I was keeping watch on Sabana Reit. But then I noticed the shares of Sabana's sponsor ... Freight Links Express ... is priced at only S$0.08 and I started

Of course it could. But nobody knows whether it will or not.

Wilmar is no doubt a blue chip, but it is neither a high growth nor high dividend stock. IMHO it's only worth buying when severly undervalued.

How do u figure it's a growth biz? Its EPS growth is hardly impressive. It is already Asia's biggest agri-business firm, so its hard to grow at breakneck speed.

I prefer Noble.

It's the weak oilseed & grain margins that's giving Wilmar problems, not the palm oil division which is still doing well

Yes, Wilmar is still seeking to acquire business. But as I wrote, Wilmar is already so big that contribution from new businesses to its EPS growth will be small. And EPS growth is what matters.

I seldom promote stocks, but I made 2 posts recommending Noble Group. Those who followed my advice will be smiling as Noble Group's Q2 net profit up 39% on-year. Its share price rose 12.1% today

Meanwhile, Wilmar's Q2 profit is down 70%. Will Wilmar shareholders get a trip to Holland tomorrow?

This post has been edited by Veda: Aug 14 2012, 09:26 PM

Congrats, China Minzhong is at S$0.71 today Should be ok, considering that it's a leading company in China's vegetables industry (non-cyclical consumer) and the fact that it has Government of Singapore Investment Corp as a major shareholder.

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Added on September 14, 2012, 3:53 pmWilmar jumped today above my buying price, thanks to its first ever share buyback and QE3.

Wilmar makes up 5%-6% of my portfolio

This post has been edited by Veda: Sep 14 2012, 03:53 PM