Scalp Trades Dated 30/3/2012

1. Scalp traded the following today :-

2. Teng, i am regretted i did not commit my purchase yesterday on Y??. Today it has sailed away. :(

3. UOADEV is getting more attractive now. Will start scalping on this counter more often from now. Good Luck.

Scalp Trades Dated 29/3/2012

1. Scalp traded the following today :-

2. Bought in more UOADEV today at RM1.42 and make a contra gain on QCAPITAL. :)

3. Ha ha wrong guess Teng ! Today, i did not manage to buy in that counter i mentioned in my previous post, hope to get it by tomorrow. I refuse to offer 1 bid higher today else would have gotten my share as every bid is counted for my case. I intend to do a swing play on this. Would likely to dispose it in a quick paced if profit is seen. Good Luck.

Golden Agri & A Potential Counter

 

1. Nothing done as at today. :(

2. Just spotted a counter which currently is trading year low and it is worth taking in now at current price. Will be placing my order tomorrow, hope to get some of it tomorrow. At current price, it is definitely a strong buy in, chances are 90% will be making money. If i am able to buy it tomorrow, will be blogging the counter name here. Stay tune.

3. Golden Agri Resources News

UBS remains bullish on crude palm oil (CPO) prices on worse-than-expected soybean harvests and as the Chinese government increased its edible oil imports.

UBS said small plantations had outperformed others over recent months. However, larger plantation companies whose earnings had higher sensitivity to CPO prices, had started to perform well over the past two weeks, it said.

Golden Agri Resources Ltd, Sime Darby Bhd , and Salim Ivomas are the brokerage's top picks for Asia's plantations sector.

"Golden Agri has high earnings per share sensitivity to CPO price changes and its share price has high beta to CPO price as well. As CPO price continues its rally, we believe there will be increased interest in Golden Agri," UBS said.

"We also continue to like Salim Ivomas, given its outlook for robust earnings growth due to strong production potential from its large proportion of young and immature plantations and continuing deleveraging."

UBS also likes Sime Darby because of an improving outlook of its non-plantation business due to strong heavy equipment and auto sales, which it expects to boost overall earnings growth.

Golden Agri was down 1.3 percent at S$0.77. Sime Darby was flat at 9.75 ringgit, while Salim Ivomas gained 1.45 percent to 1400 rupiah.

Sold My CMMT

1. Have sold all my CMMT today at RM1.39. :)

2. This was a last minute trade. If happen that tomorrow swing back to 1.36 and below, can consider buying them back as it is going to hover on this range.

3. As for UOADEV, will not do anything at the moment. Price would likely to stay at current level. They are buying slowly in small quantity, it does not affect the movement of the price with this kind of volume. Just be patient, price would either surge from here or go down slightly, not much of a change at the moment. There being no major catalyst to spur the price up, the only pending item is the 10sen dividend and not sure they will be announcing the 1Q result during the AGM ? If the 10sen dividend approved couple with good 1Q result, by then will be different story i think.

4. BJTOTO just declared a 6sen dividend. 2sen lower than what i expected. :( Higher 3Q revenue but net profit more or less remain unchanged. Would buy in if dip below RM4.36. Good Luck !!

财女风情:投资原则——男人篇

对很多男人来说，钱和女人，即使不是他们生活中最大的追求目标的话，也是非常重要的两个目标。我们都是凡夫俗子，都会渴望得到一份异性的关爱与呵护，但是并不是每一个女人都适合男人投资。

