There are plenty of stocks may not need to be affected by the trump policies.  It may earn less or more as market consumption swift.  There are still plenty.  Especially food and beverage or producer like KOPI and LHI.  At the moment, plenty local banks are attractive of avoid regional banks.  More local focus can be Ambank, MBSB, Affin just to name a few.

Amid uncertainty of the existing trump tariff.  Gold prices continue to show strength and this gives easy earning growth to both mature gold related business entities in Malaysia.  Mainly Tomei and Poh Kong. With dividend above 3% level and PE of over 3 times.  Of course a strong NTA on hand.  It should be stocks that you can’t miss by having it into your portfolio.

Things getting jittter butt market seems emerged with lots of value. I really don’t know how low is low.  But when value emerged, we have to gradually collect.  Buy slowly as you will enjoy good price in the market.

We bought Spritzer for its solid earning and dividend.  We love this stocks again.

A Feng sui master said the market this year will sure crash.  A technical chart expert said signals emerged.  Fundamental investors said value in the market. YouTuber said Warren buffet piling up cash and same to Lee Kah Sing. 

My prediction? I think no one can be accurate and specific but overall very uncertain caused jitters is for sure.

Buying value, buying defensive , buying dividend oriented, buying new disruption defensive stocks and etc.  I am just good for this approach.

If based on EPS of 3 years in average, NTA, dividend policy and their business prospective. These stocks are good EPS in average, trading lower than their NTA, business is still in tact not sunset and good dividend policy.  Overall now is in bargain.  Buy when dip is definitely better than your Fixed deposit.

The consistent uncertainty will continue and our direction will be dividend stock and nibbling banking, food, transportation, energy and healthcare.

Our top banks purchase based on valuation is Ambank, MBSB Bank (rewarding due to it dividend policy), CLMT REIT, LHI, KOPI, TMCLFE, YTLPOWER, BAUTO

Momentum swing we suggest Gamuda

Buffet are holding huge cash pile and gold is getting reach USD 3,000.  We are not so smart like them but I think we can follow their foot step.  We will only buy the above categories and hold all banks. 

All new investment this year will put stable dividend as first consideration. In particular for the above categories which may be survival or AI, Automation, Climate change and trade war.

If there is any bluechip in this segment, is an added advantage.

Starting with Maybank, CIMB, Public Bank, to RHB bank, Affin bank, Hong Leong Bank, Alliance Bank, Ambank and MBSB all reported increase revenues and profits.  Dividend proposed is also pretty good in overall.  Overall, our call to hold or mildly nibbling into Ambank, RHB Bank and now… MBSB.   We will add again upon to orrow market open.

We separated mini lots purchase in Xiaomi and Grab.  We have been adding since 40 and 4.4.  We also started collecting super mildly for MacDonald and Coca Cola.