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Musicwhiz

January 2012 Portfolio Review and Final Post

January 31, 2012 by Musicwhiz

It is with some bittersweet feeling that I pen this last and final post, along with my portfolio review for January 2012. As mentioned in my previous portfolio review for 2011, heavier work commitments and a desire to spend more time with family and friends has resulted in my decision to stop blogging after this [...]

in Categories: Uncategorized

My Value Investing Journey

January 26, 2012 by Musicwhiz

It has been about 4.5 years since I first started serious blogging about investing and investment, and since then it has been a very steep learning curve for me in terms of acquiring knowledge, improving my analysis and sharpening my focus on companies. At the same time, I had also acquired important character traits and [...]

in Categories: Investing

Value Investing Recap Part 2 – Psychology and Temperament

January 20, 2012 by Musicwhiz

Part 2 of my investing recap will focus on the psychological, mental and emotional aspects of investing, which are arguably just as important (if not more) than the quantitative and qualitative aspects of analysis into a Company and its business model. This is because having the wrong psychology can often scuttle an investor’s best intentions, [...]

in Categories: Investing

Value Investing Recap Part 1 – Research and Analysis

January 14, 2012 by Musicwhiz

As part of my concluding posts for this month, I shall be doing two major recaps on value investing and will be focusing on two major aspects which I feel are equally important if an investor wishes to obtain a successful, consistent and decent return on investment. These two sections shall be split into “Research [...]

in Categories: Investing

December 2011 Portfolio Review and FY 2011 Year-End Review

December 31, 2011 by Musicwhiz

For this year-end review, I will be doing a comprehensive review of various aspects of my portfolio, covering cost, yield and also benchmarking against the STI during various months of the year. The reason for this is to get a better understanding of how my portfolio has been growing to date and over a period [...]

in Categories: Shares and Derivatives

Boustead Singapore Limited – 1H FY 2012 Analysis Part 3

December 26, 2011 by Musicwhiz

Part 3 will be interesting, as I delve into Boustead’s leasehold property portfolio and also its dividend history. I guess I had already mentioned quite a bit about Boustead’s prospects based on its divisions in prior reviews and analyses, therefore I shall not dwell too much on the same facts again in case I start [...]

in Categories: Shares and Derivatives

Property Chilling Measures

December 21, 2011 by Musicwhiz

Readers would know that I seldom blog about property (there are only five posts on this in the last four years!), as I am generally not very good in this area and am still experiencing my steep (and extended) learning curve. There are so many aspects to consider when it comes to investment property that [...]

in Categories: Property

Boustead Singapore Limited – 1H FY 2012 Analysis Part 2

December 16, 2011 by Musicwhiz

Part 2 of this three-part analysis will focus mainly on divisional analysis, as Boustead has four very distinct divisions which make it one of the harder conglomerates to put a value to. The interesting thing about Boustead which has somehow eluded me all these years (but which has somehow perplexed many an analyst) is that [...]

in Categories: Shares and Derivatives

Personal Finance Part 26 – Wealth Cannot Last More Than 3 Generations

December 11, 2011 by Musicwhiz

The above title represents a very intriguing concept which has been known to the Chinese for millennium, and there is even a Chinese Idiom which states so “Fu Bu Guo San Dai”. Interestingly, while reading “Millionaire Teacher” written by Andrew Hallam (a new book written on investing and personal finance, written by middle-class millionaire teacher [...]

in Categories: Personal Finance

Boustead Singapore Limited – 1H FY 2012 Analysis Part 1

December 6, 2011 by Musicwhiz

Boustead released their 1H FY 2012 results on November 14, 2011, and frankly it was not as disastrous as I had anticipated, considering there was an economic tsunami at our doorstep which would affect most companies. Though the numbers did not look spectacular, the Group put up a credible performance in general, with my only [...]

in Categories: Shares and Derivatives

November 2011 Portfolio Summary and Review

November 30, 2011 by Musicwhiz

November 2011 will go down as the month where the Euro crisis escalated in severity, as even Italy, Germany and France got into some form of trouble. With no ready solution in sight, it looks as though Mr. Market will remain pessimistic for the foreseeable future, which means it is a good environment indeed to [...]

in Categories: Shares and Derivatives

MTQ – 1H FY 2012 Analysis Part 2

November 26, 2011 by Musicwhiz

Part 2 of this analysis will focus more on the qualitative aspects of MTQ – the sections which many analysts find tough to quantify, but which I feel is also extremely important for any analysis to be complete. Note though that these observations were made from a combination of interactions with Management, articles/interviews with The [...]

in Categories: Uncategorized

SIA Engineering – 1H FY 2012 Analysis Part 2

November 21, 2011 by Musicwhiz

Part 2 of this analysis shall focus more on the operational and qualitative aspects of the Company, and will be shorter (thankfully!) than Part 1. I will touch briefly on operational performance, major events (for MRO and JVs) as well as talk a little about prospects for SIAEC in a new untapped consumer segment for [...]

in Categories: Shares and Derivatives

MTQ – 1H FY 2012 Analysis Part 1

November 16, 2011 by Musicwhiz

MTQ released their 1H FY 2012 results on the morning of October 31, 2011, and it capped a long-awaited update from the Company after its recent spate of acquisitions and troubles in Bahrain. Suffice to say that I did wait with some trepidation for the results and had expected it to look very poor due [...]

in Categories: Investing

SIA Engineering – 1H FY 2012 Analysis Part 1

November 11, 2011 by Musicwhiz

SIA Engineering (SIAEC) released their 1H FY 2012 results on October 28, 2011; and following that on October 31, 2011, they released a set of presentation slides which were used to present to analysts at the analyst briefing. Since it has been a while since my original purchase of SIAEC, and subsequently I had also [...]

in Categories: Shares and Derivatives

Personal Finance Part 25 – Holistic Tracking of Personal Finances

November 6, 2011 by Musicwhiz

When thinking about personal finance, a colleague once asked me if my wife and I keep track of our spending and our mortgage balance, as she was also keen to settle down with her husband soon and wanted to find out the proper way of managing finances. This made me do some soul-searching and think [...]

in Categories: Personal Finance

October 2011 Portfolio Summary and Review

October 31, 2011 by Musicwhiz

October 2011 was somewhat weird, considering the negative sentiment which pervaded stock markets and the economy from August to September 2011 seems to have somewhat dissipated. In fact, in an embarrassing turn of events, the local market has rocketed up more than 10% after I wrote my piece on “My Second Bear Market”, and is [...]

in Categories: Uncategorized

Boustead – FY 2011 EGM Highlights Part 2

October 26, 2011 by Musicwhiz

Here is Part 2 of the highlights from Boustead’s recent EGM held on October 13, 2011 at Starhub Green. On Energy-Related Engineering and Water and Wastewater Engineering Divisions I was rather concerned about how the state of the world economy had affected oil prices, to the extent that they had hit one-year lows recently. When [...]

in Categories: Shares and Derivatives

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