Bad market = Opportunity or cash out?

The market is volatile and uncertain nowadays. I would suggest everyone to stand aside rather than try to beat the market. Today index might fall 20pts and tmr rise 20pts. I don't want to take such risk when comes to trading. I dun trade nowadays.

I did a major disposal last week. Currently holding 75%cash 25%stocks.

Dear Readers,

If you were to make an investment now, make sure those counters are fundamentally strong, low volatility in terms of share price movement. You might want to stick to strong GLC or those counters with high dividend payout ratio.

Last but not least, keep an eye on SBC Corp!

Buy at your own risk!!! :)

Is monday a good chance to enter those counters which u have been waiting?

I hope not... but most probably Msia market tomorrow will be "red sea" . Foreign fund might dispose, shares will fall, index drop from all time high?

Unless there is a magic hand( EPF, n GLCs) to support the index, or else... its time for us aim some good counters but currently standing at high price.

I'm aiming at K1. Probably all of u might think that there is rumours saying that the company is transferring to main board or etc. If you believe in it.. its a strong buy. I'm looking at it from a different perspective. The company is doing well as it has secured some contracts at Europe. Besides, this company is fundamentally strong as compared to those counters like Ra, cuscapi, digista, tcube, and those Ace Market counters. All those are simply speculative counters n loss making counters but it has rose more than 100%.

In fact, as long as it can bring us money we wont care whether or not it is speculative. Therefore, if any of my readers are fundamental follower u may want to keep an eye on this counter-K1.

I do invest in speculative counters as well. However, I try to avoid it due to current market condition. CA will post BUY CALL especially on speculative counters at my chat box as well. The track record is good so far.

Buy at your own risk :)

Updates

Dear readers,

Congrats to those who followed my call on LBS. It getting higher. For those who is able to pick up the shares, please hold. I will keep all of you updated. However, trader might consider to sell it and lock profit? Pull back in this coming week is reasonable as it has risen alot for the past week.

Drb-Hicom-Hold
Share price has slowly pick up. Hopefully next week it will go higher. Epf has been buying drb-hicom very actively for the past months. Epf's current holding on Drb-hicom has exceed their holding while Drb at its 52weeks high. What does it indicates?
I have been holding Drb for more than 6months. I would say this counter is fundamentally strong and going up steadily. Drb has a high potential of capital gain, it gives dividends and defensive enough as compared to counter.

Pchem-hold
Another counter spotted by EPF. EPF has been buying it actively for the past few months. However, there is not much movement on the share price. Are they preparing for a real push? or they are just supporting the share price from going down?
MHB was on fire last month as it has awarded the opportunity to join the top 30 index counter. Share price went up significantly. The share price has slowly gone down this week. Does it indicate Pchem turns is here? I believe Pchem's turn is coming. This counter has a strong financials and deemed as one of the strongest GLC. Lets see how it goes next week.

Later on i will introduce a few small cap counter with great potential for capital gain.

Buy at your own risk!!! :)

Updates

I have try to make buy call... like bjcorp.. but it fell after my buy call ... sorry abt that... i was told the tp is higher... ... jus hold for awhile more ok?

There are a few counters i have been monitoring recently...

1. LBS
2. Pchem
3. DRB-Hicom
4. This 1 will reveal shortly... hint(small cap)

Guys... the turning point is around the corner... provided regional market is ok.
Get your cash ready. We should make some investment soon.

Warning!!!

Dear readers,

For those who have been following my blog very close since my first post, i do appreciate if you guys willing to register yourself and continue to support my blog. And i will try to update my blog more often.

For those who do not like my post or my blog, please stay away from my blog. My blog is meant for my readers.

Regards
Newbie

NEW buy call after SOOOO long

Bad Market.... But I'm a contrarian!!!









Buy call on Bjcorp!!!!!

Buy at your own risk!! :)

Question 1

i would like to raise a question here and i hope all my readers to participate in giving ur opinion.

