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RealDutch

07/17/13 4:32 AM

#1693 RE: RealDutch #1692

When SIAF or ABAT triples in price then other, higher valued companies, may come into play. These are still very cheap but not as cheap as SIAF or ABAT. SPU and ONP are pretty safe. CCCL pays dividends. HERB is trading at 5% of book value like ABAT. I could put 5% on any of these. That will save you the effort of having to check out 100's of companies. Problem with this is, if SIAF or ABAT triples in price then we will likely see much higher prices as well. Don't sell your winners, right. So I will be reluctant when it comes to diversifying. But if you have the money...

fmeded

07/17/13 5:45 AM

#1694 RE: RealDutch #1692


OK thanks very much!! - I will take at look at those companies. Appreciated - as when I asked on an Aussie forum about US pennies all I got was advice saying don't bother....

Another I like is LSIHF - Hong Kong based property developer & not as speculative as SIAF, ABAT etc.