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Need advice to build a portfolio - after reading t

Singpost is a good company with good management and is financially sound. The company have weather crisis in Singapore for many many times, no problem in riding out the recession in the event Singapore going into a deep recession caused it has experience many times before. It is not a very sexy stock with alot growth stories. But as long as the business model remain revelent to the current technology advancement it should stay.

As for you are looking at the dividend yield, might be affect as usually in crisis company of any management will decide to hoard more cash. But I think the dividend policy of every quarter will still stay.

#1 in case any scenario will hit them hard where they need alot of cash

#2 when market show sign of improvement, time for acquistion to fund growth

I will not know how long this financial crisis will last, if this is spare cash it is ok buy Singpost Ltd. I will not know if they will drop further. But when the next bulll run come in maybe 2-3 years or maybe longer like 5-7. I am pretty sure Singpost Ltd will still be around.

Definite a good time to invest a little in this counter, cause it is defensive in nature. You must ask yourself whether u can set aside fund for this counter for how long (cus this might be long term before u see any gain. Need to aside some fund to average out buy more if we are really in a deep crisis.

Insider of Singpost buy at $1 so you are buying at 0.80 is a bargain. December is coming if crisis stablised will see some support of window dressing on the counter as banking fund move in.

 

 

Thank you for sharing your investment insight.

May I ask you whats your view on Singpost?

knightbridge      ( Date: 14-Oct-2008 20:51) Posted: In 5 years time if it double. I will sell based on a few scenario When I nid money for other things i will sell the stock or the stock has become too optimistic especially in a bull run ( When investor think the company can use $1 to make $50 in a short period of time) or when the company start making loss. I dun like company that dun make profit in my pofolio. If the business model in 5 year time is still relevant and they are still in their monopoly business and continue to generate good ROE I will still hold and sell 30% to keep my capital.

 

knightbridge

Thanks for sharing.

 

 

In 5 years time if it double. I will sell based on a few scenario

When I nid money for other things i will sell the stock or the stock has become too optimistic especially in a bull run ( When investor think the company can use $1 to make $50 in a short period of time) or when the company start making loss. I dun like company that dun make profit in my pofolio.

If the business model in 5 year time is still relevant and they are still in their monopoly business and continue to generate good ROE I will still hold and sell 30% to keep my capital.

 

Knightbridge

agree with ur posting.

My question is after holding for 5 years and the price has double,would u sell and wait to buy in low again????

 

To create a defensive pofolio for Singapore stock. My advise is buy only monopoly businesss in singapore, do homework on those counters jump in when the price is weak. Hold for 5 years or more , I am pretty sure u will beat the market. Better than do so many trade incurring huge commision for the brokerage house. BUY AT THE RIGHT PRICE AND HOLD UNTIL U NID MONEY FOR BIG PURCHASE

SMRT price in 2013 no competition you guess the price. If they make bad investment overseas, just increase fees the authority will not stop them cus temasek own. Who can build and operate another MRT line in Singapore? None

SPH price in 2013 no competition. Unless singapore stop reading newspaper. You look back 10 to 20 year the track record shows

SGX price in 2013 no competition. Can raises fee from listed company. Depend on whether the neighbouring countries stock exchange can improve very fast if not still guarantee profit business.

ST Engineering in 2013 no competition. They are making weapons to defend Singapore. How can Government dont let them make money. If not added security risk for singapore if they start selling alot weapons to neighbour countries to make profit.

Why I didnt add Singapore Airline, Capital Land, Keppel Corp, Singapore Telecom and the rest. Cus these companies have grown in size cannot just rely on Singapore Government to make profit. They got competition in there business model cannot any how increase price.

When invested in stocks rely on your common sense. Good management and sound business model enough to make profit ler. If a good company with the best business model, run by monkey will stilll fail. Dont listen too much what analyst say about stock will go to what price, they can analyse financial report but what quanlified them to predict the future. They are not people who can see into the future.

 

hi taybe1071

one way is to look at business times under insider trade. I do homework on a stock after i will check any insider trade recently whether the window period is open for insider to trade.

There are many counter which based on financial report is very attractive, but when there is 0 trade for insider i will think twice before investing.

One good example. K1 venture and chuan hup. Just b4 one month temasek start to buy more of the counter after that they annouce fat dividend. u can check sgx website track back the announcement and price time line u will see why.

I brought SGX at after IPO a few years ago. i still hold it and didnt sell it at it peak some investor say i stupid. Why i hold SGX which i brought at $1.30.  Monopoly business in singapore if it dun make money just increase it fees to make profit. So easy for singapore listed company in monoply to make money. If singapore fail, all my Sing Dollar will be worthless also.

 

SGX, SembCorp, CapLand...looking to pick them up when prices are right again

and now that i've read the threads, SPH and SMRT are on my watchlist too ;)

 

Hi knightbridge,

"One can be copy investing, buy what temasek holding is buying recently for singapore stocks and buy around the same price. This is call riding on their research dept".

