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Archive for September, 2012

September Portfolio Updates

Wednesday, September 26th, 2012

Temasek sold millions of SingTel shares this morning, managed to get some at 3.16 during the matching (It’s only 5% yield at this price so didn’t want to get more). Bought more CMP at 0.725 and Sabana REIT at 1.14

Along the way, I sold YZJ at 1.03 and Valuetronics at 0.205 as I couldn’t get more than 9 lots at 0.199.

Here’s my portfolio after the recent purchases:

Ascendas H Trust (Avg: $0.878) 10 lots
Cache Logistics (Avg: $0.995) 10 lots
CMPacific (Avg: $0.709) 20 lots
Sabana REIT (Avg: $1.093) 20 lots
SingTel (Avg: $3.16) 3 lots
Suntec REIT (Avg: $1.245) 8 lots

Getting harder to find value stocks. I guess have to wait for better chances before adding more positions.

Posted in Random Thoughts | No Comments »

What’s going on?

Saturday, September 8th, 2012

It has been a long time since I last blogged. What a year it has been!

Sold off our company’s industrial property at Bizlink and made our first buck from property investment! Sold off my small studio at Imperial Heights after that, as it was too small to fit my growing family. Although it was rented out by then, I need cash to get a bigger unit. Made my very first buck from my own property! Shopped around and decided on Flo Residence 3-bedder as it provided the best value for money at the moment.

It has been eventful few years in the Singapore property sector which has seen prices going north and norther. Just saw a HDB sold for $980K! :/

Stock investment wise, I have rebalanced my portfolio to hold 80% REIT in various property sectors:
Ascendas H Trust (Avg: $0.878), Cache Logistics (Avg: $0.995), Sabana REIT (Avg: $1.045) and Suntec REIT (Avg: $1.245)

I also have CMPacific (Avg: $0.693) which I think will be quite stable given the toll business in China is still growing. I have been holding this stock since 2006! Finally I ditched Cosco for Yangzijiang (Avg: $0.983), I tend to think their businesses are very similar but YZJ seems better value to me ;)

We have started a new company – 9 Degrees Freedom! My very smart and inventive business partner came up with this wonderful sensor idea. Now we can quantitative our sports activities and use the new metrics to mark your level in sports. We just won the Bronze award in SiTF Emerging Technologies. See more information on our Facebook page and LIKE us! – http://www.facebook.com/pages/9-Degrees-Freedom/185482858193661

On Tactica Labs side, we are still working on our SMS CRM applications. If you are looking to reach out to more customers, drop us an email at tactical@tacticalabs.com on how to promote your products.

Till later ;)

Posted in 9 Degrees Freedom, Products Launch, Random Thoughts | No Comments »

Lee Chee How, Cen
Lee Chee How, Cen
My Mail Box 889891
Singapore 919191
Tel / Fax: (65) 3151 5139
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