I have decided to make some changes on my holdings by first selling all 17,500 units of Freight Management which happens to be a very well managed company. Even then, I felt that the recent rise of logistic companies provided a good enough price for me to sell.
From that sale, I decided to buy 10,000 units of Three-A resources (3A - 0012) as I felt that it has not been much followed by many investors. Typically like the business as it is trading at below 13x PE. So who says that we cannot find value during the time when some sector's valuation have gone very high - technology sector mostly.
At the same time, I have converted all the 136,000 units of WCEHB-PA into WCEHB.
Below is the latest holding.
http://www.intellecpoint.com/2021/02/bought-three-resources-sold-freight-and.html
