what a great chance to load up on some TURBO.... dont understand why market is prcing it so cheaply... furthermore 5 sen divvy is coming up in the coming quarter
Yea... oversold sentiment.... but they are not involved that much in upstream... mostly supplying to downstream and maintenance. Their pumps will still be in demand regardless of oil prices... this is market irrationality.. furthermore, they have big chunk of earnings in SGD which bode well in weak RM environment...
I came across TURBO when it was recommended by you last year. I didn't know the Oil and Gas industry well and it is definitely not in my circle of competence. And, I choose not to invest when I am not understand.
II, I have around 20 but my largest holdings are concentrated around 10 stocks. Watchlist I have a lot, but in general I dont commit >10% per stock. Although focus investing can be rewarding if you pick the winners, most of the time I dont know enough about the company to have a high conviction. Therefore, if I were to follow a purely quantitative approach with some qualitative judgement, diversification is my only protection.
LAND value only can be realised if its actually sold, ie transacted. That is why in accounting, u will just place the original purchased value, not current market value. LAND value also can goes down, not only UP, remember that mr. greddym3
I am watching MUH. I had bought and sold Tn Logis, L&G and some others.
I think Assets are better than Earnings. Assets are more solid and stable while Earnings can evaporate due to changing winds. When earnings dropped for homeriz its shares weakened immediately.
Asset play is safe and a well diversified net net portfolio can provide a CAGR around 15% - 20% ; Earning power candidate is definitely can provide more return if pick the right company.
So, it is depends on the individual earning target and risk appetite. Risk and return are inseparable.
I from oil and gas industry.. the industry is not good now and my company is currently undergoes retrenchment.. think twice when u pick oil and gas stock..
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
NOBY
936 posts
Posted by NOBY > 2015-01-28 16:12 | Report Abuse
what a great chance to load up on some TURBO.... dont understand why market is prcing it so cheaply... furthermore 5 sen divvy is coming up in the coming quarter