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Contents
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EQ IQ ..................................................................................................................................56
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2008 .........................................................................................................................90
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BuyAmerican.IAm.........................................................................................................................192
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Thu,07Oct2004

()

( 1 )
Fri,08Oct2004

ZERO
SUMGAME

PN4


30

( 2 )
Sat,09Oct2004

100 100
100

1
25% 1
100 2
"30 "
 10%

950

CASHFLOW

( 3 )
Tue,12Oct2004

PN4

950

30 =

( 4 )
Thu,14Oct2004

RM1.10 55 55
10 10 55

30%

950 99%

3 10
3

EarningPerShare EPS

EPS

EPS

EPS EPSRM0.30 RM1.50 RM1.50

RM0.30=5

30
10 8
15

EPSRM0.30 8 RM0.30X8=RM2.40
RM1.50

EPS

EPS

( 5 )
Sat,16Oct2004

30
OYL

30

30 25 55 30

20

10 10

10 10

30

30
30

30
900 30

30
PN4

OYL
30 50
60

30

( 6 )
Wed,20Oct2004


SPRINT
SelangorProp

Lot10 J.W

Astro TV3

()
Fri,22Oct2004

20'75'

950


Mon,14Mar2005

http://www.bursamalaysia.com/

NOTESBalanceSheet
Profit&lossAccount

BERNAS

60
2 28 10 12

1 2 76 2 6 20

5.88 2.84

1.19,500.00

2.VSS18,000.00

3.7,800.00

4.9,000.000

4 6 70 7 60
1 2 76


operatingProfit

5 1
86 RM46.7mRM7.6mRM12.755m=RM51.86m. 13.24
5.88

1 2 1 26.93 3 2 RM1.52
PER 5.6

1 6 7 70
37.34 4

7 900 1 800
1


Tue,29May2007

100%

cashflow


Wed,30May2007

99%

1%

PN4
laughingallthewaytothebank


Mon,04Jun2007

2
3

4EQ() IQ()

4IQ EQ


Wed,06Jun2007

TRANSMILE


Wed,06Jun2007

50%

Management
Account

ProfitandLossAccount

IncomeStatements)

12 3
2006 12 31
fortheyearended31December2006)

Revenue)
topline
bottomline

ORNASTEEL 10
2 5

7 2 7%
7%Profitmargin)

BALANCE
SHEET)

BALANCE

1
1 1
1

1 1
1
1 1
 1

8 1 124 8 468

cashflowstatements)
operatingactivities)investingactivitiesfinancingactivities3


Mon,18Jun2007

30

30
30
30

12

30 78 7

80

11

7 1


30


Mon,25Jun2007

Cepat


Mon,02Jul2007

1998
300 2.50 2
8

ORNASTEEL 2005 3
1.60 60 6 2 3

2 3
2006 60

7 12 10 60
15% 1


Mon,09Jul2007

12


Mon,16Jul2007

40


Mon,23Jul2007

1960


Mon,30Jul2007

1 100

BalanceSheetTradeandotherreceiable

Cashflow

Freecashflow

Noncashitem

Depreciation
Bottomline

Inventory
Cashflow

Acidtest
Revenue
Segmentalreporting

?
Mon,06Aug2007

5 2 2 5 2 3

2 3 4 5

2 50% 50%

50% 5

200 100 5
2

4 10%


Mon,20Aug2007

highgearing

aggresive

37 28 13 15

10 20% 2
 10 10% 20 4
3 50%

99%


Mon,27Aug2007

UnderValued

Overvalued

5 2

Plenitude
1.44 3.70

2000
4.50 5.50

23 39

1.44


1.50


Mon,03Sep2007

17 26

PERD/Y


Mon,10Sep2007

EQIQ

800

1000

1997

1300

1200

""

 EQ IQ
Mon,17Sep2007

(EMOTION)

(EMOTIONALINTELLIGENCE
QUOTIENT) EQ

EQ

INTELLEGENCE)

IQ EQ
(INTELLEGENCE QUOTIENT)
IQ

IQ

IQ EQ IQ EQ

EQ IQ

IQ EQ

IQ

EQ

EQ
EQ

EQ (FEAR)

IQ

EQ

EQ

IQ EQ

IQ EQ

EQ IQ


EQ

IQ

IQ EQ IQEQ


Mon,24Sep2007

1968

PbBank1295 1996 4.64

3.04

1996 4.64 50
9.60

1996
3.04

1998 0.81

KaiPeng8796

PN4


Mon,01Oct2007

TIMING


Mon,15Oct2007

25%

75%


Mon,22Oct2007


Mon,29Oct2007

www.bursamalaysia.com


Mon,05Nov2007

25 55

Genting
3182Maybank1155PbBank1295

56% 3.5%
23%


Sun,11Nov2007

25 55

30

30

30

5 4

85 30 30

30

3.5

15%


Mon,19Nov2007

1 400

(KLK)(BatuKawan)

