Knowledge
Unique s-REIT: the many untold stories about Saizen REIT
I think one of the largest shareholder of Saizen Reit (Argyle Street Management) is wrong in their opinion. They lobbied for the management in the recently completed AGM, to disperse Saizen Reit’s huge cash reserves as dividend to “enhance” share holder’s value. The full write up on Strait Times can be found below. I don’t…
Read MoreWhat should I do with my counter with 70% paper lost?!
No body likes to be holding on to losing stocks. Those are hard earn money, but unfortunately it is part and parcel of stock investment. Even the best investor will get surprised once in a while. The more important question is what are you going to do about it. Will you shun the stock market…
Read MoreAs seen on Newspaper! This is the part 2 of my contribution on how to pick a successful IPO.
This is the part 2 of my Newspaper contribution on How to pick a winning IPO. The first part can be found here. You can download both part 1 and 2 below.
Read MoreHow to build your own Value Investing portfolio
A week ago I was invited to a Value Investing Sharing Session by Aggregate Asset Management (AAM). They are a local boutique fund management company specializing in value investing. Their flagship fund, the Aggregate Value Fund, does not charge annual management fees and clients only pay performance fees for absolute returns. I find this very refreshing because they really structure the fund…
Read MoreReview of Jeff and Kane’s Industry Rockstars preview
As part of my entrepreneurial learning journey, I went to the 2 days free preview and was quite impressed with the content and more importantly they seems quite sincere in trying to help you. The event is not all about sales as both of them offer quite a bit of good content. Great for anyone who is thinking…
Read MoreAs seen on Newspaper! My contribution to “How to pick a winning IPO” or “投资IPO 如何“趋吉避凶”?”
Got my first request to contribute to a local newspaper! The article was published on the ZaoBao financial section ok! Don’t play play. 🙂 The journalist asked me if I could help contribute my thoughts of IPO investing and of course I said “sure!” So here is the full answers I gave from the questions he asked.…
Read MoreLippo Mall REIT giving 6.7% yield. Buy or Bye?
My criteria to REIT selection: Dividend yield > 6% This is main reason why we invest in REIT. When doing my homework, I don’t expect the price of the shares to go up. I am more concern about the under lying assets that the REIT holds. Price to NAV < 0.7 The primary value of a REIT…
Read MoreJim Rogers’s view on Euro, Gold, China and Commodity at Shares Investment Conference. Part 2
This is part 2 of a 2 part series talking about Jim Rogers views on Euro, Gold, China, Commodity at the Shares Investment 2012. You can read part 1 here. Stock market in general – Long term bearish. Especially after the US, China and German elections. Right now a lot of leaders are spending money to…
Read MoreJim Rogers’s view on Euro, Gold, China and Commodity at Shares Investment Conference. Part 1
Long China/Asia, short US! That is the one liner take away from the Shares Investment Conference 2012 where Jim Rogers, Mike Bellafiore (Partner and co-founder of SMB Capital) and Avtar Sandu (Commodities expert with Philip futures) shared openly on their take of current macro economic situation and how one should invest in the coming years. This is part one…
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