March 4, 2012
by financiallyfreenow
Warren Buffett would be jealous of us retail investors. I think he sincerely wishes that his company, Berkshire Hathaway, wasn’t that humongous. Why is that so? In 1999, he told Business Week that, “It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million. [...]
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February 25, 2012
by financiallyfreenow
Pros Acceptable moat – only listed road specialist, many years of experience and track record Strong financials, FCF, ROE, margins Good dividend yield Even though undertaking mostly government projects, margins are high – shows management competence China Sonangol catalyst (construction of condos, overseas opportunities, can be acquisition target) Oil and gas industry catalyst Property development [...]
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