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Diversification Is a Balancing Act

By Become a Better Investor | Feb 22, 2017

Chart of the Day: Diversification is necessary to reduce risk, but too much diversification reduces chances of outperformance. It is a balance between risk and return.

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China Communications Services Is Still Average

By Become a Better Investor | Feb 21, 2017

China Communications Services Corporation Limited’s (CCS) customers include the “Big 3” Chinese Telecoms: China Telecom, China Mobile and China Unicom. Profitable Growth has been below average at CCS until the past 12 months.

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Ranked among the Top 14 Small Utilities Worldwide

By Become a Better Investor | Feb 20, 2017

TPC Power Holding PCL focuses on electricity generation and distribution from biomass. TPCH ranks among the best 14 of 140 small Utilities companies globally.

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Is There Such a Thing as an Investing Edge?

By Become a Better Investor | Feb 17, 2017
Top 5 of the Week of February 13 - Become a #betterinvestor

In our Top 5 this week, we discuss Trump’s effect on markets, an alternative perspective on how to use behavioral economics, and the hidden banking fees we pay. All this and more…

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Poultry Producer World Class on both Profitability and Growth

By Become a Better Investor | Feb 16, 2017

PT Japfa Comfeed Indonesia Tbk is the second-largest poultry feed producer in Indonesia with a 22% market share. Both Profitability and Growth improved to World Class during 2016.

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Revenue Has Grown, Net Profit Has Not

By Become a Better Investor | Feb 16, 2017

Chart of the Day: Over the past five years in Asia, each sector has seen a positive compound annual growth rate (CAGR) in revenue. During the same time, only four sectors have seen a positive CAGR in net profit.

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Despite Slow Growth, Profits High at Chem Distributor

By Become a Better Investor | Feb 15, 2017

PT AKR Corporindo Tbk has grown to become one of Indonesia’s largest private sector distributors of basic chemicals, petroleum, logistics and supply chain solutions. Profitable Growth declined to #3 from #2 in the last year.

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Profit Margin in Asia Almost at 2008 Bottom

By Become a Better Investor | Feb 15, 2017

Chart of the Day: As of 2015, revenue among Asian companies had grown by 115% since 2006, while net profit merely grew by 60% during the same period of time.

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Profitability Higher at Thailand’s Largest Chemical Co.

By Become a Better Investor | Feb 14, 2017

PTT Global Chemical PCL is Thailand’s largest fully-integrated petrochemical and chemical company operating in the refinery, olefins and aromatics sectors. The company ranks among the best 219 of 730 large Materials companies worldwide.

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Not a Market-Timing Wizard? Stay Invested

By Become a Better Investor | Feb 14, 2017

Chart of the Day: If you can perfectly time the market on best or worst days, well, great – do it! Unfortunately, that’s a darn hard thing to do. For the average investor, it makes sense to stay invested.

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