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: 


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. 


0 #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.
0 #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.

Share Prices

Counter NameLastChange
AEM Holdings3.670-
Avi-Tech Electronics0.400-0.005
BH Global0.3400.005
China Sunsine0.515-
Food Empire0.890-0.010
Fortress Minerals0.605-0.025
Golden Energy0.2650.025
GSS Energy0.066-0.004
ISDN Holdings0.6450.005
IX Biopharma0.2450.010
KSH Holdings0.3700.005
Leader Env0.112-0.001
Medtecs Intl0.900-0.015
Moya Asia0.067-
Nordic Group0.335-
Oxley Holdings0.230-
REX International0.184-0.002
Southern Alliance Mining0.920-0.030
Sri Trang Agro1.7000.010
Straco Corp.0.550-
Sunpower Group0.820-0.005
The Trendlines0.1070.003
UG Healthcare0.585-0.010
Uni-Asia Group0.8600.035
Wilmar Intl4.510-0.040
Yangzijiang Shipbldg1.360-
Yinda Infocomm0.310-0.015

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