haha, mungkin itu pak.. kuncinya seperti di Berkshire annual letter to shareholder. Cost-Structure, Earning improvement sama competitive "moats"..
kraft, Harga naik dy bisa pass-on sebagian ke konsumen.. nah ketika inflasi makanan mereda 1-2 tahunan dr sekarang.. apa yg tertinggal adalah kesempatan untuk "wide-profit-margin", krn harga jual ga mungkin diturunin dan pada saat bersamaan cycle akan balik dan valuasi akan balik expand. untuk bank dan material,... The US banking system is injured, but not dead. And it, like housing, will recover. He go for Cycle. and he's fortune has been developed that way. --- In obrolan-bandar@yahoogroups.com, "Prasetyo, Hani" <[EMAIL PROTECTED]> wrote: > > > 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- > consultant@> 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. 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