My Stock Picks for 2015

More
9 years 10 months ago #21585 by lotustpsll
Recorded a return of 28% for 2014 for my share investment portfolio. It was a tough year and I am obviously pleased with the outcome.
REIT stocks should continue to do well, however, we must remain selective. My preferred sector remains healthcare (long term secular play).

These are my 10 stock picks for 2015.

First Reit
Religare
Keppel DC Reit
CRCT
Sunlight Reit (listed in HKSE)
Straco
Innovalues
Q & M Dental
ISEC
Riverstone

Each has its own investing thesis. A mix of yield and growth picks.

Please Log in or Create an account to join the conversation.

More
9 years 10 months ago #21589 by Rich
Replied by Rich on topic My Stock Picks for 2015
You must be a seasoned investor to hit 28? return. How many years have you been in the market? And do you mind saying what the size of your portfolio is? (cos a large portfolio of, say, more than $250,000 can be a challenge to make a return of 28% a year while a $50,000 portf can be more easy to achieve a large % gain). Just my 2 c worth

Please Log in or Create an account to join the conversation.

More
9 years 10 months ago #21590 by lotustpsll
Replied by lotustpsll on topic My Stock Picks for 2015
Significantly more than 250k. Have been actively in this for 8 years.

Well, my personal target is to achieve a CAGR of 12% return and I have done that.

Please Log in or Create an account to join the conversation.

More
9 years 10 months ago #21593 by lotustpsll
Replied by lotustpsll on topic My Stock Picks for 2015
Healthcare sector is firming. Watch out for Q&M and ISEC - both have regional expansion plans.

Religare and First Reit will expand footprint in its portfolio of hospitals and to maintain growth in India and Indonesia respectively.

The push to raise sales for healthcare segment will be key strategy for Riverstone.

I am bullish that this sector will outperform in 2015.

Please Log in or Create an account to join the conversation.

More
9 years 10 months ago - 9 years 10 months ago #21594 by GEO
Replied by GEO on topic My Stock Picks for 2015
My last year micro pennies stocks picks did not perform well.
1) singhaiyi
2) acma
3) jep

singhaiyi started share buyback recently. US is recovering therefore shd benefit singhaiyi.

jep met with production issue and have since rectified it and clearing production backlog.

acma probably associated to russia.

so what micro pennies picks for 2015? I guess it hard to pick now with some dark clouds over micro pennies in mainboard under minimium trading price.

Probably need to monitor if these micro pennies switch from mainboard to catalyst so as to avoid share consolidation from the minimium trading price.

The reduce in lot size will not help improved much liquity without reducing commission significantly hand in hand.

Few counters I see potential in:
1) qt vascular (products approval will furthur drive revenue and profit)
2) cnmc (company giving final and sp dividend, depends if company acquire another gold mine for next growth)
3) giken (the remaining assets resources not valued yet but depend on oil price coming near to negotiation)
4) yoma (probably need wait for few years for kfc and landmark to bring in results, short term is myanmar election)
Last edit: 9 years 10 months ago by GEO.

Please Log in or Create an account to join the conversation.

More
9 years 10 months ago - 9 years 9 months ago #21604 by BNN
Replied by BNN on topic My Stock Picks for 2015
lotustpsll, your return in 2014 beat the funds listed below:

YTD Performance / Cash Levels (as at Dec 2014)

Aggregate Asset Mgt +11.4% / low, actively deploying cash
DCG Asia +10.3% / 10-15%, rebalancing


Lumiere (Class A) - 2.4% / 30-35%, scaled back
DMG Model Portfolio -13.3% / 1% ie. Terence Wong’s Small-Cap Portfolio

iCap Global (SGD) - 8.4% / ~70% scaled back significantly
iCap Global (USD) -12.2% ie. Tan Teng Boo’s fund
Last edit: 9 years 9 months ago by BNN.

Please Log in or Create an account to join the conversation.

Time to create page: 0.221 seconds
Powered by Kunena Forum
 

We have 2401 guests and no members online

rss_2 NextInsight - Latest News