Archive for October, 2006

Trading: The Ringgit

By coincidence after my last post I came across this note on the ringgit. Being aware of currency strengths and weaknesses is important because it is no good making money trading while your currency is weakening. That is like swimming against a tide. The 2 biggest enemies to your portfolio are inflation and currency depreciation. [...]

Investment Basics - Lesson 1: Asset Allocation

A couple of posts ago I mentioned that I was going to blog about a mechanical system which I use to determine when to buy and sell shares. But due to a number of posts I have received about this topic, I decided to take a step back and start from the beginning. I hope [...]

Economics: 3 Themes

Today I added a snippet of what some analysts think will happen in Malaysia in 2007. They may be right and they may be wrong.
The important thing to know is that every person will have a view, and that it is possible to make money even though that view is wrong. This is because as [...]

Happy Deepavali and Hari Raya!!!

I’m taking a break this week to celebrate. See you next week!

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Trading: IJM

Here’s another one for the watchlist. This one’s a bit hot right now because clearly the Roadbuilder acquisition was being played by the sharks from a few months ago. This was pumped all the way up in May and then dumped and now it looks like the sharks are having another go. Even though I [...]

Trading: Genting

Half the stocks on my screen have been in the red in the last 2 months, which tells me that not many at all participated in the profits in the last 2 months. Counters continue to advance on thin volume, and my theme remains the same. This is fundamenally weak market which is being propped [...]

Trading aside…

I don’t know about you but I want Genting to win the Singapore casino bid soooooo badly. When I was about 6 my mum took me to Universal Studios in LA and I can still remember it now. Of the 3, this is clearly the most attractive consortium. The brand alone will bring in tourism [...]

Trading: The Magic Number

Argh! Don’t you just hate it when work interferes with your trading and research? Unfortunately that’s been the way for me lately so I have only been able to sit passively and watch the KLSE keep rising. Now the KLSE has risen approximately 5.6% whilst my portfolio has languished at aroung 4.5%. But that’s okay [...]

Company View: Genting

Today, I add a new category to my posts, titled Company View to let you know what I think of a particular company. Under these headings I will focus more on the fundamental aspects of the counter.
But unfortunately I am travelling today so I don’t have access to my charts, but here it is anyway:
Genting [...]

Trading: I’m Back!! Ready to pop..

Back just in time to see all the charts looking positive. This is characterised by breakouts in various charts on the watchlist. Starting with the earliest:
This one popped earliest and is still on a roll.
Maybulk

This one has popped and is taking a breather but not retraced by much - a good sign and the best [...]




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Stock Quotes

DJIA11220.96chart+32.73
000001.SS2143.42chart-59.02
^STI2694.49chart+120.28
^KLSE1070.54chart-14.52
^BSESN15031.42chart+547.59
2008-09-05 16:03

Trading Tools - Reviews and Tutorials

Index

Company Scores

KKB Engineering
kkb-engineering-bhd (10-06-08)
QL Resources
ql-resources(04-05-08)
Dreamgate Corporation Bhd
dgate08-11-07.pdf
YTL Corporation Bhd
ytl14-10-07.pdf
Opus International Group PLC
opus06-08-07.pdf
Notion Vtec Bhd
notion19-06-07.pdf
KFC Holdings (Malaysia) Berhad
kfc08-06-07.pdf
Pentamaster Corporation Bhd
pentamaster03-05-07.pdf
Adventa
adventa29-04-07.pdf
Kotra Industries
kotra-industries-26-04-07.pdf
Plenitu
plenitu04-04-07.pdf
YTL Powr
ytlpwr-26-02-07.pdf
Maxis
maxis17-02-07.pdf
DIGI
digi17-02-07.pdf
Petronas Dagangan Bhd
petdag-11-02-07.pdf
UMW
umw07-02-07.pdf
Genting
genting03-02-07.pdf
IGB Corporation
igb31-01-07.pdf
Topglove
topglov-31-01-07.pdf
IJM
ijm07-01-07.pdf
Gamuda
gamuda07-01-07.pdf
Dutch Lady
dlady19-07-07.pdf
Air Asia
asia11-01-07.pdf

RECOMMENDED READING

  • Against the Gods: The Remarkable Story of Risk
    Against the Gods: The Remarkable Story of Risk
    Author: Peter L. Bernstein
  • The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
    The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
    Author: William Bernstein
  • Key Management Ratios: Master the Management Metrics That Drive and Control Your Business (Financial Times Series)
    Key Management Ratios: Master the Management Metrics That Drive and Control Your Business (Financial Times Series)
    Author: Ciaran Walsh
  • Pring on Price Patterns : The Definitive Guide to Price Pattern Analysis and Intrepretation
    Pring on Price Patterns : The Definitive Guide to Price Pattern Analysis and Intrepretation
    Author: Martin Pring
  • How Countries Compete: Strategy, Structure, and Government in the Global Economy
    How Countries Compete: Strategy, Structure, and Government in the Global Economy
    Author: Richard H. K. Vietor
  • Fire Your Stock Analyst: Analyzing Stocks On Your Own (Definitive Guides (Financial Times/Prentice Hall))
    Fire Your Stock Analyst: Analyzing Stocks On Your Own (Definitive Guides (Financial Times/Prentice Hall))
    Author: Harry Domash
  • Trading in the Zone: Master the Market with Confidence, Discipline and a Winning Attitude
    Trading in the Zone: Master the Market with Confidence, Discipline and a Winning Attitude
    Author: Mark Douglas
  • The Secrets of Economic Indicators: Hidden Clues to Future Economic Trends and Investment Opportunities
    The Secrets of Economic Indicators: Hidden Clues to Future Economic Trends and Investment Opportunities
    Author: Bernard Baumohl
  • The Intelligent Investor Rev Ed. (Collins Business Essentials)
    The Intelligent Investor Rev Ed. (Collins Business Essentials)
    Author: Jason Zweig

RECOMMENDED LISTENING

  • Red Earth
    Red Earth
    Artist: Dee Dee Bridgewater
  • The Foley Room
    The Foley Room
    Artist: Amon Tobin
  • Immer 2
    Immer 2
    Artist: Michael Mayer
  • Hello Everything
    Hello Everything
    Artist: Squarepusher

RECOMMENDED FUN

  • Jim Cramer's Mad Money: Watch TV, Get Rich
    Jim Cramer's Mad Money: Watch TV, Get Rich
    Author: Cliff Mason
  • The Corporation
    The Corporation
    Director: Mark Achbar
  • Liar's Poker: Two Cities, True Greed
    Liar's Poker: Two Cities, True Greed
    Author: Michael Lewis
  • F.I.A.S.C.O.
    F.I.A.S.C.O.
    Author: Frank Partnoy