Value Investing
C&G Industrial Holdings:Cash more than Share Price?
The latest quarterly report wasn’t very favorable to C&G Industrial Holdings, but are investors in C&G smart to dump it or are we sensing something amiss?
Here are some key notes from the quarterly repot:
Revenue fell by 7.2% compared to previous period in 2007
Sales were affected due to snow storm in early 2008
Normal yarn products with […]
The Elusive Bottom
Conference Call Notes
14 August 2008
David A. Rosenberg
We aren’t past the halfway point of this recession
My sense is that we probably aren’t even past the halfway point yet of this recession, the credit losses or the house price deflation. Looking at whether equities may have bottomed or not on an intermediate basis, maybe the recent action […]
Looking for clues in past downturns
By TEH HOOI LING
SENIOR CORRESPONDENT
IT is a forgone conclusion that we are entering a period of economic slowdown. Or perhaps, the signs have been there for some months but people are now finally choosing not to be in denial.
For five straight years between 2003 and 2007, companies in Singapore have been registering robust growth in […]
A Value Investor Looks At China
By Vitaliy Katsenelson
What do Starbucks and China have in common? A lot! Both got us hooked on consumption: one of fancy, expensive caffeinated liquids; the other on cheap foreign made goods. Both have defied the conventional wisdom - they grew faster and longer than common sense told us was possible. They also share another striking […]
Preventing Investment Mistakes: Ten Risk Minimizers
Most investment mistakes are caused by basic misunderstandings of the securities markets and by invalid performance expectations. The markets move in totally unpredictable cyclical patterns of varying duration and amplitude. Evaluating the performance of the two major classes of investment securities needs to be done separately because they are owned for differing purposes. Stock […]
Jeremy Grantham: Slash holdings in ‘risky’ emerging markets
(NEW YORK) Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co, told investors to cut holdings of emerging-market stocks, reversing his recommendation earlier this year.
‘Our advice until now was very simple: take as little risk as possible except for emerging markets,’ Mr Grantham, 69, whose Boston-based firm oversees US$126 billion, wrote in his […]
Safety in Reits? Don’t count on it:Analysts
I’m bringing you this article that caught my attention on the business times. Certainly for dividend investors the opportunity in REITs have been getting good these few months with some REIT having yields up to 9-10%.
While searching for top yielders are important, it is worthwhile to choose based on growth prospects and value prospects as […]
Dividend Screening Season!
I took a pretty long break from taking a look at dividend stocks but on this lazy day i somehow seem to think that i should start being more hardworking, else i may regret my decision.
Starting today, I hope to post some dividend alerts on my blog so that we can share whether these companies […]
Would Benjamin Graham buy financial stocks now?
The Stocks May Look Cheap, But
Bank on it: These Are Treacherous Waters.
July 26, 2008
Inquiring minds want to know: What would Graham do?
This column, named after Benjamin Graham’s classic book on value investing, launched only two weeks ago — and several readers have already asked whether Graham would be loading up on financial stocks now. Unfortunately, […]
ST Engineering: Might not be as cheap as you think
Readers from SGFunds would have notice that in one of the topics i did my usual rant on things that gets me frustrated.
I am vested in ST Engineering and not in the usual way since I have company units in there. And pretty much this would explain a huge portion of why i am so […]
