Re-group?

Either Haiyan is still wreaking fresh havoc (this time in our stock market) or this is a temporary sell-down. If we slump back to sub-6000, this will be the first time in recent memory local equities will not have that Christmas increase, and 2013 will turn out of the worse years of the stock market.

One consolation from yesterday's big loss is that the volume is small. This important fact urged me to add to MEG, reenter AGI and GTCAP, and deplete some more cash position.The overall downtrend also should change our watchlist and short-term strategy.

I suggest we go back to short-term trading on some stocks. RLC is known to bounce strong from 20 - 21.5 range, PGOLD, Im waiting to touch below 40.

BUT, again, already already have pets for longer term (say until March).  Look for 15+% earnings growth and/or dividend-paying first liners. MEG, AGI, TEL, etc.

What hurt me most is TA, which was a pick of the week, but was debilitated by negative news. This is a puzzle--I might need to average down more and then sell some on rallies to go back to a decent cash position %.