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 2008 portfolio

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aurora97
post Jan 10 2008, 10:57 PM

八方來財
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Senior Member
3,790 posts

Joined: Aug 2007



QUOTE(TopGunn @ Jan 10 2008, 10:29 PM)
SHARE MY PORTFOLIO

1.BJTOTO
2.RESORTS
3.KNM
4.HSPANT
5.KINSTEEL
6.PENERGY
7.GUINESS
8.CARSBERG
9.YTL POWER
10.SP SETIA
11.SHELL
12.LIONDIV
13.KELADI
14.TIMECOM
15.GENT INT
*
very blue chip like porftfolio sounds very sound overall and balanced...

my 2 cents worth...

Gaming company for stable dividend income... Cash cow - lowest risk and flactuation, constant supply of income

Oil and Gas for increase oil prices...

Guiness and Carlsberg typical cash cow...

TimeCom a long term investment good choice...

Kinsteel for betting on shortage of resources? (steel)

Plantation HSP (undervalued?)

SP setia ... hmmm

YTL power ?
aurora97
post Jan 10 2008, 11:26 PM

八方來財
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Senior Member
3,790 posts

Joined: Aug 2007



i am thinking the same things but i dont have the money to buy, lol salary basemah ...

if u have the money than of course a balance of aggresive stocks and defensive ones to cover back front and also left right and centre flank if possible.

Only comment is HSP its the smallest plantation in terms of landbank but its yield is exceptional ranking above SIME. HSP has come in just in time to profit from cPO boom. In order for a plantation to reach its actual prime, it must at least have started planting 25 years prior from the date today.

Being in PRIME is very important.

 

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