4 3 600 10 6 700
1

47% 5

1 1.15

16.50 1.15 19.00

19 10

4 1

20.00

40
3 56
2

(HLFG

10 5 200 15 8 1

(63.58%)(100%)(75%)

63.58% 9 5 357 1
0.96
 6.45 0.96 6.20 6.00

6 6.20
(75%)


Mon,26Nov2007

5 6

5 6 10

1
1

3 2

3 5
3

(Unico5019) 11 12 RM1.12
3 5

(TWSPLANT6327) RM3.50
1 4

5
2 2
20 30


Mon,03Dec2007

20

20

20

20

20


Mon,10Dec2007

30

IOI


Mon,17Dec2007

35

5 10

5 6

67

TEETHING)

3 4

5 35


Mon,24Dec2007

IOI

2008
Wed,02Jan2008

2008

2008

14 17

(D/Y) 8%
MNRB 9.5%2008

2008 (F&N)

(AFG)(HLB)(HLFG)(PBB)
(MAYBANK)

2008 9 1
12

1.15

(TWSPLT)
2007

 2008
8.4

2008 47 3.50 7.4

(CEPAT) 1 125 2

2008 20 1.35 6.75

2008

2008


Mon,07Jan2008

IOI

70%

70

1 1

10

2008


Mon,14Jan2008


Mon,21Jan2008


Mon,28Jan2008


Mon,11Feb2008


Mon,18Feb2008

()
()

(PBBank,1295,) 1967 4 6
1.24 0.84

1 1 1

40 129,722

(1 25 )11.20 145 1 450 ( 1

1 450 )

75 ( 3 10 50 )
 129,722 9 7 292

40 1 8 107 ()

(F&N,3689,) 2003 3

3 1 3 8
5 167%.

5 1 419 () 47%

214% 43%

40


Mon,25Feb2008


Thu,28Feb2008

%,
,


Mon,03Mar2008

1997


Mon,10Mar2008


Mon,17Mar2008

40

203040

5 10

Genting3182

1971 2 1 30
1 35
250

1989 Resorts4715

2 1 500

30

1 10

5 10


40

1 12 3


Mon,24Mar2008

()(
)

()
()()


Mon,31Mar2008

99%


Mon,07Apr2008

(SirJohnTempleton)

800900
1200


Mon,14Apr2008

30 1994 BjCorp3395

1995

40

15

CAIRNS
10

7 2


Mon,21Apr2008

1400 1267.65

52
50%

800 900

1400

Timing

4.50 (TWS4421)

(TWSPlnt6327) 74%
3.50 74% 13

RM4.50 2 9 600 13
RM3.50 74% 13

(Zhulian5131) 18 15.5
1.03 5.7 15%


Mon,28Apr2008

50

80

1 3

 2 1 500

1 20%

1234


Mon,05May2008

www.bursamalaysia.com

 40
Sun,11May2008

40

3 1968

1200

1968 2002
35

35 10 1200 10 2400
15 3600

35 9

4000 1200

40

35

35

1968
1000


Sun,18May2008

1000 3260

180 586.8
(CITIGROUP)(UBS)

5 10
 20 30

1981 2005 25 9.5%

9.5%

911
9.5%

200 10% 3% 7%

9.5%

15%

20%

5
Sun,25May2008

 10 8

10 8

10 8


Mon,02Jun2008


Tue,10Jun2008


Mon,16Jun2008

300 30

12%

30 30 25 55
30

300 300 2 300

12% 12% 10% 15%

12%

200 10%
12%

(annualised compounded growth)

 100 12% 12
112

100

12%

8% 5% 13%
12%

300 30

10%

300

30

 300 4


Mon,23Jun2008

10 10
10 20


Mon,30Jun2008


Mon,07Jul2008

</strong>

1.5% 2%

((gearing))(
)


Mon,14Jul2008


Mon,21Jul2008

(APERFECTSTORM)

1000

180

1997

( DividendYield) 34%
78%



Mon,28Jul2008

1973 260
20% 80%

10%

40 10%

8%


Mon,04Aug2008

2007 11 12


Mon,11Aug2008


Mon,18Aug2008

EQ IQ


Mon,25Aug2008

5 1
5 1


Mon,01Sep2008

55

67 18 330 1000

8.6


Mon,08Sep2008

3040 35

7080 30
50
2000 3000
35

80

35

35

50%
5000

20%30% 70%80%


Mon,15Sep2008

1
1 90%
10%30

5%
30%40% 60%70% 75%

(IR)

Gamuda

23

10 8 50


Mon,22Sep2008

BAT
AmwayGuinessNestleF&N

 5.00
8% 1 80 2.00 0.50
16%


Mon,29Sep2008


Mon,06Oct2008

(beatthemarket)

 13
Mon,13Oct2008

13 30

1 1 1
1

13 12 13

 13 30

13


Mon,20Oct2008


Mon,03Nov2008

1997

10

1929 (beggarthy
neighbour)

