LionInd : At 1.32, intraday low at 1.29. Seeing 1.20 to collect?

This is post no. 584 well, 584 being used by my Penang-hokkien grandma, refering to a 'hamsap' person. Hmm ... what is the English word for it? Is it 'miang' in Malay? Hmm ...

Anyway, since I m talking about numbers, perhaps I could write about it today!!

What's in the number?

5.45 pm : Not feeling well to write.

TEH

9.05 am : KLCI down 1 point, Maxis down a little. LCL going below 0.40 and E&O lowering to 1.03 now. Time to re-consider to buy below Rm1.

GPacket and GPacket-wa continue to dive ... the craziness seems to subside. Reality seeps in.

9.15 am : KLCI down 2.5 points. I hv to continue to pack.

9.30 am : Maxis going to 5.35 level, KLCI at minus 4 points.

ALERT : LionInd at 1.31, E&O at 1.04, TA at 0.775, LCL at 0.375, Hevea at 0.62, DRB at 1.02, TAS 0.75, IJMLand 2.23, Efficient 0.205, ETITech 0.475, Redtone 0.31, GPacket 1.07, SAAG 0.195, KNM 0.785, Petra 1.77, LionDiv 0.445, Equine 0.435, RCECap 0.64, Jaks 0.765, Kurasia 0.72, Hubline 0.22, LFECorp 0.26.

11.55 am : Kossan touched 4.84, but rebounds now to 4.89. Getting in soon.

TA Global will be listed on Monday? Will that help the mommy? Well, I m given few of TAG, but have not checked on its details. I do believe TAG will do well. I m looking at 2-4 years time frame for TAG.

To me, there are still many GOOD stocks to buy, with mid to long term views. But, to ask anyone to point out one or two particularly will do extremely well could be asking for the sky. IF I know, I will stop most of my search, place 90% of my funds into that one/two stocks ... and WAIT. Yes, I can wait for 3yrs IF it surely giving me 5-10 folds my capitals!! We diversify as we are lack of confidence to go all out(but W.Buffett said diversifying are for birds!!) and we want to FEEL safe. If my ABC go bust, I still got XYZ to cover.

So, in my views for property-stocks are still worth collecting. No doubt they are no longer 'cheap' in valuations compared to the the low-Mac(dont dream of that level, unless WAR erupted between US and China). Some construction counters really worth to take a look.

Learning Corner

Valuations : This is for the some newbies following many blogs including mine. When they said CHEAP, they are NOT refering to the stock prices. This is a VERY common view of novices/newbies.

For example : When I told someone 3/4 months ago(thru e-mail) that the stock I would like to have in banking is CIMB at 9.50, he replied that it has moved up and it is expensive. Expensive? Perhaps he was refering to the stock price. So, I suggested AMMB, another banking stock I like. It was at 3.50 level at that moment. I dont know if he bought any of both, but my guess is NOT. It is expensive, see? Oh yes, I remember I told my friend LL about AMMB, it was at RM3.00+ and she replied spontaneously too : It is expensive. I think they meant the stock prices.

For example, they will say DIGI at RM20+ is expensive but Maxis at RM5.40 is cheap. Over the facebook, I chat with a young-chap who is into investing, talking about Maxis. I told him ... it depends on your time frame. yes, holding and for dividends, it is good. When I started to speak about Maxis business besides the 012, and they are listing the local operations and such, I can see he is buying/talking about buying because that is the in-thing at the moment. So, is Maxis expensive? I do feel so.

P/E value is widely used for valuation of a stock. Of coz the lower, the better. Stock prices goes up, PE up. Earnings up, EPS will go up, bring the PE lower. Simple Maths, right?

P/B or P/NTA are another two common ratios to be used(depending on the business based la). I m still a novice, and I do learn all these thru books, readings, net, papers etc.

Another common misunderstanding is to compare an apple to an orange. KNM at 0.80 is cheaper than say, LionInd at 1.30. At times, I wonder how a person to speak something like that ... it is common sense to me. Even from the same sector(O&G or Steel), one could not really compare two counters in such a simple manner. Again, I m speaking at FA point of view.

Valuation is for those looking into fundamentals(yes, I m more into FA, some TA, some SA plus PA). For investors, with mid to long-term, FA is a must ... a stock move due to its businesses. I m not refering to those goreng-goreng counters which move up 20% and down 20% in a day. Some shoot 100-200%, only to see the huge dive the next day/week. That is PA.

FA = Fundamental Analysis

TA = Techinical Analysis (also my Tony-Alicia. hehe)

SA = Sentiment Analysis (guts feeling?)

PA = Punting Analysis(what analysis if u just punt? Hmm ...)

RA = Rojak Analysis = the sum of all/part of the above.

