Wednesday, June 22, 2011

For Those Who Do Not Trade

Blogger soonyeah said...

Dali, I know your investment horizon is short term. As some of your reader don't have a lot of team to monitor the market, can you help write write up a post on "What you like for long term" ? What stocks can we contribute as a fund to buy every months to fight inflation ? Kindly advise.


If you are not a trader, your view would be to hold stocks that will outperform amidst the volatility. Below are some stocks that I would like to hold (if I can) till year end or end March 2012 at least:

1) QL
2) Sunway Holdings-W (to convert)
3) Sunway City-W (to convert)
4) Press Metal (to go through the exercise)
5) Coastal
6) MRCB


For inflation hedge and long term equity performance:

1) UOA Development
2) IOI Corp
3) F&N
4) PPB
5) Cocoland



Please don't ask me to explain why, this is not an investment service. These are suggestions, you have to do your own research.

NOTE: The above opinion is not an invitation to buy or sell. It serves as a blogging activity of my investing thoughts and ideas, this does not represent an investment advisory service as I charge no subscription or management fees (donations are welcomed though). The content on this site is provided as general information only and should not be taken as investment advice. All site content, shall not be construed as a recommendation to buy or sell any security or financial instrument. The ideas expressed are solely the opinions of the author. Any action that you take as a result of information, analysis, or commentary on this site is ultimately your responsibility. Consult your investment adviser before making any investment decisions.

7 comments:

lai said...

Why are there no "photos" here???

Too much wind/water???

kine said...

For IOI they should not mislead all
their products as true RSPO (roundtable on sustainable palm oil) until they are able to resolve this issue on complaints raised by several Non Governmental Organizations namely Migros, Friends of the Earth and Grassroots as well as the local community of Long Teran Kanan in Sarawak.

ronnie said...

Sifu. My dream is to buy a lot of shares in a small cap company with market cap of less than RM200mill. It will grow a 100 times over 20 years. Just like Dialog and SP Setia.

What do you recommend that I invest in?

Salvatore_Dali said...

ronnie,

100x growth is a bit hard ... how about 10x in 5 years ... that would be 1,000% return anyways ...

I would look at:

EAH
RA
QL

criss said...

Hi Dali,
Why do we need to convert the following warrants? From what I understand Sunway will buy back those warrants at the following price with 20% cash and 80% newco shares.
Sunway-W - RM1.50
Suncity-W - RM1.29
Correct me if I am wrong. Thx

soonyeah said...

Thank you and appreciate your effort for providing some guideline here. Will do my homework to find out why you choose the following stocks. Once again. Thank you.

JOY said...

QL market cap is over 200m,what about boilermech?can hold for long term?