Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a broader investment strategy [1] Investment Focus - The primary focus areas for investment include banking, telecommunications, logistics, and hospitality sectors, both in the ASEAN region and the US markets [1] - The entry into the US market in 2020 has allowed for a comparative analysis of investment opportunities between the US and Philippine markets, enhancing investment strategies [1] - The use of platforms like Seeking Alpha has facilitated knowledge sharing and analysis, contributing to informed investment decisions in the US market [1]
Dorchester Minerals: I'm Taking Advantage Of The Bearish Situation