1. recently, all insurance companies' licenses changed hand..
- Pacmas
- Jerneh
- Maa
- Berjaya Sompo
- HongLeong sold HLA
-??

what else?
I guess--------

hmm... im nt gonna reveal first... lets have more interaction.. :)

I buy....

..........................................................................
..........................................................................
............................A...........................................
............................M..........................................
............................M..........................................
.............................B..........................................
..........................................................................
..........................................................................

what to do next?

Market is getting bored.. value of shares is going down..
Alright.. i think this is what everyone facing recently. market sentiment is bad. i mean overall...
Well... buy defensive stock for this month. i believe the market will remain lik this for the entire month.

new run will start probably after the listing of MSM-Felda. So its either u leave the market and stand aside or buy defensive stock. For example: SPB

I bought SPB recently, as i believe this counter has a high potential to fly later and the most important thing is... at current stage... share price wont move much(defensive stock). Jerneh i did buy abit more as i bought at higher price earlier last month. Jerneh dividend might announce anytime, we wont know when is the announcement. But without the announcement of dividend, the share price will surely remain around 3.00-3.20. lets wait together n see how it goes.
Risk averse investor might want to consider to stand aside at least for this month.

Buy at your own risk :)

Finally...

Finally, Pos fall into Drb-hicom....

so we should sell? or buy?

for those who bought it at vr low price, please keep it. Treat it as a FD. This counter is definitely better than the FD in the bank as we will get capital appreciation and dividend. I foresee Drb-hicom will go up even higher in the near future. Hence, there's no point selling it so soon.

For those who followed my call on jerneh... please make sure u hold!

Buy at your own risk!! :)

NEW TIPS

What do u buy?

Basically..

I am making a few Buy Call.

1. YTL
2. TSH
3. Jerneh

Please feel free to drop your opinion and request to my comment box or chat box if there's any..

Buy at your own risk! :)

WHAT'S next??

Election is around the corner... basically... i cash out 40% of my shares due to election. There's a NEW counter to intro to all my readers. Hopefully it is as good as pacmas and maa.... :)
Make sure u visit my blog these few days. I will make a new post anytime from tomorrow.

After 1 month....

Hi everyone,
it has been some time i didnt make any new posting. Here is the new 1.

Buy Call ---------- MAA

Buy at your Own Risk :)

MONDAY

Hmmm... i have received quite a number of emails asking me why my posting is getting lesser and slower recently. instead of reply all these email one by one... i have decided to make a post n explain to all my readers...

After the school reopen, im getting busier. unlike 2months ago.... now i can only try to squeeze some of my free time to make some posting.
Hmm, i did make some careless stock pick last time.. hence.. im now abit more careful when i pick a stock.

Guys, Quantity is not equals to Quality.

Please continue support my blog and visit it more often. I wil post some of my comments and idea in my chat box if its too short.

Thanks everyone. :)

NEW POST

It's been sometime i did not make any new posting. Firstly, i would like to thank all my readers for supporting my blog and view it frequently. I was doing research on some companies. Sorry to make u guys wait.

Volatile market + bad news =?? buy or sell??

DRB-Hicom has been fluctuating around 1.75-2.10 for abt 3months. WHAT's NEXT??
Tan Sri Syed Mokhtar Al-Bukhary, Sapura Group and Scomi Marine Bhd are the top 3 bidders for Khazanah stake in POS malaysia. try to do some research on this 3companies and i believe u will know which 1 has a better potential.

DRB-Hicom is in my TOP BUY list. u make ur own decision.
Buy at your own risk :)

6th buy call !!!!

Congrats those who did my maths test and earn some money even in such a bad market...

Lets move on to the other counter.

Buy call : today math test is going to be an easy 1.
265.667 x 2 x 3 x 3= ____

Make sure you got the right answer. and please don type your answer on my chat box or comment box. I will announce it shortly.

