Why am i cautious going into July… (2 Jul 19)

July 2, 2019 el15

Dear all, With reference to my market write-up published on 29 May 2019 (click HERE), where I mentioned that the sell-off in the markets revealed interesting trading opportunities, markets coincidentally bottomed on 3 Jun 2019 and staged a strong recovery. I have already sold into strength and reduced my percentage invested in stocks from 150% in early June to 12% now. Personally, I am cautious in the market going into July. Why is this so? Basis below 1) Markets jumped yesterday following the U.S. / China trade truce announced over the weekend, despite the lack of details on what […]

Ernest’s compilation of stocks sorted by estimated total potential return (29 Sep 17)

October 1, 2017 el15

Dear all S&P500 hit another record last Fri! Some private banking clients have enquired on any interesting stocks to take a closer look with a horizon of 1-3 years. Therefore, I have compiled a list of stocks based on Bloomberg’s data as of 29 Sep 2017. Table 1 shows only the top five stocks with the highest estimated total potential return. Table 1: List of top 5 stocks with the highest estimated total potential return Source: Bloomberg as of 29 Sep 2017 Noteworthy points 1. This compilation is based on Bloomberg’s data sorted with my set of criteria namely, a) […]