My 10% Portfolio

1 week ago, I was informed of my new role in my company and it is taking up a lot of my time. In addition to that, I am also revamping T.U.B Circle  (I know I have been talking about it... but it will be some time later before it is launched!), arranging upcoming possible seminars, managing portfolio and planning future collaborations. Thus, I may be slower in replying comments/email or putting … [Read more...]

An Interview with "bgting"

This is the continuation of the interview series. For the month of February, I will be interviewing "bgting" as he is known on InvestingNote platform. As many of you knew, I am also an active user on the InvestingNote platform. Through my many conversation with the users on the platform, I have made friends with many established investors on the platform. "bgting"stands out as one of the … [Read more...]

Different Methods Of Investment

Although I stated that in this post and then this post that I will not engage other kind of investing (except for those written), but due to the buoyant state of Singapore Stock Market currently, I went ahead to try a few other methods - with some success. Super Scorecard For those that have read my articles, you will have knew that I have created my own unique way of investment. I started … [Read more...]

This Singapore Counter Is Learning To Fly In The Next Few Months!

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My quirky investment methods has bought me another interesting counter. By exploring different ways of screening for counters, I chanced upon Ocean Sky International Ltd. What caught my attention was the business activities - Ocean Sky International Ltd - stated on the SGX Website! "Ocean Sky International Limited, an investment holding company, through its 100% interest in Ang Tong Seng … [Read more...]

Exciting News Ahead For This Counter!

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Happy Chinese New Year! Hope everyone have a great year ahead! For many investors and traders, Chinese New Year came early asthe Singapore Stock Market is in a buoyant mood and a lot of people are making gains. For me, I was lucky to get enough rights excess of the Sabana REIT to have an average price of $0.320. I have since sold all my Sabana REIT shares. The other lucky shot I had was … [Read more...]

"This Singapore counter rise 30% over 3 days!"

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As some of you have read, I have adjusted my investment methods this year in order to achieve my target gain of in excess of 10% for my portfolio by the end of 2017. Other than looking at counters that pass my Enhanced Triple S Scorecard or the Dividend Scorecard Portion, I am also looking for counters with sustainable business model with catalyst that will ignite the share price … [Read more...]

Bukit Sembawang Estates Ltd – Sitting On Unrealised Gold

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Readers of my blog will know that I am a huge supporter of this counter, Bukit Sembawang Estates Ltd. Fundamentally it still stand as one of the best property counter in my view - loaded with cash that can at least cover the dividend for another 3 years and having development properties without any debt. Recently, I had a discussion with a reader on this company. He is an accountant and were … [Read more...]

An Interview with "SG TTI"

As stated in the last post of 2016, I am restarting the interview series. I will try to have an interview with an interesting investor every month in 2017. For Jan, I will start with interviewing SG Thumbtack Investor aka SG TTI. If you have yet to read his blog, I urged you to do so soon. I only knew about his blog after he sent me an email to exchange on a guest post. Right now, I … [Read more...]

New Explanation for PE and PB Ratios

So the morale of the Untold Story that I want to portray is that: 1) Please don't anyhow follow the trend, follow the people, follow the tips; 2) Do your own analysis and make your own decision. I believe if you constantly make your own decision, you will slowly find the right criteria and start making gains! To assist a newbie on making this decision, I suggest using these 2 ratios to … [Read more...]

The Untold Story Of The Stock Market

Before I start telling you the story, I just like to tell the readers that I am not "forgetting" about the Singapore Stock Market. Although I am starting to look at the U.S. Stock Market, but I will not forget my roots. I will be updating on my Sabana REIT journey soon... So let get back to this "Untold Story". Disclaimer: This is a work of fiction and any similar event/name/situation are … [Read more...]

My 1st Post of 2017

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I will just like to apologize for the lack of post for the last 2 weeks. Other than taking the holiday breaks, I am busy learning about US Stock Market. As I have emphasized so many times, I intend to invest in the US Stock Market in the very near future. Many will ask why will I invest in the US Stock Market now, when Dow Jones Index is at all time high? There are 2 reasons. Firstly I … [Read more...]

Bye Bye 2016 ~ Welcome 2017!

This shall be the last post for T.U.B Investing in 2016. This blog grew bigger in 2016 and I really appreciate everyone who read and commented. Without you, I will never be where I am today in this blogging journey. To recap, here are some of the interesting things I did in 2016 as the writer of T.U.B Investing: 1. Started a Triple S Scorecard Online Course with Stockflock. This was … [Read more...]

My Roller-coaster Ride with Sabana REIT

Before I start, it will be good to note that I am a noob at REIT. I have not come up with a method of how to value REIT. So read this with a pinch of salt... Prior to Sabana REIT recent rights issue, I have always kept a watch on it. Although I always understand how lousy the Sabana REIT management team is, I still feel there is always a price for Sabana REIT. Furthermore, I am always trying … [Read more...]

Additional Consideration For The Plan Since Fed Raise Interest Rate

As announced on 15 Dec 2016,  Fed raises interest rate. There was also some indication that it will continue to raise interest rate for 3 times in the year 2017. Do note that "debt" stated in this post below relates to "bank borrowings" and "interest bearing debt". How will this impacted my plan? For those companies that are significant leveraged, their net profit will be impacted … [Read more...]

End Year Review of The Value Portfolio

It has been a long time since I wrote anything on The Value Portfolio. Nevertheless, this should be the final review of The Value Portfolio in 2016. Before that, I will like to state my expectation for the next year - I want to achieve a gain in excess of 10% for The Value Portfolio in 2017. This may not be significant to many, but I consider this to be really tough considering how our … [Read more...]

"Which Counter Should I Sell?"

I am very vexed recently because I needed more money to purchase new value opportunities and also average down my existing holdings. Thus I was trying to find out which counter in my portfolio should I sell in order to recycle my cash. I had some advise on Facebook and InvestingNote platform. The discussion was to look at the opportunity cost. However, with a hybrid approach (that means I … [Read more...]

Amendment to "I Found A Catalyst In This Company" Post

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Do note that there are some inaccuracies from the expected figures stated in the previous post on BBR Holdings (S) Ltd as pointed out by SG Thumbtack Investor. I will be pasting the comments here for easy viewing: In addition to what he commented, I like to emphasize that this analysis is based on the fact that: - Lakelife Executive Condo is fully sold by the 4th Quarter of 2016; - All revenue … [Read more...]

"I Found A Catalyst In This Company"

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Update on 6 Dec 2016: Do read the comments on additional information from SG Thumbtack Investor.  I will also be doing an amendment to this post following some inaccurate information I may have placed in the scorecard. Sorry for the inconvenience caused. However, my conclusion stands - there is no turning back! Recently this company caught my eye when someone compared it to TTJ Holdings Ltd on … [Read more...]

"Something is brewing for this Company…"

There is something happening in this company. The company is Chuan Hup Holding Ltd and the last post I have written about it was a long time ago. Currently I am making paper losses currently. The reason I continue to hold on to it is because: The conservative management - The management has never tried to grow aggressively despite having so much cash, but they are also not worried to … [Read more...]

Further Analysis to a Straits Time Article

Just saw this article on Straits Times with the headline, "ABSD deadline fast approaching, but developers stay cool". Thus, I felt that it is good to find out who are the developers of these properties. After all, I do have numerous developers in my portfolio (most probably will do an update on my portfolio soon) and hopefully none of the properties belong to the developers I … [Read more...]