Due to the loss of Office Starter 2010 on my computer, I have not been able to copy and paste my Excel into my portfolio update. This is why my portfolio on this blog has not been updated. Hence, this post is to highlight my recent purchases with a short review behind their purchase.
Accordia Golf Trust
At the recent low of 50 cents, I have purchased another 10 lots (potential 8% yield at this level). My analysis of AGT can be found here.
Kingsmen Creative
I have purchased 10 lots during the recent sell down. The company has a moat due to its good reputation in service delivery within the industry. Its business is in fitting out retail stores and exhibitions; and has recurring customers such as the annual F1 Singapore GP. This serves to show its reputation.
Recently, Kingsmen purchased K Fix and that has affected its cash flow generation ability. The expansion of HQ too will ......