Friday, October 3, 2014

uncleZ - Warren Buffett Malaysia?


Author: teamzmalaysia   |   Publish date: Wed, 1 Oct 14:12 

Since we are interested in undervalued stocks, we study famous people with capability to select undervalued stock. 
These kind of person not only armed with fundamental analysis skill but also possessed a unique talent that can foresee the growth and potential of the stock they select. Most of these people remain anonymous and really capture our imagination.
In Malaysia, almost everyone serious in stock knows about Fong SiLing (Cold Eyed) and Tan Teng Boo (Global Fund Manager, Investment Strategist & Adviser CEO & MD, Capital Dynamics Group) etc but there is an unsung hero that started posting in http://klse.i3investor.com  in 2013.

We have captured all his recommendation and recorded the price and the date he first posted on i3investor or his blog http://unclezmalaysia.blogspot.com/
So who is uncleZ? 
Here is our little knowledge of him
Interest : Money collection, bonsai, golf
Origin : Ipoh ?
Current Location : America ?
Age : Secret  
You may be sceptical about the title we use but bear with us and the following is our analysis. We try to use a scenario as follows: 
Every time uncleZ posted some stock recommendation, we invest RM10,000. We divide the price by 10k and record the number of stock we can buy.
The following is the results of our analysis.

For update to date result, please visit
http://klse.i3investor.com/servlets/pfs/38344.jsp

The earliest transaction was carried out on 15 of August 2013 to buy OCK and latest transaction was carried out on 25 of April 2014 to buy HOVID.
From the above table, we can see that our return to date is an astonishing 100.8% for only a year.
We know that uncleZ has bought these stock much earlier (probably few months or years) before he start posting. He may not be Warren Buffett in terms of profit, but the return of his recommendation is certainly on par if not exceeded Warren Buffett. 
We notice that uncleZ recommendation will normally take months before it started to move and we all agree that he has this unique talent that can see future growth and potential of a company.
At the time of writing a few of the stock especially DSONIC (Price close at 1.53) is still deeply undervalued and the upside is 56% from the offical RHB target. We understand from the news, management and reliable source that more projects are in the pipeline and RM2.40 is only the minimum target that include Fuelsub contract that will be announced soon.
If you study his other stock picks such as ECOWORLD, HOVID and OCK, you will be amazed how far his thinking is ahead of others.  He knows the management in person and that give him an advantage over others to know more about the future plan. 
Although a lot of patience is required to wait for the share value to be realised but once it started, you will be glad. He is truly a long term investor and preach what he practice.
This article is our unworthy tribute to our unsung hero uncleZ. 
We know this man
Thank you.
http://teamzmalaysia.blogspot.com/
 
Update 1/10/2014 :
Since we covered DSONIC on 30/Sep/2014, the price has appreciated 6.54%
Price is closed at 1.63

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