^V^ Portfolio as at end of September 07 ^V^

^V^

My strategy, Masteel,Onastel,Plenitude n Oilcorp r meant for mid term play ( latest by next cny i will sell them off ) , d rest i will go for trading play .

Tan Teng Boo forecasted KLCI 2000 by year 2008 , what do u guys think ? mine is still d same 1,500 to 1,600 is good enough already ^V^

^V^ Steel stocks rocking, cheersss Masteel n Onastel ^V^

^V^


See ? Still remember what i posted d other day regarding d mid term bullish outlook of Asia stock after Fed cut !? d more Fed cut d more Asia currencies will rise, thus fund r moving in from west to east ! More to come $$$$$$$$ !

To Mr Annoy, be patient, i am working out my "MAN separated from kids PORTFOLIO " now, should be ready for posting by 2molo ^V^

See yah !?

^V^ How many lots i hv for RCECAP ?^V^

^V^

Someone asked me how many lots i hv for RCEcap n also ask me for my latest portfolio, well...as known to u guys, China national holiday approaching, i am extremely busy at this moment, will post up my complete portfolio by this month end, for d time being , d above is what i am holding now ^V^

^V^ RCECAP part2 ^V^

^V^

Look at d volume traded yesterday n today ^V^ see that ? seems like d given source is quite reliable , take away d insider news, eps @ 7 to 8 cts for d coming year shouldnt be any problem, further more it is political link stock, by hook or by crook fro RCEcap goes above 1.00 is really sap sap sui !

At d same time, take a look at Masteel n Onastel, coming slowly but surely from behind ^V^

^V^ A new "Maradona" in making ^V^

^V^

To all football fans, remember this name " Jean Carlos Chera " from Brazil, he is only 12 years old , his personal skill is superb, 5 stars clubs r waiting to sign him up !

Seeing is believeing :-

http://you.video.sina.com.cn/b/6648174-1240805154.html

^V^ I told u so (Part 2) 美国经济增长放缓 全球市场大抛美元^V^

^V^

美国经济增长放缓 全球市场大抛美元2007年09月23日 08:38 新华网
　　新华网北京9月22日专电 随着各国外汇交易商充分领会到美联储采取新利率举措的意图，全球市场20日大抛美元，致使美元对欧元比价跌至有史以来的最低点，达到1欧元兑1.4美元，使得美元币值30年来首次与加元几乎持平。

　　美国《国际先驱论坛报》20日报道说，美国经济增长放缓，同时还面临着消费势头开始减弱的威胁。以美国经济为后盾的美元，也出现了汇率不稳的迹象，同时美元作为危机避难所的传统功能似乎也被遗忘殆尽，而美元的这个功能直到8月初还十分明显。

　　雷曼兄弟国际公司的货币战略负责人吉姆·麦考密克说：“形势对美元很不妙。”

　　然而，货币分析人士目前正在回避“美元危机的说法”，他们更愿意把20日所发生的一切视为美联储突然决定降息必然造成的结果。

　　但是，报道说，目前美国经济似乎每天都在提供新的证据，表明房地产价格的彻底崩溃会使消费者信心受挫，令他们减少消费。美联储的决策者显然也有这样的担心，这更使得货币交易商看跌美元。

　　在欧洲，美元创纪录的下跌几乎没有引起什么政治反应，只有法国是个例外，它今年数次呼吁欧洲中央银行调整政策，为欧元汇率的涨势降温。

　　但其他欧洲国家并不像法国那样担心欧元升值。德国财长佩尔·施泰因布吕克还说：“我乐于看到欧元坚挺。”

　　然而，就算在作为欧洲出口发动机的德国，也开始零星出现一些证据，表明欧元升值使出口价格升高，减少了出口。不过，欧元坚挺也为欧洲带来了优势，尤其是当欧洲国家使用欧元购买石油等原材料时。


Always remember this :- when one currency down d other one must be UP ! hv u ever seen USD vs RMB or USD vs Ringgit up together ? USD DOWN RMB will definitely UP ! USD down, Ringgit will surely UP also, then u may come to me n ask what about rmb VS ringgit ? when both currency goes strong against USD, RMB vs ringgit will stay FLAT !

US 's inflation problem is still hovering FED, can US survive without China cheap products ? d answer is definitely : NO : ! Asia currency n stocks will still remains bullish from now till mid of 08, after that ??.. highly alert ! I will not wait till mid of 08 to dispose off my holding, Most likely, I will do it somewhere around CNY to March 08 ^V^

^V^ See ? I told u so ^V^

^V^

As i said, one down d other one must be up n vice versa, USD down Asia stocks n currencies will be up ! look at how Asia currencies performed after d rate cut esp Hangseng n kopsi !

