Author: T.U.B Investing

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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”...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Like us on Facebook

Follow us on Twitter