^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 ?