In this article, we explain what REITs are, how they work, and what you should look at when investing in REITs. [Estimated reading time: 12 mins]
Author: SG Squirrel
China Sunsine: August 2021
Readers should be well acquainted with our preference for boring companies with net cash positions and resilient cash-generative businesses. China Sunsine is as boring (and investable) as companies get. [Estimated reading time: 4 mins]
Three years of value investing: a review
In 2018, after over a year of reading books and articles on value investing, I thought I was ready to tackle the deceptively easy craft of stock-picking. How wrong I was. This article gives a quarter-by-quarter performance review of my value investing activities since 2018 and shares some of my personal reflections. [Estimated reading time: 9 mins]
Centurion Corporation Limited: June 2021
Centurion (SGX: OU8) operates in the purpose-built workers accommodation and purpose-built student accommodation segments, both of which have been hit hard by Covid-19. But cash flows remain acceptable I am optimistic for this business. [Estimated reading time: 4 mins]
How important are dividends?
Dividends are quite a holy grail in investing in Singapore. But how much should dividend yields influence our investment decisions? In this article, we present a discussion of some points relating to the role of dividends in value investing. [Estimated reading time: 8 mins]
How to start a modest value investing portfolio (with just S$5k)
If you are enthralled by the idea of “buying dollar bills for forty cents” and cannot wait to get started, this article is for you. We give a step-by-step guide to starting your own value investing portfolio with a relatively small initial investment. [Estimated reading time: 5 mins]
Capitaland: Why I am selling
As value investors, we subscribe to a buy-and-hold philosophy. However, there are times in which extreme and unexpected developments prompt us to sell recently-purchased shares. I believe that this is one such case. [Estimated reading time: 8 mins]
Tat Seng Packing Group Ltd: May 2021
Despite making over 50% return on my initial investment in Tat Seng (SGX: T12) 2 years ago, I still think this is a wonderful company with much more potential ahead. [Estimated reading time: 7 mins]
Squirrel Says: Do you really need to invest?
Another common ‘adulting’ question is, ‘Must I really invest my money?’ The answers is ‘no, but you really should’. Hear me out. [Estimated reading time: 5 mins]
Squirrel Says: The best time to start saving
One of the most common ‘adulting’ questions is, ‘When do I need to start saving properly?’ This article will answer this question definitively. And the answer has a lot to do with the eighth wonder of the world. [Estimated reading time: 3 mins]
SG Squirrel 