T.U.B Investing

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...

This update is long overdue. PNE Industries Ltd has released their half year financials on 12 May 2016 and their share price rocketed up. Rise In Share Price You can read about my initial write up on PNE Industries Ltd here . Since it was initially a stock that passed the Triple S Scorecard, I also did a review using the latest financials on the Enhanced Triple S Scorecard. The results is as per below: Based on the Enhanced Triple S Scorecard: PNE Industries Ltd passed the Enhanced Triple S Scorecard without much difficulty. Despite my capital gains, I am not still not selling… Passed the Enhanced Triple S Scorecard – If you have been following my posting, you should understand that Enhanced Triple S Scorecard is much more difficult to pass than the initial version. Thus, by passing the enhanced version of the scorecard without much difficulty, this speaks volume of the stock’s balance sheet strength and cash generation ability. Sold their loss-ma...

This article will be reproduced at TTTI as a guest post as well. Firstly, I like to thank TTTI for giving me the privilege to write a guest post for his blog.  After deciding for a long time, I decided to write on my creation – Triple S Scorecard – which is also unique to how I invest. In addition, this comes as a good time as I am reviewing on this scorecard as well. When I started investing in 2009/10 , I had my fair share of mistakes. It was only after reading the book, Value Investing: Tools and Technique for Intelligent Investment by James Moniter, in 2011 that I realize the need for a more consistent value-focus strategy. After reading more books, I came up with a checklist. But it was only in early 2015 that I finalized on a standard group of criteria to be in my checklist. However, I felt that I still need a more systematic and consistent way of investing, especially in Singapore Stocks. So in November 2015, Triple S Scorecard was created. Most of th...

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...

When Japan announced that they are adopting negative interest rate , I decided that a new era has arrived. Imagine lending $100k to expand your business, and after 5 years, you only need to return $100k or maybe slight higher. Cost of borrowing will have really gone down for the corporates and even the savers. Individuals, who are savers, will have to find alternatives to get more return. Stock Market around the world has been very volatile - I really don't know what will happen tomorrow. Instead of doing an analysis individually, I rush through the weekend to finish this - Analyse on the stocks I am interested to invest in and find the target price I should enter for that stock. Do note that minimum input was done and business analysis was put aside. The review was just done on the financials.  And also, a mindset was required for this analysis - "Every stock will have an entry price. It is just a matter of how far it is or how near it is from its current price."...

For the 1st post of 2016, as per what I said in the previous post – to continue with more writing of analysis of companies I owe or shortlist or just “kaypoh”. This will be in line to promote the use of Triple S Scorecard and it will also show the readers how it will help with the analysis of the company. I will also try to track the price changes and update the analysis once the quarter results are out. So today the stock we are talking about is PNE Industries Ltd . (If your mind is thinking WHAT IS THIS? Be prepared for more of such reactions in future. Cause I will try to dig up all the hidden gems in this blog. Stay Tuned for more!) Profile in Short PNE Industries Ltd is a company that manufactures and sells electronic, emergency lighting, and electrical appliances primarily in Europe, Malaysia, Singapore, Indonesia, and the People’s Republic of China through two segments, Contract Manufacturing and Trading. It was incorporated in 1999 and is headquartered in Singapore. ...