Added Boustead back at 80cents. A fundamentally strong company with multiple business in energy, property and ESRI. At current prices, it looks like really under valued. Near term risks remain with plenty of headwinds. But with the margin of safety provided at 80 cents and its positive medium terms prospects, this is enough for me to take the plunge and ride out the near term volatility. I also expect it to continue to give out approx. 5% dividend yield which will make the ride bearable...
My portfolio now comprise:
1. China Merchant Pacific
2. Naratel
3. TTJ
4. Sports Toto
5. Saizen
6. Accordia
7. IREIT Global
8. M1
9. Boustead
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