Tuesday, December 31, 2013

2013’s parting note to All readers




Today is the last day of year 2013. In a few hours, we will usher in a brand new year. Though in my earlier posts, I have shared with you readers on my review for year 2013 as well as some of my thinking of equities for the coming New Year, I still feel the itch to write on this blog on the final day of the year.

For the final day of the year is always special as this day feels like the cusp into a brand new beginning for all of us. Actually I should not use the word “feel” as this day is really the cusp into a brand new beginning and year for all of us. This is the reasons why many people party on the eve of New Year amidst fireworks in the hope of better things to come for all of us for the coming New Year.

Monday, December 30, 2013

Top Ten Stocks for year 2014: recommended by analysts & my recommended list

I read The Sunday Times article which complies a list of top ten stocks recommended by stock analysts for year 2014. These are the stocks:

1) Reits: CapitaCommercial Trust

2) Offshore & Marine: Ezion, Keppel, Sembcorp Marine and Nam Cheong

3) Banks: DBS

4) Healthcare: Eu Yan Sang

5) Consumer Goods: Osim

6) Commodities: First Resources

7) Hospitality: Genting

Sunday, December 29, 2013

Another Finance Blogger speaks up against being plagiarized !

Following my post yesterday that my contents have been replicated in another blog without my permission, word by word; the owner of “Lady You can be Free” has found that she is in the same shoes as me, her content have been replicated in the same blog above. You can read her post about being plagiarized here.

I am also surprised that the owner of “Lady You can be Free” has also had her contents plagiarised. I wonder how many other financial bloggers may find themselves in the same shoes of being plagiarised like me and the lady owner on that particular blog.

Saturday, December 28, 2013

My blog has been plagiarized!

I was quite shocked to read that some of my articles which I have written with my heart and mind have been replicated in a financial blog called Passive Cashflow Seeker word by word without my permission.You can judge it for yourself: my post of stocks to buy for year 2014 and this is the replication of my post on the other blog.

I am also a regular reader of The Motley Fool Singapore, a financial blog started by the highly-regarded David Kuo. I noticed that some of the posts from Passive Cashflow seeker are identical to the posts in The Motley Fool ("TMF"), a financial blog started by reputable David Kuo:

Compare "CapitaMalls Asias Latest Mega Project" on TMF with this post.

Compare "Four Financial Terms a New Investor must know" on TMF with this post.

Compare "Three Shares that beat the market today" on TMF  with
this post.
 

Friday, December 27, 2013

Of Fried Chickens and Money

This evening, I decided to pamper myself when it comes to dinner. I mean, if you are my regular reader, you would have known that I would try to eat simple food wherever it is possible for health reasons. But not having eaten some meat for quite some time, I decided to give myself a treat by eating some fried chicken. Thus I went to a KFC outlet and ordered a set of two pieces of meat of my choice: one crispy thigh and one original thigh. I was really surprised when I saw that this two-pieces chicken meal set, originally at $6.95 is now $7.70! In percentages term, the price of KFC’s two-pieces chicken meal has increased by 10.8%! I told the cashier matter-of-factly that the chicken set meal has increased in price and the cashier replied coolly that while the chicken set meal has increased in price, other food items has decreased in price. As I am not really hankering for other food items, I was not attentive to what the cashier said. Anyway, I really do not know what has caused KFC to increase its two-pieces chicken meal by such a large percentage!

Thursday, December 26, 2013

Three important things that are more important than making monies

It has been quite some time since my previous post on this blog. From early December 2013 to just a few days ago, I have been subject to quite some stresses physically, emotionally and mentally. I would not want to elaborate on the above further but I would just want to stress three important things to you readers; three important things which are more important than making monies.

The first important thing is to cherish and value your loved ones. Show that you care for them and that they are important to you. Perform simple acts of gratitude and appreciation to show that you love them. If you would like to fulfil a promise to them, do the promise as soon as you can; do not keep waiting and waiting to have the time to cherish your loved ones as time may not always wait for you.

Sunday, December 22, 2013

Higher Interest Rates & Higher Prices … on your wallets

The figures released from US all point to a tapering of the Quantitative Easing by the Federal Reserves so much so that it is now a question of when rather than a question of whether or not. With the tapering of the Quantitative Easing, interest rates will go higher and all of us will have to adjust to higher interest rates. However I believe our government has more or less prepare Singaporeans for the days of higher interest rates from its previous measures such as the Total Debt Servicing Ratio (TDSR) and the cooling measures on property. From the perspectives of the stocks markets, when the scaling back of the Quantitative Easing comes, stocks like Reits may head south.

