The 7-year sabbatical cycle (part 3)

Part (C) : commodities and the next bullish markets.

The final part in this series will be sub-divided as follow:-

i.                 The Dow Jones Industrial Index forecast

ii.                Commodities prices, gold and oil futures.

iii.               China

i.                 The Dow Jones Industrial Index

Further to the article in part 2 of this series, the speaker mentioned of Kitchin cycle.

Kitchin cycle is a short business cycle of about 40 months discovered in the 1920s by Joseph Kitchin.

Kitchin said that in good years, the commodities supply get flooded and so prices dropped. Hence, it is necessary to reduce output so that prices can rise again. This cycle is about 3-5 years. This also explains that there is a sort of mid-term hiccup in between the 7-year cycle.

THE 7-YEAR SABBATICAL CYCLE (PART 2)

Part (B) : the 7-year sabbatical cycle

 (please refer to previous post, part 1. This is a continuation)

The wealth code of 7 (The sabbatical number 7)

It is noted in the Jewish Bible that they rest on the 7^th year after 6 years of good harvest. In modern times, still Jewish are wealthy so is it due to this recognition of the 7-year cycle?

The 7-year sabbatical cycle

Talk by speaker from T3B Singapore, @ T3B Malaysia on 9 Jan, 2016 (Part 1 of 3).

The speaker has many years of experience in stock market trading and applies Cycle Analysis (CA) to predict and time his trades.

This article serves to provide further information to the speaker’s argument pertaining to his application of CA to stock trading. There will be 3 parts:-

Part (A) : Sovereign debt crisis.

Part (B) : The 7-year sabbatical cycle.

Part (C) : commodities, the next bullish markets.

KL stocks strong uptrend waiting for next pullback

Hi folks,

These are strong uptrend stocks on KLSE that have good volumes during the recent run up.

The KLCI is now hitting resistance at 1832 and looks like a multi-top formation.
If KLCI cannot break above this top, it will pull back and we can buy those in the list that have significant retracements.

Notice the KRA line is quite high now?

KLSE HIGH DIVIDEND YIELD STOCKS (updated April 2017)

KLSE code	COMPANY	Board	Sector	Growth L2Q	DY	DY basis	EPS (TTM)
BDB	Bina Darulaman	main	Property	yes	6%	31/12/16	11.2
BPPLAS	BP Plastic	main	industrial	No	5.7%	31/12/16	6.5
CSCENIC	Classic Scenic	Main	Consumer (timber product)	no	5.5%	31/12/16	11.0
CSCTEL	CSC Steel	main	Industrial	No	7.4%	31/12/16	18.0
CVIEW	Country View	Main	Property	Yes	6.1%	30/11/16	25.9
FIMACOR	Fima Corp	Main	Industrial (security printing)	Yes	5.6%	31/12/16	24.0
GADANG	Gadang Holding	Main	construction	Yes	5.4%	31/12/16	15.3
LAYHONG	Lay Hong	Main	Consumer (eggs)	No	5.6%	31/12/16
LBICAP	LBI Capital	Main	Property	No	5.4%	31/12/16	27.3
LIIHEN	Lii Hen Industry	Main	Consumer (furniture)	Yes	8.5%	31/12/16	41.5
MERCURY	Mercury Industry	Main	Industrial (paint mfg)	Yes	8.8%	31/12/16	16.4
MSM	MSM Malaysia	Main	Consumer (sugar)	No	5.7%	31/12/16	17.1
PRTASCO	Protasco	Main	Construction	No	11.8%	31/12/16	10.4
PWF	PWF Consolidated	Main	Consumer (chicken)	Yes	6.0%	31/12/16	7.7
SAM	Sam Engineering	Main	Industrial (aerospace)	No	6.6%	31/12/16	33.8
SEG	SEG International	Main	Trading (education)	Yes	5.2%	31/12/16	3.6
TAMBUN	Tambun Indah land	Main	Property	Yes	6.1%	31/12/16	26.2
TONGHER	Tong Herr Resources	Main	Industrial (metal)	Yes	9.5%	31/12/16	28.7

L2Q = last 2 quarters             

DY = dividend yield                

TTM = trailing 12 months

EPS = earnings per share

KLSE SCAP top pick

This list is extracted from RHBinvest research. Take a look.

Company Code	Company Name
7251	BARAKAH
5248	BJAUTO
5245	CARING
5136	COMPLET
5208	EITA
9261	GADANG
78	GDEX
3301	HLIND
7213	HOVID
166	INARI
7153	KOSSAN
5789	LBS
172	OCK
5125	PANTECH
47	PERISAI
8869	PMETAL
4634	POS
5204	PRESBHD
9598	PTARAS
32	REDTONE
5207	SBCCORP
4731	SCIENTX
6521	SURIA
5012	TAANN
6139	TAKAFUL
5191	TAMBUN
5230	TUNEINS
7293	YINSON

Of the above list, the following are popular with the big boys in view of their recent high trading volumes:-

1. BJAUTO

2. PRESBHD

3. HOVID

4. YINSON

5. PMETAL

6. GADANG

7. SCIENTX

and the best DY (dividend yield) are these:-

1. LBS

2. HLIND

3. PANTECH

4. TAKAFUL

5. TAMBUN

6. PTARAS