The recent price decline in Vicom has caught my attention. It has fallen from a high of $6.60 to a recent $5.85 and I received queries from a reader whether the stock is a buy at this price. I told the reader who emailed me that I do not give a recommendation, but can provide…
Category: Uncategorized
Starting investment when you are too young – Is it a good thing?
We often hear that starting your investment when you are at a young age is a good thing as it allows more time for compounding to take effect. But this is on the premise that everything else remains constant and time is only the variable factor that is considered. I’ve come across stories of many…
Communicating the philosophy of life to your children
There’s a quote by Warren Buffett that says: “Give your kids enough so that they would feel they can do anything but not too much that they would feel like doing nothing” For those of you who are parents (or becoming parents to be), you would probably agree once you have children, your emphasis on life…
“Sep 14″ – SG Transactions & Portfolio Update”
No. Counters No. of Lots Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. FraserCenter Point Trust 30 1.88 56,400.00 21.0% 2. Vicom 6 6.03 36,180.00 13.0% 3. SembCorp Ind 7 5.20 36,400.00 13.0% 4. China Merchant Pacific 25 0.955 23,8755.00 9.0% 5. SPH 5 4.21 21,050.00 8.0% 6. Ascott Reit…
Recent Action – OUE Ltd
I have been watching out for a few lists of property stocks lately where they are trading at a discount to their book value. This is not surprising given the disappointing market sentiment towards various property curbs we have in Singapore such that companies are holding massive amount of property development in their books, and…
Attended Value Investing Mastery Course – by Bigfatpurse
Coming from a back to back 6 hours examination for Investment Banking and Private Equity I took on Saturday, I attended the course on Value Investing Mastery Course (VIMC) on Sunday organized by Bigfatpurse, made up of Alvin, Louis, Jon and Alex. I need to thank Alvin and the team for inviting me to the…
Understanding a little bit more on debt and gearing
There has been a decent number of going concern recently from fellow bloggers that taking on debt is seen as a no go and some even try to completely avoid them as they are seen as a bad apple. Similarly, the approach these very same people take when it comes to investing is to filter…
Are you prepared for the next equity stock market crash?
First of all, apologies for the lack of postings in the last couple of days as I was busy preparing for both work and school projects due. Being as busy ever, I still kept a look out everyday on the macroeconomic front news to keep up with the latest news on what is happening around…
Jeremy Grantham – Market will crash badly after S&P tops 2,250
The week has been really productive for me as I’ve managed to stay at home and read a few good articles and understand a bit on the valuation theories by various asset fund managers, one of which is Jeremy Grantham whose articles have been published a few times by fellow blogger Drizzt. For those who are…
Reversal Turnaround – B’s incident
If you are a football fan, you would have heard the news that Shinji Kagawa has returned to his previous club Borussia Dortmund after a rather disappointing move to Manchester United that did not quite work out for him. I used to think that was weird because I thought he would have think and agree…