7 Blue Chip REITs, Current Headwinds, and My Thoughts

Singapore-listed REITs (or S-REITS for short) have been sold down in recent months mainly due to fears of interest rate hikes impacting the sustainability of distribution payouts, and also for their lack of acquisitions (due to higher funding costs and current economic headwinds) potentially hurting revenue growth. In today’s post, you’ll find the 7 REITs in Singapore’s blue-chip Straits Times Index (STI), their current distribution yield (based on payouts in the latest financial year), along with my thoughts about the current headwinds facing the REITs…

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Is it Time to ‘Run Road’?

The latest Fed interest rate announcement (in late-September 2022), along with its insistence on its hawkish stance have sent markets tumbling lower – with everything that’s going on right now, its little wonder why many are feeling jittery and have made the decision to sell off all their equities (and in so doing, suffer from huge capital losses.) Question, is this the right thing to do? In this post, you’ll find my analysis about the current situation, outlook in the months ahead, along with what I’d be doing both as a long-term investor, as well as a short-term swing trader…

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46 US-Listed Companies in my Watchlist Trading at a ‘Discount’ Currently

Events this year (such as Russia’s invasion of Ukraine, deteriorating geopolitical tensions between China and US, sky-high inflation levels and subsequently, hawkish interest rate hikes by Fed) have sent markets tumbling from their highs recorded last year – at the time of writing, 46 US-listed companies in my watchlist are currently trading at ‘discounted’ prices. So, for those who are looking for ‘discounted’ US companies to invest your money, you can start by studying these companies…

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General Mills vs. Kellogg Company – Which is a Better Buy?

Following my share of historical performances of the 2 fast moving consumer goods companies (in General Mills, which is the producer of Haagan-Daz ice-cream, and Kellogg Company, which is the producer of Pringles potato chips) in my previous posts, I have received questions from my readers asking me if they had to choose 1 out of the 2, which one will it be. With that in mind, I’ve decided to do a comparison post to put their historical performances side-by-side to find out which is a better performer. On top of that, you’ll also learn which is the ‘cheaper’ of the 2 companies currently (based on their current valuations…)

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How are the Indexes of Singapore, Hong Kong, and United States Likely to Move in the Near-term?

Recently, I have received quite a number of messages from my readers asking for my views about how the Straits Times Index (of Singapore), Hang Seng Index (of Hong Kong), as well as the S&P 500 Index, Dow Jones Composite Index, and NASDAQ Index (of the United States) could possibly move in the near-term. As such, in this post, you’ll read about my views (based on my technical analysis) about how these indexes could potentially move in the near-term (both bullish as well as bearish), along with how you could potentially win for yourself up to S$5,000 worth of prizes by sharing your thoughts about how these indexes might possibly move in the near-term…

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Kellogg Company (NYSE:K) – Is the Company Worthy of a Place in Your Investment Portfolio?

Kellogg Company (NYSE:K) is in the business of manufacturing and marketing food products (some of the company’s products you can find in Singapore include Kellogg’s cereals, and Pringles potato chips.) In this post, I attempt to answer the question on whether or not the company is worthy of a place in your investment portfolio by looking at its historical financial performance, debt profile, and dividend payout over the last 7 financial years, as well as whether or not the company’s current traded price is considered to be ‘cheap’ or ‘expensive’…

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What You Need to Know about General Mills Inc. (NYSE:GIS)

General Mills (NYSE:GIS) is one of the leading global manufacturer and marketer of branded consumer goods (some of the product names you can find in the Singapore supermarket shelves include Betty Crocker, Cheerios, Haagen-Dazs, Nature Valley, and Old El Paso.) In this post, you’ll find my analysis about the company, such as its financial performance, debt profile, and dividend payout over the last 8-years (between FY2014/15 and FY2021/22), along with whether or not the company is considered ‘cheap’ or ‘expensive’ at this point in time…

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Alphabet Inc. vs. Microsoft Corporation – Which is a Better Buy?

Alphabet Inc (NASDAQ:GOOGL), as well as Microsoft Corporation (NASDAQ:MSFT) are 2 of the biggest tech companies listed in the NASDAQ stock exchange we are no strangers to. Both in my personal opinion are very good companies to be had in one’s portfolio. However, if you only like to invest in only one of them, which one will it be? In this post, you’ll find both companies’ performances (in terms of its financial and cash flow performance, as well as its dividend payout) over a 5-year period, along with their current valuations (based on their current traded price) to find out which is the ‘cheaper’ among the 2…

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EC World REIT’s Q2 & 1H FY2022 Results – My Review

EC World REIT (SGX:BWCU), a China-based e-commerce and port logistics REIT with 8 properties in its portfolio at the time of writing, have released its results for the second quarter, as well as for the first half of the financial year ended 30 June 2022 after market hours yesterday (11 August 2022.) In this post, you’ll read about my review of the REIT’s latest set of financial results, portfolio occupancy and debt profile, as well as its distribution payout declared for the period under review…

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Which Singapore-Listed Bank Had the Best Set of Result for the Second Quarter and First Half of 2022

Now that the 3 Singapore-listed banks (in DBS, UOB, and OCBC) have released their results, I will be putting their results side-by-side to find out which bank had the most resilient set of financial results (both year-on-year – 1H FY2021 vs. 1H FY2022, as well as quarter-on-quarter – Q2 FY2021 vs. Q2 FY2022), financial ratios (reported for the current quarter under review against the previous quarter 3 months ago – Q1 FY2022 vs. Q2 FY2022), along with which bank is currently the ‘cheapest’ (based on their current valuation…)

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