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Thursday, April 10, 2014

Buying SBCCORP


Buying SBCCORP. Got time only explain. Recommended by Kenanga and CIMB

For those who are interested to follow my transaction, please LIKE my blog Facebook.

http://www.facebook.com/PeggyMethod

Saturday, March 22, 2014

Buy Latitud, Email, Selling

1) Many people say buy Latitud stock, let me see.
2) Give me your email if you are interested to follow my blog.
3) May not blog the selling.


Latitude Tree Stock.
Saw many places people recommend to buy Latitud stock at around RM2.65. OK, Latitud PE ratio is very low, less than 5x or even lower. That day announced very good financial result, but Latitud share price didn’t really move up. Price up a bit then dropped back.

Why result is so good but price hardly move up? Maybe people already expected? Maybe already gone up from RM1.00+++?

For me, I don’t know the growth, because I really don’t know how to predict or forecast.


What can be our strategy?
We can buy now, because PE ratio is so low. And if they can maintain the profitability or register some growth for few quarters, then sooner or later this stock will fly. This is what I called Question Mark in BCG growth-share matrix in my 2012 article. Don’t know the future, but if predicted correctly the return can be very great. And once analyst start writing on this stock, the price will jump. Risk is of course the company having negative growth. Maybe Latitud profit is those few years good few years bad that kind of industry.

We can wait. Wait for what? We can wait for the price to drop then buy, but what if the price never drop. Wait for analyst report. Latitud result is so good, but we do not know the forecast. Analyst will do the forecast and if the forecast is good, the price will jump. But nowadays I see before the report is out, the price already up one or two days before. The price may be up before analyst report, too late.

If on Monday 24 March around this price RM2.65 or RM2.70, there is an analyst report out, then I will jump in and buy.

As you see, there are many strategies, each have its own pro and con.



Email.
Although my Zhulian dropped sharply, I still made money from that. Refer my previous posts. As you can see from my post this year, I have made contra gain from TGuan. I also made 50% from MKH based on the MKH share price now. 20% from OCK. I have never post on OCK except IPO time. But I did mentioned it was in my portfolio. Not bad for a start for this year.


As you can see I have been making money year after year. Losses from few stocks only (and small loss), but gain from many many many stocks with 100% 200% 300% gain. I am not an adviser and I cannot give advice. I hope we can have sharing of information. Thanks for those who highlighted Latitud stock. Long ago I have started posting my transaction, and if you follow my blog you will know that I keep making money, short term, medium term and also long term.

For those who are interested to follow my transaction, please LIKE my blog Facebook.


You can also give me your email. Will not display your email, just for me to send out notification. But I may not always email, depending on the availability of my access and time.

We share information. Thanks to a reader who sent me MKH post. Thanks to a reader who share with me Latitud, and thanks to few bloggers who share Latitud.

The email is for me to share information, not an advice.


Selling
By the way, I probably will not post my selling. If you look at my blog, I post lesser and lesser.




Once again, I have repeated many times, I am just an ordinary investor. Sharing my investment journey, not advice nor recommendation. Please consult your own financial adviser. Please read disclaimer clause.

I hope you guys also can continue sharing info with me.


Happy Investing and let us laughing all the way to the bank. Oops, I should say… Happy investing and let us laughing all the way to the stock broker.


For those who are interested to follow my transaction, please LIKE my blog Facebook.


Thanks




Sunday, February 23, 2014

How you can make >30% in less than 20 days

As posted in my Facebook and blog on 4 February 2013 that I’m buying MKH at share price RM3.0x, if “coincidentally” you also have bought MKH before me or about the same time, we have made >30%. Current MKH share price is RM4.11.

Freight Management result ok, still holding. Made few hundred % from this stock already.

Zhulian result not good, analyst said Zhulian fair value about RM2.8x. Zhulian share price dropped sharply, but still about the same price of my second entry price or just slightly lower. It is still way above my first entry price. They said Thailand crisis affected the profit. This stock is out from me for now.

If you have been reading my blog, you will know that more than 80% or 90% of my stocks are making profit, some are with huge profit with >100%, >200% or >300% gain.

Losses from few stocks with small % loss and only few stocks, but gain from many many many many stocks with more than 100%.

NOTE: Sorry I will not be able to answer most of your questions. Eg what I think of ABC stocks. Because I am not an analyst.

You notice I don’t write very detailed in the stock, because I am just an ordinary people don’t know much about financial, project, prediction, etc.

What is my secret of making huge gain year after year? Easy, many ordinary people can do it too. Thanks to a reader who highlighted MKH to me.

Formula: Just look at analyst research reports, look for low PE ratio, high growth, good dividend yield, good cash holdings or less borrowing.

Just like a reader, highlighter MKH to me, I told him I don’t know about what HwangDBS said, then he forwarded a research report to me, I saw it, low PE with high growth, I told him I feel ok, then I also bought it.

