Author: T.U.B Investing

3 Things I Learnt About REITs Masterclass

When I was approached by Chlorophyll Inc to help them review about their REITs Masterclass course, I am actually quite reluctant. This is because I do not really invest in REITs and I am more interested in capital gain. Furthermore, B has also gave his review. Therefore, I wondered what else could I offer to the readers? Nevertheless, I decided to give the course a try in order to become a more “complete investor” and also hopefully to provide the readers with another perspective of the REITs Masterclass course. Since I had completed the course, here are 3 things I...

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An Interview With "Simple Investor SG"

For this month interview, I will be interviewing “Simple Investor”. He is the owner of the Simple Investor SG website, which provides the “Full Analysis V14“. We actually knew each other when he came to my Sharing Session last year. But our friendship only developed when we found each other on the InvestingNote platform again early this year. His investing style was more directed towards growth counters with a business edge, while I am influenced more by value investing and contrarian thoughts. Despite us continuing to agree to disagree on many aspects of our individual investing methods, but he...

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My 10% Portfolio – Changes After 2 Quarters

It has been almost 2 quarters and the time has come again to review my 10% portfolio again. Before I go straight into the counters in my portfolio, it is important to note and 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...

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Random Thoughts In My Mind

As an investor, you will always run into many thoughts that will influence you and make you think much more. So these are the thoughts I had over the length of this week… Concentration vs Diversification It has been rather dull lately while waiting for Fed to announce the increase in interest rate. Regardless, the Stocks in Singapore did not move much. Rather, it seems that the US market is beginning to be on a downtrend. Nevertheless, my mind is quite focus on reducing the number of counters in my portfolio and increasing my warchest. One of the reason...

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Investing in Hong Kong Listed Firms

Many of you will have heard about my reluctance of investing in S-chips. Thus, my investment into Hong Kong Listed Firms will most probably have shocked you, since many of the Hong Kong Listed Firms are located or have affiliations in China. Do read this post to understand the initial reasons I invest in US and Hong Kong counters. In addition to the reasons in the post, another factor is my work. My current work requires me to understand the culture of China companies and the China companies financial. Through the process of learning, I understand why there are...

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Technical Analysis – My Point Of View

I bet you have heard me saying, “I know nuts about TA (aka Technical Analysis)”. I also don’t know what pink line, blue line and purple line is about. I also don’t understand how drawing a cup can help me with the trade. And this is the craziest, how does a dragonfly help to trade? But I do feel I know something about technical analysis and that is “Support”. This is not done by drawing any lines on the chart. But this done by using your eyes! In my smartphone, I have this app where I watchlist over 40...

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This Comeback Kid Rises 20%!

Over the last 2 days, the market seem to have become “happier”. But at the back of my mind, I am always having a cautious view – “Expect the Unexpected”. Do note that “Comeback Kid” is a nickname that I give to a counter that I had divested completely, and re-purchased at a later date. The previous “Comeback Kid” was Singhaiyi Group Ltd, which I had written in the previous post.   For this post, the “Comeback Kid” is TTJ Holding Ltd (aka TTJ). I really regretted selling this counter. My actions were largely influenced by the “noises” after TTJ announced...

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A Review Of The Recent Results Of A Comeback Kid, A Landbank Monster and A Samurai Chef

With another wave of results being released, I will be doing my 2nd review of some of the counters in my portfolio. Read the 1st review here. The Comeback Kid – Singhaiyi Group Ltd – Full Year 2017 Results [No Review via Super Scorecard] Read here for the past write up of this counter. The reason this counter was name as  ‘Comeback Kid” because I bought, sold and bought this counter again over the space of 5 months. In January, I purchase this counter in at 97 and sold some of it at 113 within 2 days due to the...

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An Interview With Faye Wang

For this month’s interviewee, you may not really know her (yup, at last, an interviewee that is a female!), but she is actually a stock market analyst on InvestingNote. I first noticed her was when she posted her analysis of Sheng Shiong on InvestingNote. It was quite detailed and seems to have addressed some of the changes in Sheng Shiong over the last few years. She has also continued to contribute to several articles on The Signal Blog, which I felt were interesting and provide a good overview of the counters as well as its respective industry. Therefore, with...

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A Review Of The Recent Results Of The Small/Mid Caps In My Portfolio

Before I start, I like to apologize for the lack of post and updates on my TUB Investing Facebook Page and InvestingNote. This was because of my new role at work (I think I stated this before) and I was overseas recently. In addition, I will be on reservist soon. So the lack of updates will most probably continue. As per the title of this post, many of my small and mid caps has just released their most recent quarterly results (6 of them were released on 12 May!). However, due to the lack of time, rather than a long...

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Review of Singapore’s Construction Sector – Part 3

Dear Readers, This is Part 3 of the Review of the Singapore Construction Sector – the final review of the trilogy. Part 1 was meant as a more qualitative approach, while Part 2 reviewed the counters via a quantitative approach instead.  For Part 3, it will be rather short. I will basically be testing each selected counter against, what I am known for, the Super Scorecard. Do read up on Part 1 and Part 2 here. So these are the scores for the selected counters – Are you surprised? Selected Counters Score via Super Scorecard DCF and Graham Method...

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I want to help.

This is supposed to be a post on the part 3 of the review of Singapore Construction Industry. But I came across this 2 articles and felt I had to write about it. Article 1: Investors cry foul over firm’s oil bunkering scheme Article 2: Now, founder of collapsed JJPTR offers new scheme with 35% returns Why did people still fall for these scams? A conclusion I came across is that because these scheme was proposed to the potential investors as a “guaranteed return” proposal and people are seduced by the high returns. Another reason I came up with is these...

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A talk on "Fundamental Analysis: The Contrarian Approach"

For those who still do not know, I will be collaborating with InvestingNote by giving a talk on “Fundamental Analysis: The Contrarian Approach”. Unlike the previous talk which focus on my scorecards or investing methods (there will definitely still be overlapping information), I will be focusing more on talk about investing via a contrarian approach. In my own opinion, if everyone thinks in the same way, it will be hard to make gains. That’s why we have to THINK DIFFERENTLY. BE DIFFERENT. The details as follows: – Date: 28 April, This Friday Time: 7 to 9.30pm Location: CMC Markets, 9...

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Review of Singapore’s Construction Sector – Part 2

This is Part 2 of the Review of the Singapore Construction Sector. Part 1 was meant as a more qualitative approach. Part 2 will be using a quantitative approach instead. Do read up on Part 1 here. Prior to this writing, SG Thumbtack Investor has pointed out on InvestingNote, this maybe too much a generalization of the companies within the construction industry. Read his full comments via the link! I totally agreed on this point as I may have leave out some “good” companies in part 2 of this review. So in the end, I decided to do the...

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Review of Singapore’s Construction Sector – Part 1

Dear Readers, I am continuing my search for, what Warren Buffett will have exclaimed – the next “wonderful company at only fair prices”. Therefore, to search for this company, I decided to try searching within the construction industry. The interest in construction industry was triggered due to a few reasons such as: This video via Flyinpeach – Singapore continuous infrastructure development for the next 2 to 3 years will continue to provide projects for the construction industry, especially those in the civil engineering sector. The recent purchases for land at high prices via SP Sertia and Sing Holdings. The...

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