As we prepare for the restart of our economy following a 2 month lockdown, Singapore's construction sector is trying to adapt to the "new normal" that needs to be understood but there are a few uncertainties that is creating confusion and uncertainty for the industry. You may refer to the latest media release dated 15 … Continue reading “New Normal” for Singapore’s Construction Sector
TOMI Environmental Solutions (TOMZ) – Explosive Growth Incoming
As the world start to open up after months of lockdown/shelter-in-place/state of emergencies, we realised that the fight against Covid-19 is far from over and we must learn to adapt to the "new normal" lifestyle so as to prevent another surge in cases. So here I am exploring on potential investment opportunities that presents itself … Continue reading TOMI Environmental Solutions (TOMZ) – Explosive Growth Incoming
Throwback Thursday – My First Multi-Bagger
I started investing in 2015. I was attracted to value investing or rather, it made much more sense to me compared to trading or looking at technical charts. The first investment book that I read was "The Manual of Ideas" by John Mihaljevic. https://www.bookdepository.com/Manual-Ideas-John-Mihaljevic/9781118083659 From there, I developed a set of criteria to look for … Continue reading Throwback Thursday – My First Multi-Bagger
Aercap (NYSE:AER) – Will History Repeat Itself?
Aercap is currently facing one of its biggest crisis ever, along with the aviation sector. Investors are pricing the company at bankruptcy as its base case. It is interesting to note that Aercap, like a phoenix, was born out of the ashes of the largest commercial aircraft sales and leasing company which collapse as a … Continue reading Aercap (NYSE:AER) – Will History Repeat Itself?
Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up
Aercap, one of the largest airplane lessor company in the world, has seen its stock price decimated by almsot 60% as the Covid-19 epidemic takes a toll on the air travel and tourism industry. Aercap's is facing the biggest challenge ever faced and priced as if all of their customers, the airline companies, are going … Continue reading Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up
Half Will Be Wrong, The Other Half Lucky
I started working from home this week, after my government finally issued the circuit breaker and stopped all non-essential business. For someone like me who is in the construction industry, working from home is near impossible. I mean, no work on site equals no progress and therefore no revenue. Furthermore, there is only so much … Continue reading Half Will Be Wrong, The Other Half Lucky
Quarterly Review – It’s Bad
Quick update on my portfolio performance, it is probably the worst quarter I have experienced. I got a little too excited during the first few weeks of the downturn and bought too much. As the days turn to weeks, I felt like how the band continued to play when the Titanic was sinking. Depressing What … Continue reading Quarterly Review – It’s Bad
The Other Yellow Metal Part 2: A Coming Supply Crunch
This post is an update on my investment in the uranium space. For my bull case, you may refer to my previous writeup on https://www.drwealth.com/the-other-yellow-metal-why-uranium-could-be-the-trade-of-the-next-decade/ Recap Low Uranium prices since the Fukushima incident has left the producers no choice but to start cutting production by closing mines in an attempt to increase the price. This … Continue reading The Other Yellow Metal Part 2: A Coming Supply Crunch
We Are All Witnesses
This is probably history in the making. The Covid-19 has wrecked havoc all over the world and is causing an economic fallout that until now, I cannot really determine the full impact. Then we have the Saudis clashing with Russia which decimated oil prices that was already losing demand due to the virus. In just … Continue reading We Are All Witnesses
Oil Contango
Contango is a situation where the futures price of a commodity is higher than the spot price. Brent and U.S. crude contracts were deep into contango as oil prices lost as much as a third of their value after Saudi Arabia signalled it would hike output to win market share. The Oil Sell-off Fears of … Continue reading Oil Contango
