The Walt Disney Co

Global stocks

The Walt Disney Co: Streaming business stays in the red but theme parks poised for recovery

Disney has been investing heavily in the direct-to-consumer (DTC) streaming segment, which has yet to turn profitable.

Global stocks

The Walt Disney Co: The Magic Kingdom is still Marvel-lous

The earnings did not inspire much confidence among investors, with a one-year total return of –34.6%.
Netflix plans to offer video games in push beyond films and TV - THE EDGE SINGAPORE

News

Netflix plans to offer video games in push beyond films and TV

The idea is to offer video games on Netflix’s streaming platform within the next year
Adding Disney, Amazon and GM to Global Portfolio - THE EDGE SINGAPORE

Tong's Portfolio

Adding Disney, Amazon and GM to Global Portfolio

After giving consideration to the prevailing market sentiment, we made several switches in the Global Portfolio.

Tong's Portfolio

Liquidity to companies, not capital markets, needed

The sell-off has been fast and furious. There is indiscriminate selling across the board, regardless of quality, likely perpetuated by algorithm trading and exchange-traded funds.

Tong's Portfolio

Why we bought shares of Boeing and building suppliers, and trimmed consumers

(Nov 25): The Global Portfolio did quite well over the past one week, rising 1.8% and outperforming the MSCI World Net Return Index’s 0.3% gain. US stocks continued to inch higher to fresh record highs. The current investing landscape is positive for st

Tong's Portfolio

Adobe is another example that the future favours the subscription model

(July 19): US stocks continue to outperform the rest of the world this year. The Dow Jones Industrial Average, Standard & Poor’s 500 and Nasdaq Composite all hit fresh record highs this month. The three benchmark indices are currently up between 16.7% a

Tong's Portfolio

Global Portfolio outperforms MSCI index and has positive absolute returns

SINGAPORE (May 20): The tide appears to have shifted once again for global stock markets. After fanning hopes of an imminent breakthrough on a trade deal for months, US President Donald Trump escalated tensions with a trademark tweet a couple of weekends

Investing strategies

Why we sell the stocks even if we still like the companies

SINGAPORE (Apr 22): Let me start by wishing our Christian readers a blessed Easter.

I could’ve done better — why I’m sticking to FB and Disney, maybe not GM

SINGAPORE (Jan 29): My Global Portfolio continues to outperform the benchmark MSCI World index over the past one-week, gaining 2.8%. This brings cumulative portfolio returns to 9.8% in the five weeks since inception.
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