Buy at your own risk. :)

4782

Be cautious about the market now!

Sorry for the late posting as i was not in Malaysia for the past few days.

Libya crisis +crude oil at USD100 per barrel+volatile market

Market is likely to be stagnant at this level 1450+. Keep an eye on the counters that you are interested in and make sure u pick up if u think its low enough. When the market rebound, blue chips will be the group to "fly" first. So, Banks, Genting, Spsetia and some GLC should be added into your favourite for now.

Drb fall drastically yesterday, it is fundamentally strong and it is very cheap now. It's a BUY and it should bring you substantial profit in near future once the market rebound.
If u have any question, please post on my chat box or comment box, i will reply ASAP

Buy at your own risk : )

UPDATE

For those who follow my previous post... u should know what is that counter by now... "4863"

The company has posted strong quarterly result last nov. I believe this coming quarterly result should be a great 1 with some bonus ( SPECIAL! dividend) .

I was told this counter is going to fly up high (at least another 30% from current price) . I guess that is why EPF and those GL investment arm keep buying it. However, current economic condition is not positive enough for me to be that optimistic.

In my opinion,
keep an eye on it. I would advise my reader to buy parent company rather than CW. CW is too risky for current situation.
High risk High gain. you make your own decision. if you think the market is going to make a big "U-turn" maybe you can consider the CW. lol

Buy at your own risk! :)

Fifth buy call

This time gonna be a special 1.... i mean the way i make the buy call.
those who got the answer... please keep it between us... for awhile.. lol
IT's time to do some mathematics.

Counter number: __ __ __ __

1. 1+2+1+2+1+3+1+2+1+3+1+2+3- 19= __
2. 1+2+1+2+2+2+2+1+3+3+3+2+2-18= __
3. 1+2+1+2+2+3+3+3+1+2+1+1+1-17= __
4. 1+1+1+1+1+2+3+2+1+1+2+2+1-16= __

Simple maths..
YOU CAN DO IT!!! :)

This buy call is given by my source. But i will give some opinion after you guys know what is the answer.

Buy at your own risk!! haha (especially this 1 )
because u might get the wrong answer... calculate for a few times , make sure u get the correct 1.

Fourth Buy Call

4. SIME

Market is in a bad shape now due to Libya turmoil. Well, there is a news posted on Business times, saying that Investment Bank downgrade plantation stock. I have some different view towards plantation stock.

In my opinion,

Sime Darby-the world's biggest palm oil producer
During the Q1, net profit decreased by 4.37% due to Bakun case (if i'm not mistaken). CPO keep going up and hit RM3950. I believe SIME should be able to post a positive growth quarterly result. What do you think?

As i said, the market is not doing good now. I will observe how the market perform and decide when to enter.
Sime-ja :)

Buy at your own risk. :)
This blog is meant for share of opinion and thoughts. Those who does not appreciate my work, please stay away from my blog. Do not talk nonsense in my chat box.

Third Buy Call

3. IJM Corporation

If u guys do some research, u will notice that IJM Corp 1H net profit has increased 51.81%, (eps=8.86c for Q2). It is possible for IJM corp to achieve eps of 10c for Q3. Projected Eps for 2010 is about 35c.

In my opinion,

It's a buy for now. You might want to keep an eye on IJM-CE.
Besides, there's rumours saying that IJM is one of the M&A targets. Therefore, if any m&a take place, investors should be able to earn lucrative return.

Apart from IJM corp, Ivory is a buy too. However, IJM is better in terms of stability and potential.

you make your own decision.
Buy at your own risk :)

1H net profit 2.153 billion (increase 14.83%)

MAYBANK

posted another great quarterly financial result. Proposed 28c of dividend.

MAYBANK-CO!!!!