只是在我看来，至少从投资的角度来说，如果你懂得如何挑选女人的话，对你提高投资收益率也会有所帮助，能帮你赚更多的钱。

下面几点就是我觉得男人投资与挑选女人有相同之处的地方。

不要只追求最漂亮的女人

如果把股票比作女人的话，那证券市场上的大美女是极稀缺的，和我们在现实世界中一样。

很有可能有半数的股票，从整体上说不会给投资者带来回报，其余能给投资者带来回报的股票，则更多的是像邻家的女孩，有不错的收益和可爱的地方，但绝对不会让你魂牵梦萦。

毕竟，它是人的天性。

一方面总是认为自己会碰到大美女；另一方面，却对比较普通的收益并不太珍惜，总是不断的去寻找大美女，结果连普通收益也得不到！别为一棵树，放弃一片森林！

而且你不能看见哪个女孩子长得漂亮就居心叵测，试图对她动手动脚。你需要具备一个内涵男人应有的素养：冷静、理智和良好的自制力。

同样，投资股票亦需要专一、理性、牢牢把握投资方向，用娶妻的态度来投资方能获得持久的收益。

好的股票如世间风情万种的女人，需要每一个人用智慧，用心灵去仔细发现、体会、选择。

适合的女人能造就你的一生

稳定的家庭是男人生活的保障，男人要拥有和谐的家庭。

男人靠征服世界来征服女人，男人要想得到好女人的青睐需要他们不懈的努力。

萧伯纳说过：“选择一位妻子，正如制定作战的计划一样，只要错误一次，就永远糟了。”

我们都听说过：“每一个成功的男人身后，总有一个伟大的女性。”这句话。

我不清楚实际情况是不是真的是这样，但有一点我可以肯定，如果选对女人的话，你的生活质量、幸福程度会大大的提高。

与之相反，如果选错女人的话，你的生活质量就会大打折扣。

这种情况，在生活中随处可见。

男人对待投资，要像对待情人一样，找到最适合自己的投资方法，就犹如找到自己的爱人，并不是最漂亮的才最适合你，而是只有最适合自己的才是最好的。

如果投资不当的话，未必会让你破产，但你的生活质量却肯定会大打折扣。

所以，就像关注如何选一个适合自己的女人一样，每个人都应认真考虑如何更好地进行投资，因为它会改变你的人生。

女人是为你增添生活的乐趣，而不是麻烦

如果一个女人，需要你时时围着她转，我想，不管她在其他方面多么出色，都不能说是一个很适合的女人。

投资也是这样。投资的目的是为了使你的生活质量得以提高，而不是给你的生活增加压力。

如果你因为担心自己的投资亏钱而整天忧心忡忡、睡不着觉的话，那还是卖掉吧，而不要去管这个投资的前景有多好。

如果因为投资而影响你的生活质量的话，那就有点不值得了——除非你能调整心态，使自己具备足够的心理承受能力。 一些投资者，只要是在交易时间，他们就一步也无法离开他们的电脑，因为他们要看股票行情。

对此我很难理解，投资的魅力就在于它能够帮你赚钱。

如果为了投资而必须把自己锁在电脑前的话，我不知道投资的吸引力又在哪里？

这也是为什么我在股票投资中推崇基本面分析、长期投资的原因之一。

因为这样你就不需要每天盯着股票看，而是可以有更多的时间看书、陪孩子或做其他事情。

一生相守，白头偕老

不要像蜜蜂一样，从一朵小花飞到另外一朵小花来取得长期的投资成功，没有人会把天天频繁的买入卖出行为当作投资，就象没人会把一夜情当作爱情一样。

投资之所以困难，一个很大的原因在于，投资的结果有很多的偶然性在里面。但从长期来说，如果你想赚钱的话，就必须坚持对的方法，而不管在短期里是赚钱还是亏钱。

事实上巴菲特并不是所有的股票都一生持有，但是他的买入是抱着一生持有的态度去投资的，但一旦公司基本面恶化，或者找到更好的投资目标也会卖出。

如同结婚是抱着一生相守的态度才结婚的，可能以后由于情况变化才不得不分开，但你不是为了离婚而结婚的。

最后我还想加一点的是： 对女人越是了解，你就会发现越不了解女人 同样的，对于投资，你懂得越多，你会发现你需要了解的东西越多。但这并不代表在你完全了解之前就什么都不做，因为你永远不可能完全了解。

这时候你所要做的，就是抓住一些最基本的要点，其他的东西就不要强求了。而对你还不了解的东西，那就随着年龄的增长，慢慢地学习和体会吧！

Bought More CMMT

1. Bought in more CMMT at RM1.33 at last minute. Not sure whether the current setup of Lynas in Kuantan will create any problem to CMMT's shopping mall there ? I wonder it was due to this issue that causes the massive sell down of CMMT ? I hope it is not.

