Sunday, November 25, 2018

Random thoughts: Sickness

Is the holidays. I usually get very sick when the term break is here.

The funny thing is, beyond the obvious physical discomfort, I actually feel more at peace. I could have guilt free and care free rest, and the people around me are more understanding. When I fell asleep with newspapers around the room, my wife just picked them up without nagging. When I slept and slept, it didnt feel like I am wasting time.

When I brought my dad out for dinner, I had the most relaxing moments with my dad, soaking in the christmas atmosphere at the restaurant. Even when something unpleasant happened that required a lot of cleaning up, I felt my frustration is lower than usual.

I made me wonder seriously about 2 things.

1) Sickness could be managed suffering and it dun have to be all dark and painful, especially with loved ones around.

2) I should really get a change in scope in my job. Not sure how fast and how much things will change with a new boss, but I am very sure now, my job is eating too much of me. The non pupils related part of the work is toxic to me. One man poison could be one man meat. I am not judging,just felt its time to move on if a circle can't fit a square hole.

Anyway, there are counters in stock market is not in good health.

The Lippo Family of Reit is one. Anyone interested in getting FR, I would advise to wait for annoucement of acquisition aka dumping and rights issue.

Lippo mall dumping is always done quite ruthlessly, except for the Kemang Village deal (IIRC the name of the integrated development). FR might fare better, but look at the deal when it appear, there is no need to rush to buy.

Keppel Infrastructure Trust is always trading at above 8 percent yield with another yield Accretive purchase in the pipeline ( I am looking at the discount factor) of rights to buy.

My style of investment, as someone from IN said, is turnaround value play or cyclical play. I am not too sure if it is a accurate assessment, but I am not too concerned about the name.

It Seems just like managed sickness too. It doesn't has to be pure suffering. TheIR could be some peace and panadol of owning it as we wait for the recovery.

Companies that are sick which are in my radar for acquisition or accumulation include:

2) SIA engineering
3) QAF
4) FR
5) KIT
6) Singpost
7) Sembcorp

As with all sickness, some has already taken medicine (aka APPT), some have been resting for a while, some has been hit by the seasonal flu. They might not recover to the best of health just like all illness weaken our body.

Please take note that being around with sick people increased the probability of u falling sick, and where precautions aka risk management ia possible, it is not something u might want to do given a choice.

I just feel that I wouldn't use my sickness as a excuse for absence of caregiving since the doctor just say be careful and wear a mask.

My break, if it has to be given via a sickness, so be it.


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