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A. Stotz All Weather Strategy – July 2020

By A. Stotz Investment Research | Aug 6, 2020

All Weather Strategy: The strategy had a lower return than World equity in July, as equity rebound continued. We continue to focus on downside protection with 30% short-term gov’t bonds and 30% gold. Gold has also helped the return of the strategy and was the best performer in July.

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Kyung Dong Pharmaceutical – World Class Benchmarking

By Become a Better Investor | Aug 5, 2020

Kyung Dong Pharmaceutical Company Limited (011040 KS): Profitable Growth rank of 2 was up compared to the prior period’s 6th rank. This is World Class performance compared to 410 medium Health Care companies worldwide.

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Sinil Pharmaceutical – World Class Benchmarking

By Become a Better Investor | Aug 4, 2020

Sinil Pharmaceutical Company Limited (012790 KS): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 620 small Health Care companies worldwide.

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Duopharma Biotech – World Class Benchmarking

By Become a Better Investor | Aug 3, 2020

Duopharma Biotech Berhad (DBB MK): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 410 medium Health Care companies worldwide.

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Delta Electronics (Thailand) – World Class Benchmarking

By Become a Better Investor | Jul 31, 2020

Delta Electronics (Thailand) Public Company Limited (DELTA TB): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 680 large Info Tech companies worldwide.

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Guan Chong – World Class Benchmarking

By Become a Better Investor | Jul 30, 2020

Guan Chong Berhad (GUAN MK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.

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Ichitan Group – World Class Benchmarking

By Become a Better Investor | Jul 29, 2020

Ichitan Group Public Company Limited (ICHI TB): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 510 medium Cons. Staples companies worldwide.

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Financial Impact of the “No Loser Policy”

By Andrew Stotz | Jul 28, 2020

Losing sucks. It hurts. If you could avoid the pain of losing, would you? If you could avoid the pain today, but suffer some consequence in the distant future, would you? How about when your kids want some sweets?

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Trees Don’t Grow to the Sky, Tech Won’t Go Up Forever

By Andrew Stotz | Jul 27, 2020

Tech companies are facing big challenges with Trump sending the regulators after them. It could be argued that they are earning monopoly profits. Trump may push them to split into Republican and Democrat Facebook, Democrats may just break them up.

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Indorama Ventures – World Class Benchmarking

By Become a Better Investor | Jul 24, 2020

Indorama Ventures Public Company Limited (IVL TB): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 780 large Materials companies worldwide.

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