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
Category: Compounder
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 2Q19 results: Patience needed… and a 9 page SOG report!
I have uploaded a 9 page SOG report here on InvestingNote and will be grateful if you can vote for me after you download the report. No one has voted for me yet so I'm hoping everyone can help... I'm planning to donate 100% of any cash prizes to charity and there's a lucky draw prize … Continue reading SOG 2Q19 results: Patience needed… and a 9 page SOG report!
iFAST Q219 results: Record AUA, Singapore digital bank license bid but lower net profit
iFAST, which is one of my major positions reported a mixed set of results for the second quarter of 2019 but there was some good news too. Assets under administration (AUA) grew 8.5% year on year to a record SGD9.0 billion despite weak unit trust subscriptions. The company's bond business is growing rapidly with bonds … Continue reading iFAST Q219 results: Record AUA, Singapore digital bank license bid but lower net profit
Singapore O&G’s 2018 AGM
SOG is one of the largest positions within my portfolio so I attended the Singapore O&G (SOG) annual shareholder meeting yesterday. Here are the key highlights: SOG market share for baby deliveries increased from 8.0% to 8.9% in 2018. While Dr Heng delivered the most babies within the group, it was the younger O&G doctors … Continue reading Singapore O&G’s 2018 AGM
SOG: Winning market share for 5th consecutive year
SOG’s cancer and O&G doctors gained recognition and won market share in 2018. SOG is one of my favourite medical stocks on the SGX. Their share of the private birth market grew for the fifth consecutive year. Based on their 2018 annual report, SOG specialists delivered 1,824 babies in 2018 which works out to a … Continue reading SOG: Winning market share for 5th consecutive year
iFAST update: Moat growing wider
iFAST has published their 2018 annual report with the company reporting the highest growth in client accounts since it was listed. These statistics were previously released in their February 2019 results presentation but they jumped out at me when I was reading their annual report. As of end 2018, the number of client accounts grew … Continue reading iFAST update: Moat growing wider
