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Drizzt

David Dreman–Stocks have never been so cheap since 1982, good opportunity to buy

February 3, 2012 by Drizzt
Joe Granville recently predicted DOW to drop by 4000pts. Today I came across contrarian investor David Dreman saying stocks have never been so cheap since 1982 So now we have one that offers a technical take and now David Dreman offers a fundamental take People currently do not want to be in the market because [...]

in Categories: Investing

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Starhub FY2011 Results–Back to stable cash flow levels

February 3, 2012 by Drizzt
Starhub announced their full year 2011 financial results. Overall, my take is that they got back to pre-iphone competition level of operations. I would not say it is spectacular but rather, the reasons operation wise, why we like Starhub is finally back. Here are some of my takeaways: Profitability Gross profit 4th quarter grew by [...]

in Categories: Shares and Derivatives

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Barry Ritholtz on Markets, Strategies and Dividends

February 2, 2012 by Drizzt
Always love to here Barry Ritholtz talk commentary because he teaches you to focus on what you should do when market goes up and down for a longer term basis. In this video you would see a keen study of how past secular bear markets are formed what are the kind of downside risks we [...]

in Categories: Investing

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Ship Repair is important as a recurring income business segment

January 31, 2012 by Drizzt
ST Marine’s president spoke on the importance of having both ship repair and ship building in one facility: The ship repair generates recurring revenue, and often at better margins. But in ship repair, you need fast turnaround time, which is not just dependent on they workforce but also on the ability to get spare parts [...]

in Categories: Business, Investing

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Why does ST Engineering, Keppel and Sembcorp need to compete in the same industry

January 30, 2012 by Drizzt
So I was reading The EDGE and in this article profiling ST Marine, it raised an interesting point: “Recently, ST Engineering began building on its engineering capabilities to develop an environmental engineering business – similar to the ones that Keppel and Sembcorp Industries have.” What I find it strange is that why does 3 Temasek-linked [...]

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Investment Moats Weekly Reads 29 Jan

January 29, 2012 by Drizzt
Here are this week’s reads Money Management, Portfolio Management 5 Traits of highly successful sales people (Inc.) The advantages of day trading (ppearlman) 20 Common Sense Investing Rules (Reformed Broker) Technical Analysis, Cycles and Sentiments 5 Indicators that shows it may be a Risk On market (Ivanhoff) Dividend Investing Should you pay out dividends or [...]

in Categories: Investing

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First REIT Full Year 2011 Results Stagnating

January 26, 2012 by Drizzt
First REIT this evening announced their 4th quarter and full year 2011 results. Here are some take-aways Net property income is climbing gradually: 13.0 mil > 13.1 > 13.47 > 13.77 Rental Income climbed in all regions, not just in Indonesia but also for their Singapore and Korea properties Larger distribution this quarter similar to [...]

in Categories: Shares and Derivatives

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Apple becoming a mega important stock! Can anyone stop them?? $AAPL $GOOG

January 25, 2012 by Drizzt
This morning as I was scanning through my feeds, I have been flooded by some startling numbers from Apple. Basically it was the second most profitable quarter for any company, trailing only Exxon Mobil’s record quarter in 2008 due to the oil price surge. Now the crazy thing about Apple is that it started off [...]

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89 year old Joe Granville predicts 4000pts Dow fall in 2 weeks

January 24, 2012 by Drizzt
This is probably the most bearish call I heard in a long time. For someone that experience to go against the market I hope he is right because he sees this rally ending soon and we may get to validate his call very soon

in Categories: Investing, Technical Analysis

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I realize how important frugal is this Chinese New Year

January 23, 2012 by Drizzt
Its Chinese New Year I wish to firstly wish all my readers Gong Xi Fa Chai, Shen Ti Jian Kang, Shi Shi Xun Li! This year is the year of the dragon. Typically this seems like a good thing since Dragon usually symbolizes prosperity and wealth. Not so. Judging by most accounts, this earth dragon [...]

in Categories: Personal Development

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A peak into the future of telecom profitability 2012-Singtel, Starhub and M1

January 22, 2012 by Drizzt
Telecom stock’s profitability is affected by technology substitutes, size of capital expenditures and the ability to monetize and fight for market share. We talk a lot of telecom stocks at Investment Moats, and if you would like to know what I thought about them and their direction take a look at the following articles Primer [...]

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Investment Moats Weekly Reads 18 Jan

January 18, 2012 by Drizzt
Here are this week’s good reads Money Management, Portfolio Management Setting the correct stops (dragonfly) Classic Value Investing versus Buffett-Prime Investing (can turtles fly) Technical Analysis, Cycles and Sentiments Trade SP500 Golden Cross. Ignore Dow Jones Golden Cross (IBC) Dividend Investing NA Personal Finance, Budgeting 5 Personal Money Tips for Women Owners (Inc.) Frugal Advices [...]

in Categories: Investing

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Look for dividend stocks with strong fundamentals–They are likely to outperform after a crisis

January 14, 2012 by Drizzt
Lee King Fuei manages the Schroders’ Asian Equity Yield fund and focuses on dividend investing. Here are some of his insights gain from researching on dividend investing in the latest issue of The Edge: When he realize that his cash rich companies paying out good dividends are underperforming, he carried out a research to see [...]

in Categories: Shares and Derivatives

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Should you take advantage of the SMRT situation and invest now?

January 14, 2012 by Drizzt
So I really get this question a lot on all channels: Given the negative sentiments with the issues faced by SMRT, do you think it is a good time to invest in SMRT? I think its one stock most people classify as pillow stock because SMRT will always be around. Rather than do an in-depth [...]

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Investment Moats Weekly Reads 8 Jan

January 8, 2012 by Drizzt
I decided to consolidate my favorite reads to share with readers from now onwards. They are pretty wide ranging and each article will interest different group of people. Money Management, Portfolio Management Its sometimes not how many small wins you hit but the big fat win (The Psy-Fi Blog) The importance of having a trading [...]

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Java based stock portfolio manager

January 8, 2012 by Drizzt
Just found a portable java based stock portfolio manager that you guys might want to explore. It tracks stocks by transactions which includes dividend transactions as well…

in Categories: Investing

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Scuttlebutt Investing just got a lot younger

January 7, 2012 by Drizzt
Last 2 weeks we got the news that Musicwhiz would stop blogging due to more important life commitments. I am sure a lot of people would miss him since he has provided much insights on companies based in Singapore the Buffett way. Value investing is not something that comes easily to everyone. I would not [...]

in Categories: Investing

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Adampak: What does SSD replacing Magnetic Hard Disks mean to them

December 31, 2011 by Drizzt
Adampak is a label converter with a large client base in electronics,pharmaceutical, petroleum and other industries. I recently took notice of this little company due to the recent gloom for hard disk parts manufacturers from the Thailand flood problems. Many of them were beaten down so I thought why not do a study and the [...]

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