tag:blogger.com,1999:blog-2120579158674419972024-03-06T03:51:52.726+08:00Intelligent InvestingI don't want a lot of good investments. I want a few outstanding ones.value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.comBlogger20125tag:blogger.com,1999:blog-212057915867441997.post-4896771422241648612011-01-18T15:09:00.004+08:002011-01-18T15:29:20.933+08:00Small retail investors beware on SAAG - Don't try to be the last FOOLSAAG was introduced to me last year by someone close. After I went through its annual reports and financial statements, this stock is not good fundamentally.Another critical point to note is that SAAG likes to issue new shares to generate additional funds for the company. Business exists to make money, but why SAAG always like to "ask for money" fromits shareholders?? The increased number of value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-59939181774962217122010-12-29T11:28:00.004+08:002010-12-29T11:51:09.003+08:00Eurospan - Sell now or suffer laterEurospan announced a special dividend of 40sen which goes ex on 6 Jan 2011. The special dividend is good for shareholders as the company's ROE is pathetic: 5% in 2009 and 1% in 2010.Major shareholders are selling the shares aggressively, taking advantage of high share prices according to them (read the news in the edge).Expect more selldown after dividend goes ex! Target price RM0.70.value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-63379684936994065802009-11-15T11:26:00.009+08:002009-11-15T11:48:58.323+08:00A $500,000 Advice by Warren BuffettBen Franklin once said “If a man empties his purse into his head, no one can take it from him. An investment in knowledge always pays the best interest.” Warren Buffett heeded and he recommends you to do the same thing."Right now, I would pay a hundred-thousand dollars for 10 percent of the future earnings of any of you. So, if anyone wants to see me after this is over ... (laughter and applause)value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-16157274817860121452009-11-06T09:47:00.003+08:002009-11-06T10:23:16.628+08:00Why Warren Buffett Acquires Burlington Northern?Why Warren Buffett Acquires Burlington Northern? (my 3cents)The price is right. Buffett think he can earn meaningful return from the investment over the long term. I think Burlington is worth more than $200 if it is still listed. (Buy with wide margin of safety, or return of at least 100%)Management is the key to business success. Buffett is very very good at evaluating management. Passion, value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-78902749781179891032009-10-14T21:50:00.003+08:002009-10-14T21:56:46.078+08:00Something Brewing with ScicomScicom share price jumped to 40sen, from 28sen last month. Volumes are increasing, some people are accumulating the shares. Watch the stock! Do check out on my previous post on Scicom.value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-12780219902816724912009-09-18T17:49:00.002+08:002009-09-18T17:53:15.669+08:00Warren Buffett's Latest InterviewWarren Buffett to CNBC: No Regrets From Crisis Weekend One Year AgoHere's the link: http://www.cnbc.com/id/32867249Enjoy!Happy Raya! Drive safely :)value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-53801758302762855812009-08-29T17:45:00.009+08:002009-08-29T20:14:57.953+08:00Scicom Net Profit Up 44% yoy, ROE at 18%Scicom's net profit jumped 43.7% yoy to RM 8.701 million in the FYE June 30, 2009. Sales increased by 22.3% yoy to RM 144.672 million.The improvement is mainly due to increased billing from new projects secured during FY2009, gain from forex as USD appreciated vs RM, and contribution from educational division which was launched during FY2009.However, Scicom’s full year performance was value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-32849818954546185422009-08-20T15:41:00.005+08:002009-08-20T15:53:59.685+08:00Warren Buffett Has Something To Say About US EconomyOp-Ed ContributorThe Greenback EffectBy WARREN E. BUFFETTPublished: August 18, 2009IN nature, every action has consequences, a phenomenon called the butterfly effect. These consequences, moreover, are not necessarily proportional. For example, doubling the carbon dioxide we belch into the atmosphere may far more than double the subsequent problems for society. Realizing this, the world properly value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-12965326727434796272009-07-11T13:15:00.004+08:002009-07-11T13:30:02.663+08:00Warren Buffett's Complete Sun Valley CNBC InterviewWarren Buffett spoke tonight (Thursday) on tape with CNBC's Julia Boorstin at Herb Allen's Sun Valley media conference.He remains pessimistic about the economy's short-term prospects, saying the latest numbers from his Berkshire Hathaway companies show that consumer spending remains very weak.Buffett also says a second economic stimulus will probably be needed, but he warned that no one should value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-88059773824983418072009-06-26T09:45:00.004+08:002009-06-26T10:30:41.967+08:00Listen to the Great Investor Cum Businessman or Analyst?BECKY: The last time we sat down to talk to you was on May 4, and at that point you told us that you think we're in an economic war right now. How much progress do you think we've made in that war?BUFFETT: Well, it's been pretty flat. I get figures on 70-odd businesses, a lot of them daily. Everything that I see about the economy is that we've had no bounce. The financial system was really where value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-53772360010862453812009-05-14T11:20:00.024+08:002009-05-15T10:45:03.876+08:00Why Stock Prices Go Up or Down?Among the reasons given by market commentators are as below:Dow falls 184 on weak retail sales Asian Stocks Decline on U.S. Retail Sales, Commodity Prices Stocks drop on economy worries Dow inches up on energy; but Nasdaq, S&P off Dow up 50 as investors wait for key data (what a lousy headline!) Dow up on Apple results Retail, foreclosure reports drive down Dow Dow drops 778 as bailout bill value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com1tag:blogger.com,1999:blog-212057915867441997.post-29505098293511573262009-05-06T14:36:00.005+08:002009-05-06T14:51:06.129+08:00When The Intelligent Munger Speaks, You Should ListenMunger seldoms speak publicly about his thoughts on the economy or business. Hence when he speaks, you should pay full attention.