Investing will lose money?

Last Wednesday, I overheard a conversation  that the superior was discussing the subordinate that investing will lose money. When someone that was expected to be respected, pass some "stereotype" information to those that looks up to him, it really makes me boils being an investor and trying my best to spread what I knew. In my opinion, this was a very wrong way of passing information and it … [Read more...]

The Value Portfolio – Recent Actions and Views – Post 3

Just Short Update on My Portfolio: 1) ISDN Holding Limited + Post 2 2) Sin Ghee Huat Corporation Limited 3) PNE Industries Limited 4) Chuan Hup Holding Limited 5) LHT Holdings Limited 6) TTJ Holdings Limited 7) Accordia Golf Trust 8) Singapore Telecommunications Limited 9) Sapphire Corporation Limited 10) Macquarie International Infrastructure Fund 11) Suntec Real Estate Inv … [Read more...]

The Effects of Qualifying Certificates Regulation on Bukit Sembawang Estates Limited

Do you know of the Qualifying Certificates Rules set for Developers? When I purchased Bukit Sembawang Estates Limited (Read my previous post), it didn't occur to me that this was a major thing. I heard about it but my overconfidence "stop" me from finding out more. Thus, this was my mistake. Nevertheless, over my course of work, I had to research into this topic and realise THIS IS A BIG … [Read more...]

What is your plan towards achieving your goal?

Someone reminded me today - That I am supposed to have a plan. A plan to work towards my goal. He asked me, "What is my 5 year plan?". I was caught dumbfounded. I realised I had none at this point. As per Benjamin Franklin, If you fail to plan, you are planning to fail! I remember I used to have plans along with a certain goal: After university and getting my first job, I had plans to … [Read more...]

To Teach or Not To Teach?

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Recently stocks have risen for almost 1 week and 1 day and STI has exceeded 3000 points. But with the economy still looking weak, any "special" event may disrupt this rising trend. Thus, I am staying on the sidelines for now. So I have been thinking recently...should I try to teach others on my method of value investing and spread my understanding? As you know, my blog started because I … [Read more...]

The Holy Grail to Unlocking Value in Singapore Stocks

Note 1: This does not only applies for Value Stocks, but also for every other stock in the SGX. Note 2: Although this is written from a value investor perspective but it is still applicable even if you are a trader. As a value investor, capital appreciation is always on my mind - What is the "Holy Grail" that will cause a stock price to rise?  When will a stock unlocks its value, especially … [Read more...]

The "Trans-Pacific Partnership" Effect

This will be just a very short write up. Today (7 Oct) is a green green day as STI recovered more than 2% (In fact it has been rising slowly on 5 Oct and 6 Oct). I deem this to be the Trans-Pacific Partnership (TPP) effect. It is good to read more about TPP: Post 1 Post 2 Post 3 In my opinion, this maybe a short term recovery - it is like a much needed life extension injection to a very ill … [Read more...]

Bukit Sembawang Estates Limited – A Debt-Free Developer

I wanted to wait till later to write this post on Bukit Sembawang Estates Limited (BSE) - as it is only a recent addition to my portfolio. However, after reading the post by Brian's on the developer's ratio and not including BSE in the list, I decided it is my role to update others on the financial health of BSE (Brian, no offence! Just kidding.) Just a quick note before I start off, when I … [Read more...]

My Value Investing Methods

This is a reflection post after reading about their value investing strategy by MyBigFatPurse. This is also for people who want to understand more about my investing methods. I felt that it is a very very good and long write up on their way of value investing. Despite always saying that I am a value investor, it is sad to say I am not like them (Not as hardcore as them). I am much more like … [Read more...]

TTJ Holding Ltd – Fairly Valued?

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Now I shall write about another of my stock holding in the portfolio - another value gem found - TTJ Holding Ltd. Profile in Short TTJ Holdings Ltd is a company that deals with steel structure works and works on various government projects. It also operates one dormitory under the name of Terusan Lodge 1 in Singapore (but it will end in 2017 ~ A Cash Cow Gone!). However I am not worried … [Read more...]