This morning I sell EVERYTHING except my Kinstel. Panic a bit.
At least keep my capital + 5K gains in 3 weeks. I will go back in later this week after see the landscape.

Worry some big players are managing this market -

Yes....I was not happy with overall 'feel' of my portfolio so decided to go to cash and start over again with a better mix. Any ideas??

Thanks for your kind advice.

That was my feeling...the market is a bit over-heated and I'd prefer to have cash right now. At least I didn't break Rule 1: 'Don't lose money' I'm also a bit concerned that all the recent action is focused on a few counters only. The usual suspects.

I wish there was more of a local bond market that provided some alternatives.

When you see first class companies where the daily transaction volumes are in the few thousands it seems a bit strange.

I know that KINSTEL and DIALOG are not Blue Chips - but would you say they are "potential" shares??

Add another one to the bear.

I think the only reason there is a bull market is traders bonuses. They have to trade to get their bonus so they are playing chicken.

It would be interesting to know if the banking industry pays it's bonuses all at same time for activity over a set period.

If they do I'm betting that we will see the next leg down a few days after...

Do you think I've missed the bus on the Rubbers?

Hartalega posted great results late on Friday and now we have Piggy Sneeze in Malaysia. Just wondering if the gloves have any upside left as HARTA is at 12 month high and Top Glove also year high.

Any thoughts from our Sifus?

Since it seems you are lucky enough to be younger guy, I would keep your two counters and look again in a few years time and I'm sure they will reward you in the end - if you wait long enough.

"Everything comes to him who waits."

Very tasty. Bought the other week at 7.05 and let go at 7.25. Now can sapu at 6.80....what do you think TP should be in the current market?

Thinking to get some this week....

Banker makes money all the time - whether we lose or win.....

I am buying RBS.....it's a winner.

Ooops...there go the lions....

Regarding OSK's Latest Steel Sector Report.

It is always interesting to look back through the forum threads here and elsewhere and read OSK/Chris Eng's analysis documents from 3 months ago, 6 months ago or even 12 months ago and marvel at how OSK and Chis Eng in particular always manage to get things almost always so spectacularly wrong.

If I'd followed 10% of what the 'research houses' recommended in my investment strategy, I'd be begging on the streets now.

Guess that why they are 'analysts' rather than making money in the market - like the rest of us.

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Added on May 18, 2009, 11:13 amanyone into HARTA? Rubber counters?

[/quote]

Yes...I am the proud owner of 50 lots of HARTA. Very happy with it. Great company. Good management.

Good news for Harta owner

OSK is keeping its "buy" recommendation on Hartalega Holdings Bhd, saying it likes the company's market leadership in the production of high quality nitrile examination gloves.

OSK also revised its target price on the stock to RM4.10.

The research outfit also noted that Hartalega's FY09 results came in above expectations.

The better-than-expected results were mainly contributed by new advanced high capacity production line, production efficiency, a more favourable exchange rate and a higher nitrile gloves sales mix.

http://www.btimes.com.my/Current_News/BTIM...icle/index_html

Yes...Good operation and worth having as the Piggy Sneeze is going to spread. Slipped a bit to 3.46 this morning...wondering to get some more.....

Are you interested in Panamy for the dividend or the yield? I've been looking at that one - but seems like liquidlty may be a problem...also some quality issues reported....

Just wondering....

Some people have been known to jump out of their offices in high-rise buildings........

Those counters should rise then - especially KINSTEL. The market has already costed Q1 losses in.
Seems like in the current market P/L is not important. Hartalega posted 250% increase in profits and dropped like a stone today....
AMMB dropped also despite creditable results...

There's an unseen hand behind a lot of these stocks IMHO.

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Added on May 18, 2009, 10:11 pmyes. well said. the market is looking forward 6 months....

This post has been edited by David_Brent: May 18 2009, 10:11 PM

yes. well said. the market is looking forward 6 months....

We're doomed - all doomed....they've closed down and run off with all our money.......

Good for you!

What is your take on DIALOG?
Looking cheap?