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Tuesday, August 09, 2016

Journey as a Full-time Investor - 5 Years On

Dear readers,

How time flies! It had been 5 years since I left my last full-time employment, surviving only on my investment return and some income from this blog via advertisements. It is certainly tough to be unemployed in an expensive city like Singapore, but I did not regret my decision to be a full-time investor. A decision I still stick by to this date.

These 5 years had its difficult days, just like any job. With no CPF contribution, no monthly salary, no medical leave/benefits, no annual leave etc to look forward to every month, it had certainly tested me. However, I am glad that I started investing early and also learn a lot as a part-time investor during my working days, which makes the transition less tough.

For the past 5 years, I have detailed my investment activities every month at this blog. Readers should have an idea on what I had been doing for the past 5 years so I shall not repeat here. Markets had sometimes been quite challenging, but as I have said before, having a process and system in place will serve as a road map for one to navigate through even during those most difficult periods.

I wish to thank all of you out there for your support for this blog. Without your support and encouragement, I would not have come so far. I also wish to thank all those who provided feedback on my investment process and sharing your personal investment experience. I have learn a lot from these sharing so do keep them coming.

Will there be another 5 years as a full-time investor? When I left IT/Engineering, I said - "I didn't leave because it was hard. I left because it was no longer worth it". When I feel that it is still worth it, I will continue this journey. To date, the journey had been worthwhile.

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Sunday, July 31, 2016

My Investment Portfolio (July 2016)

The Swiber fallout and an underwhelming Japan stimulus were reasons for market weakness towards the end of the month. Otherwise, STI ended the month slightly higher than last month at 2868 points. Stocks in the oil and gas sector were badly sold down as investors begin to assess the damage due to exposure to Swiber. Banks were also under pressure given their lending exposure to the sector.

Unfortunately, I have to admit that I have some exposure to Swiber and some stocks in the oil and gas sector, but those were limited and the damage had been well-controlled in my portfolio. None of the 3 local banks were also in my top 30 holdings as I preferred finance companies.

For this month, I have attended the following AGMs/EGMs/briefings - SMRT, Azeus, CapitaLand Commercial Trust, MapleTree Industrial Trust, Pollux, KSH, MYP, Jason Marine, King Wan, TSH, MTQ and Fischer Tech.

For my top 30 holdings, not much changes except a few movements here and there. Tat Seng and First REIT were back into the list mainly due to share price outperformance. First REIT results were in line and DPU continues to increase. Keppel T&T also announced decent results and detailed plans to set up Data Centre funds. SGX did not fare well as they announced flat full-year profits, and the market disappointed with no dividend increase.

I have bought the following companies from the market this month - AV Jennings, Bund Center, Chuan Hup, Ellipsiz, Far East Orchard, Hong Fok, Hong Leong Finance, Hor Kew, iFAST, IP Softcom, Kencana, Koda, LH, LTC Corp, Mandarin Oriental, Matex, Pacific Century, Pollux, S i2i, UIC, Yeo Hiap Seng and YHI. I have also reduced my stake in Noble R.

I have accepted the following voluntary delisting/cash offers this month - Pteris Global and Pacific Healthcare. I have also subscribed to the following rights issues - Noble and Ezion.

Next month will be another reporting season as companies with financial year ending 31 December 2016 will be reporting their half year results. Also, companies with financial year ending 30 June 2016 will be reporting their full-year results. I will be going through some of these results release. I will also do some catch-up readings on some periodicals, books and magazines related to investment.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 29 July 2016)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Metro Holdings
3. Jardine C&C
4. Sarine Technologies
5. Haw Par
6. Bonvests
7. Hong Fok
8. Best World
9. Hotel Grand Central
10. Bukit Sembawang Estates
11. A-REIT
12. Hotel Royal
13. The Hour Glass
14. SGX
15. Keppel T&T 
16. Singapura Finance
17. Old Chang Kee
18. UOL
19. GK Goh
20. ComfortDelgro 
21. Hong Leong Finance
22. Far East Orchard
23. Hotel Properties 
24. CapitaMall Trust
25. Hiap Hoe
26. CapitaLand
27. Sing Investment & Finance
28. Tat Seng
29. Isetan
30. First REIT

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land 
3. Mandarin Oriental  
4. Jardine Matheson
5. Dairy Farm 

Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Thursday, June 30, 2016

My Investment Portfolio (June 2016)

Brexit. The only word to describe market activities for this month. The volatile day to day movements presented opportunities for traders and investors alike. Whether its Brexit correction, post-Brexit rally etc, markets had been irrational at times. As long term investors, we should instead focus on the fundamentals of the companies that we are investing in, rather than being affected by short term market noises. Surprisingly, despite a volatile month, STI ended higher than last month at 2840 points. 