RA = 0.6FA + 0.2TA + 0.1SA + 0.1PA. <--- that is the formula for my analysis, I think. Haha

RHB's forum : Discussing if Maxis is still cheap. Only a few know about valuations. I need to mention a person called Canon Ling who was LAUGHING at those losers using FA. Hmm ... either he is young and arrogant or must be losing lots of money with his TA(I doubt he is very good in that) or rather PA.

10.50 pm : I just posted a lengthy post in RHB's forum and that might be the last I wanted to pen anything there. I dont know ... I found many of them dont really know what they are talking about or perhaps, I dont understand what they are trying to point at. Anyway, I simply cant tahan Canon Ling who laughed at the fundamentalists. Sigh. A teacher always a teacher ... not teaching Maths, teaching about investing. Haha. Macam pandai-pandai je ... hehe. We are all learning from each other, I believe. I will continue to learn ...

Posted in RHB's forum

Hi, I was speaking about valuation of a stock this morning, and surprised that many talking about Maxis is cheap??! CHEAP as it is at RM5 level, while DiGi at RM20? Hmm ... someone do need to learn about valuations here. We DO NOT value a stock by its price, please. SingTel at SGD3 level (x 2.5), is it cheap? How about TM and TMI(Axiata) ... which one is cheaper? TM at RM3 is cheaper, right? NO.

For investors, FUNDAMENTAL is the most analysis. INVESTORS like Warren Buffett and many more do not look at stock prices. They will see valuations. Learn that, we could be good in our investment in longer time-frame. Someone here arrogantly laughed about fundamentalists and calling them 'losers'. Excuse me ... you cant be richer than Warren Buffett, I bet.

We should NOT compare FA or TA or whatever-A you called it. I called it RA(rojak analysis). we have our own ways of analysing our investments, and mind you ... do you know why 80-90% lose out to Mr Market in long run? You might profit well in 2009 as market moves higher, but bet you cant beat Mr W.Buffett in looong term investment. Do you know WHY? Taking lessons and being humble to learn could be the FIRST step we should take .... to survive in the markets, and gain from it. Ok, I rather write these in my blog(LOL) than sharing with some who dont even know what investing is about. Dont you laugh at me as I m a loser too.

Next thing, Aaron wrote about rubber. Spot-on, buddy. Rubber-stocks outperform KLCI and will continue to outperform most of the sectors for its FUNDAMENTALs strength. Excuse me, we are talking about INVESTING here, are we? For those punters/gamblers, we win some, you lose some kinda of mentality, we are just different individuals. yes, RUBBER stocks will do well, forward into 2010. Rubber-stocks also resilient due to their fundamentals. Ever heard of buying at the dips? I m aiming at Kossan again, actually.

Enough said. At times, I read those posts wondering if they know what they are writing or they are merely making fun, using the forum to show their plain ignorance about INVESTING. I m seeing myself as a novice. I m here in the forum to learn from some who make INVESTING sense in KLSE. I do appreciate RHB coming up with such a platform for us to share. Lets us use it for our benefits, to share info and such. I apologise if I offend anyone here, not my intention anyway.

Happy INVESTING, with good fundamentals.

TEH

http://www.juhlwind.com/ <--- a buy call on this WINDpower company. Hmm ... OTC stock ...hmm ...

TEH

China ZR : 52 week range 0.125 - 0.619

4.00 am : DOW down by 100 points, as USD bounces and oil retraces to 77.

New Energy sector in China - a booming sector?

Sino Dragon (fka China ZR) (code : 2960, formerly 0395) : I will be watching this stock closely. At 0.325, the potential could be huge. Its P/E at 13 level. There is substantial increases in their cash. But recent interim report showing they are making a loss!!

Details of the press conference are as follows:

Date : 26 November 2009 (Thursday)

Time : 3:00 p.m.

Venue : Victoria I, Level 2, Four Season Hotel 8 Finance Street, Central, Hong Kong

Contents :

1. Reasons of changing the Company's name from China Zirconium Limited to Sino Dragon New Energy Holdings Limited and introduction of its future plan.

2. Introduction of the Company’s recent energy projects or projects to be commenced.

3. Introduction of the PRC government’s policies of new energy and the classification of new energy.

4. Prospect of new energy development in China

http://en.wikipedia.org/wiki/Zirconium <--- what is Zirconium?

While I may be interested to know more about the chemical characteristics of this element, I dont have the time to read about it. I m more interested with its industrial usage and its applications in commercial environment. Then, I will look into its resources and such .. till the LISTED-companies which deal with this element!! Yeah ... in the business sense and investor sense.