SECOND BUY CALL

2.AIR-ASIA

I have received a request . A reader of mine ask for more explanation. Well, Airasia is going to announce their 4th Q result either this week or early next week. During its 3Q, net profit has increased 58%(300m++).
4Q(oct-dec) -net profit of airasia might be able to achieve pre-tax net profit of RM1b. Year end is the time when alot of families go for family trip with their childrens and relatives. I believe Air asia is one of the top pick for most families due to its lower fares. It is more affordable.

That's what newbie think. If everyone has the same thought, how many people has actually done that last DEC ? You make your decision.

BUY AT YOUR OWN RISK :)

BONUS-- i hope so...lol

Although it is not one of the six buy calls... however...


Risk taker who is able to afford certain level of risk might want to consider

AMMB-CJ

for contra gain... due to its outstanding performance in Q4 2010.

Newbie-tips.blogspot.com is bullish towards banking industry...

Buy at your own risk... :)

FIRST BUY CALL

1. MAHSING

Mahsing might announce proposal of dividend.

BUY CALLsss coming up

There are six buy calls to be announced- special for this coming week...

'Strong DRB-HICOM Q3 results likely'

DRB-HICOM Bhd is expected to announce a strong third quarter results next week, with strong performance in the motor division, says HwangDBS Vickers Research in its Malaysia Equity Research.

It has forecast RM539 million net profit on a turnover of RM6.513 billion for DRB-HICOM for the financial year ending March 31, 2011, but considered the forecast as conservative given that the conglomerate already posted RM290 million net profit for the first half.

It said the total industry volume for the automotive sector in 2010 grew 13 per cent to 605,156 units.

It said DRB-HICOM's motor division surged 3.5-fold to RM207 million in the first half.

DRB-HICOM is scheduled to release its third quarter results on Feb 24. - Bernama

--------------------------------------------------------------------------------------------

Tmr onward drb-hicom should start rising slowly... enter b4 too late.. :)
buy at your own risk :)

NEW BUY CALL

BUY CALL
1. Maybank

you may want to keep an eye on maybank -co

Buy at your own risk : )

'Syed Mokhtar-led group eyes Pos stake'

A group led by Malaysian billionaire Syed Mokhtar Al-Bukhary is the favorite to buy a 32.2 per cent stake in Pos Malaysia Bhd, the Edge reported, without saying where it got the information.

The other groups bidding for the stake owned by state-run investment company Khazanah Nasional Bhd, include Sapura Group, the Malaysian weekly newspaper said. The deadline for bids is Feb. 14, it said. -- Bloomberg

BUY CALL!!!!

but!!! buy at your own risk!!! :)

what to buy for 1Q of 2011??

Today is 9th of february. What should we buy and lock profit b4 end of march?
If u've been observing the market... u should have noticed alot of "useless" counters suddenly come alive.
ok, i believe in FA most of the time. therefore, i will choose some companies with strong fundamental and if possible GLC. well, a friend of mine believe in GLC so much to the extent where he wil invest a substantial amt of money without have a look at the financial position of the company. No doubt, in malaysia if we invest in GLC for most of the time we will not lose money unless we chase after it went up alot. if u willing to buy n wait, most probably u wil get huge return.

February, we will get to see alot of companies will post strong quarter earning reports. I'm vr positive towards DRB-hicom(GLC). Those who read my post and buy on monday or even tuesday, im sure u r satisfied with the Gain u have make in just 2days. DRB-hicom touched 94.5c this morning which means those who buy at 70c have make abt 24.5c in 2days.its higher than 30% . i have received some email asking me whether they should sell or hold.

My answer is --- BUY and HOLD
another strong quarter earning will be announced at the end of this month. i foresee DRB-hicom to break its 52weeks high of 2.27. More to come ... pray hard divestment of uniasia and bidding of khazanah stake in pos malaysia go thru smoothly. if all these deal went thru smoothly, DRB-hicom might be the next "expensive counter".

Buy at your own risk!!! :)

Newbie-tips.blogspot.com

After CNY rally?

