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Canadian Value
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David Winters Discusses His Favorite Investments That Provide Exposure to Asia

May 16, 2013 | About:

As markets keep going up investors have to get a little more picky with their investment choices.

David Winters likes to focus his investments on "repeatable behavior." Behavior like people wanting to have fun and feeding their children.

One of his favorite stocks is Jardine Matheson which he says has the perfect trifecta. A good business, a good price and a good management team.

Long term, Winters thinks he has to believe in China doing well. The country has a billion and a half people all striving to have a more "Western" style of life. Winters plays China by investing in luxury items that the growing middle class in China will be buying more of.

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 4.0/5 (4 votes)

Comments

robertcray
Robertcray - 3 years ago
I think (and also own) Jardine Strategic is a somewhat better value. Also Matheson owns some

70 % of it and there's some speculation that at some point Matheson will buy the rest of the stock.

A substantial part of the earnings are coming from their minority ownership of Astra, a holding company in Indonesia.

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