tag:blogger.com,1999:blog-28021668.post8098372971605017438..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: Boustead – FY 2011 Financial Analysis Part 1Musicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-28021668.post-11318887639844991782011-10-16T20:12:39.597+08:002011-10-16T20:12:39.597+08:00Hi MrKoh,
These numbers are all taken from the re...Hi MrKoh,<br /><br />These numbers are all taken from the results release announcement by Boustead posted on SGXNet.<br /><br />Thanks,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-12086609950207645422011-10-16T02:43:01.707+08:002011-10-16T02:43:01.707+08:00hi could u explain how you arrive at net cash flow...hi could u explain how you arrive at net cash flow from investing and financing activities?durianboyhttps://www.blogger.com/profile/18212090976716157041noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-15926358465613646012011-06-23T01:33:32.697+08:002011-06-23T01:33:32.697+08:00Market Strategist,
I think you're being overl...Market Strategist,<br /><br />I think you're being overly optimistic. As long as Boustead can pay me a very good yield, any capital gains are a bonus.<br /><br />Regards,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-13687886175966791102011-06-22T22:53:28.896+08:002011-06-22T22:53:28.896+08:00Boustead is my favourite stock in Singapore for no...Boustead is my favourite stock in Singapore for now. Hope to see the share price double in 1 year's time.Financial Journalisthttps://www.blogger.com/profile/06490416137194206916noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-91969077042559779302011-06-19T00:24:20.441+08:002011-06-19T00:24:20.441+08:00Hello Phileas,
You're most welcome! I am actu...Hello Phileas,<br /><br />You're most welcome! I am actually also very glad that you stopped by to drop a comment here. Most of the time for company analyses I don't get many comments (sometimes none at all). Previously I did get a lot of comments for my analysis of purchases, but less for actual ongoing analysis for companies I already own!<br /><br />Regards,<br /><br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-2680431792553712572011-06-18T12:02:27.743+08:002011-06-18T12:02:27.743+08:00Hi MusicWhiz,
The growth of revenue and dividends...Hi MusicWhiz,<br /><br />The growth of revenue and dividends over the years is indeed good. This time lybia case could be an opportunity for buyers.<br /><br />I think I will also give this company some analysis when got time.<br /><br />Thanks a lot for the sharing :)Phileas.Windhttps://www.blogger.com/profile/08762611013427209599noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-49177467527654933782011-06-17T23:31:40.155+08:002011-06-17T23:31:40.155+08:00Hi Phileas,
For Boustead, I started off by attend...Hi Phileas,<br /><br />For Boustead, I started off by attending the AGM and assessing FF Wong's style of Management and also his way of managing the business - conservative and with a strong focus on cash flows. This reason, plus the strong Balance Sheet and consistent Free Cash Flows, has made me decide to hold on to Boustead for the long-term. Dividends have also been increasing over the years and the Company has been growing both its top line and bottom line, barring some unfortunate events, of course.<br /><br />I guess I also monitor the Company's business closely to see that it is in line with my investment objectives, so it's a case of buy and monitor.<br /><br />Hope this is useful!<br /><br />Cheers,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-10847763665082586642011-06-17T23:18:42.411+08:002011-06-17T23:18:42.411+08:00Hi MusicWhiz,
Just curious which are the main fact...Hi MusicWhiz,<br />Just curious which are the main factors that make you pick this company and hang on with it? Do you mind share your share selection approachPhileas.Windhttps://www.blogger.com/profile/08762611013427209599noreply@blogger.com