Author: T.U.B Investing

A "Rubbish" Company

Nowadays, my analysis of counters is fast and easy with the help from Fundamental Scorecard website. I used to require hours to analyze counters. But with the website, all I need is “time on the bus in the morning” to decide on a counter. I will even have extra time to look for additional information – especially those qualitative information. Anyway I had wanted to write a review of all the counters I wrote in 2017. But I decided to write a review of this counter instead that I bought 2 weeks ago, during one of the morning on...

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It Is About Time Someone Wrote About This Company…

Being a blogger and yet an investor of this company, I met Reyna at the Invest Fair 2017. She is the Financial PR rep office of The Trendlines Group Ltd (aka Trendlines). Even though she is not a direct rep of Trendlines, she was able to answer my questions very clearly. This was unlike the other companies there whose employees are unable to answer some of the simple question I posted. She impressed me with her understanding of the company and I immediately went back and bought Trendlines’ share – a small portion but this is a start. Then...

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There Are No Gurus…

Before I start talking about the main topic, let me conclude a happy event this month. Simple Investor SG and I had just completed our 2nd Value/Growth Investing Workshop. Although the room is a bit tiny, but everyone turned up. There was even an uncle that came all the way from Hong Kong, which was a nice surprise! Back to the main topic… This post is basically inspired by SG Thumbtack Investor’s article. He talks about people reporting huge gain this year and explains that if it was just a 1 year huge gain, investors should not be not...

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Looking Forward To This Challenge!

It has been some time since I talked about any counter. So I decided to talk about a counter I recently purchased. Before I go into the details of the counter, let me explain what had happened recently. Gain of 30% within 3 Months Based mainly on the recommendation of the Ultimate Scorecard, I purchased Miyoshi Limited at $0.066 in August 2017 without going as in-depth as I wanted to. At the end of Oct 2017, I sold all of Miyoshi Limited at $0.085 per share – a 30% gain within 3 months. I understand I told many that...

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Interview with "Reader Who Uses The Scorecard Method"

I will like to apologize for the delay in posting. I had wanted to do a “Reasons to come for the Investing Workshop” post on Sunday, but it ended up sounding too HARD-SELLING, thus I reverted it to draft instead. However, the short publication got “crawled” into my InvestingNote page and some people seem to be quite turn off by it. I guess I made the right choice in turning the post into draft. Anyway back to the main topic…  This will be an interview with the “Reader” whom had supported me since late 2016. Not only has he...

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Fundamental Scorecard = Mechanical Investing

I had learned about a new term after reading about Lazy Singaporean’s Blog Post – Is mechanical investing a form of index investing? It was the first time I came across this term, “Mechanical Investing”. After I googled, I found that Investopedia state that mechanical investing is a form of “buying and selling stocks according to a screen based on predetermined criteria, usually with the help of technical indicators such as relative strength or momentum. This method allows traders to enter transactions without emotion and backtest their strategies by using historical data from any time period.” It seems that...

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Life After Getting Your Own House

I just started to live in my new house for a few days. And what follows was unpredictable. Housework, cleaning, buying stuff, cooking, arranging for rectification, putting mahjong paper and then it repeats. I no longer have any time for reading and much less for blogging. Over the last few days, I only looked at the stock market for about 10 to 15 mins each day. Then one day, Simple Investor SG messaged me “Market drop suddenly”. Although I do not have enough time, but I still looked at the market for 5 seconds. Then I saw the STI...

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Our 2nd Value/Growth Investing Workshop

Building on the success from our 1st Value/Growth Investing Workshop, Simple Investor and I will be conducting our 2nd Value/Growth Investing Workshop on the 3rd November 2017. You can read about our 1st Value/Growth Investing Workshop from these bloggers whom came for it. Write up by Brian of 3F: http://foreverfinancialfreedom.blogspot.sg/2017/08/review-of-value-growth-investing.html Write up by Christopher of Growing Your Tree of Prosperity: http://treeofprosperity.blogspot.sg/2017/08/ten-year-series-mentality-amongst.html Write up by Richard of Invest Openly: http://www.investopenly.com/2017/08/review-openly-value-and-growth.html In additional to their feedback, we have also gotten other feedback from the participants. And so we will be presenting the investing workshop a bit differently this time and we...

