“I Sell Fried Chicken”

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My previous post about my investor friend was super well received. So much so that I’m reluctant to even link it here anymore. I just dunno if he’d appreciate the sudden publicity. Anyway, I said I’d share about another highly successful individual that I know personally. Incidentally, I recently saw a Bloomberg report about … [Read more...]

LTC Corporation – FY17Q2 Results. Let’s Analyze…

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LTC Corporation just released it’s FY17Q2 results today. Yes, yes, I know I’ve finished analyzing and am writing an update report on LTC… on Valentine’s Day. But I’m married with 2 kids so V-Day is just another day to me, without the fancy dinners and flowers. Just a quick dinner at home, exchange presents (I only paid for the present, didn’t even have to actually buy it…), and it’s back to … [Read more...]

TTI’s Options Strategy – Results Thus Far In 2017

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2017 has been kind to me thus far. Both my large positions in my recent investing ideas came out tops and their share prices exploded significantly. Dutech Holdings is up about 85% since I bought it a year+ ago. I wrote about the company in June 2016, and  most recently updated my thoughts in a comprehensive series. Dutech Holdings Investing Thesis Dutech Holdings – What’s Next? Realize … [Read more...]

“Asia Enterprises Turns Around in FY2016” -Is That So?!

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Seems like people are really interested in what my friends have to say. My last post (Lessons From A Super Investor – A Personal Friend Of TTI) became the most clicked on post here in the short span of 2 days. I said that probably out of the 1,000+ people who will read it, nobody would know who he is. But within the 1st day, 1,700+ people have read it and I get tons of queries about him on IN. … [Read more...]

Lessons From A Super Investor – A Personal Friend Of TTI

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Quick Poll: Don’t google this, but who here has heard of Mr Chua Soon Hock? Yup. I thought so. Nobody. Probably not a single one of the 1000+ or so people who will read this post, knows who this guy is. Not now anyway. He is a personal friend of TTI, and is the most low profile and under-rated super investor I know. (He doesn’t know me as TTI, and neither does he have any knowledge of … [Read more...]

TTI’s Thoughts (Jan 2017) + Sabana REIT & International Healthway Corporation

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Here’s wishing all readers of SG TTI a fantastic CNY and a fruitful year ahead, both financially and in all your endeavors! I’m just back from a trip (again), and feeling as refreshed as ever. Check this out: This is a world heritage site: a massive crater that’s on top of a hill, that looks out to the vast sea. Simply marvelous. See if you can guess where it is. In the past several … [Read more...]

Present From Hock Lian Seng – An Unintended Trade

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“Trade”. That’s a word that you don’t commonly see on SG TTI. Since when am I in the business of trading?! But 2017 has started well for me. Mr Market is unusually generous. This is a company that I’m very familiar with, and I’ve previously wrote several posts about HLS, from accumulation, my thoughts, till my divestment and even post divestment. I’ve previously said I’ll continue … [Read more...]

Dutech Holdings – What Lies Ahead? Part III

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This is a continuation of the earlier posts: Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I) Massive FY16Q4 For Dutech Holdings – Digging Deep To Understand The Impact Of Metric Group Acquisition (Part II) In Part III, I will be sharing mainly on what are the happenings in the industry that would affect Dutech Holdings’ immediate – mid term prospects, as … [Read more...]

Massive FY16Q4 For Dutech Holdings – Digging Deep To Understand The Impact Of Metric Group Acquisition (Part II)

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This is a continuation of my previous post: Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I) Which is in turn a continuation of my initial investing thesis written way back: Dutech Holdings Investing Thesis In this post, I’ll aim to project what goes into Dutech Holdings’ FY16Q4 results, as well as analyze in detail their most recent acquisition. Now, … [Read more...]

Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I)

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Firstly, let me say Happy New Year and a BIG thank you to those who have recently subscribed to SG TTI. There was a sudden surge in subscriptions since my previous post (ThumbTack Investor’s Random Musings – Selling Property, Hand Foot Mouth Disease, Gold, New Blog Links, Advice For Beginners. Yes, It’s Random.) Thanks for supporting good deep value research and content. I promise to continue to … [Read more...]

