Author: T.U.B Investing

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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An Interview With "ozxinvest"

I have never met him. But I have always interact with him on InvestingNote and find him to be a very patient and disciplined investor. It was what he wrote that make me notice him. Just read the messages he wrote below? Make you really want to invest right? In addition, if you follow him on InvestingNote, you will realise that he is a very good investor as well. Almost all his counters have made significant gains this year. In my view, he is more like a fundamental “story” investor. He invest when he believes in a certain “story”...

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All Roads Lead to Rome

This post is for many of you who went for the recent Value/Growth Investing Workshop, for the readers who have read the post on the Ultimate Scorecard, and for the subscribers to the Ultimate Scorecard database via Fundamental Scorecard website. Because once again I had made some changes to the Ultimate Scorecard. Few days ago, I was prompted by a subscriber who went for the workshop that “PB to ROE” equals to “PE” ratio! Seriously I was dumbfounded. Thus, this weekend I decided to double check on the database and I found that this is absolutely true. Hence, if...

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The 3rd Happy Event This Month

Other than the happy events that Ellipsiz Ltd announced special dividend and it became a multibagger for me, as well as the successful launch of 1st Value/Growth Investing Workshop and Fundamental Scorecard website, there was another happy event this month. Chuan Hup Holdings Ltd (CH) announced its full year results on Monday. As predicted, it gave out special dividend – 1 cent ordinary and 2 cents special! That’s more than 10% dividend yield for anyone that bought it recently. For me, I have been loading up on this counter since start of August this year. I buy until it...

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Launch of Fundamental Scorecard

On 26 August 2017, Simple Investor SG and I conducted our very 1st Value/Growth Investing workshop and this is also the event where we launch our very own database website, Fundamental Scorecard. The event was a success as everyone who came seems to gain some useful insights, and to our astonishment, the sign up rate was rather high. Furthermore, we have also invited some prestigious guest to our event, such as Christopher of Growing Your Tree of Prosperity, Brian of A Path to Forever Financial Freedom, Richard of Invest Openly as well as friends from InvestingNote were there. We...

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A Case Study On "How To Use The Ultimate Scorecard"

Sometimes when you start to see other counters rise while yours just “relax one corner and lay there”, you will start to doubt your method. Regardless of how much you believe in your own method, you will be tempted to do something about it. Mr Market will sometimes test your emotions as well – Making you feel worried because they decide to flood the market with a lot of RED numbers. Nevertheless, when you hold your ground and continue to believe in yourself, Mr Market will suddenly reward you for your consistency and patience. Ellipsiz Ltd (aka Ellipsiz) is...

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My Greatest Invention – The Ultimate Scorecard

With the launch of the Value/Growth seminar and the up-coming database website, I believe many of you will want to hear me discuss about the new changes in my scorecard – Currently my greatest invention – “The Ultimate Scorecard”. Seriously it is hard and harder to come up with new name for my scorecards, hopefully this will be my final enhancement. Prior to elaborate further on the scorecard, it will be good to note that, in view of my up-coming database website, I will not be distributing any of my old or new scorecards anymore to members or non-members. Lets’...

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Our 1st Value/Growth Investing Workshop

Although I have already conducted a few seminars this year, it is been a while since I have an actual sharing session. But with the creation of our upcoming database website, Simple Investor SG and I felt that we should not be just be marketing the website without doing more. Thus, we will be conducting a Value/Growth Investing Workshop together with the launch of our database website. This Value/Growth Investing Workshop focuses on  the core concepts of Value and Growth Investing. By combining real life experience with the backbone of each investing style, this workshop aims to bring investors...

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An Interview with a Financial Service Agent

Having done many interviews with bloggers and other exceptional retail investors, I thought it will be a fresh change to have an interview with someone in the financial service sector. Furthermore, T.U.B Investing is always about stocks and investing, so talking about personal finance will be hopefully bring about something different. Therefore, I decided to interview my friend, Poh Lin (Poh). Other than being my financial service agent, he is also my ex-colleague, a fellow investor and a very good friend. Currently he is also a collaborator for my investing workshops, such as the one that will be coming...

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Want I Really Wanted To Do…

When I started this blog, I just wanted to share what I knew about investing. But as I got more involved within the investing scene in Singapore, I felt that there was a lack of understanding towards investing. Scenario that I came across resulting in me having these thoughts: Investors start asking if a particular hot counter (that is no longer hot) can be invested, because its price has suddenly dropped. Investors wanted more returns. This resulted in them getting scammed by others as they go for impossible guaranteed returns unless the person is Warren Buffett. Investors just want...

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An Interview with the Stanley of "Value Invest Asia"

I met Stanley at an meet up organised by InvestingNote previously. Both of us arrived fashionably late and I was quite surprised when he introduced himself. This is because, at that time, I was already following Value Invest Asia Facebook Page and reading about their regular write-ups. Through our conservation, I find out that he is also a CFA and is very knowledgeable about valuation techniques. I also understand that he is also writing on a book – “Value Investing in Asia : The Definitive Guide to Investing in Asia” – that will only be launched in November. You...

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This is the "Tech Firm" I invested in!

It has been some time since I wrote anything. I have ideas for articles but I do not have the time to write! My life has just been too busy lately, especially when there is an increase in workload and also preparation for my new home. Furthermore, “Battling on 4 fronts” has also kept me to be on my toes. At least 1 battle is over and I had 4 lots of Netlink Trust. Another battle will end soon and hopefully the outcome will be favorable. As of now, I hope you will spent some time reading about this...

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Cryptocurrency – For The Daredevils Only

Having read about cryptocurrency on Straits Time (1 and 2), I think it is widely misrepresented. There are some truth in these articles but I believe the concept of asking people to invest in this product is simply just wrong as of NOW. Reasons being: Marketing being root of all evil. I think cryptocurrency is a disruptive technology on cash. But people seem to have misunderstood the use of cryptocurrency. It started as a form of payment and not investing. But a lot of websites started marketing it as a form of investment product (due to cryptocurrency being subjected to free...

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