竞争优势

如果大家要在某领域成功，大家通常都需要一些竞争优势。这些优势可以是很多类，比如你会一些其他人都不会的技巧，你有一些特别的人脉，你有影响力，你生产的产品是其它地方找不到的。以这简单的思考就能帮你想出为何一些人可以特别成功，每个人都只有24小时，为什么他们能有这样的成就？

比如一位厨师可以令一个餐馆生意特别火红是因为他拿手好菜，一位医生特别出名因为都可以把病人医好。所以我们不必什么都会，只要做好我们会的事情，我们就有成功的一天。

以这样的思考在投资也是可行的，比如一些公司为什么可以几十年乘至百年还在而且越做越好就是不断把他们会的东西越做越好。把成本管好，盈利就增加。和首相做好朋友就拿到mrt工程（这是不好的，因为当他好朋友不是首相，这公司就失去优势了）。还有一些公司因为特别的执照也让他们一直很成功尤其是垄断市场，不赚钱也难。

所以你有想想你的竞争优势是什么？要成功就好好想想吧！然后把它做好！祝你早日成功！

Lastest update on portfolio

It's been some time not coming back to write something, I have been thinking of what to learn after graduated from MBA. Stock investment has increase steadily recently as I reorganize my portfolio after paying differential amount for my first house.

Among the changes to my portfolio is as below:
i. Dispose Supermax after a fire destroy the quarter report at RM2.8.
ii. Add in Prlerxus 7200 units at RM1.13.
iii. Add in Opensys 18000 units at RM0.225
iv. Add in Presbhd 1000 units at RM3.5
v. Add in Liihen 4200 units at RM1.9.
 The only mistake so far was Liihen where it failed to continue the uptrend although other furniture counter already shoot up quite high. Its definitely quite bad luck when it suddenly announce a fire broke out again in the subsidiary. Will see how next week.

Watch out your trading fees

With KLCI achieving new high everyday, I am sure it catches a lot attention. More people from all walk of lifes will get into stock market. Buying in at new high May be a bad idea as you never know whether its peak or not. It's always better to avoid buying in at overbought stage that can be determine using some technical indicators such as RSI more than 70 or touching above the upper bollinger bands and etc. I will prefer momentum trading that need to trade more frequent compare to buy and hold. Thus, trading fee is a major issue. The few trades I made recently charge me few hundreds that reduce my profit margin. Therefore I switch from normal plan that charge 0.42% or minimum RM12 to Trade Beyond that only charge 0.1% or minimum RM8. The 0.32% difference definitely make a lot difference.

To buy a house or not

It's been some time not writing over here as I have been busy handling my house loan. Although Fed is going to reduce QE soon, I have waited long enough to decide buying my own house. Still remember 4 years ago when I started working, double stories terrace intermediate was just around Rm300k and it was just 1km away from my current home. Now the house I bought in cost me Rm378k and it's 13km away. Not only smaller but also much further and expensive. With everything rising price now, inflation is everywhere.

By buying the house, I will end up finish my saving and investment capital accumulated this four years. It's also good for me to start from zero again as I am still young. Next year have to save more money and look for opportunity to increase my income.

With crazy bull around, I manage to get another 2 thousands through Supermax but also encounter loses in Airasia after cut lose at 2.46. Luckily sold yeelee at 1.33 that I bought in 1.24 but again lose in Supermax CO when I accidentally cut lose at0.285 with average bought in price at 0.3. These few trades overall just made me 1 thousand plus.

Up up down down

Market is expected to be highly fluctuated with a lot negative news around. The first we will see will be another round of US debt ceiling that is going to happen on 1 October. The last similar event took place two years ago and market really showed some big discount. Therefore I did not buy much recently. The only deal is  buying in 2000units of Airasia at RM2.61 after FED announce QE will be continued. It did rise till RM2.74 before dropping back again to RM2.6 level. The reason I bought in Airasia is to hedge against my Supermax taking advantage of US dollar depreciation since FED continue to print money. Airasia will be benefited if Ringgit getting strong while Supermax will be good if Ringgit depreciated. Will stick to this two stocks in the mean times since have no idea on the outcome in October. Saving more bullet to prepare for some real correction, hope this time is for real.

Lock in profit

With the US senate approve Syria war on last Wednesday night, I quickly sold off Airasia at RM2.61 on Thursday morning anticipating more conflict to come as Syria war is a sensitive international issue. My guess was right when Russia presiden voice against US by supporting Syria. This will definitely going to be very huge impact to the stock market if US still go on with the strike. This again can cause a panic selling and will be a good entry to catch a rebound later on.

Besides Airasia, I also lock in profit for 2500 units Supermax at RM2.75 on Thursday because RSI already more than 70 meaning its highly over bought this few days. Left 2500 units to see whether it can still continue with the rally as the situation is benefiting the company. Continue collecting cash to anticipate for more market fluctuation. My strategy is to catch rebound by looking for good fundamental company that strike RSI below 30. I think RSI and MACD is really useful tool for short term investment. Good luck and let see how is the market next week.

It can be a disaster but also an opportunity

With bad news flooding the market from QE tapering till the lastest of possible war in Syria, we can easily observe negative news from all source of media. Of course when normal people like us receive the news, market already show the require changes. The use of biological weapon in Syria is nothing new but when US announce of taking punishment action, market suddenly alert about this threat. The first changes after market start to slide, price of crude oil and gold start to shoot up. Together with foreign selling pressure, the drop in last week was really quite pretty.

Many margin user did receive margin call but it didn't get serious until force selling happen. However, the bearish market did not persist until the weekend because the local institutional did some window dressing since this weekend is our independence day. With the panic selling happened last week, now is the technical rebound stage. Whether this trend continue or not will depend on whether Syria war really occur in next week.

With UK stepping down from participating in the war, I bought in 20lots  Airasia in anticipating for a rebound at RM2.55 while I sold off 20 lots of Supermax at RM2.35 after nothing much changes even though the quarter result is great. I contra 30 lots of Yeelee at RM1.17 that I bought at RM1.12 on last Tuesday and earn around RM110 after deducting the trading charges. I am getting ready to ride the wave and will definately anticipate more wave coming.