Posts

Is Kumpulan Fima a value trap? (Part 1 of 2)

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Value Investing Case Study 14-1: The first part in the fundamental analysis of Kumpulan Fima. 

Is Steel Dynamics a growth trap?

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Value Investing Case Study 08-3: This is an updated analysis of Steel Dynamics incorporating the 2020 results. However, I have published it as a guest post in Value Investing Journey . Contents Background Is Steel Dynamics a growth trap? Value Investing Journey CSC Steel This blog is reader-supported. When you buy through links in the post, the blog will earn a small commission. The payment comes from the retailer and not from you.  Learn more .

Is Tempur-Sealy a growth trap? (Part 1 of 2)

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Value Investing Case Study 13-1: I first covered Tempur-Sealy in my Seeking Alpha article “ Tempur-Sealy: Time To Exit ” in Feb 2021. The fundamental analysis then was based on the annual financials from 2010 till 2019. The company has since released its 2020 results which have been incorporated in this article.  

The ultimate look at how to invest in penny stocks

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Fundamentals 09:  The article looks at various issues when investing in penny stocks - whether it is bad, illegal. It explores what differentiates penny stocks from others and how you can benefit from these. "Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows."  Jim Rogers

Is Eksons still a value trap? (May 2021)

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Value Investing Case Study 01-3: An updated fundamental analysis of Eksons based on the financial results till FYE Mac 2020.

The ultimate look at how long to hold onto stocks

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Fundamentals 07:   This post looks at how long to hold onto stocks from various perspectives. Factors considered include capital gains, income tax, dividends, investment styles, winners, and losers. It explores whether there is a minimum holding period and what is considered a long time. “You need to know very well when to move away, or give up the loss, and not allow the anxiety to trick you into trying again.” Warren Buffett

Better to invest or pay off mortgage? - the evidence.

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Case Notes 09: If you have extra money, is it better to invest in the stock market or to reduce the housing loan? This is a very common question that many seemed to answer in a theoretical manner. This article looked at the Malaysian historical evidence to provide a different perspective.

Is the KLCI running ahead of the rest of Bursa Malaysia?

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Case Notes 08: The KLCI has recovered to the 2016 levels. Is the recovery reflective of the prospects and it is broad-based? This article explores these issues.