Dear Readers It's been a couple of months since I last posted. I have been really busy with my CFA exam preparations and just came back from a business trip to Tokyo. How the stock markets have reacted since Oct. It has been a volatile couple of months but at the same time I see a myriad of opportunities opening up. My position in Sembcorp Industries has fallen a fair bit ever since Sembcorp Marine announced a profit warning a week or so ago. That being said, there are indeed chances to re-enter the market selectively to average down some of my positions. I do not forsee adding any different position at this juncture......