Investment Talk

[iknowuwanthislah]

To those forumers who have PMed me asking me to teach you about investing or investments, sorry to say, i have no time and it doesnt work this way.

 

There is no shortcut, just do your own reading and invest slowly.

everyone will have their own way and own opinions.

so please look for yours.

 

i only share what i share on this thread.

my track record can be evidenced but this doesnt mean you should just follow what i do.

each persons risk profile and networth is different and so the investing instruments and style would also be different.

 

dont be too sore, when i reject you.

I dont just reject you, i reject everyone.

 

If you know what i do professionally, perhaps you may understand why.

 

good luck All.

cheers

 

haha.. i almost laughed falling out of my chair.

 

there is no shortcuts to success...

investments are not cookie clutter.

there is no such thing as "copy and paste"

 

you reap what you sow...

[my2sons]

well said guys, have a great trading months ahead

[Throttle]

Good to hear from you fellas. Its been quiet here.

all the best in your investments and trading

[paithorn]

Hi bro, am fine. Thanks.

still in the market after all these years.

 

how about your side?

 

best regards

 

I've not invested for long time.....

[Throttle]

I've not invested for long time.....

 

 

May not be a bad thing, mate.

especially in 2015

[Throttle]

1st qtr 2016 gone.

recouped all my losses and turned around with a $50k profit.

now looking for some income producing assets to buy

[ultimac]

1st qtr 2016 gone.

recouped all my losses and turned around with a $50k profit.

now looking for some income producing assets to buy

 

wow, what is your portfolio?

[Throttle]

wow, what is your portfolio?

 

40% fixed income, 40% equities, 20% cash now.

[iknowuwanthislah]

1st qtr 2016 gone.

recouped all my losses and turned around with a $50k profit.

now looking for some income producing assets to buy

 

congrats...

 

income producing assets like what? property?

 

40% fixed income, 40% equities, 20% cash now.

 

btw, whats your take on the USD currently...

 

just nibbled abit of starhub today...

[Throttle]

congrats...

 

income producing assets like what? property?

 

 

 

btw, whats your take on the USD currently...

 

just nibbled abit of starhub today...

 

property? no lah.

 

you have asked me twice about property already bro.

and my answer is the same.

 

property is overprice, low yield and illiquid.

too soon to go in. It will come off further.

as an investment, it is today a lousy vehicle.

 

there are aother things available as per my portfolio.

just look at ST engineering which i have been shouting for you guys to buy at below $3, at $2.80 at $2.70 . In just two months it is $3.25 or 20% returns on capital.

moreover you can hold for dividends of around 3-4% pa.....

 

 

i think the USD is a bit too weak.

i am looking for a chance to buy another usd200k and put it into another bond which will give me aaround 5% pa returns.

 

Hopefully by 55yrs old i can hit $20k per month recurring income.

its not a lot but enough to get by simply and treat myself once in a while

i am not a big spender.

 

All the best fellas.

Edited April 4, 2016 by Throttle

[Throttle]

St Engineering is my top pick this year. Longer term price target is $4.

i hold about 40,000 shares of this stock at an average of $2.93 now.

my strategy is to go in 10,000 again at $2.60 and 10,000 every 10% drop thereafter to accumulate another 50,000 shares

 

this is a solid long term hold for me as i take in dividends of about 4%++

 

Will accumulate up to $250k of this stock.

should give me $11k-12k of dividends pa.

thats $1k a month, enough to cover my cigars expenses.

 

yeah

 

 

Proof of my track record.

I posted above in Jan 2016

[Throttle]

Be cautious when everyone is drawing a rosy picture for the future so if people are still nibbling then is not time yet. Everyday combing thru car forum,bike forum and hardwarezone, it seem like people are averaging down...Hmmm...

Be greedy when everyone think something is hopeless, let hope that my emotion would not take over and be afraid when the time comes....

I missed 2008, getting married, kids and BTO buying, so not much cash. After almost a decade of prudent living, hopefully can make it....

 

Well looks like you missed yet again when we were buying up in Feb.

Nevermind wait for next round.

[Throttle]

A very tough market out there.

Bruised and battered. Can run but cannot hide.

bought sembcorp at $2.25, ocbc at $7.55

slowly slowly

hang on , fellas.....

