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?

1 comment:

Unknown said...

i have another stock idea for you to check it out.
It is Notion Vtec.
Go and have a look at their financials.
they announced their result yesterday and it looks impressive.
I think the stock looks interesting as the company is targeting to quadruple their revenue in FY12