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Saturday, 26 October 2019

iCapital.Biz Berhad price chart since listing

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iCapital.biz performance over the last 14 years iCapital.biz was listed at the end of 2005 with a NAV of around RM 1.00. On 2...
Friday, 27 September 2019

Some Ideas on Managing Portfolios

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Portfolio management is more than the sum of the purchase of attractive stocks. Here is a view on the overall lines of action on managin...

Indebtedness

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We should steer clear of businesses that are highly indebted, since they can negate our estimates of future earnings. Debt improves the r...
Tuesday, 24 September 2019

How bonds with negative yields work and why this growing phenomenon is so bad for the economy

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PUBLISHED WED, AUG 7 2019 KEY POINTS About a quarter of the global bond market, or about $15 trillion worth of bonds, offer negative...
Sunday, 22 September 2019

Capital Allocation by the Managers: Study their track record and their decision-making processes.

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So you have bought a good company at a decent price.  You have completed the essential part of choosing your favourite stocks. By definit...
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Companies to avoid

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Avoid these companies described below.  That is not to say there are no good investments to be found, but the chances of this happening are...
Saturday, 21 September 2019

The Possibility of Reinvesting More Capital in companies with High Returns on Capital

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Bear in mind that the potential for companies with high returns on capital to reinvest a lot of capital are limited, since they tend not...

How can you begin to own a portfolio of quality companies?

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Settling on Quality There is no scientific way of finding the perfect combination off price and quality. Should we pay dearly for hig...

Share repurchases and subsequent cancellations.

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Buffett has very clear ideas on share repurchases and subsequent cancellations. Buybacks clearly make sense when there are no better ...

Shift to Quality

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Graham was too focused on  price at the expense of quality.   Of course, this is an oversimplification.   Graham also took account of other...

The disconnect between economic and earnings growth

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Saturday, 21 Sep 2019 By   Pankaj C. Kumar THERE has been much debate about the lacklustre performance of Malaysia’s stock ma...
Friday, 20 September 2019

Impairment charge

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"Impairment charge" is the term for writing off worthless goodwill. These charges started making headlines in 2002 as companies...
Thursday, 19 September 2019

The Quality of Companies: Practically all the value investors have gone down the same path of Buffett.

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Graham was too focused on price at the expense of quality.    However, in hindsight, it was clear that the portfolio of quality companies...
Wednesday, 18 September 2019

The company's growth plans: Your approach as an investor.

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Good growth is exciting for any company that you own. Growth can be through organic growth or through mergers and acquisitions. However...

Business Quality

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Business quality is defined by the return on capital employed, calculated before goodwill. The implication is that better returns are s...

What is investing? My core.

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Investing is all about buying a flow of earnings at an acceptable price. The pace of earnings growth is a second-order issue. Risk i...
Monday, 16 September 2019

How do you select your stocks: Quality First, then Value.

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A great company deserves a higher valuation. It is possible that you paid a slightly higher price than you wanted to pay for the stock, whi...
Friday, 6 September 2019

Pentamaster

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Pentamaster locks in RM238mil sales Monday, 02 Sep 2019 By DAVID TAN Pentamaster executive chairman C.B. Chuah checking out tes...

Value Added Statement

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VALUE ADDED STATEMENT Value added is an effective means of both measuring company performance and identifying the way in which the va...

Value Added: Market Value Added and Economic Value Added

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VALUE ADDED MARKET VALUE ADDED ECONOMIC VALUE ADDED MARKET VALUE ADDED (MVA) Market value added (MVA)  = Current mark...