BuyWithConviction

BuyWithConviction | Joined since 2015-11-17

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Stock

2016-06-24 12:06 | Report Abuse

Brexit almost sure now. Ringgit sharply lower at 4.12. Big picture for gloves remains weak, take opportunity to buy stocks which will rebound sharply once market stabilizes.

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2016-06-24 11:35 | Report Abuse

Keep eye on big picture. Hehe

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2016-06-24 11:33 | Report Abuse

thanks, good update

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2016-06-24 11:32 | Report Abuse

Can consider, hehe

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2016-06-24 11:30 | Report Abuse

Read comments, updated daily.

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2016-06-24 11:17 | Report Abuse

Brexit looks likely now. If you have raised some cash as recommended, then the knee jerk selling may be an opportunity to buy more at lower levels. Go for stocks with positive big picture.

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2016-06-24 11:15 | Report Abuse

Brexit looks likely now. Not sure that the fundamental impact is going to be so big. The knee jerk selling may be an opportunity to buy some at lower prices?

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2016-06-24 10:23 | Report Abuse

Ringgit at 4.05, sharply weaker because Brexit ahead of Bremain now.

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2016-06-24 08:57 | Report Abuse

Global markets rallied overnight because latest poll show Bremain instead of Brexit but no one can be sure until official results are out later today. Big picture however has not changed. Continue to buy stocks which will benefit from lower commodity prices and more competitive ringgit eg AA, EG. Oil is also looking interesting eg Armada. Big picture for gloves still weak so I would still give them a miss for now. As usual, do your own research and make your own decisions, do not follow anyone's call blindly. Happy Investing!

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2016-06-23 16:13 | Report Abuse

Ringgit at 4.01 as UK goes to Brexit vote..... Keep eye on big picture! Hehe

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2016-06-23 13:53 | Report Abuse

I have been buying back more, had to average up instead of my earlier plan to average down. But will leave some cash in case of Brexit. Hope to sleep well too. He He

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2016-06-23 09:01 | Report Abuse

Brexit vote today, markets could be choppy on lower volume. Keep some spare cash just in case Brexit but continue to buy stocks which will rebound fast once market recovers eg AA and EG. I would continue to avoid gloves as its big picture remain weak. Supermax is oversold but any technical rebound s likely to be short lived. As usual, be careful on this forum, do your own research and do not follow anyone's calls blindly. Happy Investing!

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2016-06-21 15:13 | Report Abuse

Ringgit is also helping sentiment, stronger at 4.046

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2016-06-21 14:25 | Report Abuse

ringgit stronger at 4.055, gloves got headwinds short term. Technical rebound possible after falling so much recently but upside limited and risky. Keep eye on big picture.

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2016-06-21 10:46 | Report Abuse

ringgit stronger at 4.056, gloves got headwinds short term. Technical rebound possible after falling so much but upside limited and risky. Keep eye on big picture.

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2016-06-21 08:56 | Report Abuse

Oil rose 3% last night with Brent again back to $50. Big picture for oil has improved dramatically over the last few weeks. Downside risks is much lower now. Fundamentally strong oil & gas stocks such as Armada may attract longer term investors and this may cause a further re-rating....I hope. Hehe

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2016-06-21 08:47 | Report Abuse

Big picture remains unchanged. Therefore continue to believe recent selling is temporary only. However markets could stay choppy ahead of Brexit vote on Thursday. Tonight we have Yellen speaking again too. I would continue to give Supermax a miss for now and go for stocks which will benefit from lower commodity prices eg AA, a more competitive ringgit eg EG or lower downside risk to oil now eg Armada. Happy Investing!

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2016-06-21 08:43 | Report Abuse

I bought back at 2.60 too but averaged down further yesterday. The selling has been market driven and big picture suggests the selling is temporary only....I hope. So taking the opportunity to build back position in AA.

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2016-06-20 21:23 | Report Abuse

Ringgit stronger at 4.05 as Brexit fears eases....don't know for how long. Could cause a relief bounce short term. Hope that would help AA tomorrow. Keep eye on big picture.

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2016-06-20 18:20 | Report Abuse

Continued to average down to rebuild back holdings in AA. Taking advantage of AA's first significant correction in quite a long while to buy back. Hope won't Brexit. Hehe

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2016-06-20 16:44 | Report Abuse

Concerns over Brexit continue to ease......for now. Ringgit strengthens further to 4.06. The current market weakness is an opportunity to realign your portfolio - reduce stocks with weak big picture such as gloves and shift to stock which will likely lead the rebound once the market recovers eg importers and those who will benefit from a more competitive ringgit. As usual, be careful best to do your own research and don't follow anyone's calls blindly. Happy Investing!

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2016-06-20 08:29 | Report Abuse

Big picture for oil & gas stocks have improved substantially over the last few months. Although earnings will stay weak for some time, downside is limited from these levels and valuation is cheap. Fundamentally strong oil & gas stocks could re-rate in short term.

