Since both Clasquin and Bolloré Logistics are being taken out by MSC and Hitachi Transport Systems by KKR in Japan this year, buying attractively priced Logistics stocks could be opportunistic
Great article. Just wondering about the growth. Is that not something that came from the historical growth of the Chinese economy. Growth going forward might be a lot lower than historically.
I might be too negative on China, but I think import growth from China will also slow down. China cannot become the factory of the world again. Stock is still very cheap even with a China slowdown.
Macro call is always tricky ... The trick is to.focus on individual high quality cie.. in though time they gain share they reinvent and in good time they thrive...15min time spent on macro is often too much
As a Canadian or American the best platform to trade foreign countries is interactive broker. I use interactive broker. In Japan. Interactive brokers allows you to buy from all major European countries, a few Asian countries (Singapore, Japan, China, a few more ) one particularity in Japan is that you are only allowed to buy one or more complete lot - multiple of 100 shares.
Hi, I just found out that my sub was refunded. Can you provide an update as to what happened? Been trying to find your contact info but could not find any. Fan
No worry ... WinterGems is all good. I just decided to refund all paying subscribers and provide all content for free. No limitations on archive content. View this as a personal gift 🎁 to all the investors community for the very good 2023 year in my personal portfolios
Thanks. I don’t worry about the money but your intention to continue writing and researching. It is a big relief that you are still with us. And don’t be shy charging fees. Those are trivial but crucial for motivation.
Great article. Just wondering about the growth. Is that not something that came from the historical growth of the Chinese economy. Growth going forward might be a lot lower than historically.
Majority of volume is imports so less affected by China slow growth.. but you have a point on export
I might be too negative on China, but I think import growth from China will also slow down. China cannot become the factory of the world again. Stock is still very cheap even with a China slowdown.
Macro call is always tricky ... The trick is to.focus on individual high quality cie.. in though time they gain share they reinvent and in good time they thrive...15min time spent on macro is often too much
Couldn't agree more. I'm basically questioning if the historic growth is company quality or China.
on which broker do you trade stock like these?
As a Canadian or American the best platform to trade foreign countries is interactive broker. I use interactive broker. In Japan. Interactive brokers allows you to buy from all major European countries, a few Asian countries (Singapore, Japan, China, a few more ) one particularity in Japan is that you are only allowed to buy one or more complete lot - multiple of 100 shares.
Hi, I just found out that my sub was refunded. Can you provide an update as to what happened? Been trying to find your contact info but could not find any. Fan
No worry ... WinterGems is all good. I just decided to refund all paying subscribers and provide all content for free. No limitations on archive content. View this as a personal gift 🎁 to all the investors community for the very good 2023 year in my personal portfolios
Thanks. I don’t worry about the money but your intention to continue writing and researching. It is a big relief that you are still with us. And don’t be shy charging fees. Those are trivial but crucial for motivation.
I wish you another happy and prosperous year.
pure gold
Thanks!!!!
Nice! Thanks so much for providing candidates to fill the void left by my 10 year holding Logistec.
So much to fill .... 19%. Feels good to fill with these discounted stocks. Next week is promising Keihin etc