Invitation to join Investment-bloggers

I don't know why investment-bloggers.com invited me to join them but nevertheless, they seems quite cool and it will be nice to exchange views with traders all round the world.
Guess I will have to work harder to update my blog. Cheers!


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This material, and the information contained therein, is provided for informational purposes only. It is not to be construed as an offer to buy or sell or a solicitation of an offer to buy or sell any financial instruments or to participate in any particular trading strategy in any jurisdiction. It does not constitute a recommendation or the provision of investment advice. The financial instruments discussed may not be suitable for all investors and investors must make their own investment decisions using their own investment advisors as they believe necessary and based upon their specific financial situations and investment objectives.

Value Partners, I love you and (all fund managers who buy into my holdings)!!!

My wish just got answered! Finally, it is announced in CIMB's report on 9 March 2006:"

China Lifestyle Food & Beverages Group has announced that Value Partners, a
prominent fund management company based in Hong Kong, has emerged as a
substantial shareholder. Value Partners’ stake represents approximately 5.07% of
China Lifestyle’s issued capital, or 21.6m shares. Major shareholder Alliance
Holdings, controlled by the founding family still own 72.4% of China Lifestyle,
followed by Value Partners of 5.07%, as the second largest shareholder. (China
Lifestyle)"

Remember I last blog that I hope for value fund managers to go into ChinaLifestyle!
Immediately, of all people, Value Partners, answered my call!!!
My initial guess is that DBSAM will become a majority shareholders since they are the IPO manager for ChinaLifestyle. My hope is now is DBSAM join in the fun since Singaporeans are risk adverse and with foreign fund into ChinaLifestyle, they may now want to put something into this bugger.
If this is also answered, I may consider setting up a booth outside GuanYin Temple at 4 horse Road (Maybe it's more profitable and less stressful than stock picking and trading)!
Before you got overly enthusiatic over Value Partners, plse be reminded that they are also the ones holding United Foods (I know a lot of valued investers are conned into this one!)

For those current Chinalifer, I think we can all hold on to it for a bit longer. You may also consider adding a bit more say additional 30% into the initial holding after the price spike (due to Value Partners' announcement today, price has spike 1-2 cents more.) is smooth.

Nowadays, it seems that it is harder to use TraderYap Ez3steps to make money as the market seems to be very edgy, up a while and then come down FAST!!!

LuoZhou and ChinaEssense is still my favourite for medium term investing! Think the upside is there but market is very undecisive, trading is not recommended but investing can be considered. My definition of investings means you have to hold more than T+1 so full payment is required.

For speculative positions, I just go into STIsgaECW060629 which immediately make money for me yesterday and just go into LMA due to its closed of above 93 cents and high volume.
Hopefully, this 2 buggers can make me some quick money while my ChinaLife grows bigger and bigger.

Today, the IPO for ChinaMILK will closed @12pm, if you have not subscribed for it, go ahead and do it.
It will be $1 well-spent.
The chance of getting an IPO at 1 lot is normally 1 out of 20 to 1 out 99 (for very very hot IPO!).
So assuming getting 1 lot and IPO price for ChinaMilk is expected to be 80 cents, a profit of $155 (ex-commissioned) can be realised.
Expected Value (IPO @ 80 cents) = $155X0.01 - $1X0.99 = $0.56
Do this a million times and you will be $560,000 richer!

TraderYap is now seeing a set of wheels for his Mercedes (Thank you, Value Partners!)!!!

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This material, and the information contained therein, is provided for informational purposes only. It is not to be construed as an offer to buy or sell or a solicitation of an offer to buy or sell any financial instruments or to participate in any particular trading strategy in any jurisdiction. It does not constitute a recommendation or the provision of investment advice. The financial instruments discussed may not be suitable for all investors and investors must make their own investment decisions using their own investment advisors as they believe necessary and based upon their specific financial situations and investment objectives.

Fooled by Bullishness!!!

For those of you who have followed my stockpick of Landwind and Chinalifestyle.
I hope you have already cut loss and look for a better stock elsewhere like StarPharm.
KE in and KE out!
Or else you will be like me....;-(

I have cut Landwind @37.5 cents because I am not available to sell it at 39.5 cents when it breached the 40 cents level. Ooch! It's so painful but you just have to do it as a trader, cut your feet while you still have your leg!

For Chinalifestyle, I have bought mine at 23.5 and 24 cents and still holding on to them cause their results is actually quite good. I will be getting my dividend of 1 cents in 3 months' time while my overdraft credit charges me only 2.8 % for 6 months.
I am still bullish crazy waiting for it's 3rd wave. Where are all the valued fund managers, PE of 4-5 and dividend of 10%?
Well, my mentor, George Soros has said," An investment is a speculation went bad!"

I think it is good that the market has given me a strong signal that I should not be complacent.
I was holding on and thinking that it is just a slight pullback of wave 2 when the market gives me a strong signal to cut and hide.
It tells me that I should hold on to my day job for the time being and I shall be better to my boss while my mercedes has to wait for a while. Sigh.................

Last week IPO Luzhou seems like a good fundmental cum day trading bet, I have go in and take a very little bite. Managed to take home a few extra hundred bucks today. Similarly, Chinese Essence (Lousy name, but who cares, the real name should be China Potatoes Crusher, CPC or something more garang ) seems to me it a fundamental bet. My mouth waters when I look at the IPO placees, Dubai Investment Corp(DIC)!!! Say that again!!! DIC....

Let hope Dubai Investment Corp comes into Singapore Market and do something similar like P&O deal again. Using Singapore as a China Proxy to invest into China.
Invest into Temasek invested companies like China-Sun and pull a China-SKY. IT will be a Good deal!
Better still for a great deal, invest into ChinaLife and make it into a PE 30 company like P&O! And I can pay back my overdraft and bring home a mercedes at the same time! THIS will be what I call a great deal!

