Friday 30 January 2015

My Stock Pick Performance (Jan 15)


As 30 Jan 15,

My stock pick 2015 as below:-

Jan 15: return: 9.44%

Uchitec and Homeriz dropped a lot this week and drag down the gain %.















Wednesday 28 January 2015

2 more trading days for Jan 15

2 more trading days left for Jan 15.

Will update the performance of my stock pick on 30 Jan 15.

So far, the result show good gain.

Wednesday 21 January 2015

Insider's Asia Top Pick 2015 - Really Outperform


As 21 Jan 15,

Insider's Asia Top Pick - Really Outperformed!!

Min gain also 6.03%

Good Pick....


Wednesday 14 January 2015

CSCENIC - 7202

CSCENIC export 77% of the product (wood frame) to USA.

Paid well dividend : 8 sen per year = 6.50% based on today price RM1.23

ROE slightly lower than 15%. The less meeting below criteria.

What will be coming Feb'15 result. Let's wait


PE < 15% ROE>15%
(3 years)
Profit Margin > 15% Debt Ratio < 40% DY>5% Payout Ratio > 50% Price to Net Asset per share < 1.5
Y N Y Y Y Y Y



Friday 9 January 2015

等一等,等它再下跌

等一等,

還記得去年十二月中,大馬股市大跌。很多好股都下跌到誘人的價格

同事一路來想買 xxx 賺取高股息 (DY ~8%), 當時股價RM1.4x.

她說如果下跌到RM1.34-1.35, 就買.

也許上天要成人之美,股價一直向下跌, 跌破RM1.34到RM1.30. 

她怕了, 說如果再下跌到 RM1.25-RM1.26, 就買. 

那裡知道股價向上爬了, 一直到RM1.50.

她說:..........

股價太高了。不能買了.早知RM1.30就買了.....


有時,投資是需要勇氣的。等來等去。等到老.



Tuesday 6 January 2015

Insider's Asia Top Pick 2015 vs The Busy Weekly Pick 2015 Performance Review (06 Jan 15)

The Edge Insider's Asia Top Pick stock and The Busy Weekly Pick 2015 as below:-

















3rd trading day of year 2015. So What is the Performance?

Bought each stock 1000 units.

The Busy Weekly









The Edge Insider's Asia











Busy Weekly = -1.2%
Insider's Asia = 0.36%

Round 1: Insider's Asia Won !!

Next Compare on 31 Jan 15...



Sunday 4 January 2015

Post#001_14

The Busy Weekly 2015 Pick


Info Reference/Source: The Busy Weekly 2015 Pick Vol 308

For details, readers are encouraged to subscribe the paper.  

6 shares been picked based on below criteria:-
(i) Net Debt to Equity < 50%
(ii) Price to Tangible Asset per share < 1.5x
(iii) Cash Ratio > 0.2x
(iv) P/E < 15x (based on market standard)
(v) Average ROE (3 years): > 15% 
(vi) Daily share volumeTransaction : > 50K
(vii) DY > 2%

1) DELEUM 5132
2) UOADEV 5200
3) FITTERS 9318
4) HUAYANG 5062
5) SUNWAY 5211
6) LUXCHEM 5143

Disclaimer: All information provided here should be treated for informational purposes only. The author should not be held liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein.