Author: The Fifth Person

8 Quick Things I Learned from Wilmar’s AGM 2015

Kuok Khoon Hong, CEO of Wilmar, is expecting better results this year and he believes that Wilmar is going to pay big dividends one day. Why does he thinks so? “I have a lot of money in this company. If the investments [referring to ventures in Africa] were very risky, I wouldn’t go in at the first place.”   As Kuok answered minority shareholder’s concern on expansion into Africa, he continued, “I can’t see the whole of Africa going down and even if it does, we can afford the risk. It is one continent we have one big advantage...

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3 Great Companies I Found on Scuttlebutt While I Was in Thailand: BreadTalk

This article is Part 3 of the three-part series — 3 Great Companies I Found on Scuttlebutt While I was in Thailand. You can read Part 1 and Part 2 here. An article by The Fifth Person previously mentioned that Thailand will be BreadTalk’s third key growth market of growth, after Singapore and China. It took nine years to open 19 BreadTalk bakeries and Toast Box outlets in Thailand. With its joint venture with Minor Group, BreadTalk’s expects to open 60-100 new outlets in the next ten years in Thailand from 2015 onwards. As an investor, we are always eager to match what...

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Nepal: One Month Later

The Fifth Person made a donation to the International Medical Corps when the first devastating earthquake hit Nepal a month ago. They recently emailed us and shared a video of how the International Medical Corps has been helping with the crisis there. International Medical Corps has been on the ground from day one, delivering lifesaving care to survivors in some of the country’s most remote areas, in some cases using helicopters or travelling on foot to reach them. And it’s people like you who made it happen. Please take a moment to watch this video to find out more about what your support has...

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Ray Dalio: Investment Legend

After the media obsession with Warren Buffett, it is time to turn our attention to noted billionaire investor Ray Dalio of Bridgewater Associates. Ray predicted the 2007 Credit Crunch and has earned the respect of both the public and private sector. His “beautiful deleveraging” theory helped in the subsequent economic recovery. Ray advanced his advice of humility when making financial decisions and also his opinion that the Fed should not rise interest rates this year. Warren Buffett and his company, Berkshire Hathaway, are well-known icons in the world of investing and even to the general public. It is a...

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3 Great Companies I Found on Scuttlebutt While I Was in Thailand: Major Cineplex

Photo: Hua Hin Paradise City This article is Part 2 of the three-part series — 3 Great Companies I Found on Scuttlebutt While I was in Thailand. You can read Part 1 here. What’s a vacation in Bangkok like if you don’t visit the city’s busiest shopping district and its famous crown jewel, Siam Paragon mall? I was there various times to (window) shop, dine, and watch a movie. While there are a plethora of brands and shops in the mall, I noticed the cinema was run by Major Cineplex Group (SET: MAJOR). Major Cineplex Group is Thailand’s leading lifestyle...

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Dividend Machines All-Access Workshop – 23 May 2015

Are you looking for a formula that can consistently pick out the best companies to invest in and make you a LOT of money in the stock market? If you are, then this might finally be the answer you’ve been looking for. Because this is the same exact formula we used to create 7-figure results in a single stock portfolio – and we did it in just two years. Find out what this formula is right here. Do you think that it’s nearly impossible to double or triple your investment in blue-chip stocks? If you want the stability and...

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REITs Symposium 2015 – 23 May 2015

The Fifth Person was at REITs Symposium 2015 where Rusmin Ang shared the stage with the leading REITs in Singapore to address a 1,500-strong crowd on how to analyze and identify the best REITs to invest in to maximize your returns and dividend income. Many of the top REITs and REIT managers graced the mega-event including: CapitalMall CapitalCommercial SPH REIT Keppel REIT Suntec REIT Mapletree Commercial Mapletree Logistics Mapletree Industrial Mapletree Greater China Trust Fortune REIT Cache Logistics Trust AIMS AMP Capital Ascendas REIT Viva iTrust ARA Asset Management Singapore REITs Symposium is a 1-day open event aimed at helping investors to...

