Reasons to buy reits

[Update 2021] Singapore REITs have generally underperformed in 2020 as a result of COVID-19. As we head into 2021, is there an opportunity to buy into Singapore REITs to play a recovery in this sector? In this update, I provide my thoughts on the Singapore REITs landscape as we start off 2021 and check to … Read more

worst market timing

Worst market timing: Why that does not matter Some NAOF readers are expressing their concerns over the current state of the stock market. The mismatch between economic “reality” and the stock market performance has been particularly glaring of late. Hence it comes as no surprise that one might be particularly cautious of waddling into the … Read more

stock market to crash

Stock market to crash in 2021? 2020 has been an eventful year, to say the least. When COVID-19 strikes, we witnessed the stock market entering into a bear market territory in record time. At the height of the COVID-19 driven market sell-down back in March/April 2020, few would have expected an equally “fast and furious” … Read more

are we in a bubble

Investor Education Series: Stock market bubble According to famed value investor, Jeremy Grantham of GMO fund, the long long bull market since 2009 has finally matured into a full-fledged epic bubble, one in which he believes this particular bubble, when it finally burst, will be recorded as one of the great bubbles of financial history, … Read more

coupa software

Investment thesis: Coupa Software is the widely recognized leader in business spend management, with a cloud-native platform that has allowed it to become a leader over larger incumbents. An acceleration in dollar-based net retention points to customer loyalty and a growing opportunity to add more products around the core platform. Management sees a $56 billion … Read more

how to invest in spac

Investor Education Series: What is a Special Purpose Acquisition Company (SPAC)? Special Purpose Acquisition Companies or SPACs for short seems to be the new buzzword in the world of IPO. What exactly is a special purpose acquisition company (SPAC)? How to invest in SPAC? SPAC is essentially a blank-cheque company whose sole purpose is to … Read more

momentum stocks

SG Momentum stocks to buy now When one talks about investing or trading in general, the usual norm is to buy low and sell high. While such an investing philosophy has been widely accepted, momentum investing is the art of buying high and selling higher. Buying momentum stocks takes a different path compared to the … Read more

syfe review

Syfe Review: REIT+, Equity100 or Global ARI? I have written about Syfe REIT+ portfolio as well as Syfe Equity100 portfolio previously. I believe that these two portfolios are structured to cater to 2 specific types of investors. For Syfe REIT+ portfolio, it appeals to the yield-loving crowd while the Syfe Equity100 portfolio is structured for … Read more

sembcorp industries stock

Sembcorp Industries Stock: Buy, Sell or Hold? On 7 December, Sembcorp Industries announced profit guidance which seems to become the norm. In the past, the key focus was on Sembcorp Marine, with impairments made to its Energy division being “swept under the rug”. I previously mentioned in this article: Should one by buying Sembcorp at … Read more

Tiger Brokers Review

Leveraging on Tiger Brokers platform I have talked about using the Tiger Brokers platform in this comprehensive review of the up-and-coming fintech brokerage player that is looking to “revolutionize” low-cost trading here in Singapore. Maybe revolutionize is too big of a word to be used in the current context but more of playing catch up … Read more

bitcoin prediction

Bitcoin prediction: 2017 vs 2020 Bitcoin seems to be getting a resurgence in interest of late. One might recall the asset class spectacular rise back in 2017, followed by an equally dramatic collapse in its price shortly after. Is the digital currency rise this time around any different? At the start of the year, I … Read more

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