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Wavehunter,
It is so blessed to have a ' lovely one' to treasure.
Kit-kat is so fattening and we bears are already very fat.
So my ' lovely one' will be given an apple or a pear.
The gut is more sensitive to salt and sweets as we get old.
May we all grow old with our ' lovely ones' .
Thank you for reminding me to take time out and have a kit kat.
Trade healthily with fruits and vegetables (and salmon)
It is so blessed to have a ' lovely one' to treasure.
Kit-kat is so fattening and we bears are already very fat.
So my ' lovely one' will be given an apple or a pear.
The gut is more sensitive to salt and sweets as we get old.
May we all grow old with our ' lovely ones' .
Thank you for reminding me to take time out and have a kit kat.
Trade healthily with fruits and vegetables (and salmon)
wavehunter ( Date: 05-Apr-2024 14:52) Posted:
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Mr Bear,
Thanks for sharing your thoughts.
I enjoyed reading your inputs.
Yes, hungry then go and eat first.
Coz a hungry man is a grouchy man.
My lovely one becomes rather irritable and grouchy whenever she is hungry.
If we are going somewhere near for dinner, I will keep conversation to a " need to" basis and focus on getting there (the dinner venue).
But if we going somewhere further, I will suggest to her to munch on a bar of Kit Kat meantime.
This is something which works for me and my lovely one and I discovered it quite by accident.
For some reason, the chocolate in a Kit Kat bar is very effective to kill hunger pangs and it takes effect within 5 to 10 mins.
Hunger pangs is what makes us irritable and cranky when we are hungry.
No hunger pangs = no irritation and grouchiness. And PEACE can return.
After that, I can make my way to the dinner venue without me having to walk on eggshells around my lovely one.
Thanks for sharing your thoughts.
I enjoyed reading your inputs.
Yes, hungry then go and eat first.
Coz a hungry man is a grouchy man.
My lovely one becomes rather irritable and grouchy whenever she is hungry.
If we are going somewhere near for dinner, I will keep conversation to a " need to" basis and focus on getting there (the dinner venue).
But if we going somewhere further, I will suggest to her to munch on a bar of Kit Kat meantime.
This is something which works for me and my lovely one and I discovered it quite by accident.
For some reason, the chocolate in a Kit Kat bar is very effective to kill hunger pangs and it takes effect within 5 to 10 mins.
Hunger pangs is what makes us irritable and cranky when we are hungry.
No hunger pangs = no irritation and grouchiness. And PEACE can return.
After that, I can make my way to the dinner venue without me having to walk on eggshells around my lovely one.
Trader Wavehunter,
Allow me to write a few thoughts after quoting me. Thanks for the quote. You quote well. You must be a writer also.
The list:
" DBS
UOB
OCBC
SGX
ST Engrg
Keppel Corp
SembCorp
Capital Ascendas REIT
CICT
CapitalandInvest
Mapletree Industiral Trust
Mapletree Logistics Trust
Mapletree Pan Asia Commercial Trust
Wilmar International
Singapore Airlines"
THE STI ETF will replicate quite closely.
" the first thing you must get right is STOCKPICK"
Seems perfectly logical. After all Warren Buffet and some of his fellow fund managers do that well. Read Peter Lynch' s " One Up On Walls Street" and one can start thinking that we need to pick ten baggers (1000% profit) and 5 baggers (500% profit).
But is it easy to pick the winning stocks?
Methinks this is easier said than done. I' ll leave it here as an assertion without argument and move on skipping pennies as you have written so eloquently because they remind me of the monkeys that you well described. They stole my bananas under my nose!
Your next paragraphs are on timing the market having identified ' good' stocks which I presume are stocks provided in your list above.
A word on timing the market. As correct as your analysis is on the market cycles on hindsight, absolutely nobody knows for certain when the next correction or bear market is for us to invest. We only have prices today in relation to yesterday and know for certain that DBS/OCBC are now trading near their 2024 highs and near xd/CB etc. But we can never foretell the direction of the market. Unless you are an insider with some news.
So the best in my view for young people is to save and invest regularly in a regular savings plan and do what experts call dollar cost averaging. This is a kind of formula investing that ensures we spread our market risks over time and smooth returns. It may not make us instant millionaires, but our children have the opportunity to accumulate wealth using the time-tested compounding effects of time. Thus, the saying, not timing the market but time in the market.
