Fifth post: SARIN TECHNOLOGIES LTD

SARIN TECHNOLOGIES LTD

Cons
Luxury goods are usually the first to be affected in times of economic stress

Pros
Despite the recent problems surrounding China, USA and Europe, Sarin has managed to remain steady
Possibly one of the strongest balance sheets in SGX with low number of shares

Look out for
Multiple breakthroughs in share price since June

Fourth post: SUPER GROUP LTD.

SUPER GROUP LTD.

Cons

Market heavily dominated by leader Nescafe

Pros

SuperGroup has expanded aggressively and looks to have a great future

Board manages to keep number of shares steady resulting in continuous rise in share price

My portfolio

Bought at .68, current price 2.17

Original plans

To sell after 2nd dividend collection in 2012

New plans

Hold; SuperGroup shows no signs of slowing its growth

2Q12 report might possibly help me with my plans for this company

Third post: COMFORTDELGRO CORPORATION LTD

COMFORTDELGRO CORPORATION LTD

Cons
Price regulated heavily, unlikely to show any large profits

Pros
Price fluctuates consistently between about 1.4 to 1.6 (although it shows signs of a breakthrough (due to new assets in buses)currently at 1.62, meaning I have missed the boat this time round).

Possible price check estimation
Buy at 1.4
Sell at 1.6

Second post: SAKARI RESOURCES LIMITED

SAKARI RESOURCES LIMITED

Cons
High borrowings (refrain from investing too much)
Profit dropping since March reflected by share price dropping since March due to reduced demand from China & coal prices
High number of issued shares due to reverse takeover

Pros
Shares remaining constant in number now = high number doesn't really matter
Company is managing to produce a profit due to careful management of finances even in hard times
High dividends

Look out for
Multiple breakthroughs in share prices since June, possibly due to improvements in the China economy or adjustments in the coal/oil/natural gas market.

Possible price check estimation
Buy at 1.4-1.5
Sell at 2.5-3

EDIT: Cancel this watchlist item. Fresh information from remisiers.org has revealed a risk of competition bet. coal and shale gas which could result with a drop in coal prices.

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