Hi I’ll like to know what’s your take on investing the above as I realized that the management quadrant would usually fail (non disclosure of directors remuneration, share options, RPT etc) based on your teachings. Would you invest if the valuation is attractive and it only take a small percentage of your portfolio say 5%?
I look at the long term track record of the blue chip companies in the developing nation. One way you can look is whether the management is giving money back to shareholder (in the form of dividend) when they make money or do they hoard on to cash. Usually new companies that are injected into our portfolio are only 3%. We only increase when we getting more clear on the business and management.
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