And counting… Funds are snapping up sound fundamental quality stocks. Sunway crossed RM 2.80, Allianz crossed RM 8.10, Glomac above RM 0.900, RHBCap closed at RM 8.20 & MNRB swiftly moved above RM 2.900. We continue to recommend hold on all these counters. We will sell when it’s become expensive and yield becomes lowered.
For our top picks in 2013, Sunway and Allianz have done well. Affin and Alaqar are still at attractive level that we recommend a buy call. Whereas Lay Hong has disappointed losing quarter but we still firm on its revenue increase will bring good news soon. If continuous losing quarter we will recommend a next action plan.
Most undervalued mid to large cap have done well in the first two months. We expect some small caps will pick up soon. Again we only like quality companies as our portfolio except specified speculative counters.
Our top holding of small cap are still Cheetah, Tomei, Poh Kong, FocusP, Stemlfe and Innity.
Our top REITs holdings are ARREIT, Alaqar Healthcare REIT, TWREIT, STAREIT, AMFIRST. But we do invested all REITs since its inception. We still like REITS that have yields that above 7% and we will add more.
J&J Investment Co. 
Hi bro, since the election is coming soon…
Why you not scare of all shares will drop as hell ?
Why still hold your quality stocks ??
Why don’t just take profit sell out all the stocks first, after election finish then come back buying back again ?
I m just interested in your thought on this…..
Hi David,
I went through multiple disaster from 93 second board market crashed, 1997 currency crisis KLCI dropped from 1300 to below 300, dot com boom and 2009 US debt crisis. I have my perspective that as below:
1st – Market will react drastically only for unexpected. Election results either BN or PR win is somehow factored as everyone think the same. So I expect minor correction for whatever result.
2nd – After many rounds of experience over crisis. I found that my style of investment is hard to predict timing. I think a system is needed to create a cycle portfolio. All invested stocks must have dividend yield and portfolio should include income trust. So portfolio will forever generate cash in any situation no matter good and bad times. In good times, we buy defensive equities. In bad time, we buy highly beaten stocks.
3rd – Finally, we always have a disaster fund as reserve. The fund accumulate across time. Any big disaster will allow our fund leap frog. We will not predict market where it goes but taking advantage if we got a system.
Finally, we never enter a stock at high price but always undervalued as preference. If It becomes expensive we will dispose. Thus, minimizing losses during a crisis as we are not buying expensive.
Below is my thoughts for sharing, but just all are just my personal ideas.
https://joepoh35.wordpress.com/2011/08/27/cycle-investment-with-cash-flow-the-ultimate-defensive-winning-method/