Yesterday I changed my cash equity ratio from 40/60 to 50/50 and added DLady to my portfolio. This is because DLady is what we call a consumer staple, which are countercyclical stocks. After all, no matter what the economy we all need to eat. The only downside is that consumer staples are very rarely growth [...]
Archive for the 'Dutch Lady' Category
Sell in May and Go Away?
Published by May 18th, 2007 in Dutch Lady, Investment Notes and Tenaga Nasional Bhd. 0 CommentsSeeing more and more negative signals this week. Volumes have been falling and RSI is still showing a negative divergence. To me this means that investors are taking their chips off the table again. No one is particularly buying, but no one is particularly selling either. Quite teling for a pretty decent earnings quarter on [...]
dlady19-07-07.pdf
Consumer staples has never been a particularly sexy sector. And none less so than for 2007 what with all the hype about asian infrastructure, telecoms, construction, and pump priming for the economy. Me? I’m sticking with mummy’s milk.
And that’s because all the goodness and calcium and vitamins has translated into healthy sales growth, ROA and [...]
