Previously, I wrote an article on my thought process when selecting stocks in general and how I would deconstruct the required return I need by segregating them into X + Y + Z when putting my thinking cap. If you miss them, you can refer to the article here. Once in a while, I try to dissipate…
Vicom – Q1 FY17 Results & My Thoughts
I used to update Vicom results on my spreadsheet until I got lazy last year after I divested the shares. That’s the problem when you have no vested interest in the company. You started losing track of its progress by simply flipping through the quarterly results but didn’t really track at the numbers. So here…
Passive Income Allows You to Work Smarter, Not Harder
My dad was one of my inspiration that gets me to where I am today. We were taught from young to grow up and become a doctor, lawyer or pilot. I was reading my son’s book the other day and saw the same first few profession being taught and ingrained into his mind. I recalled…
Guest Post – Will QAF Rise Again?
Today, we have the honor of having Calvin from the InvestingNote to analyse for us the business of QAF Limited. QAF is one of the stocks I personally used to own in the past but decided to let it go due to some business difficulties in Australia as far as I can remember Brief background QAF…
8 Signs We Are In A Bullish Environment
Stock market worldwide has been enjoying a good year in 2017 so far and seems like it will trigger investor’s happy come Dec later this year. It is quite clear that we are rather in a bullish environment, at least from the sentiments point of view when we see how stock markets perform globally. I’m…
Staycation @ Hotel Jen Tanglin [Hotel Review]
The long weekend is here and our family was raring for some great activities getaway together. Unfortunately, as our baby boy little Oliver was only 3 months old, we could not plan for a hectic overseas trip. Staycation next came to mind, as we spent our time together at the newly refurbished 4 Star Hotel Jen…
My CPF Nomination Experience
I’ve been wanting to do nomination for my CPF account for a very long time but has always procrastinate on laziness. Last week, when a group of us are chatting about it in the chatgroup, I quickly made a decision to book for an appointment and I went down to the center during lunch hour….
CDLHT – Q1 FY2017 Results & Thoughts
CDLHT announces its Q1 results this morning which was reasonable well received. NPI and DPU are up 6.4% and 9% respectively as a result of higher contribution from the New Zealand due to higher rental variable component that contributes to the stronger performance. Trading conditions in other parts of the market like Singapore, Japan, UK,…
Child Portfolio – “Apr 17 – SG Transactions & Portfolio Update”
We celebrated my elder son 3rd birthday during the weekend and thought I’d do my usual annual update on his portfolio on his birthday. As part of the annual exercise, I’d try to top up his equity position by giving him presents in the form of stock shares, which would help him compound over his…
Micro-Mechanics – DCF Analysis
I bought Micro-Mechanics for 15,000 shares at a share price of 86 cents back in Oct 2016 on the thesis of semi-conductor sector rebound and heading back into the upcycle momentum. The semi-conductor sector is cyclical in nature so it pays off big time if you can predict the bottoming and rebounding of the cycle….