Posted by AyamTua > 2014-05-25 11:44 | Report Abuse

apollo, lionbiskut, pmcorp, ocb , hexza , spritzer all barang makan minum counters ..
ntpm - tisu jamban .. all these counters got potential - everyday people use

kkkikikiiii

Posted by 爱丽斯 梦幻世界 > 2014-05-25 12:41 | Report Abuse

Lionbiscuits, hahaha. Have any research compare with Oriental Foods ?

Posted by AyamTua > 2014-05-25 12:45 | Report Abuse

compare to all others stock - food, drink have natural moat and defensiveness ... at least can sleep well at night kikiki

Posted by AyamTua > 2014-05-25 12:51 | Report Abuse

to punt - kaunter minyak kapak
to invest - kaunter IT/technology or machineries/ services
to keep - kaunter makan minum

kikkikiikkiiii

Posted by kcchongnz > 2014-05-25 18:33 | Report Abuse

A good article telling investor to look at the business of the company, rather than looking at its share price movement, when buying a stock by Intelligent Investor here.

In Buffet's Letter to shareholders 1987, he advised investor to avoid unforced error in investing.

One way to reduce errors is to focus on studying high quality businesses with high returns on capital. In the letter to shareholders 1987, Buffett mentions that Berkshire’s seven largest non-financial subsidiary companies made $180 million of operating earnings and $100 million after tax earnings. But, he says “by itself, this figure says nothing about economic performance. To evaluate that, we must know how much total capital – debt and equity – was needed to produce these earnings.”

He then references an interesting study by Fortune that backs up his empirical observation. In this study, Fortune looked at 1000 of the largest stocks in the US. Here are some interesting facts:
• Only 6 of the 1000 companies averaged over 30% ROE over the previous decade (1977-1986)
• Only 25 of the 1000 companies averaged over 20% ROE and had no single year lower than 15% ROE
• These 25 “business superstars were also stock market superstars” as 24 out of 25 outperformed the S&P 500 during the 1977-1986 period.

The last one is really remarkable by any standard. So focus on the quality of the business, ie how much is the return of its capital.

Posted by AyamTua > 2014-05-25 18:38 | Report Abuse

i follow you - kcchongnz! thanks for posting!!!