The two order wins announced this month is a game changer for AEM’s second act of…
Author: Robert Thomson
Added more AEM for potential future growth
Following the earlier announcement of order win for its its next-generation Automated Burn-In (ABI) test system…
Took a small punt in Nvidia
Nvidia requires no introduction. It’s one of the hottest stocks, if not the hottest, last year.…
UOB A Sustainable Dividend Machine
I have wanted to attend UOB AGM this Thursday, but an appointment to change my faulty…
Beauty of Growth Investing
Earlier this year, I wrote about the beauty of income investing, which I have been doing…
Sold Sheng Siong (CPF) to buy Micro-Mechanics (CPF) but …… bought AEM (cash) instead
Micro-Mechanics is my worst performer in my portfolio in Q1. It has dropped by a whooping…
Is DBS the better income counter compared to OCBC and UOB?
Recently, there are two articles that compared the performance of UOB to DBS. The first from…
DBS AGM 2024 Brief
I was at Sands Theatre the evening before. No, I did not watch Matilda but I…
2024 Portfolio Q1 Up by 0.8% (featuring Shockwave Medical)
The decision to explore and venture into US market 5 years ago is bearing fruit. Once…
Star Awards 2024 – My Top 10 Counters
It’s Star Awards period again. I would like to share the latest top 10 stocks in…
Added more Frasers Centrepoint Trust and HRnetGroup
With a tranche of T-bill maturing next Tuesday, I decided to use part of it to…
Initiated position in Alphabet and bought back The Trade Desk
After so many years, finally added Alphabet to the portfolio. I also don’t know why I…