Shares & Derivatives
Musicwhiz – Mid-February 2008 Portfolio Summary and Review
By Musicwhiz  •  February 16, 2008
By: musicwhiz This half-month consisted mainly of full and half-year results releases, and all eyes are now trained on companies as they report their earnings report card. As far as I can tell, the Business Times is sometimes not accurately reflecting the underlying core net profit because some companies’ net profit was boosted by a one-off gain or a revaluation of property values. The discerning and intelligent investor should take note of each company’s numbers and business and therefore not rely too much on the summaries provided in the papers. After all, the hard work involved in analyzing a company should never be neglected ! China Fishery and Pacific Andes both reported their FY 2007 and 3Q FY 2008 results on February 14, 2008 respectively. I shall be undertaking an analysis of their results in due time and will share my analysis and insights for each company. More of my focus shall be on analyzing China Fishery as it is their fishing business which represents the growth driver which is powering earnings for Pacific Andes as well. Swiber should be releasing their FY 2007 results close to the end of February 2008, and I shall follow-up with an analysis and commentary as well. Below is the summary of my investments and related news as at February 15, 2008 (STI at 3,088.68 points).:- Read more...
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By Musicwhiz
Musicwhiz who is in his 30s is educated in accounting and works in the investment line (but not in a bank, financial institution, brokerage or fund house). He has a have a full-time job and investing is his side-line as well as passion. Musicwhiz is a value investor and his technique is derived from the teachings of Warren Buffett, Benjamin Graham and Phil Fisher. He incorporate all aspects of their investing style, and modify his value investing style to the Singapore market.
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2 Comments

2 responses to “Musicwhiz – Mid-February 2008 Portfolio Summary and Review”

  1. erni - CNA says:

    miss your summaries on the Edge mag.
    best rgds

  2. Derek says:

    Hi erni,

    I’m considering re-posting the brokers’ digest from The Edge but I’m not very sure if I will infringe and copyright even though I have permission from the Edge magazine.

    Cheers!

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