Monday, July 29, 2013

margin of safety

Track growth, at least some growth over a 10 year period, av of the begining 3 years and the most recent 3 years.

Cash generating capability and dividend policy is highly important.

SGX, Pne,

margin of business, NP should be lower than 5 even if that is industry norm

Decent valuation using standard PE, PB

Little, or no debt

 

Other approaches,

big neglected companies at down cycles

Golden agri, YZJ

YZJ OCF still ok....

Golden agri is worse

 

Cash generating machine, with growth potential

PNE, namlee???

Others??

sigh....

2 comments:

  1. This comment has been removed by the author.

    ReplyDelete
  2. Do you need to increase your credit score?
    Do you intend to upgrade your school grade?
    Do you want to hack your cheating spouse Email, whatsapp, Facebook, instagram or any social network?
    Do you need any information concerning any database.
    Do you need to retrieve deleted files?
    Do you need to clear your criminal records or DMV?
    Do you want to remove any site or link from any blog?
    you should contact this hacker, he is reliable and good at the hack jobs..
    contact : cybergoldenhacker at gmail dot com

    ReplyDelete