Tuesday, September 23, 2014

Pick of the week for Wk39 is AGI (especially if it breaches 26 strongly)

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.


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