I was just updating my post on the merits of good asset allocation rules here when I got to thinking about how I should perhaps try to construct some rules around diversifying one’s risk within a portfolio. Of course there are different ways to measure one’s “mix”, whether it be in terms of sector or [...]
Archive for August, 2007
Here is another good book I recommend. This is not really aimed at investors so it needs to be understood and applied to your investment strategy. But it does provide great insight into how CFOs view companies from within and will give you the basic ability to decipher a balance sheet and understand the numbers [...]
Firstly - I’d like to apologise for the recent screw up on my blog when an update removed some recent posts. I’ve managed to get them back but not the comments. Rest assured that this is being worked on!
Now last week I was looking at volumes and wondering where the bears were. As you can [...]
Hindsight is always 20/20 and I could write about the many technical signals and reasons behind the sell-off, but that would be disingenuous because there is no way anyone could have predicted when it was going to happen. So apart from offering sympathies to our colleagues in the the financial industry (who are getting worried [...]
I’ve just posted up the company scorecard from Opus. This company scores a 10 and has been holding up despite the recent market turmoils. Nice cashflow, relatively low clearing and cash rich. A good candidate to buy on weakness in my book!
SHARETHIS.addEntry({ title: “Opus Scorecard Up!”, url: “http://www.tradingmalaysia.com/2007/08/06/opus-scorecard-up/” });
Opus International Group PLC
Published by August 6th, 2007 in Opus International Group plc. 0 Commentsopus06-08-07.pdfSHARETHIS.addEntry({ title: “Opus International Group PLC”, url: “http://www.tradingmalaysia.com/2007/08/06/opus-international-group-plc/” });
If you look at my Yahoo finance charts on the right, you will several index charts of different countries. What do they all have in common? They all follow a similar pattern. Why? Because stock markets are affected by the same global forces of supply and demand. This is why it’s important to not only [...]
