Free polls from
Should we set a cap on bankers' salaries to prevent future crisis?
Yes! Get the bastards! No! They deserve every penny!   

Sunday, September 05, 2010

A post from a long-lost blogger 57 comments

I received another of my Google Adsense cheques just recently, and was frankly quite surprised to get it because I haven't been posting for more than siz months. To be sure, I haven't been active for probably more than 2 years with my hotstocknot picks, as my last few postings were more rants on than anything else.

But this shows the quality of my blog, and I'm speaking in all frankness without bragging. The fact that people continue to come back to read my postings on various stocks several years back --- and why they should NOT buy it then --- speaks for itself. And I am pretty sure more than 90% of the hotstocknot picks have turned out to be right, based on today's prices as well as how fundamentals for the businesses have turned out. Just look at Raffles Education --- a darling when I first posted, and now a reject and a pariah stock. Or look at Lian Beng --- a construction stock which was ramped up to 60-70 cents during the heydays of the construction industry. Or how about Advanced, Autron, Biotreat, China Sun, China Petrotech, Cosco, Ellipsiz, Enviro-hub, Federal, Global Voice, Jiutian, Luzhou, Pine Agritech, Sino-Environment, Sky China, Sun East, Unifiber, Yellow Pages? All these are unmitigated "successes" of my hotstocksnot picks. My blog would, in all certainty, have been a short-seller's treasure trove.

Today since I have some time, I would just like to highlight some of the sectors in the Singapore market I'm optimistic and pessimistic about on the basis of fundamentals and general valuation, but it's up to the individual investor to decide for himself what individual stocks he would pick for the sector. Here goes:

Good sectors
- Commodities - All, especially agriculture
- Healthcare - look for niche and don't forget valuation
- Domestic consumption - check out Hong Kong market, don't forget Guangzhou Asian Games coming
- Tourism and retail - the "remaking of Singapore"
- High-end property
- Semiconductor components manufacturing and distribution
- Infrastructure builders - be selective, but many have dropped big-time already, so valuation is good

Bad sectors
- Telcos - Next generation broadband will be bad for all
- Shipbuilding - the good days are gone; come back 10 years later
- Offshore oil & gas - I give you a site: ODS Petrodata, check out the utilisation rates and charter rates for rigs and you'll be scared
- Container shipping - 40-year globalisation trend is weakening
- Construction - told you need to be selective; be careful of those dependent on building residential/commercial/Singapore-centric
- Mass market property
- Hard disk drive component suppliers

If you find a stock that is not talked about, with metrics that haven't declined too much during the crisis of 2008, and which has rebounded smartly since then, and valuation still at single-digit PE or below book, and not in any of the "hot" sectors currently, then go for it. The market is currently still in a re-rating phase and will pick new stocks to re-rate week after week. Money from a new carry trade based on the US$, plus huge capital exiting China under a loosening RMB regime with China promoting internationalisation of the RMB, all point to a magnificent bull market going forward.

That's why there isn't much point for hotstocksnot picks now, or indeed over the last 2 years!




Blogger Jonha Ducayag Revesencio said...

Congratulations on the cash out! I see that you have successfully just built a passive income generating scheme for yourself. You have an extensive resource of investing tips that's why people keep on coming back to your blog so no wonder about getting Adsense checks from time to time!

9/09/2010 8:22 AM  
Anonymous referencement said...

you blog is very interesting Agence de Referencement

9/23/2010 11:33 PM  
Anonymous Jerry said...

I have been following your blog for singapore stock market related information and I just want to tell you what a great blog you are having over here. You deserve that adsense cheque anytime. I hope you continue posting. Do you think the STI is poised for further upside?>

9/26/2010 11:40 PM  
Anonymous Anonymous said...

if you want to be rich and famous click on le forex en ligne

10/05/2010 9:43 PM  
Blogger Steveo said...

The middle chart is GLD/SLV. You can see this is an excellent indicator, when this ratio is at a bottom, the market usually tanks, within 3 to 5 days, but sometimes immediately. The trick is figuring out when the bottom is.

This top chart is SPY/VIX I plotted it just to see if any interesting effects came up....none really

The Bottom chart is SPX, the S&P 500, follow each purple line from the GLD/SLV bottoms. Amazing methinks. The two highlighted candle patterns are similar, the first one started the Head of the infamous 2009 Head and Shoulders Bear trap. The second one is NOW.

And finally, a boatload of other charts for your free consumption.

Like this stuff? Sign up as a follower and then follow on your Google reader.

10/11/2010 5:30 AM  
Blogger Lucky Tan said...

