DEMCO speaks. The market and the analysts listen. The year ends on an up note and 2013 still looks good as of this moment. Here is a short review on some of my thoughts, as 2012 is coming to a close.
Here I make some changes to the model portfolio and share some of my reasons for it. It is always a risky task to take a loss and then move it into another stock -as there is a chance of a double mystake.
Once again, broker confusion if not outright misreporting, creates a near panic. To us its an opportunity where other previously missed it. DEMCO remains a buy and here is why they got it wrong.
(Corrected on Sept 29 and this letter sent to Kim Eng).
Let the profits run. Here is the report on Demco's annual shareholder meeting.
All members should be receiving e-mails alerting any new articles like this one, or regarding an old article but now made available to all free registered...
Here is a short review on some of my investor strategy going into this year. There is a model portfolio still in place here -but as noted I like most DEMCO and PYLON. Of course I would as always own a diversified portfolio -of mostly smaller cap growth/high dividend stocks.
Here I compare the two leading pure green listed companies on the SET.And how relative company size commands -as always- a huge premium here. But don't expect this to be explained to you by brokers or the press.
I think 2012 is the year where much focus will be on...
