Money Management
Buffet Tiered 3G Plan to be abolised
At Investment Moats, I talked about it pretty early that we may eventually follow the US in abolishing all-you-can-eat mobile data plan to one where you are charge based on your usage. Do read these articles if you haven’t: Primer to telecom investing: Singtel, M1, Starhub Starhub, M1 and Singtel’s existing telecom business model approaches [...]
David Rosenberg: Stick to safety and income at reasonable price
Here is David Rosenberg’s advice for the turbulent 2012: Stick to safe money management strategies that focus on income. They are defensive and cushion volatility. Focus on safe yield Dividend equities and preferreds Low debt/equity and High liquid asset ratios Oil and Gas Royalties and REITs Low fixed costs and high variable costs, oligopolistic Alternative [...]
The REIT Myth Busted 2
The fall out from the K-REIT’s handling of the OFC purchase continues. There are a lot of debates on the blogosphere regarding the article published by Ms Teh previously. [Article here >>] The fact is that She wasn’t the first one raising this. Independent assessors have highlighted this and most recently CFA Institute have an [...]
A detail DBS Vickers Macquarie International Infrastructure Report (MIIF)
We covered MIIF extensively in three previous posts here, here and here. Seems that the recent changes got analysts noticed as well. DBS Vickers came up with an extensive 40 page report this week. The report is generally inline with my estimation on cash flow and dividend payout, which is a good thing. However, my [...]
The REIT Myth Busted
The big news recently revolves around KREIT’s handling of the OFC purchase. The ramification of that is a lot of the blogging community starts talking that its about time MAS took notice of it. My take? About time. I first got to know about this when my friend passed me this damning analysis from an [...]
