My actions over the past 9 months (September 2015 to June 2016)

Sold Kingsmen because of continuous challenge faced in business.
Sold M1 for challenges faced and my uncertainty about Telco business.
Sold CDW as I am unsure of its dividend sustainability.

Sold Design Studio to raise fund for other ideas.

Sold The Hour Glass to raise fund for other ideas.

Sold Croesus REIT to increase stake in other REIT.

Reduced ST Engineering for other ideas.
So what are the other ideas?

Bought Straco, a company that handle tourist attraction for its excellent growth over the past 10 years. It acquired Singapore Flyer in end 2014. More about Straco in the next post.

Bought Best World, a direct sale company for beauty products. I sold it in 2013 due to poor performances in various markets. Bought for its improved and positive business in Taiwan and China for 2015. 

Bought SGX for its stable dividend due to its strong cash position and ability to generate free cash flow.

Bought Raffles Medical for its growth story and my personal belief that healthcare segment will continue to grow.

Bought Vicom for similar reason though unsure how the increase in de-registration of cars fog next 2 to 3 years will affect the business.

Bought a small stake in Valuetronics after reading about it in Nextinsight Forum. 

Bought CDL Hospitality REIT. Believe that the price offered good value for its underlying assets and it will turn around in the next few years.

Increase stake in Food Empire as it expands its business beyond Russia n Ukraine. Also, it is going into coffee capsule production and through joint venture acquired a stake in Korea coffee chain Caffebene.

Increase stake in Parkway REIT due to personal believe in healthcare segment and its strong growth over the past 10 years.