Most people think of savings in the traditional way where you keep the leftover of what you have in your bank accounts after spending. But what if I tell you that you could actually save even when you’re spending. Back in the 1950s, Diners club founder Frank Mcnamara first introduced a novel method of paying for purchases to merchants…
Author: B
Is There Light At The End of The Tunnel For SPH (SGX: T39) ?
Following my recent article on Starhub, I’ve received a few inquiries from readers regarding what I think about SPH and if their current valuations are fair. SPH has been a very good dividend payers for many years in the past and is a past time favorite for dividend investors so I can understand if there…
Why I Think Starhub Is Going Down To $1
I took up a pretty substantial short position for Starhub today at a price of $1.35. Starhub Limited is no stranger to most Singaporeans, as we probably use their services one way or another. At the peak of their share price, Starhub was trading at $4.13 back in 2014, but have since seen declining numbers…
Aug 19 – Portfolio & Networth Update
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. HK Land 10,000 US$5.43 74,934.00 15.0% 2. Far East Hospitality Trust 3,000 0.65 1,950.00 0.4% 3. Ho Bee Land 300 2.30 690.00 0.1% 4. Warchest 423,000.00 84.5% Total 500,574.00 100%…
A Relook Back Into The 2016 Bear Case And What I Did To Get The Most Out Of It
The Trade War is escalating. You can feel that coming as investors as you read the news that both Trump and Xi had continuously been playing a game of cat and mouse and it appears there’s no way both could get a mutual agreement that might compromise one another. Last night was a bloodbath as…
Jardine Matheson Holdings (SGX: J36) – Valuations Getting Attractive BUT…..
Jardine Matheson Holdings (SGX: J36) has been on a tear this year, dropping by as much as 23% in 2019, mainly due to the intensifying global trade tension, protests in Hongkong and slowing businesses in particular the auto sales, putting the company as one of the worst performer in the STI index. As a contrarian…
Why I Would Not Consider Ireit Global At Their Current Valuation
Ireit Global is a Reit I used to own in the past due to the strong profiling of their freehold assets in Germany, high dividend yield, low borrowing costs and long WALE with concentrated blue chip tenant profile. You would think that Germany is a strong powerhouse in Europe and they are too big to fail,…
Guest Post – Lessons Learnt From My Temporary Retirement
The following article is a guest post contributed by Simon from Financial Expert. Simon is someone I met on the social media and have chatted with him a few times. We have similar goals in mind with regards to the concept of financial independence and it is probably the reason why we quickly clicked when we…
Recent Action – Vicom Ltd
In my previous post on “How Do You Prepare A Growing Warchest”, I mentioned about how we can accumulate our warchest through a variety of ways. One of the ways to do them is through the accumulation of defensive stocks which tend to be more resilient during period of uncertainties. I was fortunate to have a…
How Do You Prepare A Growing Warchest?
Every three to four years, we revisit the topic issue on the importance to keep a warchest in our portfolio. This comes always on the back of something that is brewing, like the Eurozone crisis in 2011, the oil and China crisis in 2016 and the Trade War and HK protests in 2019. As the…