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3 Great Companies I Found on Scuttlebutt While I Was in Thailand: BTS

Philip Fisher was one of most influential investors of all time. The man and his book, Common Stocks and Uncommon Profits, had a major impact on Warren Buffett’s line of thinking and investment philosophy. Philip Fisher also believed in what he called ‘scuttlebutt’. Scuttlebutt in slang means rumor or gossip. In Fisher’s case, scuttlebutt was an approach which involves seeking information about a business through the grapevine. By speaking to management, customers, suppliers, employees, etc., an investor can find out crucial facts about a company that numbers and pure quantitative analysis can’t. So six months since I had my...

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8 Quick Things I Learned from StarHub’s AGM 2015

The GushCloud marketing scandal went viral recently when Singapore’s largest telecommunications company, Singtel, engaged GushCloud and its bloggers to post negative publicity on social media about its competitors M1 and StarHub. GushCloud and Singtel have since made a public apology. StarHub and M1 accepted the apology after Singtel dismissed the employee responsible for the unethical and dubious marketing campaign. So has StarHub suffered any brand damage after this incident? According to the management, they don’t think so. In fact, Singtel shot themselves in the foot and was the one who suffered the greater brand damage. Because of the saga,...

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Ride on Smart Nation Technology for Growth in Your Investment Portfolio

Graphic: The Straits Times Singapore is at the forefront of an technological revolution with the Smart Nation launch as announced by PM Lee Hsien Loong last November IDA followed up with concrete pilot plans such as HetNet in Jurong and driverless vehicles in Sentosa in April this year Local telcos would benefit from higher mobile usage as Smart Nation gains traction and firms produce new products to facilitate this transformation We can ride on this financially by investing in companies that progress with the growth of Smart Nation The best investment decisions sometimes come from riding the next big...

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7 Quick Things I Learned From NeraTel’s AGM 2015

Payment solutions is a growing business segment for NeraTel. The segment generates consistent, recurrent income and could see it become the company’s “crown jewel” in the near future. One worry among investors though is the introduction of Apple Pay and how it may affect NeraTel’s payment solutions business in the near future. With that in mind, I decided to attend NeraTel’s AGM this year to find out more about this possible disruption and whether it could hurt their payment solutions business. So here are… 7 Quick Things I Learned From NeraTel’s AGM 2015: The payment solutions segment has lower...

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This Video Will Show You Why The Rich Always Get Richer… And What You Can Do About It

Singapore already has one of the highest Gini coefficients among developed countries in the world at 0.478. The Gini measures how income is distributed in a society. A score of 1 implies perfect inequality while a score of 0 implies perfect equality. Like the video shows you, the gap between the rich and the rest is only going to get wider and wider — and the only way you can close the gap is to invest. Do you want to receive stable, passive income from your investments year after year like clockwork? Then discover the *8* steps to create...

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5 Reasons Why I Love Keppel Corp as an Investment as Oil Prices Turn Around

Turnaround in energy prices in 2015 and investment opportunities to present itself Keppel Corp is a resilient, premier Singapore oil and gas company poised to tap into the regional thirst for energy during this turnaround Keppel would be able to leverage on its stellar reputation and Singapore’s status as an Asian oil hub for sustained growth in the future Keppel’s list of all-star major shareholders should anchor confidence in investors There is always a major macroeconomic theme for every period of time and we can utilize that to boost our investment returns. This is because if we get it...

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Dividend Machines All-Access Workshop – 3 May 2015

Are you looking for a formula that can consistently pick out the best companies to invest in and make you a LOT of money in the stock market? If you are, then this might finally be the answer you’ve been looking for. Because this is the same exact formula we used to create 7-figure results in a single stock portfolio – and we did it in just two years. Find out what this formula is right here. Do you think that it’s nearly impossible to double or triple your investment in blue-chip stocks? If you want the stability and...

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Dividend Machines All-Access Workshop – 2 May 2015

Do you want to receive stable, passive income from your investments year after year like clockwork? Then discover the *8* steps to create your own ‘Dividend Machines’ and build multiple streams of passive income from dividend stocks and REITs. Build your own dividend machines now Are you looking for a formula that can consistently pick out the best companies to invest in and make you a LOT of money in the stock market? If you are, then this might finally be the answer you’ve been looking for. Because this is the same exact formula we used to create 7-figure...

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