ThumbTack Investor’s Random Musings – Selling Property, Hand Foot Mouth Disease, Gold, New Blog Links, Advice For Beginners. Yes, It’s Random.

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There hasn’t been any updates on SG TTI for almost 2 weeks, and for good reason. Tons of stuff has been happening that’s keeping me occupied. PROPERTY – I am in the midst of selling a property. Well, not in the midst. More like just started. For privacy reasons, I’m not going to go into specifics, but it is an investment property that I’ve previously stayed in for a few years, then rented out … [Read more...]

Centurion Corporation Investing Thesis Part III

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This is a continuation of: Centurion Corporation Investing Thesis Part I Centurion Corporation Investing Thesis Part II In the comments section of part II, a reader commented that he isn’t so sure about Centurion, and if anything, it’ll be a small punt rather than a core position in a portfolio. That, in a nutshell, describes how I feel too. Currently, at least. Centurion has several … [Read more...]

Centurion Corporation Investing Thesis Part II

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In Part I, Centurion Corporation Investing Thesis Part I, I’ve mainly described Centurion’s industry characteristics, as well as the characteristics of the company. Let’s take a closer look at the financials of the company: Centurion did well growing their topline over the past 4 years, with revenue growing at a steady clip. As of 9M16, Centurion’s revenue has already hit $85.5mil, compared to … [Read more...]

Centurion Corporation Investing Thesis Part I

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Christmas present for readers of SG TTI: I’m sharing my work on Centurion. :) This is a company I’ve researched on for the past 8 mths, and although I’m optimistic about the longer term prospects of Centurion Corp, I currently do not own any position in the company. Background The business model of Centurion is easy to understand: It is primarily a foreign worker dormitory operator (the … [Read more...]

My Current Thoughts On LTC Corporation – FY17Q1 Results

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Firstly, let me start off by making a correction. A reader brought this to my attention some time ago actually, but I haven’t addressed it here yet. In an earlier post I wrote back in May 2016 : LTC Corporation (Part II) I worked out how the acquisition of the 50% stake in USP is an asinine move based on a company net profit of $3.144mil and a purchase price of $24mil, the PE ratio is … [Read more...]

I Did Something Fun As A Kid… And Now It’s Worth 6 Digits!!!

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Oh boy. This is going to be a picture heavy post. And probably the most fun post for me on SG TTI thus far. As a little kid some 25 years ago, I used to collect stuff. There were 3 things that I was really serious about for several years: Currency (Coins & Notes), Stamps and Phonecards. (Yes, phonecards for public pay phones! No, NOT SIM cards!) If you have no idea what are phonecards… … [Read more...]

TTI’s General Portfolio Musings… And Investing Note (The Investing Platform)

I’ve been away for a break (again!) and just returned. There’s a famous Steve Jobs speech that he gave during a commencement ceremony at Stanford: In his speech, the legend spoke of how every morning, he’d ask if the day is his last, would he be doing what he’s about to do for the day. And if the answer is no for a few days in a row, he’d know he had to change something. Well. I think I must … [Read more...]

Why I Divested Libra Group – 3 Red Flags That Should Catch The Attention Of Serious Investors

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I divested all 90,800 shares of Libra Group on the 04/11/2016 at $0.192, recognizing a small profit in the process. Libra was a tiny, non-core holding, and I wasn’t intending to spend time to write about it, but on hindsight, there are some take-home lessons to be gleaned from this. So why did I sell out? Aside from general portfolio management reasons (I’m in the midst of cutting down my … [Read more...]

Boustead Singapore -Boatloads Of Cash. What’s Next?

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I’ve done analyzing the latest earnings results of some of the companies I own, and others that I don’t, but am following. Thus far, most have been within my expectations, with just 1 under performing and a couple out performing my expectations. In my posts, I try not to talk repeatedly about the same company, and instead, try to mix it up. Since it’s been sometime since I wrote about … [Read more...]