T.U.B Investing

Not Yet Vested (going to buy soon) I believe it is time to re-examine S-REIT companies, as they have been under pressure for an extended period due to the high interest rate environment. I have outlined some criteria for what I am focusing on, such as excluding industrial and office REITs, concentrating on local REITs, and selecting one offering over 6% yield. However, I kept returning to the same S-REIT in which I had invested and written previously. The REIT is Starhill Global REIT (Starhill) . Starhill Global REIT I perceive a generally negative view of this REIT exists, though I feel differently. In my opinion, there are some compelling reasons why it presents such an enticing buying opportunity currently. 1. Interest Rates Expected To Decrease In The Near And Longer Term. I believe the elevated interest rate environment will soon end, and rates will start to drop in the second half of the year overall. This will allow floating debt interest payments to reduce as fixed debt compri

Vested It has been some time since I last wrote an article on any platform or on this blog. However, I am still been actively managing my portfolio. I just needed some time to recharge, as there were moments when I felt burned out recently. Nevertheless, I have returned and today I will be sharing information about an intriguing trading opportunity. I am currently vested in this company but it represents less than 2% of my portfolio. This is because I have not had any additional funds in my portfolio as my primary goal has been to restore it back to its original value of 100%. Furthermore, this is a trading opportunity and I will most likely sell it prior to April 2024. The Company The company that I would like to discuss is called Geo Energy Resources Ltd ("GER") (SGX: RE4.SI).  The decision to enter into this trade was based on two press releases issued on February 7th and March 1st, 2024 . Image taken from Singapore Business Review To provide a brief overview, there are

Not Vested. Considering. In my previous blog posts, I mentioned Beng Kuang Marine (BKM) a few times. I initially held a position in the company but divested when its share price increased significantly, as it was only a small portion of my portfolio. Based on my recent review of my portfolio strategy, I am not planning to reinvest in BKM unless it is solely for a separate trade outside of my portfolio. The current circumstances seem to indicate a potential opportunity has arrived. To summarize the situation: BKM has achieved profitability based on its Q3 FY23 results. This suggests that it is highly unlikely for FY23 to be a year of losses for the company.  Source: BKM 3Q & 9m2023 Corporate Highlights Furthermore, BKM has successfully completed the disposal of its tugboats and has received the remaining S$460k in cash. This means that the company's financial results will no longer be negatively impacted by this unprofitable segment of its business In addition, BKM has collect

It has been some time since I last wrote here. As some of you may know from following me on other platforms like  X  and Seeking Alpha , I have been writing and sharing my views elsewhere. You can find links to my work on those sites in this LINK here. Now, I wanted to provide an update on my 2023 portfolio performance and outline my strategy for 2024. To begin, my portfolio from 2023 did not change since my Restart article in Mar 2023, as I am still around 40% below my initial investment. I have not done exact calculations since my holdings are fully consolidated on Interactive Brokers, except for some Singapore stocks in my CDP account. Regardless, these returns are not satisfactory and very disappointing. Given that reality, it is clear that my previous outlook for 2023 did not come to fruition. Therefore, shaping my approach for 2024 is of utmost importance. I have reviewed my portfolio multiple times, reexamining what I am looking to achieve. After thorough consideration, I have

Originally intended as a paid article, circumstances led me to publish it for free on my blog instead. As a result, I kindly request your support by sharing this article and clicking on the Google Ad on the side. Your gesture would be greatly appreciated! Why I Remain Invested  I was asked to share my thoughts on Digital Turbine (APPS) in light of ongoing discussions on X . As a long-term shareholder who has closely followed the company, I feel compelled to explain my rationale for persisting as an investor despite challenges.  I initially purchased APPS shares around $30, witnessing the stock rise above $90 before helplessly watching it plummet to just $5 over three years. While I sold a small portion in the $8-10 range, the bulk of my position remains deeply unrealized. It once comprised a sizable allocation that has now dwindled considerably due to further declines rather than averaging down. Chart of Digital Turbine over last 5 Years. From SeekingAlpha Thus, given the negligible c

I was going through some old documents and found my receipt showing that I had previously paid Corvyiva's services. As a new dad, Corvyiva provided an alternative form of insurance for my loved ones. Cost was not the primary concern, but when competition exists price war inevitably follow. Fundamentally, I chose Corvyiva at that time due to their offering the same service at a lower price point. It is worth noting that there is also a publicly traded company that provided similar services in the commercial storage of umbilical cord blood stem cells. Cordlife Group Ltd (CGL) lists on the SGX. I recall placing the company on my watch list when I began blogging in 2015, though I ultimately did not invest.  Cordlife Logo As the company's share price has noted better periods in the past, I was fortunate in my decision. From Google Finance Moving forward, it may be interesting to analyze CGL current business model to determine whether re-adding the firm to my portfolio watchlist is m