FGV up another 4sen, keep eye on big picture! Hehe

Ringgit at 4.0995, keep eye on big picture! Hehe

Tactical investors should note Fed minutes for Oct meeting just released last night. The ringgit also continues to strengthen. Medium term big picture still looks ok but the recent weak market sentiment and negative AA price action are worrisome. Coming AA results should be ok but maybe there is again some delays to the AAC deal? No conviction for now. Maintain neutral stance.

Just sharing views, no crystal ball. Always best to do own research and make own decision. Don't blindly follow anyone's views and don't fall for traps on this forum. Keep eye on big picture and safe investing! Hehe

Posted by BuyWithConviction > Nov 20, 2017 09:56 AM | Report Abuse
Actually I think you are doing the right thing to reduce holdings in AA. Big picture suggested weeks ago for investors to take some profit in AA and make tactical move to other stocks already. No crystal ball and can be wrong but looks like now safer to reduce more even eg to 50% invested and keep some in cash. Keep eye on big picture and Happy Investing. Hehe

Closing up 5sen! Results unlikely to be good, could be bad even. However, FGV is now not about its short term earnings. The results will give the new A-Z team the opportunity to take to investors about their plans etc. Keep eye on big picture and Happy Investing! Hehe

Ringgit at 4.1283, keep eye on big picture! Hehe

Would be surprised if tomorrow's results is very good, suspect more likely so-so only or possible quite weak. But FGV is not about short term earnings. It is about how much it is worth once the new A-z team put it back on growth path. However, recent palm oil price and news negative so need to have invest for medium term. Keep eye on big picture and Happy Investing! Hehe

Still don't understand why AA been falling recently. Some short term headwinds but medium term big picture still ok. The delay in AAC is not helping, maybe there is some disappointing news here? Anyhow, in such situation, there is no longer strong conviction on the stock. So now it is important to make prudent portfolio management steps, stay invested but not make major bets either way.

Just sharing views, no crystal ball. Always best to do own research and make own decision. Don't blindly follow anyone's views and don't fall for traps on this forum. Keep eye on big picture and safe investing! Hehe

Posted by BuyWithConviction > Nov 20, 2017 09:56 AM | Report Abuse
Actually I think you are doing the right thing to reduce holdings in AA. Big picture suggested weeks ago for investors to take some profit in AA and make tactical move to other stocks already. No crystal ball and can be wrong but looks like now safer to reduce more even eg to 50% invested and keep some in cash. Keep eye on big picture and Happy Investing. Hehe

AA up 5sen, keep eye on big picture! Hehe

AA up 4sen, keep eye on big picture! Hehe

Ringgit 4.1442, keep eye on big picture! Hehe

Ringgit at 4.1475, keep eye on big picture! Hehe

Maybe i am wrong but big picture really doesn't seems to have changed very much. Yah, there are some short term headwinds which we warned readers many times recently already but to me medium term big picture still looks ok. Not quite why AA and market is quite weak. So in these type of situations, there is no conviction. Now is when portfolio management is important. Suggested lowering holdings to 50% yesterday until things are clearer.

Just sharing views, no crystal ball. Always best to do own research and make own decision. Don't blindly follow anyone's views and don't fall for traps on this forum. Keep eye on big picture and safe investing! Hehe

Posted by BuyWithConviction > Nov 20, 2017 09:56 AM | Report Abuse
Actually I think you are doing the right thing to reduce holdings in AA. Big picture suggested weeks ago for investors to take some profit in AA and make tactical move to other stocks already. No crystal ball and can be wrong but looks like now safer to reduce more even eg to 50% invested and keep some in cash. Keep eye on big picture and Happy Investing. Hehe

richardlee, not clear yet if big picture has really changed but more about prudent portfolio management.

Actually I think you are doing the right thing to reduce holdings in AA. Big picture suggested weeks ago for investors to take some profit in AA and make tactical move to other stocks already. No crystal ball and can be wrong but looks like now safer to reduce more even eg to 50% invested and keep some in cash. Keep eye on big picture and Happy Investing. Hehe

Ringgit at 4.1877, keep eye on big picture! Hehe

Results coming, can't expect it to be good, have to give the new A-Z team time to turn it around. No crystal ball but not expecting price to fall sharply when results announced because FGV is more a big picture stock. Investors will be watching to see if management is taking the right longer term steps. Keep eye on big picture and Happy Investing! Hehe

Now that Icon8888 has been exposed, the forum is now so much more peaceful and safer. Last time Icon8888 will use his clone IDs and gang to harass and bully, often using rude and vulgar words, any one who post comments that did not support Icon8888's dishonest calls. When Icon8888 was active last time, even the weekends were full of their dishonest comments - check AA comment history, easily proven. Now forum much better. Most people can comment quite freely already. Congrats Richardlee, you are hero, one person can handle Icon8888 and his whole clone gang. Hehe

Ringgit at 4.1910, keep eye on big picture! Hehe

After recent weakness, AA could rise a bit today but AA needs a new catalyst to rise well above 3.50 levels eg finalization of AAC deal. very good results etc. Until then, it could be stuck at these levels with choppy trading depending on market sentiment, therefore some tactical strategies to other stocks short term may be considered as part of overall portfolio management.

