If you look at blue chips especially some retails with PE 30 to 50 times. My answer is yes. But if you look at some stocks it is trading much lower than NTA with consistent earnings. Not even to mention growth. I think it is a bargain.

It will be same as property. There are values always within the pool. The challenge is always how to bring them out from pool.

We bought MBSB and KIPREIT last week. We will continue to nibbling as we believe there is value. But we will balance our portfolio ahead of uncertainty. We cannot time the market but overall we believe the market in short term is still solid.

It is not something new. I guess already anticipated by many however either low rate money supporting the grow or the top 1% is preparing for it to come. As for me, the debt just doesn’t look logical as bubble assets plus starts up that did not come with earning potential may create instability of the system. Ops let’s not forget bitcoin that from nothing become something. I still cant find the equal trade for bitcoin and who is paying the asset price of bitcoin.

I am not sure if my understanding is correct. If its loan portfolio last year only near RM 40 billion. A RM 6 billion pipe this year for affordable housing means a comfortable loan growth of more than 10%.

Be it the loan profit margin may be lower. With its growth in 2018 on commercial loan and other new things to come. It is a easy choice for me to add more. I bought MBSB again at RM 1.16

Me too is projecting a huge and prolong market correction long over due. But the sign is not here yet. However, if I certain it will come. I should reposition my portfolio. In fact, I am doing it and moving more stocks to dividend oriented and stronger fundamental stocks.

Decrease debt ratio, improve portfolio defensive level, improve cashflow and stay invested into good companies.

We bought value especially our top picks MBSB at RM 1.03. Like I always said I don’t time the market. I will only buy when I see value in it. I will buy again tomorrow when market is weak.

I think there are impacts to be arises. It can be huge or nothing happened. But at least will put a lot of things into wait and see.

Not all tech stocks are overvalued but overall yes. PE is not everything but generally a guideline. Anything above 30 times are overvalued. Everything above 100 times are crazy. If PE at 300 times? Can anyone guarantee the profit to be doubled every year? It should perhaps back to basic.

I have been investing every REITs since the first REIT listed. The recent price correction due to interest rate hike is nonsense. There are so called analyst again said if 50 basis points increase in interest rate. REIT will need to find back the same to maintain attractive yield. This must be the biggest joke as they simply assume all REITs are with 100% borrowing.

I am not in favour of shopping malls and general offices. But Alaqar that socialised in hospitals, MQREIT with governmental tenants, KIPREIT with focus in low to mid income retailers and AXREIT which focused into warehouse. YTLREIT focused into hotels and so on.

This is a best time to invest and if it is going down further. I will switch my ratio to REITS more than stocks for my additional investment strategy.

We seen a trend where majority of the stocks performing are Blue chips. Probably not even shift of fund but economic reality that the larger size of corporate is taking over not just the wall street but the main street. This means small cap without unique capabilities will be threaten in overall revenue and profitability.