I am now back in our local tiny island after spending a week away from the hustle and bustle of repeated weekly task. Even though the trip was still somewhat related to work and I still had to engage most of the time during the day attending meetings and discussions, and spending time responding emails…
Author: B
Blog Leave – 19 to 23 October (Business Trip to BKK)
I’ll be away on a business trip almost for the whole of next week to BKK, so it’s unlikely that I will post anything on the market, with some of the companies I have reporting their quarterly results along the way. In the meantime, stay safe and vigilant on the earnings results. It might…
Thoughts on Perennial Real Estate 4.65% Bond
My fellow bloggers and good friends LP and AK have both written an excellent article on their blogs explaining their thoughts on the bonds, so I am not going to repeat much of what is in the details. Regular readers would know that I am not a big fan of bonds in general. I previously…
“Oct 15″ – SG Transactions & Portfolio Update”
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. China Merchant Pacific 45,000 0.91 40,950.00 12.0% 2. Vicom 6,000 6.10 36,600.00 11.0% 3. Kingsmen 37,000 0.79 29,230.00 9.0% 4. ST Engineering 5,000 3.16 15,800.00 5.0% 5. Stamford Land 30,000 0.51 15,300.00 5.0% 6. Accordia Golf Trust…
Reducing Activities That Aren’t Important In Your Life
One of the biggest beneficiaries I’ve discovered since becoming a parent is that I have a much greater willingness to pay for time and how I treasure the feeling of togetherness as one. The feeling is mutual for now, though I’m sure as he grows older, he will have time for his own activities and…
Dividend Investing – Revisited
I would like to draw a reference post by GV which I thought he did really well in explaining the truth about dividend investing which many had overlooked. Readers of this blog would know that I am a proponent of cashflow investing which is a subset of dividend investing if you like to see…
A Quick Summary Valuation Guide for Developer Companies
Many developer companies have long endured a depressed valuation for a number of years, due to poor market sentiments from the market and tightening of the government policies. As investors, we know that these developers are currently trading at a significant discount to their book value, a metric which is key to valuing these…
The Psychological Problem of Waiting
Earlier in the month, I wrote an article (here) about how I was going to utilize my funds in a bear downturn market scenarios. Since then, the market has somewhat presented me with an opportunity to add on some of the great counters at a rather attractive price which I excitedly add on into the…
Do You Know Your Reits Well Enough?
I discussed a lot on the Reits sector towards the end of previous year (Click Here) and then updated them again early this year (Click Here), especially on the sensitivity risk towards rising interest rate environment, and thought it is a good time to review the sectors again after some serious correction during the past…
Is The Story of Emergency Funds Overrated?
I recently read an article online about a person who has invested all his funds into the stock market. From his past articles, it appears that he doesn’t keep any funds for emergency purpose and I get the impression that neither does he think he requires them at this moment. He is young, single and…