Tuesday, November 10, 2009
Turtle Portfolio Record housekeeping
Not much to publish today. Thought of just doing some light posting -- record housekeeping. Be patient on Faber Part II as I need to find time over the weekend to pour out what is inside my head.
Also need to digest on CIMB results, first impression is all coming from Indon units while domestic front is still hanging there nicely. ROE is around 14-15%, nicely done there, on the way to 18% as promised?