Pick of the week: none. Wait out until Oct 17.

It's too risky to buy today. Keep cash handy, instead. The Republicans may really try to test and rough it out on to a credit default, regardless of the multitude of financial experts who are warning about the catastrophe that will result from it.

My minimum cash position in uncertain times like now, as mentioned many times before, is 30% of total current balance (capital + all gains).

Ive sold remaining shares (a significant chunk) of JGS (in green) to raise money in my FMS port; while cash remains at 30-40% in my BPI port.

Ive added one tranch of TA though (banking on the good news and additional revenue that the activation of Maibara power plant brings), and placed buy points in TEL beginning at 2830.

Ive also played with DMPL earlier--bought and sold within two hours, for a small 700 PhP gain. I think the buying of Del Monte Foods US is a big deal that market hasn't gauged positively enough (yet), also because of the possible impending default.

Other than small plays like these, I'll just be on watch mode for the next 3 days.