In a previous article, I wrote about how to hedge against a stock market decline, using 5 levels of hedging. I did not mention gold, which might be more of a useful hedge against a broad-based decline in fiat currencies, particularly the USD as well as the increased probability of inflation rather than a stock … Read more
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In this article, I will be sharing a few ways to further juice up Philip Morris’s dividend yield, which is already at an attractive level of 6% at present. But first some background information on the counter. Earlier this year, I wrote about Philip Morris as a 5.5% yielding stock that pays almost zero dividend … Read more
thinkorswim review: First zero-comms broker for US stocks in Singapore TD Ameritrade which owns the thinkorswim trading platform announced on 29 July 2020 that it will eliminate commissions on online exchange-listed stock, exchange-traded fund (ETF), and options trades for its clients trading the US markets in Singapore. This will be a comprehensive article, providing guidance … Read more
Two significant news hit the headlines today. SG Banks dividends cap One: The Monetary Authority of Singapore (MAS) has called on locally-incorporated banks to cap their total dividends per share (DPS) for FY2020 at 60% of FY2019’s DPS and offer shareholders the option of receiving the dividends to be paid for FY2020 in scrip in … Read more
The Hong Kong Stock Exchange is getting an index to track the performance of some of the biggest technology companies in the world. The gauge, known as Hang Seng Tech Index, will include the largest 30 of 163 entities which command a combined market cap of c.USD$1.58trn. This is relatively similar to the Nasdaq Composite … Read more
Following the insiders Insiders are the executive managers and directors who are in front of the financial and strategic decision making of their firm. Hence insider trading activity could be an informative exercise to track because their trades tell us something about the potential “undervaluation” of the stock since these insiders know their business better … Read more
Sembcorp Industries 1H20 results In this article, I provide my view on Sembcorp Industries’ latest 1H20 performance followed by some commentary pertaining to its demerger exercise with Sembcorp Marine. Sembcorp Industries announced after market hours on Friday that the Group has posted a net loss of S$131m and warns of worse to come. Sembcorp Industries … Read more
How to hedge stocks in a volatile market I have been asked numerous times. Why is the stock market rallying when the global economic situation remains pretty much in ruins? Against the backdrop of the second wave of COVID-19 spread which has resulted in some US states reversing some of their re-opening decisions, should economic … Read more
Warning. This IS a click-bait article but that doesn’t necessarily mean that this information is untrue. Yes, you can possibly generate a “guaranteed” return of c.70% with StashAway. Before I discuss the high level of annualized return that you can generate with this Singapore Robo Advisor, let me first touch upon the topic of the … Read more
[This is an updated post for this article which was first written back in March 2020 at the peak of the COVID-19 pandemic. I will be evaluating how the 5 stocks that I have picked have performed and whether one should continue to stick with these 5 Singapore Stocks to buy. I have also added … Read more
Singapore Robo Advisors: The chase for higher yield offering In today’s low-interest-rate environment where major banks in Singapore have cut the interest rates on their high-interest rates savings accounts, some Singapore Robo-advisors have started to “fill in the gap” by offering higher cash management rate. So far, most, if not all of the articles online … Read more
Singapore Dividend Stocks with rock solid dividend paying track-record It is pretty rare for Singapore stocks to have a consistent track record of paying dividends. Unlike in the US where there are hundreds of companies classified as Dividend Aristocrats (companies that have increased their dividend payments for 25 consecutive years or more) and a handful … Read more
Syfe Equity100 review Syfe has just launched its Equity100, a portfolio that is 100% allocated to global equities. This is quite different from its Syfe Global offering which consists of equities, bonds & gold, one that is dynamically positioned based on its automated risk-managed investments (ARI) strategy. For those who are not familiar with the … Read more
I talked about Idexx laboratories (Idexx) back in October 2019 when the counter was trading at USD272/share and was valued at close to 60x PER. My conclusion then was that despite its hefty valuation, the counter can still generate an after-inflation return of 7.6% on my base/mid-case scenario using Buffett-style analysis and deserve an entry. … Read more
[Update: I have previously written on Biolidics back in late-April when the counter has received a lot of hype from its COVID test kit being marketed in the US. I highlighted that investing in the counter at that time has got too many variables, a key being that the sale of its COVID test kit … Read more
Technology is now evolving at a rapid pace that annual predictions of technology trends can seem “out-dated” before they even go live. Covid-19 has further accelerated some of these digital trends. While most of these trends were already underway before the COVID-19 pandemic, they have grown in importance amid the pandemic and are likely to … Read more