Author: T.U.B Investing

New Explanation for PE and PB Ratios

So the morale of the Untold Story that I want to portray is that: 1) Please don’t anyhow follow the trend, follow the people, follow the tips; 2) Do your own analysis and make your own decision. I believe if you constantly make your own decision, you will slowly find the right criteria and start making gains! To assist a newbie on making this decision, I suggest using these 2 ratios to see if the particular counter is TOO SIGNIFICANTLY OVERVALUED. 1) PE Ratio  The first ratio is the regular Price to Earning Ratio. It is basically taking the Share...

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The Untold Story Of The Stock Market

Before I start telling you the story, I just like to tell the readers that I am not “forgetting” about the Singapore Stock Market. Although I am starting to look at the U.S. Stock Market, but I will not forget my roots. I will be updating on my Sabana REIT journey soon… So let get back to this “Untold Story”. Disclaimer: This is a work of fiction and any similar event/name/situation are just coincidental. Tom owns some shares of Company A, which was listed. Company A has become a penny stock and no one has traded for a long...

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My 1st Post of 2017

I will just like to apologize for the lack of post for the last 2 weeks. Other than taking the holiday breaks, I am busy learning about US Stock Market. As I have emphasized so many times, I intend to invest in the US Stock Market in the very near future. Many will ask why will I invest in the US Stock Market now, when Dow Jones Index is at all time high? There are 2 reasons. Firstly I want to have some distraction off Singapore Stock Market, I want to be less active in buying and selling in...

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Bye Bye 2016 ~ Welcome 2017!

This shall be the last post for T.U.B Investing in 2016. This blog grew bigger in 2016 and I really appreciate everyone who read and commented. Without you, I will never be where I am today in this blogging journey. To recap, here are some of the interesting things I did in 2016 as the writer of T.U.B Investing: 1. Started a Triple S Scorecard Online Course with Stockflock. This was the initial start of the sharing sessions. Still remember the feeling I had when there were people who are interested in the Online Course. 2. Did an interview...

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My Roller-coaster Ride with Sabana REIT

Before I start, it will be good to note that I am a noob at REIT. I have not come up with a method of how to value REIT. So read this with a pinch of salt… Prior to Sabana REIT recent rights issue, I have always kept a watch on it. Although I always understand how lousy the Sabana REIT management team is, I still feel there is always a price for Sabana REIT. Furthermore, I am always trying to be contrarian. Thus, with Sabana REIT having so many empty units, dividend will shoot up if part of...

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Additional Consideration For The Plan Since Fed Raise Interest Rate

As announced on 15 Dec 2016,  Fed raises interest rate. There was also some indication that it will continue to raise interest rate for 3 times in the year 2017. Do note that “debt” stated in this post below relates to “bank borrowings” and “interest bearing debt”. How will this impacted my plan? For those companies that are significant leveraged, their net profit will be impacted negatively. This will created a downwards pressure on their share price. In the aspect of these companies’ cashflow statement, more cash will also be required to either “pay off the debt” or “pay...

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End Year Review of The Value Portfolio

It has been a long time since I wrote anything on The Value Portfolio. Nevertheless, this should be the final review of The Value Portfolio in 2016. Before that, I will like to state my expectation for the next year – I want to achieve a gain in excess of 10% for The Value Portfolio in 2017. This may not be significant to many, but I consider this to be really tough considering how our economy has been performing. In order to achieve this target of 10% gain, I believe I should focus much more on capital gain rather than...

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"Which Counter Should I Sell?"

I am very vexed recently because I needed more money to purchase new value opportunities and also average down my existing holdings. Thus I was trying to find out which counter in my portfolio should I sell in order to recycle my cash. I had some advise on Facebook and InvestingNote platform. The discussion was to look at the opportunity cost. However, with a hybrid approach (that means I actually look at every stock), I find myself having too many stocks in my watchlist. If I will to test every stock in the watchlist with my Enhanced Triple S...

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Amendment to "I Found A Catalyst In This Company" Post

Do note that there are some inaccuracies from the expected figures stated in the previous post on BBR Holdings (S) Ltd as pointed out by SG Thumbtack Investor. I will be pasting the comments here for easy viewing: In addition to what he commented, I like to emphasize that this analysis is based on the fact that: – Lakelife Executive Condo is fully sold by the 4th Quarter of 2016; – All revenue and net profit from Lakelife Executive Condo is recognised and return as cash to BBR Holdings (S) Ltd immediately; – Loan from Associates of $20 Million,...

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"I Found A Catalyst In This Company"

Update on 6 Dec 2016: Do read the comments on additional information from SG Thumbtack Investor.  I will also be doing an amendment to this post following some inaccurate information I may have placed in the scorecard. Sorry for the inconvenience caused. However, my conclusion stands – there is no turning back! Recently this company caught my eye when someone compared it to TTJ Holdings Ltd on valuebuddies. This comment is by Ksir on valuebuddies After reading the comment, I took a look at its latest financial statements and spotted this specific paragraph; This paragraph amazed me. This is...

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"Something is brewing for this Company…"

There is something happening in this company. The company is Chuan Hup Holding Ltd and the last post I have written about it was a long time ago. Currently I am making paper losses currently. The reason I continue to hold on to it is because: The conservative management – The management has never tried to grow aggressively despite having so much cash, but they are also not worried to take action when required to do so. This is shown in their decision to invest in Australia, way before other companies that just started to make inroads into the...

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Further Analysis to a Straits Time Article

Just saw this article on Straits Times with the headline, “ABSD deadline fast approaching, but developers stay cool”. Thus, I felt that it is good to find out who are the developers of these properties. After all, I do have numerous developers in my portfolio (most probably will do an update on my portfolio soon) and hopefully none of the properties belong to the developers I have. Another reason to list out these developers is to find out who they are and understand what are the various tactics they will take on. These tactics that they take on may...

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"This is the Gem I was talking about"

Previously, I had said that through the InvestingNote platform, I was able to find a gem from one of the thread discussion. I had also talk about this company in another of my previous post. This company is Wheelock Properties (Singapore) Limited. In the past, I was very skeptical about this company as its ultimate shareholder, Wheelock and Company Limited, is located in Hongkong. I had some bad experience of holding listed entities (Top Global Ltd) with overseas parent company before. Thus, I was not ready to take the plunge then. It was after some deep analysis and numerous reading that I decided to invest in this company....

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I Managed To Close All My Positions Using Deep Value Strategy

If you have read about my previous post about changing plans, I have finally did it. I had CLOSED all my positions in my portfolio that was involved in the deep value strategy. I have always emphasize that this is a high risk, high return strategy. However, during such bad times, I came to a realisation that eventually all the stocks in SGX will be in deep value. In that situation, will you rather buy a deep value penny stock or a deep value blue chip? After all, once STI reach lower grounds, blue chip will soon become “blue cheap*”. *Just to digress a bit, some...

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I have been using InvestingNote!

Recently, I have been using InvestingNote actively, much more than Facebook. I was initially very skeptical about InvestingNote, thinking it was just another website/app about stocks flooding with investing/trading courses and news. But how wrong I was? Ever since I started using InvestingNote, I realised I have spent much lesser time on Facebook. It has currently become the most active application on my phone. There are quite a few reasons why I like InvestingNote, but here are 2 reasons and I will leave you to find out the rest. 1. InvestingNote has a great interactive community. I am able to find new...

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