From the annual report this is the list:
Majority of them have the common theme of doing well in an inflationary environment.
Else they have a good economic moat like American Express, Coke, IBM.
Some interesting stocks out of the list is Tesco, a world wide supermarket chain, not doing so well but Ken Tan from KTWealth says it’s a problem.
I wonder what is the deal with DIRECTV and POSCO. Could POSCO be owned because they are the lowest cost producer?
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
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Ed
Thursday 7th of March 2013
Hi Drizzt, do you have a USD style type of investing like what you are currently doing locally? What would be a few good names to own for passive income for the overseas market?
Kyith
Thursday 7th of March 2013
It is difficult. remember that there are different levels of withholding tax rates, and US have 30% dividend withholding tax so it makes investing for dividends difficult.
Jeremy
Wednesday 6th of March 2013
wow.....buffet is awesome....is there how long he held the stocks for in the report?
Kyith
Thursday 7th of March 2013
Well you have to read that to find out. some are really new holdings like Tesco and DIRECTV