Saturday 24 October 2015

Now I know why Dr. Doom (Marc Faber) is so "reliable" in predicting market crashes

Because every year he said market will crash! One fine year, he will be right!

2015 view: Dr Doom: Gloomy Future for Market; Hold Cash or Short

2014 view: 2014 Crash Will Be Worse Than 1987's: Marc Faber

2013 view: Marc Faber: The Same Sort of 1987 Crash Is Coming in 2013

2012 view: Marc Faber: We Could Experience A 1987-Style Crash This Year

Thursday 22 October 2015

FREE Investment Seminar by Andy Yew (in Singapore)

5 Step to Consistently Pick the Biggest Winner in Stock market

- Seminar by Andy Yew (Live FM93.8 Market Analyst)

There are many mistakes a retail investor make when selecting the right stock. In this seminar, Andy Yew, an experienced remisier and trader, will share his systematic method on how to eliminate the mistakes.

Andy will also share the situation about local market now and whether singapore stocks is poised for a recovery in the last few months of 2015!

What you will learn:

5 steps to pick the right stocks?
Money management rules to follow?
What sector to look at and which sector to avoid ?
Market outlook and individual Singapore stocks analysis using Technical Analysis


28 Oct 2015, 星期三      (华文讲座)   7pm - 10pm  

29 Oct 2015, Thursday (English)    7pm - 10pm

(Please note there is a change in the Dates as I wrote the day wrong initially)

10 Anson Road, International Plaza #34-07 Singapore 079903
( Nearest MRT Tanjong Pagar )

Fee: Free

Speaker: Mr. Andy Yew (ART system founder)

To register pls click here 

or SMS <Name><Email><HP><Date><Number of 

seats> to 93676623

Friday 16 October 2015

Stock watch: Alibaba - the dragon has finally awoken!

ALIBABA - The stock to watch out for in 2016!

After falling into a deep slumber, this dragon has finally awaken! This is one stock that I would recommend putting into one of our retirement portfolio stock. Retirement portfolio to me is a stock that one should hold long term.

Contrasting Fortunes

Just like when I recommended Facebook as a retirement stock on 31st July 2013, Alibaba is one such stock! The only difference is that after my recommendation on 31st July 2013, Facebook has almost tripled from $30 plus to $100 . At this minute, Facebook is now currently at $95.90.'

Article on Facebook recommendation in 2013:

Alibaba, on the other hand, has dropped from $120 last november to the low point of $57.20. Their fortunes can't be more diverse.

In this one year, Alibaba has faced many challenges including lawsuits by US luxurious brands over counterfeit goods, China goverment slamming Alibaba over its management and illegal businesses, the crash of the China stock market. All these has given its stock price tremendous pressure.

***If you want to know about what are the Fundamental Strong Singapore Stocks to look at, join our FREE seminar listed below

Jack Ma- the visionary and story teller

However, looking at the fundamental, I don't see Alibaba in this price for long! This is one holygrail stock that consistently outperform market expectations. This is another Starbucks and Facebook in the making where almost every quarter it beats the earnings figures!

Any stock that beats the market every quarter must be taken seriously. The previous CEO, Jack Ma, must have drilled his army to execute well above their target.

To tell the truth, even before Alibaba got itself listed, I went to his headquarters in Shenzhen with my team, a seventh storey building where visitors are allowed to tour. "7" the employee tells us, is because Jack Ma likes that number. It is a number that is wholly.

Alibaba the story, was displayed when we entered the building. Flashes of photos about how Jack Ma built the company was displayed along the hallway. It has been told I guessed, a million times already by Jack Ma and his 35,000 employees.

"He likes to read novels", his employee cum tour guide told us. Alibaba even allocates a tour guide everyday to entertain visitors. The tour guide also mentioned, "He loves 金庸小说". 金庸 (Jin Yong) is of course one of the best story writer China ever produced. Jack Ma's story telling abilities must have been molded by Jin Yong.

The most important thing is that Jack Ma is a visionary who is able to guide his army to execute his vision and plans. 

To me, as an investor, that is one important unorthodox ingredient I look for in a new IPO that might multiply! 

<A founder or CEO who is charismatic in selling a vision>

Look at Tesla, Apple, Microsoft or Amazon stock price. Across the years, they have all surged because of their charismatic CEOs.

The greatest IPO in history happens for a reason

I have said many times to my students, "The greatest IPO in history always happen for a reason." The investment banks have done homework for us. They know that this stock can perform and is exciting to sell. That is the reason this stock can sell shares and often times, to make more money, they sell so much shares that it makes the IPO oversubscribed. Those greedy Wallstreet bankers!

That is also the reason that normally during the first year of a mega IPO, the stock will drop hard. It happens to Baidu, Visa, Google or even Facebook. They tanked in their first year of IPO, but came back strongly. Facebook's first year drops from $40 to $17. But Facebook price of $95 now makes $17 ridiculously cheap. It got oversold.

This is the same situation Alibaba might be in now. It dropped half priced. Normally when a mega IPO dropped half priced, we got to take note! It is finally cheap now!

Recent price surge may signal the start!

Recently looking at the price, we can see that it surge quite a bit from $57 to today's $71. Momentum is sure building just before its earnings and 11 november singles' big online sale.

