Posted by buddyinvest > 2016-04-28 23:44 | Report Abuse

RM6k per tonne soon

Posted by Probability > 2016-04-28 23:58 | Report Abuse

yup..true sohai!

Posted by stockmanmy > 2016-04-29 00:10 | Report Abuse

End of the road for 2016 for the KLSE?

Move from aggressive to defensive style


Worth thinking.

Especially for rest of 2016.

Looks that way once one take a helicopter view of things.

2015 had the export theme to hide and profit from. This theme will not work again , they never repeat , life is never that simple.

There is no theme that will work for rest of 2016. Some shares may do better than others but very specific and no theme play.

The real test for the rest of 2016 is How conservative one can become. The more conservative will do better.

Overseas..............................From July to Nov, the US market will have to look over their shoulders in case mad man Trump Triumps,
Interest rates fears, profit disappointments from tech to banking, political factors will keep Wall Street down.

Locally........where to find catalysts like the explosive earnings growth of export stocks of 2nd Half 2015?

There is none, except very special cases .

Should start thinking of a portfolio approach with safety first in mind.

Sometimes, attack and aggressive is good
Sometimes, defense is the best policy.

What say you.?

Posted by calvintaneng > 2016-04-29 09:04 | Report Abuse

stockmanmy is correct,

this is the time for defensive style of investment

go for these stocks

1. cbip. well supported by strong orders through years 2016 to 2018
2. daiman - insider top boss bought at rm2.30. so this is well supported
3. dutaland - duta yap bought several 16 million lot after lot at 47 cents

all 3 above are candidates for privatisation like super enterprize, kulim and tmakmur.

Posted by stockmanmy > 2016-04-29 11:03 | Report Abuse

defence starts with low risk shares...shares off the lime lights, shares at consolidations, shares at multi year lows,

shares with very unique qualities


aggressive shares are.........airlines, electrical and electronics, oil and gas, any thing can consumes commodities ( we are in the beginning stages of a commodities rally)

Posted by stockmanmy > 2016-04-29 11:13 | Report Abuse

a defensive diversified portfolio....................


CBIP
Ekovest
Ecoworld
Taan / Jtiasa
Bornoil

a balance of potential with least risks.

Posted by stockmanmy > 2016-04-29 11:40 | Report Abuse

on 28 Feb 2016, I produced the following list....

Bornoil, AAX, Tguan, VS, KESM, RHB, Scientex


Bornoil, TGuan, VS, Kesm stays the same price with very small losses.

but superlative performance from AAX, RHB, Scientex., net net, easily beats the market.