--------Berkshire’s Munger Sees ‘A Lot of Agony Ahead’ in U.S.: VoicesMay 1 (Bloomberg) -- Berkshire Hathaway Inc. Vice Chairman Charlie Munger said losses in commercial real estate will cause “huge agonies” in the U.S. as the recession continues.Munger spoke today in value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-56013829425162864422009-04-29T15:01:00.004+08:002009-04-29T15:25:10.967+08:00Scicom - A Hidden Gem in MesdaqScicom entered into a 50:50 joint venture with AirAsia by the formation of a new entity called Asian Contact Centres Sdn Bhd. Will this be turning point for Scicom to become one of the largest call center operator in Asia? I'm looking forward to it!------------AirAsia partners ScicomAIRASIA Bhd (5099) has tied up with outsource contact centre operator Scicom (MSC) Bhd to service passengers value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-69160115923800371082009-04-17T09:28:00.003+08:002009-04-17T09:55:57.886+08:00To Invest Big Or Not At AllWhen you invest in a particular stock, how much money do you put into it? Is it 10% or 20% of your net worth (money available for investment) or more? Or just 2%? Most, not all (exceptions like Public Mutual and HLG Unit Trust), mutual fund investors invest an average of 2% in one stock. This is due to the fact that most mutual funds are well diversified - more than 50 stocks in each portfolio."value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com1tag:blogger.com,1999:blog-212057915867441997.post-41975168170790749472009-03-30T16:32:00.008+08:002009-03-30T16:55:56.692+08:00The Oracle of Omaha Has Something To Say About Market Forecasting"I am not in the business of predicting general stock market or business fluctuations. If you think I can do this (even Buffett cant do it!), or think it is essential (nobody can predict what the market will do especially in the short term and it is not important!) to an investment program, you should not be in the partnership."We dont buy and sell stocks based upon what other people think the value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-73551631504982335992009-03-27T09:40:00.011+08:002009-03-27T15:27:10.486+08:00Market Forecasting Made EasyHave you ever heard your friend or relative says, " This ABC stock (bought at RM1) will reach RM2 in 1-2 years time." Then have you ever wonder how they know that this ABC stock will go up in the future? Or they just pluck the figures from the tree?Someone (lets call this someone Forecaster) told me last year that stock A, listed on Bursa Malaysia, will go up to RM2-3 in 2 years time, when it wasvalue investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-64324536417822094212009-03-24T13:19:00.010+08:002009-03-24T21:27:44.750+08:00Time To Buy Stocks?Malaysians used to look at the indicators in the US market to determine whether their own market will go up or down. And it is considered a useful guide for many years due to the significant positive correlation between DowJones and KLCI. But that is not what I am going to discuss now.The US market went up about 7% yesterday. Every investor and speculator, i believe, expect the local market to value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com1tag:blogger.com,1999:blog-212057915867441997.post-534002594672660282009-03-21T13:08:00.012+08:002009-03-21T15:15:18.729+08:00Things to Avoid in Stock InvestingMy takes on THINGS TO AVOID in stock investing include:Buy high, sell low @ Buy when everyone is buying and vice versa. Lets say you invest when KLCI is at 1,300 (even every coffeeshop aunty and uncle is actively buying stocks). Why not you buy when KLCI is at 800 (when the same group of people is inactive in the market)? Plus dont buy when stock price suddenly goes up a lot and sell when it goesvalue investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0tag:blogger.com,1999:blog-212057915867441997.post-86715079547468803122009-03-19T09:20:00.001+08:002009-03-20T20:11:15.273+08:00Excerpts from Berkshire Hathaway Annual Report 1980"The value to Berkshire Hathaway of retained earnings IS NOT determined by whether we own 100%, 50%, 20% or 1% of the businesses in which they reside. Rather, the value of those retained earnings is determined by the use to which they are put and the subsequent level of earnings produced by that usage. ....... If a tree grows in a forest partially owned by us, but we dont record the growth in ourvalue investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com2tag:blogger.com,1999:blog-212057915867441997.post-48476297271297752142009-03-18T17:03:00.001+08:002009-03-18T17:45:27.870+08:00Business Valuation and Mr. MarketAccording to Warren Buffett, you just need to learn two courses in business school.1. How to Value A Business2. How to Think About Mr. Market and How to Deal with the VolatilitySo finance students, go and ask your lecturers on these subjects. If you cant get a good answer from your lecturer, then maybe you should change school. In my opinion, good lecturers seldom rely heavily on textbook, but value investing in malaysiahttp://www.blogger.com/profile/10164003788687186717noreply@blogger.com0