Profit Hunting

I like these guys. Their announcements are clear and straightforward. And if they don't know something, they say it. They do not mak...

The world's biggest seller of sugar water, and a cashcow. Their competitive advantage is their distribution network. This is a short p...

From "The Little Book that builds Wealth" by Pat Dorsey of Morningstar. He gives a list of common economic moats. This is simpler ...

Regional TCM company. Main business is M'sia, S'pore and HK, attempting to expand into in China: What they do (breakdown by 2010 re...

China Hongxing. With hindsight: Steady increase in receivables over the years. The YoY doubling in 3Q09 would be the tip-off here. Change ...

While waiting for the next recession....which there is no sign of yet.... Added 50K to portfolio. Savings from overseas assignment. Now ha...

Asian retailer. Owns and runs supermarkets, hypermarkets, health and beauty, and convenience stores. Slow but steady grower. Over the last...