AFG Worth Re-Entering Now

Now that Maybank and CIMB have left RHB alone, RHB is going after OSK. The EON Bank saga is finally over. There seems to be a timetable for banking mergers to be completed?!!?Whatever it is AFG looks like a great candidate for re-entry at current prices. As a stock it is relatively safe, it has one of the more stable net dividend yields of over 4%. The other decent counters in that category include: Maxis (net yield of 7.2%), Sunway REIT (6.1%), DIGI (5.8%), Public Bank (4.2%), Malaysian Airports (4.0%) and the Alliance Finance Group (4.0%).Despite the weak markets for the last few weeks, the stock price never went below RM3.00. The buying...

Read More

Dialog Looking Good For A Pick-Up

Well, how long has it been since I have written about a stock? Better off not doing anything over the last 2 months. So, even when I write about this, I know very well, probably no one will care to follow, maybe only after it has rise another 20%.Following the slump, there are plenty of cheap(er) valuations but which to follow. The money will always follow the big money. Speculative stocks (i.e. syndicate controlled) will be hard pressed until the broader market recovers. Big money means, big funds, what would they be looking at. They will scan all available research, maybe stay away from GLCs for the time being with elections so near. Looking...

Read More

Where We Are Right Now

This aptly summarises where we are right now, quite brilliantly. Got this from my friend, no source record...

Read More

Facebook Makes Me Mad Sometimes

Well, its been nearly 2 years since my Facebook rants ... and plenty of changes have passed then ...  I think the users have more than tripled or more ... and my FB friends have surged to just over 100, still manageable ... but the inherent silliness still prevails.I can appreciate the wonders of Facebooking, to keep in touch and to share, in a manner that is more intimate and profound than say just by emails.The Facebook universe is now 175 million users strong.After sitting at a computer typing all day, the last thing I want to do when I get home is sit in front of another computer so that I can read the fascinating facts and fancies on...

Read More

Dilbert@Malaysia

...

Read More

Why Investing Is So Difficult? (Updated)

This was posted back in January, thought I should add a few more pointers. The market can be mad or even maddening but we cannot afford to be either. Successful people have that quiet confidence about them, and in the way they carry out each project. Confidence can be in your own abilities and with a distinct minimal fear of failure.The trouble is when you make investment choices based on "madness" or rage. Then there is over confidence, or rather a blatant disregard of the consequences (can only focus on the positive consequences), and an abject disregard of the fear of failure. Both scenarios are terrible choices.Again, the key word is "choice",...

Read More

Papa Said There Will Be Times Like These

Some have written to say why no updates ... markets like these what to write home la ... Nothing good to say, say nothing la. One thing is clear, its very difficult for markets to rise but when they fall, its very quick indeed. All I can say is that the sharper and faster the falls, the more pressure is put on EU to come up with a thorough solution. Till now, much of it have been band-aid types.Following on before when I said EU will not let Greece default, well, now after thinking through, I think it will be best to let Greece default. However, before they do that, they MUST do a backstop for other troubled nations like Italy, Portugal, Spain...

Read More

The Bike I Want!

Finally, the bike I want is on the road ... the Tron bike and almost all electric. Looks to be a bit hard to ride, but hey, gaya mesti ada ...

Read More

Something Different

I was browsing through my links and came across this wonderfully beautiful tribute to two ladies. Both were recently featured in The Star as historical "articles". Am I the only one here who thinks that those 30-40 year old articles were wonderful reads, much much better than what we get nowadays. I digress.It so happened that the blogger knew the two ladies well, Adele Koh and Jean Pereira. Go to the link and have a read, the song at the end was touchingly apt.http://zorro-zorro-unmasked.blogspot.com/2011/09/remembering-adele-koh-and-jean-periera.h...

Read More

Dilbert@Malaysia ... scene at a number of public listed CEO offices

...

Read More

What Change Are We Asking For?

We are all clamouring for change and reforms, but in many of us its the ABU mentality that pervades our thinking (not that its a bad thing). ABU, anything but UMNO. That can be the initial source of aggravation or anger or disillusionment. Let's not be swayed by the so called repeal of ISA laws, to me and to many, that is just the tip of the iceberg of resentment.We must also know what kind of change we are propagating, we are not lunatics protesting at the asylum, although that might not be a far fetched scenario. We need to be knowing of what we are fighting for, what we are demanding, whether its achievable within our life time and realistic enough within the context of our makeup and history.The Bill of Rights promoted by RPK's Civil Liberties unit is wonderful, but even RPK knows that...

Read More