To me, this is a retirement stock portfolio, meaning buy and don't sell for the next 5 years. Be like Warren Buffet. Hold long term! Wait for one day, this stock to give dividends and receive passive income. Buy whenever it dips 10-15%. Don't care about market conditions, buy the BUSINESS!!!

For singapore and malaysia investors, it isn't hard nowadays to buy a US stock. Ask your local broker how to do it.

It is not easy to spot another retirement stock. It took me 2 years since I spotted Facebook in 2013.


Daniel Loh


Free Singapore Stock Seminar by Daniel Loh: 

Secrets of how investors should pick a good fundamental stock?
- What is wrong with value investing methodology

As US enter into the holiday filled season, I am optimistic that 4th quarter will be a strong one! 

There are great opportunities to pick up some good fundamental stocks that are oversold. 

Join this seminar with Daniel Loh to find out who are those?

You shall learn:

1) What are the good fundamental singapore stocks you can watch out for in 4Q 2015?
2) How do you spot a stock that is strong fundamentally?
3) What are your trading strategies for this quarter?
4) Why value investing don't work in this market now?
4) How can you make money consistently in 2015 from the market?

26 Oct  (Monday)    English session

Time: 7pm -10pm

International Plaza, #34-07, 10 Anson Road, S(079903)
Tanjong Pagar MRT, Exit C

Speaker: Daniel Loh

Regularly interviewed by Mediacorp FM958
Regularly interviewed by Mediacorp Channel 8 Financial Programmes
SIAS investment trainer
Invited speaker for Phillip Securities
Invited speaker for Affin Investment Bank
Invited speaker for OCBC Securities
Invited speaker for Shares Investment
Invited speaker for Shareinvestor

To register pls click here 

or SMS <Name><Email><HP><Date><Number of seats> to 93676623

Today Dow 180 points up shows yesterday triple digit fall is phoney! Get ready for an early Christmas Rally

Dear Friends,

Yesterday I talked about the US market mispricing Walmart's bad news. I think DOW will soon resume its ascent. Indeed, today's 180 points movement (as of 3am Singapore time now) is testament of US market strength.

I do look forward to a great holiday season and 4th quarter from the US market. Today STI's rise by 31 points and KLCI's positive day also show confidence in the local market, despite yesterday DOW triple digit phoney drop.

With the US earnings season in full throttle now, the market will also focus less on economic issues like interest rate or China economic problems. I do look forward to a good 3rd quarter earnings amid the sharp fall these few months. The negativity may have been priced in. In US, a lot of stocks has already dropped by 10-25% recently.

I don't see a reason why the rise of interest rate might turn the stock market into a bear market. Don't panic like what a lot of chartists are! 

So many of them say it is a bear market in September.

We are not in an economic super bubble yet. In fact, we are far from it. China, Japan and Europe are still trying to recover. There is no hyper inflated market yet.

Don't worry. Let us prepare for a good Christmas rally! 

Especially when the whole market indices have dropped by 20-30%


(Bloomberg stats showing good december almost every year since 1990)


Thursday 15 October 2015

US Market has got it wrong today pricing in Walmart weakness!

Dear Friends,

Today Walmart biggest ever price drop in one single day has caused Dow to drop by triple digit figure. Currently at 3am Local time, Dow has dropped by 160 points.

In the market, traders are thinking this may be a sign of economic weakness. People are also worried about Walmart sustainable earnings in the next 2 years. My opinion is different.

Firstly, I don't think Walmart drop will not affect the rebound of the US stock market. In the last 2 days, Dow Jones has put a stop to its rise, but I think it will go up soon. In fact I do think very well of US 4th quarter amid the holiday season. Walmart fall won't hurt the track of stock market much!

Secondly, I think the market got it wrong on Walmart. This is the article on Walmart by marketwatch:

I always say that market is always short sighted. Today it really shows in Walmart stock price!

Walmart announces that it is going to spend more money on e-commerce and adjust its wage plan to give more wages to its workers. Sensing that its earnings will drop next year, the market shorted it down.

However I don't really think the market got this right. Customers are still continuously shopping at the largest hyper market in the world! They are facing competition, and that is the reason they need to innovate and think of new strategies. That is why they are spending big on e-commerce, which is a pie that is untouched in the past.

If they are successful, this might lead to bigger earnings and one big leap in the history of Walmart. If they are successful, Amazon will be the one that should be worried, and not Walmart worrying about Amazon, now currently the largest online retailer. Amazon these past few years have also spent tremendous sum of money in its technology and is not making as much as Walmart.

As the saying goes, it is not easy to turn around a battleship. But Walmart is one big company that at least keep trying to innovate and lead in the last 50 years, from its innovative supply chain management to mobile technology tagging system to e-commerce retail now!

Why don't we give this stock another chance???


Thursday 8 October 2015

Daniel Loh 10月8日 FM958电台访问:美国股市第4季度会反转吗?

·      美国股市第4季度会反转吗?








现在我是蛮看好中国股市的。这几天中国上证都一直在2900-3200 点徘徊。大家可以看的到中国股市已经开始稳定下来。波动率也小了。


Thursday 1 October 2015

Daniel Loh 《曾渊沧博士神算中国5000点!欢迎参加股林大会!》












全天优惠价 / Early Bird Offer:  S$58



Daniel Loh

Apple 5G phone will be a revolution! How do you take advantage of this hype?

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