Sold Padini at 1.94(13000 shares or 130 lot)

Sold Padini at 1.93(12000)

Sold more Padini at 1.92(9000)

Bought Icap at 2.13 & 2.14

Sold Padini at 1.92(2000)

Sold Padini at 1.91(10000)

Buy < 2.27, hold at 2.27-2.29, sell at 2.30-3.00

Icap

Sold more Padini at 1.90(1000)

Sold Padini at 1.88(7000),1.89(8000) & 1.90(8000)

Balance > 300,000 shares

Sold Padini at 1.83(4000 shares),1.84(8000),1.85(9000),1.86(10000),1.87(11000) & 1.88(12000)

2.10

Icap for long-term, Padini for medium-term

Agree!

Sozo=consumer,Padini=consumer, all in consumer sector?

Icap

Buy<1.80, hold at 1.80-1.82, sell at 1.83-2.32

Buy < 1.80

Bought Padini at 1.75

<1%

Bought Padini at 1.73

Bought Padini at 1.72

Bought Padini at 1.73

Bought Padini at 1.72

Bought Padini at 1.73

Bought Padini at 1.74

Focus on 2 counter only

The advantage of focus investing.

Bought Padini at 1.72

Definition of 'Growth Stock'
Shares in a company whose earning are expected to grow at an above average rate relative to the market.

Padini is not only the defensive stock, but also a growth stock

Focus in consumer stock, GAB,F&N,CARLSBG,BAT,DLADY,NESTLE,... too high to accumulate

Value investing will let you sleep well

Bought Padini at 1.68

2 cent = interim dividend , special dividend > 2 cent

Padini may declare special dividend end of the month

Bought Padini at 1.70

Tan Teng Boo(Icap fund manager) bought Padini(22,700,000 shares) at average price = 0.28

A couple in each sector.

Warren Buffett belives that investors should avoid the 'Noah's Ark' style of investing

Icap is closed end fund, managed by Tan Teng Boo

2 baskets for retail investor, 10-20 baskets for fund manager

Bought Padini in 1.71

Don't diversify to too many counters, 2 to 10 is enough

I am using focus investing, focus in Icap and Padini

Bought Padini at 1.72

Don't judge each day by the harvest you reap, but by the seeds you plant. - Robert Louis Stevenson

Bought Padini at 1.66

Bought Padini at 1.67