Market Review and Trends
Random thoughts: My route to Rome
By Sillyinvestor  •  July 10, 2014
There are more than one route to Rome. I think I have found mine. I am not sure if it lead to Rome, but I am quite sure I am going to take the path. One paradigm shift: Stop worrying about the value of my portfolio. Not that it is not important, but the cashflow of dividends and the robustness of underlying business is more important. Second shift: Only look at companies with yield of at least 4%. If u expect growth, 4-5% is ok, if u expect flat or zero growth, at least 6% will be appropriate. Third shift: Only buy companies that will survive the next downturn and emerge stronger. Trading of companies that are mispriced is permissible with 2 years horizon. Expect such counters to never recover, and be ready to take the risk, and be nimble. Such counters should yield more than 8% to justify the ......
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By Sillyinvestor
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