Wednesday, April 23, 2014

House of Cards, Its All Kevin Spacey

Following Breaking Bad, it was hard to try to watch anything that would generate the same amount of satisfaction. I tried Mad Men but it was a bit slow, and I always thought creative types at advertising were over-hyped anyway. But I found something almost as good, well nothing can be as good as Breaking Bad, but this one has guile. Its House of Cards (based loosely on the British series back in the 90s and on a memoir by Margaret Thatcher's right hand man) and Kevin Spacey's turn was riveting as he was as Kayser Soza in the mind blowing The Usual Suspects. We can get up to Season 2 and cannot wait till Season 3. Why is it so good ... Frank Underwood the character is so conniving, corrosive, the devil probably has to applaud. The relationship F.U. (pun intended) has with his wife (played brilliantly by Robin Wright) needs redefining, ... its pragmatic, symbiotic, evil and romantic.

While on Kevin Spacey, not many realise just how multi talented he is. Besides being a great actor, he could very well survive just doing stand up and impressions. His impersonations of fellow actors are near impeccable.

While we are at it, I watched the wonderful tribute to John Lennon many moons ago and Spacey was the host. I know he can sing as he did very well playing Bobby Darin in a movie. There were so many great artistes giving great renditions of Lennon's songs. At the very end, Spacey came out, and the audience not expecting anything, went agog at his remarkable rendition of Mind Games.

S&M Show Podcast

Taking A Walk Down Malaysia's "Wall Street" & Public Bank

Looking at the top volume stocks in the market and trying to make sense why they are there. Discussed the issues surrounding Public Bank with the huge rise in volume traded, and trying to make sense of the eventual and likely bidders.

Song Pick:  Easily the best piece of music to get lost or lonely with. Debussy's Clair de Lune has been so overused by movies to project a certain mood. Badly used in Twilight, its a mockery to have Clair de Lune being played with the wooden stars in Twilight. The best movie to have the piece inserted has to be Frankie & Johnny (Pacino and Pfieffer). Other movies having used the music include The Darjeeling Limited, The Atonement, Ocean's Eleven, Man On Fire, The First Day of My Life, Casino Royale, Seven Years In Tibet, Gran Tourismo4 and The Game.

Here's the final scene part from Frankie & Johnny, a heavy love story between two flawed and broken souls, so meant for each other. One knows that the other IS the one, the other is too broken to accept love of any kind.

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Amazing Pencil Art By A 16 Year Old

Shania McDonagh, (16), has become an overnight sensation in Ireland, where her pencil drawing of an old man has won the Texaco Children’s Art Competition. She is a schoolgirl in Claremorris, County Mayo.
She has won first prize in her age group for many years, but her portrait of “Coleman” has the critics raving.
It is almost impossible to distinguish the drawing from a photograph, so finely is it created, and she appears to have a huge career ahead as a portrait artist. She drew it from a photograph in a book called “Vanishing Ireland.”
Judging panel chairman Prof Declan McGonagle, director of the National College of Art & Design, told the Irish Times her work has established her “as one of the most talented artists of her generation, and one whose skill could see her become one of Ireland’s foremost portrait artists of the future.”
A major international career is being predicted for the young girl.
She said it took her only a month to draw it and she will be presented with her $2,000 first-prize next month.

Read more: 
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Tuesday, April 22, 2014

Finally ... Moyes Is Gone

It has been a torturous season for ManU fans. The last few months we have had to suck it up, and more galling was that PooLiver was near the top. The ebbs and flows of ups and downs. I posted when Moyes was appointed that I did not fancy him as a manager, he was more effective bringing out maximum value for an average team. He does not have the flair to manage players with flair. My top choice for the longest time has always been Martin O'Neill, currently manager of Ireland. I hope by making Giggs a temporary manager, we will have the time slot to get him out of his current position, in particular, after the upcoming World Cup.

Moyes' right moves: buying Fellaini and Juan Mata
Moyes' wrong decisions: not playing Shinji Kagawa; not selling Ferdinand; not selling Nani; not selling Valencia; not playing Hernandez enough; if he had sold the 3 players, we could have bolstered the midfield which lacks imagination and bite (sell 3 buy 2, maybe Schwensteiger or Ross Barkley or Paul Pogba or Sami Khedira).

