In the News

These are links to the various articles that have been re-purposed from my blog posts.  They do provide slightly different perspectives and are worth a read.

The articles are arranged in chronological order for each media/magazine. For related articles eg about the same company or subject, I have grouped them together.  Then the first article in the group follows the chronological order for the media/magazine. The subsequent articles within the group are then arranged in their respective sub-chronological order.

1) Focus Malaysia

• Petron Malaysia: The hidden transformation

• Asia File: Will there be time to meet the digital disruption challenge?

• A survey of industry thoughts: What are Value Traps really?

• CSC Steel: When you have a good horse, the jockey is not critical

• Eksons: Don’t be mesmerised by the cash hoard

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

• UOA Group: Having the foundation to weather the storm

• White Horse: Riding out the storm, outlasting the economic downturn

• “Investing in Bursa’s property companies: Size matters”

• Boustead Plantation: Is the company really in the plantation biz?

• Malaysian plantation stocks: A cyclical sector but not cyclical profits

• It’s been a tough 12 years for Bursa Malaysia’s steel companies

• How rational is Malaysia’s benchmark FBM KLCI index?

• COVID-19 doesn’t affect performance Bursa Malaysia-listed furniture companies

• Hunting for Bursa’s value-for-money construction companies to invest in

• Malaysia housing cycles: Prices trending up but no growth in volume

2) iProperty.com 

• Properties vs stocks: Which is a better investment in Malaysia?

• Are Malaysian Property Developers using Digital Marketing strategies to their best advantage?

• When is the best time to buy a house in Malaysia?

• Real estate investment in Malaysia: How to determine its financial risks?

• Is it better to settle your housing loan or invest your extra cash?

• Property stocks in Malaysia: What investors should know in 2021

• Maybank Houzkey: An unintended financing scheme for investors?

• Is there an “Evergrande” among Malaysian property developers listed on Bursa Malaysia?

• How to identify property cycles for equity investment opportunities on Bursa Malaysia

3) Medium 

• Is Asia File’s value being disrupted

• What are Value Traps really?

• Investment case study — a critical resource for learning valuing investing.

• Stock Valuation — celebrating the different values

• How to assess investment risk from a permanent loss of capital perspective.

4) Seeking Alpha

• In Malaysia, Which Has Better Returns - Stock Market Or Property?

• How To Mitigate Permanent Loss Of Capital When Value Investing

• Assessing Permanent Loss Of Capital

• Steel Dynamics: Wait For The Coming Price Decline

• Steel Dynamics: Still Not A Time To Buy

• Steel Dynamics: How To Flesh Out The Real Valuation Insights

• Boise Cascade: Overpriced And A Potential Value Trap

• Boise Cascade: Better Prospects But Still Not Time To Buy

• Boise Cascade - The Risk Is In The Valuation

• Tempur-Sealy: Time To Exit

• Tempur Sealy: Still Not The Time To Buy

• Leggett & Platt: The Specialty Foam Potential

• Worthington Industries: Fundamentally The Best, But No Margin Of Safety At The Current Pric

• Worthington Industries - A Sufficient Margin Of Safety Even As A Cyclical Company

• Generac - An Irrational Price

• Generac: Not Running On Full Power As The Earnings Seem To Be From Generators

• TimkenSteel - Time To Go In As The Worst Is Behind It

• Olympic Steel - Not Creating Shareholder Value

• MDC Holdings - Don't Be Mesmerized By The Current Performance, This Is A Cyclical Industry

• MDC Holdings Is A Cigar-Butt Opportunity

• The Market Is Not Pricing D.R. Horton As A Cyclical Group

• Evidence Doesn't Suggest That D.R. Horton Is A Growth Stock. Don't Value It As Such

• NVR: A Good Jockey On A Strong Horse Riding Into A High Inflation Environment

5) SlideShare

• Learn how to invest using investment case studies

• Baby steps in value investing

• Baby steps in valuation

• Baby steps in managing investment risks

6) Guest posts

• Is Steel Dynamics a growth trap?  (in Value Investing Journey)

• Should you invest in TPX? A relative fundamental analysis. (in Value Investing Journey)

• How To Manage Permanent Loss Of Capital (in Value Investing Journey)

• The market is not valuing Pulte as a cyclical stock (in Value Investing Journey)

• How To Best Reduce Investment Risk – A Comprehensive Framework (in Investing for Beginners)

• CUMMINS – AN UNAPPRECIATED NEW DIRECTION? (in ValueWalk)

• LENNAR IS NOT A GROWTH STOCK BUT A CYCLICAL ONE (in ValueWalk)

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