Friday, December 20, 2013

Asiasons article on The Edge Singapore: some questions from a reader

A reader sent me an email on his take on Asiasons stock after reading my article on Asiasons stock in my blog. I feel that the questions raised by the reader are insightful and the following are the take of the reader with regards to the Asiasons article on The Edge Singapore, reproduced with the permission of the reader:

1) "Special Technique". The article quoted the CEO of Black Elks talking about how the company "shine" the assets to higher valuation before selling them off. I will ask myself, what "special" technique? Does Black Elks has propriety technology or technique for this?

Thursday, December 19, 2013

US Federal Reserves scale down tapering: what's next for Singapore Stocks?

The US Federal Reserves finally announced that it will carry out tapering in a slow manner. The US Federal Reserves will scale down the bond buying at US$85 billion per month by US $10 billion per month in the next year. Looking at the Singapore stocks market today, the STI is flat at minus 0.07%. Let us take a look at the Reits, which are often said will be most affected by any tapering measures: for today, most of the Reits closed higher, with the exception of CapitaMall, Ascendas Reits, Capital Commercial Trust, Sabana Reit and SPH Reit which went down by around 0.3% to 1% as well as for PLife Reit and Frasers Centerpoint Reit which closed flat.

David Kuo of The Motley Fool Singapore: stocks perspectives

Last Tuesday afternoon (10 Dec 13), I listened to a programme called “Moneywise” on FM 93.8, a Singapore news radio channel in which David Kuo, the CEO of The Motley Fool Singapore was invited to share his perspectives on equities. I do not really listen to the radio frequently and hence I was pleased to listen to a topic of interest to me on radio. David Kuo gave his take in the programme on equities and I thought I may just share his views to you readers as well.

Wednesday, December 18, 2013

Asiasons stock

Asiasons is the cover story for “The Edge Singapore” this week. I think I need no further introduction for Asiasons stock to you readers as this stock, together with Blumont stock and LionGold stock were the three penny stocks which “dived” in their stock prices in October 2013 and sparked some sorts of a “penny stocks crisis”

Jared Lim, the CEO of Asiasons was interviewed for The Edge’s cover story. As reported in the article, Jared was upset that Asiasons’ stock price is currently trading at low prices (around one-twentieth of the $3 peak price) as Jared has built up the company with his management with hard work over the years. Nevertheless, Jared has since not dwelt on the penny stocks saga as he outlined the plans for the company in the report.

Tuesday, December 17, 2013

Centurion Stock

I first came across Centurion Stock in an analyst report in which the analyst gave a “Buy” call for the stock as one of the stocks which investors could consider investing for the year 2014. Centurion Stock made headlines once again as it announced plans that it would be purchasing some hectares of land in Jakarta for the development of worker accommodation. Yes, that is the core business of Centurion: building worker dormitories and worker accommodation. Workers, in this post mean migrant workers who are mainly construction workers.

What tapering really means?

If you have followed my blog closely enough, you would have realised that I have not really blogged or focused on certain stocks in the recent posts. What I have been blogging in my recent posts are topics of a more general nature. Well, why did I not zoom in on certain stocks and give readers my take? It is because now, our Singapore stocks market is really swayed by news of any possible tapering of the Quantitative Easing from the US. Against this backdrop, I feel that it is not really that useful to offer my take on how certain stocks will perform in their stocks prices based on the technical analyses.

Monday, December 16, 2013

Of Teh Hooi Ling’s investing in the old age

I read Teh Hooi’s Ling financial commentary in The Sunday Times on 15 December 2013. If you do not know who Teh Hooi Ling is, let me just give you an introduction. Teh Hooi Ling was a very senior and reputable writer in Singapore Press Holdings whose forte is in financial matters. Teh Hooi Ling has published many financial books too. It is hence quite “natural” that Teh Hooi Ling is now an asset manager in an assets firm. Teh Hooi Ling’s financial commentary in in The Sunday Times on 15 December 2013 was written in her capacity in her new job as the assets manager.

Sunday, December 15, 2013

Linc Energy IPO

Linc Energy launched its IPO on 12 December 2013. Linc Energy is offering 47,850,000 shares at $1.20 with 500,000 reserved for the public. The closing date of Linc Energy IPO is 16 Dec 2013 at 12pm.

Investors should note that Linc Energy was delisted from the Australia Stock Exchange so that it can now list on SGX to improve its access to capital markets and to reposition itself for long-term strategy growth. Linc Energy consists of three divisions, namely: Conventional Oil & Gas, Unconventional Oil & Gas and Coal; as such I quite like the fact that it is a diversified energy company. From the prospectus, it seems to me that Linc Energy seems to pride itself on having a competitive advantage of using a technology called “UCG” to produce diesel and jet fuel which it believes that it is the only company in the world with this technology.

