My Stock Picks for 2015

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9 years 3 months ago #21611 by stirling
Replied by stirling on topic My Stock Picks for 2015
My stocks holdings are mainly vested using my CPF account. My $200k worth of stock picks are narrowly focused in consumer F&B stock:-
1. QAF. (35%)
I have held on to this stock for more than 5 years. It offers good dividend yields and potential growth driver wil come when it's china operation turn positive.

2. Sino Grandness (65%)
I bought into this stock 3 to 4 years back. Last year was a roller coaster ride but I still believe in its simple business model and of course the potential China Consumption story. Recently, I have added more shares when the price tanked and am looking forward to its maiden dividend in 2015.

For guidance, I have the luxury of time to be vested in these stocks as my cost is almost nil (due to past gain) and timeline for withdrawal of funds is at least 10 years away.

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9 years 3 months ago #21617 by lotustpsll
Replied by lotustpsll on topic My Stock Picks for 2015
Hi BNN,

It would not be proper to compare with some fund positions as they are much larger in size.

My target is 12% CAGR and this is what I aim for. Do not be too aggressive with your objective.

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9 years 2 months ago #21660 by yeng
Replied by yeng on topic My Stock Picks for 2015

GEO wrote:
Few counters I see potential in:
1) qt vascular (products approval will furthur drive revenue and profit)
2) cnmc (company giving final and sp dividend, depends if company acquire another gold mine for next growth)
3) giken (the remaining assets resources not valued yet but depend on oil price coming near to negotiation)
4) yoma (probably need wait for few years for kfc and landmark to bring in results, short term is myanmar election)


--> CNMC caught my eye. Profitable gold miner but the market doesn't give a damn & share price is stuck at 27-28. How like that?

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9 years 2 months ago #21671 by Joes
Replied by Joes on topic My Stock Picks for 2015
ComfortDelgro was truly on my wishlist. I planned to wait till 2nd half of 2015, nearer to release of some concrete announcement of sale of assets to govt. Sorry to see the share price has shot up from 2.60 to 3.03 liao in just 1 month! CDG stayed hentak kaki 2.50-2.60 in July-Dec 2014!

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9 years 2 months ago #21673 by lotustpsll
Replied by lotustpsll on topic My Stock Picks for 2015
I missed this stock too. Looking better with the bearish oil price.

Religare is moving smartly - likely fund buying. I would expect First Reit to firm too.

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9 years 2 months ago #21691 by Rich
Replied by Rich on topic My Stock Picks for 2015
Janitor bequeaths millions to library, hospital

www.cnbc.com/id/102404530

-- No stock picks but some profound lessons on living and investing.

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