Stock Market Commentary
Investment Moats Weekly Reads 8 Feb
Here are this week’s reads Money Management, Portfolio Management Learning from your own mistakes, framing solutions to combat them in the future [TBP] Can you sum up your investment philosophy in 10 words? [WSJ] Health Tips for Traders [Stock Sage] Technical Analysis, Cycles and Sentiments How do you know you are in a forgiving market? [...]
Should you invest your bonus in the stock market?
December to March is usually the period where working people get their yearly bonuses. How do you use your bonus? Smaller Bonus this Year This year, most foresee that their year end bonus will shrink. The two-day poll of 100 people, conducted in both the Central Business District and heartlands, found that the majority of [...]
Barry Ritholtz on Markets, Strategies and Dividends
Always love to here Barry Ritholtz talk commentary because he teaches you to focus on what you should do when market goes up and down for a longer term basis. In this video you would see a keen study of how past secular bear markets are formed what are the kind of downside risks we [...]
Ship Repair is important as a recurring income business segment
ST Marine’s president spoke on the importance of having both ship repair and ship building in one facility: The ship repair generates recurring revenue, and often at better margins. But in ship repair, you need fast turnaround time, which is not just dependent on they workforce but also on the ability to get spare parts [...]
Why does ST Engineering, Keppel and Sembcorp need to compete in the same industry
So I was reading The EDGE and in this article profiling ST Marine, it raised an interesting point: “Recently, ST Engineering began building on its engineering capabilities to develop an environmental engineering business – similar to the ones that Keppel and Sembcorp Industries have.” What I find it strange is that why does 3 Temasek-linked [...]