What makes me lead to ZR? It is also used in new energy materials and rechargable batteries!! Yeah, I was reading about the green-car and such, and bumped into ZR. Being a ex-science student, obviously I was curious. I started to look into this company 2/3 weeks ago ... and placed it in my new-energy or green-energy or alternative energy or what-u-want-to-call-it energy list. So, I m NOT recommending a BUY call, right? I m merely stating what I hv been doing ... when I m doing my research on alternative energies. I hv been doing that since last Dec - Windpower still my favourite, but batteries sector worth looking into too.

TEH

12.50 am : DOW still in red ... I need a sleep.

9.05 am : MAXIS ... at 5.50 level now, up 10% in the opening. Today's KLSE turnover will be huge, partly from Maxis. Welcome back.

4.25 pm : Just done with a tuition class, in the morning went to Perodua service center for servicing my Kancil. It costs me RM250. Ouch. I m trying to imagine how much those driving bigger cars maintaining their cars. Perhaps, when u r driving those big cars, you could afford the maintainace fees?!

Maxis at 5.40, and as expected KLSE's turnover is the largest for a day, at RM2.5b now.

KLCI is flat bur HSI lost some 200 points.

LionInd at 1.33, E&O at 1.05 and TA at 0.78. All in REDs ... just wait n see.

BJToto going below 4.30, and its baby at new low each day ... waiting to rebound?

SPSetia-wb at 0.505 ... how low SPSetia could go? Hmm ...

In RED ALERT : LCL, Scomi, Redtone, Hevea, Kurasia.

TEH

10.40 am : KLCI down by 2 points, Dialog making a move today. I have sold it off one/two months ago.

As packing and shifting occupying my mind, I woult not be seeing markets.

12.50 pm : Nice lunch at mamak-shop in Donggongon. I still prefer Sabah 'easy-going' lifestyle anytime. I spoken to my current CEO this morning and if I want to stay-back in KK, I can. My wife is excited about the KL change, but also in 'fear' of change. It is understandable ... the 'unsafe' news in KL, with so many immigrants now. Plus the jam ... jam ... I prefer peanut butter!

For those rats in KL, they may not know Sabah, a very nice place to work + relax. We have mountains, rivers, natural parks, beaches, sea, islands ... all in vicinity!! I m at the small town 8km away, with the library here(not crowded) ... relaxing, enjoying my reading, bringing my son here in the weekends/holiday. Then, if ... say, I want to go to beach for a coconut-drink ... it is less than half-hour drive to KK city!! Even those gov-depts are "nearby".

To a Sabahan, 10 km is FAR ... 15 minutes jam is VERY stressful. Brought up in KL, I should know the situation in KL. The rats in KL do not go to parks, they prefer malls. Bigger malls, with more and more new products to check it out, and see if we should own them, keeping up with the Jones.

Hey, our neighbour just bought the latest water-jet to wash their new Prado, should we buy a more powerful water-jet? Oh yes, since we will be having the latest water-jet, dont u think so our VIOS need to be changed too? We have been with her for 2 years. Besides, to show that we are environment-lovers, we should be driving the new green-car by Toyota, PRIUS.

Venue : Donggongon Library, Sabah
Time : 1.25 pm

I m going to spend my 4 hours here, before bring my son to the park to play, and my family to One-Borneo(the lastest and largest mall in KK) for some shopping. I will be glad to digest a few magz and it has been 3 weeks since the last time I m here ...

1. Malaysian Business : 100 largest listed companies in Malaysia.
2. Business week :100 best Global Brands
3. Time : China's moment
4. National Geographic : Solar Power
5. The Economist : The vote that changed Japan
6. Smart Investor : A 'chip' of the new world order.

I have these six magz with me, and will be glad if I could done with the first two. WHY is there a need to read these magz/news/articles? Hmm ... many reasons but I think it is because I LOVE education and knowledge(otherwise, I couldnt be in education line for 20 yrs, ok?). Yes, for example ... I amazed myself by being able to list out the 100 largest listed companies. I used to know 100 countries and their capitals during school time. I think I still can list those out ... but then, my grandma will ask "Know the countries and capital can earn MONEY arr?". True to the point ... so what if one knows the top 100 listed-companies? Can earn MONEY arr? Hmm ... can, actually ... if we know how.

1. Sime
2. Tenaga
3. PetDag
4. MISC
5. Maybank
6. MAS
7. IOICorp
8. Shell
9. UMW
10. CIMB
11. Esso
12. Axiata
13. PBBank
14. Genting
15. TM
16. MMCCorp
17. KLK
18. Titan
19. Boustead
20. YTLCorp

Well, I will pause here to do my readings ... enjoy.

2.40 pm : Kossan and Supermax down another 1+%. Looking into them ...

3.05 pm : CWP has been retracing since touched 1.02, and at 0.95 now.