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Another Unique Method – Bottom Fishing

How should a regular retail investor hedge against a raging bull run? If you feel the market is going to turn and you don’t want to SHORT, what can you do? I am generally a LONG only investor managing a very low 6 digit portfolio figure. I don’t SHORT and I also don’t know how to short. I have the belief that Mr Market is slightly overheated. However, even if I think it will crash, I still believe in staying vested rather than timing the market. This is because over the long term, I DON’T KNOW WHEN MR MARKET...

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A Matter of Questionable Management

Singhaiyi Holdings Ltd (Singhaiyi) was a great call previously by me. I average upwards when it announces an exceptional Q1 2017. However, its recent purchase of Sun Rosier is a bit hard to accept. There were explanations that their purchase price was too high. Nevertheless, I decided to hold on to them as I believe the management may have a different view. But I realized Singhaiyi missed out reporting that it was awarded a public tender of a string of commercial units from OKH Global Ltd (OKH) when they were the only bidder. Announcement made by OKH on 11...

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This Counter Flew Up Into The Sky!

Sometimes Mr Market screw you up, sometimes Mr Market give you surprises! Ocean Sky International Ltd (Ocean Sky) was a counter I bought on 31 Jan 2017. It is a micro-penny counter that went under a structure change at the end of last year. They change their business from manufacturing clothing to becoming a construction company. I was a bit disappointed when Ocean Sky released its full year results for 2016 on 1st March 2017. Its net profit was boosted by “other income” – recognition of fair value gain on investment property in Cambodia, and its balance sheet has significant...

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Thank you Raffles Education for the lesson!

Raffles Education Corporation Limited (Raffles Education) has just announced a placement of 95 Million of shares at $0.30 on 28 Sep 2017. At that time, their share price was $0.320. However, if you look at the rise in share price, you can see that it was “pumped” to $0.320 within a short time frame. What exactly happen? It seems like one of our Singapore Richest, Mr Oei Hong Leong, decided to increase his stake Raffles Education from 10.43% in Sep 2016 to 14.04% in Sep 2017. I personally believe Mr Oei purchased Raffles Education for business purpose. I doubt...

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Why I Choose ComfortDelGro Over M1

This will be a follow up of my previous post as I talk about the sick Blue Chips in my portfolio. After my last review of my portfolio, I kept thinking of what to do with my sick Blue Chips. I believe that I should reduce the number sick Blue Chips in my portfolio. Eventually, it was a decision to keep either ComfortDelGro or M1. By the time you read this, and as the title suggest, I will have already sold off all my M1 shares. So why did I choose ComfortDelGro over M1? 1. I have Singtel and...

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My 10% Portfolio – Changes After 3 Quarters

Time flies and it is time to review my portfolio again. Once again, let me emphasize on the following: 1. This portfolio review is calculated from the start of the year and the aim is to review the total portfolio gain after 1 year. 2. Some of the counter’s initial share prices are their respective share prices at the start of this year (Especially those counters in this post). 3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees. 4. At times, if stated, the gain could be...

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The Share Buyback Counter

In my own opinion, having written a 3-part series on the construction industry (Part 1, 2 and 3) and invested in many construction and property counters, I believe my understanding of the construction and property industry is at least above average. Thus, this time round I will be writing about Tiong Seng Holding Limited (Tiong Seng), which I had been vested since the start of the year at a very low price of only $0.230. It has since risen till the current price of $0.320. A whopping 36% paper gain! Profile In Short (Taken from 2016 Annual Report) Riding on...

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