Many ordinary people also can do it, simple. I think many people can also do better than me. I’m quite lazy.

If you found a good stock, let me know and let me know why. Please don’t just say look at this stock and look at that stock. I got no time, I’m lazy and I don’t know how to analyse.

If want to share with me, let me know that…… Look at stock XYZ, low PE with high growth and recommended buy by XXX broker. Analyst has done all the tasks, I will try to look at the research report and make a conclusion. I only spend about 5 minutes if I’m interested or 1 minute if I feel I will not buy.

The stocks that I’m not interested do not mean that they are not good. If analyst say they are good, probably mean they are good. Normally can make profit from there. I cannot be buying few hundreds stocks. I don’t know how to analyse or predict. Don’t know which one is the best. So the most simple ways is to look at PE ratio, Growth, Gearing, and dividend yield (PEGGY Method). Buy some of them, and profit will come, of course exclude some wrong decisions (very low %).



Please share good stocks with me.

Happy investing.


How to be happy? In football if you play beautiful football but still lose, happy? I think happy means win titles. Play badly but still win? I think will be happy. Of course, play beautiful and win is better, but win is more important than beautiful.

For me, happy investing means invest and make money. You may be laughing at me, I know nothing but just some simple thing. No detailed, no deep analysis. As long as I can make good profit, I’m happy to keep it simple, rather than so complicated but didn’t make money.

To follow on my transactions, please like my blog Facebook.
Thanks analysts.



Happy investing.

Tuesday, February 4, 2014

Buying MKH



Why? PE Ratio low with good growth as stated by HwangDBS and they give MKH target price RM5.40. Current MKH share price is RM3.0x.
This MKH is the Metro Kajang. Their plantation is bearing fruit.
Just worried about the property market, their current main profit contributor. And also the stock market sentiment, dropping every week.
Dividend is normal only, gearing is manageable and is reducing
Start accumulating.

Kajang by-election, any goodies from Government to Kajang area that may contribute positively to MKH?


Market is dropping, still can buy? I try not to predict the market. Furthermore, have been net selling during the second half of 2013. 

If you have been reading my blog for the past few years, you will notice that I do not need to predict the market but still can make money.




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Tuesday, January 21, 2014

How I Made 8% Today and SCH GROUP BERHAD IPO



This morning before 10.00am as posted in my blog Facebook and my blog, I would be buying TGUAN for contra. The TGUAN share price dropped  a bit after I have purchased, and then immediately went up and closed at RM2.32 (up 12.08%) or 8% from my purchase price.

Why I buy?
1. As you know, TGUAN is in my portfolio, and I’m monitoring this stock.
2. This morning I saw this stock got a bit of volume and buying interest, and it looked like it is “COMING”.
3. What happen if it is a false signal? TGUAN is not a bad stock, the PE ratio is cheap, not worried too much.


As it is for contra, I’ll sell whether is up or down. If down sharply, maybe consider to hold. Now already up, will sell within contra period.


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=====

SCH GROUP BERHAD IPO.

Opening of application  21/01/2014
Closing of application     27/01/2014
Balloting of applications                29/01/2014
Allotment of IPO shares to successful applicants   07/02/2014
Tentative listing date      13/02/2014

INITIAL PUBLIC OFFERING IN CONJUNCTION WITH THE LISTING OF SCH ON THE ACE MARKET OF BURSA MALAYSIA SECURITIES BERHAD COMPRISING:-

(I) PUBLIC ISSUE OF 90,692,000 NEW ORDINARY SHARES OF RM0.10 EACH IN SCH (“SHARES”) ALLOCATED IN THE FOLLOWING MANNER:-

• 13,000,000 NEW SHARES AVAILABLE FOR APPLICATION BY THE MALAYSIAN PUBLIC;

• 13,000,000 NEW SHARES AVAILABLE FOR APPLICATION BY OUR ELIGIBLE DIRECTORS, EMPLOYEES AND BUSINESS ASSOCIATES/PERSONS WHO HAVE
 CONTRIBUTED TO THE SUCCESS OF THE COMPANY AND ITS SUBSIDIARIES;

• 19,662,000 NEW SHARES BY WAY OF PRIVATE PLACEMENT TO SELECTED INVESTORS;

• 45,030,000 NEW SHARES BY WAY OF PRIVATE PLACEMENT TO IDENTIFIED BUMIPUTERA INVESTORS APPROVED BY THE MINISTRY OF INTERNATIONAL
 TRADE AND INDUSTRY; AND

(II) OFFER FOR SALE OF 32,980,000 SHARES MADE AVAILABLE FOR APPLICATION BY WAY OF PRIVATE PLACEMENT TO SELECTED INVESTORS,

AT AN ISSUE/OFFER PRICE OF RM0.23 PER SHARE, PAYABLE IN FULL UPON APPLICATION.