3.35 pm : KLCI at 1275, down 4 points. It is rather cold here, I m going home.

SPSetia-wb : At 0.515 now.

8.20 pm : LionInd closed at 1.35(RSI 36), time to consider ...

TEH

LCL : Worth considering? Will it rebounds strongly?

DOW up 136 points, as we are seeing crude oil reaching for USD80. Gold at 1140 level, as USD going below 75 level again.

I was listening to CNBC, talking and discussing about OIL. Yes, oil as a commodity and also a financial assets. The continuous weakening in USD will only see oil being priced higher. Coupled with the anticipated global(actually it is China) economic recoveries ...

9.05 am : KLCI up 4 points. TA up to 0.80 now. Efficent and Redtone moving too.

Affin in profit-taking but can PUNT in. LCL still going south ... 0.50, here LCL comes.

9.45 am : KLCI up 10 points. LCL touched 0.50. Hevea continues it strong run, at 0.78 now.

WaSeong-wa was at 0.34 two weeks ago, at 0.40 now. AnnJoo-wb reaching 0.70 too, from o.63. But, GPacket-wa still diving into red sea ...

12.45 pm : Petra on sales ... at 1.83 level now. Rubber-stocks on sales today too. KLCI closed 3 points higher for lunch. LCL top the water-fall list, GPacket too.

Affin-wc which was at 0.15 yesterday, shot up to 0.44 level and at 0.305 level now. I hope not many punters got caught in the TRAP those bigger buaya placed. I certainly being bitten before by buaya ... that explains why I m in fear of such situation. Buy high to sell higher? I will rather wait for those counters I stalk to buy when it is at correction period and WAIT ... now, patience is virute and something 'missing' in most of us who wish for quick profits? Me, included of coz.

So, I will read more and think about LCL or Petra. When oil prices going up, could these two benefit? LCL is not an oil-counter, of coz ... but many of their projects are using oil-money. When the founder solf his stake, something 'fishy' ... so, the OVER-reactions are to SELL your stake too. How about Petra ... linking with PetraEnergy? I have not do some investigation on them and hope I will tonight ... need to continue to move my limbs.

2.45 pm : KLCI at 1280 level, LCL going below 0.50, at 0.48 now.

CWP : I hv a queue to clear all my remaining at 1.05. My wife posted a good question to me this morning. "I thought you said you are INVESTING in CWP as you said there are huge potential? Why are you selling, then?". Hmm ... it is NOT easy to explain as I m contradicting myself!! Normally, I do not tell her what I buy/sell as explaining needs patience and TIME.

So, I will like to answer it here : It is a very valid question. Later.

2.50 pm : Oh boy, LCL at 0.450 ... is it going to close shop or what? Why such a strong selling pressure? Should I catch the knife? KLCI going into red-zone? I like waterfalls .... but I might injured myself if it is a sharp knife ... at 0.460 now.

3.10 pm : LCL at 0.42 ... incredible. Do read about its BAD news, as this could be a very sharp knife. I m still stalking ... it touched 0.40!!

3.15 pm : Anything go up, sure to come down. Anything going down, sure to rebound? Hmm ... it may NOT be true for stocks tho generally it is true if u hv the patience!! It is at 0.44 now, buying at 0.40 could give someone 10% in 10 minutes?!

6.00 pm : KLCI closed at 1280, with LCL at 0.44 and Petra at 1.78.

TA, E&O and LionInd down a little. These are my 3 main portfolio for KLSE, and will be collecting more when any of it retraces to my buy-level. At the moment, only LionInd might trigger my buying stage IF it could retrace below 1.35 level.

Adventa at 2.09, down 4.6% today. I m still looking into opportunity to move into the rubber-stock as I m expecting another rubber-rally before end of the year. Rubber-counters are good for investment, moving forward.

SPSetia-wb at 0.525, touched the recent low of 0.515, I m still watching to grab at 0.500 or below.

TEH

Steel Counters : Time to consider?

Monday morning ... I checked my fav warrants last night, AnnJoo-wb at 0.65 with AnnJoo at 2.72 is at low premium of 16%. Expiring at 2013, at 0.65, it could go further when steel sector recovers. At the moment, steel counters are quiet and there is over-supply reported. hence, we wont be seeing any movement in steel counters soon. LionInd at 1.37, could retrace further for me to move in. Wait and see. There is a buy-call on Kinstel and reported in The Edge. Southern steel reporting profits, while Perwaja at trading-buy call. Mr Lim of RHB mentioned CSC-steel on Sat. Dali written about CSC too, if I m not mistaken. Well, Hiap Teck has been doing well, is there any more rooms to go north? Huaan recently rallied due to Hu's visit? Also reported that Huaan is in black. Hmm ... These are basically in my mind when I checked on AnnJoo-wb last night ... I will try to relate other steel counters, and remember what I hv read/heard. It could be very complicated and un-organised ... so, I want to make a point to manage the knowledge in a 'better' manner so that I could retrieve those info easier whenever needed. I could be so dis-organised that I m confusing myself!!

