US Porfolio : Top pick in 2012 - Bank of America - The winner of 2012

Bank


2011                                                Stock-Price Change

Wells Fargo (NYSE: WFC )            -11.1%

JPMorgan Chase (NYSE: JPM )      -21.6%

Citigroup (NYSE: C )                       -44.4%

Morgan Stanley                                -44.4%

Goldman Sachs                                 -46.2%

Bank of America (NYSE: BAC )      -58.3%

(Source: S&P Capital IQ.)

Bank                                       Price-to-Book Ratio
Wells Fargo                                        1.2

JPMorgan Chase                                 0.8

Citigroup                                             0.5

Morgan Stanley                                   0.6

Goldman Sachs                                   0.8

Bank of America                                 0.3


High risk, high return. Due to uncertainty, the US banks share is undervalued. Buy when others fearful !


Special Situation Porfolio (US) in 2012 :
Bank of America

We're betting on banking sector recovery in US.



 

Genting Bhd : Dare to Expand !

THE odds have turned to Genting Malaysia Bhd's favour to build a US$3.8bil (RM11.4bil) casino and hotel complex in Florida after a state Senate committee voted to allow the proposal to be debated by the state's lawmakers, analysts said.


http://biz.thestar.com.my/news/story.asp?file=/2012/1/16/business/10245003&sec=business

Market Outlook (14/1/2012)

2012 seems like a good start. Is this sustainable?


What i thought?
- China's imports and exports slow sharply.
- US retail sales growth running out of steam
- Germany is losing growth momentum


Outlook : BEARISH

Prepared By,
Penang Investor

MAMEE

The MAMEE share was delisted on 9 Jan 2012.

Our private porfolio managed to make profit from this counter. Thanks for MAMEE's board of director.

Ingolf ‘s Kneipe German Restaurant, Penang

About Ingolf's Kneipe German Penang
Established in 1998 and situated along Jalan Sungai Kelian, off the main Jalan Tanjong Bungah, Ingolf’s Kneipe German Restaurant and Bar offers a mouth watering array of German and Western food. Nothing can quite compare with our good traditional freshly made German Sausages. Signature dishes include Chef Julian’s Pork Sausage and also highly recommended are our pasta dishes, steaks and salad creation.
The environment here is relaxed and cosy, the perfect place to wind down and have dinner after work. The German style decoration and feeling (music & bar…) gives our “German Kneipe” its unique ambience. It is a great place for friends gathering, couple’s dating, celebration or just for discovering German food and culture. Foreigners and locals alike love to take their meals here, chit chat or simply enjoy our German beer.

Location :
1 Jalan Sungai Kelian, Tanjung Tokong, 11200 Tanjong Bungah, Penang, Malaysia

+60 4-899 5796

What i tried?
A set meal for 2 persons, which cost me around RM52.00.
Food : 8/10
Environment : 9/10
Service : 10/10
Parking : 7/10

Smart phone makes investing easy

I just got my first iPhone 4s, it makes me feel very convenience to invest with klci/hang Seng. Technology start become part of young generation life. iPhone is young generation handheld "book"...