Tuesday, July 24, 2018

Random thoughts: First shot, SIA engineering

Initiated position:


1)Price at 5 year low
2)Yet, earning is improving.
3)Local earnings is weaker but SIA engineering strategy of forming joint ventures and alliances mean the earnings should be look at in totality.
4) Latest AR did not disclose number of D checks, but I believe the upswing should start next year, if they can keep their market share.
5) With ST engineering, I am buying into Singapore Aviation story, abeit its the support and service equation of the Aviation Story

Valuation in terms of yield is fair, as SIA engineering has always trade around 5% yield.

But personally, 5 percent yield at market peak and 5 percent yield at the tough of cyclical MRO cycle is different.

1 round of.ammo has 2 more shots. Which alerts will go off first?

Sunday, July 22, 2018

Random thoughts: Different intelligences

I think most of us have heard of this in different forms. Some are musician, some more talented in sports, others in arts etc.

I always believed everyone can learn everything. But everyone has 1 or 2 intelligences that allow learning to take place at a exponential rate as compared to curve that pleateu off after a while.

I have this pupil, dilligent and driven. One that does all the work I assigned to the best of her abilities. She however has difficulty in oral conversation.

Sadly, it took me a really long time to realise what is wrong. I always thought she has a confidence problem. Because she could recognize the characters and answer questions on  vocabulary correctly, and even write reasonably.

I just realized she has problem generating  vocabulary and pronouncing it. She speak in anguish one day and say I know how to write that word.

When I ask her to record her response to question, she could do it reasonably well. I later realise she took a really long time to prepare and organize her thoughts at home. But when required to do it in a quick and impromptu manner, she fumbles.

However, she can draw really well.

Not just that, she really is quite brilliant in her on way. There is this chapter about 3 painters asked by their master to draw as many camels as possible.

One drew as many camels as possible, one used camel heads to represent camels and another drew mountain range and 3 camels followed by a fourth just emerging from the mountains. No prize guessing which is the best.

Without teaching the chapter, I asked my kids to draw as many fishes as possible. Some did what the first painter and a few did what the second painter did. Using dots to fill up the small piece of paper.

She drew a school of fish clustering together. Different schools, some showing the fishes clearly and others just dots. It gave the whole picture a sense of depth and almost three dimensional. She even drew the right deep water fish at the bottom of the page.

I knew she wanted to pass and do well very badly. But I am not sure if I can help her in her oral despite 1-1 practice everyday and reminding her what are the common vocabulary to be used ...

But alas...

Sometimes I wonder what else could be done to prevent inevitable...

Friday, July 13, 2018

Random thoughts: Pressure cooker advertisement

Which pressure cooker is the best?

Singapore made pressure cooker is the best. Fast, quick and keep rice smooth and mositured.

Popcorns, porridge, Tonic soup.
Cooker breaks it down, pop it out. Everything cookable.

So many modes for your pleasing.
So popular among locals and some say in Asia.

For advance cookers, u can even control the level of fluffyness and water content.

Some.are confused with the many functions, wanted to cook rice and end up shedding tears churning porridge.

While the level of fluffyness and water content can be regulated to customize for each customer, customer are advised to adjust their expectations as the food depends as much as thh cook as well as the cooker.

Sunday, July 8, 2018

Random thoughts: Of teaching and investing

Has been a while.

I felt I have been to the brink of depression and back. It felt different. The turning point was the Vesak Day 三步一拜 (3 steps 1 prayer) ritual, followed by a break of 5 days in June


1) Felt like quitting. Contemplating going private.
2) Harbour thoughts of self-harm, driving the car up to the one in front
3) Wish to be diagnosed with chronic illness so I can lie in hospital and do nothing (really choy choy and touch woods looking back now)
4) Felt it is a pain to enter the classroom even when I have the lesson properly planned and it was a new and special lesson. I usually will be very excited, but I just can't wait to get it over with.

Don't ask me why so serious. Beats me.


1) Told myself to just tell myself to accept the fact that I am the most lousy teacher. I ended up happier. I still did most of the things I did in last semester, but I can put on a smile doing it. I worry less about their results, since I told myself lousy teacher produce lousy results.

2) Told myself as lousy teacher, I shall chill more and take it easy. I "Bo Liao" with pupils more, talking about non-academic related stuff, even when I am doing oral practices, I veered off topics and joked and poked fun at their responses. I find their laughter therapeutic. I shall take care of myself first then them. As a lousy teacher, they happy, I happy can le, if they dun do well, too bad


My idol in school, told me he is very disturbed when the school talks about joy of learning. He says he drill and drive the pupils too hard. It seems he is always on their toes.

I thought he is joking and I told him I look up to him in terms of his passion and drive. He told me he really felt it that way. I told him I define joy of learning differently, no sense of achievement, where is the joy. No achievement no ownership of learning. But i end up telling him I have decided to just keep reminding myself I am lousy, so I do what makes me happy and I dun bother myself with all these idealistic principles anymore. Those are for better teachers. I pass, I do it as it suits me.

Now, I dun feel like quitting anymore. Just a month ago, I gave a historical low of 4-5 out of 10 in terms of satisfaction in teaching. I had always gave 7-8. I am glad I felt 7-8 again.

Maybe it's a encouragement from the higher up, just last week, when I was at the canteen early in the morning to catch pupils who didn't complete their work properly, a lot of pupils crowd around me to talk to me, even though I was marking and talking rubbish to them at the same time. I might sound like a little kid than a teacher, but I felt really appreciated and "wanted". My friend told me I need to much affirmation as an adult. Well, I agree. Happiness is reality minus expectations. I have worked hard at improving reality, so now I will just try to lower expectations.


As for investing, I must say I have been most lazy. Have not been actively prospecting for quite a while.

This time round, the plan is really simple.

I calculated the no. Of rounds I had, and the stages where I want to start firing. Then I just wait.

I remember how I wish I didn't bought more when I buy at 2900 and STI went to 2400 and I freeze.

I also know how I sold out a lot at 3200 and felt stupid when STI roars to almost 3600.

So, I just stagger my rounds using both cash and CPF.

First round should come soon if market break 3100 or any of my counters break 1 more resistance.

Next round will be when it goes down another  10% with CPF

Ever 10 percent drop, fire 1 round. After 2 rounds, firepower double from pistol to magnum. 5th and 6thround bring out the rifle.

By the fifth round sti should be near 2000

This time round, I will add overseas ETF to diversify.

Simple plan . The tough part is waiting.  Finger at trigger le. Just move a bit closer.