Current Allocation
Market Correction: What is my take on it
I didn’t monitor the intraday action. Never did but I was concern about this correction. Somehow when I see blue chips all being sold down in tandem it seems to indicate that these are not coincidence. Here the STI ETF shows prices moving below the 200 day EMA. We seen how in Sept 2010 that [...]
Stock Analysis Singtel: Q3 ’11: More VC and innovation initiatives
Singtel just announce their Q3 quarterly report. There is nothing much different to shout about. Every thing is in order. It won’t collapse it won’t surprise on the upside. I would like to touch on a few things though. Strong Stable Free Cash Flow Yield and likely increase Dividends. In their last announcement, the CEO [...]
Long Term Market Analysis: ARPU expected to fall and voice calls to be free likely for M1, Starhub and Singtel
Disclosure: Write is invested in both Starhub and Singtel. I wrote in the past about the fundamentals of investing in Singapore Telecoms and what is the future are in store (Singtel,M1 and Starhub analysis here). I also wrote about the coming changes in the industry, how it is going to be bad for developed market [...]
Monthly Passive Income Dividend Portfolio update
My December Dividend Income portfolio have been updated in the side bar. The biggest change to this is probably the deployment of a full 10% into: First REIT through Rights issues Purchase of Singtel at $3.07 In 2010, I collected $3494 dividends. I think it is far from my aim of $10,000 this year but [...]
What matters is how much you have invested when you make money and when you lose money
My friend Melvin always tells me its great to make money no matter how little you make. I think that’s partially true. The number 1 rule is not to lose money. The number 2 rule is not to forget the first rule. I would like to add another permutation to this. What matters is how [...]
