tag:blogger.com,1999:blog-28021668.post3216658043101945275..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: Musicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-28021668.post-5352224875278331112007-09-27T16:44:00.000+08:002007-09-27T16:44:00.000+08:00Hi there Anonymous,I am not into recommending shar...Hi there Anonymous,<BR/><BR/>I am not into recommending shares of companies, actually. I would much prefer if one could do their own research based on value investment techniques and learn to come up with your own list of good companies to invest in. In other words, I would rather teach you how to fish rather than do the fishing for you. No offense, this will help you in the long-term in case you have the funds to buy more companies with a margin of safety.<BR/><BR/>I do not know of any potential blue chip companies. A lot depends on the dynamics of the business, industry and Management; thus one has to be aware of what's happening and tune in to business news frequently to assess the health and quality of businesses. It's a tough job but very rewarding once you get it right. Current blue chips are stable but as you said, not cheap anymore.<BR/><BR/>Growth and value investing are joined at the hip; try to find a company with good economic moat, strong earnings, visible growth and has amanagement which is honest and transparent; and you have won half the battle.<BR/><BR/>Good luck !<BR/><BR/>Cheers, musicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-50866485198031907082007-09-27T12:10:00.000+08:002007-09-27T12:10:00.000+08:00Hiya musicwhizIn your portfolio review end of this...Hiya musicwhiz<BR/><BR/>In your portfolio review end of this month, could you make some recommendations on stocks with potential to become blue chip one day? I'm not a nimble invester and would prefer something for long term. All the blues are very highly priced now.<BR/><BR/>Thank you.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28021668.post-81725047138631989222007-09-15T23:55:00.000+08:002007-09-15T23:55:00.000+08:00Hi Simon,I believe it would be similar to the form...Hi Simon,<BR/><BR/>I believe it would be similar to the formula for ROE (i.e. return on equity). You take net profit after tax divided by total equity in the balance sheet.<BR/><BR/>Regards, musicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-49496729309179371262007-09-15T09:15:00.000+08:002007-09-15T09:15:00.000+08:00Hi guys,I was reading the businesstimes article an...Hi guys,<BR/><BR/>I was reading the businesstimes article and it mentioned something about return on invested capital. Could someone tell me how do you actually compute such a ratio?<BR/><BR/>thanks!simonhttps://www.blogger.com/profile/01511349808077597074noreply@blogger.com