Hi my dear reader,
There's rumours saying that after chinese new year there wil b a rally. is it real? or it js a rumour? Well dont worry about it. rally or nt is not important when u know which counter to buy because there are always a number of counters can move substantially even when the market is doing badly. Some rely on private news, some rely on fundamental or even TA... which 1 is more accurate?

i dont know.

everyone has their own way ... for me... i prefer private news+ fundamental. lol.. well.. who doesnt wan private news? lol .. however, most of the private news are either fake or come in late... which means it has moved upward certain percentage d... as our so called private news might be 5th or even 10th hand..those ppl buy in cheap.. we're chasing at the back there...

Ok... what to buy next?
too many news but capital too small?
its ok... u have 2 options now.
1. take risk (with implication of high risk high gain)
2. slow and steady

risk taker: -
call warrants...
im positive towards: mas, bjcorp, mrcb, kencana

slow and steady:-
Naim, dialog, DRB-HICOM, Mas, Bjcorp, Maybank, CIMB

these are some of my picks....

Buy at your own risk!!!
Gong xi fa cai!!!

HAPPY CHINESE NEW YEAR

Its been awhile i don't have a new post. It was because i wasn't in msia. So sorry to all my readers.
Well.... Last week was a tough week. Share prices keep falling like nobody business. Luckily, there's a rebound on thu and fri for some counters.

There's a few things that we need to remember from now on.
-chill n rest awhile for cny.
-never think its cheap enuf to enter.
-fund managers, EPF, KWAP n so on are trying so hard to lock profit... so if we enter now = .....??
-is the consolidation considered as a healthy 1?
-if i were to buy.. i wil choose those COUNTERS with strong fundamental.

The market collapse when retail investors are EXTREMELY optimistic. Not to say collapse, a pull back may cause a huge loss to retail investors, especially contra player... thats when they got burnt..
Before the profit taking 2weeks ago, everyone is still shopping happily, looking at their "paper gain" never bother to lock their profit. They are now in dilemma... sell or buy more instead..?
I am sure they have alot of questions and couldnt find an answer. But there is a question in everyone's mind ... "what's next after CNY?" I believe.. if there's an answer, this will be the question which everyone would like to ask.

I believe,
there will be a after-cny rally for selected counters. KLSE's stocks have been trading side ways for 2 weeks(some of it fell drastically). you may consider to do some shopping now. but i wil jus wait until after cny and see how it goes. I might miss the opportunity of entering at lower price. however, i prefer lower risk. I am positive towards O&G counters like dialog and kencana. you may CONSIDER to keep an eye on it. I remain buy call on mas and drb.

Last but not least, HAPPY CHINESE NEW YEAR TO ALL MY READERS.
have a good rest, and we may start our brand new war after cny!!!! GONG XI FA CAI!!!!!!

BUY AT YOUR OWN RISK!! :)
FROM: NEWBIE

DRB-Hicom

January 10, 2011 19:29 PM

Puspakom Signs MoU With MACC

KUALA LUMPUR, Jan 10 (Bernama) -- Puspakom Sdn Bhd, a subsidiary of DRB-HICOM Bhd, has signed a memorandum of understanding (MoU) with the Malaysian Anti-Corruption Commission (MACC).

DRB-HICOM managing director Datuk Seri Mohd Khamil Jamil said the MoU among others, is aimed at creating a holistic understanding between Puspakom and the MACC, towards overcoming the crime of corruption in a total,efficient and effective manner at the company.

"It is to ensure that the channeling of two-way information for any act of corruption, can be enhanced between Puspakom and the MACC while further action can be taken speedily and effectively," he told the media after the signing of the MoU Monday.

He also said, the MoU is aimed at creating a smart partnership, in an effort to strengthen good practices and integrity in implementing tasks at Puspakom.

Khamil also hoped the MoU would improve the perception of the public towards the level of integrity involving Puspakom staff.

