Monday, December 1, 2014

Reminder: Don't throw the baby out

An earlier post is a timely myself as well...

Wednesday, July 31, 2013

Don't throw the baby out with the bathwater

The stock market is looking terrible now. I reckon it's a good time to re-balance the portfolio to make it even more defensive...but "don't throw the baby out with the bathwater". Remember not to discard something valuable in your haste and eagerness to get rid of some useless stocks!

Thursday, October 30, 2014

Stock Watch - SEM

I find 7-ELEVEN MALAYSIA (SEM) shares quite easy to trade. My past 2 trades have been good and I went in for a third round today...let's see if its price will rebound soon and bring in some gains.

BTW, I'm still riding tight on SASBADI.

Friday, October 24, 2014


Generally, I do not like to invest in companies that are involved in problematic litigation - they waste a lot of company time, resources and money - ARREIT has announced the following case:

"MATERIAL LITIGATION AMANAHRAYA REAL ESTATE INVESTMENT TRUST (“ARREIT”) - Kuala Lumpur High Court Civil Suit No: 22NCVC-476-10/2014 Standard Confectionary Sdn Bhd (“1st Plaintiff”) and High-5 Conglomerate Berhad (formerly known as Silver Bird Group Berhad) (“2nd Plaintiff”) v Amanah Raya Berhad (“1st Defendant”), CIMB Islamic Trustee Berhad (as Trustee for ARREIT), Dato’ Tan Han Kook (“3rd Defendant”) and Dato’ Ahmad Rodzi Pawanteh (“4th Defendant”)" ...Read more

But, I still do like to receive passive income regularly through dividends, so I have sold out of ARREIT and put part of the funds into CMMT which seems more promising.

P.S.....and some into QCAPITA also for passive income (the MRCB/EPF factor?)  and a bit into CARING Pharmacy (for its price being so beaten down of late).

Sunday, October 12, 2014

What a nice music video - using smartphones

The “Knock Knock” music video tells an animated story using several smartphones, ipads and laptops. The song is by Ukrainian indie pop band Brunettes Shoot Blondes.


Saturday, October 11, 2014

My Portfolio Re-positioning for Future Harvesting

This past week, I have been switching two-thirds of my YTLREIT holdings into ARREIT, while maintaining my position in SASBADI. I still have a little bit of FACBIND shares which has not been up to expectation and will be disposed off pretty soon.

I am banking on ARREIT and SASBADI for my next harvest! Even if ARREIT price doesn't go up, I will still be one happy camper with the quarterly dividend payouts.