It has been a very relaxing month for me in terms of blogging as I have eased up on the frequency, and have instead focused more on my personal life and other pursuits. Other than checking on the results of the companies which I own, I also did some reading and simple analyses on other companies which had released their results, in a relaxed and non-hurried pace. After all, if a company is really good, it should remain so even into the future. The problem, of course, is getting Mr. Market to sell it to you cheaply so that you can maintain your margin of safety.

The economic and political news has probably been dealt to death in the newspapers so I will not dwell on it except to mention the headlines – troubles in Libya, Bahrain, Yemen and Middle East in general, an earthquake in New Zealand and COE ......