kennethkohwk
- Jun 13, 2020
Market Update: We've surged more than 25% on the SPX since our bottom call. Is it time to sell n
Dear friends, it's been awhile since another market update. I trust this blog finds you well? We should have another Zoom meeting. I'd love to hear how you guys are doing through the COVID19 event in life and in financial markets. I'd have a coffee with you if we were in the same place. I pray that you will be in perfect peace whose mind is set on Him. Here's some thoughts I have on the shorter term and longer term outlook. I added two new candidates to add to your list to lo
kennethkohwk
- Jun 4, 2020
Is it time to sell yet?
Hi everyone, on 22nd Mar 2020, I came out of hiding and warned of "an intermediate bottom that may last weeks". My blog post came out the day before the actual bottom itself. I said that "some stocks might have already seen the bottom", which turned out to be correct for PLNT which I recommended to look at. https://www.quantzombie.com/single-post/2020/03/20/Stocks-I-am-looking-at-NOV-Planet-Fitness-STWD I was the first that I knew of that called the bottom publicly. At the ti
kennethkohwk
- Jun 3, 2020
Update on Valuetronics FY2020 results.
Update for Valuetronics for those who had some. Recall that I mentioned that Valuetronics was "worth at least 60 cents" and that the extent of how sales will be impacted will determine how much more it is worth. Last week, Valuetronics got close to 70 cents before selling down to 63 cents after results. How do you think about it now? TL:DR: It's a cheap cash rich company that is in consolidation. Price is unlikely to take off until that shake the specter of US distrust of Chi
