Thursday, September 30, 2010

I have to quit drinking Coke and how to quit


Here is a list of 5 top reasons why you should just quit drinking Coca-Cola soda drinks and diet soda.

1. Counteractive to Weight Loss Efforts.
Diet Coke should be a diet staple when I was trying to lose weight, which I later I found out wasn’t the case at all. Diet soda has been found to increase possibility of weight gain by 41%.

2. Stains and corrodes your teeth.
Coca-Cola and sodas with colorings stain your teeth, as many are already aware. In addition, they have been shown to destroy 10 times more teeth material than fruit juices in just the first three minutes of drinking in a test

3. Limited hydration.
Coke and soft drinks contain caffeine, which is a diuretic. A diuretic is a drug that speeds up the rate of urine production – meaning it removes water from your body.

4. Artificial stimulant which alters your mind.
Caffeine is also a psychoactive stimulant drug. It affects the central nervous system and alters brain function, resulting in temporary changes in perception, mood, consciousness and behavior

5. Causes insomnia and sleeping disorders.

How To Quit Drinking Coke / Sodas Successfully
1. Identify a substitute drink (that’s healthier).
2. Get rid of the soda drinks in the fridge.
It may seem like a waste but it’s better than downing them into your body and ruining it.
3. And stop buying them home
4. Mentally block out the soda section in the menu when you dine outside
5. Tell Your friend your plan
6. Ensure you have enough sleep
7. Keep a record of the days you go without drinking Coke or sodas
8. Persevere. As you start cutting away Coke and sodas from your life, you may find withdrawal symptoms in the first week (depending on how heavy a drinker you were before). These symptoms may come in the form of restlessness, anxiety, cravings to drink again.

Friday, September 24, 2010

李财有方:投机投资·见仁见智

BP shares 5.2 Billion

Number in Thousand

Rev 2009
239,272,000
NP
16,759,000
eps = 3.22
price = 53

Rev 2008
Dec 31, 2008
367,053,000
NP
21,666,000
eps = 4.14
price = 38

Rev 2007
Dec 31, 2007
284,365,000
NP
21,169,000
eps = 4.07
Price = 63

2006
price = 64

2005
price = 67



以下就是我的小小功课:
美国总统奥巴马要求英国石油拿出200亿美元(648亿令吉)作为这起灾难的准备金,200亿美元是多大的数目呢?世界首富比尔盖茨的身家是500亿美元(1620亿令吉),所以英国石油要拿出的初步赔偿金大约是首富的四成身家。漏油事件发生在2010年4月20日,当天英国石油的股价是60美元(194.40令吉),市值是1900亿美元(6156亿令吉),1900亿美元是多大的数目呢?
今天整个大马股市的市值大约是3000亿美元(9720亿令吉),所以英国石油相等于三分之二的大马股市。

危机还是机会
今天(29/6 /10)英国石油的股价是27美元(87.48令吉),市值大约是850亿美元(2754亿令吉),短短的两个多月已经蒸发了1050亿美元(3402亿令吉),单单一个油井的意外就造成这么严重的损失,这个危机是危险还是机会呢?

先看危险:
这起漏油事件已经发生了两个多月,到目前专家们还是束手无策,无法把那个漏油洞口堵塞,英国石油说,这期间它已经花费了30亿美元(97.2亿令吉)的费用来抢救和清洗,而且这笔费用还与日俱增,看到这种烧钞票的速度,股东们都心寒了,怪不得它的股价会跌到这么的恐怖,真的是深不见底。
评估机构已经把它的债券评级下调至BBB级,差一点就掉入垃圾债券的等级了。

再看机会:
去年英国石油的净利是200亿美元(648亿令吉),派息100亿美元(324亿令吉)。看到这数据就我才恍然大悟,怪不得它这么爽快,一口气就答应奥巴马,它会拿出200亿美元作为赔偿准备金,原来这笔钱一年之内就可以赚回来了!
世界杯已经接近尾声了,赌球执照风波也暂告一段落,不管赌球有没有合法,要赌的人始终会找到门路,谁也阻止不了。

