T.U.B Investing

Note 1: This does not only applies for Value Stocks, but also for every other stock in the SGX. Note 2: Although this is written from a value investor perspective but it is still applicable even if you are a trader. As a value investor, capital appreciation is always on my mind - What is the "Holy Grail" that will cause a stock price to rise?  When will a stock unlocks its value, especially in the Singapore Stock Market? Some people may disagree with me, but I think value investing is still not popular in Singapore.  Unlike the US Stock Market, people do not recognize these value stock as quickly. In addition, US Stock are more popular/well-known as they are advertised/marketed/broadcast more often. Just imagine - Singapore only has Channel News Asia.  USA has BBC, CNN, CNBC, ABC, Fox and CBS (Noted that some of them may not be a US channel but I just want to emphasize that how much a US stock will be broadcast to the public). I cannot imagine the...

Eastern Holding Ltd is an investing holding firm that engages in publishing and property development activities. It caught my eye over the last few months because of a huge stock price decrease due to a huge one time dividend that was given. Do note that the company did not give out any dividend other than this 1 time dividend. If I remember correctly - the stock has low debt and the net current asset value was close to the stock price. Nevertheless, even after the numerous analysis on the stock, I decided against buying the stock – Mainly due to the fact that I am unable to predict if the company will continue to give out dividend. Anyway Christmas came early for shareholders of Eastern Holding Ltd as its majority shareholders have decide to delist the company at 42.5 cents (18% above the current price). Sadly this is definitely a missed opportunity for me. But as an investor all these years, I have encountered too many missed opportunities in the market (like...

Macquarie International Infrastructure Fund (MIIF) recently announced on 15 May 2015 they will be delisted at 0.0825 per share. As per Business Times , "... The total proceeds to be distributed to shareholders following the proposed divestment are expected to be approximately 8.25 Singapore cents per share..." This is rather sad news for me as I got some of MIIF at $0.085 on 11 May 2015. My argument at that point is 1. Sellers only need to sell an EXPRESSWAY. It is not a factory or machines or product but an expressway that definitely people must use daily. Not much maintenance is required. It is not very hard to sell it unless the China Govt is in the way. 2. RMB is rising upwards. Buyers stand to gain! 3. Macq office only owns 11% at most 15%, if they sell at a price too low, other shareholders can reject to the proposal. 4. More possible gain scenarios that loss situations. Anyway, what is done cannnot be undone. Lesson learnt: Do not get a stock that is ...