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Wolf Money(portfolio update end Feb 2022)

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  This coffin’s for you, little boy, don’t be afraid, lie down, A bullet called life clutched tight in your fist, We didn’t believe in death, look – the crosses are tinfoil. Do you hear – all the bell towers tore out their tongues? We won’t forget you, believe it, believe it, be … Belief bleeds down the seam inside your sleeve, Chants, prayers, psalms swell up in a lump in your throat In the middle of this damned winter all dressed in khaki, And February, getting the ink, is sobbing. And the candle drips on the table, burning and burning… By Iya Kiva, Ukrainian Poet Lone Wolf Fund(LWF) Portfolio as at end of January  1.) Cash  *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   I am supposed to have the February month off until the volatility of the market woke me up from my slumber. The market had been more volatile due to increasing geopolitical risk in the eastern bloc. My prayer goes to...

Wolf Money(portfolio clear out)

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   I did a portfolio clear out over last few days. I am currently in full cash. I will share more at my end of month portfolio update.  A small portion of Keppel profit goes to cutting losses in Grab. I had achieved 14 percent return on Keppel. Grab losses are brought back to Lone Wolf P&L. God Bless. Please trade with caution in a volatile market. See you soon. Please follow us on telegram for the latest update on Lone Wolf Investor by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we beli...

Wolf Money(becareful)

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  Becareful, anyone who know about chart pattern will understand head and shoulders usually represent an end to an uptrend. Base on chart reading, there might potentially be another 500 points downside on s&p500 index(head to neckline 500 points)4300 to around 3800. Trade with caution. God bless.  Please follow us on telegram for the latest update on Lone Wolf Investor by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefor...

Lone Wolf Investor will be back in March

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  Lone Wolf Investor will be back in March. Till we meet again. Have a profitable month ahead.

Wolf Money(portfolio update end Jan 2022) long post !

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  Lone Wolf Fund(LWF) Portfolio as at end of January  1.)  Keppel Corporation   2.) Cash Test case   3.) GRAB Holdings (excluded from LWF)- Test case for new/big tech investing  *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   Happy Lunar New Year to everyone celebrating this joyous occasion. I wish everyone a prosperous and healthy year of the Tiger.  STI managed to find it’s mojo in the month of Jan. The 4 percent gain made in Jan is probably one of the best I could remember taking into context the substantial fall in US market. STI index masterclass performance would had made any school disciplinary master proud. STI deservingly enjoying their day in the sun for once. Give that man A Tiger! (Space X lifting off to the moon)  Lone Wolf Fund did well due to Keppel Corp exceptional performance. Finally the laggard of STI had woken. The stock is up close to 10 per...

Wolf Money(Keppel Corporation FY 2021 result)

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  Keppel reported net profit of more than 1B. The net profit represents the highest profit since 2015. Final dividend of 21c was declared. Full year dividend came in at 33c. A 500m share buy back had also been purposed which to me act as a backstop 😃. Keppel O&M and Keppel Logistics will be sold by 1Q 2022.  I had a brief look at the result, in general I do think it met and exceeded the market expectations. I had estimated the earning to be around 750m. The communication by the management had shown a mark improvement since the last update. I am generally happy with the result. I will share in depth analysis at my end of month portfolio review. Please stay tune.  Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We als...

Wolf Money(book recommendation)

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  (The Authors) “Invest For Good” a healthier world and a wealthier you by Greg Konieczny, Carlos von Hardenberg and Mark Möbius, the ex legendary Templeton fund manager discussed extensively the definition of ESG investing. The trio have more than a quarter century of investment experience combine discussed the subject of ESG investing and the positive impact on society and environment. What is ESG? The buzz on ESG had been on going for a couple of years. Statement on ESG are mostly found within listed company corporate social responsibilities or CSR report. ESG stands for Environmental, Social and Governance. The book started off pretty dry. Fund management company and investors can make a difference by investing in companies that meet good ESG standard. I personally think ESG focus investing is gaining traction and it will be the way of investing demanded by the current Gen Z. More people want to know if their coffee came from a sustainable source and whether that diamond ring t...