I eat too fast, and with the food I like, I sometimes eat too much
I didn't notice it applied to my investment appetite too.
With the market going on a correction, I had already show my hand and more or less cannot take advantage of anymore low prices. I am not touching CPF OA although i already done the paper work.
I bought Venture, and with my small warchest (already utilized earlier) I had nothing left.
Personally, I regret selling it earlier. I wanted a net cash dividend payer instead of relying of leveraged instruments.
Although the bulk of revenue is from Asia, the majority of customers are From US. US is doing well, venture recovery story is intact.
Interest has no impact on it.
Currency is its advantages. Costs are mainly in ringgits and sing dollars.
Customers are diversified.
Business fundenmental has not changed. I am not sure if market fundenmental will affect its business soon.
Another Counter I asked my wife to add is CM pacific. With its acquistions spree, it is now rather heavily indebted.
But is tolls collections going to be affected? I think not. Even if dividends can cut to 6 cents (touch woods) which is already payable with 9 months earnings, its yield is still rather decent and current Price.
Eat slowly. I have health problems