Shares & Derivatives
Mid-April 2008 Portfolio Summary and Review
By Musicwhiz  •  April 15, 2008
By: musicwhiz The first-half of April 2008 was peppered with news bits from the companies I own, including the release of 1H FY 2008 financials by Ezra Holdings Limited. The fact that Management of these companies is taking a pro-active approach to grow the business is indeed encouraging, and supports my view that such companies will prove to be good long-term strategic investments which are able to grow my money above the inflation rate. As of today, I am still waiting for the Annual Reports of both Swiber and China Fishery. With about two weeks to go before the actual AGM, I will have a lot of reading to do to familiarize myself with the details of each AR. I will usually follow-up with a list of questions and points to discuss with Management on the actual day, as a form of preparation to understand the company’s strategies better. In the second half of April 2008, I will be expecting financial results releases from Suntec REIT and FSL Trust. Below is the summary of my investments and related news as at April 15, 2008 (STI at 3,056.49 points).: Read more...
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By Musicwhiz
Musicwhiz who is in his 30s is educated in accounting and works in the investment line (but not in a bank, financial institution, brokerage or fund house). He has a have a full-time job and investing is his side-line as well as passion. Musicwhiz is a value investor and his technique is derived from the teachings of Warren Buffett, Benjamin Graham and Phil Fisher. He incorporate all aspects of their investing style, and modify his value investing style to the Singapore market.

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