Friday, December 13, 2013

Singapore Stocks Investing: motivation to Blog

It can be no mean feat balancing the writing of this blog with the daily tasks. However, I have the commitment to write this blog, for you, readers. The commitment comes from my heart: when I write each and every post of this blog, I write from my heart. While some bloggers may be more fascinating with their types of writing, impressing trade records and fanciful charts; I write in a truthful manner. I share candidly with readers my investment and trading experience and the rationale behind some of my trades. I also cover more than just stocks, by touching on all aspects of wealth: health, wealth protection and wealth creation. I also share with readers things that may be of interest to your investments and trading.

Thursday, December 12, 2013

Eu Yan Seng and Eu Tong Sen

I watched a documentary on Eu Tong Sen which screened on Channel 8 on 26 November 13. I am impressed at Eu Tong Sen after the show. By age 30, Eu Tong Sen has become an influential person and the richest man in South East Asia then after making a fortune from tin mining, starting from scratch. Eu Tong Sen is really an impressive figure and according to the documentary, it took almost 50 years to calculate the total wealth of Eu Tong Sen. Eu Yan Seng started from the times of Eu Tong Sen and even Eu Tong Sen’s son, Dr Richard Eu is already in his 90s.

Wednesday, December 11, 2013

Health is Wealth

I just had a McDonalds extra value meal lunch. The lunch cost me $6.60. I consider the meal a luxury meal which I tried to partake in only once a week. I feel quite guilty eating the meal though the meal made me happy. I feel guilty as normally I will pay around $2.50 to $3 for a meal outside; the McDonalds extra value meal is almost double the price of what I normally eat outside.

Tuesday, December 10, 2013

Of Shoes and Monies

Yesterday, when I was outside, one of my slippers suddenly became detached. I have already noticed that the slipper’s string-like support has become torn but I thought that the slipper can still last me for quite a while as the slippers were after all, bought from a reputable shoe brand shop at a relatively high price (if I could recall correctly, I think it was around $30 for the pair of slippers). To think that the slippers from a reputable chain could become spoilt so easily, I am quite disappointed.

Monday, December 9, 2013

What an American Breakfast taught me about Money?

Today, I have an American Breakfast for breakfast. The American Breakfast comprises a toast with margarine spread, two hot dogs, scrambled eggs and a cup of hot kopi. With the above description, it is typical to assume that the American Breakfast will cost around $5 in a modest café or around $8 in a upscale cafeteria based in places like shopping centres. Can you guess how much I paid for the breakfast? The meal features at $2.70 and after a 10% membership card discount, the American Breakfast just costs $2.43! Wow, it is really too attractive a price to pay for an America Breakfast.

Sunday, December 8, 2013

Stocks to buy for Year 2014?

“Stocks to buy for Year 2014?” is the second post of a two-parts series on what Singapore stocks to buy in year 2014 (based on my thinking only) in this blog. The first post is “Singapore Stocks to buy for Year 2014: Eight undervalued Stocks?”, do sure to read this post as well; anyway let’s continue from the above first post:

(5)Hu An cable stock : this is a neglected S-chip stock which is backing on the China’s economy story. I think this stock will do well with increasing power consumption as China’s economy continues to grow. With an NAV of 20 cents and a current market price of 12 cents, the upside potential is 75%. I think however investors will really very slowly warm up to Hu An cable stock as investors have been spooked by S-chips. Do note that this stock can fluctuate at times in a price range of 8cents to 13cents.

Saturday, December 7, 2013

My Investments in year 2013: Part 3

(continued from Part 2) Before I decide to close and finalize my investment stock portfolio for year 2013, I liquidated quite a large portfolio of my investments and with the liquidity bought some defensive stocks which also pay regular dividends. I do that as to balance my stock portfolio which is really quite “cyclical”.

Okay, that’s all for my sharing of my investments for year 2013. I would also like to Thank You for supporting and reading my blog. I am humbled to know that there are actually investors who are millionaires following my blogs. I mean, there are so many investment blogs out there with authors who are already millionaire investors and who post regular blogs on how they make thousands and thousands of dollars on the stock markets every day, amidst the competition from these millionaire investors cum bloggers, I am heartened that my blog has found some followers.

Friday, December 6, 2013

My Investments in year 2013: Part 2

(continued from Part 1) Not forgetting that year 2013 may be remembered as the year of the Singapore’s penny stocks saga with Blumont, Asiasons and LionGold diving in their stock prices. It is no joke as many investors’ monies in the tunes of billions evaporated. And to date, SGX has not announced the outcome of its investigations into the penny stocks saga.

