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.
Spritzer earned our reclassification – buy signal
We bought Spritzer for its solid earning and dividend. We love this stocks again.
The market prediction – can anyone in this unpredictable sentiment?
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.
Undervalued picks – Genting, LHI, LBS, CLMT and Spritzer
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.
In uncertain time – dividend stocks and REITs prevail
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
Dividend and REITs oriented Healthcare, Energy, Transport and Food only focus
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.
Banks reported reasonable growth of profits and dividend
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.
J&J Investment Co. 