Just wanted to say that I’m still around… what with crisis after crisis in the financial industry, the Olympics and all the shenanigans going on in the Malaysian politicial scene I have not had a chance to research any new articles lately.
But here’s a quick note to medium and long-term investors and contrarians: I repeat [...]
Author Archive for dirtydog
This week’s Economist has a great article entitled “Turning Panic Into Opportunity”, which discusses what to look for when buying in a bear environment like we are facing today. Adapting the article to the Malaysian market, in summary the criteria proposed are:
1) Volatility: In the US, the VIX index measures the degree of volatility in [...]
One more pain - bear market strategies
Published by July 8th, 2008 in Investment Notes and Tenaga Nasional Bhd. 0 Comments Back in March I commented that there will be “one more pain to come” as the bear cycle moves to the next and possible final phase. This is the hardest and longest part of the market which is characterised by depression.
Judging from the sentiment I feel from reading reports, articles and talking to traders, I [...]
As discussed below. Here is an update of the portfolio, which is based on an opening value of $100,000. Although prices of most of the stocks in the company have fallen lower in line with the market, dividends and interest from the outstanding cash positions have been chipping away at the loss and the fact [...]
Following last week’s stock market plunges I am starting to hear fear creeping into the mentality of many traders. 6 months ago the most common brag of punters is he or she invested in this stock or that stock and made X% in so many weeks. Now, the most common brag is that he or [...]
I have just uploaded a scorecard for KKB Engineering (column in the right). This is a company which has a very steady balance sheet, earnings and low gearing and as you can see scores a magnificent 12. On top of that it has been bucking the recent KLSE downtrend, which makes this counter valuable for [...]
kkb-engineering-bhd (10-06-08)
Came across this article in the papers today which provides an interesting case study. I quote:
“Four months ago, judging myself to be the next Warren Buffett, I logged on to my Charles Schwab account and did something that in hindsight was astonishingly stupid, even for my own very long roster of financial screw-ups. I clicked [...]
So you think you know about Malaysia? If so, see if you can answer these questions.
A. What is Malaysia’s largest economic sector?
Ans: Manufacturing (electronics and electrical components) - despite all the brouhaha over palm oil. This is followed by the services sector (banking, insurance, trade etc.) It is estimated by Deutsche Bank that only 2.1% [...]
After a several month hiatus I have managed to start posting company scores again. This is because my efforts have been more focused on the volatility we have been experiencing recently, where making money has been more about market timing rather than balance sheet analysis.
Anyway, in case you are not aware of this counter, it [...]
