Investors of the Roundtable

Meta (Facebook) has fallen once again. From an all-time high of $382 in September 2021, the stock is now trading at just $117 at a P/E ratio of just 9. Can the company turn this around? And will the Metaverse ever become a reality? We discuss the issues hampering Meta right now, its business fundamentals, and whether this is an opportunity to pick up some Meta stock at this depressed valuation.

Singapore Savings Bonds (SSB) are a risk-free option to park your cash and earn a stable interest over 10 years. The SSB pays investors a coupon every six months. So how can you receive a coupon every month instead? At this roundtable, we reveal one simple 'hack' that allows you to be paid every month by SSB, and why the inherent qualities of the SSB fit perfectly with this income hack.

The stock market can be a veritable jungle for investors. And companies or directors can sometimes step out of line that go against listing rules and shareholder interests. How does SGX RegCo handle them when it happens? In this episode, we invite Chew Chin Yee, Managing Director of SGX RegCo, to discuss how SGX RegCo carries out its frontline regulatory functions in order to protect the SGX marke...

The interest rate hike has caused the entire Singapore REIT market to be down 20% year-to-date. With more hikes to come as the Fed aims to taper inflation, will REITs continue to fall? Does this signal an opportunity to buy into REITs for dividend income? Find out in today's roundtable.

With interest rates going up, does it make more sense to invest in bonds or bond ETFs? What are the differences between them, and what the are the things you should consider before investing in either one? In this episode, we invite Kang Wei Chin, ETF Product Manager from SGX to discuss the pros and cons of bonds and bond ETFs, and how retail investors can pick the one that suits their financial g...

Inflight caterer and ground handler SATS (S58) has entered into an agreement to acquire Paris-based air cargo handler, Worldwide Flight Services (WFS), for S$1.9 billion, a move that will propel the SGX-listed company into a global player in the air cargo market. Since the announcement, however, SATS share price has plunged by 21%. Is now the time to buy SATS, one of Singapore's most beloved divid...

Greenwashing is when a company misleads on environmental claims to influence consumers into thinking that its products are environmentally friendly. So how do ESG investors spot a company that's greenwashing? In this special episode, we invite John Lau, Executive Director, and Jonathan Conley, First Vice President, from UOB to share how you can spot greenwashing and other ESG red flags, and avoid...

From 2019 to 1H 2022, the SGX ETF market has doubled in size to over $12 billion, driven by strong interest in REITs and fixed income investments. In this episode, we invite Kang Wei Chin, ETF Product Manager from SGX to discuss how retail investors can construct a diversified portfolio across multiple asset classes including equities, REITs, fixed income, and gold using SGX-listed ETFs.

As of 31 December 2021, the MSCI World ESG Leaders Index has outperformed the broader MSCI World Index over the past 1 and 5 years. So is ESG the future of investing? In this special episode, we invite John Lau, Executive Director, and Jonathan Conley, First Vice President, from UOB to discuss why ESG and sustainable practices will become key for companies, and investors alike in the years to come...

As interest rates continue to rise, where are the best places to park your extra cash in Singapore while you wait for stock market opportunities? Are there cash investments available that offer potentially higher interest rates with very low risk? In this episode, we discuss six easy options to invest your Singapore dollars, and which offers the best in terms of yield, safety, and liquidity.

Investing in your home market is a great way to start investing. However, your home market may not give you the best growth opportunities the world can offer you. At the same time, there important factors to consider before you jump straight to investing in a foreign market. Here are five things you need to consider if you want to protect your downside and be successful investing overseas.

The Singapore Savings Bond (SSB) hit headlines when its interest rate reached 3% recently. However, besides the SSB, the Singapore government also offers other fixed income instruments in the Singapore Government Securities (SGS) bond and treasury bills (T-bills). What's the difference between the SSB, SGS, and T-bill? Should you consider the latter or should you stick to the SSB? We discuss this...

With talk of recession, inflation and rising interest rates, the S&P 500 tanked 23% to a low of 3,666 points in June 2022. However, the market has rebounded 12% over the last three weeks amid news that the U.S. has entered a technical recession (two consecutive quarters of negative growth). Has the market actually bottomed? Why has it rebounded despite the troubling economic news? What should...

In this week's roundtable, we have a special guest, KC Lau, to discuss a company that he is proudly a shareholder of, and one that you might want to shortlist for your investment portfolio. This company is recession-proof and relies on a stream of stable membership income that flows directly to its bottom-line. Find out why we like it so much...

The 10-K annual report is arguably the best place to start your research on U.S. stocks. However, many investors never actually read the annual report even though it contains some of the most comprehensive information you can find on a company. If you've always felt intimidated about reading the annual report due to the hundreds of pages, walls of text, and rows of financial data, then not to worr...

Singapore Savings Bonds (SSB) - Is there a risk-free instrument that offers a high interest with no early redemption penalty? SSBs are fully backed by the Singapore government and you can always get your investment back in full with no capital loss. Perfect for risk averse individuals. So if you are looking for a place to park your extra cash during this high inflationary environment, you may want...

Digital Core REIT was oversubscribed when it went IPO last year. Its share price went as high as $1.20 but has since fallen more than 35% from its peak. This is mainly due to the default of one of its key clients as well as the rise of interest rates.   In this roundtable, we discuss Digital Core REIT's challenges, how it's tackling the current situation, and the risks investors should note i...

Meta, Apple, Microsoft, Amazon and Alphabet (collectively known as MAMAA) are the Big Five of the U.S. tech industry and stock market. However, their stock prices have fallen by 20-50% in this bear market amid rising inflation and interest rates. So is it time to pick up shares of these five tech giants? In this episode, we discuss the current outlook, risks, valuation of each MAMAA stock, and how...

Here at The Fifth Person, we use a 4-step formula to analyse all our stock investments. We call it The Investment Quadrant. Before we invest a single dime in any stock, we always run it through The Investment Quadrant to make sure the company passes all our minimum criteria and benchmarks. This way you know that the companies that do pass the test are the some of the best stock investments around...

Will the stock market crash in 2022? Is a recession coming? Shall I sell now and buy again later when the market has bottomed? Are we actually at the bottom yet? These are all real concerns for many people who invest in the stock market. But the real question is, can we really predict where the market will go? Find out in today's roundtable... as we go on a crystal ball tour to uncover the fate of...

The U.S. stock market has been very volatile for much of 2022. In fact, Morgan Stanley's CEO also cited that there is a 50% chance the U.S. economy will enter a recession. In this episode, we discuss our method in dealing with recessions and beating the bear market.

Should we invest in stocks with negative equity? In today's video, we explore what negative equity is, the pros and cons of negative equity companies, and what exceptions to consider when it comes to investing in companies with negative equity.

Interest rates are set to increase over the next few years. The question is: Is there any correlation between REITs and interest rates? Do rising interest rates really drag down the performance of Singapore REITs? In today's episode, we talk about how interest rates affect REITs and how REITs are going to navigate a rising interest rate environment.

Activision Blizzard stockholders approved Microsoft’s proposal to acquire the gaming company for US$68.7 billion. This all-cash transaction values Activision at US$95 per share. However, the share price of Activision has not moved, staying at around US$77. This could be because investors are worried that the FTC could pull the plug as the deal is still subject to regulatory review. Or just maybe.....

Are you a fan of Starbucks?  Shares of Starbucks (NASDAQ: SBUX) are down 38% since hitting its all-time high last year. With short-term inflationary pressure on commodity prices and China's zero-COVID strategy, the market has punished the coffee-selling powerhouse over the last few months. Is there an opportunity to invest in Starbucks today before the recovery happens?  In today's episo...