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I think what bro egghead trying to say is that Uxx has gone up for 55% since 18 Feb till yesterday, not yet counting the dividends declared during the period. If Nick were to utilise all his cash fund, it would be better to invest in Uxx more rather than the 5 he picked on this thread.
Am i right?
(05-06-2014, 10:05 AM)valuebuddies Wrote: [ -> ]I think what bro egghead trying to say is that Uxx has gone up for 55% since 18 Feb till yesterday, not yet counting the dividends declared during the period. If Nick were to utilise all his cash fund, it would be better to invest in Uxx more rather than the 5 he picked on this thread.
Am i right?
Yes, exactly what I meant.
(05-06-2014, 10:07 AM)egghead Wrote: [ -> ] (05-06-2014, 10:05 AM)valuebuddies Wrote: [ -> ]I think what bro egghead trying to say is that Uxx has gone up for 55% since 18 Feb till yesterday, not yet counting the dividends declared during the period. If Nick were to utilise all his cash fund, it would be better to invest in Uxx more rather than the 5 he picked on this thread.
Am i right?
Yes, exactly what I meant.
My guess the main reason is diversification. I wouldn't over-allocate fund into a stock, no matter the confidence level. In other words, there is a min and a max in a stock. I do respect the destructive power of black swan events. The last experience was Japan earthquake, followed by Thai flood, which is totally unpredictable.
I assume Nick is thinking alike.
My picks are
GP Hotel
Cogent
MIDAS
Aspial
FCL
Haha still having contributions! nice!!
My current top undervalued since I started this thread, these are in addition to my initial top 5...
Powermatic Data : high net cash and freehold property backed asset **vested
Chuan Hup Holdings : 50% net cash and will benefit from PCI privatisation. **vested
CDW Holdings : trading at cash value **vested
Memtech : almost trading at cash value **radar
Hobee : privatisation baby **radar
PCI : privatisation baby **radar
Hi,
I'm very new to value growth investing. And I'm very new to this forum. Below are my top 5. Please help to comment to see your views of my top 5. Thank you.
Top 5 undervalued stocks:
- Valuetronics - PEG of less than 0.5 with promising growth (invested)
- Vibrant Group - PEG of less than 0.5 with promising growth (invested)
- Challenger - Valuation based on history looks very good. Although not very sure on the growth going forward (invested)
- Super Group - Still waiting for more price drop due to on-going issue in Thailand (watchlist)
- 800 Super Holdings (watchlist)
(06-07-2014, 11:11 AM)Bubbachuck Wrote: [ -> ]Hi,
I'm very new to value growth investing. And I'm very new to this forum. Below are my top 5. Please help to comment to see your views of my top 5. Thank you.
Top 5 undervalued stocks:
- Valuetronics - PEG of less than 0.5 with promising growth (vested)
- Vibrant Group - PEG of less than 0.5 with promising growth (vested)
- Challenger - Valuation based on history looks very good. Although not very sure on the growth going forward (vested)
- Super Group - Still waiting for more price drop due to on-going issue in Thailand (watchlist)
- 800 Super Holdings (watchlist)
Welcome on board. I am sure VB experience is a rewarding one. Wish you all the best.
Regards
Moderator
It has been 5 months since we last updated our holdings.
Tan Chong = Huge pieces of Freehold, giving around 3+% dividend. A potential slow wait.
Low Keng Huat = Huge potential with the recognition of revenue coming in start of 2015. Finishing the Paya Lebar mall in start of 2015.
St****** = Stable management and unlocking of properties in AUD. More downside due to very weak AUD in the short term. 2017 is the year and could be a very long wait.
Singapore Shipping = Same stable management as St****** and bought a few ships recently. Profits are expected to go up sooner than St******
Hong Leong Finance = Trading at 0.7 price to book ratio. Bigger than Sing investment and Singapura Finance. Very small potential unlisting from Hong Leong Group. Dividend is 4.5%+
This thread should be revived. There are bargains and there will be more bargains.
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