Author: Business Investor

My 1st Growth Stock from Nasdaq

I have started to search for growth stock from Nasdaq a few weeks ago. I was particularly zooming my target to Pharmaceutical companies for the following reasons: (1) Pharmaceutical companies tend to have high barriers to entry business, especially in United States due high research and manufacturing startup costs, time to build and maintain functioning capital requirements, brand recognition, and long process of legal requirements with a few cycles of approvals by relevant authorities. (2) Market size of pharmacy industry is very wide and growing. (3) High gross and net profit margins. (4) High operation cash generator. (5) Is...

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Portfolio Value as per March 2019

No of Shares Market Priceper Share(SGD) Total Value(SGD) 1 50,000 $1.19 $59,500.00 2 Best World 15,000 $2.54 $38,100.00 3 Centurion 50,000 $0.415 $20,750.00 4 Innotek 250,000 $0.525 $131,250.00 5 SingMedical 250,000 $0.455 $113,750.00 6 Sunningdale 50,000 $1.370 $68,500.00 7 50,000 $0.610 $30,500.00 8 $38,513.25 TOTAL: $500,863.25 (1) Sold 10,000 shares of Best World @$2.34 per share.(2) Sold 10,000 shares of Sunningdale @$1.51 per share.(3) Bought 50,000 share of Innotek @52cts per share.(4) Injected fresh fund of $10,010 into the portfolio. Capital Injected(SGD) Capital Accumulated(SGD) Dividend Received(SGD) Portfolio Value(SGD) 2010 $2,000.00 — — 2011 $2,000.00 — — 2012 $34,200.00 $36,200.00...

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My system to Best World

Best World shares was halted for about 5 days from Monday 18th Feb and opened for trading again on the following Monday 25th Feb. The reaction of the management in order to respond to a Business Times article written about Best World was the trigger of the trading halt. Best World responded with 15-page response. Since then Best World shares price has dropped from its peak abt $3.33 to about $2.01 in 2 weeks time. Its share price has since stabilized and been up a bit to about $2.55 after Best World said it has appointed Independent reviewer PricewaterhouseCoopers...

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Portfolio Value as per February 2019

No of Shares Market Priceper Share(SGD) Total Value(SGD) 1 50,000 $1.02 $51,000.00 2 Best World 25,000 $3.25 $81,250.00 3 Centurion 50,000 $0.405 $20,250.00 4 Innotek 200,000 $0.475 $95,000.00 5 SingMedical 250,000 $0.445 $111,250.00 6 Sunningdale 60,000 $1.560 $93,600.00 7 50,000 $0.630 $31,500.00 8 $16,375.82 TOTAL: $500,225.82 (1) Bought 10,000 shares of Innotek @46cts per share. My average cost for the second time entry is about 40cts per share. (2) Injected fresh fund of $1,960 into the portfolio. (3) Reporting season for FY is here, so will be a very busy month for...

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Investing is a very tough job

I first got to know about stock market and registered my trading account with Phillip Security in July 2010. At that time i did not know anything about stock market. Two years had passed, i only bought 2 S-chip counters which were recommended by my friend. I did not read any financial reports of the two companies.The first two years i did not really know how to start trading with my own stock selection. There were about 1000 companies in SGX. How could i select which company to buy? There was a time i tried to check on the...

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Am i a Dividend Investor?

I am not a Dividend Investor but will go for Growth Stock for the time being. However, it does not mean that dividend is not an important element in my stock selection. My investment focus are:(1) High growth:      –  good balance sheet      –  companies with annual growth rate > 15%      –  net profit margin > 15%      –  most likely traded at multiple its NAV      –  assets light/intangible assets value to be appreciated over time      –  no dividend or little dividend as profits will be used for growth ...

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Short, Short Term Trading, Contra, Margin, Blue Chip, S Chip – SKIP ALL!

There are many forms of strategy or trading pattern in the market. I used to do short term trading and contra in the past. Some times i lose money, but most of the times i made money. I still remember i made 5 figures from a short term trading of SBI Offshore in the past. I used a catalyst to buy and held for about a month then sold them. But does this kind of strategy suit my personality and is able to deliver a good return for me in a long run? Recently i was very tempted to...

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The Little Book That Still Beats The Market – for my own references….

I just finished “The Little Book That Still Beats The Market” – by Joel Greenblatt (1) Buying a share in a business means you are purchasing a portion (or percentage interest) of that business. You are then entitled to a portion of that business’ future earnings. (2) Figuring out what a business is worth involves estimating how much the business will earn in the future. (3) The earnings from your share of the profits must give you more money that you would receive by placing that same amount of money in a risk-free 10-year U.S government bond (for US...

