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Sunday, 29 May 2016

Prefs and Perps are Generally Inferior to Stocks and Bonds as an Investment Form

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I have been investing in preference shares (prefs) for many years, so much so that I had forgotten that as an investment form, prefs are ac...
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Sunday, 22 May 2016

Do Hyflux's 6% Perps Have Sufficient Margin of Safety?

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Hot on the heels of Aspial, Perennial and Oxley, Hyflux has launched an IPO for its retail 6% perpetual capital securities (perps). I used ...
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Sunday, 15 May 2016

Understanding Saudi Arabia's Game Plan on Oil Price

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Is the decline of oil price since Jun 2014 a cyclical decline or a structural change? This question has important implications, as it affec...
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Sunday, 8 May 2016

The Demand and Supply for Oil

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I have quite a number of Oil & Gas (O&G) stocks in my portfolio. Yet, I never go and find out how do the demand and supply curves f...
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Sunday, 1 May 2016

Understanding the Accounting for Joint Ventures

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Perennial has successfully launched its second, 4-year, 4.55% retail bond this week. For a discussion on whether the bond has sufficient ma...
Sunday, 24 April 2016

Possibly The Worst Time to Invest – 2 Years On

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About 2 years ago, I blogged about setting up a passive portfolio of 70% stocks and 30% bonds and wondered if it could be the worst time t...
Sunday, 17 April 2016

Valuable Info That You Can Only Get From AGMs

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It is Annual General Meetings (AGMs) galore these 2 weeks. For most of the past 18 years that I have been investing, I have given AGMs a mi...
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