Earnings sub plots to watch July 2013 Edition
I decide to take a break from blogging even though I have some spare time. But this earnings season, there are some sub plots that …
Neratel
ECS Holdings and Multi-chem shows the downside of distribution business
Distributors usually are low margin business. I always thought that Neratel and ECS Holdings is like one of them. Recently, I discovered another one called …
Neratel–Is their cash flow really recurring?
I have got to admit that I missed Neratel. We have the chance to buy it at 40 cents or 50 cents for a fat …
SGX Smallcaps 2013 – Killing it in January
Back at the tail end of 2012, I started a portfolio of 20 Singapore small caps that I find interesting and track them throughout the …
20 Singapore Dividend Smallcap for 2013
Track these 20 smallcap Singapore stocks and review their performance in 2013 As the year draw to a close, we welcome another year of investing. …
Investment Moats Portfolio Update September 2012
The market is putting people to sleep. I just don’t see much changes in earnings that shows earnings will improve in a meaningful way. The …