First post: Overview

Currently: 35% of complete portfolio in shares. 65% in cash (in banks)
Target: 33% in shares, 33% in cash/currency, 33% in government bonds (7+% yield)

Attributes of shares (not in order of importance)
1) Profit margin (net profit/ revenue)
2) Annual earnings per share (increasing annually unless external reasons like oil prices rising for oil companies)
   -Annual profit (increasing)
   -Outstanding shares issued (unchanged) - if increasing = undesirable, since it means annual earnings per share will be reduced.
3) Assets vs liabilities (borrowings/debt most important to see if company will survive in hard times)
4) Cash flow in (if from profits or from borrowings/selling properties) - the latter is undesirable
5) New management/ policy/ products
6) Management abilities (check administrative expenses; if they are low/high compared with similar companies. check announcements, if the directors say the truth)

Watchlist
- SARIN TECHNOLOGIES LTD
- THE HOUR GLASS LIMITED
- SUPER GROUP LTD.
- RAFFLES MEDICAL GROUP LTD
- TECHNICS OIL & GAS LIMITED
- SAKARI RESOURCES LIMITED
- HAW PAR CORP LTD
- COMFORTDELGRO CORPORATION LTD
- VENTURE CORPORATION LIMITED
- HI-P INTERNATIONAL LIMITED
- CWT LIMITED
- SINGAPORE AIRLINES LTD

Watchlist for recession times
- VICOM LTD
- ORCHARD PARADE HOLDINGS LTD