No one in this world can be 100% accurate to pick stock and win. The best approach is always if you have a system. I use cash flow positive model then following with stocks pick.  

If I am right I will continue increase my holding of the stock. if I am wrong, I will cut lose and move to my top picks for the period again.

It also depends on one resources. whether you can have the experience, people and contacts to understand one company in detail.

It can be also one person alignment of character. Green Investor likely focus in eenvironmental friendly business. Some may be limiting themselves because of religious limitation as well.

For me, Cash flow positive model in my portfolio is my experience. I may not grow exponential at the beginning but this will be a stable vechlie that can lead to cross over any limbo. Most important profit from Limbo.  

Sentiment wise just like Brexit and we believe it will have immediate short term impact on his Protectionism philosophy of economy.  However I am not optimistic about Clinton as a President as I do not see her with solid Tactical economics plan.

US market will be in limbo for a while but Asian market will be affected possibly till year end.

Personally I forecasted a slow recovery but subject to bumby ride.  However, short sellers are over numbered.  We are worrying we may need to hedge our portfolio further.

So far our strategy in 2016 to stay invested but focused in asset oriented and dividend grow stocks is well positioned.  Our cash flow model in our portfolio may also strong enough to weather and keep buying low when market against us.  Very important is our Gold position is always standby for another round of crisis investment.

We are definitely not worry about the economy but again we are very worrying about the short sellers. 

We like Apple but the prolonged sell off caused us to covered our long at 112.  We have made a slight profit and sideline for the moment due to US presidential election.

FED should have raised it months ago.  As already indicated that FED is shifting from monetary to fiscal. Support of low rate in long run will damage economy further. However, indicisive move is not making the window for rate hike even more difficult.  Speculators may have know how to read FED and making money from bumby market.

I am not sure how much is the impact as after several rounds. We still yet to see a strong impact like in other countries.  For example properties investment in Singapore and Australia by the Chinese are significant till now.

Nevertheless, a trade Mission may boost activities across the country. I take it as a positive note that will further add on to our cautious optimistic outlook for 2017.

When so many people is forecasting a downfall again. We believe the cycle of the economy may start to recover in 2017.  However, we are not expecting a sharp U turn but a gradual recovery. 

US rate hike is inevitable but we do not forsee a strong reverse as well. Flat rate or negative rate are giving negative impact for the world economy. But whatever done cannot be undone.  A mild increase in US may also stop other countries in further devalue their currencies. (If you follow our stories all the years).

We see US, China, India and ASEAN will fuel the growth but not Europe.  Japan abenomics is still a question. But we believe the growth overall will recover.

Together with the return of stable oil price between USD 50 to 60 or even higher. Crude oil Economy will also rebound with gradually as well.

We are optimistic the cycle of downturn may have bottomed.  But the recovery may take a very long time and bumpy.  The ultimate crash of the whole world may not be in this round but can be still a strong possibility years ahead.

We remain our top picks and continous purchase while price on weakness.

Top Picks

1. MBSB
2. CIMB
3. EIG
4. Alliance

Mild Collection

1. OCB
2. Paramount
3. Cypark
4. OSK
5. Luxem
6. MNRB

Speculative Play

1. Gadang
2. Gamuda Warrants
3. OSK Warrant

MREITS 

1. MQREIT 
2. TWREIT 
3. ARREIT 

Though the budget has some allocations for people in need. We are completely unconvinced giving out money for those low Income level defined.  The money should be focused into mid to long term segmented education development.  Giving out money is never a good approach even in developed Economy.   

Many tweaks here and there for property segment. Overall we think it is going to be lacklustre again in 2017.  But we still believe another round of rate cut is on hand before year end will be good enough.

A not very exciting budget and not so straight forward policies may harden the execution of the budget and incentives.  

In short, we do not see an exciting budget which I believe during this special period. An increase deficit is the right move but focus into high impact and straight forward areas.  

In relation to stocks watch over budget.  Mostly GLCs in construction, finance and properties are going to benefits from budget 2017.  

China consistent growth of 6.7% supports our confidence in mild recovery for 2017.  Our perspective on mild growth, mild inflation will be the character of 2017.  In fact a long period to come will be the same situation.