Teh Hooi Leng calls it a day (Aggregate Asset Management)

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#81
(24-10-2014, 09:43 AM)Contrarian Wrote: > Low risk high yield products are selling like a hot cake now, amid the current market volatility

Where got low risk. Many of these smaller companies credit standing cannot even justify a bond issue on the normal debt market.

5% for a "junk" bond. Very good deal for the companies man.

?? Maybe a communication breakdown. I referred AVF as the product. Big Grin

I considered it as low risk, as commonly defined as low volatility.
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#82
Ah ok... AVF will be ok. It selects decent stocks priced cheaply. And sprays the targets across 50 stocks. Price to NTA of 0.5, can't go very far wrong.

I put my money on DOG's fund. He practices concentrated portfolio investing.
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#83
50% in HK. I wonder how much performance is from RTO shell fever in HK since these small caps value stocks has seen quite a run on speculation on RTO in HK.


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"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster
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#84
Impressive... I would have thought the September small cap correction would have impacted their performance... Or maybe it did
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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#85
Hallo all,
Newbie here, so if I asked a question that already has responses elsewhere, kindly let me know which thread I should go.

Have just read Teh Hooi Ling's book and in one article, she is favorable of screening stocks with highest ratio of dividend/PTB: http://www.btinvest.com.sg/experts-views...ock-picks/

I would like to get hold of the entire list of Singapore stocks so I can compute this ratio and do a ranking myself.
(1) Are there already screeners out there which allow us to formulate our own ratios and rank/ screen companies accordingly?
(2) If not, how can I get hold of the entire list of Singapore stocks with dividends and PTB respectively into a spreadsheet?
(3) Is there a fast/ easy way to compute the D/PTB for all Sg stocks?

Thanks!
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#86
So far the easiest and the most accurate way is to DIY.

The total no. of listed companies is around 776 (as of 30 June 2014) or so.
If you can clear 20 per day, it takes around 39 days to go through the entire list.

After 39 days, you will left with a much much shorter list.
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#87
(06-05-2015, 12:10 AM)dewdrop Wrote: I would like to get hold of the entire list of Singapore stocks so I can compute this ratio and do a ranking myself.
(1) Are there already screeners out there which allow us to formulate our own ratios and rank/ screen companies accordingly?
(2) If not, how can I get hold of the entire list of Singapore stocks with dividends and PTB respectively into a spreadsheet?
(3) Is there a fast/ easy way to compute the D/PTB for all Sg stocks?

SGX already provides Stockfacts, else google finance is available.

http://www.sgx.com/wps/portal/sgxweb/hom...stockfacts
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#88
go bugis lib 8 floor to use the bloomberg.
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster
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#89
(06-05-2015, 12:10 AM)dewdrop Wrote: Hallo all,
Newbie here, so if I asked a question that already has responses elsewhere, kindly let me know which thread I should go.

Have just read Teh Hooi Ling's book and in one article, she is favorable of screening stocks with highest ratio of dividend/PTB: http://www.btinvest.com.sg/experts-views...ock-picks/

I would like to get hold of the entire list of Singapore stocks so I can compute this ratio and do a ranking myself.
(1) Are there already screeners out there which allow us to formulate our own ratios and rank/ screen companies accordingly?
(2) If not, how can I get hold of the entire list of Singapore stocks with dividends and PTB respectively into a spreadsheet?
(3) Is there a fast/ easy way to compute the D/PTB for all Sg stocks?

Thanks!

It should be one of the viable quantitative approach of investing. It works as a package, which comes with other features e.g. diversify into a basket of similar stocks.

One other viable quantitative approach is by Return on Capital and Earning Yield, by Joel Greenblatt
http://en.wikipedia.org/wiki/Magic_formula_investing

(sharing a view)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#90
Thank you all, for your suggestions.

Am keen to try to pull data from Google Finance (which gets data from SGX right?). I understand if I use Google spreadsheet, I can use a formula to automatically update indicators like 'price'. Does anyone know if it is possible to automatically update 'dividend', 'dividend yield' or 'price-to-book'? And where can I find the formula?

@CityFarmer, thanks for sharing the magic formula. Will have a read in detail.

Am just beginning to construct a portfolio, and to track my returns. Look forward to starting this learning journey, and hope not too many bruises along the way Wink
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