In the next few weeks. We will not be aggressive but to invest mildly in certain stocks within our portfolio if there is a weakness. But really mildly.

While the market is looking for lead. The see saw trends around the globe and balanced opportunities vs threat. It is a very idle market as of the moment.

We suggest nibbling while market correct. But sell if any counters goes against the trend and go higher.

Our current top 5 MBSB, CIMB, YSHSAH, INSAS and OSK.

Dimon of JP Morgan comment about Bitcoins sent its value down by 10%. Should his or similar comment come too late. But today nothing is moving logically including USD strength where it is the most debt currency on earth after pounds. Everything run on trend. Either you catch the right trend or you should be very sure back to traditional value investing approach. The power of speculators and unwanted monies are too much and too powerful.

We have seen many stocks are at its best performance and earning growth may take a pause. We have disposed a number of holding and even REITs towards more stable dividend yield companies.

So far we have been right on stocks, currencies and oil. As we are now awaiting our new understanding about the direction in 2018. We are taking a more prudent approach to stay invested but consolidating to stable growth yield oriented stocks

I never think it would happen. Perhaps may happen as of now. The odds just keep going up. If that really happen. Be real scare and i think really scary as the chain reaction going to be massive.

We added Gold future last week and we may add more when situation worsen.

We have stressed tht early of the year. RM is undervalued. The fair value of RM vs US should be 3.8 vs 1.

Sometimes ago when East Malaysia has a devastating flood. MNRB overall performance turned negative when needed to pay out huge compensation. The recent result of 15 cents EPS per quarter reinforced back a strong buy call for MNRB. Target price above RM 5.00.

We like the recent earnings of MBSB, INSAS and KEN. These results reinforce our view to continue collect these stocks for mid term investment.

If the price stay below RM 1.30 is a definite buy. Last quarter of write down and 80% potentially write back. Merger with a better valuation and more legitimate products under banking license.

It will be a last call for a golden opportunity. A strong buy call on Monday.

With the current quarter earnings announced. Tomei is highly undervalued in term of PEs and NTA. We will hold on until we realise the our investment in full before switching it to our new premier portfolio as recent change of strategy.