Solid investing counters

Solid investing counters

If profits were evaporating for a stock I am excited about, I will get even more excited because that also means the share price is coming down which offers me a chance to add to my position in this same exciting stock if the price is worth adding more. Then the next round when the price heads higher again, I will be multiplying the profits in this same stock on a larger position. It is great to hold an increasingly larger position in an exciting stock through time of which it's underlying business fundamentals are strong and growing fast whenever the share price is sensible to keep adding to one's position, the more exciting the share price at cheap valuation the better for an exciting business!


Nice investing wisdom! Any counter to share  @jeremyowtaip?

Try the following list. I think value investors also holds some of the stocks as indicated below.

1. Jardine Matheson Holdings
2. Haw Par Corporation
3. DBS
4. OCBC
5. Nordic
6. Riverstone Holdings
7. Top Glove Holdings
8. Micro Mechanics
9. Ascendas REIT
10. Parkway Life REIT
11. First REIT
12. CapitaCommercial Trust
13. Mapletree Commercial Tust
14. CapitaLand Mall Trust
15. Suntec REIT
16. Raffles Medical Group
17. UOI
18. Sheng Siong
19. Wilmar
20.Food Empire
21. Sunningdale

Of course, there are other stocks/ REITs which are also good. My selection here are the limited ones I have looked at before and they have already shown consistent performance track record so far and probably will be good to be invested for the long term until their fundamentals should change in future.

Of course, there are other stocks which could be vested for a particular period of time for asset value play and upturn in earnings such as selected boutique property stocks or certain property stocks like Wheelock properties whereby their assets carried on balance sheet maybe too conservatively quoted and hold locked hidden value. Or stocks in the turnaround in profitability in their respective industries or undergoing certain current developments which may favour their forward growth such as AEM Holdings, Yangzijiang in the shipbuilding industry, Wilmar in the commodities play should commoditiy prices head higher and return to previous peak and Keppel Corp in the O&G recovery play.

But, the bright spots I feel are still in selected HK and US listed stocks. I have found so many of them in my watchlist. And many of them really amazes me how much yearly growth they have achieved over the past decade which are somewhere 20% and above consistently for quite a number of those really good ones. They are in great expansion mode for these really high growth companies and their share prices are also in expansion mode where all of them have become multi-bagger stocks giving returns of more than 100% on their share prices over the past decade. If an investor can form a portfolio with all these growth stocks and have held them over the past decade through the ups and downs of prices, he or she would have been richly rewarded now.

A popular example is Apple Inc. which has become a 67-bagger stock over the past decade. Another example is Tencent Holdings which has become a 299-bagger stock over the past decade as it has done stock split(s) before. My conclusion is that the pasture is really greener outside if one knows how to pick the right stocks in the overseas markets.

It will be good for serious investor to start digging into the financial numbers and do their own homework before investing on any of these counters.

For one has to know the health of the company, profit level/margin, CAGR % increase for Total revenue , Gross profit and EPS for the past 5 years

. Whether the cash flow is good or not properly managed.Debts level is it ok. cash flow is sufficient to support the dividend payout etc.

Not a call to buy or sell.Trade/invest base on your own decision.

Don't know where it will end for Diw correction!. Doesn't matter. If market correction intensifies, I will use this golden opportunity to rebalance my portfolio.

If bear market should develop anytime soon, I will rebalance by taking some profits off the shares I will like to decrease allocation and increase the position in the shares I will like to reach my ideal weightage allocation during the price decline. It will be so much a breeze to do the rebalancing and repositioning when prices are going cheap.

Hope this little thought and ideas can make you Huat big big for year 2018 and beyond!

Haw Par - Haw Par Corporation Limited, together with its subsidiaries, manufactures, markets, and trades in pharmaceutical and healthcare products. The company’s Healthcare division principally manufactures and distributes topical analgesic products. This division offers ointments, soft, plasters, muscle rubs, liniments, oils, mosquito repellent sprays, mosquito repellent patches, mosquito repellent aerosols, arthritis rubs, joint rubs, neck and shoulder rubs, neck and shoulder rub boosts, back pain patches, ultra thin patches, lotions, and cooling patches under the Tiger Balm name; muscle gels, muscle rubs, and muscle sprays under the Tiger Balm ACTIVE name; and medicated oils and refreshers under the Kwan Loong name. Its Leisure division provides family and tourist oriented leisure alternatives through its owned and operated oceanarium, including Underwater World Pattaya located in Thailand. The company’s Property division owns and leases out various investment properties in the Asia region. This division’s investment property portfolio comprises 45,399 square meters of commercial and industrial space in Singapore and Malaysia. The company’s Investment division invests primarily in quoted and unquoted securities in Asia region. Haw Par Corporation Limited also provides management support services; and leisure-related goods and services, as well as invests in properties and securities. The company distributes its products in the Americas, Africa, the Middle East, Asia, Australasia, and Europe. Haw Par Corporation Limited was formerly known as Haw Par Brothers International Limited and changed its name to Haw Par Corporation Limited in 1997. The company was incorporated in 1969 and is based in Singapore.

Riverstone - Riverstone Holdings Limited, an investment holding company, manufactures and distributes cleanroom and healthcare gloves under the RS brand. It also produces cleanroom finger cots, packaging bags, face masks, and wipers; and other consumables, such as hair nets, static dissipative shoes, safety booties, shoe covers, ESD rubber bands, sticky mats and rollers, swab-polyester and microfibers, antistatic gloves, static dissipative shoes, cleanroom coveralls, and cleanroom papers. In addition, the company trades in latex products; and distributes cleanroom products. Further, Riverstone Holdings Limited offers healthcare products comprising white, blue, black, and accelerator nitrile exam gloves. Its products are used in the hard disk drive, semiconductor, and healthcare industries. The company exports its products primarily to the Americas, Asia, and Europe. Riverstone Holdings Limited was founded in 1989 and is based in Singapore.