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2016-06-17 16:50 | Report Abuse

Today KLCI up slightly and so sentiment improved for many stocks allowing market breadth to be about neutral. However, most gloves including Supermax fell again because big picture of gloves still weak. Take opportunity of this market weakness to realign portfolio towards stocks which will lead the rebound once market recovers. Keep eye on big picture. Have a good weekend!

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2016-06-17 15:02 | Report Abuse

Ringgit steady at 4.10. Regional bourses and oil up this morning as Brexit concerns eases.....not sure for how long. Big picture for gloves still weak. Prefer importers and those who will benefit from more competitive ringgit. As usual, best to do your own research and make own decision. If you really want to follow someone's calls here, at least check out his comment history to have a better idea of his track record. Happy Investing!

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2016-06-17 12:32 | Report Abuse

Investo knows who is sincere and who was talking with a forked tongue. Let readers decide.

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2016-06-17 12:04 | Report Abuse

ETmoney (previously Eric Teh) just sold AA yesterday? This is what he predicted in April when Investo bought AA just before a major re-rating:

Posted by Eric Teh: Apr 20, 2016 11:03 AM | Report Abuse
investo, AA and AAX really hv good potential to go long run. One thing to emphasize is now most ppl already see the potential. Means a bit late but not sure too late or not. Your risk is higher.

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2016-06-17 11:47 | Report Abuse

Readers can check my historical comments and see if merck is lying or not. Nothing to hide. My comments on Supermax updated daily. Check out merck's comments too and judge for yourselves. Hehe

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2016-06-17 11:37 | Report Abuse

Ringgit at 4.099, a bit stronger but likely to stay choppy short term ahead of Brexit.

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2016-06-17 10:51 | Report Abuse

No action, boring,

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2016-06-17 10:24 | Report Abuse

That is why important to keep eye on big picture.

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2016-06-17 09:51 | Report Abuse

Investo, yah slowly building back holdings in AA. You are not in the Cs?

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2016-06-17 09:19 | Report Abuse

Buying more at 2.59, slowly building back holdings in AA.

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2016-06-17 09:09 | Report Abuse

Keep eye on big picture. Brexit not a sure thing.

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2016-06-17 09:08 | Report Abuse

Buying back at 2.60.

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2016-06-17 09:04 | Report Abuse

Buying some back at 2.60

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2016-06-17 08:54 | Report Abuse

Concerns over Brexit remains but if Bremain then market should rebound. Raise some cash and align portfolio to stocks which will lead in any future rebound. Big picture for gloves still weak and I would give them a miss for now. Continue to like stocks which will benefit from lower commodity prices and a more competitive ringgit eg AA, EG, F&N. Armada ok if can hold as i believe oil prices have limited downside......I hope. Padini is good defensive stock. As usual, be careful on online forums, would you trust someone who is afraid other people know what they wrote previously? Happy Investing!

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2016-06-17 08:45 | Report Abuse

Selling is driven by big picture issues which should be temporary only..... i hope. This is AA's first significant correction for a long time. I would look for opportunity to buy on the way down.

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2016-06-16 18:16 | Report Abuse

Another bad day for gloves, but this is partly driven by the market which was weak. Nevertheless, because big picture for gloves is negative, the sector is unlikely to rebound back as strong as others when the market recovers. Prefer other sectors for now. Keep eye on big picture! Have a good evening!

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2016-06-16 16:48 | Report Abuse

I dislike the way you keep complaining too but I respect your right to do so as long as you don't abuse the term and conditions of I3.

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2016-06-16 16:42 | Report Abuse

another repeated complain?

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2016-06-16 16:41 | Report Abuse

Readers should also consider everyone's, including merck's track record. Investo has highlighted merck's very recent posts. Let readers decide.

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2016-06-16 16:37 | Report Abuse

let readers decide, let admin do their work. Hehe

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2016-06-16 16:35 | Report Abuse

do the forum a favor by not repeating your complaints?

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2016-06-16 16:32 | Report Abuse

you are entitled to your opinion. Your complaints more repetitive than mine?

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2016-06-16 16:29 | Report Abuse

Regional bourses weak, Brexit is the main concern.

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2016-06-16 16:26 | Report Abuse

let them decide, nothing to hide.

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2016-06-16 16:13 | Report Abuse

Today the selling is more market driven. Ringgit at 4.09, flat. Take opportunity to realign your portfolio - sell stocks with negative big picture and start looking or slowly buy those with positive big picture. Operating environment for gloves challenging for now.

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2016-06-16 14:51 | Report Abuse

Yah, just like how he supported Kai89. All in a group, readers not stupid.

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2016-06-16 14:45 | Report Abuse

Check out his historical comments and readers can decide if he is part of Kai89 group or an independent reader. What a person said reflects the type of person he is.