Apr 17, 2015

Cory Diary : Falling Knives

In stock investment my thought is always about Capital Preservation. Thus, if we take care of the down side, we win mid to long term consistently. What does this actually means ?

1. Avoid landmines by not going into their field no matter how attractive it is
    S-Chips, Commodity stocks

2. Management Integrity
    Any listed companies screw me once (that works against minority shareholder), i will ban them for life

3. Industry Issue
    A good example i think is shipbuilding/owner.A rather competitive industry which will stay that way.

4. Look for Reasonable Dividends with robust Growth potential together with sufficient profit margins
    Basically has certain level of moat, skill set, positive practice or stability in grind into the company

17th April 2015

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