T.U.B Investing

I remember my friend making this remark many years ago. "..I believe that the best stocks are those that nobody has written about it..." At that point, I was looking at Colex and it was trading between 0.150 to 0.155. That night, I went home and checked if anyone had talk about Colex and I found none, at least nothing recent that point. The next day, I told my friend that Colex seems to be such a stock. Thus, he got it the next day (I miss it cause I wanted to get it at a lower price..lower than my friend) . Source: Yahoo Finance Now Colex is at 0.310 and I regretted it badly. Thus, this emphasize on the point that "Unknown" stocks are not bad stocks. They are just not popular enough for people to talk about it. In value investing, it can also be deem as a ugly stock that nobody want to touch or noone cares. But eventually it will be pick up by value investors. It should also be noted that we should not invest solely based on the stock is an ...

After reading this article by Value Edge , it made me think about all the lower perceptions brands in Singapore. While walking along Orchard Road, I came up with a list: 1. Bata (vs Charles & Keith, Pedro) 2. Bossini (vs Giodarno) 3. Giodarno (vs Top Shop) 4. OG (vs Isetan, Takashimaya) 5. City Chain (vs The Hour Glass) 6. Yoshinoya (vs Mcdonalds) 7. Burger King (vs Mcdonalds) Other than looking at the brands, I believe we should also looked into the products. A mass-market product will definitely be better than a niche market product as their target market is bigger (Burger King vs City Chain) - Read Post . Next, we should check if the brand has some sort of popularity in Singapore. A lower perceived brand may not mean it has lower sales (Giodarno and Bata).  If the brand is popular, we should review if these brands have any sort of competitive edge to keep the crowd from coming back (Bata). Cash sales is also better than instalment plans sal...

Last Wednesday, I overheard a conversation  that the superior was discussing the subordinate that investing will lose money. When someone that was expected to be respected, pass some "stereotype" information to those that looks up to him, it really makes me boils being an investor and trying my best to spread what I knew. In my opinion, this was a very wrong way of passing information and it is over-generalization of the stock market. If you do not know how to invest in the stock market, please do not spread your "knowledge" like this. Although there are many instances that people were "cheated" and loss a lot of money, but there are also many famous and successful investors around the world and I am not talking about Warren Buffet or George Soros or Charlie Munger. I am talking about locals such as bloggers like Assi AK , 3Fs , Dividend Warrior and Ken'ichi . All successful in their own ways. There are also courses by Bigfatpurse or The ...

Just Short Update on My Portfolio: 1) ISDN Holding Limited  + Post 2 2) Sin Ghee Huat Corporation Limited 3) PNE Industries Limited 4) Chuan Hup Holding Limited 5) LHT Holdings Limited 6) TTJ Holdings Limited 7) Accordia Golf Trust 8) Singapore Telecommunications Limited 9) Sapphire Corporation Limited 10) Macquarie International Infrastructure Fund 11) Suntec Real Estate Inv Trust 12) Oversea-Chinese Banking Corporation 13) CH Offshore Ltd 14) Maxi-Cash Financial Services Corp Ltd 15) ST Engineering Ltd - Sorry, yet to write anything. 16) Bukit Sembawang Estates Ltd + Post 2 Sold SembCorp Industries Ltd - I decided to sell because I am unsure of the progress of the oil industry (although there are news that it may be stabling soon) and from its recent release of results, the impact is greater than expected. The rise in profit of the utilities and waste management business will not be able to cover any drop in profit sustained from the marine side of business i...

Do you know of the Qualifying Certificates Rules set for Developers? When I purchased Bukit Sembawang Estates Limited ( Read my previous post ), it didn't occur to me that this was a major thing. I heard about it but my overconfidence "stop" me from finding out more. Thus, this was my mistake. Nevertheless, over my course of work, I had to research into this topic and realise THIS IS A BIG ISSUE FOR DEVELOPER COMPANIES LISTED ON SGX! So what is a Qualifying Certificate and its conditions? Any developers with "foreigner" shareholders are required to have a Qualifying Certificate for its developments. Developers solely with Singaporean Shareholders are exempted. Thus, all listed developers are considered to be developer with foreigners and their developments will require a Qualifying Certificate. Developers whom purchase the land from Government (a.k.a Government Land Sales) are also exempted. This is most probably to protect developers whom intent to de...

Someone reminded me today - That I am supposed to have a plan. A plan to work towards my goal. He asked me, "What is my 5 year plan?". I was caught dumbfounded. I realised I had none at this point. As per Benjamin Franklin, If you fail to plan, you are planning to fail! I remember I used to have plans along with a certain goal: After university and getting my first job, I had plans to pay off my university tuition fees (despite a significant low pay). - I cleared them in 1.5 years. After that I had zero saving left. Then I plan to save up for an emergency fund (a low 5 figure sum) and achieved that in the next 2 years. After that I plan to create a sideline (Read here ). Although it was over, but it was a great experience and I was able to survive at least a 2 year run. After that life started to get complicated and I lost track of my plans or even my goal. So today, I will set plans to achieve my goals. It will not be a 5 year plan - too many surprising fac...

Recently stocks have risen for almost 1 week and 1 day and STI has exceeded 3000 points. But with the economy still looking weak, any "special" event may disrupt this rising trend. Thus, I am staying on the sidelines for now. So I have been thinking recently...should I try to teach others on my method of value investing and spread my understanding? As you know, my blog started because I wanted to spread what I have learnt over the last 10 years. The establishment of BigFatPurse, The Fifth Person and Value Investing College has also inspired me to try to teach and spread about my way value investing. Obviously, I may not be as good as them. But I hope I can still contribute - such as; 1. My understanding of Value Investing. 2. My way of Value Investing 3. The Value Stock Scorecard Explanation 4. Other Qualitative Views However, I will still be looking for profit - But it will not be a lot. Thus, after hearing what I say, do you have any comment? If you are...