I just sold a few of my stocks as we go thru this oil volatile period. Lightening my position on property as I really think they're expensive right now.
I then used the proceeds to buy SSI. The Rustan's holding company that has most of the major luxury brands under its wing as franchise holder for the PH. I read somewhere that you should buy stocks of a company only if you are familiar with it and this company ticks that checkbox for me. I have been a fan since I was 7 and I do eat and shop at their establishments.
Moreover, I think the burgeoning economy is unleashing the middle class' buying power and driving flocks of Pinay ladies to their Prada and LV stores (to name a few).
Anyway, 2015 looks to be an exciting year for investments in luxury brands and power generation for me as both these industries are very much in tune with the growing economy.
Happy stock picking to you all. Remember "who dares, wins".