We continue mild nibbling

How long it will last and how bad? Again, none knows. But does it got values in the market. Yes plenty. We are buying slowly. But very slow.

We like Bursa, CIMB, MBSB, Maybank, Gadang, Jaks, Cypark, UZMA, Ecoworld

Covid 19 is a product of climate change?

Honestly, I have missed this one as I would expect the problem should be contained in China by end March. But indeed the entire situation goes beyond imagination.

I am expecting a sudden crisis for years but relating to climate change. It has been many instance but not the devastating extend as Covid 19. Although it is linked to Coronavirus but human still have minimum information about this virus.

From another angle, perhaps it can be a stress test for the human system. Mean time, can it be also linked to climate changed that we only experience such a high frequency of viruses in the last few years.

I am glad I am endorsing Dividend yield and fundamental sounded companies. Though I missed this forecast and our portfolio is easily wiped out by 30 to 40%. But our portfolio contains mostly Dividend yield stocks. We believe cashflow model may give is chances to slowly accumulate.

We have also reduced our debt in short to mid term drastically in the past two years. Thus, our strategy is now changing to buy upon dividend release by our cashflow model. Mean time lowering debt ratio continuously.

In mankind history, there is never one virus to wipe us away. I think there is only 2 scenarios, recover or we will be completely disappeared. Being rational to this thought. We also dont have a choice but just invest modestly across time.

God bless all and I think we should be able to win over Covid 19 as United mankind in history.

We think the market is seriously overreacted

We have been buying since 2 weeks ago gradually but we found panic selling has been persists. We are amazed be it a quarter of activities are gone. The max of any stock price can only be 25% from before the case happened.

With the current value, it is really one of the best timing to buy stocks. But I don’t know when it will stop bleeding. So that best is still buying gradually. But please keep accumulate.

Unexpected reactions triggered and too slow to exit. We hold and buy

It is something out of my expectation and now policy of investing low kick in. We did not forsee it can go up to the level of close to 30% correction of Dow Jones in less than 2 weeks. We believe the bear is completely formed.

Being said so, we will activate fully our cash flow model to start buying in for long term.

We will also consider to switch some Reits back to stocks. Esepcllaiy those have strong balance shit.

We added ECOworld and MBSB

Is definitely serious but this is not really real financial crisis. Someone will done and someone will rise. Ecommerce will do better. Retail with brisk model will be challenging.

Do we need a new government at this timing?

Still very controversial and lots of reasons from both end. There is no moral and no right or wrong anymore. Politically I dont border. But economically if do we need a new government at this point?

It is non sense. A waste of time and I dont see even the new line up can have exceptional policies to steer up the economy. Especially as of this timing and I believe lot of the citizens will remember this.

It is just all personal agenda…

Unnecessary Oil crisis added weight in the market

Oil price is at USD 35 and possibly going down further. Is really not looking good for Malaysia as our budget quite based on this. With the already weighted down market. Now become a super bargain.

We bought some stocks today on Cypark,UZMA and Bursa mainly beaten down which we understand they are over reacted.

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