Wednesday, January 23, 2019

The Happy, The Good, The Bad and The Ugly

I have been thinking about what to write lately. But I seem to have ran out of ideas, although I also have a lot of other things on my mind (more on this later).

Investing Is Getting Boring

Since engaging in Big Ideas Investing Theory, I found myself no longer affected by daily news unless it relates to my targets or companies with my portfolio.

In addition, I felt rather muted now that the market is rising. I feel like I am watching a soap opera when I look at the stock market.

Is this why Gurus says “investing is watching the paint dry”?

Should I Follow Them?

Looking at the blogsphere, I also realized that there are prominent bloggers that have stopped writing. This has been picked up by Chris of Trees of Prosperity .

I actually had that thought too. Currently, I am managing a Telegram Group, FB Page, InvestingNote Profile, Fundamental Scorecard Website and Moat Scorecard on Investing Note.

If readers like to know more about me, there is no lack of channels for them to ask me questions.

There were 2 incidents where I spent at least 1 to 2 hours on the FB messenger app with investors whom wanted to know more about my methods. I told them maybe they can try Fundamental Scorecard. I even gave them free trial. They never even register. This made me thought if I am sharing with the right people.

On the other hand, I already have subscribers on Fundamental Scorecard Website, members on the telegram group, and members on my FB page. Shouldn’t I spend more time on them?

Many may also feel that whether to write a blog is also up to me and I should not complaint (BTW I am not complaining. Just some thoughts in my heads). Nevertheless, I also felt responsible for the readers whom have been reading my blog. I am here today because of them. I feel that I owed it to them (Not saying that I am very successful now).

The reason for feeling this way is that I do require much more effort than others when I blogged. My command of English has always been below average. My General Paper apparently failed a few times. Whenever I blogged, I will write, read through and edit and then I will post. Believe me, I am surprised that I have stayed here so long.

I have also even rejected interviews or companies have rejected my job application because I am a blogger. Nowadays, I made sure I stated clearly in my resume that I am a blogger. The next question is that interviewers will also asked if I am earning significantly from this blog? To be honest, I have only received 2 cheques of US$160 over the past 3 years. Maybe I should have been a Youtuber.

Work-wise, Stuff Happens

There are also issues at work. In fact, numerous issues at work that I felt if I am wearing a “hat too big for my head”.

I noticed that my health has gone from bad to worse, and my stress level is significantly high. Is it due to my incompetency or just that I am working as “Sales, Credit, Collections” at the same time?

The Best Has Yet To Arrive

The best news this year is that I am going to be a FATHER soon. That is terrific news! I have been waiting for this for a long long time!

Nevertheless, once I become a father, I will definitely will have less time for anything else.

What Happens Now?

These are just some thoughts in my head that I have been wanting to write about it. 

Firstly I just like to inform my readers that I will continue to write when I can. Just that the articles may be uploaded and reduced in future and I hope you understand.

Secondly, there are numerous you can contact and find me if you have any questions.

- I have a Facebook Page (Please like!).
- I am on InvestingNote.
- You can join the Fundamental Scorecard telegram group (No Spam Please!).
- You can also sign up under Fundamental Scorecard or Moat Scorecard to follow Simple Investor and my investing style.
- You can also contact me via my email address found in my Contact Page.

That's all for now!

I wish you a Happy Huat Pig Year Ahead! Happy Chinese New Year!

Thursday, January 10, 2019

The Hongkong Stock Market Dilemma

Being a value investor and probably an educator, as well as a researcher, I am very confused over the back-testing I have done via the Hongkong Stock Market.

In this post, I have stated that my back-testing shown that Hongkong Stock Market do not react well to Top 5 Criteria Test Version 1, Top 5 Criteria Test Version 2 and TUB Score Version 2.

However, in the event, I do not follow these metrics to invest in Hongkong Stock Markets - I do not feel that I have a significant margin of safety.

I have also mentions my dilemma in this InvestingNote post and many gurus had also provided their views. Do read them in the comments to the InvestingNote Post.

My Dilemma Stated In InvestingNote
Anyway, I am going to find the answers to my questions again. This answer has to make sense and be easily explainable to others as well.

Here I go again...

If you are interested to know more about The Ultimate Scorecard or Full Analysis, do visit the Fundamental Scorecard website for more information! 

We have also released the Moat Scorecard with InvestingNote. Do take a look!

Oh... and do remember, please like our Facebook page (T.U.B Investing) and follow me on InvestingNote.

Saturday, January 5, 2019

Updates and Revelation of Big Idea 2

As per my Big Ideas Investing Theory, many of you may not really know the company behind my Big Idea 2.

It is a company which I have held for more than 2 years and I had communicated significantly in my blog.

Since 18th Sep 2018, Big Idea 2 has announced that it is in talks to sell one of its 76% owned subsidiary. This subsidiary is the company's main Cash Cow!

As of yesterday, the company had announced that it had confirmed the full disposal of the subsidiary with a gain of over US$69 Million!

Abstract from Announcement

Abstract from Announcement
This is probably the best news I had heard for my investing journey since 2018!

Anyway, without further ado, it is time to reveal the company... the company is Chuan Hup Holdings Ltd!

With the help from the calculation method as per my previous post on the company, the indicative book value of the company seem to be in the range of between S$0.500 to S$0.545.

In Short

With the book value in mind, my strategy to exit my holdings will be an art. I plan to do it in 3 tranches. The first tranche will be in the range of $0.350 to $0.400. The last tranche will be to wait for the next dividend announcement.

In the event, the share price of the company did not react accordingly to my plan, I will also plan to buy more instead.

In my opinion, this event also emphasized that my way of investing probably requires at least 2 years of holding before a significant gain arises!

Do also note that as of 15 Dec 2018, the company, at the price of S$0.295, has been deem as an undervalued company via The Ultimate Scorecard. 

If you are interested to know more about The Ultimate Scorecard, do visit the Fundamental Scorecard website for more information! 

Please do your own due diligence before you invest this counter.

We have also released the Moat Scorecard with InvestingNote. Do take a look!

Oh... and do remember, please like our Facebook page (T.U.B Investing) and follow me on InvestingNote.