In August, I was fiddling with SGX's stock screener when I came across Tat Seng Packaging (TSP). Since I've built a full position on it, I will write about my thought process behind the investment. This is my first investment in a small cap company using my layman analysis. I must say it has been … Continue reading A Hidden Gem: Tat Seng Packaging
Whenever I go through banks' financial statements, I will come across a discussion on non-performing loans or NPLs. This earnings season, I paid a lot of attention to the treatment of NPLs and how it affects a firm's balance sheet. Basically, if banks cannot collect money on some of the loans, they have to write … Continue reading The Investment Portfolio – Q4 2019 and a Big One Time Charge
Since YZJ underwent that big drop in August, I've been paying more attention to its media releases. Since September, I've traded some of the shares to my position when the stock was between $0.90 to $1.10. The last week, YZJ released its 3rd quarter results for 2019 and confirmed my decision to hold on to … Continue reading Yangzijiang Shipbuilding: A review of my margin of safety
Last week, a colleague introduced me to this "sure win trading strategy". He described to me a method that sounds quite similar to my mom's strategy. Interestingly, it is the second time I heard it this month. A classmate mentioned it to me and said he thinks he can make 20% returns a month. When … Continue reading A Sure Lose Trading Strategy
A redditor asked the following question a few weeks back. I quote and rephrase in square brackets People over 35 earning less than 4k, do you ever see yourself earning more than that?If [not for] food delivery or [private hire vehicles (PHVs)], where else can below average folks like us with no IQ, intelligence, [network] … Continue reading Hate your circumstances? What can you do about it?
A recurring theme in investment forums and blogs is the reference to institutional investors as saints when a stock's price rockets and as villains when stock prices fall. You know the institutions as The Big Buyers. The Big Boys. The BBs. You know some of them and read about them on the news. When you … Continue reading Should you Invest with the Big Boys?
With the trade war in full swing, the final stages of Brexit playing out, and the US President's impeachment proceedings underway, the stock market has become extremely volatile. Bank stocks have taken a hammering from the fall in interest rates. One of my key holdings, Yangzijiang shipbuilding, also had its chairman summoned for a corruption … Continue reading The Investment Portfolio – Q3 2019