With the stock market roaring due to QE2, why do you need to AdSense cheques?

Wasn't your blog a labor of love? What happened why stop for 6 month?

...anyway over the years the thing I learn about the stock market : it is not how much profits you make during the bull market but how much you manage to keep when the bad times come that matters.

11/08/2010 6:55 AM  
Blogger DanielXX said...

Simple answer: I got lazy.

plus, not much point since market was in doldrums so difficult to find overvalued stocks.

maybe I should start again sometime in near future. but i think i've covered almost a hundred hotstocksnot stocks, so will have to look around to write on others that I haven't touched before.

11/08/2010 9:55 PM  
Blogger Steveo said...

Stock can be hot, then they are is not a static thing.

11/08/2010 11:09 PM  
Anonymous lousyinvestor said...

LifeBrandz was on the top 20 Volume so I was curious what it was and why it is now 1 cent. I goggled it and it brought me to your site. Looks like you predicted correctly in 2007. Impressive.

Thanks, you look like you are extremely successful at what you do.

11/15/2010 5:43 PM  
Anonymous bonus casino said...

Your blog really helps for my search in Adsense and i really like it.

12/17/2010 7:12 PM  
Blogger finance said...

This really is the very best post I understand as of these days.Exactly where did you got every one of the data from? That is very useful and really education. I will remain awhile in right here. Worth reading each wordsf
Financial Planning

5/30/2011 2:16 PM  
Anonymous BullionMCX said...

Dear Blog owner Thanks so much for this.! Your blog as usual was educational, I have had to bookmark your Blog and subscribe to your feed in i feed. Your content is awesome and theme looks lovely. It my pleasure that you visit my site MCX Tips MCX Gold Tips MCX Silver Tips

Thanks and Best Regards


9/27/2011 6:16 PM  
Anonymous penny stocks said...

I have a web site where I give investment advise on penny stocks and stocks under five dollars. If theirs anyone interested in these type of stocks you can check out my web site by just clicking my name. I would like to comment about penny stocks what most investors fail to realize about so called penny stocks is that stocks trading under 1 dollar are really not worth messing with the real bargains are stocks trading between 1 dollar and 5 dollars a share. I recenly sold my shares in vonage holdings corporation for 5 dollars. I bought the shares in 2009 for 37 cents. this was a rare exception to the general rule most of the stocks trading under 1 dollar are not good investments. the way that you find low priced stocks that are worthy investments is to have as much knowledge and experience as possible about these type of securities. only than can you profit tremendously from these stocks.

9/29/2011 8:54 AM  
Anonymous rencontres said...

Congratulations :)

10/18/2011 12:55 AM  
Anonymous Contrarian Investing said...

Well done on the Adsense ;)

10/29/2011 3:36 AM  
Blogger Fse Listings said...

This post is really nice and informative. The explanation given is really comprehensive and informative. I am feeling happy to comment on this post.

FSE Listings

11/07/2011 12:57 PM  
Anonymous penny stocks said...

Small-cap stocks were the winners last year, advancing 25.28%, which was not a big surprise, as small companies generally perform better as the economy recovers from a recession.
penny stocks

11/28/2011 8:39 PM  
Blogger Tech Gain said...

Great Article its very informative for users

Software Outsourcing Company

3/01/2012 6:10 PM  
Anonymous jeu d'argent gratuit said...

COngratulations, it's good :)

4/10/2012 5:33 PM  
Anonymous simulation credit said...

I like your blog! Thanks! And congratulation!

6/12/2012 1:58 AM  
Anonymous jeu de voiture said...

Congratulation! Thanks for this blog!

6/15/2012 4:02 AM  
Anonymous bonus casino said...

Très intéréssnant!

6/24/2012 3:46 AM  
Blogger Free Intraday Stock Tips said...

Excellent and inspiring tips I like your post and it really gives an outstanding idea that is very helpful for all the people on web.
It's glad to see good information being convey. Its a very nice written, and I really like this blog. Thank you for sharing this info.

Regards: MCX Tips, NCDEX

7/02/2012 3:25 PM  
Blogger Nishi said...

Magnificent site. Plenty of useful information here. I am sending it to a few friends’ and also sharing in delicious.
free tips

7/09/2012 7:25 PM  
Anonymous casino en ligne said...

Great post! Thanks!

7/11/2012 3:55 PM  
Blogger Free Intraday Stock Tips said...

It's glad to see good information being convey. Its a very nice written, and I really like this blog. Thank you for sharing this info.

Regards: MCX, MCX Tips

7/16/2012 2:57 PM  
Blogger Free Intraday Stock Tips said...

