Top 5 Favourite Undervalued Companies SGX/SEHK

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#61
I always remind myself to buy when time is right and not price is right, that's happens now when prices are right but not time.
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#62
(31-08-2015, 10:14 AM)valuebuddies Wrote: I always remind myself to buy when time is right and not price is right, that's happens now when prices are right but not time.

Is there a situation that price is right when time is "right"?  Big Grin
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#63
(31-08-2015, 10:24 AM)CityFarmer Wrote:
(31-08-2015, 10:14 AM)valuebuddies Wrote: I always remind myself to buy when time is right and not price is right, that's happens now when prices are right but not time.

Is there a situation that price is right when time is "right"?  Big Grin

In investment, there are 2 approaches: Top Down or Bottom Up.

Top Down investors buy when time is right.
Bottom Up investors buy when price is right.

CityFarmer asked: "Is there a situation that price is right when time is "right"?"

Yes, When the tide is down, you'll see a lot of ladies not swimming but standing there naked then you pick the right ones. (That is right time & right price)
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#64
For me
1) Price is right - stock trading at or near historical lows.
2) Time is right - index is trading at lows and low volume when compared to historical average volumes.(basically at this point market has done as much selling as it can, sentiment is as bad as it gets, few are being bullish, no one interested in trading, brokers are swatting flies, blue chips selling at half price.)

Usually go for condition 1 as it happens more often. Condition 2 rarely happens, so when it does, even all the accumulated cash dividends will be used up.

well this is going a bit off topic so as below an update....

TOP 5 favourite undervalued for me now is
1) CDW Holdings
2) PCI Limited
3) PNE Indus
4) Powermatic Data
5) Asia Enterprise Holdings
All vested
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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#65
That's why I am saying I tend to buy when time is right. Usually when time is right, phycologically price is right too. This answers CF question :-)
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#66
The right company at the right price is more important for me. The company should be primary consideration/main filter before anything else. The wrong company at any price can go very wrong. if price/company is right and you have a long time horizon and fundamentals are intact, there is not too much to worry about.

Time is right. Tricky, does it mean the period where you have more cash in hand? Or Does it mean when stock market is in bear territory? Or does it mean finances allow you to buy for a longer time frame.(Major purchases like House fully paid, no foreseeable big ticket item to purchase)
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#67
I prefer HK listed than Sgx-listed companies.
Anyway
1) Religare Health Trust - dps shd continue to increase
2) Valutronics - cheap based on ex-cash PE, pay high dividend
3) UOB ( bel $19) - fall from peak of $25
4) Ireit (at 0.64) - Germany industrial trust, Germany economy recovering (not vested, waiting for $0.64)
5) Genting HK - undervalued based on its stake in Norwegian Cruise Line listed in US.
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#68
All the share listed in this thread is not even in my watch list. Am I looking at the wrong thing?
Yes, some HK stocks is getting interesting. Will pull the trigger in sept after FOMC mtg.
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#69
(31-08-2015, 02:39 PM)Jacmar Wrote: All the share listed in this thread is not even in my watch list. Am I looking at the wrong thing?
Yes, some HK stocks is getting interesting. Will pull the trigger in sept after FOMC mtg.
Whats ur top 5 then?

sent from my Galaxy Tab S
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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#70
1. cms (867)
2. manwah (1999)
3. goldpac(3315)
4. citic(1883)
5. pico (752)

most I don't own but watch list
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