Industry, Economic, General SET

PaulRen's picture

Stocks for the long run - along unpredictable events.

Submitted by PaulRen on Thu, 08/10/2009 - 5:00am

To own Gold while you short on the US$ is now all the rage.  Just as in past times, strongly differing financial views were expressed in light of different trends.  Trouble is, most of them are wrong far more often then not.

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Reminiscing of a stock investor. 2 new ideas and 1 old one reduced.

Submitted by PaulRen on Mon, 28/09/2009 - 6:43am

Reminiscing on a Monday morning, after yet another great round of company visits and now with a SET correction on hand.  I today present 2 new ideas on the market correction, and state my concern with a previous core choice....

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Beware of this modus operandi.

Submitted by PaulRen on Fri, 11/09/2009 - 2:48am

Dodge the issues.  Ignore the mails.  Then if it gets brought up again, just label it as 'an attack', so again ignoring what was raised by diverting it with a convenient label.  Its a given modus operandi by some out there but most see right through it.

PaulRen's picture

The world fastest recession changed into a new bull market?

Submitted by PaulRen on Tue, 08/09/2009 - 2:38am

On the coming further and likely faster US$ weakening. Currency trading is an opt out to me as the SET further charges ahead on strong money inflows likely to continue.  A short review on just some of our choices. 

PaulRen's picture

MAI vs. SET index, why is the MAI lagging?

Submitted by PaulRen on Mon, 31/08/2009 - 3:36am

Here I present my viewpoints as to why the MAI index has lagged year-to-date the large cap dominated SET index.  Surely the past 12 months have been a most unusual time in the investment business, due to the western induced financial crisis.

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MAI exchange fair stock valuation, vs. just profitable operations.

Submitted by PaulRen on Mon, 17/08/2009 - 3:21am

The MAI index is lagging -and this for months already. Yet as stated I believe things will change soon and so its turn will come.  Below is how I just wrote the MAI president on this. Yes, its a survival of the species thing.

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MAI index much lagging the large cap SET index. Why?

Submitted by PaulRen on Fri, 14/08/2009 - 3:03am

The surge of foreign money has been the dominant reason for the SET recovery year to date and so far smaller cap MAI listed stocks have lagged. Is this a concern?  I welcome all comments and here share my own.

PaulRen's picture

High yielding securities in a low interest rate environment.

Submitted by PaulRen on Tue, 14/07/2009 - 2:39am

Individual investors tend to be trend followers rather then good forecasters.  They are momentum investors rather then rational longer term value investors.  Today among the best investor themes are high yielding securities in a low interest rates era, while awaiting the upturn.

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SET exchange and brokers need reform.

Submitted by PaulRen on Sat, 27/06/2009 - 4:11am

Recently the Thai finance minister has been in the news a few times wanting to reform the SET exchange -and so the capital markets.  Rightly so. 

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