I like my chances in this better diversified conglomerate ("better diversified" as opposed to SMC, for example).
The previous post about how A Tan looks at the different pieces of his conglomerate as complimenting each other adds value to the whole issue.
And at 14 forward P/E, it is also a bargain today.
Further, if it breaches 26 strongly, the TA believers will interpret this as start of recovery. They will come in droves
Enter one tranche, if you wanna be safe.
No comments:
Post a Comment