Bought Ezra @2.7 on 10 June 2008.
Boring Portfoilo as of 13 June 2008
Asia Enterprises
Courage Marine
C&G
China Sky
Ezra
Overall, Boring Portfolio had dropped 10.4% as of to-date as compared to STI which had dropped 13.95% since Jan 2008. (Jan Opening 3462.69, 13 Jun Closing 2979.56)
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2 comments:
Most of ur stocks have high correlation to the market influence
Example:
Courage Marine is heavily influenced by BDI. Shd BDI dip over the nxt few years. Ur Ratios will all disintegrate. Do you have a backup plan for these kinda stocks?
Thanks for dropping by abuden.
Upfront, I am not concerned by how the economy performs or the direction of Baltic Dry Index. My primary concern is inflation which erodes earning.
I believe good business will still remain good business regardless of economy direction.
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