股汇市大赌场
有人说,股汇市就是最大的赌场,只要你牵涉在里面随时都要准备赌一手,假设你是英国石油的小股东,今天你面对的就是这样的局面。有人辞官归故里,有人漏夜赶科场,有人惊慌抛售就有人趁低吸购,希腊危机还没有解决,漏油事件又是一个危机,这是危机中的危机。投机投资,见仁见智,不管喜欢不喜欢,总之,你就是不能忽略它,因为股汇市就是投资乐园,也是冒险家的乐园。

Thursday, September 23, 2010

PBA Berhad


I had bought in 20 lots PBA, the reason why i bought in is due to the news of adjustment of water prices in Penang. Apart from that , it reach the lowest of the year ,81 cents. Down site is limited , the most 5 cents. Buy in margin of safety, Good resistances !! 10 -20% earning over 1 year shlould not be difficult. At least i got something to hold in bullmarket, or think another way, at least i got something wont drop much in bear market. Better than FD. Hopefully can get $$ in 1 to 2 mths. Accumulating my bullet to hunt another elephant.

Chinese said water is "wealth".

Mistakes Trades, Swap Trades


I am adamant, blindly believing in so called good FA. The trend has showing sharp falling but i refuse to go out, i catch the knife and keep refusing to cut loss and pay price for it, bye bye my 600 dollar. I had cut loss supermx and withdrawn all the share in Allianz.

Lessons learn, not to be so impulsive, plan every trade, dont trade because of impulsive.




Monday, September 20, 2010

Allianz


As discussed last time , i finally bought in the one i had long waited. Allianz.

The reason why i bought in is because of its newly aqcuired and operations Insurance business. Isnt it looked like LPI + Public Bank? Should contribute positively to the groups earning. I am not buying at the lowest, but the price i have been waiting for at @ 4.14 @ 1.6 lots, not much but this is the stocks i am going to hold for long term. So most probably wouldnt sell in 1 or 2 years. Treat this as FD. No volume, but this is good, so i wouldnt buy at high.

I am planning to accumulate more, treat is as FD and hold for long term if have opp presents.

Trading Buy : Supermx Review for 2nd quarter




Undervalue fundamentals.

Q2 revenue 234 825
Net profit 45,856
Net Profit Margin = 19.5%
EPS 13.51
Share Issue 339,423
Cash per share 83184 / 339423 = 0.24
Debt per share = 0.899
Inventories per share = 0.346
Net TR per share = TR-TP /Share issue = 0.55
Receivable Turn Over Ratio = ( TR /Revenue x 365 )/4
= 245227 / 234825
= 95days

TR 230,952
OTR 14,257

Cash 83184
Inventories 117272

Reserve increse frm 424710 to 482278
Long term Borrowing 163,632
Shorterm 141652

Trade payables 41,443

Betting on rebound.

FA = OK , Valuation quite good. most conservative calculation, eps 52 whole year ,PE only 8.36 as compare to pe 15 industry average. US Decision to approve medical restructuring will boost glove sector

Impact on Ringgit = from 3.3 to 3.1 riggit appreciate 6% thus reduce 6% of earnings. No problem to its high profit margin 19%. After riggint appreciate still able to make 13% due to its high profit margin , still a value buy.

TA Indicator are showing downtrend since Aug 4

Short Term trending from 20 to 21/9/2010
Price 4.35 to 4.30
RSI 24.96 oversold to RSI 40.25
%K > %D a little bit

Buying based on Price dropping from 5.48 after dilution to 4.35, 20% dropping.
EPF is buying at 5.47 @19/8 , 5.07 @ 25/8 , 4.83 7/9, 4.64 8/9, 4.83 9/9, 4.81 14/9
Total EPF holdings 22,962 = 6.7% where 6 million shares were bought recently. Something is cooking here.
Target Profit 10- 15% , which will be RM 5 a piece.
Cutloss at 11% @ 3.88


Disclaimer:These content provided is solely for education and information purposes only, and do not suggest any investment advices.

Tuesday, September 14, 2010

Important Indicator in Technical Analysis




Summary of Simple TA technique

EMA ( 5, 30 ) short term

MACD (12,26,9 ) middle term

RSI Momentum (70, 20 rules)

Stochastic (14,3) K>D price up
D>K price down (waning)