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@InvestingNote

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*New Feature Announcement: Introducing Chat Feature* Hi community members, we would like to share with you that now we have "Chat" feature which is an instant-messaging system. We hope that with this, members able to have better communication experience while exchanging investment ideas. Refer to the attached guide on how you can fully can access the this Chat feature. Things to take note, 1…

@kyith

In 2014, as my wealth approaches $500,000, I started exploring whether it is possible to spend $24,000 a year and have that $500,000 last for a long time. If you divided $24,000 by $500,000, that is a withdrawal rate of 4.8% in the initial year. If I adjust that $24,000 every year by inflation (e.g the inflation last year is 6%, so next year you spend $25,440 and if the inflation is 4.5% this…

@marubozu

This article was originally published by Uncapped Mortgage Generally, people think of debt as something to avoid. Debt usually means “bad” and no debt means you are better off financially. So the idea of using debt to build wealth can seem a bit dubious. Can you really build wealth using debt? In order to answer this question, we first need to know that there are two kinds of debt. There is good …

@el15

Previously, I have done a write-up (click HERE ) on ISOTeam (“ISO”) after interviewing Anthony, CEO and Richard, GM on an exclusive basis in Dec 2018. I have bought in at that time and have taken profit in Jan 2019. Since Apr, I have been accumulating ISO, as its chart seems to portend a potential upside breakout after a lengthy potential double bottom formation. ISO closed at $0.230 on 21 May…

@Martin_Seah

Week of 13 May 2019 Institutional investors net sell (-S$37.1m) vs. (-S$135.9m) a week ago Retail investors net buy (+S$182.9m) vs. (+S$273.3m) a week ago Highlights - Weekly Institution's Singapore Market fund balance found new low consecutively. - Retail investors bought in big (SGD 182.9mil) as Market Makers & Liquidity Providers and Institution investors offloaded. Top 10 Institution Net…

@kyith

This post is more of a look at REITs as a general sector. I came across an interesting part 2 post of a post on Permanent Portfolio. I will talk about part 1 perhaps sometime later. That post have enough interesting things that we should ponder about. 7 years ago, I wrote a post about exploring the permanent portfolio . And we explore whether that is the holy grail of what we are looking for in…

@Sweeswee

Edited

$Alliance Mineral(40F.SI) The placement to strategic partners is GREAT news: 1. Placement amount of A$32.2m is substantial and allows Alliance to really increase its capacity to explore for reserves, mine more, process faster etc. 2. Ability to attract not 1, but 2 strategic investors to take big stakes is proof of the great potential of Alliance. Note that Alliance is producing 6.2%-6.5%…

@3Fs

With all the earnings announcement finally done and underway (Netlink was the last to report yesterday), it's my favorite time of the year where I get to tally the amount of dividends I will be receiving this quarter Please do note that this 2nd quarter covered the period of the dividend cashflow from the period 1st April 2019 to 30 June 2019 For readers who are new to this blog, this is a…

@Martin_Seah

Edited

Week of 06 May 2019 Highlights - Weekly Institution Singapore Market fund balance resumed finding new low, just right after a week of buying-up - Retail investors bought in big (SGD 273.3mil, a 5-weeks high) as Market Makers & Liquidity Providers and Institution investors offloaded. - Consecutive weeks of negative fund flow :Energy (2wks), Information Technology (3wks) and Materials (2wks). -…

@thrusthebust

$ThaiBev(Y92) wow.. any news? y such a big gap down??

@kyith

On May 9th 2019, the government announced some changes to how we can use CPF to finance our public and private housing, and how this affects how much we can withdraw from our CPF at age 55. This will affect you, if you do not own a home, or currently own a home, but would in the future sell and buy again (which is likely going to be a lot of people!) I think there are a lot of media coverage on…

@ThumbTackInvestor

In an earlier post, I posted a teaser for a new investing thesis: Best. Mar……….. You Know The Drill! Yup, the numbers look absolutely horrendous: The company has no revenu e , and losses are chalking up y-o-y. Balance sheet looks terrible too. Negative equity! Ouch. So why is TTI even bothering to look into this, much less take up a position? Here’s the story. And it’s going to be a long one. …

@Sweeswee

Edited

$Best World(CGN.SI) Bonitas has rebutted Best World's rebuttal (attached). Bonitas makes sense to me. Furthermore, they put money in their mouth and declare they are shortists, publish reasons for shorting. I think its fair and they serve a useful function in the market. The amount of research and legwork they put in is beyond most investors, including institutional ones. Dont forget, Bonitas'…

@Sweeswee

$Best World(CGN.SI) Very interesting investigative work here: https://valiantvarriors.wixsite.com/home/n... In the definition of the Laws, Bestworld was probably not wrong to state that the franchisee/importer was not related to BWL. BUT, if the article's findings are true (brother in law relation etc), then effectively the PEOPLE in Bestworld and its main franchisee/importer ARE CLOSELY…

@ThumbTackInvestor

The 1 major headline in the past few days has certainly been all about the US-China trade negotiations and Trump’s threat to hike tariffs 2 days from now. In the midst of all the uncertainty, the global markets have been roiled and US markets have taken a tumble this week. Whilst I have not predicted this, and neither do I try to, my US portfolio has benefited and continued it’s relentless upward…

@Martin_Seah

Edited

Week of 29 April 2019 Weekly Highlights - Weekly Institution Singapore Market fund balance found support after 9th consecutive week of 53-week new low. - Market Makers & Liquidity Providers (S$m) continued to lead STI higher, as Retails and Institutions on pulling out trend. - Consecutive weeks of negative fund flow :Consumer Discretionary (5wks), Energy (2wks), Info Tech (2wks) and Utilities…