WHAT IS ANALYSTS CONSENSUS AFTER GE14?

1.  Sell first, ask later - due to political uncertainty.

2.  More volatile and sentiment driven.

3.  Avoid BN stocks (at least for the short term - as market is very much sentiment driven)

WHAT IS SO UNCERTAIN?

1.  Analysts' like to play up the "uncertainty" and react accordingly, to make them look relevant.

2.  Look at Brexit and US as a guide to the market.

3.  Foreign investors (MSCI allocation), as I was told, has been insignificant over the years.

4.  Don't forget, local fund managers still has lots of fire power, don't let the foreign investors lead the market.  

STRATEGY FOR INVESTMENT?

1.  Short term, as what analysts consensus observed, because at the moment, there is not major catalyst to lead the market yet.

2.  Market may go sideway for a short while.

3.  Market will go up in the medium term once the political uncertainty subsides.

4.  Long term strategy, this is a non event (a blip).  Buy, when stocks with strong business model (avoid BN stocks) and provide sustainable growth (am talking about at least 3-5 years with double digit growth and not overvalue).

WHAT STOCKS TO BUY AND TO SELL?

1.  Should be independently evaluated, because everyone has different time line (ST, MT or LT) and risk reward profile (expected return and amount or risk willing to tolerate) and amount invested (total invested in stocks or properties as against total net worth).

2.  What to buy for LT - always go for sustainable cash flow, growing, pay reasonable dividend, low debt (unless growth stocks), and competent management and of course it is UNDERVALUED. (Price vs Valuation).

3.  As market is currently sentiment driven, direction may change quickly.