Meanwhile, MACC deputy chief commissioner (Operations) Datuk Mohd Shukri Abdull said, through the MoU a new Key Performance Indicator (KPI) structure would be discussed with the management of Puspakom to improve the existing one, to combat corruption even more effectively in future.

"I believe Puspakom will not compromise on the issue of corruption and for sure, action will be taken, including sacking any staff found to have committed the crime," he added.

-- BERNAMA

After 5days of gain..... whats next?

Monday 10-1-2011
newbie-tips.blogspot.com

After 5 consecutive days of gain, what comes next?
going up further? profit taking??

AGAIN!!!!

In my opinion,

as usual... lol.. I believe klci will go up futher.. which i hope it wont...the higher it goes, the longer the consolidation...
Well... those who are able choose the "right 1" should be able to make some contra gain ... especially through blue chips counter... For investors who dont have huge amount of capital can keep an eye on CALL WARRANT again..lol..
Honestly, i'm not a risk taker.. But.. we should take certain level of risk(affordable risk) especially when the market is going up. Besides, i dont encourage contra play as well.. make sure u have enough money to pick up th stock b4 u buy..

Finally...
i maintain buy call for blue chips counter like pchem, sime, cimb, maybank...u may want to keep an eye on their call warrant...especially cimb and maybank :)

BUY AT YOUR OWN RISK!!!!! :)

Profit!!!!!

NEWBIE-TIPS.BLOGSPOT.COM

I have recommended 6 counters before the first day of the trading for 2011.
Apparently, all these counters have risen significantly.

Dialog - went up another 23c
Sime- went up 60c
Drb-hicom cb- went up another 27c
Pchem- went up 34c
Mas-went up 8c
Kossan-5c
bjcorp- 20c(previous post)

And two days ago, i make a buy call in CK's blog on Maybank
Maybank went up 50c

Those who follow my call on drb-hicom cb and dialog should be able to get their pre-cny red packet by now.

So, what should we do now? lock profit or hold? Analyst says super bullrun is coming.

In my opinion,
Those who bought earlier and follow my call closely should lock some profit on DRB-Hicom.
And swap to MAS. Thats what i do.
If you noticed, rotational play can make more $$..
Banking line, automotive, stock broking firm, plantation-all are on the run already.

so what's next? for me.. Its Aviation stock-Mas
I didn't say that Drb-hicom has come to an end. I'm confident it will go up alot more as the divestment of uniasia and mergers of bank muamalat and pos are not resolved.
However, interms of percentage gain i would lock some profit and swap to another counter. Call warrant can always make you earn crazily (drb-hicom cb) and it will burn u painfully if u chose the wrong 1.

update:
bjcorp-hold
sime-hold
dialog-hold
pchem-buy and hold
mas-buy
kossan- buy

Buy at your own risk!! :)

STOCKS for 2011

HAPPY NEW YEAR 2011 to all my readers...

Its 2.31 am now, 6hours and 29 min later will be the first day of trading for year 2011..
Most of my friends and even analysts are saying that tomorrow KLCI will surely go up.
Well, whatever it is....
Which counter to enter??? Since my first post... i have asked my readers to enter some dialog, bjcorp and encorp. And recently, most of my posts are asking ppl to enter more drb-hicom. Therefore, as usual.... i foresee drb-hicom and dialog will go up significantly soon.

I read something from the edge this morning, it says that drb-hicom's bank muamalat might merge with pos malaysia. if im not mistaken.. hopefully...

ok...
the following are my favourite stock for the beginning of 2011
buy call
1.dialog 5star
2.drb-hicom 5 star
3.sime 4star
4.kossan 4star
5.Mas 4star
6.Pchem 3star


For those who can afford higher risk... u might choose to buy call warrant of the above counter. higher risk also followed by higher gain... so.. u make ur own decision.

For those who follow my call since my first post... congratulation !!

buy at your own risk!!!
newbie-tips.blogspot.com