Buy transactions for May 2017

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Good to know we were still able to make investment purchases for May 2017 despite being away from Singapore half of the month. Automated Investing Maybank Kim Eng Monthly Investment Plan (Maybank KE MIP) Buy 29 units of SPDR STI ETF (ES3 on SGX) at S$3.28 per unit on 8 May 2017 Buy 92 units of Nikko AM REIT ETF (CFA on SGX) at S$1.04 per unit on 8 May 2017 Transaction cost of S$2 POSB … [Read more...]

Figtree Holding – What really matters in a Stock

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Build Industrial and Commercial Facilities | Developments in China & Australia | Projects in Singapore, Malaysia, China Comparison will be done with Green Build Technology (Y06) 1)  IDENTIFICATION OF COMPANIES THAT ARE UNDERVALUED. Price to book ratio : 1.124 (12.4% below fair value) Y06 – 4.391 Price to earning ratio : 6.306 ( Below industry standard – 27.96) Y06 – 24.13 2)  LEARN … [Read more...]

FIVE GOOD SINGAPORE STOCKS

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The recent episode about the southing of Noble Group stock price as well as recent sagas over beleaguered offshore and marine stocks highlight the importance of good fundamentals for listed entities. From all these years of my investing experience, before an investor could even talk about a stock being a growth stock, the investor has to better ensure that the company he or she invests in has … [Read more...]

Guest Post On Haw Par Stock By InvestingNote

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Heartland Boy had previously analyzed Haw Par but could not totally comprehend its valuation as a conglomerate. To err on the side of caution, he decided not to proceed with his investment thesis further. However, the analytics team at InvestingNote did a brilliant report on Haw Par that clearly explained its business models as well as valuation. Therefore, their analysis is reproduced with … [Read more...]

CAN THIS STOCK CONTINUE TO RALLY?

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Moya Asia or more correctly called Moya Holdings Asia has been a star performer on the SGX, rising by more than 300% since Q3 of year 2016. The rapid rise of share price of Moya Asia in the previous week is evident as the stock also made it to the top volume Singapore stocks. I have been sharing lots about this stock of my conviction in this stock before its rally and I continue to believe in the … [Read more...]

TTI Portfolio Review – 25th May 2017 + An Interesting VRX Story

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With the strong performance of STI ETF so far this year, I wanted to do a quick review to see where I stand vs the index this year. Since the last update in March 2017, SG TTI has narrowed the gap from STI ETF, but as yet, is still underperforming STI ETF. The passive index is proving to be a real winner so far this year. Based on XIRR, STI ETF has thus far, including dividends, returned a … [Read more...]

Is Haw Par a golden tiger or a sick cat?

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This is a guest post by the kind folks over at Investingnote. It seems that now they have an in house technical chartist and an analyst as well. Good for them. It's quite a detailed analysis with FA and TA perspective, but this kind of company isn't my cup of tea, LOL. The chart failed to trigger any buys in my system, so yeah, it's good to know about the company and keep it in mind the next time … [Read more...]

5 S-REITs that Underperformed in 1Q17

While there were outperforming REITs for the quarter, there were a number of REITs that failed to put in a decent set of results for the quarter. In the final part of the 1Q17 report card series for REITs, we highlight five REITs that had a quarter they wish they could forget. 1. Frasers Commercial Trust Frasers Commercial Trust delivered an above average quarterly result with the Australian … [Read more...]

NOBLE GROUP STOCK: WHAT INVESTORS NEED TO KNOW?

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Yesterday, Noble Group stock slumped another 28.2% to reach a low of $0.42 per share. This was against the backdrop of downgrade by analyst as well as report of the decision of SinoChem not to invest in the company. In my earlier post, I have shared quite a lengthy post about my experience in Noble Group stock. You can read the article here once again. I had been profitable in Noble Group … [Read more...]

Portfolio Update: May 2017

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I am just back in Singapore after a week long vacation and it’s nice to find out that it’s another “slow and steady” month on the portfolio front. The 15HWW portfolio increased by $6,000 to reach $406,000. The bulk of the increase comes from savings and the organic portion from the growth of the portfolio accounts for less than $2,000.But I am not really complaining since the market has run up a … [Read more...]

