Author: Giraffe Value Investing

Kingboard Copper Foil – Graham Net-Net or Schip Net-Net-Net?

Not too long ago,  one of my reader has highlighted this stock to me particularly on its extreme high level of cash reserve and its super low P/B about 0.2+. Not exactly sure why but it somehow escaped from my stock screening. Anyway, this is a stock with negative EV stock and as usual it never failed to grab my attention to take a further look. By the way, I have not known until the very end of my analysis that this is a Chinese stock, prior to that I was rather excited to run through its financial statement, line...

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Interview with Got Money Got Honey:Market Valuation, Portfolio Planning and Facepalm

Just a quick shoutout for Wongamania, they have a tournament at 26 AUGUST | WEDNESDAY 7-10 PM, to find out more click here. It’s fun and can be a challenging game if you want to win, if you haven’t tired it then you should go. Alright, my next guest for today is none other than Got Money Got Honey from http://gotmoneygothoney.blogspot.sg/, without further ado let’s see what I can dig from him today. GV: Hey GMGH, maybe you can start by giving us a brief introduction about yourself? i.e your major, profession, age and other things you like to add. GMGH:...

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SG Young Investment • Giraffe’s Coffee: Investing, Budgeting & Mortgage Loan

Really glad to have SGYI from http://sgyounginvestment.blogspot.sg to have a “coffee” session with me to share with us his knowledge on investing, budgeting and mortgage loan. Without delaying any further, let’s welcome SGYI and see what he has for us. GV: Hey SGYI maybe you can start by giving us a brief introduction about yourself? I.e your major, profession, age and any other things you would like to add SGYI: I’m 27 this year, working as an engineer currently with an engineering diploma and later on I went on to pursue a degree in economics which I was really interested...

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Value Investing: 6 Reasons to Sell and 5 Events Not to Sell

6 Reasons To Sell as A Self-proclaimed Value Investor 1. When the mkt. price touched the stock fair value. In other words MOS turns zero, and there is no more profit margin to be made.(Ignore the trend/momentum theory) 2. Timeout, the date where you set for your portfolio rebalancing. Usually, that is a once a year thing. If you worry that you may forget then set it the same day as your birthday. When the time is up you should know exactly whether this stock should continue to be in your portfolio as you have a batch of better MOS...

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Weekly Update • 27 July 2015: Guest Post, Headline and Productivity Killer

Another week is going to be over. Thought that I should do a bit of a round up Guest post on MoneyDigest.sg The result:  536 shares & 8k+ views in 6 days. Even though the figure looks alright it actually didn’t work the way I would expect. And I’m thinking how effective a post like this can achieve what it intended it be, but still it’s very delighting to hear from bloggers that their friends got curious and started asking them questions on personal finance and investing matters, and is also good to know that their friends are sharing...

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Lizardo • Giraffe’s Coffee

My guest for today is Lizardo from http://lizardorealm.blogspot.sg, he has been blogging for about 5 years on topic such as ETF, Unit Trust and stocks. I like the most is where he looks at them in a portfolio perspective rather than an individual investment. Let’s see what he has for us. GV: Hey Lizardo maybe you can start by giving us a brief introduction about yourself? I.e your major, profession, age and other things you would like to add. Lizardo: I am a working professional with a few graduate and postgraduate degrees(Computer Science). I’ve been working for 24 years...

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Carousell: 29 Little-Known Facts Discovered During Meet-Up Session

A little late now. This post supposed to be on last weekend. As I thought of coming out a post on Carousell after attended their community social meet-up on Thursday. Initially, I didn’t have much expectation as it appeared to me as a sellers’ gathering, either way I just thought of going out to meet more people, and who knows I might come out with something. Much to my surprise Carousell has a really large team, all are about mid-twenties with great energy welcoming and greeting you to their event. Attendees are mostly working adult with more than half being female, and...

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Giraffe’s Budgets • July 15

July Spending = $1,394.65, *Saving Rate = 19%! Other Income[excluded on above calculation]: GST Voucher $300, Cashback=$2.54 Saving A.C Int=$0.04 Big Ticket Items: Farewell treat=$58.30, Gift=$140, Insurance payment=$300, movie expenses=$47, movies=$47 & Citibank mrt card=$50(Card not functioning after I top-up, hence need to buy a card for $10, and I have yet to seek for a refund on the $40 remaining balance) Spending and Saving Rate The saving rate is based on my last take-home pay(much lesser than I thought). I was shocked to find out I actually spent so much for the month of July. Even after factoring $300...

