T.U.B Investing

2 posts ago, I asked readers to choose a counter, that I bought recently, to review. Many commented on CWX Global Limited, which I believe I had already explained quite significantly in that particular post. Therefore, I was reluctant to write about it. Luckily, someone else commented on M1 Limited (aka M1) and so here we go... If you remembered, I wrote about selling all of M1 and keeping ComfortDelGro Corporation Limited (aka Comfort) in September 2017. As of today, I have sold all of Comfort and have repurchased M1. Within a 2 year period, I made some money on M1 but will have also made losses on Comfort. You must have thought why am I doing this – Selling Comfort when Uberflash has been launched, and when they have already established contact with Uber. The main reason was that I do not like Comfort's deal with Uber - such as where will the money come from? Will there be a lowering of dividend? In my opinion, I don't think the bottom has reached yet and it will st...

This will be a follow up of my previous post as I talk about the sick Blue Chips in my portfolio. After my last review of my portfolio, I kept thinking of what to do with my sick Blue Chips. I believe that I should reduce the number sick Blue Chips in my portfolio. Eventually, it was a decision to keep either ComfortDelGro or M1 . By the time you read this, and as the title suggest, I will have already sold off all my M1 shares. So why did I choose ComfortDelGro over M1? 1. I have Singtel and M1.  Since I already have 2 telecommunication companies in my portfolio, and this industry will be impacted in the future, I decided to just keep 1 of them in my portfolio. 2. ComfortDelGro is a much bigger company! Other than market cap, ComfortDelGro is a much bigger firm than M1. ComfortDelGro owns part of VICOM and SBS Transit. But M1 is just M1. 3. ComfortDelGro has been increasing their dividend, while M1 has been reducing their dividend. 4. The ...

Other than busy with changes in T.U.B Circle and Super Scorecard , I have also gotten my keys to my HDB BTO flat. Thus, these few weeks I will be extremely busy and I apologize for a lack of updates in this blog. But don't worry, as the post on the upgraded scorecard and the post on the new "technology" counter that I invested in will be out soon! Nowadays, market has been stagnant and at times, seems to be on the downtrend. Many of my watchlist counters' prices are at very tempting level for me to enter. But my portfolio is currently already engaged in 4 different "battles"! Battle 1 - Netlink Trust IPO Application This is the first time I tried applying for placement shares. Thus, I have to allocate some cash for this battle. If I am not allocated any placement shares, then I will apply for the public offer. If this was a week earlier, you will hear me saying that I will not be applying for this IPO. However, this IPO seems like it will be ...