They r anticipating more cut by fed in d coming months, so how now ? put yrself as a global fund manager, u know very well US will go under mild or serious recession, n int rate is on its way down, what should u do ? as a smart investor n fund manager, they will surely buy in Asia's stocks n property , when everybody rushing to buy that, d share n property price will rise in d same time Asia currencies will be appreciated , ended up, they will make "Double" from both equity n currency ^V^

If u want to control inflation ( due to recent hike of crude oil ) , int rate raise is one of d way BUT based on current situation ( sub prime crisis) , u cant do that ! so ...how ? raise also die , cut also die ? what should US do ? sorry to say, i am not up to that level to solve this problem yet..thus no comment from me but i am very sure they will cut d int rate to solve d sub prime crisis first b4 they come back n deal with d rising inflation .

Someone ask me why KLSE is lacking so much behind as compared to HK n Korea ? ha ha i wish i can answer that also... may be Fund managers scared of how we do biz in Malaysia, bcos we r selling spanner @ RM540 per set to ministry of sport as compared to mkt price which is only cost u RM100 something..sound sense ? ha ha

^V^ RCECAP ^V^

^V^

Bought in some RCEcap@ 0.86+- this morning, 0.5 rate cut by FED boost DOW to its historical high yesterday night, confirmed rally ? yet to know, but seeing d whole regional mkt rosed make me feel like lacking out, thus.. i decided to take 15% of my holding out for RCEcap @0.86, will post up its FA later, My buddy's boss buying heavily lately n being told that someone wanted to push it up >1.10 in near future, well... volume is there, FA wise not bad plus rumour saying some "big thing " on its way n will be announced soon.

I rated this stock as Political link , Theme + a little FA back up, eyeing for short n mid term trading play.

Good luck dudes ^V^

^V^ When there is nothing to do, do nothing ^V^

^V^

Whole world expecting 0.5 cut by fed tonight, what if d rate cut goes below expectation ? Crude oil surged above 80 , Middle East nuclear talk getting worst, d moron Chen Swee Bian is approaching d red line+ Puasa month on going, bla bla... conclusion :- Stay aside n do nothing !

hugo & Hil

who is my best friend!?quien es mi mejor amigo!?Wer ist mein bester Freund?Danke an: Cornelia, Tobias und Model Hugotienes algo de Plushilu?, mandanos una foto y la pondremos en nuestra página web!para enviar imagenes: contact@plushilu.comHast du etwas von Plushilu? schickt uns ein Foto davon und wir stellen es online.Um Bilder etc. zu schicken: contact@plushilu.com

hugo & Hil

who is my best friend!?quien es mi mejor amigo!?Wer ist mein bester Freund?Danke an: Cornelia, Tobias und Model Hugotienes algo de Plushilu?, mandanos una foto y la pondremos en nuestra página web!para enviar imagenes: contact@plushilu.comHast du etwas von Plushilu? schickt uns ein Foto davon und wir stellen es online.Um Bilder etc. zu schicken: contact@plushilu.com

^V^ Fate n Timing (2) ^V^

Congratulation ! Lee Choong Wai captured his first Japan open title yesterday by beating Taufik in 3 sets, what a great match ^V^ somehow i feel that timing n fate play an important role in player's success, malaysian has never be crowned world n olympic champion b4,is it fated ? or d timing is not right ? just imagine , how nice if Lee played in world championship or olympic with present form !? when form is not on yr side, whatever u do.. mostly "tak jadi ",if u r in form , no one can stop u from being world champion ! still rememeber how d in form Zhao Jiang Hwa makes Joko Supriantor like a clown in all england final ? absolutely amazing !

Lee Choong Wai captured Filipin , Indonesia n Japan open titles in a row except World Championship ! is it fated ? do u believe in fate ? Look at Morten frost & Lim Swee King, they have won most of d opens n championships except "World title " ! is it also fated ? I believed in fate, some r born to be champion some r born to be ppl"s mistress , cantonese called it Yi Lai = 二奶命 ! like what saiyan commentted, look at this Ji Xin Ping, he was fated to be Olympic Champion ( He has beaten Taufik (Last 8), Peter gade (semi) n Hendrawan (final ) in Sydney olympic, if u ask him to play with them again, i will not put single cent on him ! this guy is not even a world championship semi finalist, somehow he managed to be crowned as Olympic Champion, if u tell me it is not fate ! then what else ??

