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Strategies & Market Trends : Value Investing

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To: Prasad who wrote (39443)9/28/2010 11:50:04 AM
From: Paul Senior   of 78744
 
CSUWF.pk. Welcome to the thread, Doctor.
CSUWF.pk - interesting business model. Looks like they should have a moat -- gas lines to water heaters -- no competition there. Otoh, disconcerting that company has had to cut distribution. One wonders how conservative they are or were with their financials if a reduction had to be made. I guess company revenue growth going forward depends on growth in apartment/housing units and general inflation.

For holding for the good distribution yield, I'll guess this small, sedate company with its niche business might work out okay. I'll pass though. For me, I just don't believe I have the patience now to stay in this just for the yield. (Yield being the attraction, I presume.)

I continue to hold ENDTF.pk. Less yield, broader diversification, maybe just as dull.
enervest.com

(Aside: Small, sedate, niche, dull can be very good. My lack of patience and/or my lack of insight into the company could be the problem here.)
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