T.U.B Investing

This article contains information (except the companies' name) from the 2nd Scorecard Newsletter written on 29 Sep 2018 for my Moat Scorecard subscribers.  For the 2 nd issue of Scorecard Analysis, I like to bring you attention to 2 Tech Powerhouse listed in SGX – Company A  (Coy A) and Company B  (Coy B) . As taken from their website, this was how they describe their business: Company A “We are a precision engineering group which specializes in manufacturing high precision front-end semiconductor components and perform complex electromechanical assembly and final testing services. Included in our core business is the production of modular and integration systems for original semiconductor equipment manufacturers. Aside from semiconductor industry, we also cater to other industries including in electronic, machine tools, aerospace and oil & gas industries.” Company B “Coy B provides handling and test solutions to the most advanced manufactur...

Dear Readers, It has been some time since I wrote my last post. Thus, I will be consolidating many of my thoughts over this time in short articles below in this post. Happy Investors Despite A Bloody Market Picture taken from Moltey Fool STI had went down from over 3100 points to the current 3045 points as of today. Although you still seem to notice people stating that they had exit the market with “many bloody wounds”, but its seem that there are also many people looking forward to this drop. For myself, I basically went through excitement, panic and indifferent in a few days. Since then, I have stayed indifferent to all the market downturn as I felt maybe there are still many people looking to enter the market. On the other hand, my portfolio has since dropped about over 6.5% since 26 Dec 2017. This is almost similar with the drop in STI ETF (including dividend) . In any case, I am still not performing better than the market. But I believe I will get there. Anyway, I ...

For readers who have been reading too much about Fundamental Scorecard website on my blog, such as the IN member below, I have to remind you that this article is again on Fundamental Scorecard website. Screenshot from IN However, for this post, I will explain in detail about the methodology of The Ultimate Scorecard – one of the scorecard database on the Fundamental Scorecard website . This will be useful to those who do not understand the criteria within the scorecard or are not familiar with the numbers. Having created the Value StockScorecard – the very 1st version – in March 2015, I realize I have yet to write in words about my scorecard methodology. Before I start, let me repeat that The Ultimate Scorecard is created based on value investing concepts and contrarian investing methods. So here are the thoughts that created The Ultimate Scorecard: 1. Cash Is King! You Cannot Deny It. In the recent market downturn, did you wish that you should have more cash on h...

With the launch of the Value/Growth seminar and the up-coming database website, I believe many of you will want to hear me discuss  about the new changes in my scorecard – Currently my greatest invention – “The Ultimate Scorecard” . Seriously it is hard and harder to come up with new name for my scorecards, hopefully this will be my final enhancement. Prior to elaborate further on the scorecard, it will be good to note that, in view of my up-coming database website, I will not be distributing any of my old or new scorecards anymore to members or non-members. Lets' get back to the main topic... What has changed in the Super Scorecard to have to rename it the Ultimate Scorecard? 1. Removal of Items in the Super Scorecard Firstly, all the subjective questioning at the start of the scorecard has been removed. This will be eventually be up to individual understanding of the counter.  For example, I used to remove China companies from my analysis....