T.U.B Investing

As a blogger, I like to write about my analysis to keep track of what I thought of the counter previously and if the situation have change now. Therefore, I decided to do a general review on all the counters that I wrote in 2017 for this post. I believe I will be able to pick up some factors that I could improve on next year so that I can eventually make more gains! *Do note that I will only be doing a review on counters I wrote a full post on. Those that had more than 1 counters in the post will not be tagged in this review. *Click on the date to refer back to the old posts. Counter 1: Bukit Sembawang Estates Ltd ( 23 Jan 2017 ) This first article in 2017 is a counter I have been vested since 2016. Bukit Sembawang Estates Ltd is a major property giant with a huge land bank. While all the property firms are busy participating in the current en-bloc frenzy, the company do not need to do anything due to its huge land bank. Decisions In 2018 I really like Bukit S...

With another wave of results being released, I will be doing my 2nd review of some of the counters in my portfolio. Read the 1st review here. The Comeback Kid - Singhaiyi Group Ltd -  Full Year 2017 Results [No Review via Super Scorecard] Read here for the past write up of this counter. The reason this counter was name as  'Comeback Kid" because I bought, sold and bought this counter again over the space of 5 months. In January, I purchase this counter in at 97 and sold some of it at 113 within 2 days due to the sudden rise. By mid-Feb, I sold all of the remaining shares of this counter at 135. In April, I decided to repurchase this counter over 3 tranches at 120, 116 and 117. This was because based on my previous write up , I believe there are still many catalysts yet to be realised Thus, I was hoping that during the release of results, the company will be providing some catalyst to push the share price up. However, this did not materialize and the share pric...

Recently, rather than bottom fishing for counters, I decide maybe I can try to find the next counter that has the possibility of doubling in share price within the next 2 years. I had a few good picks in the past, such as PNE Industries Ltd , Hock Lian Seng Holdings Ltd , Ellipsiz Ltd and Captii Ltd , that has gain significantly - doubling or almost doubling in share price over a 2 to 3 years period. One of the counters I come across is Japan Foods Holding Ltd (deem as JF for the remainder of the post below) .  This was a counter I had been eyeing for the longest time. This counter is like the restaurant you never entered before, even though you walk past it everyday and know it serves very good food and has been wanting to try their food. But you just find the price a bit too expensive. In past, I already knew this counter has a great business model with a strong balance sheet. It also gave up great dividends. However, I didn't purchase this counter because its...