Benny Lee, Chief Market Strategist at Next View Sdn Bhd talked about why Equine Capital is on his radar. Would wait for a few weeks first before getting into MSM Malaysia Holdings, Felda's sugar processing unit.

Trading range for KLCI to stay sideways this week, from 1,555 to 1,570.

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Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talked about:

- when US economy will improve, as US 1Q2011 GDP came in at 1.9% and the Fed reduced its estimate for 2011 growth from 3.1 to 3.3% to 2.7% to 2.9%

- what both sides need to give in to, in order the debt ceiling to be raised from the current 14.3 trillion dollar level

- data he's looking out for this week

- billionaire investor George Soros saying its "probably inevitable" that a mechanism will have to put in place to allow weaker euro-region economies to exit the single currency

- given the circumstances, he likes semiconductors, specialty retail and luxury goods (despite Prada's recent performance)

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R&A Telecommunication Group Chief Operating Officer Nesakumar Retnasamy

- biggest risk is commodity fluctuations, but customers understand

- project turnaround takes from 3 to 6 months, payment from customers comes in within 45-60 days

- R&A has hit 50% of its RM8.8m profit target for the year, so he's very confident of fulfilling profit guarantee.

- ends with why they have no dividend policy

Turnkey engineering solutions provider R&A Telecommunication was listed on the Ace market via an RTO of Kzen Solutions Bhd since Monday, June 20th. Revenue target of RM100m, profit guarantee of RM8.8m for 2011.

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Tim Mulholland, MD at China-America Capital Company in Chicago talked about

- US data - jobless claims only showed a modest improvement in employment ahead, new homes sales fell modestly while inventory remains at historical lows combined with recent data.

- sees a definite slowing trend in US. very few bright spots in the economy.

- China - though hard landing seems unlikely, its factory sector barely expanded in June. Yes, alarm bells going off.

- China plans to build and upgrade 36m affordable homes between 2011 to 2015, with 10m to be completed this year. Yet, no, it would not persuade him to invest in China property developers.

- Li & Fung said Wal-Mart Stores may benefit from a flagging US economic recovery as Wal-Mart focuses on low-priced products. He tells us whether he'd be keen on either company's shares. 

- Re: European leaders trying to convince Greeks and financial markets that they have a workable plan to help Athens avoid a debt default and return to financial stability - thinks short term markets may be convinced, but not in the long term

-Ireland's economy expanded the most in more than 3 years in the first quarter - though small hopeful sign for the EU, it's still a bright sign

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TA Research Economist Patricia Oh expects May CPI to come in at 3.2%, forecasts CPI at 3.5% for 2011. Also talked about indicators - leading index, coincident index and lagging index - which suggest tougher economic conditions in Q2 and early Q3 amid strengthening external headwinds. No rate hikes in July, expects another 50bps hike to 3.5% by end of 2011.

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Ben LeBrun, Market Analyst and Commentator at CMC Markets in Sydney talked about

- No surprises from FOMC Meeting, and disappointed by lack of QE3 package. Talked about possible steps Fed could take to bolster the recovery.

- Apple's new iPhone 5 in September - whether to buy stock, depends on whether Apple can continue to innovate - no indication that they can't. Feels Apple is at a high price right now.

- Fosters rejected SAB Miller's $10 billion offer. Fosters could be holding out for a better offer. Discussed Asahi Breweries and AnHeuser-Busch InBev, who are possible contenders to bid for Fosters.

- Woodside Petroleum may become a more attractive target for BHP Billiton if its shares remain "depressed" (Credit Suisse)

Ends with bargain opportunities on the S&P ASX 200. Names Atlas Iron as a stock to watch.

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Dr Michael A Yoshikami, President & Chief Investment Strategist at YCMNET Advisors in San Francisco, talked about

- the Greek crisis unfolding - Greek PM had survived the confidence vote, but it's no guarantee that Greece will be able to pass new austerity measures on June 28th

- upcoming FOMC statement

- weight placed on sales of existing US homes

- advice to clients under current circumstances (world stocks and the euro rose from last week's 3-week lows on Tuesday as expectations that Greece can avoid a default on its sovereign debt attracted investors back into risky assets. However, the global economy is also slowing.)

- new agricultural hedging tool launched by World Bank, that will provide an initial $4 billion to help farmers in poorer countries deal with food price volatility

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Benny Lee, Chief Market Strategist at Next View Sdn Bhd say though overall global markets are bearish, FBM KLCI has been supported quite well for the past two months.

Also talked about Crude Palm Oil (CPO) numbers, as exports for June 1-20 rose 22% to 970,000 according to cargo surveyor Intertek. Expects CPO to rebound to RM3,200 this week, for longer term expects CPO to be at RM2,800.

Though he's not keen on any stocks for this week, KYM is worth watching as it has broken downtrend resistance level.

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Malcolm E Polley, President and CIO of Stewart Capital Advisors in Indiana expects Eurozone to ultimately extend financing to Greece as it doesn't want to hurt the euro. Discussed how Greece would able to generate revenue, and how raising taxes is bound to anger people. Expects Greece troubles to last for the next few years. 

Eurozone finance ministers' postponed a final decision to extend 12 billion euros worth of emergency loans to Greece, as they want to see progress on plans to cut spending, raises taxes and generate new revenue streams.

He tells us why he's not big on luxury retail, unless it's a value proposition like Coach. He ends with his short term outlook for US shares, which are certainly not overvalued.

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Vincent Khoo, Head of UOB Kay Hian Research talks about whether it's safe to buy Muhibbah Engineering. Muhibbah Engineering's shares recovered last Friday after telling Bursa Malaysia there were reasonable grounds to hold that the receivables from Asia Petroleum Hub (APH) were recoverable in due course. The shares fell 20% to RM1.52 on Thursday after news that APH, a big client, was in receivership from CIMB Bank.

UOB Kay Hian has a Not Rated call on Muhibbah at RM1.52.

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