|Buy At||Quantity||Cost||MktPrice||MktValue||Gain/Loss||Gain/Loss %|
|Quill Capital Trust||1.03||1000||1034.31||1.0300||1030.00||(4.31)||-0.42%|
|Total Portfolio Value||10408.64||10511.21||102.57||0.99%|
KLCI index seems to hold strong at 1500 level, with MHB and Petronas Chemical IPO, will the index be testing historical high soon? 1600 maybe?
Well, we cannot forecast future, but for sure inflation is going to be very high in future due to an oversupply in money. This month I have sold DRB-Hicom, KimLun taking profit at RM1.40, but later buying back around RM1.50 including the brokerage fees because I deeply believe it will benefit from both Singapore and Malaysia's MRT contract jobs and Iskandar related construction, anyway it is a well managed company.
I cut loss on BJTOTO-CF at RM0.105, losing RM100++, change to buy in those high dividend paid REITs such as CMMT and QuilCapitalTrust because I deeply believe it is still very undervalued compared to bvps of around RM1.20, which is still selling around RM1.03 now.Looking at its logo, it reminds me of CMMT, they are related management, that's why I'm so confident in them, Capital Mall if you don't know, is one of the largest real estate developer and management company in Singapore, most of the complex they involve are very well managed.
You should start planning next year's stock by now. I have started buying in Deleum which is an O&G company believe in next year run on Crude oil price which now stand firm at 80+. With the listing of both MHB and Petronas Chemical soon, I believe it will be the focused industry coming years, also I believe the crude oil and all the commodity will have a crazy bull run next year, creating a hyperinflation economy in Asia countries which lead to a devastating economy and a crash in market. Buying Gold and Oil&Gas company is a wiser choice now, also the REITs with a safety rental income.
Oct I have miss out my Power Root , which I recommended in my watching list here since Sept2010, it has a pretty good divided this year for shareholders, too bad I miss it, but special dividend might not repeat itself in coming years, yet I still like its dividend yield, now I am only hoping my Deleum will fall another round below RM1.50 so that I can accumulate more for future.