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Teh Hooi Leng calls it a day (Aggregate Asset Management)
01-09-2013, 10:47 PM.
Post: #11
RE: Teh Hooi Leng calls it a day
Me too...
Used to look forward to her article every Sat.

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04-09-2013, 06:22 PM.
Post: #12
RE: Teh Hooi Leng calls it a day
She has joined Aggregate Asset as Research Head.

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04-09-2013, 06:48 PM.
Post: #13
RE: Teh Hooi Leng calls it a day
Good catch by Aggregate. Great PR move for them and with Teh Hooi Ling's style of backtesting based on simple value criteria, I think it fits really well with the work they do.

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04-09-2013, 08:51 PM.
Post: #14
RE: Teh Hooi Leng calls it a day
Clears up most of the questions in my head,

BT journalist joins Aggregate
BT Invest: Diversified versus focused approach to investing

Perhaps, we'll see a local variant of Joel Greenblatt.. Cool
=========== Signature ===========
Luck & Fortune Favours those who are Prepared & Decisive when Opportunity Knocks
------------ 知己知彼 ,百战不殆 ;不知彼 ,不知己 ,每战必殆 ------------

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04-09-2013, 09:52 PM. (This post was last modified: 04-09-2013, 09:54 PM by Contrarian.)
Post: #15
RE: Teh Hooi Leng calls it a day
> we keep it simple – 1% allocation for most stocks, 2% for a worthwhile
> idea and 3% for a high conviction idea.

If I find a very blue chip, very solid company priced so cheap with many years of history, I will bet 30-40% of my entire funds in this stock Big Grin

I dont think that is gambling...


(04-09-2013, 08:51 PM)KopiKat Wrote: Clears up most of the questions in my head,

BT journalist joins Aggregate
BT Invest: Diversified versus focused approach to investing

Perhaps, we'll see a local variant of Joel Greenblatt.. Cool

(04-09-2013, 08:51 PM)KopiKat Wrote: Clears up most of the questions in my head,

BT journalist joins Aggregate
BT Invest: Diversified versus focused approach to investing

Perhaps, we'll see a local variant of Joel Greenblatt.. Cool

Even my fund manager bets 15-20 stocks max. That's conviction!!!

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05-09-2013, 06:58 AM.
Post: #16
RE: Teh Hooi Leng calls it a day
(04-09-2013, 08:51 PM)KopiKat Wrote: Clears up most of the questions in my head,

BT journalist joins Aggregate
BT Invest: Diversified versus focused approach to investing

Perhaps, we'll see a local variant of Joel Greenblatt.. Cool

Joel greenblatt more special situations first.
The magic formula thingy comes later on.
=========== Signature ===========
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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13-10-2013, 01:33 PM.
Post: #17
RE: Teh Hooi Leng calls it a day
She is back! Go read today Sunday Times.
=========== Signature ===========
The toughest thing to do is have to wait for the opportunity patiently.

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13-10-2013, 02:05 PM.
Post: #18
Rainbow  Time the market based on valuations
Well Done axt!

I read the article during breakfast and I missed out her name. (I really missed her.)

Familiar style... how could I missed it.

Quote:Consider the price of the Singapore market, relative to the 10-year average of its earnings per share, as calculated by Thomson Datastream.
In the past 30 years, the highest the market price has gone up to was 33.5 times its 10-year average earnings. That was in August 1987 just before the October 1987 Black Monday crash.
The lowest the market has plunged to was 10.3 times its 10-year average earnings. That was in February 2009, the darkest point of the recent global financial crisis.
Now, we are at about 14.1 x.

So based on patterns in the past, in so far as companies' earnings are not artificially propped up by low interest costs and barring any structural change in the economic environment, investors who enter the market at current levels have a good chance of earning satisfactory returns from the stock market over the next five years.

The above is an extract of her article (which I keyed in).
The last paragraph is her closing paragraph.
On my first read, I thought that this is a call to buy.
On second read, I highlighted her popping assumptions and then I'm not sure I understood her completely... (sounds like ex-Feb chairman)

Tongue Relax...it's Sunday...
=========== Signature ===========
Live with Passion, Lead with Compassion
2013-06-16

http://web.singnet.com.sg/~chialc88
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13-10-2013, 02:27 PM.
Post: #19
RE: Teh Hooi Leng calls it a day
I have the habit of looking at who is the writer before reading any article. Hope this is going to be weekly.
=========== Signature ===========
The toughest thing to do is have to wait for the opportunity patiently.

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13-10-2013, 02:50 PM. (This post was last modified: 13-10-2013, 02:50 PM by chialc.)
Post: #20
Rainbow  Habit of looking at who is the writer...
cool... so, did you noticed the article written by LKY which got published in ST?

wrote during the japan/china tensions.
I am quite amazed that he wrote to newspaper.
=========== Signature ===========
Live with Passion, Lead with Compassion
2013-06-16

http://web.singnet.com.sg/~chialc88
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