T.U.B Investing

I am very vexed recently because I needed more money to purchase new value opportunities and also average down my existing holdings. Thus I was trying to find out which counter in my portfolio should I sell in order to recycle my cash. I had some advise on Facebook and InvestingNote platform. The discussion was to look at the opportunity cost. However, with a hybrid approach (that means I actually look at every stock) , I find myself having too many stocks in my watchlist. If I will to test every stock in the watchlist with my Enhanced Triple S Scorecard with Dividend Scorecard Portion, I may take too much time. After thinking for almost a day, I decided to proceed with a "question and answer approach" on my existing holdings and see if there is any counter which I think I am able to sell off. I have currently 24 counters in my portfolio. Therefore, the exercise starts now... Question 1. Which quarter is the next quarterly financial report on? Thi...

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."...

After reading this post  from ValueEdge, it prompt me to write about this 2 stocks of mine. One - an old school value stock. The other - an established business changing its main focus. Sin Ghee Huat Corporation Ltd This is the old school value stock. The company do not have any exciting business - as per SGX - "...engages in the sale and distribution of stainless steel products primarily in Singapore, ASEAN, China, Australia, New Zealand, India, South America, and the Middle East." But its ratios show lots of potential (Current Price: 0.260) Net Current Assets Value: 0.330 per share (26% higher than its current price!) Price to Sale: 0.91 (<1.5) Dividend Yield: 5.77% Debt to Equity: ZERO! Price to Average 10 year Earnings: 7.85 (<10) No Rights Issue EVER! Dividend every year! Pure Play! What's more to ask for? People may argue that this company is a stockist and they are normally a slave to the price of its product. If i...