Thank you for sharing this blog. Defined in a excitable manner..

Thanks with regards: MCX Gold Tips

7/19/2012 6:26 PM  
Anonymous stock tips said...

I was very encouraged to find this site. I want to thank you for this special read.
Stock Tips

7/26/2012 5:30 PM  
Blogger Neeru sharma said...

Amazing Stuff!!

Thanks with Regards: MCX Gold Tips

7/30/2012 6:06 PM  
Anonymous devenir riche said...

Very interesting post! Thanks!

8/03/2012 4:19 PM  
Anonymous loterie en ligne said...

Thanks for this post!

8/12/2012 8:16 PM  
Anonymous gagner de l'argent said...

Congrat's! ;-)

8/18/2012 2:14 AM  
Anonymous roulette en ligne said...

Veru interesting! Thanks!

8/23/2012 11:27 PM  
Blogger Stock Tips said...

Nice Post......Keep it up....

8/24/2012 2:52 PM  
Anonymous Anonymous said...

I found it very interesting

8/24/2012 2:53 PM  
Anonymous jeu de casino gratuit said...

Congrat! Thanks for sharing!

9/04/2012 9:28 PM  
Blogger Peter Thompson said...

Very interesting.
farmland investments

9/13/2012 9:11 AM  
Anonymous blackjack said...

Rhnaks for sharing!

9/23/2012 7:32 PM  
Anonymous casino virtuel said...

Verry intresting! Thanks!

9/30/2012 6:40 PM  
Anonymous jeu de casino said...

Great post!

10/01/2012 6:08 PM  
Anonymous Stock Tips said...

Hi my loved one! I want to say that this post is amazing, great written and include almost all vital information. I'd like to peer extra posts like this.

10/04/2012 3:10 PM  
Blogger Free Intraday Stock Tips said...

Glad to hear that you are stable financially. I am sure you will manage to start saving more, and I am eager to read about it on this blog in the future =)

Regards: MCX Share Price, MCX Share Live Price

10/17/2012 5:13 PM  
Anonymous farm land as an investment said...

great news!

11/15/2012 9:58 AM  

This blog has lots of interesting posts on stock investing.

1/02/2013 6:44 AM  
Anonymous FOREX STRIKER REVIEW said...

Let me congratulate you on your cash out! I wondered if you have ever heard Forex striker which I'm using right now the first ever U.S.A.patented that destroys brokers and makes cash everyday. Pls visit my FOREX STRIKER REVIEW and discover how i earned almost $18,000 in less than a month.

1/13/2013 2:52 AM  
Anonymous Joallen said...

This is really good information I have visited this blog to read something fresh and I really admire you efforts in doing so.


5/18/2013 1:02 PM  
Anonymous Website Designers Bangalore said...

I’ve just Simon Pegg know he’s on the list, so you never know you might get a visit.

10/23/2013 7:49 PM  
Blogger Jhon peter said...

I really loved reading your blog. It was very well authored and easy to understand. Moneygram Money Transfer

11/25/2013 5:44 PM  
Anonymous Web Designing Bangalore said...

Your article really build a strong thoughts. Thanks for sharing useful information. Web Designing Company Bangalore

11/25/2013 5:59 PM  
Blogger Joomkb said...

Nice Thinking, I shared with my friends too
Ecommerce Development Bangalore

11/27/2013 4:18 AM  
Blogger alex xavier said...

Congratulations for this nice looking blog. All posts are super...
Cheap Timber Windows

12/03/2013 7:18 PM  
Blogger Martina raj said...

I really like to reading your blog. It was very easy to understand...
Stone Suppliers For Arlington Business Centre

8/11/2014 2:39 PM  
Blogger francy said...

I'm very Happy to see your blog and really enjoyed..
Web Design Company Bangalore
Web Designing Bangalore
Web Designer Bangalore

2/03/2015 2:22 PM  
Anonymous Stock Tips said...

Get free Stock Tips & market tips from the India's most reliable & stock market advisory company Epic Research

4/14/2016 2:34 PM  
Blogger Ram Katariya said...

I love to have stock news and update from this blog, it also gives best Stock tips to trade beneficially.

7/12/2016 5:25 PM  
Blogger Khushboo Gupta said...

Like the way you write article about stocks investment. I am planning to start investing in share market. Can you provide me best stock Share Market Tips service.

10/17/2016 8:29 PM  
Blogger StarIndia Equity Tips said...

Searching a volume in the hot stocks in the market to charge with benefits in the market.

Stock Cash Tips
NCDEX Trading Tips

11/14/2018 8:13 PM  

Post a Comment

<< Home