Stock picking with 100% cash on hand

In 2 weeks time, had don't some Contra play, It refers to Pantech and SAAG.

Pantech is a call buy Uncle SAM >>:

Samgoss said...

Guys, I hv enter 10 lots of pantech @ 0.505 ( as per attached ).

Pantech PE Ard 4 , high NTA + revenue increased , volume increased tremendously 4 past 2 days, good 4 short term kill.

The call is done on April 13, i'm entering it bit late because i bit kia si, haha.. As you know, KLCI already heading up for few weeks d, for seen some adjustment will come soon, but who knows? it keeps on going up and Pantech going along until 0.65 only i entered. My plan for initial is really put for contra play, reason behind is i have not doing any analysis on Pantech, totally batting on luck!! haha... not a good practise huh!! as i solded it at 0.74 and now its keep on going up til ~0.80. so you see? this is why playing contra cannot become rich!! haha, because u have no confident at all on your pick!!

For the pick of SAAG, it is also the same, purely contra play. SAAG is not a good FA counter (I didn't go in deep but it is info from SAM's blog) not for long term keep and high risk when market gose down / adjustment, so actually i'm gambling la... haha (偷鸡)!!　偷到就好咯，偷不到就 si cham cham lo.. haha, still got 50 lots on hand, will sell along the rise in coming Monday (if it's going up)!

ok, since i had 100% cash on hand, is now time to do some real investment! market already up like hell, got ppl says in bear trap but even more ppl says that it is small bull, what u think? With FA method, no matter what it is, important is the quality of the stock that you pick! low PE, solid finance background, low debt and full cash! that you have nothing to worried about!

So for ppl like me that no time to check the stock one by one, Uncle SAM's call is a good reference for this kind of stock (i beleive SAM would not put his money on risk even he had earn a lot! haha). So what he had picked in this few weeks? let see:

1) PANTECH
2) ZELAN
3) ALAM
4) YTLPOWR-WB
5) FAVCO
5) KSL
6) TGOFFS-WA

The call of PANTECH, ZELAN, and ALAM is definetly missed boat for me (all of them rised >20%!!, so you say uncle SAM's call "Chun" bo?). YTLPOWR-WB is a buy back call from SAM at 0.825. FAVCO, no info at all, calling price at 0.88, but now already 0.93, KSL is a lefted behind conter amoung all the construction counter (SAM call to buy anything below 0.81, now already 0.835). TGOFFS-WA is under value, SAM buy in at 0.69 with high ratio.

Which to chose??