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Sunday, 26 June 2016

What's Next for Brexit?

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I seldom like to blog about the latest financial news, primarily because I am a slow but deep thinker. Nevertheless, after the financial ma...
2 comments:
Sunday, 19 June 2016

Lessons for Investing in OSV Companies from Shipping Trusts

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I used to own a number of shipping trusts and lost heavily in them during the Global Financial Crisis (GFC). Like shipping trusts, Offshore...
2 comments:
Sunday, 12 June 2016

The Economics of An Oil Exploration & Production Company

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Last week, I mentioned that the Exploration & Production (E&P) spending budgets of oil majors hold the key to the recovery of most ...
8 comments:
Sunday, 5 June 2016

The Missing Link Between Oil Price & O&G Profitability

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Oil price has moved higher to almost US$50 per barrel recently. Yet, there is a continuous stream of bad news from Oil & Gas (O&G) ...
10 comments:
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...
2 comments:
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 ...
4 comments:
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...
2 comments: