Fueling “angst” among the vulnerable in a fast uncertain and changing world is just as much “a crime” as selling investors US home mortgage bonds and derivative structured investment products, now on its knees. 

Hoping for the worst, not the best. 

For the doomsayers, too often the mission is to own gold and then hope and talk-up the worst i.e negative outcome. That is so much easier and less creative then finding good stocks, which takes real work, visits and analysis.  Mr. Marc Faber, as so many others, hope for the worst and then await that every day. As mostly then the price of gold shines. Vegetables grow either way.

LVT the tournaround condintues with this "Louis Vuitton" stock.  Dared with a strong buy view rating, despite the superb strock price advance of last yer.  Here is the update based on a company visits late last week.

I am given guidance of EPS expected of 0.50 for 2008, fully dilluted. This so is an undemanding dilluted forward p/e of only 4.36! 

A hot afternoon at the office. Steaming some thoughts and alerting you to LVT (2.08) ..my continued tournaround choice and a model portfolio selection.  The new SET leader will likely be ITD, not PTT, when things here recover.

The brave new world of Thai stocks -and why MAI investing has lead to far superior performance results last year.  This will likely continue in 2008.  It is the way forward and where I will focus much of my time and energy.

But the reality is everything in the middle is increasingly being left behind... 

For those investors who now want to take a bit of a contrarian view on the US$ currency and global oil prices -and so think the selling on this stock price is overdone why not take a look at MBAX, around 3 Baht just now.

A slowing of the US economy next year, due to the credit crunch, likely means lower oil prices and commodity prices.  The key now is to own growth companies which are not linked to US consumption or broad Thai exports....

Here I identify some broad risks and make some predictions into the new year. I then draw the conclusions as to why I stand on all legs to my current investor thesis.

MAI stands for Market for Alternative Investing, but the reality is that it has stood for superior investments, and I think this theme will continue in year 2008.  Wake-up and smell the coffee is my message going into year 2008.

Here I review some of the raw stat's on the MAI as the year 2007 comes to a close. The numbers tell it all.

High Net worth invididual Investors the world over have to ask themselves at some point, where should my financial center be? Where in the World is the investment excitment/opportunties likely to most persist? 

Where are transaction costs not excessive -and how to avoid the nasty so called retro-commissions which are designed to enrich the money manager and the bank, not necessarily the client.