^V^ Still remember what I posted last October 2007 ? ^V^

Samgoss said...

Rookie, is 28 Feb 08 is d date to sell off all yr shares ? my answer is : I dont know " , no matter what, i will stick to my initial plan, sell along d rise ! minimise yr portfolio when mkt going higher n higher ^V^

D reasons y i want to dispose most of my shares by 28 Feb 08 !?

1)D bull was started at beginning of 2006 ( check yrself :-Hang Seng, SSEX, STI n Kopsi ), according to history, d life spend for bull is around 18 to 24 months +, SSEX n HangSeng r at historical high in fact it is already sky high ! due to olympic effect + more fed cut ahead, i forsee there r still strength for Asia stocks to move for another 3 to 4 months, couples with traditional good month for year end n CNY, I think mkt momentum is still there from now till CNY. no matter what, always remember d golden words " there is no forever up mkt n also no forever down mkt " ! hence , i decided to minimise my portfolio to at least 1/3 by coming 28 Feb 08.


2) According to my 8 zhi =birthdate ,next year is a bad year for me n those who r same age with me , next year is not a year of attack, it is year of defence ^V^

Is my 2nd reason acceptable by u, ? well.. different ppl has different believing, i believed in fate n feng shui, when d luck n strength r not on my side, i will choose to retreat ^V^

AM i sound like feng shui lo ? ha ha..to be frank :- I AM :}

October 27, 2007 1:33 PM

***

See how Ma How Pau uncle sam is ? ha ha , my timing is abit out.. sighhh ! she came one month earlier than my estimation !

I have changed my strategy from hold to " hit n run " ! first , I am minimising my portfolio by selling off 2/5 of my mahsing @ 1.85 for some profit taking , later on , I will sell my other stocks on strength b4 CNY , I dont think KLSE able to climb above 1,420 b4 8 of Feb !

As can be seen, mkt sentiment getting weaker , SSEX is crashing , volume is thin, d most killing part was " Mkt confidence is not there anymore " everybody waiting to dispose their stuck shares ! how to rally up in short term ?

Is there any GE rally after CNY ? after recent plunge , I think d GE rally is only applicable on certain political stocks only , it wont spread across d board like what we predicted b4 d world mkt slump !

When time to retreat , RETREAT ! no stocks can go against d gravity in bear mkt ! be it FA or Non FA stocks ! d different is if u r buying FA stock , u will be benefited in long term but u hv to lose some opportunity n holding cost !

Though my target of 700K gain by this coming 28 Feb had gone with d wind after d recent slump , but to maintain my 568K realised gain shouldnt be a problem for me at all ! just like what d great WF said :- To make money from shares mkt is dont "LOSE " !

The attached picture is actually an ancient Chinese astrology called iching , take it as a guide for yr shares investment 4 year 2008, fyi, it did talked about "strength in metal " last year , look at how metal performed today !? believe it or not ? u decide ^V^

^V^ D basic of Feng Shui ^V^

^V^

Feng Shui :- many thought feng shui is bullshitting n baseless, let me give u an example.. what is feng shui, feng shui is to find a best place for someone/something to stay so that he can get better luck /energy/ability to achieve what he wants .

Example.. if u have a racing F1 car, if u put her on grass track, her performance will definitely come down as compared to putting her on racing track .

This is what u called Feng Shui, put things at d right place ^V^

If u r fated to hv 1 billion in yr life , U will get all d 1 billion if u r staying at right feng shui ( right place ).

If u stayed at wrong feng shui ( wrong hse ) u will not get all d fated 1 billion , may be u will only get 500 million !

If Li Kar Sing 's son is fated to hv 100 billion in his life , he may not get all d 100 billion if he stayed at wrong place..but no matter what... 100 billion or 5 billion , he is still a rich bugger ! this is called fated life !

Feng Shui can enhance u to maximise what u suppose to have, without it, u may not get as what it has fated 2 u by god.


Tay Hong Piow, Li Kar Sing , Li hong Kay ,China Government , stanley Ho & many more... all believed in Feng Shui, u dare to call them unsound man ?

Make it simple, a FI racing car which can run 400km/H on racing track, if u put her on grass track, do u think she can maximise her limit ?

If u r fated to hv 100 mil in yr life, staying at right feng shui ( hse) will enhance u to maximise what has fated to u .

This is Feng Shui ^V^

U may come n ask me..Y I am still poor after consulted by feng shui master ?

Well ^V^ simple !

Coz u r not born as a F1 racing car, may be u r born to be a 100KM/h kancil (Fated life ), therefore, even if i put u on racing track also ,u will never achieve d speed of d F1 car.

Although u cannot run as fast as d F1 car, but putting u on racing track will make u run better n smoother as compared to grass track. in short means make yr life easier n smoother.

1)Fated life ( 1 命 )

2)Luck ( 2 运 )

3)Feng Shui ( 3 风水 )

4) Karma ( 4 阴德 )

5) Study or education. ( 5 读书 )

To those so called educated n civilised ppl ,if u think reincarnation n Jesus came alive after death r not supertitous , why Feng Shui is so supertitous in d eyes of u ? just bcos there is no scientific proof on FS ? perhaps u should show me d scientific proof of Jesus came alive after death n also reincarnation.

can u ? Mr civilised ?

