T.U.B Investing

After the last post on My Random Talks , I got a lot of encouragement, compliments as well as positive comments from readers on IN and also the particular comment below from the blog. Really appreciate all the comments! Comment from My Blog Nevertheless, this was also a time to reflect on how I have been writing my blog posts. I have decided  NOT TO NAME the counters I am writing. Rather than telling readers the company's name directly, I hope readers can focus on the reasons I invested in that counter. I believe this will be more similar to my objective of starting Fundamental Scorecard - to spread the knowledge of fundamental investing. In addition, since I am also promoting the Fundamental Scorecard website subscription, this could be more appropriate. Having said all that, there will definitely be hints along the post on which counter I am talking about. Furthermore, I will still continue to reveal my portfolio every quarter. So look out for them! Moving forward,...

Recently, it seems that more people are "unhappy" with the way I blog. Maybe it is because I appear to be saying 1 thing and doing another. And of course, my promotion of the Fundamental Scorecard.  It is certainly quite hard being a blogger, and trying to satisfy every single reader. Sometimes I wonder if I said too much, and being too honest about everything.  Anyway, FYI, I don't earn big bucks from blogging. I am just trying to share what I found out and to be responsible to what I said. Then again, I am quite happy with how these anonymous are commenting. This meant that my reader outreach have been increasing! Next time, it will be good to put your name. So I can address you directly or even meet up with you. So with the above thoughts, I felt that, might as well, I do not reveal what this next company I intend to talk about.  I will just show you this research I had done. Research on The Company This is solely on 1 quarter of the company...

Since I have been such a supporter of  M1 Ltd in my previous posts, I suppose I should announce that I have sold all my holdings in the company. Nevertheless, due to this action, I had friends questioning if I had become a trader? So HAVE I? Today, I managed to converse with a trader and an investor. They gave me 2 different perspectives that is the exact opposite of each other. Do note that both of them are making money currently. Picture taken from Quora Trader's comment: I have a small capital. Thus, trading is the way for me. Contra trade do not need capital. I only trade blue chips or REITs, and I place a stop loss and target price for every trade, so I wouldn't hold any trade. I do invest, as well, for mid term (2 to 3 months) and long term (6 to 8 months) . Usually I try not to hold a share for too long, unless I feel it has the potential to be a multibagger. The market is very volatile right now, most people will take profits and protect profits. There...

Before I go into the main topic, I will like to clarify some queries on Fundamental Scorecard website . People had asked if Fundamental Scorecard requires users to key in any data?  I like to use this opportunity to clarify that THE ANSWER IS NO! Fundamental Scorecard website's data is already pre-loaded. Eventually each counter will have its own report with the scoring from the pre-loaded data. You do not need to key in any information! Ok...back to the main topic. M1 Limited (aka M1) just released its Q1 report this evening. Basically, revenue and net profit remains flat. But I like to bring reader's attention to the following 2 slides: Revenue Cost of Goods Sold If we compare the revenue between Q1FY2017 and Q1FY2018, Mobile Services had increased from $137M to $141M. Fixed Services had also increased from $28M to $32M. Then if we compare the Cost of Goods Sold (COGS) between Q1FY2017 and Q1FY2018, Fixed Services' COGS remains flat desp...

This article may have came a bit too late. I felt I have to write another article about The Trendlines Group Ltd (Trendlines) after my last post on them, as well as my very bold estimation of Trendlines on IN. Screenshot from IN But since the last post and estimation, Trendlines share price has been on a downtrend on a prolong period. Screenshot from IN I am not sure if the post or estimation have influenced anyone to purchase Trendlines. Nevertheless I still felt that I had to be responsible and thus, I will write out my current thoughts on Trendlines. First of all, I will like you to know that I am still vested in Trendlines (about 2.5% of my portfolio). Why am I still vested? If you had read my previous post on Trendlines, other than point 1*, all the other positive points are still relevant. Some of these points, as elaborated below, have become even more advantageous! *CEOs did not continue to purchase Trendlines and the company also did not made...

Dear Readers and Subscribers, As stated previously, Simple Investor SG (Simple) and I will be continuing our “Ask-Us-Anything” session. But this time round, we will be calling it – Coffee with Us ! Coffee With Us is a meet-up session to promote fundamental investing, especially during these volatile times. By having seasoned investors answer questions you may have, we aim to reduce the initial hurdle of embarking on FA. Everyone interested in investing is welcomed. Coffee With Us Other than having a name change, we will be requesting a small fee of $10. This is because if it is a free session, many people will sign up but eventually will not turn up. In addition, in order to facilitate discussion, we will be limiting to a maximum of 5 person per session only. Unlike the previous sessions, this event will also be more structured. We will be discussing on the following: Basics of Investing Methods of Investing Q&A or Any questions you have Just To Recap ...

I will be talking about my Ex in this post. I used to love her a lot and have written a few articles on her. She is none other than... Bukit Sembawang Estates Limited (aka BSE) . Yeah... I have sold all my holdings in this counter prior to restarting my portfolio on 26 Dec 2017. But it has been in my watchlist since I want to continue to monitor her movement. Taken from getherbackguide.com I realise that BSE share price has been fluctuating and I saw some analyst talk about it recently. Since my view defer from the analyst, I will be revealing why I dump my ex. In fact I stated it in IN previously. Here is the screenshot: Screenshot of IN of My conversation with Zumou80 (From bottom to top) In Short Basically BSE cash is at its lowest now - $226 million as per its latest third quarter report. If it continues to give out $85 million worth of dividend, it will not have enough cash to pay for its recent Enbloc purchases too. I suspect it will e...