Where can I get the info ? Thanks for sharing.

knightbridge      ( Date: 13-Oct-2008 00:47) Posted: hi rueyloon Your counter are pretty defensive. My advice is u have to set your target return for the 3 years. What kind of rate of return u are looking at? Do u set stop lost limit for your counter if the counter u buy drop 10% do u cut loss or plan to buy more. This are defensive mechanism to place in yourself before investment. My recommendation for investing in Spore Stock. One can be copy investing, buy what temasek holding is buying recently for singapore stocks and buy around the same price. This is call riding on their research dept. 2nd if u will hold for very long like 10 years do some dollar averaging, buy stocks in monopoly sector of singapore. (Temasek got stake in all this company) Example SMRT - should not have another operater in the next 10 years, every years raise fares and record sales and profit for the last few years. SPH - 2nd newspapers print company in singapore unlike. Media company is under government watch so unlikely to have a 2nd newspaper company. Singpost - For dividend play. Unlike that any local company will want to fight against them for a pie in the mailing business. Not worth to put so much capital to fight for a limited growth market K1 Venture - look under dividend yield u will be impress. Major shareholder keppel corp which is also temasek holding ST Engineering - Sure got government military contract will not lose money, how many ex-military men working in ST u find out your self. If you are buy for long term , these company will do alright in the next 10years. If u make big loss in these counter , Temasek will lose more cus they are bigger investor. Buy at the right price for these counter, u should be doing ok.

 

I agree with ten4one in 2 stocks,  i.e. SMRT & SPH, buy at < $1.50 & $3.50 rspectively. Can add Singtel into it also at <$2.50. Just my current view...follow at your own risk, hehehe!

 

AK opine that at this buoyant market, to Long may not be the ripe time, though many conters, esp component stocks, are seemed shit cheap now.

Currently, hit and run or very short term trading could be more viable, if your fingers are itche.

 If not, stay sideline and observe the global financial crisis situation. Once it is stabalised and cleared, then lesser risk in investing liao.

AK view only. 

 

How about Wing Tai? The last time I at it NAV was about $1.05. Since then prices have plummeted. I wonder when is the time to pick it up again. 

 

I agreed with knightbridge and I particularly like SMRT and SPH. SMRT should be able to turn in better returns as fuel prices drop and riderships up. SPH has a solid balance sheet and pays good dividends and of course, good magmts.

rueyloon, maybe you should take a look at some REITS and choose one that could offer consistent dividends payout. Take your time, this is the BUYER'S MARKET! Cheers! 

 

hi rueyloon

Your counter are pretty defensive. My advice is u have to set your target return for the 3 years. What kind of rate of return u are looking at? Do u set stop lost limit for your counter if the counter u buy drop 10% do u cut loss or plan to buy more. This are defensive mechanism to place in yourself before investment.

My recommendation for investing in Spore Stock.

One can be copy investing, buy what temasek holding is buying recently for singapore stocks and buy around the same price. This is call riding on their research dept.

2nd if u will hold for very long like 10 years do some dollar averaging, buy stocks in monopoly sector of singapore. (Temasek got stake in all this company) Example

SMRT - should not have another operater in the next 10 years, every years raise fares and record sales and profit for the last few years.

SPH - 2nd newspapers print company in singapore unlike. Media company is under government watch so unlikely to have a 2nd newspaper company.

Singpost - For dividend play. Unlike that any local company will want to fight against them for a pie in the mailing business. Not worth to put so much capital to fight for a limited growth market

K1 Venture - look under dividend yield u will be impress. Major shareholder keppel corp which is also temasek holding

ST Engineering - Sure got government military contract will not lose money, how many ex-military men working in ST u find out your self.

If you are buy for long term , these company will do alright in the next 10years. If u make big loss in these counter , Temasek will lose more cus they are bigger investor. Buy at the right price for these counter, u should be doing ok.

 

 

sph starhub singtel dbs

 

Recently i also start to look into blue chip as they have fallen quite abit.


 These are my watchlist for your references:

Noble Grp (TP: 0.7) or Olam (TP: range 0.8 - 1.20)


SembMar (TP: range 1.0 - 1.5) or Cosco Corp (TP: below 1.0)


Straits Asia (TP: 0.6)


Yanlord (TP: 0.5)


TP (Target Price to entry)

Im not in hurry to get in now until TP is met as they crisis is far from over and I believe it will drop abit more. Those I listed above are not those heavy weight blue chip. Therefore can easily buy when TP is met.

 Some others that im also interested are SPC and Singtel. (but they are abit exp now, and i dun have there much capital to get these)

 

Just for sharing.  My portfolio will definitely consists of the following counter;

Capitaland, UIC, SPC, SPH, Sembcorp and Singtel.

Thanks

 

I dont particularly like SembMarine as I feel that with the oil prices going south, it may affect the earnings. Also I think the PE is a little on the high side compared with other Blue Chip counters. I prefer Noble, SIA and Wing Tai. Any comments from other Sifus?

 

hello hi, I've been trying to spot a few good blue chips that I can invest in, I saw the same few appearing on ST today so I would like to get some views about building a portfolio. I can spare about 50k for it. I already have some shares, but went in at during the high so no choice but to hold. The shares I'm looking into are Semb Marine Singtel Capitaland Singpost I don't have any other obligations so I can hold for 3 years. I propose to use an averaging formula to buy over a period of 3 months. Just need to time the entry point. I'm still pretty new to trading, the only guy I get to talk to is my dad. HAHA. I work so I don't have time to monitor it everyday. Just in general, anything else I need to think about or look out for ? cheers rgs rueyloon