Each core portfolio should consist of companies in a few industries which the holder believes reflects the strength of the country in terms of 1) its economic advantage over competitors and 2) its development stage (i.e. fragmented industries operating in a growing market where barriers to entry are relatively high). In terms of 1, [...]
Archive for November, 2006
Trading: More Bull…
Published by November 30th, 2006 in , Tanjong Public Limited Company and Tenaga Nasional Bhd. 0 CommentsUnfortunately I haven’t had time to post very much this week due to work commitments again, although I did manage to find time to sneak a little quiet dinner with Miss Dirty Dog and pop that the famous question. (Yes my friends! Dirty Dog is about to become a husband! And he has been [...]
Not much to report this week except for these two reports on Public Bank and Litrak which offer pretty succinct reasons for why these are considered good, safe ones to have in your portfolio.
More on Litrak (updated on 03-12-06)
I would just like to add a few words about this counter. Normally I would not consider [...]
I’ve posted a report on Maxis here. This is an index heavyweight and should form part of the universe of stocks under constant review. As a blue chip this isn’t a prime candidate for short term trading, but rather one which should be bought on weakness and averaged down over a long period to bring [...]
There’s quite a lot of buzz on the blogosphere on Morgan Stanley’s new quarterly research report on ETFs. For those who are truly serious about investing, it is essential that you read this and are aware of their core portfolio allocation rules. The next thing to do is open a brokerage account for the US [...]
Music Review: Squarepusher - Hello Everything
Published by November 18th, 2006 in and Music Review. 0 CommentsIt has been quite a while since I have done an album review. That hasn’t been because I have not been listening to any music. It’s because I haven’t heard anything worth reviewing. I’m not one of those people who review something and then say it’s rubbish and give it 2/5 star like most of [...]
Trading: Mid caps for 2007
Published by November 16th, 2006 in , Investment Notes and Maxis. 0 CommentsThere’s no reason why any business would need a helpful government in order to succeed. All it needs is a level playing field. This goes for people’s careers, love lives, and yes, even their trading. Unfortunately this is not happening in Malaysia, which is why stock market punters are so fixated by what the government [...]
Trading: Portfolio Review - What to do, not where it goes…
Published by November 15th, 2006 in and Investment Notes. 0 CommentsIt has been a while since I have done this because I have hardly traded in the last couple of months. This is partly because I am a bear at these levels but it’s also because, being in it for the long haul, I don’t see the need to constantly trade as long as money [...]
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