Singapore O&G (SOG) has a new CEO! SOG has appointed Eric Choo, the ex-CFO with effect from 3 February 2020. Eric was the CFO of SOG from 2014-18 and was involved in the company's 2015 IPO before leaving to work as CFO of Eagle Eye Centre. Here are a few thoughts: It's always a good … Continue reading Singapore O&G: Three things to know about the new CEO
2019 year in review and most popular posts
This year was a tough year for my portfolio with 4 out of 6 stocks in the portfolio posting negative returns since I wrote about them. Date purchased Start Now Dividend return (%) Capital return (%) Total return iFAST 22-Apr-18 0.92 1.03 7% 12% 19% Kingsmen 29-Apr-18 0.59 0.45 8% -24% -15% SOG 3-Jun-18 … Continue reading 2019 year in review and most popular posts
Portfolio review: Q3 2019 review
The five SGX companies in my portfolio reported mixed Q3 2019 results and their share prices have been depressed.These five companies should deliver growth in the future so I'm happy to hold these companies. iFAST and SOG has been the most consistent performers in terms of revenue and net profit growth and it's a painful … Continue reading Portfolio review: Q3 2019 review
TripAdvisor: Huge travel platform trading at 9% free cash flow yield
I normally don't write about US companies but TripAdvisor (TRIP) was too cheap to resist. TripAdvisor recently paid its first ever dividend, (USD3.50 special dividend) so there's a chance the company could pay dividends in the future. TripAdvisor is currently one of the bigger positions in my portfolio. TripAdvisor is a travel research platform which allows … Continue reading TripAdvisor: Huge travel platform trading at 9% free cash flow yield
Why 2020 should be a good year for iFAST
For the first time since its listing, iFAST provided guidance for operating expenses during the third quarter of 2019. 3Q19 net revenue grew 9% but net profit fell 5% because of increased spending on the company's IT capabilities. More importantly, iFAST is guiding for slower expense growth in 2020. Overall operating expenses are expected to grow … Continue reading Why 2020 should be a good year for iFAST
iFAST and Charles Schwab
Charles Schwab history and development hints at a bright future for iFAST, one of the larger positions in my portfolio. Both companies sell funds and stocks at a low price and succeeded in gathering more assets and clients. Take a look at how Charles Schwab has grown over the years. Charles Schwab disrupted the industry by … Continue reading iFAST and Charles Schwab
SOG: Delivering growth
This post is a shorter version of my SOG report which was submitted for the InvestorOne challenge. You can vote for the Evergreen Investing report here. Note that you can vote for more than 1 report in the InvestorOne challenge and there’s a lucky draw prize (DJI drone) for voters! Singapore O&G (SOG) is a … Continue reading SOG: Delivering growth
