Just sit down and relax. See your trading or investment history from the past 1 to 2 years. From my experience, it is the best approach to know a person character.  

Those who consistent winning in their portfolio. They behaved like entrepreneurs. Learn, improve and review.  Those who keep making the same mistake repeatedly. Will probably make the same mistake repeatedly.

Your investment strategy is just a mirror to reflect your own character. You may can possibly learn who you are with just a short review to your trading or investment pattern.

If even Warren Buffett may not be a good timer. Nor Jim Roger or even Soros.  Leave a side all those so called investment Gurus in your region. There is no nuclear Formula but just understand basic value of a “thing”.  Be it a stock, Commodities, bond or currencies. There is a price for all these items.

Just buy anything with value.  Negotiate when you buy. Sell when it is overvalued. That’s is it!!  But is now a good time to buy in Feb 2017?   I will buy CIMB when it is below RM 5 but not Public Bank above RM 20.  You can buy DBS group when it is at SGD 14 and not above SGD 20.  

If you look at Dow Jones Chart then you know all theories are bullshit. All things’ prices will be up and down.  When BOA at USD 10 no way dare to buy more. In merely 12 to 24 months the price doubled. Steve Hawkins possibly right. That’s The universe is forever expanding.  Same to Economy on Earth. Don’t be a good timer but be a good valuer.  Speculators will always tell you how much they made but never tell you how much they loss. 

It is our first time to dispose REITS for shares. Pavillion REIT has recently rocketed to RM 1.93 which we believe it is time to Reap the profit given UMW emerged as opportunity.  We sold some and exchanged to UMW at RM 3.65

We continue to favour an asset oriented stay invested strategy. With added momentum as we forecasted a gradual recovery with potential risk of global debts and Trump’s initiated trade war.  

However, our top picks remained factors associated in micro national rather than macro extremal factors.

We are in the mode of investing even more REITS in both Malaysia and Singapore.  We may reinstate our investment since we have stopped invested many years back. But must be strategically a story to tell and yield guaranteed.

We added UMW with a intuitive target value of RM 8.00.  We like UMW always except they have entered into a non experienced industry. We continue to issue a buy call as long as below RM 6.00 seems a good growth prospect.

Our top picks:

1.MBSB – target RM 1.60

2.CIMB – target RM 8.00

3. EIG – target RM 1.60

4.UMW – target RM 8.00

In the first 100 days, he is pushing ahead all his American first policies.  If there is a compromization from the world leaders. I see Dow Jones going towards 25,000. But if the world leaders are confronting with the same strategy. Something hard may emerge back. Our view is the world economy will recovery provided trade world is not worsening.

As it has been always impacted by its oil and gas subsidiary. Exiting the business will give a clear earnings back to its old days.  We believe it should slowly adjust back to RM 8 to 10 above.  We recommend buy on weakness.

We are continuous optimistic about the market in 2017.  We will continue to add on MREITS together with a few top picks.  We will ideally nibbling into the market when every pull back momentum emerged.

Fair enough a good message send to all speculators advocating a strong Dollar.   It is not going forever as the fundamental not changing too much.  Worst, too strong Dollar may Hurt it’s Economy.

A month ago when few securities firms downgraded MBSB to RM 0.78 or even lower.  Same as some downgraded CIMB to RM 3.90.  If you like to follow these houses I probably guess you may find hard to profit from your investment.  Take an example of MBSB, it is true that due to impairment exercise caused their earnings down with a high PE from 20 to 30 times.  But if you understand the reason behind and it’s continuous increase in revenue with solid corporate plan. You will find not hard to keep buying the stock due to it known factors. Beside, EPF holding nearly 70% with CMY holding another 10%.  That’s a stunning 80% holding with only 20% free float.

Securities analyst will tell you that the fair value is at RM 0.78 or latest today a reviewed said it worth maximum RM 1.09.  I will not blame them as this is part of their game.  Their unit trust fund managers are also not able to buy the share due to the PE ratio.  But if in this case impairment is done.  The profit of current loan base of MBSB will provide a strong PE and that time securities houses will upgrade them to buy call.  But that’s probably when the price hit RM 1.5 to 1.6 and many going to enter at a higher price.  By the time they ask you to sell.   Probably the stocks price already drop drastically that you may need to cut losses.