Mind you, the info I have just written was coughed out instantly without double-checking on its facts. This is only local steel sector ... I m covering far too many sectors and looking at KLSE and HKSE. At times, I do look into US counters, especially Chinese-companies listed there(ADRs).

5.30 pm : KLCI up 7.35 points. I m not around the whole day as I m helping the school to shift. Packing and re-packing. So, this coming two weeks will be too busy for me as I m starting to pack my books/items to send back to KL.

Affin making moves today but look at Affin-wc. Oh boy, I missed the moves today!! It was at 0.11-0.16 level for months, and I traded it before. Today ... is Affin's day. HL with this fella in news.

Lets see those reds : ... LCL at 0.57, Redtone at 0.355, Petra at 1.99. EtiTech is a huge waterfall. GPacket(wa) diving ... well, who goreng this fella? Hmm ... hope those who chased ran away for safety now.

E&O, TA and LionInd up a little with volume. Good.

CWP breached HKD1 today but my 1.05 queue not done. I m clearing all at 1.05 and to see to buy back when it retraces. It closed at 0.97, due to profit-taking after lunch. May be I need to be satisfied with HKD1 level. Its RSI at 70, with PE at48.

10.10 pm : I m too tired, after whole day of hard-labour and a tuition class just now. Ok, to me CWP is ripe to sell as it is reaching an over-bought level. So, I m still seeing 1.05 and above to sell. Its 52-week high is at 1.15, and today it released the interim report(downloaded that from its site, wow ... their cashflow increases again and EPS jumped!!). I will buy again when it retraces. Well, many are anticipating Copenhagen by end of year ... and that could further boost the sector. Hence, the high optimism could bring the stock price to the new high by end of year. Nevertheless, it will remain the main stock I m investing in.

Coal stocks are rallying soon as China gets colder. I m talking about the weather, winter around, of coz. Few parts of China reporting sight of SNOW ... that could means demand of Coal and Burning Oil.

Sinopec : As Cnooc continues to gain interest, Sinopec has been trading at 6.40-7.10 range for the past few months. Consolidating at this range, I do know that it will shoot up, matter of time. So, I m wondering if I should top up my Sinopec-cw?

SNG : Being top in the list for an energy-stock(US market) with potential upside. At 0.59 now, with the low of 0.15 ... it came diving down from USD5 last year!! Well, I m checking on its health ... financial health, of coz.

10.55 pm : DOW up 100 points, NEP with volume today. Time to look into it.

11.30 pm : DOW up 130 points, thanks to the retails sales data.

UNG : Back to 9.30 level(low at 8.94). Worth looking into. Cold winter is here ...

TEH

China Auto : I countinue liking this sector very much but I hv not bought any of the counter. Which one to choose from? Geely and Brillance have been doing EXTREMELY well as the moved from a penny stock to ... HKD3 and HKD2.50 level respectively. Mind u, Brillance was at 0.88 last month when I noticed it was shooting up. With only a day or two profit-taking, it continues to rocket higher. Now, at 2.50 ... can one really still jump wagon?

Hence, I m still looking at some auto-stocks(and related) which are still trading below HKD1. Not many there but will any of these shoot for the sky, like Geely and Brillance did? Denway, Dongfeng and GreatWall are another few auto-stocks in my list which shooting higher ... and higher ... First Tractor

Adding in yet another auto-stock into my list : Mudan Auto(suspended since 2005?)

Taken from its recent quarter report : Mudan Auto

For the nine months ended 30 September 2009, the Group recorded a turnover of RMB98,373,603 (2008: RMB2,228,756), representing an increase of 4,313.83% as compared with the turnover of the Group for the corresponding period in 2008.

I was downloading its annual reports and interim reports yesterday and spent some time with her. I prefer passenger-vehicles, but due to the current auto-rally in China, these counters(proxy) might benefits too. When a sector rallying, investors/traders will play on those laggards(not moving yet comparatively to its peers).

Like looking into ACE market(KL), I m currently looking into GEM market in HKSE. GEM-index was from 350 level, and at 704.27 level now. That is a 100% increment.

Giving an example - Honbridge which shot-up almost 50%(o.85 to 1.24) last Friday, yes in ONE DAY trading. A check on it, Honbridge dealing with Silicon business, which being used for solar cells!! Now, solar-stocks have been rallying in HKSE for the past weeks. I was still looking at the main market/board on counters such as Solargiga, Comtec, China Solar and such. But, I m still not into GEM-counters ... I m currently seeing these as huge potential, and buying these stocks could give me a huge profit once the selected sector moves.

