This is my personal opinion of which sectors will be hot or cold for Q2 2015

Hot

1) IT company particularly GST counters. (Recurring income from licensing)

2) E-commerce related IT companies - I see new E-malls start to spring up in Malaysia

3) Transportation company. See point (2)

4) Export related company - Earning foreign currency as our Ringgit weakens

5)Semiconductor related which includes tester related companies, OEM component producer, etc

Cold

1) Plantation - CPO prices still very weak

2) Property counters - Loan are harder to get. Not profitable anymore to flip houses

3) REITs - Other than dividend, capital gains were no longer spectacular vs the property boom

4) Companies whose raw material is denominated in USD.

5) O&G related companies - I still think earnings will be weak even though oil prices have started to hover around USD50. Alot of retrenchment happening globally on O&G companies and even scandals start to surface out on O&G companies (Brazil Petrobas)

6) Consumer good companies - GST makes me sad.

7) Precious metal companies. Gold prices still in laggard, so don't put up hopes that prices will reverse upwards , even though there is still gurus out there shouting BUY BUY BUY for GOLD & SILVER.

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Stock club not disco club but both environment can be hot at times

Facebook is a powerful tool for spreading news and info about a new product or services for free. Nowadays, there is alot local stock pick groups mushrooming inside Facebook that requires a certain subscription fee to join.

Below are what these stock pick groups/clubs generally provide at a fee:

1. Watchlist stocks to buy with their buy call price, take profit price and cut-loss point.

2. Some groups provide daily, weekly or even monthly buy calls 

3. Some groups based their call on either fundamental analysis, technical analysis or even a mixture of them. P.S I heard some investment course even promotes their stock picks based on Fengshui.

4. Some groups are exclusively limited to investment/stock-based seminar/course students. P.S Usually these course are not cheap also ranging from RM2000 to RM8000. The highest I know so far in Malaysia is a whooping RM24,000!! Those long enough in the investment community will know which group I am referring to.

The cost:

It can range from RM50 to RM100 averagely per month depending on which group.

Well, this post is not to discourage or encourage readers to join such groups to grow wealth thru the stock market. 

But in my opinion, it is better to learn how to fish rather than depending on people to give you the fish!

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Check your sms notifications for anyone who holds a Hong Leong Bank Credit card. This is truly a good deal!! RM50 without any minimum spend and so far I don't think there is restriction on the items that you bought. I just bought my 4th PS4 game disc at a super-cheap price aka all brand new!!

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GST is here T.T

And alot of prices of good have already increased before hand.

With Ringgit plunging, it is truly a whammy.

And with the political turbulence, Malaysia is truly having a triple whammy in  so early in 2015.

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