27-09-2016, 02:50 PM
(27-09-2016, 09:58 AM)BlueKelah Wrote:(26-09-2016, 12:00 PM)CityFarmer Wrote: I have done the regular review on the company. In short, a well-planned and managed company, but the sector biz risk is too uncertain for a bet.
thought you been saying that u look at company first rather than sector? so sector biz is a concern for you too now?
Do I sense a change in ur analysis method or is this a special case? ;D
The focus is still on company fundamentals. To be precise, it is the company exposure to sector biz risk, is too uncertain for a bet. It is still a bottom-up approach, but probably broader consideration when analyzing the company fundamentals.
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