I believed in Buddha that's y i believed in FS too ^V^

^V^ 天時,地利,人和 n Portfolio as at 10 JAN 2008 ^V^

^V^

KLSE volume increased handsomely today, seems like we r on d right track to CNY bull...Ringgit closed at all time high, based on our strong ringgit traded today , it is confirmed that FF started to move their fund in KLSE.

Herbert , u r correct, there r still many good laggard FA stock which r still standing like a dead fish despite d strong rally by KLSE !

No doubt, if u buy FA stocks, sooner or later u will be rewarded but one must understand u will lose quite a lot of opportunity cost if stocks that u choosed r laggard !

Sun Tze art of law said :-to win a battle handsomely u must hv d below criterias >>

天時

地利

人和

Everybody know what is 天時,地利,人和.

Just like what i hv commentted in my previous posting of "Low PE ", :- u know it doesnt mean u understand it.

U understand it, doesnt mean u know how to apply it on stocks.

I will do a write up on 天時,地利,人和 b4 i cease blogging by this coming 28 FEB, u will understand better why sometimes my timing of stock picks can be so accurate !

Just a brief one :- Plenitude ,Metro Kajang n Bkoon, they hv 天時 &地利 but they hv no 人和.

Though地利of my Ranhill @ 1.395 is not as good as Plenitude n Metro kajang, but she has 天時 n 人和 for support, that's y she can come up so quickly from d bottom !

Among d three , for me.. 地利 or fundamental is d most important factor, if u hold 地利 stocks, U may not be benifited in short term but over d long run, u will get what u want. example stocks like PPB ,PBB,YTL ,IOI, Maybank n Genting...

天時 n 人和 without 地利 is actually speculation or rumours buying, it works sometimes but most of d times u wont get what u want !

If u r going for short term play , u need 天時 n 人和 to try yr luck. but if u want to play safe n maximising yr profit with limited fund , u need three of them ^V^ coz u hv 地利 to back u up even if 天時 n 人和 failed u !

Someone said volume indicator is actually a TA method ! sorry dudes! u r wrong ! U dont need to be a chart expert to know that there r something on going if u see huge volume traded ! just like u dont need to be a scientist to know there is rain coming soon if u see thunder n lighting in dark cloud !!
***

Touch a little bit on PE :-

know y masteel can come up so fast from behind ? it is bcos of its LOW PE 0f 4 at 1.35+, 20% increased in steel price will sent her to PE 2 if she still traded at 1.40+-, therefore, she is taking d lead now even with gearing higher than Onastel ... i think is time for onastel to do d catching up...

Some one said high PE stand for high prospect of d said compay .. well... do u need a second thought ? ? by saying that means u only know what is d defination of LOW PE but u dont 100% understand what is LOW PE !
Tell me, is Repco traded at PE 100+ in year 1993 stand for high future prospect ?

Most of d stocks in china r selling at PE > 60 now.. that's y warren buffet n li kar sing asking ppl to take extra caution b4 they jump in... not over value n in mid bubble stage for china stocks ? still think that china stocks r more prospect than others ?

By asking ppl to buy high PE stocks , u r actually asking ppl to buy over value or costly stock !

Dont mislead newbies if u yrself dont even understand what is low PE stand for !

^V^ Portfolio as at 2 JAN 2008 ^V^

^V^
I hv taken profit of RM 11,307.00 in d month of DEC 07 (Thanks to Liondiv n Masteel ),unrealised profit is now stood at RM16,257.00 ^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 320% or profit of RM575,006.50 !

What I did in Dec 07 :-

I hv taken profit on Masteel at 1.61 with profit of RM7,747.00 .

I hv also taken profit on Liondiv at 2.07 for 20 lots with profit of RM5,380.00.

I hv swap 35 lots of engtex @ 0.695 to 50 lots of ECM at avg cost of 0.852.

In d same time, I also bought back 5 lots of liondiv @ 1.89 & 9 lots of Mahsing @ 1.82.

As it can be seen from d attached pictures, I queued to buy masteel at 1.65 this morning, unfortunately nothing is done ^V^ luckly I managed to get 10 lots of Hiaptek @1.94 , as expected, demand of steel is going very strong with another 20% hike in steel price, We will see another 15 to 20% upside potential for steel stocks to rise in d coming months.

Hiaptek has been hanging around 1.80 to 1.95 for quite some time since Oct 07,its year high is around 2.40+ with bottom support at 1.75+ , seems like steel stocks r gonna to be d next theme play, with d huge volume traded by Hiaptek today, I am confident that there will be another 20% rise for Hiaptek.

In term of value n PE , Masteel is much better than Hiaptek, just that i cant overcome myself for buying something which is 20cts higher than what I sold..ha ha I rated Hiaptek as a trading buy for short term from now till 28 FEB 08.

From d Macro economy point of views, RMB will appreciate further with d tighthen monetary policy imposed by d chinese gov , thus, Asia currencies will follow also even without any int rate cut by d FED. still d same old story, Asia stocks r highly bullish in 1st qtr of 2008 , hold on to yr existing shares till 28 Feb or date announcement of d coming GE whichever is earlier, after that, sell n minimise yr holding ^V^


Happy trading ^V^