Trade (~Invest) well and be happy!!!

***This material, and the information contained therein, is provided for informational purposes only. It is not to be construed as an offer to buy or sell or a solicitation of an offer to buy or sell any financial instruments or to participate in any particular trading strategy in any jurisdiction. It does not constitute a recommendation or the provision of investment advice. The financial instruments discussed may not be suitable for all investors and investors must make their own investment decisions using their own investment advisors as they believe necessary and based upon their specific financial situations and investment objectives.

30% returns in 4 weeks!

Hi, all,
Happy Chinese New Year!

I am real busy these past few weeks, mind you, not trading but doing household chores, repainting the house and minding my babies. I told my wife that it easily cost me $10K per week by keeping me away from the monitor for that 2 weeks of housework!

Now I am doing my National Service duty and patroling the streets in the western parts of Singapore. If you are hokkien, u will know that I am a Big Dog in the Year of the Dog!!!

Yes, for those of you who are lucky enough to read my blog and followed my recommendations.
It'a around 30% return and growing. I do believe it will keep going and forward P/E of 40s are not unheard of! What a bull I am! Chong Chong Chong until the trend changes! (I will talk about this in future blogs!)

For those of you who have followed TraderYap Ez3steps!
You will do exceptionally well, you would have bought into Sky China Petro @ around 30-40 cents!
Congratulations and I think u deserved every cents of the profit!
Why?
Despite posting my technique of bullish stock selections free in my blog, I have received emails from people asking me for tips!
I am so upset not because people ask me for tips, but because it seems that people don't understand my TraderYap Ez3Steps!
If you don't understand, please email me so that I can clarify in future blogs.

In the meantime, using my TraderYap Ez3Steps and last weeks Straits Times stock page, you will uncover the following 2 stocks :
1.China Lifestyle @23 cents with PE of 5 (Juz make the new high!)
2. Landwind @45 cents with PE of 10 (Suffering from temporary pullback, still bullish!)

You may discover other and do share them in the comments column of this blog!

Trade Well and Be Happy!

***This material, and the information contained therein, is provided for informational purposes only. It is not to be construed as an offer to buy or sell or a solicitation of an offer to buy or sell any financial instruments or to participate in any particular trading strategy in any jurisdiction. It does not constitute a recommendation or the provision of investment advice. The financial instruments discussed may not be suitable for all investors and investors must make their own investment decisions using their own investment advisors as they believe necessary and based upon their specific financial situations and investment objectives.

Small caps, Tech and China-theme SGX stocks

Welcome to 2006, the year of the small caps, esp, tech and china-theme stocks of SGX.
After more than a year of hibernation, the small caps, tech and china-theme stocks in SGX leap to life for the past 3 days. Speculators and investors alike are snapping them up like there's no tommorrow. Will this momentum continues? That's the million-dollar questions!
In my view, this momentum will continue as the blue-chips have been pushing the SGX index for the past one year. Lots of investors have made money and there will be excess liquidity and clamouring for more money. Greed is universal!

How to choose good stocks for Trader Yap?
For me, it is easy. I call it Trader Yap's Ez3STEPS

Step 1: Made sure it is listed in the main board rather than Sesdaq!
Step 2: Low CURRENT PE of less than 10x.
Step 3: Buy when they are at 52 weeks high!
Step 3a: Sell if they dropped by more than 10% after making the new high.

"Buy at new highs, are you crazy?" You must be thinking!
NO, I am not crazy.
And let me lead you through Trader Yap's Ez3STEPS Step by Step.
In step 1, we let SGX (The authority, they might not be the best but we have no chioce here! In SGX, I trust!) do the sorting for us, good companies with establish earnings!

Go MainBoard!!!
But Imagine you are SGX and all commercial ventures are desperate for money.
"You cannot made it here but I offer you to go to my secondary board. Ring Ring
(SGX Cash Register still Ringing)!!!"

In step 2, we are screening those companies with real earnings and profits currently, NOT forecast. Thus PE ratios are important. You don't want to be involve in concepts stocks like UniFibre or Global Voice despite what the fund managers and analysits might say! Remember Interra for those with long history in the market. I am not saying that they are no good and you can't make money off them, but I am saying that they are not suitable for normal people.

In step 3, we let the market screen the shares for us, stocks are 52 weeks are normally stocks that are being accumulated or cornered (or else how do they can't be this high!).
We are riding along with the market. The market participants, the big players, the fund managers are telling us that through their ACTION, not reports!

But do remember that the all 3 steps must be present before you take action.

So how do you make money off Trader Yap's Ez3STEPS.
There's Step 3a, cut loss when they are 10% off your initial purchase price!
Preserve capital, live to fight another day!
Say bye bye to this stock! There are more stocks in SGX than your budget can buy!!!

So when to sell and take profit?
You should sell when the stock is 10% off the new 52 weeks high for 1 week!

I will talk about the reasons why in my subsequent posts!

So these are Trader Yap's picks for this 1st quarter :

China Theme
1. China Hong Xing (61.5 cents at the time of writing, off all time high of 63.5 cents)
2. China Sky (59 cents at the time of writing, off all time high of 60 cents)
3. China Sun-Bio (51.5 cents at the time of writing, off all time high of 53 cents)

But beware that these stocks are maybe highly violatile and maybe thinly traded.
ONLY speculate with money YOU can LOSE!!!
Trader Yap do trade on these stocks at times!!!

Do give me your comments, suggestions or criticisms to me at
traderyap@gmail.com.