So how are you doing?
My started getting busy means I've started working on my game plan....

That's really good to hear.

Work hard on this.. I'm sure you will be rewarded...

Surprised meh?

Reading opinions does not really help your trading or investing leh....

Current market strategies...

which strategy seems to be failing every where?
Is it "Chasing after the falling 'star name/big name/top stock' " ???

Do not agree...

Simply chasing after beaten down stocks is never ever a good strategy.

Not long ago, when I talked about the trade war in this thread, many only look at it in an extremely optimistic manner.
If no buy from China, this and that Msian company will benefit...they opined... look at the irony at what you are saying now.. 

ps.. not all beaten down stock can be bought lah....
You need to get this terrible investor mindset out....
Most stocks get beaten down for real good reasons lah...

Take GenM again as an example.
It was trading close to rm6.
Now it's less than rm3.

So does this mean that because GenM (with its well known reputation as a good 'fundamental' stock) means a good buy?

Well the misconception here it's 'recent high' price.
They cement their mindset on that rm6.
And they use a 'traders mindset' and anchor this high as their POINT OF REFERENCE to calculate their discount.

Well what's the risk?

The risk is this rm6 point of reference might not be reached again anytime in the near future.

RM6 was during the time when the market was still bubbly.
Market was willing to chase the stock up (in regardless of its earnings multiples)

Then we have the gambling tax issue.
Unless this changes in the near future, the tax will eat heavy into the companies profit.

So to anchor the GenM using rm6 as a point of reference is simply suicidal.

And of course next we have the outdoor theme park issue.
Putting aside any impairment losses or litigation losses, without a well known brand for its outdoor theme park, future outdoor park will not be rosy.
Which means, earnings will not be as rosy as being projected....

all this will hurt GenM earnings.

so what's the ball park opportunist valuation for GenM?

3.20 or even maybe 3.60?

What's the price now?

Is the current beaten down price so attractive?

Look the strategy has got to fit you. You attack the market with your best game plan, one that's best suited as per your ability.

You cannot just follow others.

Let's look at your strategy. You got to ask what could go wrong and why this strategy will bring you the moolah.

Without a stock name is hard to discuss more as in most cases each stock is different.

Not bad, finally a much shorter list

Now... chop 2 away...you want a shorter list.

why sell to realize lost?

On occasions like these, it helps protects your sanity too!!

It's good to see you have developed some discipline.

i see, i suppose so considering your username as well. 

Why? Cos I am not making the decision for you.

Look. You have one in the manufacturing business while the rest relies more on contractual businesses. So logically, if you do not want to go heavy in one direction...........

Your trades focused on 2 sectors in my opinion. So instead of trading 4 stocks, you could just trade 2.