Back to my investing idea : Instead of looking into the main-board counters for the selected sector, how about getting a list of those GEM stocks(mostly comprises of 'small' companies and they are penny stocks) which could benefit when a particular sector rallying? Such as Auto and Solar stocks at the moment? Lets say ... when the energy sector rallying when oil-prices reaching 100-level(I believe it will next year or so), instead of my PetroChina, Sinopec, CNOOC asnd such, instead of playing at their VERY volatile call-warrants, I can always opt for GEM-stocks .. those oil-related penny stocks which traded in GEM board, right? Hmm ... the risk might be high. I have always remind myself what I read from Adam Khoo's book - "It is only risky IF we dont know how".

So, Mudan Auto suspended for whatever reason(s), we shall look into related auto-companies in GEM market. For example, a recent actively traded stock, Global RD. Then, we shall start to do some homework on it etc etc ... these take days, or even at times, I forgotten about them and it might take weeks ... by then, it has shot 100-300% higher. Looking into opportunities ...learning to investigate and evaluate a sector/company certainly needs a lot of patience, especially for a non-financial person like me.

Yes, I m still learning and have looooooooong way to go, in my Trading Adventure.

蕭煌奇-阿嬤的話



Grandma's words. It reminds me of my grandma, thanking her for taking care of us, my bro/sis and me.

10.45 pm : Instead of my usual Bloomberg, I m watching BBC News on "Hot Cities", and focus on water-crisis faced by PERU. Water, even drips are treasured and they need to buy water. It costs them a lot and even that, it is never enough. Children died drinking contaminated water, plus no sanitary systems etc etc ... As we have been taking almost everything for granted here in our country, we should appreciate what we are having. WATER ... or named as 'blue gold', as it will becoming expensive when demands for clean-water continue to escalate.

So, it gives us yet another sector to look into ... investing! Water-crisis will definitely be an issue and it is getting greater each year.

China Water which was traded around 1.80 level 3 months ago, it at 2.70 level now. This is one counter I hv been monitoring but never have the funds to buy into it. With P/E 28, RSI 73 at the moment, a correction will be a good entry point, and yes ... hold for years to come, this is certainly better than Puncak?!

http://www.chinawatergroup.com/

As investors, we should see crisis as an opportunity to invest. At the moment, most of us still taking water for granted. We even have water-filter(whatever the direct-selling companies trying to brain-wash us daily) and talking about 'cheap' water bills. Our earth may be covered by water but clean drinking water is a commodity, which could becoming very expensive. Hmm ...

Read this :Water is the source of all life and covers nearly 75% of the earth's surface. However, only 3% of this is fresh water and of this, only 1% can be utilized for human consumption. And water resources are becoming more and more scarce as time goes by – during the 20th century, water use increased at double the rate of population growth – so while the earth's population tripled, water use per person increased sixfold!


TEH

RHB Market Chat : Kota Kinabalu

I attended the session and gathered some info, also reflecting on what was said. Yes, the stock-picks was the highlight of the events. Before that, no one pick a pen &pad to jot down what Mr Lim CS(RHB head research) talked about global economies and its recoveries. Majority of them were there to know WHAT STOCK(S) to BUY, if possible let us know when to SELL too.

At least the technical analyst(Mr Khoo BY) pointed out that is is about time to take-profits. That sounds more logical to me. Unless we are punters(contra and such) using PA, he 'introduced' the term SENTIMENTS ANALYST = SA. So, forget about FA, TA ... comes SA. Sentiments are still bullish, going into 4Q and 1H10. So, BUY?

KLCI at P/E 16 is not cheap. Agreed. Ignoring those gorenging counters ... which one is still in best-buy category?

Mr Lim : Double-dip is very unlikely. Moving forward, 2010 will continue to pick up momentum tho at slower pace.

Banking: CIMB, AMMB, Affin, MayBank, PBBank, RCE.

O&G : Kencana, Wah Seong, Dialog, EPIC, KNM, Sapcres, Petra. (huh? Petra??)

Steel : Kinstel, Perwaja, Annjoo, Hiap Teck, CSC.

Auto : Proton, Tan Chong.

Construction : Gamuda, IJM, Sunway, Gamuda, WCT, Fajar, MRCB

Gaming : Genting, GenM, BJToto

Consumer : Faber, Aeon, Hai-O, KPJ, Parkson, QL, KFC

Industrial : Rubber-stocks such as Adventa, Kossan, TopGlove and Harta. Texchem. Special mentioning on BP Plastic?

Plantation : IOICorp, Sime, CBIP, IJMPlant, Genting Plantation(Asiatic).

