In boxing, switching stances during a fight is a high risk high reward move; it could throw off your opponent, or it could leave you vulnerable. Just like my style of investing, recently I've felt like I've switch from searching for "cream of the crop" and resilient value stocks to a more deep value one. … Continue reading Switching Stances
Category: Thoughts
Trick or Treat! – October 19 Review
Another busy month for me. Overall, not a very smooth month for me. hit a couple of snags at work. Sub-contractors facing cash flow problems and my company have to bail them out a few times. We are still trying very hard to tender for new projects but the construction landscape is so competitive now, … Continue reading Trick or Treat! – October 19 Review
Three Times Lucky
I shorted 3 stocks in a matter of 2 weeks. I ended up with profits for all 3 trades. But I gotta admit, I was lucky that my short trades were successful as there were other factors that had a hand in the tanking of share price. My lack of in-depth research due to FOMO … Continue reading Three Times Lucky
Second Thoughts
Last Friday, US and China trade negotiators have met for the 13th time since the US imposed trade tariffs on China. The markets were initially buoyed by the news of a "love fest" between the two nations and commodity prices like soybean and cotton soared. However, the more I read into the "trade deal" and … Continue reading Second Thoughts
September 19 Review – Big Win for REITs
September came and flew past. Events, both life and work, stacked up so closely that everything seemed to happen so fast. I had my 2 weeks reservist and it felt like a much needed vacation. The low point is when I had to fork out $2k for my car repair cost and my root canal … Continue reading September 19 Review – Big Win for REITs
The Difference Between a Good Investor and a Great Investor
Anyone can be an investor. Select a strategy, approach, strategy or model and put in your money to create your portfolio. Depending on the performance, you may get returns that beat whatever index you bench-marked your portfolio against and be considered a "good" investor. But what does it takes to be elevated into "great" status … Continue reading The Difference Between a Good Investor and a Great Investor
So Long, August
Today marks the end of August 2019 and wow, it has been one of the most volatile month for stocks that I've seen. The direction of the market is overly reliant on presidential tweets and demonstrations in Hong Kong. The biggest news in SGX would probably be the missing Yangzijiang CEO incident, which sparked a … Continue reading So Long, August
How to Catch A Knife
It was 2016, right in the middle of the China liquidity crisis. The poor investment sentiment that time was also aided by low oil prices. DBS (SGX:D05) reported poor financial results, mostly due to provisions made for loans to O&G companies. Everyone got worried that another financial crisis is here again. The stock price has … Continue reading How to Catch A Knife
Math is the Simple Part
Last week, we had a little drama in Singapore's investing landscape when Yangzijiang Shipbuilding(SGX:BS6) plunged more than 20% from $1.29 to hit a 2.5 year low at $0.86. It has then recovered to about $1.01 currently. For more info, you can click on the link below; https://www.businesstimes.com.sg/companies-markets/yangzijiang-hits-rough-waters-amid-beijings-probe-into-individual-linked-to-firm It has stirred up tons of discussions among … Continue reading Math is the Simple Part
Nobody Likes Losing
So the recent dip in the markets has a few investors panicking. Some that bought during the run-up in the previous months are starting to see their portfolios going into the red. Most probably, they were thinking if it is a good idea to hold on and average down or just sell. Over the years, … Continue reading Nobody Likes Losing
