opy avatar
Rank sm
604
opy

Which will you buy if you can ONLY pick one of the following (and why)? Investment period is 10yrs, thanks.

Added note: perhaps also at what price ;-)

06 December 2017 (7:12AM) Summary/Update

$ThaiBev(Y92.SI) - 20 votes
- seems with highest growth
- more exposure outside Singapore
- more acquisitions lately
- unlikely tech disruption
- F&B essential
- more room for growth
- cash cow
- good for longer run
- cannot be replaced by robot

$ComfortDelGro(C52.SI) - 3 votes
- at much lower price (1.5, 1.8 etc.)
- public transport in demand
- Transportation. Basic needs of people.

$Sheng Siong(OV8.SI) - 2 votes
- could grow into giant super market world wide
- increasing cash flow yearly
- good divvy
- shop there often

None above - 4 votes

Other points
- 10 years horizon too long, regular review important regardless which is picked
- investment horizon 3yrs instead
- all 3 might moved out of Singapore market

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20 people like this. And 1 user shared it.
Evilcrownofthorns :

Nice compilation. But TB is not in most of @hachiko hall of fame leh.

Hachiko :

Reply to @Evilcrownofthorns : Singtel was the top choice in my 'Hall of Fame'. Hahaha!

https://www.investingnote.com/posts/414267

Spinning_Top :

Alamak..i didnt notice @opy also update hia thread until now. Thanks for compilation yeah...

RetiredOldMan :

thanks for the summary, nice!

jpeg :

I help my mum to queue for sheng siong.

Spinning_Top :

I hereby declared @Hachiko the official poll master in IN. He is always so hardworking to do all the compilation and tally the votes..lol

Hachiko :

Reply to @Spinning_Top : Polls can be useful sometimes. Hahaha!

Hachiko :

Woah! 20 votes for TB! Top choice of IN members.

BrotherNo12 :

My choice is CDG. Transportation. Basic needs of people. Foods and drinks got wide variety of choices, so is supermarket. Just my personal opinion. ;D

layers :

Reply to @BrotherNo12 : I just can't link cdg with IT component of driverless. the app already sucks

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l0nEr :

thaibev,. the only one with proper growth and in an EM country...

theintelligentinvestor :

DBS....haha kidding!

Tough choice between CDG and ThaiBev. I will go with ThaiBev. Their brand is the moat that will likely last >10 years. Cannot see so far out what will happen to the taxi industry.

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$ComfortDelGro(C52.SI)

Some $12mil worth of MD in two days - 2.7m shares at 1.997 yesterday, 3.6m shares at 1.953 today.

And the share price continues journey down south...

The one whom sold might know something we dont, but what is in the mind of those invested the $12mil in two days?

p.s. I started collecting again, for long keep

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One year since I started my investing journey again ;-p

- Fun Fund (-25%, fortunately just a small sum)
- Itchy Hands Fund (-4.5%, need cure for this urgently)
- Lifelong Investing Fund (+15%, mainly SRS at the moment)
- Reserves (making 1-3% yearly interest in banks, SSB)

Realized Fun-fund is really fun but no fund... I use SCB to trade penny stocks, in and out too often without any plan. Buy at peak, sell at bottom. People buy before news and sell after, I do the opposite. $Rowsley^(A50.SI) $Delong(BQO.SI) $Falcon Energy(5FL.SI) just few from top of my list.

Itchy hands got me into similar but bigger troubles (as these are bigger sum trades). Managed to exit with small gain on $M1(B2F.SI) $ComfortDelGro(C52.SI) but now got trapped by $Best World(CGN.SI) $Hi-P(H17.SI) Not feeling good as I think these stocks will take many many years to get back to this level (or never) if the long anticipated crash finally arrives.

Lifelong Investing Fund mainly from the SRS bucket. I feel I am doing fine here. Other than taking profit far too early $DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $Venture(V03.SI) $Keppel Corp(BN4.SI) to name a few. All exited with 25% or higher gain. Most would have been 50-75% gain by now. Venture went more than doubled. But well, 15% gain overall is not too bad for me for now. For this bucket, I feel totally at ease even if the mega adjustment came. As it is sitting at average 5.67% dividend yearly. Mostly in stocks which I feel will still be here at least for another 10-15 years. Mostly REITs but heavy on $SingTel(Z74.SI) and lately into $UMS(558.SI) too.

I am still heavy on reserves as I don't want to repeat same mistake back in 2007/8/9. All fund trapped at peak and no more fund to have fun picking cherries. I shall be happy with the 1-3% return while continue to wait for the price like DBS $15, OCBC $8, UOB $18, Venture $9, Keppel Corp $5 and so on. Lower better. Buy and keep for 20 years.

The wait continues, meantime it is learn and learn whenever time allows.

Cheers.

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$ComfortDelGro(C52.SI)

208 next hurdle to cross, yey!

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$ComfortDelGro(C52.SI)

a step a day, slowly but surely ;-)

我要一步一步往上爬。。。

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