“A lot of money managers today worry about quarterly comparisons in earnings,” he said. “They’re up biting their fingernails until 5 in the morning. My dad never worried about quarterly comparisons. He slept well.” Walter Schloss
I do hope I can buy at a point whereby I can sleep well no matter what happens. As years go by, I tend to prefer the peace of mind rather than excitement of profits. Nevertheless, I have look at the recent full year earnings of some of my holdings. Some are expected good news: Vicom, Riverstone, ISOTeam & SMRT. CapitaLand surprised me. Super Group seems to be gaining some momentum upwards (what is surprising is the better than expected quarterly profits). While SIA, Sun Hung Kai Properties and Golden Agri did not do well. The latter poor performance is expected.
Actually most of the times, I kind of like ......