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Financial Investor seminars, or sales pitches?

Submitted by PaulRen on Mon, 19/10/2015 - 2:19pm

When/if attending so called Financial Investor seminars.

When attending so called financial seminars do these explain or at least touch on the often smaller cap. stocks investor advantage individuals can have?  Do they explain or at least touch on the often inept or outright conflict of interest many brokers/marketing officers may have towards retail investors?  Do they empower you, as seen from your investment interest;  or are they just gearing up toward selling you some new investor product?  These should be among the real tests on viability, credibility and objective validity of so called flourishing investor conferences...,yet too often turned into a sales pitch in disguise.

Paul A. Renaud.
www.thaistocks.com
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China's coming QE/Thai Renewable Energy

Submitted by PaulRen on Wed, 12/08/2015 - 6:38pm

August 31 2015

In recent years there has been a virtual boom in renewable energy in Thailand.  Select companies' stock in this sector have tripled and more since say year 2012, surpassing the local index change by a huge margin.  But neither the EFT's nor Quant's would have picked these up,  as they came from basically nowhere. Thailand is the leader in renewable energy but none of the leading firms in this sector are so called large cap stocks, so they get all but ignored by the institutions.. to their peril.
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August 25 2015.

In past years stock investors around the world have learned to be bullish on equities fueled by massive QE, first in the US, then in Japan and Europe. Today we know it was foolish to go against that mega-trend.  Ie. "Don't fight the Fed".  An old Wall Street saying.

China is now going on a massive EQ, or Equity QEasing.  Where it will reflate stock prices through massive EQeasing.  Will it so now be equally foolish to fight that trend by being China stocks bearish, at this point?  I tend to think so.  Let the bearish view ponder over this.

Paul A. Renaud.
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Beyond Thaistocks.com -meaningful real reforms need to take place here.

Submitted by PaulRen on Sun, 28/06/2015 - 7:00am
Thaistocks.com was always about rational & value investing since 1997.  April 30 '2024 marked its 27th anniversary.  For over 2 years I here increasingly stated to remain overall Thai stocks bearish -due to the Thai economy slowing, lack of SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics.  Still no real catalyst are in sight.  With my multicultural background and 40 years of professional investor experience I now instead here make regular added value more global oriented unbiased comments.   Beyond Thaistocks.com  (See articles below).  

We are not and never were investment nor financial advisors/nor fund managers,  just publishers of unbiased, experienced & long professional viewpoints with 40+years of investor experience.   "Integrity has always been my competitive advantage".   Picture here is about "don't miss the boat",  as one of these days global mkts will correct -and maybe far more.

November 21 2025:  Happy to notice the SET finally, at last, increasing its monetary fines to brokers here which not follow the rules.   A big issue investing in the SET is that many good fundamental stocks just don't move, instead most of the trading and volume takes place in over-hyped big cap's, at stratospheric valuations with near no dividends.  Leaving the rational investor behind. 

October 30:  The Thai Baht currency has been strong -for some months vs. most...

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