In life, we should try our best to achieve our dream, if it failed , we hv no regret at least we hv done our very best n may be it is fated by god that we r born to be 二奶命 ! ha ha...

Same apply in share mkt, if u hv never profit from any bull run through out d years, first, u should check out what method u r adopting, change it n start all over again, if d outcome is still d same ^V^ha ha.. then u r most likely fall under d category of 二奶命 !

^V^ To all MR NATO (NO ACTION TALK ONLY)! ^V^

^V^
U guys should know who I refer to ^V^ d one always giving theories n comments but never see him giving any say b4 hand picks !

WELL SAID MR PEDAS :-

KLSE version – One can continue to discuss, debate over FA/TA, politics, policy and to display how superior or capable in the analysis. Nothing is going to happen until you take positions in KLSE and work towards increasing your bank account). Morale of the story - Action speaks louder than words!
SYSTEM and THEORY is not the cure to your failures and DO NOT guarantee success. Theoretical knowledge will not change your destiny unless you implement it. It requires changing your values. Some will need to be retained, changed, discarded and new ones adopted. DO NOT EXPECT MAGIC TRANSFORMATION. IT is foolish to think and accept that one can be an expert or sifu by merely learning from books. It takes years (some maybe less) of ACTUAL practice in to build confidence. If everyone can build confidence by reading books, there will be no losers among the readers. “Pseudos” will convince when you are desperate. Talk is free and requires no capital. In desperation, your surrender your mind and emotion.
Successful people are organized and precise because they have proven methods that work. “Trainees” that have not found their paths are still on doses of trials and errors. You can be a trainee but never follow another trainee to guide you. The emotional and financial damage can be beyond imagination. There are far too many trainees and pseudos in the society. It is your responsibility to manage and ignore this people

^V^ No Wind, No Volume n No Direction Yet !!! (part 2 ) ^V^

^V^

Dow up, regional mkt almost all up except KLSE, what happening ? seems like KLSE is heading no way, now u should know why i posted there "stay a side ".

Remember that golden word by warren buffet :- when there is nothing to do, do nothing ^V^

To Mr annoy, my cash vs shares is now stood around 60 : 40, 70% of my holding r meant for mid towards long term hold such as Masteel,Planitude ,onastel n....I will not buy in anymore shares unless i see momentum with huge volume ^V^

We must know how to control our emotion n greed , mkt is always there, not necessary we hv to trades everyday, there r time we need to take a break n stay sideline.

To Mr Rookie, dont follow me, follow mr Market, coz mr market is never wrong..ha ha sound familiar ? of course lah..all these r theories mah.. who doesnt know ? but how many of them really know Mr Market ? talk is easier than do,, when we ask u to show us yr say b4 hand portfolio..no one dare except invest samrt! I like all these term" i may..n may not..all depends on mkt..it could be n could be not.. may be..may be not, i may take profit (in d first place, we never see him calling buy or say b4hand picks, how come suddenly he called for take profit ?? ) .. sound familiar ?

Time to take a nap.. Puasa month around d corner, bismilahhhh semoga allah memberi kami segala kuasa dan kebijaksanaan dalam dunia pelaburan ^V^

^V^ Masteel :- http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_f81b90d4-cb73c03a-ff45de00-d7c8b2b7 ^V^

^V^

Warren buffet said :- When there is nothing to do, do nothing .

Uncle sam said "- when there is nothing to post, post nothing.

No buying n selling by me lately, still holding on my Masteel,oilcorp,ornastel n...

It is not wise to make any move at this moment , everybody r waiting for d coming Fed 's cut, what i predicted was correct, look at how Hang Seng performed yesterday, Dow tumbled but she still managed to closed at green, fund will move into Asia stock n property slowly but surely, USD is heading south, it will slide even lower after d fed cut . take yrself as a fund manager, if u see usd is going down n fed will lower d rate, what will u do ? buy US stocks ? no way hoseyyyy.. cos usd is depreciating.. u should buy Asia stock n property, cos their currencies r appreciating n int rate is heading South !

