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

Portfolio review: Q1 2019 results

All five Evergreen stocks (iFAST, Kingsmen, SOG, China Aviation Oil and HRNet) reported poor results for the first quarter of 2019 but I'm sticking with them. These companies have a history of producing great results and I'm giving them 2-3 years more before I consider selling. iFAST Revenue and net profit declined because of "a … Continue reading Portfolio review: Q1 2019 results

Five Evergreen shares and one test

HRNet and Singapore O&G are the most profitable companies in my portfolio based on the gross profitability ratio. After reading Michael Mauboussin’s excellent Base Rate Book, I applied the gross profitability screen to my existing portfolio. Gross profitability or Gross Profits divided by Total Assets measures a company’s ability to make money and is used … Continue reading Five Evergreen shares and one test

Kingsmen: Keep calm and wait for Jewel

Azure Capital has noticed Kingsmen. Check out Terence Wong’s post on IN. 2019 will be a big year for Kingsmen. Kingsmen’s Retail and Interiors segment could get a boost from the opening of Jewel Changi Airport (280 shops and restaurants) in April 2019. This segment’s 2018 pretax earnings is already up 90% year on year … Continue reading Kingsmen: Keep calm and wait for Jewel