So, I really like your list which you have painstakingly compiled over time and will not argue its merits and demerits here. It makes sense to pick the right stocks but it is by no means easy. Easier to say, avoid pennies and just go for large-caps. In this case, buying the ST index will do.
It may surprise you that according to some stock theorists, it does not matter what stocks you pick at all, as long as your keep your portfolio diversified. So, buying the whole SGX/LSE/HKSE/US market makes sense for those neither skilled nor patient to pick stocks.
I know you and many others will disagree with these views on market timing and stock picking, but as I need to fill my hungry stomach, signing off for now.
Trade with openness to what we see and not what we want to see
Allow me to write a few thoughts after quoting me. Thanks for the quote. You quote well. You must be a writer also.
The list:
" DBS
UOB
OCBC
SGX
ST Engrg
Keppel Corp
SembCorp
Capital Ascendas REIT
CICT
CapitalandInvest
Mapletree Industiral Trust
Mapletree Logistics Trust
Mapletree Pan Asia Commercial Trust
Wilmar International
Singapore Airlines"
THE STI ETF will replicate quite closely.
" the first thing you must get right is STOCKPICK"
Seems perfectly logical. After all Warren Buffet and some of his fellow fund managers do that well. Read Peter Lynch' s " One Up On Walls Street" and one can start thinking that we need to pick ten baggers (1000% profit) and 5 baggers (500% profit).
But is it easy to pick the winning stocks?
Methinks this is easier said than done. I' ll leave it here as an assertion without argument and move on skipping pennies as you have written so eloquently because they remind me of the monkeys that you well described. They stole my bananas under my nose!
Your next paragraphs are on timing the market having identified ' good' stocks which I presume are stocks provided in your list above.
A word on timing the market. As correct as your analysis is on the market cycles on hindsight, absolutely nobody knows for certain when the next correction or bear market is for us to invest. We only have prices today in relation to yesterday and know for certain that DBS/OCBC are now trading near their 2024 highs and near xd/CB etc. But we can never foretell the direction of the market. Unless you are an insider with some news.
So the best in my view for young people is to save and invest regularly in a regular savings plan and do what experts call dollar cost averaging. This is a kind of formula investing that ensures we spread our market risks over time and smooth returns. It may not make us instant millionaires, but our children have the opportunity to accumulate wealth using the time-tested compounding effects of time. Thus, the saying, not timing the market but time in the market.
So, I really like your list which you have painstakingly compiled over time and will not argue its merits and demerits here. It makes sense to pick the right stocks but it is by no means easy. Easier to say, avoid pennies and just go for large-caps. In this case, buying the ST index will do.
It may surprise you that according to some stock theorists, it does not matter what stocks you pick at all, as long as your keep your portfolio diversified. So, buying the whole SGX/LSE/HKSE/US market makes sense for those neither skilled nor patient to pick stocks.
I know you and many others will disagree with these views on market timing and stock picking, but as I need to fill my hungry stomach, signing off for now.
Trade with openness to what we see and not what we want to see
wavehunter ( Date: 05-Apr-2024 12:01) Posted:
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" Invest in portfolios, not stand-alone stock"
-quote unquote Mr Bear.
DBS
UOB
OCBC
SGX
ST Engrg
Keppel Corp
SembCorp
Capital Ascendas REIT
CICT
CapitalandInvest
Mapletree Industiral Trust
Mapletree Logistics Trust
Mapletree Pan Asia Commercial Trust
Wilmar International
Singapore Airlines
Like I always say, the first thing you must get right is STOCKPICK.
Pick the right stock to invest in. If the price falls, you can HOLD.
Add more if you can. Its just a question of waiting it out for the next high tide to return.
The same cannot be said of penny stocks. Becoz pennys are manipulated and driven by monkeys.
I call them " monkeys" . You all know them by their other names - BBs, invisible hands, Chng Kay, dealers,
smart money, stock operators or stock manipulators etc. When a penny counter is pushed up for the usual
PUMP & DUMP routine, the monkey will run road when he has enough. That' s when the music stops and
those still holding are left to carry the babies. A good stock will eventually find a bottom and recover. A penny
stock wont. When it falls off a cliff, it stays at the bottom. Until the monkey decides to come back for another
round of PUMP & DUMP musical chair game. Which may be quite some time. Or never.
So first things, first. Pick the right stocks for your investment portfolio.
Next thing is appreciate there is a fundamental difference between " a good stock" and " a good stock to invest in" .
