News
A short letter to our first time visitors. Here is a general introduction and summary of membership -and a bit of who we are and what I stand for. April 30 '10 marked our 13th year anniversary!
Here are some short comments which were given unconditionally to Paul Renaud when asked if they had anything to say about us. Of course, no comments or feedback has been omitted nor changed from this inquiry.
September 2010.
So called 'top down' investing, as practiced vigorously by the global institutions has been in full swing in emerging markets for more then a decade! This practice has given rise to immense and continuously increasing stock market pricing distortions and inefficiencies.
With global interest rates at low levels individual investors here in Thailand and around the World are rightly so catching on in seeking yield on investments.
The mid to smaller companies are overall the long proven premium choices: as these mostly often have less volatile stock prices, much higher cash dividends and above average earnings growth. This is a complete reversal as compared to the U.S. or Europe, where larger companies are associated with stableness besides attractive dividends and smaller growth companies pay no or very little in dividends.
Thaistocks.com has here documented since 1997 how one can achieve superior returns by being underexposed in the largest capitalized Thai companies and over exposed in value growth stocks, with high dividends. Seek deep values along with high dividend yields and growth rates, not high trading volume levels. This theme is the long proven superior investment performance method here offered, mostly to invidiual investors.
