AEM Holdings (AWX) Revisited

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Introduction AEM has risen 164% in less than 4 months since “My Bull Case For AEM Holdings (AWX)” was published. I have to admit that the rate and extent of the rally exceeded my expectations; which nonetheless is a good thing. I was fortunate in the sense that the general market (STI) started to rally strongly at the start of the year till early April and that the semiconductor industry … [Read more...]

Rickmers Maritime Winds Down. My thoughts on Position Sizing, the True Value of Ships and Prospect Theory

As human beings we tend to be risk seeking(gungho in taking on risks) when we should be risk adverse (afraid of taking risk) and vice versa, often at the wrong time. In the case of Rickmers Maritime, I am not sure which is the case. Rickmers Maritime is a business trust that I wrote about in the past that operates a collection of container ships. They were charter out during the good times … [Read more...]

Cory Diary : Quality of Life

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I often seen posts on best place to retire. Be it daily necessity, bills or health care. One of the primary reason is cost. Frankly I think this people get it all wrong. The Best Place to retire is where Love is. Where friends are. Where Home is. Going to faraway land, cheap and lower standard of hygiene ... that's escapism. Out of no choice. Desperation. Worst still, alone. Sorry if I poke too … [Read more...]

Your Children University Fund. Who pays???

Read? Sending Your Kid To Overseas University Education Real People. Real Story. He has gotten his flat and getting married soon; but he is financially stress as he has supported himself and paid for himself his tertiary education as his father's CPF OA was not enough to pay for his tuition loan after using up for his elder sister's tertiary tuition fee. While his peers are saving money; … [Read more...]

What Happen to Soilbuild REIT 72 Loyang Way

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72 Loyang Way is an integrated facility comprising offices, single-storey production facilities, blasting chamber, dormitory and a jetty with 142 metres of sea frontage. It is one of the asset under Soilbuild REIT’s portfolio. Last year, due to the headwinds in the marine and offshore, oil and gas industry, Technics Offshore Engineering Pte Ltd defaulted on its rent at 72 Loyang Way. Being a … [Read more...]

Self-leadership

Learning to learn is a key part of how we manage our lives on a daily basis. Most of us tend to view learning as academic but it actually can be the way we live our lives. In essential, learning also means making the effort to develop self-leadership and knowing more about the people around you. Recently, I had some really frustrating moments at home and faced challenges in parenting. I had … [Read more...]

ONE SINGAPORE STOCK WHICH YOU MIGHT WANT TO KNOW

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Yesterday, the top 20 volume stocks were again dominated by penny stocks. However, unlike the previous trading session, this time, the top volume stocks made some gains. Singapore stocks markets could however be described as choppy. In this kind of stocks markets environment, investors might want to invest in a stock which has a larger margin of “safety” (in terms of capital preservation). An … [Read more...]

Add Nikko AM REIT ETF to Maybank KE MIP

It’s the end of the work week and the weekend is here! Going to be a busy one as we will be catching up with some ex-colleagues and friends over lunches and dinners. We are thinking of watching The Fate of the Furious, which if you are not familiar with, is the 8th instalment of The Fast and the Furious franchise. My wife still reckons it’s crazy that I have watched all of the first 7 instalments … [Read more...]

Review of Singapore’s Construction Sector – Part 1

Dear Readers, I am continuing my search for, what Warren Buffett will have exclaimed – the next “wonderful company at only fair prices”. Therefore, to search for this company, I decided to try searching within the construction industry. The interest in construction industry was triggered due to a few reasons such as: This video via Flyinpeach – Singapore continuous infrastructure … [Read more...]

Why join the Supplementary Retirement Scheme?

Hi AK: I just like to share one of my view on SRS account. When I first decided to contribute to SRS, it was mainly to reduce my income tax. However, I realize that a lot of people between 55 to 65 years old have to work because their CPF is not enough for them to stop work before the CPF life pay out at age 65. This is assuming that CPF is their only retirement fund. By contributing … [Read more...]

My JD aftermath #1 : Was it worth it ?

Ok, I've got sometime to blog before I head to Bangkok over the weekend for some serious shopping and eating. A couple of days after my last paper, some headhunters have started talking to me and I had a serious chance to ask myself what would be my desired price tag to postpone my legal ambitions. I have since calculated a number and have gotten back to them and they still seem … [Read more...]