Take for example DBS, UOB or OCBC. Are they good stocks? Of course they are !!!
But are they good stocks to invest in ? Not if they are trading at their 52-Week Highs. But a resounding YES if they
are trading at their 52-Week Lows. So yes, its all about the entry price but it must be taken in the context of the current
market conditions. No one will argue with you that $20.00 is a very good price to accumulate DBS. But in this time and
age, will one still be able to buy DBS at $20 ??? Even $28.00 will be very hard to come by let alone $20.00.
When is the best time to buy stocks? When there is a market crash. When there is bloodletting everywhere. Even it
it is your own blood. But a crash dont come by that often. The last major low we had was the OCT Lows of 2022.
And before that was the COVID Selldown of MAR 2020. These were good buying opportunities but we dont get them
often enough. So instead of waiting for the next crash to come, we look for the next best opportunites to buy. These
are the corrections where prices retreat 10% to 15% from their Last High.
So if you pick good stocks to buy and you buy them during a 10% to 15% correction and you repeat this process to
build up your investment portfolio and reinvest your dividends year after year, after 20 to 30 years, you will have a
tidy sum to fund your retirement and live well.
-quote unquote Mr Bear.
DBS
UOB
OCBC
SGX
ST Engrg
Keppel Corp
SembCorp
Capital Ascendas REIT
CICT
CapitalandInvest
Mapletree Industiral Trust
Mapletree Logistics Trust
Mapletree Pan Asia Commercial Trust
Wilmar International
Singapore Airlines
Like I always say, the first thing you must get right is STOCKPICK.
Pick the right stock to invest in. If the price falls, you can HOLD.
Add more if you can. Its just a question of waiting it out for the next high tide to return.
The same cannot be said of penny stocks. Becoz pennys are manipulated and driven by monkeys.
I call them " monkeys" . You all know them by their other names - BBs, invisible hands, Chng Kay, dealers,
smart money, stock operators or stock manipulators etc. When a penny counter is pushed up for the usual
PUMP & DUMP routine, the monkey will run road when he has enough. That' s when the music stops and
those still holding are left to carry the babies. A good stock will eventually find a bottom and recover. A penny
stock wont. When it falls off a cliff, it stays at the bottom. Until the monkey decides to come back for another
round of PUMP & DUMP musical chair game. Which may be quite some time. Or never.
So first things, first. Pick the right stocks for your investment portfolio.
Next thing is appreciate there is a fundamental difference between " a good stock" and " a good stock to invest in" .
Take for example DBS, UOB or OCBC. Are they good stocks? Of course they are !!!
But are they good stocks to invest in ? Not if they are trading at their 52-Week Highs. But a resounding YES if they
are trading at their 52-Week Lows. So yes, its all about the entry price but it must be taken in the context of the current
market conditions. No one will argue with you that $20.00 is a very good price to accumulate DBS. But in this time and
age, will one still be able to buy DBS at $20 ??? Even $28.00 will be very hard to come by let alone $20.00.
When is the best time to buy stocks? When there is a market crash. When there is bloodletting everywhere. Even it
it is your own blood. But a crash dont come by that often. The last major low we had was the OCT Lows of 2022.
And before that was the COVID Selldown of MAR 2020. These were good buying opportunities but we dont get them
often enough. So instead of waiting for the next crash to come, we look for the next best opportunites to buy. These
are the corrections where prices retreat 10% to 15% from their Last High.
So if you pick good stocks to buy and you buy them during a 10% to 15% correction and you repeat this process to
build up your investment portfolio and reinvest your dividends year after year, after 20 to 30 years, you will have a
tidy sum to fund your retirement and live well.
Thanks wavehunter,
What you described is the opposite of a bear run of which I am more familiar.
Not sure if I have the patience and Bolas to do what u described, but we'll see.
Happy chicken runs
What you described is the opposite of a bear run of which I am more familiar.
Not sure if I have the patience and Bolas to do what u described, but we'll see.
Happy chicken runs
wavehunter ( Date: 04-Apr-2024 10:45) Posted:
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Yes, Mr Bear.
Ascendas is not only a good stock to invest in for long term when the price is right but also a good stock for chicken run when
conditions are favourable. All that is needed to chicken run her are:
1. Capital which you dont need for the next 1 year.
2. Patience to wait for a pullback to come and go first.
3. Bolas to hit the button.
4. A mindset to take profits when her upmove loses steam.
.
