MKT SENTIMENT is the main determinant of our portfolio gains, comprising abt 40%. The rest r; 30% from focusing in the right theme.play n another 30% due to right stocks in the theme.
The news flow on MCO 3.0 has delay TECH theme.play considerably but still on going.. The ranking of major TECH stocks now r : # 1 MPI # 2 D&O # 3 GREATEC # 4 UNISEM
These r stocks already lined up niceeely for FF to play up. 1st target is ATH. then new blue sky n everybody LOL non.stop...
Although there are no material potential credit losses fr Greatec arising from Lordstown... but if Lordstown go Holland, the order book will be affected for the short term for sure
We shall continue to do our due diligence and do share if you have any news or opionion~
Malaysia is slowly becoming a failed state. Please tell the government to stop any lockdown or else the GDP forecast is nothing but a scam. The Zafrul interview this morning on Bloomberg was terrible
Mkt whips saw again due to MCO 3.0 news flow,, HOPE it's a CONSOLIDATION phase = to make solid n flat like airport for a grand take off soon,, TECH stocks with WORLD MKT just need 1 small catalyst, i.e. a piece of little good news on MCO after it hits bottom.
Will try to draw out a simple flow chart on how to read n manage NEWS FLOW, both macro n micro levels,,
Anyone mind to share the difference btw Greatec and genetec ? Greatec for production line setup and genetec to produce battery final product? is my understanding correct ? caused some investment pundit mentioned they are both same which confused me
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
BostonMaxwell
315 posts
Posted by BostonMaxwell > 2021-06-29 09:22 | Report Abuse
Something is brewing...