The earning reporting season is here again.

It is with some irony that I am writing this.

We always have a list of reasons to buy and sell, and why we think a stock has room to move upwards or downwards.

It happened I am wrong on the nitty gritty but right on the bigger reasons, core reasons.

Let’s look at the reasons that I got right.

1) I was looking at both SIA engineering and ST engineering and deciding which to get. SIA engineering actually give better yield. I got ST engineering because it has better FCF, and also because I felt it will be less volatile as it is exposed to four sectors, with the defence/ electronics segment being more defensive. Indeed, when aerospace MRO segment turn, both SIA engineering and ST engineering aerospace segment are not spare, but ST engineering has some buffer.

As for the things …