Quality stocks moving south. Speculative stocks rotational up and down. A market out of fundamental investment trend. That’s forced us to become a net seller for the past six months.
What are we going to do now? Yes there is value in the market. But we will not feel hesitate to sell down any speculative play on our holding.
We still keep MBSB, CIMB, Maybank, RHB Bank and lately we are into essential like Tenaga and Topgloves below RM 4. Overall, we did pick some long term warrants mainly Jaks.
We did buy very little Focus-PA and Focus-Warrant as we found nothing can lower. Given the speculative culture, we should have a big probability to unload it.
Overall, we are a net seller as of now.