Saturday, June 24, 2017

Random thoughts: Rainy days, Singapore

I have been walking around Singapore with my family. We been to river safari and sentosa. Broadwalk during rainy days. I thought the view during rainy days are beautiful. 

 

 

 

Rainy days also mean the crowd is more manageable in the beginning. Otters at river safari are particularly playful and active during the rainy day. Very photogenic.

 

Remind me of the contrarian style of investing.

Seeing beauty in the rain. 

My biggest holding in terms of cost invested is Silverlake axis. It's has been rainy for a while. People seem not to see the rainbow. They won 3 contracts in a month, one of which is a with a major customer in Thailand. The other contract for existing company to merge overseas operations, I suspect is RHB. 

Fuzosoft latest earnings show profits. GIT exit almost done. 2 months holding period and we will
Know if we have a special dividend. Even if there is none, yield is more than 5% for a company with improving fortunes. 

While management guide Q4 will see improving earnings in special projects segment, I believe the real improvement will only come in 2018. Initial phase of contracts usually involved only few branches 

Goh injection of assets is a wild card thou, depending on valuation 

3 comments:

  1. Forex Signals Provider 2022: Hot Forex Signal is the top and buy hot forex signals service provider in 2022. If you lose your money via trade we will give 100 percent money back return.

    ReplyDelete
  2. Forex trading signals can be defined as “buy” and “sell” suggestions and, in conjunction with technical and fundamental analysis, they provide information on the best time and price to enter a trade and profit from the predicted move in price.

    ReplyDelete
  3. Forex signals are popular and innovative financial tools that can help you trade forex pairs. Forex signals, which are generated either by an automated program or by a trader, identify the best time to enter or exit a trade. A forex trading signal is essentially an alert for traders to either enter or exit a position (go long or go short). Forex signals are often based on specific times and prices and can be identified through technical or fundamental analysis.
    Choose the forex scalping signals telegram

    ReplyDelete