Ascendas is not only a good stock to invest in for long term when the price is right but also a good stock for chicken run when
conditions are favourable. All that is needed to chicken run her are:
1. Capital which you dont need for the next 1 year.
2. Patience to wait for a pullback to come and go first.
3. Bolas to hit the button.
4. A mindset to take profits when her upmove loses steam.
.
MrBear12 ( Date: 04-Apr-2024 09:14) Posted:
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Reits in green territory
seanpent ( Date: 04-Apr-2024 09:09) Posted:
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today Ascendas like you, no horse run :)
wavehunter ( Date: 03-Apr-2024 10:18) Posted:
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Sir,
Thank you for your explanation and analysis here.
I appreciate that it is wishful thinking owning Temasek shares.
However, I was using a thought experiment to illustrate the importance of having a portfolio of good stocks like Ascendas.
In the past 20 years or so, Temasek has reaped handsome returns. The contribution of Ascendas reit to Temasek' s overall returns has been very great.
I am confident that Ascendas Reits will continue to perform, but maybe not at the same rate of returns of the past 20 years. It is risky to put all our eggs in this one basket.
If we can find a portfolio of stocks like Temasek' s that can generate a rate of return like Ascendas' , then we may be able to retire comfortably.
May you and your family be blessed to find such a portfolio.
Invest in portfolios, not stand-alone stock.
Thank you for your explanation and analysis here.
I appreciate that it is wishful thinking owning Temasek shares.
However, I was using a thought experiment to illustrate the importance of having a portfolio of good stocks like Ascendas.
In the past 20 years or so, Temasek has reaped handsome returns. The contribution of Ascendas reit to Temasek' s overall returns has been very great.
I am confident that Ascendas Reits will continue to perform, but maybe not at the same rate of returns of the past 20 years. It is risky to put all our eggs in this one basket.
If we can find a portfolio of stocks like Temasek' s that can generate a rate of return like Ascendas' , then we may be able to retire comfortably.
May you and your family be blessed to find such a portfolio.
Invest in portfolios, not stand-alone stock.
wavehunter ( Date: 03-Apr-2024 10:36) Posted:
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You mean as in Temasek Holdings Pte Ltd going public and having an IPO ar ? 
No way that will ever happen.
This is a national sovereign wealth fund set up to look after the hard-earned CPF savings of hardworking Singaporeans and
taxes paid by successive generations of Singaporeans to the Goverment for safekeeping and to grow it. Otherwise how to
have a strong reserve built up over the years to see us through hard times like during the pandemic as well as to provide
cash support for Singaporeans in the form of cash payout, CDC vouchers, Medisave top-ups and USave and S & C rebates.
Profits generated by Temasek Holdings are used to fund government policies and public programmes. If Temasek is publicly
owned by corporate and private shareholders, profits will have to be paid to them as dividends. So this will never happen as
it cannot be allowed to happen. Just like Singapore Pools will also never ever go public. For obvious reasons.
No way that will ever happen.
This is a national sovereign wealth fund set up to look after the hard-earned CPF savings of hardworking Singaporeans and
taxes paid by successive generations of Singaporeans to the Goverment for safekeeping and to grow it. Otherwise how to
have a strong reserve built up over the years to see us through hard times like during the pandemic as well as to provide
cash support for Singaporeans in the form of cash payout, CDC vouchers, Medisave top-ups and USave and S & C rebates.
Profits generated by Temasek Holdings are used to fund government policies and public programmes. If Temasek is publicly
owned by corporate and private shareholders, profits will have to be paid to them as dividends. So this will never happen as
it cannot be allowed to happen. Just like Singapore Pools will also never ever go public. For obvious reasons.
MrBear12 ( Date: 03-Apr-2024 08:42) Posted:
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seanpent ( Date: 03-Apr-2024 08:22) Posted:
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bro, you no horse run, knows Ascendas like the back of your hand 
wavehunter ( Date: 02-Apr-2024 23:48) Posted:
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Just how many who subscribed back in 2002 at $0.88 per share and still holding them today ar?
Got lah.
Temasek Holdings lor.
Dividends collected since 2002 till now would have more than paid for all their shares.
Whatever shareholdings Temasek has now is 100% profit.
.
Got lah.
Temasek Holdings lor.
Dividends collected since 2002 till now would have more than paid for all their shares.
Whatever shareholdings Temasek has now is 100% profit.
.
MrBear12 ( Date: 02-Apr-2024 22:39) Posted:
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