We will accumulate from now for long term. With EPS reaching closing to 15 cents and food prices look no sign to come down as demand is more then supply. We will start holding Bernas and gradually accumulate as one of our portfolio.

We still favour Healthcare, Technology, Agriculture (Raw), REITs (Rather then property developer), Consumer (Basic clothing to Jewels), Logistics.

Business model is indeed changing shape continously.  In 10 years ago, you will not expect that a company that doing internet advertising will be strong enough to takeover Motorola.  This has proven that business is up and down.  The long term survival and leader must always be able to sense the changing landscape and fast enough to create niche in that segment.

Google will now direct heading Apple.  But what will happen to all the manufacturing companies that uses Android?  That we will see in coming years.  If Nokia fallen, US indeed still the no 1 trend settle and smartphone producer in the world.  They have got Apple, now Google and RIM.  Whatelse can come close.?!!

We expect if no fresh either good or bad news, continuous bargain hunting will emerge.  But we are not convince yet and we expect 1,500 is not unreachable but a challenging resistance.  But Current market has values now.  Stay defensive or high beta stocks if invest.

For our fund, we will monitor the price of Tasco, Bonia and Towereit.  For foregin, we will monitor Bingo. If dip will trigger a mild buy from us.

It is not just UK, in fact China, MiddleEast, and more to come. Simply It is a result of irresponsible capitalism.

Think about it, the youth that come to this world, with no hope and potentially not even getting enough works just for daily life. Not to mention about property prices rising till untouchable area. Thanks to the governments and developers.

Think about medicals fees are esculating, education fees and so on.

I always believe, there is a bottom line, even I believe in capitalism but within the system there is a thin line for arguement.

E.g. Credit card co worldwide until todate, do not tell me that they don’t understand east credit will ruins the youth. But because of result, the management team, the banks and the government all chosen to skip high potential of side effect due to their campaign.

I always believe that to make one with more experience in investment, it is a critical factor to understand business.  Only with that knowledge you will understand the fundamental of a stock.  Even when it comes to speculation, you need fundamental knowledge.  gambling is 50/50. Speculation is 70/30 but you still need fundamental knowledge to support your bet.  Finally is fundamental investment which is 90/10.  But there is still a 10% risk in anything.  Thus, the practice of dont put all things in one basket emerged.

Even though it can save you some monies and open up more routes. Not now, as they are not profitable yet.

We will wait a few days to feel the market before we decide what to do next. Sometimes, do nothing is better then do something.

Looks like, commodities are going to run faster, really not because of demand and supply rule. It is just your paper money getting de-valued.

By theory, equities, commodities, properties prices will up futher. However, we will sell if they don’t control spending. Any military option from US will also trigger immediate sell as now we do understand how much money burnt on these activities.

We continue our nibbling into the distressed market.  We believe 1440 – 1460 currently is a very good support.  As of now, Dow Jones up more then 200 pts and if Bernake able to announce something special, or may be Qe3 related, 1500 level is definitely there.  But we will monitor and short term possible rebound will trigger our sell off back to the market.  We will see how.

Since many things are discounted, we feel that this round crisis the max will be around 1440 – 1460.  It is the best time to buy high beta and recent celebrity stocks that pull back a lot.  Recommend Tasco, Layhong, MBSB, Amedia, AFG and its call warrants.

We will consider to long KLCI if futures reaches 1450-1460.