Hidden growth...
________________________________ From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of kang_ocoy_maen_saham Sent: Monday, April 14, 2008 1:16 PM To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Mr W4W = Indonesian Buffet...Re: Screening Stocks Buat yg mau Long hoho.., fren fren smua tau gak kemaren waktu filing SEC terakhir Buffet abis akumulasi saham Kraft (makanan, kena dampak food price), saham USG (Produsen Material buat Housing), sama wells fargo (banking).. semuanya lagi kepukul parah even di sektor ini kan smua outlook earning semua jg dipangkas... kenapa coba?? hehe selain dr segi "Strong-balance-sheet" dr ke 3 emiten ini ada yg bisa kasih opini kira2 kenapa si WEB akumulasi 3 saham ini?... Investing is simple. But, it's not easy... Having the guts to buy great companies when they are temporarily out of favor requires discipline, patience, and focus. So, lash yourself to the mast. Ignore the screams and lamentations of all the paranoid guys. 2-3 years from now, and perhaps much sooner, the commodity input inflation problem,the housing collapse problem, and the credit crisis problem will likely all be distant memories. also for all the bad news, didnt the Market Discounted all Those stuff into prices??? --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , "jsx_consultant" <jsx- [EMAIL PROTECTED]> wrote: > > Embah rasa kalo AALI ditest pake KRITERIA Mr W4W bisa LOLOS > screening deh... > > Ada yg udah coba ?. Daripada ngurusin BUMI, analis senior aja > masih BEDA PENDAPAT.. > > Supaya MUTIARA INVESTASI yg disumbangkan Mr W4W ini jangan sampe > hilang, embah simpan di: > > http://www.obrolanbandar.com/jurusinvestor.htm <http://www.obrolanbandar.com/jurusinvestor.htm> > > > --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , "jsx_consultant" <jsx- > consultant@> wrote: > > > > Mr W4W ini kalo prakteknya jago bisa jadi Indonesian Buffet.. > > > > > > --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , "mr_w4w" <mr_w4w@> wrote: > > > > > > > > > Seperti rekan2 yg lain, saya juga sudah siapin 2 Ember cadangan > nih > > > buat nampung buangan hehehe ... > > > > > > Dalam kondisi seperti ini, saya pilih yang benar2 bagus. > > > > > > Buat perbandingan saja, Screening saya : > > > > > > Past performance criteria : > > > > > > 1) .. Long Term Debt/Equity mendekati NOL ... > > > Perusahaan kayak gini jelas tahan gempa dan lebih punya > > flexibilitas > > > dalam financing ke-depannya. > > > > > > 2.).. 3 tahun terahir rata2 EBITDA margin diatas 20%. > > > > > > 3.) .. Dividen Yield lumayan .. kalo bisa diatas 3%. > > > > > > 4.) .. EV/EBITDA sekecil mungkin, kalo bisa dibawah 8. > > > > > > 5.) .. CAGR EPS dan sales 3 tahun terahir di atas 20%, sukur2 25%. > > > > > > 6.) .. kriteria subyektif : Management-nya bisa dipercaya!!! > > > > > > Future Criteria : > > > > > > 1.) CAGR EPS dan sales 3 tahun "KEDEPAN" masih bagus, kalo bisa > di > > > atas 20%. > > > > > > 2.) Asal PEG disekitar 1.2 saja lah. > > > > > > 3.) Kalo sempat ngitung DCF, paling ngga ada margin of safety 40%. > > > > > > Mari berburu saham bagus ... > > > > > > This email and any attachments are confidential and may also be privileged. If you are not the addressee, do not disclose, copy, circulate or in any other way use or rely on the information contained in this email or any attachments. If received in error, notify the sender immediately and delete this email and any attachments from your system. Emails cannot be guaranteed to be secure or error free as the message and any attachments could be intercepted, corrupted, lost, delayed, incomplete or amended. Standard Chartered PLC and its subsidiaries do not accept liability for damage caused by this email or any attachments and may monitor email traffic. Standard Chartered PLC is incorporated in England with limited liability under company number 966425 and has its registered office at 1 Aldermanbury Square, London, EC2V 7SB. Standard Chartered Bank ("SCB") is incorporated in England with limited liability by Royal Charter 1853, under reference ZC18. The Principal Office of SCB is situated in England at 1 Aldermanbury Square, London EC2V 7SB. In the United Kingdom, SCB is authorised and regulated by the Financial Services Authority under FSA register number 114276. If you are receiving this email from SCB outside the UK, please click http://www.standardchartered.com/global/email_disclaimer.html to refer to the information on other jurisdictions.
