Homepage Pasture the Company Portfolio

Manpower and Auditor Listed Investment Companies

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Portfolio

(last update: 23-Nov-2009)

　

　

　

　

　

　

Pasture does not practice modern portfolio theory

　

　

　

Portfolio of listed and unlisted companies

　

Some potential investments

　

CME, GS and HOG (The Gang of Three)

　

Disclosures of Interests (HK Stock Ex)

　

　

<Performance>

　

Year	Pasture's return on total asset*	% return in Hang Seng Index with dividends included	Relative Results
October 00 - March 02	4.3 %	-23 %	27.3 %
April 02 - March 03	4.0 %	-17%	21 %
April 03 - March 04	13.0 %	45 %	-32 %
April 04 - March 05	10.0 %	10 %	0 %
April 05 - March 06	14.0 %	16 %	-2 %
April 06 - March 07	10.0 %	28%	-18 %
April 07 - March 08	0.07 %	18%	-17.93 %
April 08 -- March 09	14.8%	-38%	52.8%

* Asset is computed at costs, not market prices. Return is the net profit after tax.

　

　

It is interesting to look at the performance of hedge funds in Hong Kong in the following table (by Securities and Futures Commissions):

　

Annualized return	% of hedge funds
> 50%	3%
21% to 50%	17%
0% to 20%	64%
Negative returns	16%

　

HKAB Interest Settlement Rates Highlights

　

Hedge Fund Indices

　

Credit Suisse/Tremont Index

　

HedgeFund Intelligence

　

Composite Rate in Hong Kong (the cost of bank's business)

　

　

　

<Portfolio of listed & unlisted companies>

　

Please also read our investment policies

　

　

Finance

Company

Cost per share US$, HK$

Current price

per share

　

　

48.00

　

　

　

Index

Company

Cost per share US$, HK$

Current price

per share

iShares Asia Trust - iShares FTSE/Xinhua A50 China Tracker
　

11.00

　

　

Food, Drinks, etc

Company

Cost per unit HK$

Current price

　

Yantai North Andre Juice Co., Ltd

　

0.425

　

　

0.85

　

　

　

Gold

Company

Cost per unit HK$

Current price

　

Company NA

World Gold Council

　

4,063

　

　

* Gold is purchased regularly, by dollar average method, for preparing world disasters, instead of capital gain. It is just like life insurance. It is insured against the "life" of the world.

　

　

Industry

Company

Cost per share HK$

Current price

per share

Fu Tat Dyeing Factory Limited*

1.00

NA*

* Fu Tat is not a listed company. Returns are obtained via dividends.

.

　

　

Transportation

Company

Cost per share HK$

Current price

per share

　

14.94

　

　

5.41

　

　

　

Construction and Power/Water Supply

Company

Cost per share HK$

　

Current price

per share

　

　

China High Speed Transmission Equipment

　

16.86

　

Tianjin Capital Environmental Protection

　

3.54

　

　

　

　

<Some potential investments>

　

The following list of investments are "tentative" in the sense that we have not yet done any research on them. They are NOT stock recommendations from us! Some of them may be over-valued for a long while or even have lousy balance sheets. However, we just "feel" that they deserve some attention. Our feeling may be wrong!

　

Please note the precautions we have set up. Also, it might be "fun" to visit the Center for Financial Research and Analyst and Shareleuth.com before any investment decisions.

　

　

Exchange Traded Funds

　

　

　

Investment

　

Companies/Indices, etc

　

Arctic Investment (Northwest Passage, Arctic Bridge, Northern Sea Route)

　

Arctic riches coming out of the cold

　

Barter Card About Bartercard

Biobutanol

　

One of the weaknesses of ethanol is its inability to be piped successfully since it has a tendency to evaporate (high vapor pressure), and its relatively hygroscopic (attracts water), which contributes to pipe corrosion.

　

BP and DuPont Announce Partnership to Develop Advanced Biofuels

　

Green Car Congress Fact sheet

　

Consumer goods, food, restaurant

　

Altria Group Inc. Colgate-Palmolive Co. Campbell Soup Co.

Kellogg’s (increase of prices of rice may increase its costs too!)

　

UST Inc William Wrigley Jr. Co.

