T.U.B Investing

As stated previously, I wanted to write about this Singapore civil construction firm that is almost a net-net firm, which I currently already owned. Although it is in a very unpopular industry that is deem to be low margin, but there are a lot of positive for the company going on right now! The reasons are as follows: 1. A Profitable Company with its Market Cap is below its Net Current Asset Value. This meant that its current asset is able to cover all its liabilities and is still very close to its share price! In addition, the company is profitable with no debt. Balance Sheet taken from its latest HY report 2. Almost S$1 bn of order book right now! The company was recently awarded 2 civil construction contracts that bought their order book to almost S$1 bn! Civil construction projects maybe deem to have low margins. However, this order book should be seen as a positive tailwind given the company is an experienced civil contractor and these projects are tied to the Singapore Government...

Updated on 20 May 2017: I should have updated this earlier. I have actually sold off all of BBR Holdings Ltd on 16 May 2017. The main reason is due to my rebalancing of my portfolio. This is one of the counters that I had already made about 20% gain, so it seems to be good to liquidate at that point in time. The selling has nothing to do with the financials or fundamentals of the company.  Before I start, I like to apologize for the lack of post and updates on my TUB Investing Facebook Page and InvestingNote . This was because of my new role at work (I think I stated this before) and I was overseas recently. In addition, I will be on reservist soon. So the lack of updates will most probably continue. As per the title of this post, many of my small and mid caps has just released their most recent quarterly results (6 of them were released on 12 May!).  However, due to the lack of time, rather than a long lengthy analysis on each counter, I will be reviewing and commenti...

Sorry for the prolong in-activeness of this blog as I was preparing my overseas trip and then I went overseas. Anyway after being back only for a few days, I already have a lot of topics on my mind, So here is the first topic... which relates back to my previous post - about enhancing my Triple S Scorecard. After posting on the topic, people were asking me "How did the Triple S Scorecard stocks performed for the past 1 year?" Thus, I decided to do a short summary on the stocks in my portfolio that pass the Triple S Scorecard previously and how it performed. Do note that not all the stocks in my portfolio are based on Triple S Scorecard criteria - Some are blue chips, some are dividend based stocks, while others could be deep-value investing stocks. Here are the 7 stocks in my portfolio that pass the Triple S Scorecard: *Do note that these stocks may not be bought exactly 1 year ago, but these stocks are bought because it passed the Triple S Scorecard since the sc...