Good News Again for Hevea

GO ! Go ! Go! Export based stocks!! Hevea , Hevea - wb ~20 % gain in a week, same go to SAM ~10% gain in a week despite the FALLING market!

Export stocks will do well in this bearish KLSE market

Author: Ooi Teik Bee   |   Publish date: Thu, 20 Aug 2015, 08:46 AM 

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Dear valued readers,

Ringgit is > 4.00 to 1 USD now, we should continue to focus on export stocks. The strengthening of USD will help to improve the EPS or EBIT of the export stock. 

I will enclose the chart of the following stocks to show you the trend.

Export stocks

Vs

Mpi

Latitud

Liihen

Heva-WB

KLSE component stocks

Maybank

Sime

Tenaga

TM

KLK

Please decide yourself which sectors will you choose. We want to buy up trending stocks only, but not down trending stocks like most of FBMKLCI component stocks.

Final decision is yours.

Thank you.

Ooi

Above are the comments from Mr Ooi Teik Bee! the veteran of the KLSE! 

He really sharp with his stocks selections! 

This actually apply to the stocks I have picked for myself, e.g :

1. HEVEA

2. HEVEA Wb

3. SAM 

Seem likes our Hevea, Hevea Wb and SAM doing excellent this week!

Hevea RM 0.84 to RM 0.955 ( almost 20 % gain)
Hevea wb RM 0.65 to RM 0.72 ( almost 20 % gain)
SAM RM 4.45 to RM 4.85(~10%gain) 
can they go higher?

Don't forget to lock in some profit in the meantime. All the best folks!

I also wish to share with you something really important! 

why does people chase for wealth? It is not really the money itself... if you chase after money, at the end of the day, even you get millions, billions of dollar, you will still feel the emptiness if the money does not fulfill your need!

so what is the need that human tend to fulfill with their wealth?

Need 1: Certainty/Comfort

The first human need is the need for Certainty. It’s our need to feel in control and to know what’s coming next so we can feel secure. It’s the need for basic comfort, the need to avoid pain and stress, and also to create pleasure. Our need for certainty is a survival mechanism. It affects how much risk we’re willing to take in life—in our jobs, in our investments, and in our relationships. The higher the need for certainty, the less risk you’ll be willing to take or emotionally bear. By the way, this is where your real “risk tolerance” comes from.

Need 2: Uncertainty/Variety

Let me ask you a question: Do you like surprises? If you answered “yes,” you’re kidding yourself! You like the surprises you want. The ones you don’t want, you call problems! But you still need them to put some muscle in your life. You can’t grow muscle—or character—unless you have something to push back against.

Need 3: Significance

We all need to feel important, special, unique, or needed. So how do some of us get significance? You can get it by earning billions of dollars, or collecting academic degrees—distinguishing yourself with a master’s or a PhD. You can build a giant Twitter following. Or you can go on The Bachelor or become the next Real Housewife of Orange County. Some do it by putting tattoos and piercings all over themselves and in places we don’twant to know about. You can get significance by having more or bigger problems than anybody else. “You think your husband’s a dirt bag, take mine for a day!” Of course, you can also get it by being more spiritual (or pretending to be).

Spending a lot of money can make you feel significant, and so can spending very little. We all know people who constantly brag about their bargains, or who feel special because they heat their homes with cow manure and sunlight. Some very wealthy people gain significance by hiding their wealth. Like the late Sam Walton, the founder of Wal-Mart and for a time the richest man in America, who drove around Bentonville, Arkansas, in his old pickup, demonstrating he didn’t need a Bentley—but of course, he did have his own private fleet of jets standing by.

Significance is also a money maker—that’s where my dear friend Steve Wynn has made his fortune. The man who made Las Vegas what it is today knows people will pay for anything they believe is “the best,” anything that makes them feel special, unique or important, anything that makes them stand out from the crowd. He provides the most exclusive, luxurious experiences imaginable in his casinos and hotels—they are truly magnificent and unmatched in the world.

Need 4: Love & Connection

The fourth basic need is Love and Connection. Love is the oxygen of life; it’s what we all want and need most. When we love completely we feel alive, but when we lose love, the pain is so great that most people settle on connection, the crumbs of love. You can get that sense of connection or love through intimacy, or friendship, or prayer, or walking in nature. If nothing else works, you can get a dog.

These first four needs are what I call the needs of the personality. We all find ways to meet these—whether by working harder, coming up with a big problem, or creating stories to rationalize them. The last two are the needs of the spirit. These are more rare—not everyone meets these. When these needs are met, we truly feel fulfilled.

Need 5: Growth

If you’re not growing, you’re dying. If a relationship is not growing, if a business is not growing, if you’re not growing, it doesn’t matter how much money you have in the bank, how many friends you have, how many people love you—you’re not going to experience real fulfillment. And the reason we grow, I believe, is so we have something of value to give.

Need 6: Contribution

Corny as it may sound, the secret to living is giving. Life’s not about me; it’sabout we. Think about it, what’s the first thing you do when you get good or exciting news? You call somebody you love and share it. Sharing enhances everything you experience.

