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Saturday 30 April 2016

Berkshire Live AGM, Second Longest Bull Market, Malaysian Stock Market

Today, 30 April 2016, 10AM ET., (Malaysian time: 10PM),
one of the top Investment Holding companies in the world, Berkshire Hathaway will be streaming their Annual Shareholder Meeting Live for the 1st time & they are bound to deliver wonderful insights behind the tremendous investment record they have held for over 50 years. It will be chaired by none other; Warren Buffett and Charlie Munger.

Catch it at: 

Secondly, according to Ken Fisher, we have officially entered into the 2nd longest bull run in history as of today, 30 April 2016. 
Read more of his insightful article at:

On a brief note, stocks can reach any price regardless of their worth. Facebook and Amazon have had a fantastic 9%-plus increase in stock price as of yesterday. For those whom have a great way of analysing future probable worth of these companies should be very happy with their returns since 2015.

For those whom are more comfortable with more stable outlook stocks such as consumer staples stocks should not worry much. 

Many years from now, good companies as such Coca-Cola, IBM, Berkshire Hathaway should still be around making solid returns for long term shareholders due to their entrenched nature of business. 

Global slowdown is still a global investment issue. However, businesses whom sell food like fruits are most likely to survive and flourish should they handle their quality, finances, marketing among others well. WholeFoods have been doing well for 35 years and should keep doing so as they are selling products that help their customers live a better and healthier life. However, even such great business models cannot be priced infinitely at any one point.

Malaysia
Things in Malaysia have been a little gloomy as of late. Businesses have been seen being impacted by the GST in place, the increase in labour cost, the cut down of imported labour, the increase in utility prices and much more. With the TPP coming online soon, it will be probable that larger public companies should overtake smaller businesses that are feeling the pinch of the overall business environment. 

Therefore, expect businesses with large market shares of any market segment with good responsible management to become bigger and reward shareholders in the long run. Especially with the Bursa updates coming on soon, shareholders will be able to better their participation in their part owned businesses as shareholders.

Bursa updates starting today, 30 April 2016: 



Stocks in View


Tanah Makmur Bhd (5251.KL)
There appears to be a management buyout that should profit all "entitled shareholders" (whom represent 39.81% of the company) as the set price is RM1.80 with the last trading price at RM1.67. More information: 
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=72465&name=EA_GA_ATTACHMENTS

Perak Corporation Bhd (8346.KL) & MajuPerak Holdings Bhd (8141.KL)
2015 Annual Reports are out 


Until next time, happy value investing.






[DISCLOSURE: The writer currently owns minority stake in Majuperak Bhd, Perak Corporation Bhd among the mentioned stocks as of 30/04/2016 under his personal account. JR Capital LLP has minority interest in mentioned stock IBM as of mentioned date.] 



[DISCLAIMER: Everything stated in this blog is purely the opinion of the writer and any decision taken should be based on sound judgement with risks fully born by the decision maker. The writer shall bear no responsibility for any losses due to adherence of advices blogged by the writer or any commenters.  Informational discrepancies are possible and will be corrected if any.]