Author: The ThumbTack investor

Boustead Singapore Part I

I have had time to update my thoughts after reading Boustead’s FY16Q4 results. Boustead has always been a tough company to fully comprehend, mainly because it’s 3 main divisions (used to be 4, with the water treatment division) are in seemingly different industries with little synergy between them. I do not regularly update or keep track of the average price of my Boustead shares, inclusive of dividends as Boustead is a long term holding, and I have been receiving scrip dividends, which in turn has generated further scrip dividends for me. It’s quite a hassle to update that. I...

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Differences between investing in SGX listed vs US listed companies

I’ve been asked to write about this topic, and whilst I think there isn’t much difference in terms of quantitatively analyzing the companies, there are certainly differences that one must consider when trying to invest in US listed companies. Of course, the differences are also very much dependent on the specific type of company itself. The points below refer to the overall market and of course, involve a lot of generalizations. Here goes: Complexity – US listed companies tend to have much more complex financials to consider. It is a norm for US listed companies to have debt on their balance sheets,...

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CDW Holding Limited

I invested in CDW Holding in March 2015, with an initial investment of 400,000 shares at around $0.18. Since then, the company has distributed generous dividends of 1.2 US cents annually. Which is a nice yield of around 9% or so. CDW Holding is in the business of manufacturing light guide panels which are used mainly in smartphones, laptops and notebook computers. It also has a smaller division manufacturing precision parts for office equipment and electrical appliances. Most recently, it branched out into F&B, acquiring a ramen business in Japan. CDW is what I’d describe as a “unique situation”...

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