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Learning that drives better investment decisions

Dividends Contributed Half the Return in Taiwan Since 2000

By Andrew Stotz | Jun 27, 2018

Chart of the Day: Dividend yield has consistently contributed to return in Taiwan. US$100 invested at year-end 2000 would have grown to US$314 and dividends contributed 50% of that gain.

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VMC: Mistake #2: Underestimating Expenses Causing Unrealistic Profit Forecasts

By Andrew Stotz | Jun 26, 2018
#ValuationMasterClass

For additional growth, a company needs to invest more than just maintenance Capex. While growth Capex has much more volatility, it is essentially the key to the future success of a company. Discover how to avoid confusing the two here.

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Persistently Great Profitable Growth at the President of 7-Eleven in Taiwan

By Become a Better Investor | Jun 25, 2018

President Chain Store Corporation is part of Uni-President Group (1216 TT) and operates 7-Eleven in Taiwan, China, and the Philippines. Since 2017, the company has ranked in the top 61 out of 610 large Consumer Staples companies worldwide.

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Different Types of Market Hecklers

By Become a Better Investor | Jun 22, 2018
Top 5 of the Week of June 18 - Become a #betterinvestor

In our Top 5 this week, we examine the futility of stock picking through chart analysis, discuss ‘proof of concept’, and see when buying and holding is hazardous. All this and more…

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Poor Profitability at China National Building Material

By Become a Better Investor | Jun 21, 2018

China National Building Material Company Limited is China’s largest cement and concrete producer, and also the largest glass fiber producer in Asia. Profitable Growth has shown a declining trend, the rank has fallen from #7 in 2013 to rank #10 in the past 12 months.

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Solid Profitable Growth at Thai Hospital Giant

By Become a Better Investor | Jun 20, 2018

Bangkok Dusit Medical Services Public Company Limited operates 43 hospitals across Thailand and 2 in Cambodia. Profitable Growth has continuously ranked above average and ranked at #3 in the past 12 months which is among the top 105 of 350 large Health Care companies worldwide.

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VMC: Improve Your CFA Exam Score

By Andrew Stotz | Jun 19, 2018
#ValuationMasterClass

Just because you know that the CFA exam is going to be tough, that doesn’t mean there aren’t tips you can implement to help boost your chances of improving your CFA score. Read them here.

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Great Profitability at Thailand’s Largest Refinery and Supplier of Petroleum

By Become a Better Investor | Jun 18, 2018

Thai Oil Public Company Limited is a subsidiary of PTT and Thailand’s largest refinery and supplier of petroleum products. Solid Profitable Growth rank. Profitable Growth ranked in the top 20% in 2015-2017, however, the rank fell one step to #3 in the past 12 months.

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Design the Right Portfolio Recipe

By Become a Better Investor | Jun 15, 2018
Top 5 of the Week of June 11 - Become a #betterinvestor

In our Top 5 this week, we discuss the dangers of leverage, examine the problem with lotterylike investments, and ask if long-term investors should be in bonds. All this and more…

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Sri Trang Agro-Industry’s Supply Make up 10% of Global Rubber Consumption

By Become a Better Investor | Jun 14, 2018

Sri Trang Agro-Industry Public Company Limited is a Thailand-based integrated rubber producer and its supply make up 10% of global rubber consumption. Profitable Growth has persistently ranked low. Margin change has started to improve since its #9 rank in 2016.

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