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Category Archives: Riverstone
Review of Quarter Results (Vicom, Riverstone, ISOTeam, Colex, Sarine Technologies & Golden Agri Resources)
Actually, I am quite an impatient person. Perhaps it is because of my job, or me living in fast pace Singapore where everything is about efficiency, or it is just my character…. However, I feel that I might have mellowed … Continue reading
Posted in Colex, Golden Agri, ISOTeam, Portfolio, Riverstone, Sarine Technologies Ltd, Vicom
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Revisit Riverstone Intrinsic Value
Someone asked me about the Intrinsic value of Riverstone Holdings Ltd. My previous post stated 0.5, but that was done in Jan 2015. Thought I do an update on that here (see below). Intrinsic Value First let’s look at the … Continue reading
Posted in Riverstone
5 Comments
Screening Stocks using Google Finance
Did a quick check on the list of Singapore Stocks using the Google Finance Stock Screener. Trying to look for high growth stocks with low or no debt. Basically my criteria is as follows: A min 5 yrs EPS growth … Continue reading
Posted in Portfolio, Riverstone, Sarine Technologies Ltd, Super Group, Vicom
2 Comments
Riverstone Holdings Limited (The one that got away)
Now why would I write about a stock that has been consistently reaching new highs. After all, isn’t value investing about searching for bargains, under-valued stocks? Shouldn’t I be looking at those stocks reaching their 52 weeks low? I have … Continue reading
Posted in Riverstone
7 Comments
Brief take on SMRT and Riverstone Financial reports
It is the start of the work week. So typically it gets a bit of getting use to (esp. after the long weekend). I am happy to say that I’ve spent a great long weekend with my family – esp. … Continue reading
Posted in Riverstone, SMRT
2 Comments
Pricing power
“The single most important decision in evaluating a business is pricing power,” Buffett told the Financial Crisis Inquiry Commission in an interview released by the panel last week. “If you’ve got the power to raise prices without losing business to … Continue reading
Posted in ISOTeam, Riverstone, Sarine Technologies Ltd, SMRT, Vicom
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Earnings and Riverstone Holdings Limited
“A lot of money managers today worry about quarterly comparisons in earnings,” he said. “They’re up biting their fingernails until 5 in the morning. My dad never worried about quarterly comparisons. He slept well.” Walter Schloss I do hope I … Continue reading
Posted in Riverstone
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High and higher
I have been eyeballing a few companies recently. However their stock prices just seem to keep going higher and higher. I am already a share holder of some of these companies. Although it is comforting to know that their fundamentals … Continue reading
Posted in CapitaLand, Colex, ISOTeam, Riverstone, SMRT, Vicom
3 Comments
Trailing price/earnings to growth (PEG): Vicom, Riverstone, SuperGroup, ISOteam, Colex, Nera Tel & Raffles Medical
The idea of PEG is popularized by Peter Lynch, who wrote in his 1989 book One Up on Wall Street that “The P/E ratio of any company that’s fairly priced will equal its growth rate”, i.e., a fairly valued company … Continue reading
Posted in ISOTeam, Riverstone, Super Group, Vicom
6 Comments
Value + Growth (Raffles Medical, Vicom, Riverstone, Supergroup & ISOTeam) – so what?
Crash in year 2015? Well it will eventually crash, don’t know when. If it did, and if you are looking at a sea of red in your portfolio, what would you be thinking? To sell? To buy ? To hold? If … Continue reading
Posted in ISOTeam, Raffles Medical, Riverstone, Super Group
5 Comments
A Pen Quotes 