Author: T.U.B Investing

Today, I will like to talk about my holding in Quarterhill Inc. Before I continue on the main topic, I like to inform the readers that I will be joining the SGX Bull Charge Stock Challenge. Although I maybe putting my reputation on the line, and I will most probably lose as the tracking period is only 2.5 months, but I will just join for the fun of it. I will try my Big Ideas Theory Strategy with a slight tweak for this competition. In view of this, I will probably reveal some of my Big Ideas. Stay tuned! Image...

After my update to Big Idea 2, I decided to also do an update on Big Idea 3 after re-reading its annual report. Big Idea 3’s Chairman always give a very insightful context in his Chairman’s Statement. Last year, he initiated a cautious approach, but the results turn out to be very different – which is great. Because this shows that the management is not aggressive and have a plan for the future. In fact their numbers tie in with their execution – showing successful integration of the strategy in the business. This year, here are some extract from...

Recently I spoken to this acquaintance that was quite knowledgeable on the Australia side of things. I always wonder why Big Idea 2 has a significant exposure in Australia. Thus, this gave me an opportunity to ask more about the property market in Australia and especially those projects relating to Big Idea 2. Picture taken from britannica.com Below are the information I remembered. Do note that I did not verify all the information and these are just pieces of our conversation. 1. The Australia Government made it hard to purchase properties in the country (read article). 2. Australians are not...

I have read a few articles on Charlie Munger recently. The articles explains how he influence Warren Buffett from investing in “good business at wonderful prices” with a more activist mindset to buying “wonderful business at good prices”. I felt similarities in the stories from the way how Simple Investor SG had influenced me to how I invest lately. Previously I have always been a more “value-oriented” investor, but even since we started Fundamental Scorecard website together, I have been looking at his Full Analysis scorecard (which includes the recent Moat scoring). Then a few months ago, I started...

Although I have revealed my portfolio and the remaining of my Big Ideas recently, but I have been wanting to writing about this company that I purchase since June 2018 – my Big Idea 8. I had previously stated I will reveal the company on my Facebook Page post upon reaching 20 likes for that post. It hit 68 likes in almost 3 hours. I was flattered. Despite the short vested period, I have actually known this company since I started practicing value investing. In fact, I will say this company was initially made famous by Bigfatpurse (Currently known...

Before I start introducing my other big ideas, I like to first say thank you to SGX for inviting me to their Mid-Year appreciation dinner. It was really an honor to be there with many other established bloggers. During dinner, they introduce that SGX Gateway will be quite interesting in the 2nd half of the year. Lets’ look forward to it! Furthermore, I also like to thanks my readers who had liked my Facebook Page. It has now reached more than 1,000 likes! Really Appreciated! Now back to the main topic…  It is time to introduce my other big...

I believe many of you, similar to me, have your minds on World Cup and your portfolio have taken a back seat. After all, with the trade tariffs news (US and Europe, US and China, US and Canada), Fed rate hikes, and ECB to phase out QE at the end of the year, I have major doubts the share prices will rise back next week. STI have also fallen from 3,385.71, as of 26 Dec 2017, to 3,356.73 as of 15 Jun 2018. This is the first time in 6 months that STI have fallen below the 26 Dec...

I bought a new company and announced it on my Facebook Page recently. The overwhelming likes made me revealed the company at that time. Thus, there was a dilemma in me whether I should announced why I bought that company or talked about the other company which I had re-invested in Jan 2018? I decided that the latter – The company that I had re-invested in Jan-2018 – will be Big Idea 4. I have written quite a lot about this company and invested in it slightly before April 2016. I sold the last of their shares in Dec...

Firstly, I like to say my thanks again to SGX for inviting me to be one of the panel speakers along with so many other gurus! It was a great talk and I learnt a lot from the other speakers as well! I hope my answers for the many questions have been satisfactory to the participants as well! As I look at the pigeonhole website (participants were able to post questions on this website), I realised there is 1 particular question relating to my scorecard method. Therefore, I think I should provide an answer to the question. Hopefully the...

If you have read about the previous post about my Ex, I am updating here that she just announced her full year results! And I was right! The dividend has decrease from 33 cents to 18 cents! If the retailer investor is looking for 5% dividend yield, then he will be expecting the share price to fall to $3.60! But I have my doubt that the share price will drop till so much! If you read about the news article, there are a lot of hidden messages. Are you able to catch them? For existing retailer investor, I advise...