DEMCO out performing now -just as SET correcting.
Gone with the Wind.
Some of you members out there are now asking what about this or that stock? This so, post some turbulent global and SET market correction, just now along with some earnings disappointments. Yet, you all knew where my intense focus is/was for some time, and today you know again why. In the past year I explained again and again why I was/am maximum bullish on DEMCO.
I hate to say, I told you so, but I did tell all of you so. Year 2012 is ridden with risks and it pays to hide out in non-market noise related fundamental strong earning stock which has nothing to do with the West. The first few months of this year got some sidetracked with new SET highs, but I always stayed on course! And said to average down more.
Nothing is more powerful then being heavily overweighted on a stock choice that is rocking upwards; even while during the same time the general market is correcting.
It so allows to drastically reduce volatility in the portfolio and even a bit of re balancing if one had too big of a bite and so chooses to now move into an oversold secondary favorite. I just need to repeat it again, that I made if soo very clear to favor DEMCO and PYLON going into the uncertain year 2012. DEMCO got more attention here then any other stock ever! For good reasons as you now find out
Some of you may have gotten distracted into other names, others may have found it too uncanny to overweigh a single position so much, some of you may even have felt I was going off the deep-end with my continued table pounding. All true, except if I am right. Those where all your decisions to make, but you all know which view I asserted again and again.
Today those of you whom followed me to the fullest are in an excellent position to re-balance if they want into some oversold secondary choices? In the meantime my strong buy view remains in place for DEMCO.
I cannot add anything more presently as I did all I can here to convince all members all along with good/deep analysis on what I knew would/will happen.
Best Regards,
Paul Renaud.
