Oh boy, the last time I wrote a piece on the issue of warchest (see here) and pacing your buying activities article (see here) was back earlier in the year in Mar and June respectively. Back then, the mood in the market was extremely buoyant and it appears that nothing could stop the market from…
Author: B
Recent Action – CapitaCommercial Trust
I recently added 8,000 shares of CapitaCommercial Trust (CCT) at a price of $1.33 into the portfolio. This is on the back of a great recent fall from the high of $1.94 in recent times to the current low at $1.33. I was looking through closely and waiting for a comfortable price to get in…
Dividend Income Updates – Bridging The Cashflow Dream
The time has come again when we as dividend income investors enjoy the fruit of our labor. This has become one of my favorite section as I am able to enjoy the dividend income received year after year at this very same time as the businesses I am vested in flourish. When they do, these…
Recent Action – Kingsmen Creative (2) & Q2 FY15 Results Thoughts
Kingsmen Creative had recently announced their Q2 FY15 results and I used these opportunities in recent times to average down on the shares after maidenly buying their shares about a month ago (you can view here). I added 21,000 shares at an average price of $0.91 into my existing portfolio during the last couple of…
Vicom Q2 FY15 – Impending Slowdown Coming?
I just wanted to quickly update on the latest announcement for the Q2 results. Nothing surprising in general other than what I have previously discussed which you can view here on the vehicle and non-vehicle segment. Topline growth looks quite evidently and seems to be muted now, after years and years of consistent growth. The management has…
The Power Of Free
It’s been a really fantastic long Jubilee weekend for all of us. For the nation, we celebrate our 50th jubilee year of national independence and it has been a truly remarkable journey for all Singaporeans. The grand celebration at Padang was also an indication that marks the face of the tiny little dot to the…
Financial Independence Isn’t Necessarily All About The Money
The easiest way to begin framing financial independence in your mind is to think of a typical day. I’m not talking about a special day or the week that you took leave from your work, where you might do something only occasionally, but on an average day, one that would categorize your activities once you’ve…
Recent Action – China Merchant Pacific
I made some portfolio reshuffling by partial divesting 29,100 shares of CMPH at a price of $1.02 today. I am still left with 45,000 shares as of writing and they still remain one of the top holdings in my portfolio so the decision to sell was purely due to portfolio balancing than anything else. I…
Is Keppel Corporation Worth The Buy Now?
Keppel Corp and Sembcorp Industries have been one of the main culprit highlights in the recent oil bear scenario, which brings it’s share price down from the recent 5 year high of $11.57 to the low of $7.50. Some readers have asked me whether Keppel is worth a buy at this price and I am…
Developing The 5 Whys Technique In Investing
I came across this technique when I was studying for my MBA last year and has found them to be very useful when it comes to investing. Many times, we as investors, have failed to ask relevant pertinent questions causing the underlying reasons for the companies we are interested or vested in. Even though it…