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 What are you buying on end November 2021?

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TSJoe2Joe
post Nov 29 2021, 11:11 PM, updated 5y ago

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Other than gloves and healthcare, a lot of share price including tech companies (except MPI) have been correcting. What have you been buying?

I feel gloves are overplayed, plus supply has stabilised. Pharmaniaga, Dpharma might be a better play since they can capitalise some opportunity for vaccination (price hasn't moved up a lot).

Any other counters worth looking? Automotive?
honsiong
post Nov 30 2021, 01:10 PM

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Ramjade
post Nov 30 2021, 01:54 PM

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QUOTE(Joe2Joe @ Nov 29 2021, 11:11 PM)
Other than gloves and healthcare, a lot of share price including tech companies (except MPI) have been correcting. What have you been buying?

I feel gloves are overplayed, plus supply has stabilised. Pharmaniaga, Dpharma might be a better play since they can capitalise some opportunity for vaccination (price hasn't moved up a lot).

Any other counters worth looking? Automotive?
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Docusign, crowdstrike, palantir. Square, Google if on discount. I don't bother with Malaysian stocks.
TSJoe2Joe
post Nov 30 2021, 10:45 PM

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QUOTE(Ramjade @ Nov 30 2021, 01:54 PM)
Docusign, crowdstrike, palantir. Square, Google if on discount. I don't bother with Malaysian stocks.
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Run way high up. I got Microsoft and Amazon, sleeping peacefully
CSW1990
post Dec 1 2021, 01:03 AM

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Added NEGG, MF, SQ, TDoC last week.
I also don’t bother with Mstock now.. have Tenaga stock stuck there at 9.71 I think would just left it there collect dividend
brokenbomb
post Dec 1 2021, 09:03 AM

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TSJoe2Joe
post Dec 1 2021, 05:21 PM

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QUOTE(CSW1990 @ Dec 1 2021, 01:03 AM)
Added NEGG, MF, SQ, TDoC last week.
I also don’t bother with Mstock now.. have Tenaga stock stuck there at 9.71 I think would just left it there collect dividend
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TENAGA is the worse. I got TENAGA too since it can moves KLCI. Unless they can address their ESG issue (using coal), don't expect to price to recover
TSJoe2Joe
post Dec 5 2021, 10:40 AM

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Will be taking a break. Currently heavy on cash. Let the market correct and wait for confirmation sign of rebound.

 

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