Stay aside 4 d time being dudes ^V^

Hello Planet RTX

Hello Planet RTX

^V^Still world's fastest man,Asafa Powell set another world record in the 100 meters^V^

^V^

Take a look how fast this guy can run at :- http://you.video.sina.com.cn/b/6598747-1147984444.html

^V^ 鞍马王肖钦Perfection ^V^

^V^

鞍马王肖钦 did his perfection last night, Olympic champion + 3 times world champion ^V^

What 's up for 2molo mkt ? old saying :- short term volatile , mid term still looks very promising, d more dow fall d more Fed will cut int rate , that 's for sure ^V^

Tailow, u r absolutely right, i hv separated my fund into 2 , one for holding n one for trading buy, Masteel, Oilcorp n onastel r meant for mid term hold, don't under estimate d minor gain from short term trades, malay saying :- sikit sikit lama jadi bukit ^V^

^V^ Added another 3 lots of Plenitude at 3.02 this morning ^V^

^V^

Property counters r hot cooking, Plenitude as d cheapest property counter in term of PE n also value + it is a debt free stock with last land valuation back in 2000, its NTA should be far above 3.80 if they re value its land today.

besides. seems like oilcorp also waving his hand n said :- i am coming..i am coming ^V^

^V^ Bought 8 lots of Plenitude @ 3.04 ^V^

^V^ What i did today ^V^

^V^

Sold 15 lots of Pworth @1.00 ( With little gain of 120+) for swap to plenitude or oilcorp @1.29, unfortunately nothing done !

will try it again 2molo ^V^

^V^ Which one to swap for Plenitude ^V^

^V^
Look at d most active stocks today, most of them r from property n construction sector, plenitude>>>d unpolished star..hmmmm... seems like hard for her to fall below my sold price of 2.97, well..need to think it over tonight ^V^

If i made up my mind to buy it 2molo, which one to swap ? MFCB n Pworth ? i am not going to touch my cash in hand for any purchases due to short term uncertainty. hence, i will apply swap for any new purchases till i see confirmed bull ^V^

^V^ Remember what i hv posted last week ? ^V^

^V^

I said :- short term uncertain, mid n long term ( till next cny ) bullish ^V^

Why ?

1) FED hv to cut its rate, is only matter of time, if not d coming one should be d next coming one, they got no choice !

2)If US really fall into recession, China "s local demand is more than enough to
sustain its economy growth for at 1 to 2 years time.

3)As known to u, when one currency fall, d other one will up, once USD depreciated, Asian currencies esp RMB n ringgit will definitely appreciate, thus fund will flow into Asia esp stock n property mkt ( u can see it from d rise of Hang Seng lately )^V^

4) Those days, we hv only one economy machine running, now is different ball game ! we hv India n China on d run, thus d impact from US recession will not be greater as b4, that's for sure !

It seemed I am very optimistic on d out look of Asia mkt, in fact, I am not !.. know why i wanted to quit blogging by 28 of Feb 08 ? coz i foresee there will be a world crisis towards d end of 2008, it could be earlier than that ! ha ha do i sound like a fortune teller ? to be frank..yes..i am ha ha ..don't ask me why i predicted so..i hv my reasons ^V^

Read d below :-

***

Asia/Pacific Equity Strategy
Start Buying Asia-Pac: +10% by Year-End
August 21, 2007

By Malcolm Wood, Ryan Tsai, Corey Ng

We see six reasons to buy Asia-Pac: This has been the largest bull market correction in 20 years, valuations are moderately attractive, earnings momentum and fundamentals are positive, the fallout from the US credit squeeze should be limited, Asia liquidity conditions are still strong, and sentiment has turned pessimistic. We have also raised our year-end index target by 3%, to 480.

Estimating the US Fallout: Impact on Asia Should Be Limited. The credit squeeze should keep growth sluggish in the US. The squeeze should deepen the housing downturn, slow job growth and lift the saving rate. Asia has four offsets to mitigate the US impact: re-directing exports, and gaining export market share; strong economic momentum and fundamentals; the liquidity boom; and potential political stimulus. We would avoid Asia stocks with large US exposure.

Country Strategy - Overweight China, Hong Kong, Malaysia and Singapore. In a context of slowing G7 growth and Fed rate cuts, our preferred markets are China and Hong Kong. In China we see significant upside earnings potential, while Hong Kong should benefit from lower US rates and China capital inflows. We raised Thailand to a neutral weight, given its progress toward elections. We reduced Australia, where liquidity is tight, and valuation unattractive. India stays underweight despite an improving rate outlook, given political uncertainty, high valuation and poor earnings revisions. In our model portfolio we overweight banks, insurers, consumer, property and telcos.

***