Do your own thinking

3 Sept 2016

 

Dear Fellow Investor,

 

Last Sunday  we held our investment conference at the Club @ Bukit Utama. It  was well attended and we appreciate your support.

 

For those who did not attend, I will share with you a brief review:

 

Nigel Foo, the small cap analyst from CIMB was bullish for the Malaysian market giving a KLSE target of 1920 .  He presented several bullish catalysts including a positive October budget yet to be presented, an increase in foreign fund inflows from developed markets including Japan and Europe as these areas suffer from negative interest rates and low growth and are moving large funds to Asia.

 

He also felt that interest rates in Malaysia would drop marginally and  this would benefit Reits and well established property companies. 

 

The October budget he anticipated would favour large infrastructure businesses for road building, LRT projects and development. This will be positive for job creation and spending.  

 

He also felt the US Fed would not raise interest rates this year which would negatively impact world stock markets. S & P will continue to give Malaysia positive ratings.

 

The next speaker was William Hon, CEO of BioAlpha Holdings. He runs a listed alternative medicine company which supply to MLM companies as well as pharmacies.   This is a small cap company which is recommended by  Nigel Foo .   Mr Hon showed that alternative medicine is a growing sector as we become more health conscious. BioAlpha Holdings is well positioned for this growth.

 

My conservative/ dividend  mandate for my clients does not allow me to invest in such a company so I would not recommend it.

 

Martin Wong and his team promoted IVSA, a web based price and volume platform which identifies trading opportunities.   This software filters for low risk/ high potential gain opportunities in Malaysia, Singapore, US and Hong Kong.  It also has  built in risk management using ATR stops (Average True Range Volatility Stops)

 

For more information on this Please contact Martin @ www.ivsachart.com

I spoke about off the radar screen opportunities. These are solid companies not popular with the crowd/ the media which trade at attractive valuations. I advised listening to the media/ CNBC/ 

 
Bloomberg as they may lie to you and lead you into a losing position. I gave the example of a smiling Donald Trump.

Donald Trump with his wife Melania.

 

 

The media portray Trump as an angry scowling man . Rarely do they show him smiling. Trump is a good family man who has raised his children well. He is not the monster CNN would have you believe. He would be good for America and the World.

 

Most media has an agenda. It is not for you to make money or get Donald Trump elected.  Another words, read and listen to less news if you wish to be profitable. Do your own thinking.  

 

Invest well and grow your wealth

Bill