Lone wolf investor

  Wu Guanzhong China 1919-2010 Households of Hainan circa 2001 Gift of the Artist  Collection of National Gallery Singapore  Market Summary 24-30 Oct 2022 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  + US GDP grew 2.6% in Q3 YoY: advanced estimate from Bureau of Economic Analysis  - US spread between yields on 3-mth Treasury bill and benchmark 10-year note started going negative this week: WSJ + US personal consumption expenditures (PCE) surged by US$113bn or 0.6% in Sept, PCE price index rose 0.3% MoM  + US consumer spending rose 0.6% n Sept, data for Aug revised higher to 0.6% instead of 0.4% previously reported   + US Consumer Sentiment Index at 59.9 pts in Oct, up 2.2% MoM   - US consumer confidence index falls to 102.5 in Oct from 107.8 in Sept: Conference Board  - US trade deficit in goods widen to US$92.2bn as exports stumble  - US key 30-year mortgage rate jumped to 7.08%, top 7% for 1st time over 2 decades  - US new home sales fell 10.9% in Sept from Aug, down 17.6% YoY, pending home sales fall

(CCP party flag)   Lone Wolf Fund(LWF) Portfolio as at end of Oct 1.) Cash 2.) Bank of China(3988.HKG) 3.) Comfortdelgro(CDG) 4.)  Boustead Projects(BP) *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   It had been a while since I felt the butterflies in my stomach. There are plenty of mixed emotions at play. I would be lying if I told you I am not chuffed by the recent falling market. Finally value had arrived for a proper bargain hunt. On the other hand, it felt like déjà vu, the ghost of GFC had returned.  (My Trading desk) I was a young broker then at the height of GFC panic which was bought on by the near collapsed of AIG, of course some may argued Bear Stearns collapsed was the armageddon of GFC ,to me Bears Stearns failure was only an appetizer of what was to come during GFC. Telephones were ringing non stop. Some clients even called, asking what should they do with their AIA policies unfortunately I am i

  Result for Nov SSBs is out, as expected demand is hot. All applicants applying 10.5k of SSBs will get full allocation of 10k with close to 30% of the people getting that extra $500. Good luck.  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. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the

(Giant monument greets the visitor) Last week I had an opportunity to visit Yakult Factory. My son, a big fan of their beverage was very much looking forward to this free tour. They had recently reopened their factory tour after a 3 years break. The factory tour is quite an eye opener.  (The cutesy Mr. Yakult) The tour was conducted by Mr. Yap from Yakult. He did a half an hour presentation on the company history, products and the health benefits of drinking Yakult. Yakult first set up its factory in Singapore under a joint venture with Cerebos Pacific(used to be one of my favourite listed company in sgx) in 1979. In 2003, the parent company had decided to buy over Cerebos stake in Yakult to make it a wholly owned subsidiary. (The legendary doctor who discovered L.Casei Shirota) (Close to 90 years of history) I am mightily impressed with the explanation on area which lactobacillus casei shirota(a good bacteria named after Dr. Shirota) can help digestion and improve bowel movement. It w

  Lim Kwong Ling Singapore 1932 Untitled circa 1970s Collection of National Gallery Singapore  Market Summary 17-23 Oct 2022 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - US fiscal 2022 budget deficit plunged by half YoY to US$1.375 trillion, due to fading Covid-19 relief spending, record revenues  - US 10-year Treasury yield climbs to highest level since 2007 to 4.29% - US to sell 15m barrels of oil from SPR: Biden  - US mortgage applications hit the lowest level since 1997 - US builder confidence declined for 10th consecutive mth in Oct  - US privately-owned housing starts drop 8.1% in Sept MoM - US existing home sales down 1.5% in Sept for an 8th straight mth   + US industrial production grows 0.4% in Sept on monthly basis  - US eyes expanding Chinese tech ban to quantum computing and AI - US appeals court temporarily blocked Biden’s plan to cancel billions of dollars in college student debt  - Nasdaq halts IPO preparations of at least 4 small Chinese firms as it probes short-lived stock rallies by s

    The yield on Nov 2022 SSB will be the highest since the launch of SSB. A decent 3.08% interest on the first year await holders of the bond. Average yield for 10 years came in at 3.21%.  I am expecting competition to be strong. Likely within the ballpark of 8k-13k per applicants applying above that amount. The yield on SSBs for the next two months issues are likely to show an upward trend in yield. If one can’t get the desire amount, just do a SSBs stacking. A continuous investment into SSBs for a minimum 6 months will give holders a perpetual income every month for 10 years.(Yield are paid semi annually) Closing date for application will be on the 26th Oct 2022 at 9pm. Good luck 🤞. 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 en

  (It is always the darkest at dawn before sunrise) I have been observing the market more closely than ever because stocks had never been so cheap since 2020. Some stocks had even gone below covid era valuation.  I have been more active in the market in recent days buying some dividend plays. They are what I consider building block of any portfolio. The current risk free in Singapore is around 3.5%. Given the higher risk free, it will only made sense to buy into companies which pay at least 6% or just slightly below that level but not much lower at current juncture. Buying into net cash companies give a higher visibility in term of dividend payout. Another matrix I lookout for is the payout ratio and sustainability of earning. If a company is paying 100% out of earning, it runs the risk of a dividend cut due to poor earning. If our local risk free rate jumped to 4 percent, a company with a minimum of 6.5% dividend yield will be considered desirable. Good dividend paying companies can g