Changing portfolio..

sahan8896 · 1 Changing portfolio.. Tue Oct 04, 2011 7:31 pm

sahan8896

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I'm changing my portfolio to hotels & plantations.Mainly hotels,need your advise??

tkc · 2 Re: Changing portfolio.. Tue Oct 04, 2011 7:39 pm

tkc

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sahan8896 wrote:I'm changing my portfolio to hotels & plantations.Mainly hotels,need your advise??

It is really difficult to understand good sectors in current market.It is better that if you can concentrate single shares rather than concentrating on sectors.

Roboticfx · 3 Re: Changing portfolio.. Tue Oct 04, 2011 7:43 pm

Roboticfx

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limiting your portfolio to one section reasons for reducing of your profit. Catching the best shares in a time period is the most valuable and efficient method. Anyway, this is my opinion. You can follow this or follow your own method.(I follow this method. I could find hidden GEMS from it.)

Happy trading!

sahan8896 · 4 Re: Changing portfolio.. Tue Oct 04, 2011 7:48 pm

sahan8896

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I found some plantation & hotel shares which have formed bottom,aslo expecting a rally soon of hotels n later plantations, shares such as MADU,WATA,KGAL,KAHA ,PALM,MRH,HUNA.... are @ bottom,correct me if i'm wrong

kasper · 5 Re: Changing portfolio.. Tue Oct 04, 2011 8:26 pm

kasper

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there may be Hotel rally soon.. but I don't think plantation stock will move sooner due to high production cost (wage hike). Most of the plantation stocks are undervalued but wait until atleast for Q2 reports to observe the impact & make your decisions accordingly. As Robotifix said DO NOT limit ur p/f for 2 or 3 sectors.

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Market.Player · 6 Re: Changing portfolio.. Tue Oct 04, 2011 9:42 pm

Market.Player

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Hotels OK. Especialy to me KHL,NEH,HSIG,MARA,DOLPIN.
This is not a time for Plantations.
Out of above, food stocks, especialy BFL, TAFL & ODEL is good for me.