Life is really about creating meaning. And meaning does not come from what you get, it comes from what you give. Ultimately it’s not what you get that will make you happy long term, but rather who you become and what you contribute will.

Now think about how money can fulfill the six human needs. Can money give us certainty? You bet. Variety? Check. Obviously it can make us feel important or significant. But what about connection and love? In the immortal words of the Beatles, money can’t buy you love. But it can buy you that dog! And it can, unfortunately, give you a false sense of connection because it attracts relationships, although not always the most fulfilling kind. How about growth? Money can fuel growth in business and in learning. And the more money you have, the more you can contribute financially.

Invest in Hevea RM 0.83

Invest in Hevea again! RM 0.83
When everyone is fearful, it is time to invest!

Why the market drop?
- The FBM KLCI fell 26.78 points as the ringgit weakened above 4.0000 versus the US dollar on continued foreign selling after China devalued its currency. China's move had routed Asian share markets and currencies.

-For now, it is still uncertain how much the ringgit will weaken further against world currencies as prospect of US interest rate hikes this year led to demand for US dollar-denominated assets.

-China's move to devalue its currency may also prompt Asian central banks to do the same to ensure export competitiveness.

- Political instability in Malaysia??

- Foreign investors Running Like Hell in last 3 days!

Nevertheless, fundamentally for Hevea
1. last EPS 4.5 cents ( base on 1:4 split), if we annualise its eps 4.5 x4 (18 cents ) , giving its latest PE <<< 10!!

2. not to forget the rise of us dollar is actually a boost for its EPS!

well, when is the best time to enter current market in view of huge in volatility? I don't know... but, you can buy in stages any stocks with good prospect according to your own judgement.

sharing from Mr Koon Yew Yin:

Lesson for the failures in Share Investment - Koon Yew Yin

Author: Koon Yew Yin   |   Publish date: Tue, 11 Aug 2015, 08:45 AM  

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First of all, you must truthfully examine your own track record to see your performance in share investment. If have not been successful, you must change your method of selecting shares. If your selected shares continually cannot go up in price, it means that you do not even know the basic fundamentals in share selection. You must read all my articles I posted in i3investors.com, bearing in mind that there are a few failures whose commentaries are abusive and senseless. They cannot even write without some grammatical errors. They must seriously examine their own track record.
Most important share selection criteria:
There are many stock selection criteria such as NTA, dividend yield, cash flow etc. The most important is profit growth prospect. Earning per share, EPS growth is the most powerful catalyst to move share price. The reason why Latitude Tree went up from Rm 1.00 to above Rm 7.00 in the last 26 months is because its quarterly profit as announced in Bursa has been increasing continuously. It went up yesterday when KLCI drop 28 points.
Now you must check all your current holdings. You must make sure that they can make more profit this year than last year, otherwise the price will drop when they announce reduced profit for the year. If you are not sure that some of your holdings will make more profit this year than last year, you must not be afraid to sell and cut loss.   
Emotion overtakes logical thinking: 
If you have been selecting shares with good fundamental qualities and yet you could not make money, you have to examine your behavior when the market is up or when the market is down. Do you dare to buy now when the market is plunging? Yesterday, 10^th Aug 2015, the KLCI dropped 28 points. Are you selling your shares even they are really good shares?
Did you sell to make profit when the market was euphoric, people were buying like crazy? If you did not, you have to seriously control your emotion. You must make sure that your emotion will not control your logical thinking.
With most major decisions in life, emotion overtakes logical thinking. As a result, most investors including professionals cannot perform. They are called “irrational investors”.
To be a successful investor, you must overcome your emotion and be able to think logically. You must have the guts to go against the crowd and be a contrarian investor. You must dare to buy while others are selling desperately and you must dare to sell when others are eager to buy aggressively.
Share prices move up and down like a yoyo: 
Finally, the most important and rarest quality of all, is the ability to live through volatility without changing your investment thought process. This is almost impossible for most people to do. When the chips are down they find it hard to sell their stocks at a loss. They find it difficult to average down or to even put any money into stocks at all when the market is going down.
People don’t like short term pain even if it would result in better long-term gain. Very few investors can handle the volatility required for high portfolio returns. They equate short-term volatility with risk. This is irrational. Risk means that if you are wrong about a bet you make, you lose money.
A swing up or down over a relatively short time period is not a loss and therefore not risk, unless you are prone to panicking at the bottom and locking in the loss. But most people just can’t see it that way. Their brains won’t let them. Their panic instinct steps in and shuts down the normal brain function. Their emotion controls their logical thinking process.
My advice: You should not invest in shares

1. if you cannot control your emotion and sell desperately now as if the market cannot rebound.  
2. If you cannot understand the quarterly report announcement in Bursa.
3. If you cannot understand the company annual balance sheet.
4. If you cannot afford to lose some money because share investment is risky.
5. If you are always too busy and have no time to review your share holdings.
6. If you cannot understand what is P/E ratio, NTA, Cash flow, dividend yield etc.
7. If you could not appreciate all my articles I posted in i3investor.com.