Its not that David Moyes was no good, he is good for certain kind of clubs, but not Man United. We want Martin O' Neill. It has been argued that we needed to give Moyes more time, I mean Ferguson was nearly sacked in the early days at Man U as well. Sorry but the situation is different. Ferguson was building up a mid level team threatening to challenge the top while Moyes had been left with a team that just won the bloody Premiership. Yes, the players may be ageing but he pulled all the wrong levers.

You Can't Handle The Truth ... (Part 1)

 Truth and facts retold in graphs, makes you laugh and wince at the same time. Had to post in two parts, too many.

Most Crime Ridden Cities In The World

Yes, we made the list again ..... (from

Sunday, April 20, 2014

Tracking Murasaki

Updated recent highlighted stocks

Stock CodeStock NameHighlight Price(RM)Highlight DateLiked
0151KGB 0.610 18/04/2014 09:05:24 AM 0 
7212DESTINI 0.625 18/04/2014 09:04:10 AM 0 
0059MMODE 0.565 17/04/2014 03:35:51 PM 0 
7073SEACERA 1.050 17/04/2014 03:33:18 PM 0 
9083JETSON 0.680 17/04/2014 03:31:54 PM 0 
1538SYMLIFE 1.090 17/04/2014 09:04:40 AM 0 
2208PTGTIN 0.345 17/04/2014 09:03:31 AM 0 
8893MKLAND 0.480 16/04/2014 03:08:45 PM 0 
0108N2N 0.880 16/04/2014 02:21:11 PM 0 
6181MALTON 1.030 16/04/2014 09:05:30 AM 0 

Friday, April 18, 2014

Gaming Global Trends

A very interesting article from Seeking Alpha:


 Gambling Revenues (GGYs) for Selected Countries and Macau, 2013
Source: GBGC and Morss Analysis
US gambling revenues are twice as large as any other country, while its per capita level is about average. Macau is a gambling "destination" site for many Asians, as is the west coast of Australia. Per capital gambling revenues in Sweden and particularly France are low.
The preferred gambling activity differs significantly among our countries/region (Table 2). In Macau, most of the gambling is done in casinos, while in France and Sweden, the lotteries dominate. In Australia and the US, slots/machines outside of casinos are very important. In casinos, there is a striking difference: in the US, slots dominate with revenues almost 3 times greater than card games. In Macao, Macau, card games, especially Baccarat, are the primary gambling activities.
Table 2. - Gambling Shares by Vehicle, 2013
(click to enlarge)
Source: GBGC and Morss Analysis
Gambling Growth
In most of our countries/regions, legal gambling is a growth industry. As Table 3 indicates, Macau's growth is torrid, with healthy growth in 4 of our other countries. The US is a special situation to be examined later in detail.
Table 3. - Gambling Methods by Country:
Compound Average Growth Rates, 2001-13
(click to enlarge)
 GGY Growth (US$)
Source: GBGC and Morss Analysis
To highlight the differences, consider gambling in Macau and the US.
Macau is a destination site for Asian gamblers. The government limits its gambling growth by how many visas it issues to Chinese citizens. The Macau "package" includes smoking, drinking, gambling and sex.
Things are quite different in the US: there are indications that the demand for gambling per se has leveled out. The casino mainstay is individuals who want an opportunity to smoke and drink indoors. So the vast majority of casino space is given over to slots and other gaming machines where smoking is permitted. But most Americans are concerned about second-hand smoke. The casino operators are aware of this, so they are trying to convert gambling sites into Disney-type locales that will appeal to families. Indoor malls are primary recreation sites for families, and casinos want to copy them. So Foxwoods is putting in 75 discount outlets. It is interesting that when MGM announced plans for its new casino in Springfield MA, it focused on plans for a new 5-star hotel and a number of high-end restaurants.
Investment Implications
"Governments are now seeing the taxation of gambling without any backlash from voters so there is a drift upwards throughout the world except Nevada and Macau. Gambling companies are therefore easy targets. So taking that into account those that supply the industry have more insulation and are best placed. Playtech on the London Stock Exchange (PTEC.L) (OTCPK:PYTCY) and Net Entertain (NET-B.ST) provide software for e-gaming companies. Otherwise, you have to look to Macau: Galaxy Entertainment ((27:HK)) (OTCPK:GXYEY), Wynn (WYNN) (OTCPK:WYNMY) and Las Vegas Sands (LVS). For a pure Macau play, buy Galaxy.
What are the risks?
China's economy. I doubt the Chinese government will issue so many visas to Macau if economic growth suffers. It would not be politically correct. Also, the medium to small business owners may have less money to spend in Macau, but over the next 10 years it is a no-brainer. The Zhuhai Bridge will be complete in 2015 making it much easier to get to Macau. Huge developments are taking place by Galaxy and these will add to earnings (phases 2, 3 and 4 on Cotai)."