No major macro developments recently. Market headwinds remain short term but market has discounted some of these negatives. Also, big picture remains positive medium term. No crystal ball, tactical investors should stay invested in AA after making the recent tactical move (15% - 20% of portfolio) to other stocks to better align portfolio to the big picture.

As usual, just sharing views. Always best to do own research. do not fall for traps on this forum and do not blindly following anyone's calls. Keep eye on big picture and Happy Investing! Hehe

ringgit at 4.2270, keep eye on big picture! Hehe

AA up 4sen, the stock is not about short term earnings, keep eye on big picture! Hehe

FGV up 3sen, keep eye on big picture! Hehe

Yesterday consolidated a bit, positioning to rise again steadily as new A-Z team announces steps to turn FGV around. Keep eye on big picture and Happy Investing! Hehe

Good to see a healthy rebound this morning. While big picture remains positive longer term, it continues to warn about short term macro headwinds which could result in more selling bouts in AA, like the ones we saw yesterday and recently. No crystal ball, tactical investors should stay highly invested but should also take portfolio management steps to better align portfolio to big picture.

As usual, just sharing views. Always best to do own research. do not fall for traps on this forum and do not blindly following anyone's calls. Keep eye on big picture and Happy Investing! Hehe

Volume is not high but looks like seller wants to exit quickly. Hope there is no bad news but with short term market headwinds, worry there may be more of these selling bouts. Will still be painful but should be much less for those who have taken tactical steps to realign their portfolio recently.

Ringgit at 4.2273, keep eye on big picture! Hehe

Probably helped by higher oil prices short term

Be careful of those posting dishonest comments, often they even work in gang to support each other calls to benefit their trades. Check their comment history over the last 1 year and see if they have a good track record, do they comment like real stock gurus or sound more like crooks to you.

As usual best to do own research. do not fall for traps on this forum and do not blindly following anyone's calls. Keep eye on big picture and Happy Investing! Hehe

Ringgit at 4.2275, keep eye on big picture! Hehe

Yesterday rose a reasonable amount, today down 1 sen now. Probably will consolidate until next positive news. No crystal ball but hoping for steady but significant re-rating over time as the new A-Z team put FGV back on growth track.

Keep eye on big picture! Hehe

Learn to respect other people's right to make fair comment. Otherwise, it just reflect badly on you. Keep eye on big picture! Hehe

richardlee, possible may fall if results weak but that is trying to play the small cycles, not easy and i think not smart. I rather play with conviction and keep eye on big picture. Up to each to decide. Hope today will rise further. Happy Investing! Hehe

Closing up 6sen. Market indicating it likes the steps taken by the new A-Z team to put qualified people on the board and to reduce cost structure. Most of all, the steps show the new A-Z team has the firm resolve to make difficult decisions necessary to turn FGV around - that is the big picture. Happy Investing and Happy Evening! Hehe

AA closing down 5sen, FGV up 6sen, keep eye on big picture! Hehe

AA down 8sen, FGV up 5sen, keep eye on big picture! Hehe

AA down 8sen, FGV up 4sen, keep eye on big picture! Hehe

Volume has picked up from the very thin trading this morning but it is still not very convincing. Nevertheless, continue to believe the positive price reaction is correct following news on the VSS. Hope for more action in coming days and weeks.

AA down 7sen, keep eye on big picture! Hehe

FGV up 4sen, keep eye on big picture! Hehe

Happy for you. The portfolio management helps to align your portfolio to big picture and will hopefully improve portfolio return and reduce overall risks in the short term.

We all know the seller but do we know the buyers? Keep eye on big picture! Hehe

FGV up 3sen, keep eye on big picture! Hehe

ringgit at 4.2410, keep eye on big picture! Hehe

Thin trading, not very convincing but the price reaction is correct I believe. Hope for more action in coming days and weeks.

The VSS should be seen as positive as it indicates the new A-Z team is willing to make difficult management decisions and is serious about turning FGV around. Yes, short term earnings could be affected but the stock isn't about that. No crystal ball but best if can hold for medium term. Keep eye on big picture and Happy Investing! Hehe

No major macro developments over the weekend. Overall big picture for AA remain positive for coming weeks. However, as said previously, some market headwinds remain and this suggests tactical investors may like diversify into other stocks eg FGV for in the short term for portfolio management purposes.

As usual, just sharing views. Always best to do own research. do not fall for traps on this forum and do not blindly following anyone's calls. Keep eye on big picture and Happy Investing! Hehe

Guess it is possible coming results lower, no idea but FGV is not about short term earnings. What is it worth if it is operating efficiently and managed properly? Keep eye on big picture. Hehe

Yah, that's usually not a good sign but too early to be sure. I would continue to follow the positive big picture. Hehe