: Kevin Scully Blog

Kevin's blog

Blog Hot Topics
What's being most talked about around here.

Commented on
06 Mar 10	2010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important (6 Comments)
04 Feb 10	Is this the start of a meaningful correction ???.....a fund manager told me another 10-15% down !!!! (8 Comments)
07 Jan 10	What others are saying ? Thought I would check with "Dr Doom" - Marc Faber, senior management of a large listed property company and a broker (5 Comments)
	Armstrong's analysts' meeting yesterday was encouraging.....keep stock in stock pick list....am also raising my price target (0 Comments)
	Broadway Industrial Group - one of my stock picks has just reported a 219% rise in Q3-2009 e net profit to S$8.66mn (0 Comments)
	China Animal Healthcare delivered a decent set of Q3-2009 results last week.....worth a second look on a six to nine month view (0 Comments)

Hot Topics

Is this the start of a meaningful correction ???.....a fund manager told me another 10-15% down !!!!

2010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important

What others are saying ? Thought I would check with "Dr Doom" - Marc Faber, senior management of a large listed property company and a broker

Kevin's stock picks

Stock	Date
Sing Holdings	3/02/10
Hock Lian Seng	20/01/10
China Animal Healthcare	11/01/10
Aei Corporation Ltd	25/09/09
Innotek Limited	17/08/09

...more

Recent Posts

Innotek analysts' meeting yesterday was positive.....a decent yield, strong balance sheet favours more risk averse investors
Wednesday 10 March

Sing Holdings launches Laurels at S$2850 psf and has already sold 80 of the 229 units
Tuesday 9 March

Email alerts for my Stock Pick updates and changes......dont forget to register for this if you are a paying subscriber
Tuesday 9 March

Recent Comments

Email alerts for my Stock Pick updates and changes......dont forget to register for this if you are a paying subscriber(2)

Sing Holdings - nine units of the Laurels have been taken up by the major shareholder, directors according to SGX filing(1)

Greek debt crisis.....much ado about nothing.....Global stock markets poised to resume uptrend later this year(1)

2010 – expect a year of more modest gains compared to 2009....the easy money is over so stock selection and valuations become more important(6)

BestWorld - an update at the request of HS Lim.....some impressions from the analysts' meeting yesterday(1)

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Kevin's Favourite Websites

Tan Kin Lian's Blog - fomer CEO of NTUC Income

The big picture - Macro perspective on the capital markets

The Finance – collection of personal and investing blogs

The Motely Fool - Finance, investing

The street - US finance with Jim Cramer of CNBC's mad money

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Newspaper clippings

Launch of SNCIR Scheme - 11 Feb 2010
InvestFair'09 - 22-23 Aug 2009
Business Times - China stocks look expensive - 25 Aug 2009

Asian Investment 2009 Conference

Asian Investment 2009 Conference & exhibition 2009

Lim and Tan Seminar Slides Lim and Tan Logo

Videos & Recordings

Opportunity calls - corporate earnings/guidance must support recent price gains for rally to continue
22 June 2009

CNBC Video - Time to switch to defensive laggards as rally looks stretched
06 May 2009

CNBC Video-Markets to give back recent gains, will test the old lows
07 April 2009

Channel News Asia - First Quarter 2009 Singapore market review
31 March 2009