　

Tim Hortons Nestle Wendy's Quaker Oatmeal

　

China Green Holdings Ltd China Yurun Food Group

　

Fu Ji Food and Catering People's Food

　

Hong Kong Catering Management Group

　

Nutreco, Pacific Andes Marine Harvest

　

　

Metals, Gold Mining, etc (Part 1)

　

Archer-Daniels-Midland

　

Barrick Gold Corporation Pan Sino International Holding Ltd

　

Baring Global Resources Fund Templeton BRIC Fund

　

Titanium Metals Corp Allegheny Technologies Inc.

　

RTI International Metals Inc. Diapason Commodities Management

　

Mother Earth Index

　

Major international grain and vegetable oils trading companies

China's Shrinking Rice Crop Sparks Price Boom, Supply Concerns

　

　

　

Metals, Gold Mining, etc (Part 2)

　

　

Cia. Vale do Rio Doce -- Brazil's CVRD, the world's biggest iron ore producer and exporter, said on Wednesday it agreed to a 19 percent iron ore price increase for 2006 with Chinese steel makers...

　

It looks like due to increasing demand of raw materials, the producers have "more say". Would manufacturers buy up as many producers possible (the resurrection of vertical integration?) If so, stocks prices of producers might increase.

　

Education

eCollege Blackboard Nelnet

Finance

　

Cash America International Ltd

　

Funeral and Cemetery Services

Service Corp. International Alderwoods Group Inc

　

Carriage Services Inc. Stewart Enterprises, Inc

　

　

Shenyang Public Utilities (in Chinese)

　

Health

　

AMS Health Sciences Inc. CNS Inc. Nu Skin Enterprises

Johnson & Johnson

　

Shiseido

Grandy Corporation      Town Health

Hong Kong Health Check and Medical Diagnostic Centre

　

Industry, Software, Tools, Accessories

　

　

　

IDT International Ltd

　

Varitronix International

　

　

Sun Hing Optical

　

Simpson Manufacturing Co. Inc.

　

SinoCom Software Group Limited

　

Daisho Microline Holdings Ltd

　

Daka Development Ltd -- Just shake to charge this Hummer™ emergency light. 30 seconds of shaking for minutes of light. Can be recharged a million times and bulb lasts for 100,000 hours. Water proof and shock proof rugged housing. Ideal for emergency kits and outdoor activities.
　

Property/Rental

　

Index-Based Futures and Options Markets in Real Estate

Instant Access Properties

　

hk-compass (precautions when purchasing)

　

　

Publishing

　

McGraw-Hill Companies Inc John Wiley & Sons Inc.

　

　

Solar and Wave Energy

　

　

China Solar Energy Holdings Ltd

　

Suntech Power Holdings Co. Ltd.
　

　

Ocean Power Delivery Limited (wave energy)
　

Management Services

Staffing & Outsourcing Services

　

　

Corporate Executive Board Co

　

Manpower Inc.
　

Uranium

　

and

　

palladium

　

Cameco Corp Fronteer Development Group Inc,

　

Pinetree Capital Mega Uranium Laramide Resources

　

Uranium Mining and Exploration Companies

　

Report Statistics Analysis of Uranium Supply to 2050

　

Unlisted companies in China

China Merchants China Direct Investments Limited

　

Water supply

　

and

　

forest

　

Guangdong Investment Ltd

　

　

　

Hyflux1 Hyflux2 Hyflux3

　

Bloomberg World Water Index Water

　

RWE intends to divest the UK and North American water business

(Moral of the story? Unlike electricity, water is for survival of humans. People expect free water like air. It is hard to boost up the price when costs increase. Also, it ia harder to transport water than electricity.)

　

List of publicly traded water stocks

　

KBC Water Fund Pictet Fund --Water SAM Asset Management

　

Weyerhaeuser (forest)

　

　

Rental in Hong Kong

(parking)

　

Parking Statistics

　

AIG Finance for car park loan

　

Bank of American for car park loan

　

HSBC for car loan

　

Hong Kong Owners CLub and ReferenceCheck.com background screening for employers and landlords

　

Return rate of a washroom (廁所出租) in Tsim Sha Tsui could be as high as 27% annually!

　

　

Rental (storage) in Hong Kong

HK is a city of very limited spaces! This business idea looks dumb but making money! Some offer franchise!

　

MiniCo Self-Storage

　

　

Store friendly and its franchise

　

Due to personal data privacy and security, Pasture can only report its net return on capital rate of return of investment capital to public. Serious persons should contact us to enquire about Pasture's audited reports.

　

　

_{Pasture Investment Corporation
Limited}