Media : Media Prima, NSTP, Astro

Property : SPSetia, YNH, Sunrise, IJMLand, Sunway, Glomac, Hunza

Tech : Unisem, MPI

Wood : Evergreen, JTiasa, WTK, TaAnn

There are too many to list, so, I only written down what I like/know. I dont have funds to buy anymore ... time to sell?

Mr Khoo : MPHB, Proton, Kurnia Asia, IOICorp, Salcon and Affin being analysed technically.

Proton to project to RM5 ... time to accumulate? Yes, this is a good trading counter. I like Kurnia-Asia most from the list, tho I do like MPHB too. If I m going to be bullish on IOICorp, I will look into its babies. Do look at how Affin-wc traded up last week, I was too busy to trade. Too bad.

LL : I went to the market chat and met my current colleague(will be ex soon) there. She is thinking of buying SPSetia-wb too. Hmm ... as my friend, SL, got it at 0.525, it is at 0.545 now and I dont see it shooting high soon. So, I m in no urgency to buy more. It touched 0.52 so far, and I was still queueing at 0.500. So, I could NOT give or say what is the so-called best entry point/price. I wont hesitate to buy more at 0.50, provided it STILL retracing to that level next week. I do place some criteria as I m seeing into TA. Buy and hold till its mommy moves. SPSetia going into Vietnam and China? I read that they have a plot of land(just acquired) and going to build limited units of bungalows with pricing RM5m(six zeros) and above for a unit. Wooppss ... cool.

Efficient : RSI at 36, closed at 0.205. I m interested at 0.19 level, perhaps will start to buy a little at 0.20, and accumulate it once I hv more funds. I m looking to release Scomi, CWP and may be Qinfa. Yes, I m looking to buy more into LionInd and SPSetia-wb.

Well, my cousin-bro who is into FA buying Efficient. So, I presume it must be an efficient company, ok? My honest reply? I like waterfalls, remember? Hmm ...

TEH

p/s : I just came back last night, so I will be too busy to reply e-mail. Normally, I do not personally reply those e-mail(especially those asking me 'this one can buy" or 'should i sell that one'?). But, I will get back to some who are 'nice' to help me. Thanks.

Ok ... DOW down by about 100points, but still above 10k level. I will be too busy to watch today as I m flying ... back to KK. I do miss mu wife and babies so much. Hehe.

DPTR : It touched 0.86 for a new 52-weeks low, and closed at 0.89. I m stalking it as it is a huge waterfall, or could it be a knife? Will it go bust? I m watching ...

Advertised - China Play(ADRs) : EJ(19.48), CTRP(69.02) and MR(31.51)

Venue : Aunt SK's place, Sri Petaling

11.20 am : KLCI is flat but Adventa flew off, and I missed it this time. Rubber-stocks are showing some signs of movements.

CWP at 0.95 vs 0.96 at the moment, touched 0.99. I m queueing to clear at 1.05 and making sure I keep my words. Well, I was thinking of 0.95 last week and it breached 0.95 level this week. Anymore rooms to run?

China Solar has shot up from 0.10 level and at 0.17 level now. Can still jump in?

Venue : LCCT, Sepang

3.45 pm : KLCI down by 1 point, but BJToto going below 4.30, so BJToto-cd at its new low at 0.08 now. Still thinking when I could average down as it is still retracing.

Petra at 2.05 level now.

BJToto is going below 4.30 and its BJToto-cd at its new low of 0.08. I m still waiting and thinking should I average down on it. Need to wait and see as I hv limited funds left.

TEH

DOW at 10,291 and HSI at 22,627.

LVS : If I placed 17.70 to SELL, it will be done last night as it touched 17.80 in the first hour of trading, before closed at 17.63. Buying at 14.70 just less than 2 weeks ago, gaining USD3, it is about 20% profits, ok? That is because US-market is still bullish while LVS still in news.

DPTR : It is going below USD1, becoming a penny-stock!! It closed at 0.99, and if I really dare to buy at 1.10 level(after 2.30 and 1.70 level), I could be losing my pants now. Hmm ... catching a knife is a real possiblility if we are buying those stocks which still moving lower. At USD1, playing on O&G sector, will it see USD4 again?!

JASO : Going below USD4 at the moment, seeing USD3.50 as a support. It closed at 3.87 this morning. There is a rally for the solar stocks in HKSE, so I was wondering if that will be true for those China's solar stocks listed in US(ADRs).

Weird Al Yankovic "Amish Paradise" <--- click for MTV. Funny. Haha.

