All my stocks are solid companies that pay great dividends. If you were in the market you would have been for warned about what is happening now. I've taken a hard hi, down 30 K, But I still have the dividends that exceed that amount. It's all on paper it becomes a profit or loss when you sale or buy.
Man I wish I could accumulate at these prices, but I'm tapped out Selling three days ago and buying back in would have been a good move. Right now it's not. This when you find out how much risk aversion you can handle, will your plan work.
Well my plan was to buy stocks that did not involve exports. I want the money from the Thai government to hit the streets. Hasn't happened yet when it does I will be fine. In the interm the dividends just keep coming. I hold MCOT Advance, ENOUCH, this are about TV entertainment and an 3-G. As long a Thai's keep those phones in hand I will make money. I also hold EASTW and TTW water usage in Bangkok. I hold one housing stock TRC cheap stock good dividend ratio an a solid conmpany.
I also hold TASCO only asphalt producer in Thailand, they got 294 rural roads to repair, when the flooding stops and they only got one place to get it.
I would like to accumulate at this price level on everyone. I would also like to buy global. For Issan that is where the things needed to repair flooded homes. It ignored in Bangkok for the most part. But, it is real builders supply.
So guys I'm holding the hand I got and I'm going to ride this out.
This is the best buying cycle I have seen since I started. Everyone is scare to death, the funny part none of this is a surprise.
I'm slowly turning into a value investor as opposed to a trader. If trader time comes back I'm all for it lot more fun.
Me all I want to do right ow is BUY BUY BUY alas no tango dinaero, Mai NEE Tung , I ain't got the money







