Author: T.U.B Investing

The Future of T.U.B Investing

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 setup of the sharing session, I will still make time to write new posts for the readers. This is the birth place of T.U.B Investing and...

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Reflections After Watching "Money Monster"

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 scenes explain below are not very accurate. I am just explaining what I recall from the movie that relates back to my investment mindset. Scene 1 “The intruder explained...

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Sing Holdings Limited – A Review of Latest Financials

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 here are some of the questions and hopefully are the answers I am looking for. Changes In Classification of Current Assets – My view is I am wondering why was there a change in...

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

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 Laurels at Cairnhill, Waterwoods in Punggol and Robin Residences at Robin Drive. The Group also developed industrial and commercial buildings such as BizTech Centre along Aljunied Road, EastGate in the East Coast area and Ocean Towers, an award-winning...

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2nd Sharing Session with T.U.B

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 long term. In addition, with Swiber Limited’s liquidation news which has caused a ripple effect in the Singapore Stock Market, one should understand that in these difficult times, we have to choose good fundamental...

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Ellipsiz Ltd – A Review of Full Year 2016 Financials

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 S Scorecard! Wow…so I am already “In the money”, but I am still not selling because: Increasing Dividend – The company has been increasing its full year dividend amount from 1.8 cents in...

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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 understand financials as well as the business model. He must also be able to exit when something goes wrong. Only by understanding these factors, then should the person go into deep...

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Have You Sold?

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 action-packed 2 months for me. I managed to divest the following holdings during this period and increase my cash position from about 5% to...

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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 and Prefabricated Bathroom Unit (PBU), Dry Mix, Environmental Services, and Engineering divisions. The PBU division manufactures precast concrete components for building and infrastructure; and prefabricated bathroom unit/cabins for ships and buildings and marine...

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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 tender for the management and operation of an existing foreign workers dormitory situated at Upper Jurong Road (the “Jurong Dormitory”). The tenancy for the Jurong Dormitory will be for approximately 3 years commencing on...

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

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 seem to have stuck me: My biggest influence on investing didn’t come from Warren Buffet or Benjamin Graham. It is James Moniter – an Author of various investment books (Focus Behavioural Investing and Value...

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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 never say never… I may just post another update numerous months later!) But don’t worry, I will continue to review interesting stocks (especially if I am...

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Review Of My Venture Into Deep Value Stocks

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 here are the deep value stocks that I have bought and sold since I start deep-value investing (Calculation ignore dividends that I may have collected and transaction fees): Do...

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Divestment Of Vibrant Group Limited And My Afterthoughts

Since I wrote about Vibrant Group Limited 9 days ago, the share price has jumped from $0.350 to $0.430 (as of 11 July 2016)! With my Purchase Price of $0.305, I have decided to divest all of my holdings in Vibrant Group Limited at $0.420. This represent a capital gain of 37.7% over a period of 3 months! Many may criticized me over my decision to sell it off after such a short period as I have been “promoting” myself as a long term investor. Thus, I may be misleading my readers as I am more like a trader...

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Ellipsiz Ltd – A Low Ball Offer From CEO

I just like to give a short update on Ellipsiz Ltd. As of today, there was a low ball offer of $0.380 from the CEO. I have seem low ball offers of my watchlist stock, such as Zagro Asia Ltd, happened before and succeed. But this is my first opportunity of receiving a general offer and I am still excited (even if it is a low ball one). Anyway I have written about Ellipsiz Ltd previously, which you can read about it. So now I have 3 choices: Yes, I will sell. 2. No and I will ignore. 3....

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