Wolf Money(Keppel Ltd)sold

 



I sold my small position in Keppel at the price I paid. After studying the company financial. I felt the current price is fair based on their earnings alone. There might be upside if they are quick to divest their non-core assets. They have to be fast though, the market might not always be readily available for divestments.

I find the general market to be complacent amid the poor economic news, stock prices still trending higher. Btw, my feeling towards the market has nothing to do with how the market will performed. An expensive market can last longer than one can stay solvent. 

Currently, LWF will be a lone stock punt on Comfortdelgro. More details at the end of month portfolio update. God Bless. I am current on a 2 weeks break.

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