Thursday, October 21, 2021

My view of Singapore Airlines stock (C6L.SI)

 Here is my analysis of Singapore Airlines stock. I am pessimistic about this stock for the next one year.

My view on Vicom (WJP.SI)

 My friend invested in this stock for many years. He obtained a good appreciation in the stock price and dividend yield.

He liked this stock because the inspection price and supply is fixed by the government and the business is likely to generate steady profits. I give my view of this stock here.

Wednesday, October 20, 2021

Visit of Najib and Rosmah

 Many netizens complained that Najib and Rosmah are probably allowed to visit Singapore and bypass quarantine.

I disagree with their concern. If these two visitors are vaccinated, and I suspect that they are, and tested negative on arrival, there is no need to quarantine them. We have already implemented this new process for travelers from many countries. For other countries, it should be appropriate to exempt some of them on special considerations, e.g. if they bring good quality durian with them. The risk of spreading the virus is low. Anyway, I know that most of my compatriots, i.e. Sinkies, are inflexible people, with a full focus on SOP, and cannot make exceptions. Hehehe.

WOTC - Restrictions on unvaccinated

 Wisdom of the Crowd: 60% of the respondents disagree with the decision to bar the unvaccinated from malls and restaurants.

Tuesday, October 19, 2021

When will TKL sell his Tesla shares?

 Tesla's stock price reached $870 USD. I hold 400 shares at $702 They showed a gain of $67,200 USD.

Friend - when will you sell the Tesla shares?

Update on TKL's investment strategy and results - 18 Oct 2021

Dear Mr. Tan
I congratulate you on the gain of $887,000 that you made on your investment portfolio as at 18 Oct 2021.
Can you compute the rate of return, and also tell us when you will realize the gain, as the global stock market is very high.
Is it better to sell the stocks now and reinvest when the market has corrected?
My reply here.

Sunday, October 17, 2021

Wisdom of the Crowd - New Issues


1. Should we stop testing of asymptomatic vaccinated people?

Vote in

China government is more democratic and citizen centric

 My friend, who is a retired civil servant, made this observation - The socialist government in China is more democratic and citizen centric that the democratic government in Singapore.

Do you agree? Read my view and give your comment here.

Wisdom of the Crowd - New Issues


1. Is China acting aggressively in international affairs?
2. Will Singapore's economy recover after the pandemic?
3. Should Singapore stop the inflow of foreign professionals?

Vote in

WOTC - US China trade dispute

 Wisdom of the Crowd: 58% of the respondents do not expect US and China to resolve the trade dispute in the near future.

Saturday, October 16, 2021

Use of renewable energy for bitcoin mining

 Some people said that renewable energy can be used for bitcoin mining, and that will not harm the environment. I find this reasoning to be fallacious or dishonest.

Wisdom of the Crowd - New Issues

1. Should Singapore support China's application to join CPTPP?
2. Should the unvacinnated be barred from entering malls and restaurants?
3. Why is Singapore facing a big increase in covid deaths?

Vote in

Taken out of context

 It is quite common for misinformation to be spread by videos, images and text being taken out of context. Be careful.

It is counter productive to restrict the unvaccinated

 In this post, I explain why it is counter productive to introduce restrictions on the unvaccinated. The cost of implemeting the restrictions ooutweighs the benefit.

What is wrong with the covid strategy

 I share my views on what is wrong with the covid strategy adopted by the MTF.

A painful experience in trading Gold futures

 I have bad luck yesterday.

I held 4 Gold contracts at $1,797.
It closed at $1,768, giving me a loss of $11,000 USD.

WOTC: Military conflict over Taiwan

 Wisdom of the Crowd: 94% of the respondents do not expect US and China to have a military conflict over Taiwan.

Big difference in surrender value and projection

 This policyholder was shocked that the insurance company quoted him a surrender value that was $20,000 less than their projection.

Friday, October 15, 2021

WOTC - Law to stop foreign interference

 Wisdom of the Crowd: 85% of the respondents said that Singapore does not need a new law to deal with foreign interference in its internal politics.

 Wisdom of the Crowd: 96% of the respondents said that the government passed the FICA law hastily.

 Wisdom of the Crowd: 75% of the respondents said that the MTF handled the covid crisis badly in the latest phase of relaxation.

High covid deaths in Singapore

 Why does Singapore have an unexpected high number of covid deaths during the past two months?

Here is my hypothesis. It is an opinion. I may be wrong.

Thursday, October 14, 2021

Country comparison of covid deaths - 13 Oct 2021

 The covid deaths for Singapore for the past 7 days has increased to 10 per million of population.

It is considerably higher than Myanmar, Australia, Japan, Indonesia, India, S Korea, Taiwan, Hong Kong.

Considering the high vaccination rate in Singapore, the good medical facilities and the layers of restrictions that are imposed on the public, the high death rate for Singapore is puzzling.

Wednesday, October 13, 2021

My experience with short term trading

 Dear Mr. Tan,

You appear to be doing quite well with your short term trading as well (apart from long term investing in good value stocks). Can you share you tips? Do you use technical analysis? My reply here:

Tuesday, October 12, 2021

Wisdom of the Crowd - New Issues

1. Should unvaccinated be barred from restaurants and malls?
2. Is the home recovery program safe to the family members?
3. Should vaccination be made compulsory?

Vote in

Remove restrictions on the unvaccinated

 In this post, I express the view that there is no need to impose restrictions on the unvaccinated and stop them from visiting restaurants and malls.

Booster shot for the elderly

 My friend sent me a link to this article and made the following comment:

If US FDA which is a recognized institution is cautioning against taking the 3rd booster jab because of the associated risks then why is our government or authorities rushing into it without careful analysis & consideration ?
TKL replied

High energy prices

 I give my observations about the energy market. It could provide some interesting opportunity to make (or lose) money.

65 yo doctor died from covid

 I give my views about this incident, where a 65 yo doctor died from covid.

Update on New Oriental Education (EDU)

 I made a gain of US$9,800 on New Oriental Education (EDU).

However, this stock is volatile. So, the gain may disappear suddenly.

Sunday, October 10, 2021

Technical issue with SIA website

This is my suggestion for SIA to address the technical issue of its website, which has not been addressed for a decade.

Saturday, October 09, 2021

Do not panic - look at the bright side

 The high deaths from covid during the past few weeks, since the move towards "living with covid" exceeded my expectations.

I had expected two deaths a day, but it seems to be at least two times higher. There is a bright side.

Friday, October 08, 2021

Explanation - large spike in hospitalization and deaths

 I found an explanation for the large spike in hospitalization and deaths.

I believe that the mass testing of asymptomatic cases and the isolation of the mild cases with covid does not help to stop the spread. It is a waste of time. Here is my reasoning.

Thursday, October 07, 2021

WOTC - Invermectin

 Wisdom of the Crowd: 59% of the respondents said that ivermectin should not be prescribed to people who do not want to be vaccinated.

My view about China Petroluem (0386.HK)

 I decided to double my investment in China Petroleum (0386.HK). This seems to be an excellent opportunity. I hope that my projection is correct.

Did the ministers make a bad judgement?

 Did the ministers make a bad judgment in relaxing the restrictions too early, based on the vaccination rate?

Give your views here.

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