The Dividend Series – Powermatic Data System Ltd

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I am starting a string of new posts deem as the Dividend Series. In this series, I will test some of the "usual suspects", that deem to produce 5% of dividend yield annually, against my Dividend Scorecard Portion. Do note that these stocks are, in my opinion, "popular value stocks". There are already significant information in the internet on them. Thus, my post will be more focus on how the … [Read more...]

The Dividend Scorecard – An Extension of Enhanced Triple S Scorecard – Part 2

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This is the follow up on the write up of the Search for Dividend Stocks and the write up on Part 1 of Dividend Scorecard Portion. For this post, I will be explaining about how the Dividend Scorecard Portion was tested. From a list of stocks that produces 5% dividend yield from 2012 to 2016, I only choose a small sample of 4 stocks that I believe will continue to TRY to produce a high … [Read more...]

The Dividend Scorecard Portion – An Extension of Enhanced Triple S Scorecard – Part 1

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The search for Dividend Stocks has been completed and the scorecard had been created.   To emphasize again, I am not talking about REITs or STI-linked Blue Chips, when I suggested about Dividend Stocks. This is a search for the pennies or the ignored stocks (including the less famous and popular Blue Chips) that has the ability to give out at least 5% dividend yield in the following … [Read more...]

3rd Sharing Session with T.U.B

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After a successful 1st and 2nd Sharing Session with T.U.B, I have decided to organize the 3rd Sharing Session with T.U.B. As per previous sessions, I will be sharing about the Enhanced Triple S Scorecard. For those that have yet to know, Enhanced Triple S Scorecard is an upgraded version of the Triple S Scorecard and will be the tool to help you to choose good fundamental stocks for the long … [Read more...]

"Bugs" Found In The Scorecards

For anyone whom have requested for the Triple S Scorecard and any participant of the Sharing Session with T.U.B, you will be receiving some "spam" from me. This is because, after conducting the 2nd Sharing Session with T.U.B, I have gotten feedback that the dividend payout criteria was hard and subjective to input. Thus, I have made amendments to the Enhanced Triple S Scorecard. Instead of … [Read more...]

The Search For Dividend Stocks

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I have started on my research on past stock data - in order to find the criteria to "sniff" out the Dividend Stocks. I am not talking about REITs or Business Trust or even Blue Chips. I am talking about finding the pennies that can give you hopefully at least 5% of dividend yield every year. My initial research shows: A company that constantly gives out 5% of dividend yield, most … [Read more...]

Why Enhanced Triple S Scorecard has no ROE Criteria?

During the 1st and 2nd Sharing Session with T.U.B, the participants had always asked "Why Enhanced Triple S Scorecard has no ROE Criteria?" ROE = Return On Equity. Although I had written about this point before, but I realized it was a wrong conclusion. After thinking for a long time, I came up with a few reasons: 1. Earnings are manipulated. ROE requires to include earnings as the … [Read more...]

The Future of T.U.B Investing

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Sorry for the late post as I have been busy with work. 2nd Sharing Session with T.U.B has just been completed last Saturday and it has been fruitful, even for myself. At the end of each session, I always update the attendees with what T.U.B Investing intends to do in future. So now, I guess it is time for me to update the readers as well. 1. Blogging, Blogging, Blogging. Yes. Despite the … [Read more...]

Reflections After Watching "Money Monster"

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I watched the movie “Money Monster” last Saturday. Other than it being a damn good movie, it also relates to investing on numerous occasion, especially an investor’s mindset. I will try to recall the scenes while it is still fresh in my head and explain how it relates back to my mindset of investing. SPOILERS AHEAD! Do note that I have already forgotten what are the characters’ name and the … [Read more...]

Sing Holdings Limited – A Review of Latest Financials

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After posting on Sing Holdings Limited recently, the company released its latest quarterly financials on 12 August 2016. As usual, I did my analysis using the Enhanced Triple S Scorecard and here are the results: Yes, it is still a Enhanced Triple S Scorecard Stock, but... After looking at the financials within such a short period, you will notice the differences in the financials. So … [Read more...]

