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Is Gilead Science A Good Buy At Its 52-Weeks Low?

Hi Investors, SUMMARY Gilead Sciences misses earnings estimates for 2 consecutive quarters. Breaking the long term growth trend Market sentiments in play on expectation that Gilead will eventually lose its dominance in Hepatitis C market. There is potential in the company as it still holds a high value patent portfolio (USD30 billion) and eight Phase III assets in the pipelines. Still generating a lot of cash with USD24 billion cash, …

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Is CNOOC LIMITED a Value Stock Now?

Do you want to partner the Chinese Government in the Oil and Gas Business in China? CNOOC Limited, the largest offshore drilling company in China, is majority-owned by China National Offshore Oil Corporation. The company is a member of the country’s government-controlled oil oligopoly along with PetroChina (owned by China National Petroleum Corporation – CNPC) and Sinopec(officially, China Petroleum and Chemical Corporation). Here is the plus point! CNOOC receives, at no cost, …

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Black Swans, Ugly Ducklings, Golden Geese

Hi Friends, Cayden has shared regarding Black Swan and Value Investing in the last post. (Click Here to Read). Allow me to share my perspective especially with regard to the application portion. Most seasoned investors know that crisis is the time where most profits are made because wealth is not loss during that time, it merely changed hands. This is the case for stocks, real estate or almost any asset …

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The Art of Stock Arbitrage – OCBC and Wing Hang bank

Dear friends, Today, I would like to share an investment move  known as an Arbitrage. This is an investment method used by value investors who sees a short term opportunity in price difference of a value stock. Such case happens typically when there is merger and acquisition. Personally, I have read a bit about such method but it was only until recently when I managed to seize a decent opportunity …

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Investing in MLM Companies in Crisis? Let’s discuss.

Recently, another Multi Level Marketing (MLM) Company is under attack. This time it is Nu Skin Enterprises Ticker Symbol (NUS). This lawsuit against Nuskin has also caused the stock prices of other MLM companies to fall. Stocks like USNA, HLF and AVP has been affected. In this post, I want share a bit on the legality on the MLM companies as there are arguments on whether MLM is actually even …

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Case Study on Finisar Corporation (FNSR)

The Business: FNSR supply optical subsystems and components that allow point-to-point communications on fibre optic cables. These components make their way into their customers’ integrated systems which are used for fibre optics-based data communication and telecommunication networks. Their product range consists of transmitters, receivers, transceivers, transponders and active optical cables to support a multitude of data transmission protocols. While their functions and applications may vary, they involve the conversion of …

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Case Study on Sarin Technologies Limited

Overview of the Business Sarin was established in 1988 and is headquartered in Israel. It is the market leader in the development and manufacturing of advanced planning, evaluation, and measurement systems for diamond grading and gemstone production. Sarin is endorsed by  gemological labs, diamond-appraisal businesses and leading manufacturers the world over. Sarin’s products include rough diamond inclusion scanning and planning optimisation systems, gemology tools such as diamond cut, colour and …

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Case Study on Dukang Distillers Holdings Limited

Overview Dukang Distillers Holdings Limited is an investment holding company which engages in the manufacturing and selling of baijiu products in the People’s Republic of China. Baijiu is a Chinese distilled alcoholic beverage which literally means “white liquor,” “white alcohol” or “white spirit.” It is generally about 40-60% alcohol by volume. Baijiu is normally distilled from sorghum, wheat, barley and millet. It is served in shot glasses similar to the …

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Case Study on Eratat Lifestyle Limited

Overview Eratat is one of the most established brands in casual footwear apparel in the People’s Republic of China (PRC). Eratat is mainly engaged in the design, manufacture and distribution of lifestyle fashion footwear, and the design and distribution of lifestyle fashion apparel under its well-established eponymous brand name, “ERATAT”. Its products are sold across China in specialty stores or shop-in-shops through its distributors. In 2008, it sponsored the Beijing …

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Analysis of Singapore Company – Vicom

Hi Friends, I have been sharing on how we should buy great businesses. And recently, I shared a case study on a Singapore Company – Vicom Ltd. I would just like to share the video that was video-ed by Great Investor TV, Manual of Ideas, organizer of Emerging Value Summit 2013.     In the video below, i share on what are the areas i look at in a business …

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