1997

3 5


Mon,10Nov2008

30

30 1 1

(Primary)

(secondary)

(Tertiary)

 80%
20%

70

90 40%

30

ROE,Profitmargin


Mon,17Nov2008

(REITS)

13

(D/Y)

REITS REALESTATEINVESTMENTTRUSTS

90%

10%

(AMFIRST) 4.268

4.268

8.536
8.546 ()

80 10.67%
 50 50
1 500

80 50 RM500,000RM0.80=625,000
8.536 RM53,350
RM4,445

10%
(ATRIUM) 65 13%

20 30

13


Tue,25Nov2008

(Capitaladequacy) 8%

1 () 12 12

9 1

19

19

2007

7283

1 3065

1 10 3705

10 513

2003 7,769 2007 7282 487

100 3

 2007 1 180 1 10
43 10 19

37
51 4 5 5 6

19 ()

(Timing)

()

()

(D/Y)


Mon,01Dec2008

10 17

Google WARRENEBUFFETTBUY
AMERICANIAM

Ifyouwaitfortherobins,springwillbe
over

robins

WAVE

WAYNEGRETZKY
WAYNEGRETZKY ICEHOCKEY
PUCK


50 182.5 GOLDMANSACHS 30
109.5 GE
10 17

10

BuyAmerican.IAm.
ByWARRENE.BUFFETT
Published:October16,2008

THE financial world is a mess, both in the United States and abroad. Its problems, moreover,
have been leaking into the general economy, and the leaks are now turning into a gusher. In
the near term, unemployment will rise, business activity will falter and headlines will
continue to be scary.

So ... Ive been buying American stocks. This is my personal account Im talking about, in
which I previously owned nothing but United States government bonds. (This description
leaves aside my Berkshire Hathaway holdings, which are all committed to philanthropy.) If
prices keep looking attractive, my non-Berkshire net worth will soon be 100 percent in
United States equities.

Why?

A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when
others are fearful. And most certainly, fear is now widespread, gripping even seasoned
investors. To be sure, investors are right to be wary of highly leveraged entities or businesses
in weak competitive positions. But fears regarding the long-term prosperity of the nations
many sound companies make no sense. These businesses will indeed suffer earnings hiccups,
as they always have. But most major companies will be setting new profit records 5, 10 and
20 years from now.

Let me be clear on one point: I cant predict the short-term movements of the stock market. I
havent the faintest idea as to whether stocks will be higher or lower a month or a year
from now. What is likely, however, is that the market will move higher, perhaps substantially
so, well before either sentiment or the economy turns up. So if you wait for the robins, spring
will be over.

A little history here: During the Depression, the Dow hit its low, 41, on July 8, 1932.
Economic conditions, though, kept deteriorating until Franklin D. Roosevelt took office in
March 1933. By that time, the market had already advanced 30 percent. Or think back to the
early days of World War II, when things were going badly for the United States in Europe
and the Pacific. The market hit bottom in April 1942, well before Allied fortunes turned.
Again, in the early 1980s, the time to buy stocks was when inflation raged and the economy
was in the tank. In short, bad news is an investors best friend. It lets you buy a slice of
Americas future at a marked-down price.

Over the long term, the stock market news will be good. In the 20th century, the United
States endured two world wars and other traumatic and expensive military conflicts; the
Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the
resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.

You might think it would have been impossible for an investor to lose money during a
century marked by such an extraordinary gain. But some investors did. The hapless ones
bought stocks only when they felt comfort in doing so and then proceeded to sell when the
headlines made them queasy.

Today people who hold cash equivalents feel comfortable. They shouldnt. They have opted
for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in
value. Indeed, the policies that government will follow in its efforts to alleviate the current
crisis will probably prove inflationary and therefore accelerate declines in the real value of
cash accounts.

Equities will almost certainly outperform cash over the next decade, probably by a substantial
degree. Those investors who cling now to cash are betting they can efficiently time their
move away from it later. In waiting for the comfort of good news, they are ignoring Wayne
Gretzkys advice: I skate to where the puck is going to be, not to where it has been.

I dont like to opine on the stock market, and again I emphasize that I have no idea what the
market will do in the short term. Nevertheless, Ill follow the lead of a restaurant that opened
in an empty bank building and then advertised: Put your mouth where your money was.
Today my money and my mouth both say equities.

Warren E. Buffett is the chief executive of Berkshire Hathaway, a diversified holding

company.


Mon,08Dec2008

(PROFIT&LOSSACCOUNT)( INCOME
STATEMENTS)

(REVENUE)

34,044,712000

340 4471 2000

10 1

10
340

10

10

340


Mon,15Dec2008

3 3
MayBank1155 93

Carlsbg2836Guiness3255
()

8 10 8
(Premium)

(AnnJoo6556)
6

100%

(NTA)


Mon,05Jan2009

90
10

40

30