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Stocks Discussion

*Disclosure*: The threads on this post are just opinions on investments, so please do your own due diligence before investing

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Regular Shares Savings Plans (RSS/RSP)

DBS

Robo-Advisors

Stocks Discussion

Wilson Nid A Break
Wilson Nid A Break
Level 8. Wizard
Answered 16m ago
Might as well just focus all your monies in the diversified portfolio Robo-advisors and set an acceptable asset allocation. STI index performance is paltry.

Stocks Discussion

Investments

FSM INVEST EXPO 2020

Heah Min An
Heah Min An
Level 5. Genius
Updated 3d ago
I only have 2 methods + 1 pre-requisite: Method A: Buy the company for its dividends 👉🏻 use dividend yield method (Google the formula) 💡Determine the yield that you want also you to know the price that you’ll buy this company at Method B: Buy the company for its earnings/cash flow powers 👉🏻 use the discounted method (I.e. over a 10 year period, if I earn $10k each year, should I pay a price of $100k now?) 🔆Pre-requisite: Formulas have always been there. Strangest part is when investors ain’t clear of their intentions of buying the stock. Once I clear this huddle, it’ll a breeze.

REITs

Stocks Discussion

Investments

Savings

Jonathan Chia Guangrong
Jonathan Chia Guangrong, Fund Manager at JCG Fund
Level 8. Wizard
Answered on 17 Sep 2019
Consistency of dividends paid out over the years, any funky management decisions (case in point, OUE). As to when is a good time to buy, look at the spread between nav and current price. Find an entry point when the spread is around its lowest. Hope this helps.

Investments

Stocks Discussion

REITs

Dividends

Yee Woon
Yee Woon
Level 6. Master
Answered 2d ago
Your current portfolio has a higher interest rate risk attached to it and are co-related to each other. It will be better to find 1 - 2 more industries to invest in.

Stocks Discussion

Investments

Hi Leo! That is a fascinating question you asked. My take is that everyone can be a good investor with the right behaviour, but only a few can be superior. On the first point, I had discussed why investors lose money in the stock market in an article in my personal investing blog. The TL;DR version of my article is that investors succumb to greed and fear; and investors invest without knowing what they're investing in. On the second point, I'll use football as an analogy. If everyone trains hard, they likely can be a competent football player that can pass and tackle. But not everyone can be a Lionel Messi or Cristiano Ronaldo - they are innately talented. I also discussed a similar point in another article in my blog. The relevant excerpts are below: "The analytical edge is where you’re able to process information differently and come up with better insights compared to most. I believe, like Huber does, that this is still possible. Give two investors the exact same information about a company and it’s highly likely they will arrive at a different conclusion about its attractiveness as an investment opportunity. As a great example, we can look at Mastercard and how investors Chuck Akre and Mohnish Pabrai think about the credit card company. Akre runs the Akre Focus Fund, which has generated an impressive annual return of 16.8% from inception in August 2009 through to 30 September 2019. Over the same period, the S&P 500’s annual return was just 13.5%. Pabrai also has a fantastic long-term record. His fund’s annual return of 13.3% from 1999 to 30 June 2019 is nearly double that of the US market’s 7.0%. At the end of September 2019, Mastercard made up 10% of the Akre Focus Fund. So clearly, Akre thinks highly of the company. Pabrai, on the other hand, made it very clear in a recent interview that he wouldn’t touch Mastercard with a 10-feet barge pool. In the October 2019 edition of Columbia Business School’s investing newsletter, Graham and Doddsville, Pabrai said: “Is MasterCard a compounder? Yeah. But what’s the multiple? I can’t even look. Investing is not about buying great businesses, it’s about making great investments. A great compounder may not be a great investment.” The fact that two highly accomplished stock market investors can have wildly differing views on the same company means that it is possible for us to develop an analytical edge. But it is not easy to achieve. In fact, I have a hunch that the ability to consistently produce differentiated insight may be an innate talent that some investors possess and others don’t."

Stocks Discussion

REITs

Investments

Rave Ong Ci De
Rave Ong Ci De
Level 6. Master
Answered 1d ago
Hopefully, there is some synergy and cost may go down,e.g REITs manager fees, share's fee). Another benefit would be that they are able to go for bigger projects since they can have more debt. (REITs has a cap to their gearing ratio, so if there is a bigger base, there can be more debt). I think these would be the main benefits. Deal-wise, they seem to be paying fair value for it, rather than a premium. But hey, at least they are not undercutting it.

Stocks Discussion

Investments

Wilson Nid A Break
Wilson Nid A Break
Level 8. Wizard
Answered 15h ago
Wake me up when Recession begin

Investments

ETF

Retirement

Stocks Discussion

Brokerages

Online Brokerages

Hi Isaac, It does depend on where you'd like to invest in (market) as well as the asset class. Beyond just the transactional costs (or fees, as you call it), look at working with someone you can trust if it comes down to that. I'll give an example using POEMS if you invest on your own: - UTs: No platform fees, sales charges or switch fees. Pretty much the lowest you can go - Shares: Brokerage is depending on the market, and account type which can be found here: https://globalmarkets.poems.com.sg/markets-we-offer/ - ETFs: This depends on the exchange it is listed, and so would follow stocks - Corporate bonds: Spreads are competitive and probably better than the banks Good to hear that you exited a high cost product. Those were created to get around estate taxes in other colours, but with zero estate tax in Singapore, there's no reason to invest through something with such a cost structure.

Stocks Discussion

Investments

Firstly, we need to have a complete understanding on our cashflow. Through this process, we will understand our earning ability and spending habit. Here is a guide to help you: https://www.blog.pzl.sg/understanding-your-personal-cash-flow/ Thereafter, we will need to understand the priorities that you have right now and the goals that you wish to achieve for your future. By spending quality time to understand more about you, we will be able to devise the right strategies to maximise the value of your money over time. Next, we hear or read about diversification. But before we dive deeper into it, it will be helpful to understand your current portfolio, including its strength and weakness. From there, we can evaluate on some of the common ways to shift your funds around and make it stronger in most aspects. Personally, I believe in the work of unit trusts. This is also how I grow my first pot of wealth to this end. With strong diversified funds and professional advice from global investment firms like Mercer and BlackRock, we create a portfolio that fits your objectives and risk appetite. This will definitely be a viable solution to complement what you have. On the whole, by understanding your cashflow, we can build a strong diversified portfolio in sectors that you can afford the risk-return parity. This is best done when we know your goals - so that we keep your portfolio on track to reach it. Here is everything about me and what I do best.

Investments

Stocks Discussion

FSM INVEST EXPO 2020

Hello. I used to trade the china market for pension funds when I was at Merrill Lynch. My advice is to start with ETFs. Since you seem to be looking at sectors and country as a whole, spend the time researching the sectors you like rather than the individual stocks. China is a whole different beast so start with ETFs and from there if you want to dive into it start looking at the underlying stocks in the ETFs Some China exposed ETFs to look at Https://etfdb.com/etfs/country/china/ I personally only consider the large caps there, the tech sector and the banks. That's what I am comfortable with - FXI, CQQQ, CHIX If you want to look at individual stocks then a way to start is find the etf in the sector you want and look at their underlying. Goodluck!
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