Indian stocks are cheap right now, especially smaller-cap stocks
- DailyWealth
Singapore Stock Market is the World's Biggest Bargain
- Martin Hutchinson, Money Morning
political risk in the Middle East has increased significantly with war between Iran and Israel “almost inevitable”, and precious metals and equities investments offer some safety.
-Marc Faber
our copper/oil indicator is sending out a warning signal that world equity indices could soon be heading south
- David Stevenson, The Fleet Street Letter
Japanese stocks are set to soar
-James Ferguson, Moneyweek
Spain is the next big problem for the eurozone
- John Stepek, Moneyweek
April 03, 2012
March 02, 2012
market view
SP500: 55dma crosses down through the 21dma - sell
for now the trend is up
For now the bond market is telling me that the inflation trade - or that risk - is back on. That means that cash is not the place to be, but assets - be it gold, equities or commodities - are.
-Dominic Frisby, Money Morning
for now the trend is up
For now the bond market is telling me that the inflation trade - or that risk - is back on. That means that cash is not the place to be, but assets - be it gold, equities or commodities - are.
-Dominic Frisby, Money Morning
February 19, 2012
investment ideas
Emerging Markets dividend stocks - WisdomTree Emerging Markets High Yielding Equity ETF (NYSE: DEM).
-Martin Hutchinson, Money Morning
"war in the region might persuade Iran to shut down the Strait of Hormuz, something it’s threatened several times before. As 40% of the oil barrels shipped around the world has to travel through the Strait, crude prices could be sent skyward."
-Matthew Partridge, Money Morning
when looking for safe haven, Yen becomes strong
When Yen is weak, Japanese stocks become strong
Japanese stocks are cheap
-John Stepek, Editor, MoneyWeek
Canada’s house price bubble is set to burst
Short the Canadian dollar
A huge drop in demand for commodities seems well underway
Short the Austalia dollar
-David Stevenson, Money Morning
India is the place to be in 2012
-Cris Sholto Heaton
-Martin Hutchinson, Money Morning
"war in the region might persuade Iran to shut down the Strait of Hormuz, something it’s threatened several times before. As 40% of the oil barrels shipped around the world has to travel through the Strait, crude prices could be sent skyward."
-Matthew Partridge, Money Morning
when looking for safe haven, Yen becomes strong
When Yen is weak, Japanese stocks become strong
Japanese stocks are cheap
-John Stepek, Editor, MoneyWeek
Canada’s house price bubble is set to burst
Short the Canadian dollar
A huge drop in demand for commodities seems well underway
Short the Austalia dollar
-David Stevenson, Money Morning
India is the place to be in 2012
-Cris Sholto Heaton
January 31, 2012
market view
- China slowing down
- weaker British pound
David Stevenson, Associate editor, MoneyWeek
- India
- junior gold stocks
- silver
John Stepek, Editor,MoneyWeek
January 21, 2012
market view
- move from emerging market currencies to dollars
- keep in Indian currencies if you must
- buy gold
Merryn Somerset Webb, Editor-in-chief, MoneyWeek
- oil prices to fall
- Europe and Japan is looking cheap
- short AUD
John Stepek, Editor, MoneyWeek
- gold price $1900 end of 2012, or 2013
Dominic Frisby
2012 themes:
attractive - treasury bonds, quality dividend stocks, small luxuries, consumer staples and foods, dollar against euro/aud/canadian, healthcare providers, rental apartments, productivity enhancers, north american energy
unattractive - developed country stocks, home builders, house prices, consumer discretionary, consumer lenders, banks, junks bonds, emerging country bonds, emerging market stocks, commodities price, old tech capital equipments producers
Gary Schilling
- keep in Indian currencies if you must
- buy gold
Merryn Somerset Webb, Editor-in-chief, MoneyWeek
- oil prices to fall
- Europe and Japan is looking cheap
- short AUD
John Stepek, Editor, MoneyWeek
- gold price $1900 end of 2012, or 2013
Dominic Frisby
2012 themes:
attractive - treasury bonds, quality dividend stocks, small luxuries, consumer staples and foods, dollar against euro/aud/canadian, healthcare providers, rental apartments, productivity enhancers, north american energy
unattractive - developed country stocks, home builders, house prices, consumer discretionary, consumer lenders, banks, junks bonds, emerging country bonds, emerging market stocks, commodities price, old tech capital equipments producers
Gary Schilling
December 02, 2011
property investing in Malaysia
Ways to make money from property investment:
- discount from developer
- rental return- completed medium cost apartments; 7-8% pa; poor appreciation; timing not needed; tenant management
- capital appreciation - completed landed homes; poor rental return 3-5%; good appreciation 5-10%; timing important
- commercial properties (shoplots, offices) -rental 6-8% pa; good appreciation 5-10%; location important; for wealthy individuals
- raw land development
- plantation
- orchards/ecofarms
- property development
- buy basic or run-down house - refurbish
- abandoned/haunted house
- auctions
- accessibility being upgraded - OKR, Kesas, Guthrie
- area with new projects
- residential convert to commercial - main roads with conversion potential
- student accomodation - near LRT
- flipping
- bird nest farming
November 15, 2011
DOMINAN
Dominant Enterprise Bhd is involved in the manufacturing and trading of flat laminated and moulded wood products, targeting furniture makers and home fitting manufacturers.
Let's look at some figures for Q1FY12:
ROE and ROR is 12% and 4% respectively on a five year average basis. The ROR is on the low side, unfortunately. For comparison, it is around 12% for Evergreen and Eksons.
Revenue and profit has risen since listing in 2003. Currently, local market accounts for a major part of its revenue. It also exports to Australia, Singapore, Europe, US, Asia and other overseas market. Risks include material cost, oil price and forex risks.
From its annual report 2011: "Our strategy going forward is to identify expansion opportunities in overseas markets and to develop innovative products that cater to consumers’ tastes."
I can't find any analyst covering it, probably because of its low market capitalization.
It is undervalued according to my calculations, so I have been eyeing it for some time. It's liquidity is rather low and price has been on the downtrend since early this year. However it gives a good dividend yield, around 7%. Dividend payout around 30-40% the past few years.
Its price have been consolidating for the past 3 months. If you have bought it at 48c, now you will already have about 10% gain. I noticed it risen on some volume yesterday, so I have initiated a position in it today.
Let's look at some figures for Q1FY12:
- current ratio =1.84
- working capital - LTD = $76m
- debt/equity = 0.05
- LTD/PAT = 0.6
- cash/debt = 0.13
ROE and ROR is 12% and 4% respectively on a five year average basis. The ROR is on the low side, unfortunately. For comparison, it is around 12% for Evergreen and Eksons.
Revenue and profit has risen since listing in 2003. Currently, local market accounts for a major part of its revenue. It also exports to Australia, Singapore, Europe, US, Asia and other overseas market. Risks include material cost, oil price and forex risks.
From its annual report 2011: "Our strategy going forward is to identify expansion opportunities in overseas markets and to develop innovative products that cater to consumers’ tastes."
I can't find any analyst covering it, probably because of its low market capitalization.
It is undervalued according to my calculations, so I have been eyeing it for some time. It's liquidity is rather low and price has been on the downtrend since early this year. However it gives a good dividend yield, around 7%. Dividend payout around 30-40% the past few years.
Its price have been consolidating for the past 3 months. If you have bought it at 48c, now you will already have about 10% gain. I noticed it risen on some volume yesterday, so I have initiated a position in it today.
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