Quite a bit of movements in my portfolio. Sold SPH and APTT for a profit of 12% and 18% profits respectively. Both are "victims" of my switching strategy. It might be a bad strategy, see here The money raised was vested into Sembcorp Industries and the rest kept as cash. I will just hold out for a while longer. I will like to increase exposure on my existing counters, in particularly Lee metals. Lee metals has 2 quarters of poor results, and the price has fallen more than 20% from its peak. However, I think Lee Metals has a lot going for it. A lot of people point to the falling revenue and high debt as red flags. Lee metals has 2 business segment: 1) Fabrication and Manufacturing and 2) Merchandising The poor demand in steel price and trading has cause Merchandising revenue to plummets. The expansion of the Manufacturing ......