2. CMMT drop 6sen !! What a drastic drop for REITs counter. I manage to buy in at RM1.33 again at last minute shopping. Under normal circumstances this should be consider a good buy. phew, let's hope this move will reap profit. :) GOOD LUCK !!

3. Market last minute sell down cause by giant counters like BAT, PETGAS & HLBANK, this bring the CI down by almost 8 points. :( What a day of last minute U-turn !!

Bought CMMT

1. Switch all my UOADEV-CB to CMMT. Sold my UOADEV-CB at 0.09sen at a loss and bought in CMMT at RM1.39.

2. My first loss this year. :( Sold all my UOADEV-CB at 0.09sen. :( Lesson learned, i should not have hold too long on CWs eventhough i am so confident on it mother's prospect. I should have liquidated earlier and wait for mother share movement. Nevertheless, there should be an up tick on mother share price in near future but i still proceed to offload and switch it to CMMT when i see CMMT down by 3sen today. Hope the decision that i make is the correct one. :)

3. Another mistake that i make today is i withdraw my queuing on BJTOTO at RM4.35. If is not because of my early cancellation i would have gotten them again at RM4.35. :( Lesson learned again, never under estimate the movement of a share price. It can really surprise you.

4. Will post my trades done today in a short while. Good Luck all.

Sold BJTOTO

1. Sold my BJTOTO at RM4.40. Making a contra gain. :)

2. BJTOTO continue the share buy back today. :) I guess the upside should be intact till the 3Q result.

3. UOA Holdings, the major shareholder of UOADEV is buying in almost every single day but this act is not good enough to push up the share price as the quantity of buying is in a small scale. :( Continue to hold on this. :(

Bought In BJTOTO

1. Today i bought in BJTOTO at RM4.35.

2. There is a share buy back by BJTOTO today :-

1562 BJTOTO BERJAYA SPORTS TOTO BHD
Notice of Shares Buy Back - Immediate Announcement
Date of Buy Back : 13/03/2012
Description of Shares Purchased : Ordinary shares
No. of Shares Purchased : 1,500,000 shares
Minimum Price Paid For Each Share Purchased : RM 4.330
Maximum Price Paid For Each Share Purchased : RM 4.380
Total Consideration Paid : RM 6,550,890.30
No. of Shares Purchased Retained in Treasury : 1,500,000 shares
No. of Shares Which Are Proposed To Be Cancelled : 0 shares
Cumulative Net Outstanding Treasury Shares As At To-Date : 18,530,072 shares

3. I am expecting the 3Q result to be announced soon, likely to be this week. The result should be within expectation and hopefully there is dividend declared as well, in which they always do. :) I hope for another 8sen dividend. :)

Keladi Maju Bhd

1. I am queuing to buy more Keladi tomorrow at 0.19sen.

2. This month will be announcing its result, likelihood will declare dividend as well. Should have at least 1.5sen dividend, that would mean 7.8% dividend yield. Not bad at all.

3. Still holding the bulk of my UOADEV share. The price still hanging at around 1.49 to 1.52 this few days. :( UOA is buying in a small scale everyday, they are accumulating slowly and surely. That is a good sign, at least they are confident with the company prospect and future growth. The 10sen dividend would have provide some margin of safety there if AGM is approving the proposal. My gut feeling that the 10sen dividend will be approved and the big sum of money would go to UOA Holdings as they holds >67% of UOADEV, thus, i see no reason why they are not approving the dividend as this benefit UOA Holdings the most being the major shareholder. UOADEV has a cash pile of 845millions, paying out 10sen dividend would mean paying out 119millions, it only stand about 14% of the cash pile. Balance sheet still remain very healthy in fact. 

Golden Agri



1. Dividend increase by 138%. :)

2. Revenue increase by 72% to US$4,813m but net profit drop by -11% due to higher fertiliser costs and export tax. What a contrast !!

3. Still keeping it.