Author: Marksman Investment Corner

How In-Camp Trainings can help you financially

This one is dedicated to the boys! A lot of guys who went through their 2 years in full-time National Service (NSF) have to go through In-Camp Training (ICT) for reservist after ORD – I am no exception. I actually just finished an ICT this week, and it was a good opportunity to catch up with existing camp-mates or get to know new ones. The boys come from all walks of life. Naturally, you will have some camp-mates who does investment, trading, or otherwise have very useful snippets of information to share with you to give you a different...

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Prime US REIT (SGX: OXMU) – Got my small parcel of IPO shares / Opening day performance

So balloting results for public offering of Prime US REIT (SGX: OXMU) is out since a few days back, everyone applied got something! And then they debuted at 2pm earlier today. I got what I applied for – 1000 units and I have updated this in Stockscafe. Just a few days back, I blogged about my application as well. I will do the update to my portfolio when it’s time for 3Q2019 updates. :) Balloting DiscussionOverall, the receipt is lukewarm – It’s been attributed to the following:REIT IPO Fatigue Sentiment of US Economy But hey, at least it was...

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Portfolio Update – 2Q2019 (16 July 2019)

In the blink of an eye, 2Q2019 is done and over with. A bit of a late update and to be honest, there is little to see. 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 Mineral Assets...

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Prime US REIT – Applied for small number of IPO shares

BackgroundPrime US REIT is offering 335,203,200 units (subject to overallocatement option) in its IPO at USD 0.88 (fixed at SGD 1.20 for public offering) per unit, of which the public offering is no less than 16,761,000 units. The offer will close on 15 July 2019 (Monday) at 12pm Singapore Time and they are currently scheduled to list on 19 July 2019 (Friday) at 2pm Singapore Time. The Portfolio comprises of 11 Freehold Class A Prime U.S. Office Properties spread across the United States. DistributionsPrime US REIT will make distributions to Unitholders on a semi-annual basis with amount calculated as...

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Cromwell European REIT – Property Acquisition and Private Placement 21-06-2019

Property Acquisition and Private PlacementCromwell European REIT (CEREIT) went on a trading halt and announced their intent to acquire 6 new properties in France and Poland for a total of 247m EUR, which is expected to increase net initial yield by 7.4%. To that end, they have raised fund of 150m EUR for the acquisition via a private placement at 0.46 EUR per unit. Post-placement, the share base is enlarged by 326,086,000 units (about 15%). Consequently, one can expect the distribution down the road to also drop by about 13.1% before accounting for the increase in DPU from the...

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Closing a chapter – Moving on to a new job soon

Hi guys! Hope everyone is doing well. It has been a couple months since I last blogged – even then, this is kind of diverting from blogging about investing and stock market. Then again, I suppose career is also a form of investing. Sometime back, I’ve mused about this as well. A lot of people change job as they progress in their career. For me, the time is now. A few weeks ago, I submitted my 1 month notice. It will be my last day towards end of first week of June 2019. Reflecting back, it was a bittersweet...

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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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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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