August 2, 2021

11 thoughts on “My Portfolio – Updates of Buy and Sell

  1. Hmm, didn't see sembmarine in your portfolio. Do you think its a good opportunity to accumulate at the low price now? Since you're in the marine industry I'm sure you'll know more 😉

    1. Hi SGYI,

      Always good to accumulate at low price if investment horizon is long for any fundamentally sound biz. Sure u alrdy noe.

      I do not want to comment on sembmarine bcos it is a co that has gd past track records. Same Sembcorp which also differentiates with utilities in growing mode.

      But being opinionated, in general, all shipyards biz is a tough biz! Big overheads whether got orders or not? Risk of lousy payment terms n having to finance the buyers! Stuck in bet. buyers and multiple supplies… just like SAF SGT. Better be officer and or man!

    1. Hi Felix,
      Thanks for dropping by. Do take note of AUD for woolworths. Westerners Coles is doing much better now, so there is a worry!

      By the way, care to exchange links?

  2. Hi Rolf

    Welcome to Vicom 🙂

    Woolworths looks interesting there, with high gross dividend yield and a fair ttm pe at the moment. Might take a look into this one since you have highlighted… and vested too.

    1. Hi B,

      I wanted to add Vicom since long time ago.Thanks for ur posts of course. Glad I added, though it's more than $6. For Woolworths, hopefully it can ward off its competition over time..

  3. Rolf,

    Oh ya, Woolworths stores are everywhere when I visited Melbourne, Australia, they are like NTUC/Cold Storage of Singapore.

    1. Hi Richard,

      Thanks for the note. I been to Australia but definitely I am Sotong to miss that out. Hopefully they can maintain position as NTUC or Cold storage.

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