TopDown Analysis Finding The Right Stocks And Sectors_1
Post on: 21 Июль, 2015 No Comment
Thaistocks.com is about value investing since 1997!
March 9 2015. April 30 ’15 will mark our 18th Anniversary.-
INTEGRITY IS OUR COMPETITIVE ADVANTAGE.
Thaistocks.com is an intelligent investment club which delivers unbiased, objective & professional viewpoints since 1997.
Through this media I share proprietary viewpoints, articles, in-person company visit reports with listed company managing directors -and regular Thai stocks investor intelligence. Members also enjoy an active member forum where they can comment, ask or/and contribute.
Low inflation, low commodity, gold, besides interest rates are all what made 2014 yet another good year for stocks! Few predicted this a year ago. Contrary to ever advocating EFT funds by so called investor pros’, there is allot of merit to value investing in higher dividend Thai growth stocks, like example renewable energy which remains the boom sector in Thailand. Paul A. Renaud.
Since April 1997, timely & original articles are published here regularly to contributing members. Original member articles selectively released to all free registered users some 4-6 weeks later. Members have unrestricted access to all articles our active member lounge postings and the monitored on going 6 month model portfolios and your questions, shared with contributing members.
In SE Asia there are many great stock investor opportunities as the mega institutions only chase large caps, when in fact 75% of the Thai economy is generated by smaller or mid cap companies. Hence there are real diamonds in the rough. and these taste great & less filling. but you will never find them in billion dollar portfolios. Paul Renaud.
Here I show regular and updated model-portfolios along with our active member-only forum postings, along with regular Thai investor expert comments/articles/company visit, expert reports and more.
Over 2 million visited us 1997. Thaistocks.com excels at investor performance over time through the rational and responsible value investing concept -as seen objectively from a pro’s investor point of view.
Value investing here means growing earnings per share over time, along with high current dividend income in understandable & researched companies.
We are not stock promoters and never receive any remuneration of any kind from any listed company! We publish responsible & unbiased viewpoints, sans plus.
We help our members with market intelligen t articles, Thai stock 6 month model portfolio’s, stock investor ideas often based on in person company visits, which we rate/evaluate based on my long experienced on location view points. We can help you get going, find a broker & answer short questions usually within 24 hours.
As here documented to members all along: the full track record from year 2003 to inclusive 2013. Since year 2003, I regularly post 6 month model portfolio’s which can be accessed by all members. Hence a documented track record as witnessed by all members all along.
I have appreciated your viewpoints this past year and am very happy with the results Thanks again. I much look forward to reading the most intelligent economic/investment writing about Thailand to be found anywhere in the world. Especially in terms of the performance of my investments. But also in expanding my knowledge of the workings of the SET. A Me mber comment.
Sharing of my expertise, viewpoints and independent research -full time- so to help create new wealth through the value and high dividend investing theme. This through my long on location expert knowledge, experience and strong connections in the segment of smaller and medium-sized Thai companies.
Thai Stock Exchange is open to foreign investors since 1976.
I know it like very few others here. for many of us its the right and rational way to higher investor returns over time -along with lower then market volatility. We are not stock promoters and unlike others receive no fees/payments from any companies we follow! I focus 100% on what I do best which is finding high dividend stock gems so shared to our members. **** For over 24 years on location I have with focus, passion, high ethics and determination excelled giving viewpoints as seen from the Thai stock value investors’ point of view. The many years continued model portfolio’s track record -as witnessed by our members all along — is validated as follows:
Calender Years: 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014:
% change each year: 88% (14)% 82% 32% 42% (40)% 55% 50% 17.8% 45% (year 2012), 12.8% (year 2013), 37.95% (year 2014)
Geometric average, over past 12 years: 28.8 %, per year.
Above shown track record is with no financial leverage. no stock shorting or hedging/puts which larger portfolios employ. Realize, this is armchair investing and not my own, its all based on documented model portfolio to members all along. Of course future such returns will go down and up and there are never guarantees. Past performance is not a guarantee to future returns.
To know more about -and to contact us click here
Best Regards,
Paul A. Renaud.
www.thaistocks.com