I may also remember Year 2013 as the year where I tried my hand at penny stocks. In the days after the southward dive of the three penny stocks, I did some contra here and there in both Asiasons and LionGold stocks. It was not bad, as I manage to derive a majority of my profits wins for year 2013 in just one or two weeks of contra-trading in these stocks, notably in Asiasons stocks. Alas, these three stocks came down once again as lawsuits between Directors and investors of these companies and Goldman Sachs took centre-stage. As a result of the above, my portfolio in these stocks are now locked out with a non-profit. But it is okay for me, as I allocate a very small amount of my portfolio to these penny stocks. I believe in the fundamentals of these three stocks and think that it will just be a matter of times (perhaps after the release of the SGX’s investigations) that investors’ confidence in these three stocks will be renewed, unless there is some fraud in the three companies which I do not think so.

My Investments in year 2013: Part 1

I review my stock portfolio for year 2013 as now is December and I feel it is timely to do so. Year 2013 is a year which sees me improving my proportion of winning trades: I profit on selling in four of five trades as compared to seventy percentage of winning trades for year 2012. However in terms of actual realized profits from capital appreciation and dividends, my performance was not very good; my profits is around 50% less than that for year 2012. The figures are not very surprising to me as indeed for a stock portfolio which is heavily focused on commodities, year 2013 is a year which does not see much of the commodity recovery. Hence I read my report card with not much of a surprise.

Wednesday, December 4, 2013

Stocks Markets commentary: 4 Dec 13

I look at my stock portfolio today and see what was expected in line with the Singapore stock performance today. It is not only Singapore’s stock markets but regional stock markets which were hammered. The cause? Tapering fears once again. The tapering of Quantitative Easing talks reared its ugly heads once again. Market watchers are looking at the key US jobs figures out on Thursday and Friday to deduce clues on the possibility of a tapering of Quantitative Easing in the FOMC meeting in December. Though I hate it, but I must say that this is how the markets react: if there are talks of US QE tapering, the Singapore stocks markets will go south and if there is a delay in US QE tapering, the Singapore stocks markets will go up.

Blumont, Asiasons and LionGold: elicting many suggestions

I read a letter in The Straits Times (3 Dec 13) in which a reader suggested that in the aftermath of the penny stocks saga, remisiers based in the brokerage houses should have access to their clients’ CDP accounts so that they can better advise their clients when it comes to investing as the remisers would then have knowledge of their clients’ risk profile from knowing the type of stocks in their portfolios. While this is quite a noble goal, I believe that should brokerage firms decide to adopt this practice, then the transaction fees incurred by folks who trade will become higher as a result. We should just let brokers do what they are supposed to do and not have them act as a fund managers.

Tuesday, December 3, 2013

Singapore Stocks to buy for Year 2014: Eight undervalued Stocks?

Now that it is quite possible that Singapore stocks are likely to close on a flat note for the year 2013, analysts are giving their stocks calls for the coming year 2014. Reports have been dished out and among their calls are Keppel stock, Sembcorp Marine stock, Golden Agriculture stock, Ezion stock and Nam Cheong stock.

These analysts must have put in some work to come out with their recommendations. They must also have based their buy calls on some financial models. I would also want to share with readers my recommendation of some stocks which I have researched. Take note, please just treat my recommendation as a guide and please do your own due diligence before buying any stocks. I will not be responsible for any investment action that you will take.

Monday, December 2, 2013

Noble Group stock price: what’s next?

After soaring to a high of $1.12 in its recent trading sessions, Noble Group’s stock price has been languishing despite bullish analysis from some analysts. To be fair, the lacklustre performance of Noble Group stock in its recent trading sessions seems to be in line with the overall general sentiment of investors of the broader stock markets. We are in the month of December and it is expected that the stock markets are going to be less of a bustle and hustle (we have seen signs of this). It is also expected that some fund managers have closed off their stock portfolios and are going for their overseas holidays. Being a cyclical commodity trade, Noble Group seems to be the proxy of the overall stocks market and hence are we expecting Noble Group to behave due to the above reasons?

Sunday, December 1, 2013

Stocks Zaobao

Lianhe Zaobao has just launched a new online stock portal. Lianhe Zaobao is Singapore’s leading local newspapers. I read both the Straits Times and Lianhe Zaobao almost every day and I must say that Lianhe Zaobao’s coverage of stocks is on par with Straits Times though I must say I like very much the Invest commentary and Invest Section in the Saturdays’ Straits Times and in The Sunday Times respectively. But one thing that Zaobao has that Straits Times does not have in its business section is a listing of all the SGX stocks performance in Zaobao from Tuesdays to Fridays and hence when I read that this listing will be taken out from Zaobao due to the new Stocks Zaobao portal, I was reminded of how some older investors who are still reeling from the taking out of the teletext (and with it the stock information) may once again do not have access to another readily offline mode of stocks information.
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