Saturday, April 23, 2016

Best World: Buy Low Sell High

To me, the secret of successful investing is simply to buy low and sell high. But how to achieve it is another matter altogether.

Today, I want to share with you my personal experience on how I achieve it in one of my Singapore stocks.

The Central Provident Fund (CPF) Investment Schemes in Singapore allow us an option to invest a certain amount of our Ordinary Account to enhance our retirement nest egg. The CPF board pays its members 2.5% interest per annum for the money in their Ordinary Account. So, if the members have confidence that they can find stocks that can earn them better than 2.5% annually before they intend to use the money for other purposes like property investment, they should invest in those stocks.  


 


My OCBC bank CPFIS quarterly statement showing the stock (BWL) in my account



I bought 97,000 shares of Best World International Limited (BWL) through CPFIS on 16 Dec 2008 at 20.5 cents apiece. I sold all of them at 64.5 cents apiece on Friday, 22 April 2016. This 3-bagger achieved for me a compound annual growth rate (CAGR) of about 20%, taking into account the dividends paid to my CPF account over the years. This, to me, is no mean feat as Warren Buffett has achieved a CAGR of 19.6% in his 40 years of investing journey.

I bought it then because of:

  1. Company had been giving consistent dividend of more than 3%, which was better than CPF’s 2.5%;
  2. Company had been almost debt-free and the bosses bought their own company's shares occasionally;
  3.  Company had the vision and plans to expand the market to cover Thailand, Indonesia, Taiwan, Myanmar and China; and 
  4. The price dropped drastically partly due to the 2008 Global Financial Crisis.




I sold it because of:
1.    The trailing price-earnings ratio is slightly more than14x which, to me, is not attractive anymore and I should be able to find another stock that can give me higher returns than that;
2.    In order to give me a CAGR of 20% investment returns for the next 10 years, BWL has to maintain an earnings per share CAGR of 38% which is a tough call even though I know it may be possible; and
3.    The price came down more than 10% from its peak of 72.5 cents on the same day I sold the stock.



The price of BWL may still go up further after I sold it. What we need to know is that we can never be accurate enough to catch the peak but we have to try to eat the best part of the meat. I may buy BWL back if its price declines to a level that I find it attractive again. Come what may, I will just maintain my discipline to stick to my proven strategies.

 

 So, the two takeaways for today are:
1.    The greatest difference between a stock market and a casino is: You will lose money in the casino if you gamble for a long time as time is always your enemy. You will win money in the stock market if you buy a good stock or an index Exchange Traded Fund (ETF) and keep it for a long time as time is always your friend in the stock markets.
2.    The reason to sell a good quality stock must only be that you can find a better stock elsewhere or that the stock has not been attractively priced by the market.

Superphang

http://superphang.blogspot.sg




1 comment:

  1. Recording the success in Cryptocurrency, Bitcoin is not just buying and holding till when bitcoin sky-rocks, this has been longed abolished by intelligent traders ,mostly now that bitcoin bull is still controlling the market after successfully defended the $60,000 support level once again and this is likely to trigger a possible move towards $90,000 resistance area However , it's is best advice you find a working strategy by hub/daily signals that works well in other to accumulate and grow a very strong portfolio ahead. I have been trading with Mr Bernie Doran daily signals and strategy, on his platform, and his guidance makes trading less stressful and more profit despite the recent fluctuations. I was able to recover my funds and easily increase my portfolio in just 3weeks of trading with his daily signals, growing my $3500 to $65,000. Mr Bernie’s daily signals are very accurate and yields a great positive return on investment. I really enjoy trading with him and I'm still trading with him, He is available to give assistance to anyone who love crypto trading and beginners on the trade market , he can also help you recover/retrieve lost or stolen cryptocurrencies, you contact him on WhatsApp : + 1424(285)-0682 , Gmail : BERNIEDORANSIGNALS@GMAIL.COM for inquiries , Crypto is taking over the world














    The price of BWL may still go up further after I sold it. What we need to know is that we can never be accurate enough to catch the peak but we have to try to eat the best part of the meat. I may buy BWL back if its price declines to a level that I find it attractive again. Come what may, I will just maintain my discipline to stick to my proven strategies.

    So, the two takeaways for today are:
    1. The greatest difference between a stock market and a casino is: You will lose money in the casino if you gamble for a long time as time is always your enemy. You will win money in the stock market if you buy a good stock or an index Exchange Traded Fund (ETF) and keep it for a long time as time is always your friend in the stock markets.
    2. The reason to sell a good quality stock must only be that you can find a better stock elsewhere or that the stock has not been attractively priced by the market

    ReplyDelete