My stocks holdings are mainly vested using my CPF account. My $200k worth of stock picks are narrowly focused in consumer F&B stock:-
1. QAF. (35%)
I have held on to this stock for more than 5 years. It offers good dividend yields and potential growth driver wil come when it's china operation turn positive.
2. Sino Grandness (65%)
I bought into this stock 3 to 4 years back. Last year was a roller coaster ride but I still believe in its simple business model and of course the potential China Consumption story. Recently, I have added more shares when the price tanked and am looking forward to its maiden dividend in 2015.
For guidance, I have the luxury of time to be vested in these stocks as my cost is almost nil (due to past gain) and timeline for withdrawal of funds is at least 10 years away.
GEO wrote:
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)
--> CNMC caught my eye. Profitable gold miner but the market doesn't give a damn & share price is stuck at 27-28. How like that?
ComfortDelgro was truly on my wishlist. I planned to wait till 2nd half of 2015, nearer to release of some concrete announcement of sale of assets to govt. Sorry to see the share price has shot up from 2.60 to 3.03 liao in just 1 month! CDG stayed hentak kaki 2.50-2.60 in July-Dec 2014!
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