It’s Not Impossible To Build An Emergency Fund

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  We all know that we need to save for that rainy day, and many Singaporeans have had cultivated some form of practice of saving money starting from their very first piggy bank. However, as more life options and commitments enter the picture, the concept of the emergency fund can start to get a little muddled. Just how much should we save, how do we go about it, and where can we best … [Read more...]

Top 25 SINGAPORE STOCK PICKS

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RHB Research Institute has unveiled 25 stock picks at a launch of its 7th edition of its “25 Jewels” books. So investors must be wondering what are these 25 Singapore stocks which made it to the Jewels list? But before we get to that, just to share healthcare, semiconductor company stocks are looking attractive this year according to the book. As for the full list of the stocks picks, I do not … [Read more...]

凤凰传媒已跌落谷底你敢贪婪吗?

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笆菲特的投资名言 “当别人恐惧时你要贪婪”。懂的人很多,但能做到的人太少。知易行难,为什么我们了解这个道理但就是做不到,因为这就是人性。当股价在过去几年跌跌不休,当每个人都对它失去希望,试着想想你会投资它吗?当每个投资人都对它产生恐惧而离它而去时你能贪婪得起来吗?大多数人的答案都是否定的。原因有很多,我例出几个我知道的主要原因: 多数投资人都是追随者,沒有自己的判断,所以当大多数人都不敢投资它时,我们也不会跟随。 对于比较有经验的投资者,它们通常都对趋势和技术指标有了解。所以当一支股票己经在下跌的通道,它们是不会投资的。 当股票跌跌不休时,肯定是有坏消息或业绩不好。那也没有足够的理由让投资者买入。 当大多数人因技术面和基本面都不看好的时间,肯定就不会投资它。那股价就会继续往下跌,变成恶性循环长时间住下跌。 如何做到 … [Read more...]

What Does Socially Responsible Investing Really Mean?

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Fair trade products and ethically responsible consumption are probably not strange terms to you.  Many heavyweight companies are increasingly making sure that they engage in socially responsible and fair business practices, including paying producers and their workers a fair and just amount or purchasing raw materials that are obtained from sustainable sources. Socially Responsible Investing … [Read more...]

Kingsmen and Pico – Same Industry, Different Fate

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Kingsmen (SGX:5MZ) and Pico (HKG:0752) are both widely recognized as leaders of Asia Pacific's corporate and events marketing field. However, these 2 firms have experienced vastly different fate in recent years. Pico Up, Kingsmen Down   Source: FT Markets Fundamentally, Pico has reported increased yearly net income since 2013. In contrast, Kingsmen's income has been … [Read more...]

WILL THIS HIGHLY RECOMMENDED STOCK CONTINUE TO RALLY?

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RHB Research Institute has released a list of its top 25 recommended small-cap stocks. And I am happy that one of the stocks which I am bullish about and which I have shared with all readers long before the RHB recommendation have made it to the list. What is this stock? This stock is none other than Moya Holdings Asia. To read more about my post, please click the link here  . RHB Research’s … [Read more...]

Is property a good investment in times of war?

The Easter weekend was filled with tensions. It started with Donald Trump using Afghanistan as a testing ground for the Mother Of All Bombs and killed 96 Islamic State militants. This was followed by a failed missile launch by North Korea on Sunday. US Vice-President Mike Pence warned that ‘the era of strategic patience is over’. Suddenly, everyone is on their toes. A war sounds … [Read more...]

Fly to London for $400+ (all inclusive) on Norwegian Air!

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Saw this on the news today and I was thinking to myself that this is too good a deal to miss, and it'll be a crime not to share!   A return trip to London typically costs about $1000, so this sounded a little too good to be true and I decided to check it out for myself.   Since the flights by Norwegian would only commence in September, I tried looking at the November - December fare … [Read more...]

DIY Budget Trip to Cinque Terre

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Seeing how the local tours (in Florence, which was my anchor city for this trip) were charging over 100 euros per person for a tour to Cinque Terre, we decided to DIY our own in order to cut down on costs! In doing so, we managed to spend only 1/3 of what we would have originally spent if we went with the tour group! Here's how we did it: - Purchase a train ticket to La Spezia (we used … [Read more...]