Author: paullowinvestmentjourney

Inspiring stories of how ordinary folks can become rich

I decide to compile some interesting but probably true stories of how ordinary folks in the streets can become rich. One example from singapore, the others from overseas. All have something in common. ie they began poor, earned quite a basic salary in their years of working but they used the element of time to end up with eye popping and hard to believe kind of wealth. If they can do it, why can’t we? I doubt they used technical analysis and used charts to know when to buy and sell or calculate the fundamentals of the company like...

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portfolio update – july 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin lippo 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo 6) tcil ocbc lkh 7) singpost 8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo 9)  uob tcil cdg 10) sgx lian beng 11) fcot taisin sgx spost  starhillg fct cmt lippo 12) sph sats ksh Remarks: my comments: Singtel. steady blue chip counter which gives dividend  in jan and august. august dividend maintained at 10.7c. Just went XD by the time...

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2 armed robberies in 2 days and big houses

what has this got to do with investing? well, maybe a lot … most of us must have read this piece of shocking news today. 2 armed robberies within 2 days. one in a petrol station and one in a money transfer centre in ubi. But both involved miniscule sums of one to two thousand dollars. most people reading this must have thought the culprit committing the offence is crazy. yes, perhaps they are crazy.  but more likely, these people are drawn into great desperation and probably think they stand a better chance robbing these small shops than the...

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June 2017 portfolio update and review

 this month, i decided to add on a subject before posting my usual portfolio update I spotted this recent post by the boring investor about value investing and how long to wait, and decided to share my expericnces and views on this, as I felt it was a timely update both to myself and to others who find this useful. Readers who have been following me would find that my portfolio has grown in size to under 10 stocks to around 25. i used to be regard myself as a value investor, to me, it means buying a stock...

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portfolio update – may 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin lippo 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo 6) tcil ocbc lkh 7) singpost 8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo 9)  uob tcil cdg 10) sgx lian beng 11) fcot taisin sgx spost  starhillg fct cmt lippo 12) sph sats ksh Remarks: my comments: Singtel. steady blue chip counter which gives dividend  in jan and august. august dividend maintained at 10.7c. Comfortdelgro. a transport giant. distinct pattern...

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Are times really that bad these days?

recently i spoke to the man on the street, he said “gang kor”, hang jeng si bei pai”. In english, it means difficult and times are damn bad. I ask him how come. He said everything going up. utility bills up, a cup of kopi at kopitiam also going up and seems like won’t come down. his pay appears to be the only thing which stays. “how to survive?” i think times are not good generally. the singapore economy is not doing well and the worst it are the normal man on the streets. innovate upgrade…yeah sure..tell that to...

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portfolio update – april 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg 6) tcil ocbc lkh 7) singpost 8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil cdg 10) sgx lian beng 11) fcot taisin sgx spost  starhillg fct cmt 12) sph sats ksh Remarks: my comments: counters which appear this month and say, 2 months ago are still the same counters. however, they might not be the same quantity. Singtel. more added during...

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Is ksh overvalued at 70c?

out of own interest, i did additional research on ksh. normally, after the initial homework is done, i stay invested for long term. looks like lots of buying is pushing ksh. its has gone beyond its nav of 67-68c. however that was the nav of the last quarter, before the chinese new economic zone development was announced. now that the news is out, land prices around that area has jump multiple fold, so much so that the authorities have to institute measures to curb speculation. this report from nextinsight provides additional information. https://www.nextinsight.com.sg/story-archive-mainmenu-60/939-2017/11425-ksh-holdings-our-initial-estimate-of-upside-from-gaobeidian-project so the contribution from this project...

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ksh lian beng incredible single day gain

incredible run up by ksh & lian beng, gaining 16% and 12% in a single day, respectively at the time of writing. looks good and yes, it does feel good to have 2 counters in my portfolio gaining so much. however i remain vested. lian beng – still remains deeply undervalued, book value is slightly more than $1, thus a gain of 12%, still makes it very undervalued. – this counter has a pattern of increasing dividend. so its just a matter of price playing catching up with the book value and dividend. whether big boys are playing with...

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portfolio update – march 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg 6) tcil ocbc lkh 7) singpost 8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil cdg 10) sgx lian beng 11) fcot taisin sgx spost  starhillg fct cmt 12) sph sats ksh Remarks: portfolio auto-building in progress : my comments: Singtel. steady blue chip counter which gives dividend  in jan and august. cannot go too wrong buying this counter and holding it for...

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February 2017 update

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost  taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil cdg 10) sgx lian beng ngi 11) fcot taisin sgx spost  starhillg fct cmt 12) sph sats ksh Remarks: portfolio auto-building in progress : my comments: Bought comfortdelgro. trading at 240plus CD is quite an ok price for me. Lum Chang exited. Dividend cut from $0.0075 to $0.003...

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Portfolio update January 2017

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit cmt 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit cmt 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct cmt 12) sph sats ksh Remarks: portfolio auto-building in progress : my comments: Took a position in CMT and added more FCOT and Starhill using my dividends received. These counters will give dividends...

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SPH…the pain continues…effects on my portfolio

Digital disruption continues at SPH and the pain continues. This counter has been on a downtrend, gone below 3.50 today. It used to be in the core holdings of a lot of people in singapore, especially the older folks. But looks like times are changing fast and people are going digital faster than we had imagined. IMO this counter will continue going down, until some of its many business ventures bears fruit. A read through its AR shows that it owns many websites and businesses. Downside will be limited its regular dividend and by its significant property portfolio and...

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Losing money yet again trying to time the market? Read this…it might help

Losing money again trying to time the market? Buying too high, selling even higher? Or buying at a low price, market drops further…fear gets the better of you and you sell at a loss?? Darn! Worse, buying and selling stocks which one does not intend to pay fully…. anyway, lets face it, who knows what market will open and close tomorrow? who knows what the market will be in 1 months time? well, there is a way to overcome most of this stress or at least some of it. read my previous entries and you should get the strategy....

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portfolio update december 2016

Dividend by month 1) singtel 2) fcot sgx capitacom lian beng starhillg fct sphreit 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct sphreit 6) tcil ocbc lkh 7) singpost 8) fcot singtel metro plife  ocbc  capitacom starhillg sci steng fct singpost sphreit 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph sats ksh Remarks: portfolio auto-building in progress : my comments: Added sph reit, this counter usually XD and pays 2 weeks before the other reits counters in my portfolio. Useful in the sense that...

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