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...]

"This is the Gem I was talking about"

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Previously, I had said that through the InvestingNote platform, I was able to find a gem from one of the thread discussion. I had also talk about this company in another of my previous post. This company is Wheelock Properties (Singapore) Limited. In the past, I was very skeptical about this company as its ultimate shareholder, Wheelock and Company Limited, is located in Hongkong. I … [Read more...]

I Managed To Close All My Positions Using Deep Value Strategy

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If you have read about my previous post about changing plans, I have finally did it. I had CLOSED all my positions in my portfolio that was involved in the deep value strategy. I have always emphasize that this is a high risk, high return strategy. However, during such bad times, I came to a realisation that eventually all the stocks in SGX will be in deep value. In that situation, will you … [Read more...]

I have been using InvestingNote!

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Recently, I have been using InvestingNote actively, much more than Facebook. I was initially very skeptical about InvestingNote, thinking it was just another website/app about stocks flooding with investing/trading courses and news. But how wrong I was? Ever since I started using InvestingNote, I realised I have spent much lesser time on Facebook. It has currently become the most active … [Read more...]

Is Fraser Centrepoint Ltd still the best?

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Update 17 Nov 2016: Please note that as per Scorecard comparison below, Amara Holdings Ltd should deserved a "yellow cell" for having the lowest Last 12 Months PE. Thus, this will basically change the Fraser Centrepoint Ltd from 5 yellow cells to 4 yellow cells - Which Meant the company is no longer the BEST! Nevertheless, its Last 12 Months PE is still the 2nd lowest. If you remember my last … [Read more...]

Are you prepared for Trump?

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Trump claims the White House. That must spell disaster for the market, right? What a lie. Not only did the market not crash, it reacted well to President Trump. Bloomberg didn’t think the market would be remotely excited about Trump as the president. How wrong that was. No one took Trump seriously when he first started. How wrong that was too. Now, we think Asia is in trouble because … [Read more...]

M1 Ltd – A Different Perspective

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M1 Ltd has been falling for a prolonged period, from the heights of $3.930 on April 2015, till $2.020 on 31 Oct 2016, before recovering slightly recently. Over the period of freefall, there was also a slight recovery during this period of fall. Nevertheless, as per the chart below, the share price is currently at the lowest point over the last 5 years. Why? Many factors has caused this … [Read more...]

"One with the F&B Business That Got Listed Recently"

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I thought about whether I want to really write about this "falling knife" since it only gotten listed recently. Writing it may make it worse for the existing shareholders. My rationale for looking at this stock was because: 1. It is in the food and beverage business - something my portfolio is lacking and something I am interested in. The price has been falling - After reaching the … [Read more...]

"One With Dormitory Business"

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As per my previous post, I will be writing about "One with the dormitory business". I am not sure if your guess is correct. But the stock that I will be writing about is - Centurion Corporation Limited. Do note that this is not part of my dividend series. Profile In Short (Directly taken from AR2015) Centurion Corporation Limited is one of Singapore’s largest workers and student … [Read more...]

Some Updates For T.U.B Investing Blog

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Its been some time since I posted anything as I have been overseas.   Do you know which country is this? I am also rather busy as I am creating an extended website for T.U.B Investing blog. Remember the idea of producing a website full of Enhanced Triple S Scorecard with Dividend Scorecard Portion on all the stocks in SGX? Yes. This is in the works and it will be … [Read more...]

My In-depth Analysis of Fraser Centrepoint Limited

Influenced by B’s post, I went into the in-depth analysis of Fraser Centrepoint Limited. Actually, this stock has been on my watchlist for ages. But I decided to postpone it as I was busy at work and also busy with promoting the Dividend Scorecard as well as my sharing sessions. Nevertheless, after my in-depth analysis, I made the purchase of Fraser Centrepoint Limited. The reason of my … [Read more...]

4th Sharing Session with T.U.B

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This will be my last Sharing Session with T.U.B for the year and it will be relatively different due to the following: 1. It will be conducted on a weekday evening. 2. The session will be shorten to 2.5 hours. The reason for this change is because people have been requesting for weekday sessions and I decided to cater to it. However, since I will be working, the session can only be … [Read more...]

My Plan Has Change…

The economy is sick. Currently, it seems like no “bad” news is good news. When Fed didn't increase the interest rate, the market seem to be in a sudden boom. When oil price rise a bit, we become so happy and it seems like oil has rise to $80 again. When oil price drop a bit, we become so scared. But when a big firm, such as Hanjin or Deutsche Bank came out with major bad news, the … [Read more...]

Sing Holdings Ltd – Latest Purchase of Residential Site at Fernvale Road

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Being the advocater of Sing Holdings Ltd previously, I feel that I should provide my comments on their latest purchase of the residential site at Fernvale Road. This plot of land seems to be besides or near High Park Residences, that was purchased and developed by Chip Eng Seng. This purchase was also a collaboration between Sing Holdings Ltd (70%) and Wee Hur Holdings Ltd (30%). Details … [Read more...]

TTJ Holdings Ltd – Full Year Results Announced

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On 26 Sep 2016, TTJ Holdings Ltd announced the latest full year financial results for 2016. Share price has since fallen 15% the next day. So here is a summary of the financials: - Significant increase in revenue and also increase net profit - Slight reduction in investment property and fixed asset - Was able to maintain cash amount from 2015 to 2016, despite giving an 8 cents dividend in … [Read more...]