====

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Thanks



Buying TGUAN for contra

Buying TGUAN 7034 for contra.

Saturday, January 18, 2014

How my fund up 54% and better than KLCI again

Year 2013 has been a good year, where my fund recorded an increase of 54%, performed better than KLCI (up only 10.5%).

2010
KLCI up 19.34%
My Fund up 35.9%


2011 KLCI up 0.78%
My Fund up 27.3%


2012 KLCI up 10.34%
My Fund up 19.77%


2013 KLCI up 10.54%
My Fund up 54%



I really don’t know how to rate my fund performance in 2013.


Performed much better than KLCI. GOOD.
Many stocks have risen 100%, but my fund only up 54%. BAD.
Saw many people recorded up around 20%, and mine is better. GOOD.
Sold quite a bit of stocks and hold more cash, but market kept going up. BAD.


I decided to buy The Edge magazine and look at the performance of the unit trust or mutual fund. There are many types of unit trust, and I focus only on those investing in Malaysia equity.

There is no exact comparison because my fund is from 1 January 2013 to 31 December 2013, but The Edge magazine is recorded for one year period 3/1/2013 to 3/3/2014. But there are only few days different which will not have major impact.

Note: My fund actual figure is up 51.4%, and I added about 2.6% because of the huge charges and fees debited into my fund. You may refer to my article on how my fund was started and why there is some huge fees. But to compare with unit trust, I prefer to use net 51.4% because most unit trusts also have fees and charges, don’t know how many %, probably much lower than 2.6% per year.

Under the title Equity Malaysia, average up 14.72% and 13.76%, highest is 44%.

Under the Small and Medium Capital, average is up 27% and 32%, highest is 62.25%. Ok, this fund beat my 51.4%, but their three year period is only 63.45. My three years period is much higher than 100%, I think is >120% compounded.


There I look at the whole 2 pages of The Edge, if I didn’t miss out, there are only two funds higher than my 51.4% for one year period, the 63.45% and another one 61.92%.

This 61.92% fund is on pre-IPO, I don’t know what that is and I think cannot be compared because probably it is pre-IPO investment.

There are few hundreds unit trust fund there, and for me to get 2nd place or 3rd place, I think my fund performance was quite good.

NOTE: The average figures show, many unit trusts have performed much better than KLCI.


How I was able to achieve good return in 2013? Look at some of my stocks prices in 2013.

Boilerm    up 192%
Scientex   up 78%
Zhulian up   72%
Pantech   up  44%
SKPRES DOWN 13%


Note: It doesn’t mean that I made the stock % in 2013, because I may have bought additional or sold some.

Other stocks also gave me good gain, eg Huayang, P&O, Freight Management, etc etc. Losses include Jaya Tiasa and OCK.

Together with bonus issue, dividend, and special dividend, that is why I was able to archive 51%.


If you think my fund performance is bad, I agree with you, because I sold many stocks too early and kept too high % in cash, and made few mistakes too.

If you think my fund performance is good, I also agree with you, because my fund performed much better than KLCI.

If you think that my fund performance is good, does it mean that I am good? NO! It is not how good am I, it is the simple methods that I’m using.

1)      Look through research reports. I don’t know how to do forecast, but we have analysts. Thanks.
2)      Use PEGGY Method to select stocks recommended by analysts.
3)      Keep investing. I use Dollar Cost Averaging as a guide.

With these simple methods that I was using, results have been good for me for the past few years.

What is PEGGY Method or Dollar Cost Averaging can be found in my blog. Not to post again because I have mentioned many times.

In the future I will not be able to post my yearly fund performance, because I will be using the fund to do something else, and will not be able to compute the yearly performance. Personally I feel a bit sad because I had a 20 year plan from Jan 2010 to Dec 2029. I thought with that 20 years records I will have some solid proven records. Too bad.


I will also not be posting any of my stocks that cross 100% because with the free warrant, bonus issue, dividend, etc, it is not easy to keep record and compute. I think I have posted enough of all these.

I will continue to post any stock that I think is good.



All the best for 2014 !!!


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Disclaimer

Disclaimer Clause
The information contained in this blog is my personal diary and has been prepared solely for myself. Without any previous reading material or discussion, by just reading my blog contents, reader may misunderstand the contents.
All the contents I am talking to myself and most contents are hypothetical or imaginary.
This blog has been compiled in good faith, with no intention to cause hurt, loss, or any trouble. No representation is (either express or implied) as to the completeness or accuracy of the information it contains.
This blog also is not an advice, recommendation or an invitation to buy or sell or invest in anything, eg shares, futures, derivatives, gold, etc. Consult your investment adviser before making any decisions.
The copyright of the material contained in my blog remains solely with me. You shall not copy, reproduce and / or distribute this information without my permission.