Author: Marksman Investment Corner

Portfolio Update – 1Q2019

Howdy guys – looks like the first quarter of 2019 is finally done! Income Portfolio Market Price (SGD) Overall Value based on market price (SGD) Allocation Cromwell European REIT* Growth Portfolio Market Price (SGD) Overall Value based on market price (SGD) Allocation Alliance Minerals Assets (AMAL) Cash and other...

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Portfolio Update – 1Q2019

Howdy guys – looks like the first quarter of 2019 is finally done! Income Portfolio Market Price (SGD) Overall Value based on market price (SGD) Allocation Cromwell European REIT* Growth Portfolio Market Price (SGD) Overall Value based on market price (SGD) Allocation Alliance Minerals Assets (AMAL) Cash and other...

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Starhub cutting dividends – will it shine again?

(Source: Starhub) Starhub has announced its FY2018 results on 14th February 2019. Besides a decline in its business, it has also announced a change in its dividends policy. Where it had given out 20c per share from FY2010 to FY2016, and then 16c per share in FY2017 and FY2018, it will be revising the dividend policy to at least 80% net profit. This is estimated to be 9c per share assuming Free Cash Flow stays constant. Investors who have done their due diligence will have flagged out the unsustainable nature of its dividend (it was consistently above their free...

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Starhub cutting dividends – will it shine again?

(Source: Starhub) Starhub has announced its FY2018 results on 14th February 2019. Besides a decline in its business, it has also announced a change in its dividends policy. Where it had given out 20c per share from FY2010 to FY2016, and then 16c per share in FY2017 and FY2018, it will be revising the dividend policy to at least 80% net profit. This is estimated to be 9c per share assuming Free Cash Flow stays constant. Investors who have done their due diligence will have flagged out the unsustainable nature of its dividend (it was consistently above their free...

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How your career is like investing in the stock market

(Source: https://www.timeshighereducation.com/books/review-a-culture-of-growth-joel-mokyr-princeton-university-press) Your career actually shares so much similarities to investing in the stock market. It is after all, also an investment – one where you trade in your time, existing experience and skillset (capital) for your salary, networking and further growth and development of your experience and skills. You go to school to develop your education (reading up on investing in the stock market from the basics) and mentality (what is your target for investing into the market). The next step then entails internships and/or interviews. Your internships are akin to your initial foray into the stock market....

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How your career is like investing in the stock market

(Source: https://www.timeshighereducation.com/books/review-a-culture-of-growth-joel-mokyr-princeton-university-press) Your career actually shares so much similarities to investing in the stock market. It is after all, also an investment – one where you trade in your time, existing experience and skillset (capital) for your salary, networking and further growth and development of your experience and skills. You go to school to develop your education (reading up on investing in the stock market from the basics) and mentality (what is your target for investing into the market). The next step then entails internships and/or interviews. Your internships are akin to your initial foray into the stock market....

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Alliance Mineral share price getting wacked – Day low of 0.177

The last few days has been harsh on the share prices of Alliance Minerals Asset Limited (SGX: 40F / ASX: A40) – dropping to a day-low of 0.177 on SGX. I am now in the red. -_- (Folks, this is one of the reasons why diversification is needed. Having mentioned that, it was a risk I was ready to accept.) This could be attributed to the following:Sentiment in Lithium Sector Uncertainty after revision of offtake Outcome for ineligible holders Unclear ongoing shipment from Esperance Most investors will have at least be caught by such events in one or more...

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Alliance Mineral share price getting wacked – Day low of 0.177

The last few days has been harsh on the share prices of Alliance Minerals Asset Limited (SGX: 40F / ASX: A40) – dropping to a day-low of 0.177 on SGX. I am now in the red. -_- (Folks, this is one of the reasons why diversification is needed. Having mentioned that, it was a risk I was ready to accept.) This could be attributed to the following:Sentiment in Lithium Sector Uncertainty after revision of offtake Outcome for ineligible holders Unclear ongoing shipment from Esperance Most investors will have at least be caught by such events in one or more...

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2018 – The Year In Review

So 2018 is finally coming to an end, and it has been a pretty trying and eventful year filled with ups and downs for Mr. Market as well as myself. Personal Getting (legally) married – Have not done my customary marriage yet Attending a couple of workshops to learn more on trading/investing  Drew down on half of my portfolio Bought my own home, moved in and then renting common rooms out for income Recently my wife had been hospitalised on Christmas Eve, and then discharged on Boxing Day. Thank goodness for having a hospitalisation plan and OCBC Cashflo card....

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2018 – The Year In Review

So 2018 is finally coming to an end, and it has been a pretty trying and eventful year filled with ups and downs for Mr. Market as well as myself. Personal Getting (legally) married – Have not done my customary marriage yet Attending a couple of workshops to learn more on trading/investing  Drew down on half of my portfolio Bought my own home, moved in and then renting common rooms out for income Recently my wife had been hospitalised on Christmas Eve, and then discharged on Boxing Day. Thank goodness for having a hospitalisation plan and OCBC Cashflo card....

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Cromwell European REIT – Got all the rights unit I applied for!

So I managed to get all the excess rights unit I applied for on Cromwell European REIT! As a shareholder having a measly position of only 1000 units from the IPO, I was entitled to 380 rights unit. I applied for 1620 excess rights units and got them all. This brings my total holdings to a grand total of 3000 units – still small but significantly larger position. I estimate this bringing up indicative dividends up by about… 2.3x – 2.5x while they are distributing 100% of distributable income up till end of FY19 (as per their policy shared...

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Cromwell European REIT – Got all the rights unit I applied for!

So I managed to get all the excess rights unit I applied for on Cromwell European REIT! As a shareholder having a measly position of only 1000 units from the IPO, I was entitled to 380 rights unit. I applied for 1620 excess rights units and got them all. This brings my total holdings to a grand total of 3000 units – still small but significantly larger position. I estimate this bringing up indicative dividends up by about… 2.3x – 2.5x while they are distributing 100% of distributable income up till end of FY19 (as per their policy shared...

Read More

Cromwell European REIT – Got all the rights unit I applied for!

So I managed to get all the excess rights unit I applied for on Cromwell European REIT! As a shareholder having a measly position of only 1000 units from the IPO, I was entitled to 380 rights unit. I applied for 1620 excess rights units and got them all. This brings my total holdings to a grand total of 3000 units – still small but significantly larger position. I estimate this bringing up indicative dividends up by about… 2.3x – 2.5x while they are distributing 100% of distributable income up till end of FY19 (as per their policy shared...

Read More

Are Business Trusts bad?

Shockwaves are still reverberating from Asian Pay TV Trust’s crash down after announcing the large cut in their dividends. A lot of investors out there have steered clear of it and never bought into it in the first place; some others have bought in by acceptance of risk-for-reward either before or after the crash. I bought it in a past, and sold sometime soon after getting 1 quarter worth of dividends (net gain of $150 – I lost pocket change in capital loss). I recalled how it was in essence Macaquire passing on debt by marketing the IPO of...

Read More

Are Business Trusts bad?

Shockwaves are still reverberating from Asian Pay TV Trust’s crash down after announcing the large cut in their dividends. A lot of investors out there have steered clear of it and never bought into it in the first place; some others have bought in by acceptance of risk-for-reward either before or after the crash. I bought it in a past, and sold sometime soon after getting 1 quarter worth of dividends (net gain of $150 – I lost pocket change in capital loss). I recalled how it was in essence Macaquire passing on debt by marketing the IPO of...

Read More

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