Warren Buffett and Charlie Munger HATES diversification… Watch the video and understand why… According to Buffett, “Diversification is a protection against ignorance,” and it makes very little sense for those who know what they’re doing. Many big name investors such as Buffett, Munger and Soros in the past voiced against diversification. On the other hand, conventional […]
Value investing
3 SGX Listed Stocks That Rank Highest In The Magic Formula Screener
What is the magic formula? Magic Formula Investing is a rules-based, proven strategy that teaches investors a relatively simple and easy to understand method for value investing. It relies on quantitative screens of companies and stock, and over the years, the strategy has been proven to beat the stock market’s average annual returns. Magic formula […]
Yangzijiang: Exceeds Expectations
Record delivery of 20 vessels in 2Q18. Group revenue of RMB 7.9bn was 60% higher than expectations. 2Q18 net profit of RMB 994m exceeded forecast. Shipbuilding margin of 21% was broadly in line with expectation. Therewere 10 large vessels that were part of the delivery. Earnings were also boosted by some one-offs – RMB 101m […]
Hanwell Holdings: 40% discount to NCAV with promising growth
Since my previous post in November 2016, Hanwell Holdings has since plunged into deep value territory again. Its share price has been on a roller coaster ride – rising 63% from $0.245 to a high of $0.4 thereafter plummeting 50% to $0.205. There was no major announcement reported prior to the rally in 2017 and in […]
Beginner's Guide To Investing In SGX Stocks
So you’ve probably heard of the saying “make money work harder for you”? You want to start generating passive income through stock investing… Or grow your investment portfolio for retirement needs. You’re eager to begin but it seems like a daunting task, there is so much information out there and you don’t have any idea […]
Baker Technology: Strong balance sheet to help survive distressed and challenging petroleum industry.
Baker Tech is in strong position to survive the challenging landscape ahead in the Oil and Gas equipment services sector. $128 million in cash with no debt, stock price trading at discount to Net Current Asset value. With $130 million market cap, Baker Tech is trading on multi year lows as the industry goes through […]