16-12-2012, 11:14 PM
Just to be clear - I want it be known that I have a lot of respect for Teh Hooi Ling and her articles, and also her efforts to educate the man in the street about investing and personal finance.
In fact, I think what she is doing is very admirable - my only criticism (if it can be called that) is that she's too good at churning out data using mechanical methods and back-solving problems. Using a basket of stocks with low P/E, P/B or whatever is good from a historical standpoint to analyze what used to work, but can it work moving forward?
I also have an issue with the quantity of data crunching - it seems she is focusing on the forest (i.e. the stock market) and ignoring individual trees (companies).
Other than that, I think her articles contain a lot of interesting insights!
In fact, I think what she is doing is very admirable - my only criticism (if it can be called that) is that she's too good at churning out data using mechanical methods and back-solving problems. Using a basket of stocks with low P/E, P/B or whatever is good from a historical standpoint to analyze what used to work, but can it work moving forward?
I also have an issue with the quantity of data crunching - it seems she is focusing on the forest (i.e. the stock market) and ignoring individual trees (companies).
Other than that, I think her articles contain a lot of interesting insights!

My Value Investing Blog: http://sgmusicwhiz.blogspot.com/