For this month, I have attended the following AGMs/EGMs/briefings - Natural Cool, General Magnetics, Cheung Woh, Transit-Mixed Concrete, Noble Group, Ascendas India Trust and Imperium Crown.

For my top 30 holdings, Best World continues its good run on news that its direct selling license in China had been secured. Isetan returned to the list after announcing that it will be selling its property at 112 Killiney Road. CapitaLand is also back into list after I accumulated the stock this month on share price weakness.

I have bought the following companies from the market this month - Bukit Sembawang Estates, BBR, CapitaLand, Chuan Hup, Hong Fok, iFAST, Kencana, Keppel Corp, Koh Brothers, LTC Corp, Mandarin Oriental, Overseas Education, Pan Hong, S i2i, Sing Holdings, SembCorp Industries, S'pore Shipping, UOL, Wing Tai and Yeo Hiap Seng. No sell trade was done.

I have participated in the following scrip dividend schemes this month - Aspial, AusNet Services, China Everbright, DBS, Maxi-Cash, OCBC, Raffles Medical, Tuan Sing, UIC, United Overseas Australia, UOB Kay Hian and UOL.

I have also accepted the following voluntary delisting/cash offers this month - CM Pacific, NOL and Select Group. My stake in Lantrovision was also being acquired via scheme of arrangement.

Next month will be another AGM season as most companies having financial year ending 31 March 2016 will be holding their AGMs. As usual, I will be attending some of these AGMs to get updates on the performance of these companies. I will also be conserving some cash to participate in Noble Group rights issue.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 June 2016)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Metro Holdings
3. Jardine C&C
4. Bonvests
5. Haw Par
6. Sarine Technologies 
7. Hong Fok
8. Hotel Grand Central
9. A-REIT
10. The Hour Glass
11. SGX
12. Hotel Royal
13. Bukit Sembawang Estates
14. Best World
15. Singapura Finance
16. Keppel T&T
17. GK Goh 
18. Old Chang Kee
19. UOL
20. Hong Leong Finance
21. ComfortDelgro
22. Hiap Hoe
23. Far East Orchard
24. CapitaMall Trust
25. Hotel Properties
26. Sing Investment & Finance
27. Isetan
28. Spindex
29. CapitaLand
30. Stamford Land 

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land 
3. Mandarin Oriental  
4. Jardine Matheson
5. Dairy Farm 

Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Friday, June 03, 2016

Company Warrants Expiring in 2016 - Actions Needed

I need to remind myself all the outstanding company warrants that are expiring in 2016 in my portfolio which I will need to take action. I will update this list accordingly as I go along so that I won't forget about them.

WE HLDGS W160318, Expiry Date: 18 Mar 2016, Exercise price = $0.03, Conversion ratio 1:1 - Warrants expired worthless.
NTEGRATORW160603, Expiry Date: 3 Jun 2016, Exercise price = $ 0.014, Conversion ratio 1:1 - Warrants expired worthless.
ASIATRAV W160715, Expiry Date: 15 Jul 2016, Exercise price = $0.273, Conversion ratio 1:1 - Warrants expired worthless.
ROWSLEY W161003, Expiry Date: 3 Oct 2016, Exercise price = $0.18, Conversion ratio 1:1 - No action taken yet.
TECHOIL&GW161209, Expiry Date: 9 Dec 2016, Exercise price = $0.25, Conversion ratio 1:1 - No action taken yet.

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Tuesday, May 31, 2016

My Investment Portfolio (May 2016)

The rally near the end of the month was halted during the afternoon session of the last trading day of the month. Otherwise, STI had difficulty breaking 2800 points to close the month just short of that level. It had been a quiet trading month with focus mainly on the US interest rate hike. 

For this month, I have attended the following AGMs/EGMs/briefings - Lantrovision, Delfi (formerly known as Petra Foods), Plato Capital, Camsing Healthcare, Weiye and Low Keng Huat.

