Posts

Wolf Bargain(Taylor Swift limited edition T-shirt giveaway)closed

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(Size S T Shirt worth $60 to be given away to one lucky winner)  Time for a giveaway to the loyal readers and the Swifties of Lone Wolf Investor Blog. One lucky winner will win a limited edition Taylor Swift’s T-shirt worth $60 bucks(size S, for chest across 50cm). Just answer two questions. Closing date by 10th March 2024. Winner will be announced by 11th March 2024. 1.) Name one popular song of Taylor Swift? 2.) Name one country Lone Wolf had travelled last year?(clue in the blog) Please send your answers to ccuvteam@gmail.com One winner will be selected randomly by me. Decision is final. Self collection only. Winner will be notified by email. (Me at the queue for 2 hours) Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculativ

Wolf Bargain( “Funlidays”)

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As we approach the week long March school holiday, What do you do to keep your kids occupied? Travel? Not enough time. Enrichment class? Expensive. How about Library and Museum? They are free and educational. There are a couple of new attractions to keep the kids engaged. Both the Keppel Centre for Art Education at the National Gallery and the Central Public Library went through their respective revamps recently. It offers the visitors a different experience from the former.  Keppel Centre for Art Education(KCAE)@National Gallery  Housed in the National Gallery Singapore, KCAE is a dedicated space for children as young as 3 years old. KCAE had a recent revamp to keep the little ones interested. The new space is more interactive than the former with touch screens and 3D painting incorporated into the space. I personally enjoyed the 3D painting more than my son. There are drop in activities within the centre for kids to do a bit of art and craft. The National Gallery Singapore is highly

Wolf Money(Ping An Insurance sold)

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  I have eliminated my small position in Ping An Insurance after price hit my trailing stop. Lone Wolf Fund achieved a return of 12% for the two months holding period. God Bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  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 assur

Wolf Money(world market review 26 Feb-3 March 2024)

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 KAWS 1974 United States  WHAT PARTY Circa 2020  Collection of Mondrian Singapore Duxton Market Summary 26 Feb – 3 Mar 2024 *USA*  + Fed’s Reserve Bank of NY Williams reiterates rate cut likely later this year  + US S&P Global Manufacturing PMI revised upward to 52.2 in Feb, surpassing preliminary estimate of 51.5 and Jan’s 50.7 -US ISM Manufacturing PMI fell to 47.8 in Feb from 49.1 in Jan  -US Year-Ahead inflation expectations confirmed at 3% in Feb, from a 3-year low of 2.9% in Jan + US PCE price index up 0.3% MoM in Jan + US core PCE prices, exclude food and energy, up by 0.4% MoM in Jan, the most since Feb 2023 + US personal spending increased by 0.2% MoM, slowdown from 0.7% rise in Dec  + US personal income rose by 1% MoM in Jan, up from 0.3% in prior mth, largely exceeding market forecasts of 0.4% advance  -US Deputy Treasury Secretary: China’s woes won’t slow US economy, but excess manufacturing capacity spilling over to global economy a concern  -US initial jobless claims

Wolf Money(Barrick Gold Corporation: NYSE: Gold)

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  I bought a tokenism position in NYSE listed Barrick Gold. The Canadian gold mining company was the world largest gold mining company before it was recently upstage by Newmont for the number 1 spot after their takeover of Australia, Newcrest Mining. Barrick Gold has a more conservative balance sheet in a sector that rely heavily on debt funding. I am quite puzzled by the phenomenon of the huge disparity in high gold price vs low stock price. Share of Barrick Gold is trading close to its 52 weeks low. The cost of production for Barrick Gold is USD$1364 per ounce in the 4q of last year. With spot gold price trading above USD $2050 at time of writing, there are enough margin for most gold miners including Barrick Gold to make a handsome profit. A rate cut in the second half of 2024 will be supportive of higher gold price.  Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection

Wolf Money(Portfolio update for end Feb 2024)

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(Image credit: HK Tourism Board; Hong Kong skyline) Money comes, money goes The trade war between the US and China will be a multi-decade competition. Hong Kong, unfortunately, is caught between a hard rock and a hard place. Given the city’s reliance on foreign financial institutions setting up shop and to create jobs for the locals. The capital flight out of HK after the security law was introduced causes hardship for Hong Kongers. Western MNCs have been leaving the city in large numbers, affecting office leasing and their local economy. The trade war has a more direct impact on HK than in any other cities in China. HK has become the collateral damage to the struggle between the two world powers.  (Image Credit: SCMP; HK Two Dish Rice similar to Mixed Vegetable Rice in Singapore) The falling property and stock market adds more hardship for everyday workers. The two dish rice or commonly known as mixed vegetable rice in Singapore, has become popular in HK due to its low price. The curr

Wolf Money(SBS Transit sold)

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  Extract from month end review I sold my position in SBS Transit not due to fundamental reason. In contrast, SBS transit might report better earning in q1 2024 with 3 months of full fare increases incorporated into their numbers. The company experienced a 1.6% growth in profit for FY23. Lone Wolf Fund walk away with a small gain from the sale. LWF holds no share in the company. The selling was due largely to the dividend differential compare with other dividend paying companies. There are many dividend stocks yielding more than 6% vs SBS low 4%. SBS Transit didn’t include a special dividend in their latest result in conjunction with their golden jubilee celebration in FY2023. It was the best opportunity to reward your shareholders. There was no increase to their dividend payout ratio, to be inline with CDG and their sister company, Vicom 70% payout. SBS Transit continues to have a low payout ratio of 50%. It was disappointing but I have to accept their difficulty in rewarding sharehol