You must follow the trends when you invest in the stock market.

Today, I have logged on to my portfolio (Luckily, I still remember my password), I realise that something. 

My Scenario 1: - 
All counters have been kept for more than 3 years since the last day I bought.

My Scenario 2: - 
I don't manipulate the stocks, neither do I top up any shares in more than 3 years. 

My Scenario 3: - 
All counters I own are blue chips. 

8 Stocks that I have possessed for more than 3 years. (Please bear in mind that some of those have been held for more than 10 years) 
 
1. F&N 
2. Public Bank
3. QL
4. Top Glove
5. Harta
6. Kossan
7. MKH
8. Digi 

I conclude that most of the stocks have slight changed since the last day I bought. Seriously, I don't recall the exact price three years ago.  I make a close assumption.  

Take an example, 
1. F& N - From RM 18 --> RM 24++
2. Public Bank  - RM 16++ --> RM 19.90++
3. QL - RM 4.20 --> RM 4.70++
4. Top Glove - Cannot recall --> too many bonus issues 
5. Harta --Cannot recall --> few bonus issues
6. Kossan -- Cannot recall - few bonus issues
7. MKH --> RM 3.5++ --> RM 3--
8. Digi --> RM 4.40++ --> RM 5.10++

I skim through as much news as possible in few hours. I conclude that: - 

1. You won't earn much if you buy blue chips with high PE. (F&N, Public Bank, Digi, QL) 
2. You continue to hold the stocks with negative growth, the share price will slump. (Shares price of Kossan, Top Glove and Harta have dropped substantially) 
3. Worst still, you continue to hold cyclical industries, you will make a lost. (MKH)

Needless to say, I don't know whether I have made a profit or lost for the 8 counters I have owned. 

I quickly read more articles about the latest hot topics: 

All furniture companies have surged at least 100% in last two years. (I missed the boat because I don't buy any stocks in three years)

All automation companies have surged at least 50% in 2017 since January. (Pentamaster, Willow and etc). I miss this boat also.

Needless, If you want to invest in the stock market, you must do adjustment from time to time. 

PE must be lower than 10 times. 
ROE must be higher than 10 times. 
DY must be higher than 3 percent. 

DON'T CHASE PENTAMASTER, WILLOW. Those stocks have been increasing for more than 50% even though there are the hottest counters lately. Worst still, PE for the above counters are higher than 10 times (which is higher than my criteria) 

Is it the right time to accumulate stocks?

Commodity price is slumping. A piece of wood is more expensive than a bar of iron. A bottle of water is more expensive than a bottle of petrol. What is going wrong here? Is it the best time to accumulate commodity stocks? Plantation stocks? Steel stocks? I won't do anything until a clearer picture set. After June 2016, I will start to accumulate property stocks.

Hi Guys!

I have been busy setting up my new branch recently. I did not check the price for my counters for months.

I checked them yesterday.
I realised that: -

1. Aeoncredit - stable but I keep receiving dividends
2. Digi - stable but I continue to get passive income
3. Public Bank - boring stock but continue to help me to bring home some yields
4. QL - no changes. Although I received low yield, I continue to keep it (MY Favourite Stock)
5. Boilermech - Drop 40% from I have seen months ago. (I will continue to keep it because of the management. Same Boss as QL).
6. Top Glove - Unbelievable - The price soars. (Has no intention to sell it forever). In fact, I have kept them for years.
7. Tambun - Drops around 50% from what I have seen months ago.

I hold 13 stocks only. I always practise the rule of 13 stocks from Cold Eye.

Long term is more important than anything else

Accumulating good stocks is more important than short-term investment. 

As I mentioned in last article, I did not check or read the stocks that I have bought for two years due to the personal issues. 

I opened my account, I realized it my stocks have not done much except that I keep collecting dividend yearly.

Aeoncredit, I think it did not move much for the past two years. Today, I read the financial report and realized it all revenue, profit and dividend keep improving. Why should I bother to follow up the counter for the next few months (at least until the last quarterly report). 

Boilermech. I bought at RM 0.50 or RM 0.60. I cannot recall but one thing for sure is that the counter went public listed on the day which was the same as my son's birthday. I decided to buy xx lots for my son. I checked today, it is RM 1.55 and my lots have double up. Then, I checked back, I found that the counter gave bonus issues after went public listed. Meaning to say that the counter has gone up at least 600%. 

I bought boilermech due to QL which was the first counter that I have bought until today.

Check back one year later to see any changes or not.  


Accumulate the dividend shares again

I have stopped investing in stocks for past two years due to ever ending workload.

Meaning to say, all of the stocks I have bought, I didn't pay attention to them.

Out of my surprise.
Tambun has dropped from above RM 2.50 to around RM 1.75.
LPI soared to the new height with bonus issues.
Mahsing, I have missed the deadline for the right issues.
Aeon Credit - Not much changes.

QL - My favourite stock. Keep rocking. From 1 lot I bought 13 years ago to xxx lots. (Not to disclose the exact amount). This stock is extraordinary. Even though with PE of 25 times and above. I have no intention to dispose it.

QL goes.

Just name a few counters here only.