The Value Portfolio - Recent Actions and Views
I’m back. I’ve been too busy at work and have no time to blog. When it’s the time to blog - Everything turned red. Thus, I end up using the time to review my portfolio and the potential companies I can invest in. This time round I will list down all the companies I have a stake in: ISDN Holding Limited Sin Ghee Huat Corporation Limited PNE Industries Limited Chuan Hup Holding Limited LHT Holdings Limited TTJ Holdings Limited Accordia Golf Trust M1 Limited Singapore Telecommunications Limited Sapphire Corporation Limited SEMBCorp Industries Ltd Macquarie International Infrastructure Fund Suntec Real Estate Inv Trust Oversea-Chinese Banking Corporation SATS Ltd CH Offshore Ltd Maxi-Cash Financial Services Corp Ltd (I have been told by many gurus that I am too risky when I realise my holdings in my previous post. Hopefully this revelation will ease their worries. In addition, I will proceed to explain why I invested in each individual companies when