Learning that drives better investment decisions

Watching the Street: Taiwan

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Watching the Street - feat - Taiwan

Taiwan has the most negative analyst recommendations in Asia. It’s an extreme relative to all the other countries in Asia. Consensus target prices remain dim.

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Top 5 of the Week of August 22

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Top 5 of the Week August 22 - Become a #betterinvestor

In the Top 5 this week, we look at the similarities between long-distance running and investing, what lessons we can learn from the history of the USA’s stock market, and discover just what are the values of value investing. All this and more…

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Thai Vegetable Oil

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WCB-Thai-feat

Thai Vegetable Oil is a producer and distributor of soybean meal and oil. When Witoon Suewatanakul took over as Managing Director, the rank returned to the top and the rank has been maintained ever since.

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Global Equity FVMR Snapshot – August 2016

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FVMRSnapshot feat

Developed Markets are only more profitable in terms of ROE than Emerging Markets due to the US. Even though the US has higher ROE, it’s less attractive on ROE/PB relative to both Emerging Markets and Developed non-US.

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Hap Seng Consolidated

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WCB-malaysia-feat

Hap Seng Consolidated Berhad is a major Malaysian conglomerate, which was established by the Lau family, its largest shareholders.

The Managing Director Edward Lee Ming Foo has been running HAP with great success, taking the company from a #3 rank on Profitable Growth in 2012 to the #1 rank it has maintained since 2014.

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Global Sectors FVMR Snapshot – August 2016

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FVMRSnapshot feat

Health Care delivers the highest ROE among sectors globally—above 20%. Energy is still most expensive on PE due to low earnings. Earnings in the World are expected to see double-digit growth in 2017.

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10 Ways Ethics Adds Value to YOU

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10 Ways-feat

Within the financial world, there are many areas of focus such as accounting, economics, valuation, or derivatives. And, of course, there is ethics. I want to teach you 10 ways that ethics can add value to you.

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Top 5 of the Week of August 15

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Top 5 of the Week of August 15 - Become a #betterinvestor

This week’s Top 5 includes a look at how to protect yourself from gap risks, when we should retreat from the stock market, and what Elon Musk and Warren Buffett have in common. All this and more…

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US Equity FVMR Snapshot – August 2016

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US Equity FVMR Snapshot feat

US’ ROE is about 3% above the World and the two consumer sectors have the highest profitability. Gearing in the US has increased since 2015 and the highest gearing is in Telecom, Utilities, and Consumer Discretionary.

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Watching the Street: Korea

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Watching the Street-korea-feat

Analysts in Korea, relative to other countries in Asia, have turned from pessimism to optimism over the last year. Expected return implied by target prices are in an uptrend for the first time since 2015. Korean analysts are, however, a very optimistic bunch of people.

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