In our article "we welcomed fresh stock ideas for a brand-new portfolio.

Some investors then lamented, when approached for stock ideas, that stock prices of many "good" companies have gone up significantly in recent months or the past year. 


That spells difficulties for anyone trying to share a good stock idea with substantial upside potential.

Still, with some trepidation, 10 investors eventually offered 12 stock ideas, as follows: 

dimsum7.17

There are several past articles on five stocks (Alliance Mineral, CNMCGSS Energy, InnoTek, and Nordic) on NextInsight.

There was a recent piece each on Mandarin Oriental and Singapura Finance but for the other stocks, we don't have prior stories.

The name "dim sum portfolio" was given by an investor, in line with the food theme that inspired the "nasi lemak portfolio".

In case you forgot, the nasi lemak portfolio returned an excellent 143% in two years -- truly, a number of good stocks have risen to the heavens.

Still, why "dim sum"?

Because it suggests variety -- the stock ideas came from investors with widely differing risk appetites and investment objectives.

Because it suggests deliciousness -- the stock ideas are "tasty" for some reason and at least a few hold the promise of solid returns.

You will note that some stocks...

♦ Have risen strongly (such as Nordic, HL Global Enterprise and Cityneon). 
♦ Have strong re-rating potential (such as Alliance Mineral and GSS Energy). 
♦ Are crawling at the bottom of their price charts (such as CNMC, Del Monte and Sunmoon).

Over time, investors may contribute new stock ideas to the portfolio, or remove existing ones.

We will update such movements in the Comments section below and publish a fuller article in due course. 

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Comments  

#2 lotustpsll 2017-10-01 09:19
In view of the impending catalyts (read my recent article) for Baldhill project, and that Tawana has other potential lithium projects (Cowan, Yallari), I will swap Sing Finance with Tawana Resources, listed in ASX, in the Dim Sum portfolio.

For those who are keen to invest, please do your own due diligence.
#1 Pwete 2017-07-09 21:02
It's interesting that the portfolio is mostly made up of stocks that currently do not have analyst coverage. Among them are undiscovered gems certainly. I wish analysts would spend some time on such companies instead of devoting energy to covering blue chips which are just boring when it comes to large capital gains.

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Counter NameLastChange
AEM Holdings2.3600.060
Avi-Tech Electronics0.260-0.005
Best World1.7300.030
Broadway Ind0.095-0.001
China Sunsine0.390-
ComfortDelGro1.360-
Delfi Limited0.9450.015
Food Empire1.400-0.020
Fortress Minerals0.260-0.020
Geo Energy Res0.355-0.005
GSS Energy0.027-
Hong Leong Finance2.4800.010
Hongkong Land (USD)3.080-0.070
InnoTek0.440-
ISDN Holdings0.315-0.005
ISOTeam0.035-
IX Biopharma0.0460.005
Jiutian Chemical0.024-
KSH Holdings0.250-
Leader Env0.050-
Medtecs Intl0.1320.001
Nordic Group0.335-
Oxley Holdings0.0910.001
REX International0.139-0.007
Riverstone0.6850.020
Sinostar PEC0.125-0.010
Southern Alliance Mining0.600-
Straco Corp.0.500-
Sunpower Group0.220-
The Trendlines0.085-
Totm Technologies0.0220.001
Uni-Asia Group0.800-0.015
Wilmar Intl3.330-0.030
Yangzijiang Shipbldg1.7900.010
 

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