d movement of yr share price ^V^

Then how to minimise yr risk from wrong picking ?

2 ways :-

1)Track earning records

Its 3 to 5 years track earning records : check d earning track records for stock like PBB, YTL , BAT , Maxis, IOI.... NO losses at all for past 10 years !!
That's y i always ask u ppl to follow those with track proven results blogger ..ha ha

2)What is on going now n years to come

example : We know 9mp is hot going n it will on going for another 2 to 3 years time, Mega projects need steel (http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_6f4bdce6-cb73c03a-6798eb00-5043bd24 ) , cement, timber n ..... from here I know n confident that d coming 2 qtrs earning for masteel n onastel r definitely sustainable ^V^ hence, their coming earning will definitely in line with what i hv forecasted .


Guys, no easy n fast money from KLSE, we need to use brain n also d right method (FA) in order to acheive financial freedom from stock mkt. If Metastock really work as it is, why there r still ppl losing money after using it ? they may say bcos u r slow n dont know how to interprate it ! Excuse me ! this is IT world, they can programme in such a way that when d software detected a buy signal, alert u n u jump in ,same goes to sell^V^ dont tell me they cant do such a simple programming !! d only reason why they dare not to do that is bcos they r lack of confidence n need something to cover their ass.

What is d point if u born as a genius but adopted a wrong method ? a girl with gun (right method) can hunt tiger easier than a man using pillow (wrong method) to hunt ^V^ Think it over esp those who using TA method, am I not correct ?

^V^ Sold my last 10 lots of MUIND @0.56 ^V^

^V^

Dear vince38

China National holidays is over.. lots of work to be done..no choice !need to come in early this morning .

^V^ PE (3) uncle lim will definitely give u a flying kick if u ask him to sell his Genting to u @ PE 15 !! ^V^

continuing...

Since we know d avg FD rate is around 6.6 % or equivalent to PE 15 , this given us a guide to weigh how value buy the stocks u intended to buy r ^V^ theorititally no one wanted to buy stock with PE > 15 cos it given u return per annum less than 6.6%, why should u invest in something which is lower than avg FD rate ? further more , putting yr money in FD is zero risk as compared to putting yr money in stock (PE >15) that giving u annual return less than 6.6% !?

Take yrself as a biz man, if u want 2 buy up a biz, which company u prefer ? company with annual return more than avg FD rate or company return less than avg FD ? if less tha avg FD , why should u buy ? might as well put yr money in FD that given u zero risk ?? now u know why i said stock with PE stood around 5+ like masteel, onastel n plenitude r germ of d germs $$$$ !

R all d stocks with PE > 15 r lousy buy ? NOPE ! different industry has different PE. Banking (MBB, PBB ), gaming (Genting, resort, bjtoto ) n monopoly biz ( Tenaga, TM,Maxis, digi, Plus)usually having higher PE than others, they r not going to sell u their biz less than FD rate or PE at 15 ! that is for sure ! if u want to know why ? perhaps u should ask those who bought PBB, Genting, MBB , YTL 20 years ago n still holding till todate, ask them how much they hv profited from them ? FYI, they will not getting less than 15% return PER ANNUM !!! know what is 15% return equivalent to ? it is as same as PE 7 !! Hence, dont try to be smart n ask uncle lim to sell his Genting to u @ PE 15, he will definitely give u a right n left side kick on yr head or may be plus another twist kick on yr private part !

Conclusion, for safe play, unless it is a blue chip counter , otherwise, i will not buy any stock with PE > 15 for FA play ^V^

^V^ FA FOR SKPRES N KELADI ^V^

^V^

I am very sure most of u r mouth watering seeing bjcorp n muind shot up like nobody biz today, yes..mkt focus on lower liners esp those <0.50 stocks, let take a look at these 2 babies SKPRES n KELADI :-

SKPRES

QTQ its earning increased 63% from 0.52 to 0.85, based on one qtr earning of 0.85, for her to sustains it current eps for d rest of d qtrs should not be a problem, hence, 4 x 0.85 = 3.4 , PE 0.18/0.34 =5 , if u translate PE5 into FD rate , she is actually giving u 20% return per annum excluding its dividend , see d germ ?


KELADI

QTQ its earning jumped 256% from 3.16 to 11.25 (share split 1 to 10 ), based on 2 qtrs earning of 1.25 cts , for her to achieve 2.5cts is something sup sup sui ! thus PE = 0.25/5 = 5 , it is 20% return per annum also excluding its dividend.

If u think it is worth to hold Muind for more than 6 months which giving u >60% return from 0.29 cts to current price of 0.50 !then u should consider d above babies for yr portfolio ^V^


think it over n u decide ^V^

^V^ DPS :-Something is on ! something behind d screen ^V^

^V^

Those who holding on DPS, take a look , DPS 'bosses r collecting in big bulk^V^

yr guess is as good as mine ^V^

^V^ Sold another 10 lots of Muind @ 0.505 ^V^

^V^

Balance 10 lots left ^V^

^V^ Hello Benjamin, we know his tricks very well ! ^V^

^V^

From day one u posted in my blog, i already knew who u r ^V^ i told u already, he is sole bible follower, follow blindly by book ! when come to real trade, i dont think he is that great ! still remember his negative write out on pworth @0.89 n ranhill @1.50 few months ago ?

as i said, he is good in accounting n some chicken analysis, when come to real trading, i dont see any call b4 hand picks given by him !??

Btw, congratulation on yr KNM,MPHB, BH??? ha ha..

Save yr energy a little, don't argue with him, we all know his tricks n how he cover his ass when price goes against his write up.

As i said, trust nobody but their proven records, salute u bro new_jamin !?? u hv proven to us yr call b4 hand mphb, knm, bh... ^V^

^V^ Muind N Engtex ^V^

^V^

Dear Nasrin, see ? do u think worth to keep Muind for 6 months with return >30% ?? patient bro... u will be rewarded ^V^

As for Engtex, u can say bye bye to 0.73 already ^V^

Lower liners esp those < 0.50 r catching up from behind, my keladi, skpres n Dps will surely follow soon.

keep yr eyes closely on them.

^V^ Why i bought Bjcorp @0.555??^V^

herbert said...
dear uncle sam,

i understand your explain already. by the way, BJ CORP has PE = 23.24. Meaning to said for every one dollar u invest period must more 23 years to get capital return. But how come BJCORP counter can shooting up/ capital appreciation for 1 time just for a week??

October 4, 2007 5:56 PM

^V^
halo herbert, u r wrong again ! first of all, even without FA, VT 's stocks r always rated as goreng stock, no surprise at all ^V^ when bjcorp announced its 1st qtr eps @ 4.2 cts last month,it showed a turn around of bjcorp ! bear in mind.. 4.2 cts is only for 1 qtr, theoretically, 4qtrs x 0.42cts , it will give u EPS for year 08 of 16.8 cts, buying at 0.555 , u r actually buying at PE 3.3 $$$$$$ , see that ? even if she cant sustains its EPS of 0.42cts for d rest of d qtrs, for her to achieve 6cts through out d year should not be a problem ! if u calculate based on 6cts , its pe is still below 10 ! dont forget :- vain lady cant stand loneliness, therefore, I am confident VT will definitely goreng it based on his track goreng records, d only problem was i dare not to sai lang all on bjcorp due to his dirty play records, if bjcorp fall under YTL group or Ijm group, i can assure u i will place at least 200 lots on it !