I have 5 Million Cash To Invest in CSE

Any comment...

CINS.X price difference of Voting and Non voting.
CTEA. this is not moved yet with market condition & very illiquid
Guar Good divided and under value stock
LFIN Uptrend of gold market enable them to reverse sum provision made and recover future losses & merger or acquition of some finance company/s

SHARK wrote:

@NZ BOY wrote:1.LIOC becoz  PE is very low

2.YORK  bcoz cflb collcting hevily if cflb touch @40 YORK will move @20 easialy

3 VFIN - consolidation happening these days  pe is very low.

4 CCS - lot of collection these days

5 KGAL and VPEL dividend coming soon

So you will buy equally 1Million each.

As a Value Investor arent we suppose to have some ready cash and deposit some in FDs or Bonds/TB.

SHARK u r correct ...

shark i am waiting your comment,

SHARK wrote:@Kabba

You have give at least 5 choices or 10 choices and tell why.... few words would be fine as a starter   

OK. Here's my strategy.
40% stock market. 60% FD in 2 reputed financial institution (like LFIN,VFIN or CDB)

JKH - Market Leader and it has lot of potential in long term
HNB.X - Most of seniors recommended this
SAMP - Holding few shares with some profit. Planing to buy in future as a longterm investment.
HHL - Because Hospital & Parmercutial sectors are good I think.
ASIY - Final dividend pending and public holding is very less.

I invest 40% equally on above shares.

PS: I don't have good knowledge in stock market and most of the time I buy shares recommended by senior members. (and I know how to find the good people very well.   )

@Eng Krishantha wrote:1) OSEA= 40%
2) NTB  =15%
3) REXP =15%
4) LIOC at 36 range= 20%
Extra MHDL=10%

All this in my 15 Picks welldone

Experts, OSEA is all time high now. Is it good to enter now?
http://markets.ft.com/research/Markets/Tearsheets/Summary?s=osea.N0000:CSE

1.NTB becoz PE is very low

2.Samp becoz PE is very low Samp will move @250.00 easialy

3. VFIN - consolidation happening these days pe is very low.it will move @60.00 easialy
4. CDB - consolidation happening these days pe is very low.it will move @75.00, 65.00 easialy
5. Alli - consolidation happening these days pe is very low.it will move @1000.00 easialy
6 LFIN - consolidation happening these days pe is very low.it will move @200.00 easialy

Hi Its Here....

SHARK wrote:Hi Its Here....

Thanks. I couldn't find even search for it.

@Harry82 wrote:1.NTB becoz  PE is very low

2.Samp becoz  PE is very low Samp will move @250.00 easialy

3. VFIN - consolidation happening these days  pe is   very low.it will move @60.00 easialy
4. CDB - consolidation happening these days  pe is   very low.it will move @75.00, 65.00 easialy
5. Alli - consolidation happening these days  pe is   very low.it will move @1000.00 easialy
6 LFIN - consolidation happening these days  pe is   very low.it will move @200.00 easialy

Dont you think you have too much exposure on Banks for a 5 Million Investment.

Out of the Lot i would consider NTB

Others such as
SAMP I told to BUY around 160 on the reversal we expected. It turned out be accurate  
LIFIN i recommended a BUY around 120-110 range when it was @140 range told to wait till further slide, there after further encourage to BUY around 100 levels  

Hope members followed these 2 calls

VFIN i am not sure though giving a BUY and CDB & ALLI did not attract me due my personal dislike nothing to do on Technical or fundamental levels.

Shark

SHARK wrote:
Others such as
SAMP I told to BUY around 160 on the reversal we expected. It turned out be accurate  
Shark

Shark, What's your expected price drop for SAMP?
Pls share your HOLD, BUY or SELL recommendation on this.

I bought around ~180 and holding with some profit.

Thanks in advance/

May be im asking too much Qs and sharing nothing.. right. Feel bad.   

kabba wrote:

SHARK wrote:
Others such as
SAMP I told to BUY around 160 on the reversal we expected. It turned out be accurate  
Shark

Shark, What's your expected price drop for SAMP?
Pls share your HOLD, BUY or SELL recommendation on this.

I bought around ~180 and holding with some profit.

Thanks in advance/

May be im asking too much Qs and sharing nothing.. right. Feel bad.   

Have not looked at the chart or the reports lately.

CDB
ALLI
VFIN    

SHARK,

Do you like to say anything>>>

Here goes my 5mn!

here is my list..

COMB - 05%
HHL - 20%
LLUB - 10%
LION - 05%
OSEA - 20%
ALLI - 05%
AHUN - 05%
LIOC - 20%
SAMP - 10%

I think these are good..

@Harry82 wrote:CDB
ALLI
VFIN    

Harry No Idea ALLI is a Good Share ......

Well usually what happens is that i need to emotionally get attached to certain shares.