As I walk through the valley where I harvest my grain
I take a look at my wife and realize she's very plain
But that's just perfect for an Amish like me
You know, I shun fancy things like electricity
At 4:30 in the morning I'm milkin' cows
Jebediah feeds the chickens and Jacob plows... fool
And I've been milkin' and plowin' so long that
Even Ezekiel thinks that my mind is gone
I'm a man of the land, I'm into discipline
Got a Bible in my hand and a beard on my chin
But if I finish all of my chores and you finish thine
Then tonight we're gonna party like it's 1699

We been spending most our lives
Living in an Amish paradise
I've churned butter once or twice
Living in an Amish paradise
It's hard work and sacrifice
Living in an Amish paradise
We sell quilts at discount price
Living in an Amish paradise

A local boy kicked me in the butt last week
I just smiled at him and turned the other cheek
I really don't care, in fact I wish him well
'Cause I'll be laughing my head off when he's burning in hell
But I ain't never punched a tourist even if he deserved it
An Amish with a 'tude? You know that's unheard of
I never wear buttons but I got a cool hat
And my homies agree, I really look good in black...fool
If you come to visit, you'll be bored to tears
We haven't even paid the phone bill in 300 years
But we ain't really quaint, so please don't point and stare
We're just technologically impaired

There's no phone, no lights, no motorcar
Not a single luxury
Like Robinson Caruso
It's as primitive as can be

We been spending most our lives
Living in an Amish paradise
We're just plain and simple guys
Living in an Amish paradise
There's no time for sin and vice
Living in an Amish paradise
We don't fight, we all play nice
Living in an Amish paradise

Hitchin' up the buggy, churnin' lots of butter
Raised a barn on Monday, soon I'll raise anoder
Think you're really righteous? Think you're pure in heart?
Well, I know I'm a million times as humble as thou art
I'm the pious guy the little Amlettes wanna be like
On my knees day and night scorin' points for the afterlife
So don't be vain and don't be whiny
Or else, my brother, I might have to get medieval on your heinie

We been spending most our lives
Living in an Amish paradise
We're all crazy Mennonites
Living in an Amish paradise
There's no cops or traffic lights
Living in an Amish paradise
But you'd probably think it bites
Living in an Amish paradise

TEH : Haha ... I do enjoy his songs. LOL.

7.30 am : Today I will in KL city to see a few friends who is still in teaching line, to look into possibilities of having part-time classes there. Yes, I taught many levels and could handle many Maths-based subjects. I will be looking to teach those professional courses such as LCCI, ACCA Business Statistics/Quantitative Methods.

Thanks for the regards, messages and e-mail. Yes, I m glad with the supports and contacts. I will surely meet those who wish to meet. I do need to make friends/contacts wiht those in markets and share opinions. Yes, one of the reasons I m here in the west is to get to know more of those like-minded persons who share opinions about stock markets or INVESTMENTS, generally.

9.25 am : Scomi at 0.50 level and I just bought some at 0.510 moments ago. What is happening?

Venue : POS HQ - DayaBumi

4.10 pm : Lunch with sis at One-Utama(The Curve) and seen a very old-good friend(a tuition center owner). I m very pleased. :-)

KLCI down 3.5points at the moment, with AirAsia continues to slide. Adventa shoots 10% to be at 2.20 level now. 2 days ago when I was telling my friend(SL) about what we called rubber-rally ... I shown her Adventa, my fav rubber stock to trade. Well, it flew off without me noticing. But I m queueing for Harta at the moment(at 5.50). Topglove not moving too ... other rubber-stocks having their mini-rally leads by Adventa.

8.30 pm : Heavy rain ... it took me 3.5 hours to reach home from POS office!! Now, commuter was packed like sardine, due to the heavy rain, I hv to wait at the station before I could run to the bus-stop to wait ... wait ... and wait ... for 1.5 hours for A BUS. Of coz the whole bus-stop is over-crowded and it was still raining!! Taxi? "Taxi Bermeter" is not using meter ... RM8 for a very short distance, take it or leave it. Finally, the RapidKL(by name only, obviously) bus was here and the crazy rush is there. We local have to 'fight' for the space with many immigrants such as from Africa(very dark!!), Indo-chinese, Burmese, Indons and such. Arrghh ... what an experience!!

Now, we should highlight the transportation woes in KL but ... since when MALAYSIAN GOV cares? Ooppsss ... they dont have MONEY, as so many levels with so many officers need to MAKAN. Those never take a bus before, try it ... welcome back to KL, CP, I told myself. haha.

Ok ... I need to rest and look into the markets. Harta not done at 5.50, SPSetia-wb at 0.540. I will buy more LionInd and hold on to TA and E&O. While I want to clear CWP at 1.05, if it could breach HKD1. As for Qinfa, I shall hold a while till a 'jump'!

11.45 pm : DOW up slightly. Too tired. Night

TEH