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Giraffe’s Portfolio • Aug 15

Stocks Reduced By 80%: New Toyo Sim Lian HoTung Metro Nam Lee Pressed Hong Fok PowerMatic Reason : I’m not getting monthly salary anymore, hence I need more cash on hand. Still Selling By 80% Teckwah UOA PNE Industries Buying PEC – This is quite late, suppose to be bought within July(write up) but I was contemplating about building my portfolio moving forward as I had tendered my resignation, hence I did not want to inject any more capital into stock at that time. Summary First time having to liquidate about ten stocks at one go. As you would have...

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Some Ideas on Investing in Singapore • Giraffe’s Coffee

A giraffe’s coffee would be cold by the time it reached the bottom of its throat. Ever think about that? No. You only think about yourself. JUST FOR LAUGH Good afternoon readers and friends. Thank you for the support on 55 SG Financial Blogs that Actually Inspire You to Think Rich and Grow Rich, and if you haven’t hit the share button. Now is your chance over here. Alright back to topic. I’m excited to present you Ideas from SomeIdeasInInvestingInSingapore.blogspot.sg to be my first interviewee of Giraffe’s Coffee series. The central idea of Giraffe’s Coffee series is to reach out and interview contributors...

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55 SG Financial Blogs that Actually Inspire You to Think Rich and Grow Rich

Check out my first guest post on MoneyDigest.sg http://www.moneydigest.sg/55-sg-financial-blogs-that-actually-inspire-you-to-think-rich-and-grow-rich/ Have you ever felt that you are alone trying to trim every expenses you can think of so that you have a little more saving? Or getting enough of financial authority websites making you feel like a dumbass whenever you tired to seek for information. It’s either plain boring or outright confusing. At least that’s how I feel about it. How about the aspired individuals who want to think rich and grow rich? Saving isn’t enough you know it. You have to make smart financial decisions, from smart budgeting to...

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Counting Expenses Made Easy(that It Feels Like Cheating)

Have you ever tired to compute your month end expenses and saving rate? Maybe some time ago you had, but not exactly sure why somehow you are not doing it anymore. Could be that you have tired using an App to record your expenses and you realized that you couldn’t always do that, especially when your colleagues were around you. Who knows they might peep at your screen. Rather be safe than having the risk of them gossiping your “little” habit. Or it was just not possible for you to hit all the transactions in your App. So you concluded that the data was not...

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Weekly Update • 27 July 2015

Feel like giving an update on what I have done over past week rather than just posting nothing. Since I have been started working for myself with nobody demanding tasks from me, life can be really enjoyable but the worst comes and when you are unable to produce something and get yourself paid. So in order to prevent my body in the “too comfortable” state, something must be changed, having a daily routine is a good start. If there is something that must be felt like a job which I refer to being demanded to produce something, then is just...

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I’m Not Dead: 26 Things about GiraffeValue.

Are you thinking that my blog is dead? You came to check the blog over the past couple weeks and realized the date of my last post remained the same. No ugly little monsters write up, no update on portfolio performance. Nothing new. It’s just quiet. You’re wondering maybe I’m just busy. You may have noticed the slight difference of my web. Like the sidebar, the header logo and the features box. But there’s nothing on blog post, except the minor budget update. So what exactly am I doing? What if I told you I’ll be putting lots of...

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Giraffe’s Budgets • June 15

Spending = $906.60 Saving Rate = 56% Other Income = credit card cashback :$92.01, father bought a $2900 TV using my card  [Not included in saving rate] Big ticket items :shirt for wedding : $50, wedding packet : $200, drinking after wedding + cab : $175! Scary expenses this month, wedding cost total of $250. And drinking cost $375 for just 1 night. The lowest saving rate in all the months recorded. Investment performance is equally bad as well, YTD total returns(captial + div) is only 0.5% positive. That is after taking a close to 1% cut loss on Global Testing. Some may...

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