Like in the past

I Got attached to
VONE when it was 15
SHL @ 9
LION
LLUB
NEST
PLC
JINS
CTC
DIAL
All have progressed nicely

Harry
I like your collection

Specially
CDB
ALLI

Yesterday you are telling like this

SHARK wrote:
CDB & ALLI did not attract me due my personal dislike nothing to do on Technical or fundamental levels.

Shark

now you are telling Harry that you like his collection especially CDB & ALLI.

Not good to send mixed signals !

Yes thats what i said in my post earlier.
Usually i need to get emotionally attach ....... My emotions and Harry's are different thats why i mentioned they are ok for him.
But for me i look at my 15 picks. They may be good for me but not for others.
As simple as that.

I will buy 757,576 shares of Millenium Housing (MHDL) today to entire Rs.5 million.The share is interesting for Rs.6.50 and pays a good dividend too at 25 cents a share on the first year of listing.
It is a 3.84% dividend yield more attractive compared to the share price and dividend return of many other Land & Property sector counters.

And today is the XD Date - 23rd July 2014.

So there are enough shares in the market too. So if I buy 757,576 shares I will end up getting Rs.189,394/- as a dividend on first week of August even after paying a 10% withholding tax I will still have Rs.170,454.60 in my hand.Then I will go to my Licensed Commercial Banker and will deposit it to my Current Account and ask to transfer Rs.170,454.60 as a fixed deposit earning 6.5% per annum interest.Then I will ask a temporary credit facility for 90% of the fixed deposit value so that I can write cheques up to extra Rs.153,409.14 at 9.5% interest per annum. Then I will go to another stockbroker and will buy a mix of John Keells, and JKH Warrants and HNB for the Rs.153,409.60 amount and will apply for a loan against my second share portfolio's 50% value.Then at least I will get another Rs.50,000 and I will go and deposit it as a call deposit in bank.

After September this year MHDL will touch Rs.8 for sure since there are few good things to come and the results will also be interesting.Even if it touches Rs.8 per share at the end of the year I will at least earn a profit of another Rs.1 million from MHDL in which case I would be able to partly settle the two bank loans.Still even if I keep MHDL I will continue to earn better dividends since the company is good and Sri Lanka's real estate prices are increasing by 10%-15% per annum in current low interest regime.In general Real Estate price in Sri Lanka appreciates 10% annually since 2000 and MHDL already has a mature project and few new ones in the pipeline.

How is the Deal?

You got a quite a Plan in you for the 5Mil.

I would like spread the Investment between 15 counters min.

BUY them when it give a good entry level

Buy PCH at this price.

@Harry82 wrote:Buy PCH at this price.

Are you serious… it is high risky
Any reasons for that

@DealKing wrote:
I will buy 757,576 shares of Millenium Housing (MHDL) today to entire Rs.5 million.The share is interesting for Rs.6.50 and pays a good dividend too at 25 cents a share on the first year of listing.
It is a 3.84% dividend yield more attractive compared to the share price and dividend return of many other Land & Property sector counters.

And today is the XD Date - 23rd July 2014.

So there are enough shares in the market too. So if I buy 757,576 shares I will end up getting Rs.189,394/- as a dividend on first week of August even after paying a 10% withholding tax I will still have Rs.170,454.60 in my hand.Then I will go to my Licensed Commercial Banker and will deposit it to my Current Account and ask to transfer Rs.170,454.60 as a fixed deposit earning 6.5% per annum interest.Then I will ask a temporary credit facility for 90% of the fixed deposit value so that I can write cheques up to extra Rs.153,409.14 at 9.5% interest per annum. Then I will go to another stockbroker and will buy a mix of John Keells, and JKH Warrants and HNB for the Rs.153,409.60 amount  and will apply for a loan against my second share portfolio's 50% value.Then at least I will get another Rs.50,000 and I will go and deposit it as a call deposit in bank.

After September this year MHDL will  touch Rs.8 for sure since there are few good things to come and the results will also be interesting.Even if it touches Rs.8 per share at the end of the year I will at least earn a profit of another Rs.1 million from MHDL in which case I would be able to partly settle the two bank loans.Still even if I keep MHDL I will continue to earn better dividends since the company is good and Sri Lanka's real estate prices are increasing by 10%-15% per annum in current low interest regime.In general Real Estate price in Sri Lanka appreciates 10% annually since 2000 and MHDL already has a mature project and few new ones in the pipeline.

How is the Deal?  

Now he cant get Dividend (XD).Still Shark owns 5Mn.
Have to come up with a new plan. 

Eng Krishantha,

If u buy Pch another person get some money(seller).

@Harry82 wrote:Eng Krishantha,

If u buy Pch another person get some money(seller).

       

SHARK wrote:

@Harry82 wrote:Eng Krishantha,

If u buy Pch another person get some money(seller).