Gonna be a rough ride.

 

increased cash reserves to 20% for time being....

 

Above posted in mid Feb.

bought at market low.

[iknowuwanthislah]

property? no lah.

 

you have asked me twice about property already bro.

and my answer is the same.

 

property is overprice, low yield and illiquid.

too soon to go in. It will come off further.

as an investment, it is today a lousy vehicle.

 

there are aother things available as per my portfolio.

just look at ST engineering which i have been shouting for you guys to buy at below $3, at $2.80 at $2.70 . In just two months it is $3.25 or 20% returns on capital.

moreover you can hold for dividends of around 3-4% pa.....

 

 

i think the USD is a bit too weak.

i am looking for a chance to buy another usd200k and put it into another bond which will give me aaround 5% pa returns.

 

Hopefully by 55yrs old i can hit $20k per month recurring income.

its not a lot but enough to get by simply and treat myself once in a while

i am not a big spender.

 

All the best fellas.

 

haha, my bad, pardon my narrow thinking.

when you mentioned "income-producing assets". the first thing that came to my mind was "property"?.

exactly becoz i recalled you mentioned before you were adverse to property, thats why i thought it was kinda weird that you were looking into it

anyway, thats why you are a savvy investor, and i am just picking up the scraps at the bottom of the food chain. =)

 

STE was a good call. not enough funds for too many buys, since it was directed to some other areas.

But did go into ocbc though. happy with it so far. =)

 

hey man, dont fret too much, judging the way you are going (from your posts here),

dont really see a problem of you achieving your target. perhaps even sooner, maybe...

[Throttle]

haha, my bad, pardon my narrow thinking.

when you mentioned "income-producing assets". the first thing that came to my mind was "property"?.

exactly becoz i recalled you mentioned before you were adverse to property, thats why i thought it was kinda weird that you were looking into it

anyway, thats why you are a savvy investor, and i am just picking up the scraps at the bottom of the food chain. =)

 

STE was a good call. not enough funds for too many buys, since it was directed to some other areas.

But did go into ocbc though. happy with it so far. =)

 

hey man, dont fret too much, judging the way you are going (from your posts here),

dont really see a problem of you achieving your target. perhaps even sooner, maybe...

 

hi dude, actually i am not adverse to properties.

but for investment purposes, timing and yield is very important.

when the time comes, i'll get back to it.

Its all about risk adjusted performance.

 

hopefully can acheive, but life goes on even if not.

just tighten belt a bit.

no fish, prawn also can.

 

all the best.

[Throttle]

Ooooooohhhh.....portfolio up another $20k++ these 2 weeks..... Yeah.

 

my new bike is paid for.......heheh

[my2sons]

hhhuuuaaattt everyone

[kzone]

bros, need ur advise. if u believe oil prices is going up, what are some of the best stocks to buy?

[Throttle]

bros, need ur advise. if u believe oil prices is going up, what are some of the best stocks to buy?

 

Oil producing companies lor.....

and all the other directly related companies lor....

if in SG, Keppel will be the one.

[Throttle]

ST engineering is $3.35

 

huat ah!

[Throttle]

Sibei hapening $3.43!

[Throttle]

Oooooi, what happen to the rest of the gang?

 

Post some good kangtao leh!

[iknowuwanthislah]

bo kangtao, thats why come in here look for kangtao.. hahh

 

throttle , you are keeping this thread alive.. haha..

 

just wondering, with your indepth knowledge in the financial sector.

whats the impact of the Brexit (if) on the local market?

[Throttle]

Yup, but you guys need to contribute as well.

my ST engineering still on its way up.

 

 

for brexit direct impact on Sg i think it would be about the legal set up of the companies here and their access to the EU afterwhich.

 

if Britain step out of EU and has to renegotiate and reestablish all the market access and terms and conditions, it would be a mess and clearly an impediment to businesses. So if the british companies doing business in singapore are incorporated not as a seperate entity and are legally deemed as a british, they could also be excluded from all the negotiated Market access.

 

quite headache although there will always be winners and losers both ways?

 

But no matter what, not very conducive to doing business leh.

[Yahmarhuh]

any of u guys accumulating Keppel? Below $6 now.

Thinking of buying some since oil reserves getting low