Equity Management #13 : How to think about leverage.

We are at Chapter 27 of the book even though this is the 13th installation of the series. For the reader's sanity (and mine), I have skipped over the mathematical components of the book to try to generalise some of the ideas on this blog. Leverage is something I intend to try out over the next few weeks. During my last talk, Maybank was kind enough to sponsor a room for BigScribe which would … [Read more...]

How to Stretch Your Dollar on Groceries with Your Credit Card

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Being a parent of a 1-year-old baby is tough financially and it has made me more eager to stretch every dollar. Here I am going to compare some credit cards to see which will give me the most rewards or rebates. As a family, my main expenses are usually spent on these things: 1) Groceries – Household items, wet wipes, snacks, fresh ingredients to cook at home. 2) Online shopping for groceries – … [Read more...]

#04 – New Zealand Dollar

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Spotted a selling opportunity on NZD/USD Monthly Chart shows clear sign of rejection on the bullish candlestick pull back by breaking its low (Previous month C.S). Overall market channel has been broken off in 2014 and has since been trending bearishly with confirmation in 2015. Spotted trend continuation pattern on the Weekly Chart, as candlestick broke of key price while making progressive … [Read more...]

Why is Forex a market of the Future (Guest Post)

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What forex shortage stands for? For Foreign Exchange, you may know this type of trading also under following names: Forex Trading, Currency Trading, Foreign Exchange Market, or shortly FX. This market is just about buying one currency and selling another currency. So the general task is to buy cheap and sell expensive. FX market is open 24 hours a day, 5 days a week - only weekends are off. Main … [Read more...]

WILL YOU BUY THESE TEN STOCKS NOW?

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These are the ten stocks recommended by UOB in a report dated 17 Apr 2017 and the drivers behind the recommendations. 1) OCBC: target price $11.70 - improvement in non-performing loan and growth in fee income 2) Capitaland: target price $4.30 –exceed estimates due to recognition of gains from the sale of forty-five Nassim units 3) Frasers Logistics & Industrial Trust: target price … [Read more...]

Prospect Business the Proper Way with Investment Quadrant 2.0

My choice of wealth machine is mainly through individual stock prospecting. I don’t call it value investing, growth investing. I am a pugilist learning the art of what generates sustainable positive expected return. What I learn that works is proper portfolio management, risk assessment, business prospecting, valuation, momentum investing. My style is somewhat like this, and it is hard … [Read more...]

The Rise of Robo-Advisors

Financial technology, or fintech, is revolutionising the financial world in terms of processes and services, and one of the products of fintech is the robo-advisory. On the investment front, robo-advisories, or robo-advisors, would help you craft your investment portfolio according to your needs, preferences, and risk profiles. The robo-advisor would then, if you want, automatically maintain your … [Read more...]

How I Research and Select My Stocks

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I've been getting increasing number of queries from readers on emails on how I research and select my stocks. I have to admit that it's extremely difficult to organize your thoughts in that split second and reply to readers in a single email. It's been so natural for me to think about it in real time because I have done it so many times myself unconsciously but to put words into perspectives can … [Read more...]

Collapse of Noble Group share price

It is a battle that Noble Group cannot afford to lose. Today, the company requested for trading halt after it’s share price plunged by 32% following news of credit rating cut by S&P Global. This latest setback came after yesterday’s report that potential white knight, Sinochem Group, was not interested to invest in the embattled commodity trader. The latest blows sent the Noble share price … [Read more...]

Being Smart or Having Luck In Life and Investing

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Is it better to be born lucky or to be born smart? Veteran banker Wee Cho Yaw said that the late former deputy prime minister Goh Keng Swee once told him that it is better to be born lucky than to be smart. This is an abstract from an article on Straits Times which I chanced upon and it really made me think about life. If you did not know, Wee Cho Yaw is the chairman of the United Overseas Bank … [Read more...]