Investors of the Roundtable

Berkshire repurchased a record $24.7 billion of stock during 2020, up from $4.9 billion in 2019. The pace accelerated in the second half of 2020, with about $9 billion of buybacks in both the third and fourth quarters. Buffett emphasized that the company only engages in share repurchase programs when it believes shares are trading below their intrinsic value. Is the share buyback a good move given...

Greater China is Nike's fastest growing market. It is also the most profitable market for the sporting giant. Recently, H&M, Nike and other big Western apparel brands are facing a boycott in China because of the stand they've taken against the alleged use of forced labor to produce cotton in the country's western region of Xinjiang. Nike shares fell by 4%, while Adidas sank more than 6%...&nbs...

The three big banks in Singapore, namely DBS, OCBC and UOB, have seen their share price appreciate about 30% over the last six months. However, because of the dividend cap rate, the Singapore banks are currently offering about 3% yield based on their current share price. In addition, interest rates are expected to remain low -- at least until 2023, which will affect the banks' earnings for the nex...

The share price of many tech stocks underwent a correction over the last week or so resulting in many investors wondering if a tech bubble crash is happening. Instead of a bubble burst, the selling was actually sparked by a selloff in the Treasury bond market, which pushed up yields. In this week's roundtable, we talk about what is happening in the market today that has resulted in some of the pri...

Disney's streaming service has made its way to Singapore. It is also in operation in the U.S., Canada, UK, and much of Europe. Netflix, on the other hand, is already the market leader when it comes to over-the-top (OTT) streaming services with over 200 million subscribers.  The question of whether Netflix or Disney+ is the right choice has never been more pressing. Which is a better OTT stock...

Some investors may claim that as long as a REIT is in the healthcare industry, it is a stable and safe investment. That claim however, couldn't be further away from the truth. Not all REITs are created equal. It doesn't matter if they are in the same industry. Different REITs have different properties and their style of managment can be vastly different as well. That is why it is important to go d...

Choosing the right market to invest for dividends can give you a head-start when it comes to building up your passive income.  Though boring, the beauty about dividend investing is that it can give you the cash flow you need by the time you are ready to retire. The earlier you start, the larger the cash flow you'll create.  Your cash flow acts as passive income while preserving your weal...

Most retail investors only start to invest in the stock market in their 30s or 40s. However, there really are no limits to how young you can start investing in the stock market. The earlier you start, the more time you have at your disposal to compound your money. Likewise, the earlier you start, the more experienced you'll become which will yield you even better results years down the road. ...

In today's roundtable, Kenny reveals how he spotted the opportunity in GameStop before anyone from wall street or main street picked it up, the reasons why he cashed out, and if there is still an opportunity with GameStop due to the short squeeze saga that's ongoing right now.

After starting 2020 at US$7,000 a coin, and slumping to just over US$5,000 in March, the cryptocurrency has been on a roll since mid-December rising to as much as US$40,000 per coin in the first week of 2021. This time around, it's driven mostly by institutional investors instead of retail investors like it was back in 2017. The question is, should you invest in Bitcoin and ride adoption? Is there...

What are the sectors and trends that are growing in Southeast Asia? The idea behind your next multi-bagger stock is to identify companies that can ride the tailwinds of a fast-growing sector. In this episode, we cover 5 growth trends that's shaping the future of Southeast Asia -- and around the world -- over the next 5 years. Unearth a great company in these sectors at the right price, and you're...

The stock market has rallied since the crash in March 2020. The question is, is the market still cheap? Can we still find bargains in today's market? In this episode, we cover 5 different markets and their valuations. As a rule of thumb, the more expensive the market's valuation, the harder it is to find opportunities. The cheaper the market, the easier it is to find one.  

Chinese regulators announced an investigation against Jack Ma’s company over alleged monopolistic practices. Ant Group, was also summoned by the People’s Bank of China, China Banking Regulatory Commission, and China Securities Regulatory Commission, and State Administration of Foreign Exchange, for “supervisory and guidance” talks. This has caused Alibaba's share price to go on a freefall since Oc...

2020 was a turbulent and interesting year for the stock market. We experienced a bear and bull market in the same year. The bear market came fast and furious, and the same can be said about the bull two months later, with the S&P 500 breaking new records.   In short, the pandemic has accelerated the adoption of digital habits and boosted the technology companies behind them.  In...

Airbnb disclosed in its latest  SEC filing that it plans to IPO at a price range of $44 to $50. At the top end of that range, Airbnb would be valued at just over $30 billion.   So what is Airbnb all about? Should we buy into Airbnb with hopes of how the hospitality sector will recover after the COVID-19 pandemic? Is Airbnb a company that's worth looking at?    In this epis...

Pfizer and Moderna announced encouraging results from its COVID-19  vaccine. So what's going to happen to the stock market once the vaccine is distributed across the world? What are some of the companies that will stand to gain from the recovery from the pandemic?    In this episode, we talk about some of the companies that we are personally invested in, as well certain co...

Sea is a Singapore company listed on the New York Stock Exchange (NYSE). Since the start of the year, the share price of Sea Limited has risen by more than 300%, easily making it the best performing Singapore company this year.    In this episode, we talk about the different segments of Sea Limited and how each of the business segments are performing. Last but not least, we als...

Are Singapore office REITs cheap now? REITs have always been one of the best vehicles for dividend investors to grow their income portfolio. However, with the impact of COVID-19, it has affected REITs across the board, from retail to hospitality to office.   In addition, with the work-from-home policy now being widely adopted, will offices become irrelevant in the near future?   In...

Chinese fintech and payments giant Ant Group is going to IPO in October.  It aims to raise up to US$35 billion in Hong Kong and Shanghai at a US$200 billion valuation or higher. In 2018, it raised US$14 billion in the biggest-ever single fundraising by a private company at a US$150  billion valuation.   So what is Ant Group all about? Should we buy into the hype surrounding Ant...

Can Singapore retail REITs survive a post-covid world? Are retail REITs still a viable investment to look at today? What about the impact of e-commerce on retail REITs?   In this episode, we talk about the impact of COVID-19 on the retail industry and how it will possibly impact Singapore's retail REITs moving forward.

Singapore Airlines is widely known as one of the best airlines in the industry. However, being in the aviation industry means that competition is tough and they have to juggle with the volatility of oil prices.   COVID-19 has since changed the aviation and travel landscape, and SIA has been struggling to keep up with the cost of operating its business. The question is: Is...

U.S. authorities released a statement that Chinese firms and other countries who fail U.S. accounting standards would be delisted by the end of 2021. As of Sep  2020, a total of 245 Chinese companies are listed in the U.S. with a market capitalization of US$1.8 trillion. So what happens if Chinese firms were to be delisted from the U.S.? What should you as an investor be wary a...

There are 3 big banks in Singapore, namely DBS, OCBC and UOB. All 3 of them are dividend aristocrats and pay consistent dividends over the years. Because of COVID-19, however, the Monetary Authority of Singapore (MAS) has called on the 3 banks in Singapore to cap their total dividends per share (DPS) for FY2020 at 60% of FY2019’s DPS.   Are the banks in Singapore still attractive to look...

The U.S. stock market is up 46% since March. Some companies like Zoom and Tesla have seen their share prices soar to record levels while others are still underwater compared to where they were at the start of 2020.   With the U.S. unemployment rate at 11.1%, and with COVID-19 still hanging around, has the market truly recovered or are we looking at a potential bubble forming right n...