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Saturday, 12 October 2013

Switching to mid and big cap for earnings bet

by ckchoy

With the quarter earnings around the corner, we can take a look at battled down counters, which I think would be mid and big caps like shipping, commodity and food industry. Eg Vard, NOL, Cosco, Noble, Golden Agri, Sinograndness, Yamada, etc.
Prefer counters with low P/E, below 15 or best below 10. Do your own homework.

Avoid those high P/E counters with no fundamental as their coming quarter results may continue disappoint investors. Come back after the earnings period over, around end of Nov.

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