Thursday, April 17, 2014

Be Respectful ....

CNN's interview with Karpal Singh ... for those who did not like his stance against hudud or just being a good opposition politician ... watch and learn about principles above everything else.

The Nation Owes You, Mr. Karpal Singh

He need not have any of those honorific titles in front of his name but his name garners more respect from most Malaysians. Easily Malaysia's best criminal and constitutional lawyer. His motivations in life, a stout defender of human rights and an unwavering advocate for justice.

We Malaysians, sometimes pooh-pooh or are a bit blase over activists/opposition politicians and the roles they play. We are guilty of basking in the light of of their sacrifice and hard work, without so much as thanking them or being grateful. 

Warriors and defenders of our justice system make it "harder" for injustice to prevail, they may not succeed all the time, but we need them to be there so that we have hope for a better present and certainly a brighter tomorrow for our younger Malaysians.

When we sit in the shade ... we must acknowledge and thank the person holding up the umbrella for us tirelessly.


RIP Cornelius Selvam Vellu (Michael) , loyal and devoted personal aide to YB Karpal Singh.


Wednesday, April 16, 2014

S&M Show Podcast

Suggestions To EPF

Delves into how EPF can be more forthright about their investing strategy; wondering if EPF practices true asset-liability matching; actual returns against inflation; and proposing the creation of a small cap unit with RM5bn to energise the markets.

Song Pick:  The late Eva Cassidy, what a brilliant performer and interpreter of great songs. You can feel her strong spirit. Listening to Somewhere Over The Rainbow for the first time many years back, it was easily the best rendition ever. It lifts you up, then crushes your heart into pieces with devastating impact, before lifting your spirits up again in hope and yearning. Its all the more meaningful and poignant when you realise that when she sang the song, she already knew she had terminal cancer. For her, the meaning is even deeper, we can only guess at that.

Monday, April 14, 2014

Establishing A Track Record

The market has not been easy for the past few weeks. I am loathed to have to keep buring out Murasaki's track record, but we have a sustaining growing subcriber base, and soon with the onset of a new strategic investor, we will be charting the second phase of growth. Below were ALL the recent "highlighted stocks", date and time and price. Do note that our recommended strategy is to hold between 1-15 days, and to sell using our live MFI indictor. Our long strategy is based on our M index, go and find out more.

1589TEBRAU 1.410 14/04/2014 09:02:48 AM 0 
5085MUDAJYA 2.810 10/04/2014 03:25:56 PM 0 
5125PANTECH 1.000 10/04/2014 09:03:12 AM 0 
6254PDZ 0.140 09/04/2014 03:36:24 PM 0 
6548MPCORP 0.500 09/04/2014 03:19:43 PM 0 
5236MATRIX 4.010 09/04/2014 03:18:44 PM 0 
5151HALEX 0.935 09/04/2014 03:17:36 PM 0 
5077MAYBULK 2.150 08/04/2014 04:08:10 PM 0 
5166MEGB 0.445 08/04/2014 04:06:15 PM 0 
0081IDEAL 0.245 08/04/2014 04:05:35 PM
0051CUSCAPI 0.405 08/04/2014 09:08:03 AM 0 
5213SNTORIA 1.000 07/04/2014 03:26:49 PM 0 
5160HOMERIZ 0.770 04/04/2014 09:05:26 AM 0 
9261GADANG 1.200 03/04/2014 09:05:35 AM 0 
5070PRTASCO 1.980 01/04/2014 03:59:05 PM 0 
0099SCICOM 0.960 01/04/2014 03:58:35 PM 0 
6548MPCORP 0.465 28/03/2014 09:09:16 AM 0 
7140OKA 1.680 27/03/2014 03:21:24 PM 0 
5171KIMLUN 1.620 27/03/2014 03:20:53 PM 0 
8567SALCON 0.755 27/03/2014 03:20:13 PM 0 
0032REDTONE 0.735 27/03/2014 03:19:18 PM 0 
4286SEAL 0.650 27/03/2014 03:17:27 PM 0 
6254PDZ 0.125 27/03/2014 09:13:04 AM 0 
5207SBCCORP 1.810 26/03/2014 03:20:41 PM 0 

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