Monthly Archives: July 2017

Execution strategy: Sell & buy back

Posted on July 22, 2017 by Brennen

In the talk organized by InvestingNote a few weeks ago, we shared several guiding principles when we buy or sell our stocks. Ideally, when we buy into a stock we hope that the moment when we buy into it, the … Continue reading →

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Comfort Delgro

Posted on July 21, 2017 by Brennen

Of late, Comfort-Delgro (CDG), together with some stocks like SPH and Noble, were in the limelight. Obviously, a sea of pessimism has been haunting the stock in the last few weeks. Today, its share price is $2.28. It had broken … Continue reading →

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Technology destroyed some traditional businesses (3): Keppel Corp & Sembcorp Marine

Posted on July 10, 2017 by Brennen

The share price of Keppel Corp ended today at $6.42. It has lost about 35%-40% its steady state value of about $10 per share 3-4 years ago.  Everyone knows that the reason for this was due to the collapse of … Continue reading →

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