Sing Holdings Limited – Property Developer That Pass Enhanced Triple S Scorecard

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This is really an interesting stock. I shall not be "naggy" and start straight away. Profile in Short Founded in 1964, Sing Holdings Limited and its subsidiaries (the “Group”) is a property development and investment group listed on the Mainboard of the Singapore Exchange. Some of the Group’s recent developments include residential projects such as BelleRive in Bukit Timah area, The … [Read more...]

2nd Sharing Session with T.U.B

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With the positive feedback received from the participants of the "1st Sharing Session with T.U.B", I have decided to conduct the “2nd Sharing Session with T.U.B” to help you to choose good fundamental stocks for the future. I will be showing the participants my Enhanced Triple S Scorecard method which is quite different from other methods and looks at picking good fundamental stocks for the … [Read more...]

Ellipsiz Ltd – A Review of Full Year 2016 Financials

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Not long ago, I wrote about a low-ball offer by the substantial shareholder, Bevrian Pte Ltd. Recently, the company released its full year unaudited financial report on 2 August 2016. Based on its new financial report, I did a review of Enhanced Triple S Scorecard (Based on Share Price of $0.375): The new fiancial numbers in 2016 Full Year Financial Report still passed the Enhanced Triple … [Read more...]

Another Lesson Learnt From Deep Value Investing – Krisenergy Ltd

After reading about Investment Moats latest post on Swiber Holding Ltd and his comments on Deep Value Contrarian Investing, I made a comment: "Hi If an investor is using Deep Value Contrarian style (like me sometimes), he must be able to understand it is “HIGH RISK, high return” – note the capital letters. He must also have experience, able to endure the ups and DOWNS (mostly downs) and … [Read more...]

Have You Sold?

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No, you didn't? Then did you buy? After reading what B wrote, I decided to write a post of my recent actions to emphasize some of the views he had about the recent situation. To start off, I believe this current rise in share prices are temporary and this is a time to SELL rather than BUY. In addition, I also tried to re-balanced my portfolio and clear off some dead wood. This is an … [Read more...]

NSL Ltd – Prefab and Precast Steel Supplier

One of the participant of the 1st Sharing Session with T.U.B asked: " With so many steel companies in your portfolio, why haven't you considered NSL Ltd?" Thus, I decided to take a look at the financials of NSL Ltd. Profile In Short NSL Ltd, through its subsidiaries, manufactures and sells building and refractory materials, and road stones in the Asia Pacific. It operates through Precast … [Read more...]

TTJ Holdings Ltd – Non-Renewal Of Tenancy For Foreign Workers Dormitory

On 20 July 2016, TTJ Holdings Ltd has announced that "BCA has not granted the Group’s application for a renewal for a further term of the tenancy for the Terusan Dormitory. Currently, the Terusan Dormitory houses approximately 5,300 workers and is the only workers dormitory operated by the Group. The Board also wishes to inform shareholders that the Group has been successful in securing the … [Read more...]

1st Sharing Session With T.U.B is a Success!

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We have successfully conducted our 1st Sharing Session with T.U.B! Being the coordinator, I have also learn a lot from the audience as well. Being a small group, friendship was also established during the session. Feedback has been positive so far and everyone seem to walk away with something learnt that day. Yup, that's me talking. Thus far, I have been thinking and these pointers … [Read more...]

The Value Portfolio – Recent Actions and Views – Post 9

It has been some time since I did an update on my portfolio (the last one was in April). Over the time, I have already made numerous sale and purchases in the Singapore market. This should also be the last time I update my portfolio on T.U.B Investing. In future, I will only review my current portfolio during my sharing session. So if you are interested, do come for the sharing session! (But … [Read more...]

Review Of My Venture Into Deep Value Stocks

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If you remembered, I announced in March that I had ventured into deep value investing. Therefore, this portion of my portfolio is one which I have been actively monitoring as I deem them as “High Risk, High Returns”. With the divestment of Vibrant Group Limited, I like to announce that this is the 2nd successful huge capital gain (above 25%) I had achieved over this short period of time. So … [Read more...]