QAF

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#1
Just wondering anyone vested or keen or has done some research on this counter? appreciate your comments..thanks

basically it deals with food commonly found in supermarkets in local context..

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#1
Just wondering anyone vested or keen or has done some research on this counter? appreciate your comments..thanks

basically it deals with food commonly found in supermarkets in local context..

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#2
i class this together with Thai Village. Thai Village used to give good dividends
Dividend Investing and More @ InvestmentMoats.com
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#2
i class this together with Thai Village. Thai Village used to give good dividends
Dividend Investing and More @ InvestmentMoats.com
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#3
I think Thai Village recently declared a good dividends still..
that strange why class QAF with Thai village? Thai village is more like soup restuarant etc
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#3
I think Thai Village recently declared a good dividends still..
that strange why class QAF with Thai village? Thai village is more like soup restuarant etc
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#4
i am vested but in samll amount. i am not an expert in reading report or analysing how good a company is, so cannot tell you any comments about the company. i bought into this inactive shares only because i consume some of their products.
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#4
i am vested but in samll amount. i am not an expert in reading report or analysing how good a company is, so cannot tell you any comments about the company. i bought into this inactive shares only because i consume some of their products.
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#5
(15-12-2010, 09:31 AM)chang Wrote: i am vested but in samll amount. i am not an expert in reading report or analysing how good a company is, so cannot tell you any comments about the company. i bought into this inactive shares only because i consume some of their products.
hi chang which are their products that you consume? i think your style of investing works as well - buy into something that you spend on...is a gd strategy

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#5
(15-12-2010, 09:31 AM)chang Wrote: i am vested but in samll amount. i am not an expert in reading report or analysing how good a company is, so cannot tell you any comments about the company. i bought into this inactive shares only because i consume some of their products.
hi chang which are their products that you consume? i think your style of investing works as well - buy into something that you spend on...is a gd strategy

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#6
(15-12-2010, 10:28 PM)pianist Wrote: hi chang which are their products that you consume? i think your style of investing works as well - buy into something that you spend on...is a gd strategy
don't think so is a gd strategy. when we buy, we always want to buy a good company at a lowest possible price. this is, in my opinion, the most important. i lack the ability to spot a good company, can only rely on others' analysis which is very risky. and when u r not sure, u won't put in enough amount to make a meaningful return.

as for their product, i like farmland chicken nugget (with and without chilli), hash brown, french fries. and some cowhead biscuits, milk, cereal which are of decent quality and price. recently i saw farmland potato chips in super-marts at taipei. (in there are also cerebos, f&n products in small quantity)
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#6
(15-12-2010, 10:28 PM)pianist Wrote: hi chang which are their products that you consume? i think your style of investing works as well - buy into something that you spend on...is a gd strategy
don't think so is a gd strategy. when we buy, we always want to buy a good company at a lowest possible price. this is, in my opinion, the most important. i lack the ability to spot a good company, can only rely on others' analysis which is very risky. and when u r not sure, u won't put in enough amount to make a meaningful return.

as for their product, i like farmland chicken nugget (with and without chilli), hash brown, french fries. and some cowhead biscuits, milk, cereal which are of decent quality and price. recently i saw farmland potato chips in super-marts at taipei. (in there are also cerebos, f&n products in small quantity)
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#7
(15-12-2010, 10:28 PM)pianist Wrote: i think your style of investing works as well - buy into something that you spend on...is a gd strategy

I think Peter Lynch himself recommended this strategy to retail investors - to purchase shares in companies in which you are intimately familiar with because you use their products. However, do note that what Lynch mentions is a simplification of the actual process and due diligence required for a meaningful investment, as he may have omitted to mention that one also needs to study the business model and fundamentals of the company in order to decide if it makes a worthwhile investment.

This can be a problem when you start purchasing shares of companies with familiar brand names only to see your investment dwindle over the years (e.g. Creative Technology, TTI for Akira products).

Just a note of caution.
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
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#7
(15-12-2010, 10:28 PM)pianist Wrote: i think your style of investing works as well - buy into something that you spend on...is a gd strategy

I think Peter Lynch himself recommended this strategy to retail investors - to purchase shares in companies in which you are intimately familiar with because you use their products. However, do note that what Lynch mentions is a simplification of the actual process and due diligence required for a meaningful investment, as he may have omitted to mention that one also needs to study the business model and fundamentals of the company in order to decide if it makes a worthwhile investment.

This can be a problem when you start purchasing shares of companies with familiar brand names only to see your investment dwindle over the years (e.g. Creative Technology, TTI for Akira products).

Just a note of caution.
My Value Investing Blog: http://sgmusicwhiz.blogspot.com/
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#8
(20-12-2010, 09:50 AM)chang Wrote: don't think so is a gd strategy. when we buy, we always want to buy a good company at a lowest possible price. this is, in my opinion, the most important. i lack the ability to spot a good company, can only rely on others' analysis which is very risky. and when u r not sure, u won't put in enough amount to make a meaningful return.
as for their product, i like farmland chicken nugget (with and without chilli), hash brown, french fries. and some cowhead biscuits, milk, cereal which are of decent quality and price. recently i saw farmland potato chips in super-marts at taipei. (in there are also cerebos, f&n products in small quantity)
big waves and oregon potato chips are under their brands too...glad to hear u like their food..
i notice QAF's products are more widely marketed in Giants than in NTUC fairprice..
In Giants you can even find their tomato sauces, fruit jams,
actually i dun realli think QAF is a very strong company because they are in the competitive business in terms of retail products displayed in the supermarkets..a better deal will be dairy farm..do u think dairy farm is cheap at current price?



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#8
(20-12-2010, 09:50 AM)chang Wrote: don't think so is a gd strategy. when we buy, we always want to buy a good company at a lowest possible price. this is, in my opinion, the most important. i lack the ability to spot a good company, can only rely on others' analysis which is very risky. and when u r not sure, u won't put in enough amount to make a meaningful return.
as for their product, i like farmland chicken nugget (with and without chilli), hash brown, french fries. and some cowhead biscuits, milk, cereal which are of decent quality and price. recently i saw farmland potato chips in super-marts at taipei. (in there are also cerebos, f&n products in small quantity)
big waves and oregon potato chips are under their brands too...glad to hear u like their food..
i notice QAF's products are more widely marketed in Giants than in NTUC fairprice..
In Giants you can even find their tomato sauces, fruit jams,
actually i dun realli think QAF is a very strong company because they are in the competitive business in terms of retail products displayed in the supermarkets..a better deal will be dairy farm..do u think dairy farm is cheap at current price?



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#9
QAF is majority controlled by the Salim grp so they have strong backers. I remember them as the company Wong FF revived with Gardenia bread. I still like their wholemeal bread but its expensive and that category has so many competitors now.
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#9
QAF is majority controlled by the Salim grp so they have strong backers. I remember them as the company Wong FF revived with Gardenia bread. I still like their wholemeal bread but its expensive and that category has so many competitors now.
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#10
To be honest, I know of more people who like Sunshine bread & Bon Jour now then Gardenia. The only thing I like from Gardenia is their Banana & Walnut Bread. Then again, if any of the other brands launch something similar, I'm quite open to switching.
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#10
To be honest, I know of more people who like Sunshine bread & Bon Jour now then Gardenia. The only thing I like from Gardenia is their Banana & Walnut Bread. Then again, if any of the other brands launch something similar, I'm quite open to switching.
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