Last week, I mentioned that "Winter is Coming." Those who stay on the sidelines with cash, would have peace of mind. 

I've also said it is discount time now. I haven't changed my mind.

To me, now is still a good time to collect my favoured stocks for the long term. It's just a matter of different strategies.

Timing the market is not impossible, but rather hard. (Just ask those who took margin finance for AYS on 10 Nov 2021!)

It is rather unfortunate that EMS industry has taken over the baton of glove industry as the target for forced labour concerns.

This is a cause for concern.

Either the government has been turning a blind eye to this, or the outsiders are trying to "pick a bone from an eggshell". 

2021 is ending. 2022 is coming. When will my stocks start recovering?

Some research analysts have given 2022 forecasts of > 1600 for the KLCI. These analysts seem to expect a better year ahead. 

What do you think?

1) Tourism industry.

2) Banking industry. 

3) Breweries. 

4) 5G.  

5) Affordable Properties.

6) Affordable Automotives. 

7) Renewable energy. 

8) Pre-pandemic share-priced glove stocks. 

It is true that I prefer large caps due to stability. Large caps are also the preferred stocks when foreign funds return. Large caps generally have stronger financial muscle to provide dividends, which should be higher the following year compared to this year, where business operations have been disrupted by multiple MCOs & stringent SOPs.

Names of popular stocks that have plunged continuously in 2021 would have caused trauma to many investors for some time. Perhaps current shareholders of GENETEC & KOBAY can learn a thing or two. They should take a peek at their current levels & be contented they have reached this far. 

CONCLUSION:

The narrative from me for next 3 weeks will be the same as this article & my previous 3 articles. 

Disclaimer: This article is not tailored financial advice, but mere general stock sharing / observations. Please do further due diligence. The author disclaims all liabilities from readers. The author may have interest in some stocks listed above.