- 3.8% in 3 months is not very bad. However, if one compares this opportunity with others, it is not so impressive. (link) 2020.4.12
- Potential upside of CLNY preferred share is quite attractive. (link) 2020.4.12
- COVID-19 experiments (link)
- Oil fund mystery (link)
- Op in small-cap fund with qualities like financial strength, earning quality and earning growth (link)
看過去5-8年ROE是否穩定 配得出現金 (低盈再率+高配息) 產業地位不變 (產品不變+高市占/會變+多角化) 公司要夠大 (常利大於5億元,上市櫃滿2年) 老闆要有誠信 (董監持股至少10%) 僅供參考
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