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Poor Charlie’s Almanack: Investing Principles Checklist

(1) Risk – All investment evaluations should begin by measuring risk, especially reputational: 1. Incorporate an appropriate margin of safety 2. Avoid dealing with people of questionable character 3. Insist upon proper compensation for risk assumed 4. Always beware of inflation and interest rate exposures 5. Avoid big mistakes; shun permanent capital loss (2) Independence – “Only in fairly tales are emperors told they are naked”: 1. Objectivity and rationality require independence of thought 2. Remember that just because other people agree or disagree with you doesn’t make you right or wrong – the only thing that matters is...

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Portfolio Value as per 31 December 2018

No. Counters No of Shares Market Price per Share (SGD) Total Value (SGD) 1 AEM 50,000 $0.825 $41,250.00 2 Best World 25,000 $2.630 $65,750.00 3 Centurion 50,000 $0.415 $20,750.00 4 Innotek 190,000 $0.415 $78,850.00 5 SingMedical 250,000 $0.400 $100,000.00 6 Sunningdale 60,000 $1.440 $86,400.00 7 Tat Seng Packaging 50,000 $0.610 $30,500.00 8 Cash $19,043.50 TOTAL: $442,543.50 (1) Sold 25,000 shares of Best World at $2.43 per share. (2) Bought SingMedical to have the total of 250,000 shares with an average cost of 42.40cents per share. (3) My portfolio has grown from $402,954.15 (as per end December 2017) to $442,543.50....

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Singapore Medical Group (SingMedical)

I bought 112,000 shares of SingMedical at average price of about 43.71cts per share. My projected minimum guaranteed yearly net profit of SingMedical going forward (at least 5 years): (1) Ciputra Eye Indonesia: $60,000. (2) Astra Women Clinic: $4,615.000. (3) Cancer Centre: $2,400.000. (4) Kids Clinic: $2,300.000. (5) Baby & Children Specialist Clinic: $1,000.000. (6) Pheniks: $500,000. ————————————————————————————————- Total: $10,875,000. Below might have some contributions going forward: (1) CHA (Vietnam & Australia market). (2) Novena Radiology & Lifescan Imaging. (3) New dental clinics. What am i buying into SingMedical? (1) SingMedical aims to be a Medical Disruptor in medical...

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Portfolio Value as per October 2018

  No. Counters No of Shares Market Price per Share (SGD) Total Value (SGD) 1 AEM 48,000 $0.820 $39,360.00 2 Best World 50,000 $1.490 $74,500.00 3 Centurion 50,000 $0.435 $21,750.00 4 Innotek 190,000 $0.430 $79,800.00 5 SingMedical 112,000 $0.455 $50,960.00 6 Sunningdale 60,000 $1.510 $90,600.00 7 Tat Seng Packaging 50,000 $0.670 $33,500.00 8 Cash $11,670.27 TOTAL: $402,140.27 (1) I have skipped to post my portfolio value for the month of August & September as there were not much buying/selling …...

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Business Valuation

What is Business Valuation and How do i value the business that i am holding? The fluctuation of my portfolio value from one month to the other has been forcing me to think hard and thoroughly about my valuation method in valuing businesses. Sunningdale’s share price had reached its peak of about $2.40 per share a few months ago and has dropped down to $1.40 per share as per current price (my paper profit has also dropped down by $60k). AEM’share price had reached its peak of about $1.90 per share a few months ago and has dropped down...

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My Investment System Reflection – 2

What kind of Selling Strategy should i implement in my BSPA? Before buying into a company, i should do my homework to read the company’s quarterly & Annual reports to derive my Intrinsic Value of the company for 4 years ahead. How do i do that? (1) I am buying this company for it falls into which category of my Investing? 1. Value Growth? 2. Deep Value? 3. Dividend? (2) Which industry does this company falls into? 1. Food & Beverages? 2. Consumer Products? 3. Manufacturing? 4. Semi-conductor? 5. Information Technology? 6. etc (3) What is the industrial PE...

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My Investment System Reflection – 1

My portfolio value had reached its peak at about $530k mid of April and fell all the way down to about $380k mid of June. It was just 2 months away, my portfolio value had been up and down for 30% in variation. This tells that investing in stock market will never be easy. It involves human emotion: greed, fearful, daring, worry, eagerness, willing and unwilling, and all macro issues around us. As for me, i am doing my best to create a System for my Investment – will call it BSPA. A system that is able to work...

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