For my top 30 holdings, Best World is a new entry to the list. The stock had done extremely well mainly due to its high growth potential in Taiwan and China. Companies that reported full-year results this month that had done well include Metro Holdings, Bukit Sembawang Estates, The Hour Glass and Old Chang Kee. Stamford Land though disappointed in their full-year results when they cut their dividend payout and also impairments made in their investment properties.

I have bought the following companies from the market this month - Chuan Hup, Elec and Eltek, FSL Trust, GLP, GP Batteries, Heatec Jietong, Heeton, Hong Kong Land, Hotung, iFAST, IPC Corp, Jadason, Jardine Strategic, Keppel T&T, Koh Brothers, Pacific Century, SembCorp Industries, Singapore Index Fund, Stamford Land, UIC, UOI and Yeo Hiap Seng. No sell trade was done.

I have participated in the following scrip dividend schemes this month - First REIT, Frasers Commercial Trust, Jardine Matheson, Jardine Strategic, Keppel REIT and MapleTree Commercial Trust. I have also converted the following company warrants to shares - SHS Holdings.

Next month will be another quiet month for me. As there had been a cash drag due to the dividend payout from companies in May, I will be looking to re-invest those dividends slowly and prudently back into the market.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 May 2016)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Metro Holdings
3. Bonvests
4. Jardine C&C
5. Haw Par
6. Sarine Technologies 
7. Hong Fok
8. The Hour Glass
9. SGX
10. Hotel Grand Central
11. GK Goh 
12. A-REIT
13. Bukit Sembawang Estates
14. Singapura Finance
15. Hotel Royal
16. Keppel T&T
17. Old Chang Kee
18. Best World 
19. Hong Leong Finance
20. UOL
21. Hiap Hoe 
22. ComfortDelgro
23. Hotel Properties
24. Far East Orchard
25. CapitaMall Trust
26. Sing Investment & Finance
27. Spindex
28. VICOM
29. First REIT
30. Stamford Land 

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land 
3. Mandarin Oriental  
4. Jardine Matheson
5. Dairy Farm 

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Saturday, April 30, 2016

My Investment Portfolio (April 2016)

STI ended the month at around the same level as last month, though it had been weak towards the end of the month. Otherwise, it had been an uneventful month with not much movements in most of the major stocks in the index.

For this month, I have attended the following AGMs/EGMs/briefings - AV Jennings, Biosensors, CEI, CapitaLand Retail China Trust, CapitaLand Mall Trust, CapitaLand Commercial Trust, CapitaLand, SembCorp Industries, Sarine Tech, NOL, UOI, Yeo Hiap Seng, GK Goh, Combine Will, First Sponsor, Hwa Hong, Koh Brothers, KingBoard Copper Foil, TSH and Haw Par.

For my top 30 holdings, Raffles Medical is a new entry to the list. The stock had done well for the past few months and it continued to do so, outperforming the other stocks. Not much changes to the other holdings in the list except for Metro and Shangri-La Asia, which had performed well for the past two months. Metro might be due to expectation of good full-year result to be announced in May and also maybe a special dividend that will be declared. For Shangri-La Asia, it had been sold down badly and the recent upside might be making up for the lost ground.

I have bought the following companies from the market this month - CapitaLand, IPC Corp, Keppel Corp, Koh Brothers, Metro, SembCorp Industries, TSH, UOL and Yeo Hiap Seng. I have also closed my position in MFS Tech.

I have participated in the following scrip dividend scheme this month - Global Investments.

I have also accepted the following voluntary delisting/cash offers this month - China Dairy and OSIM International. My stake in Biosensors was also being acquired via share amalgamation.

Next month will be a quiet month for me. As usual, I will do some catch-up reading on those annual reports that I have missed out in April. I will also be re-investing the dividends to be received in May prudently and slowly back into the market.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 April 2016)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Metro Holdings
3. Jardine C&C
4. Haw Par
5. Bonvests
6. Sarine Technologies 
7. Hong Fok
8. Hotel Grand Central
9. A-REIT
10. Hotel Royal
11. SGX
12. Singapura Finance
13. The Hour Glass
14. GK Goh
15. UOL
16. Bukit Sembawang Estates
17. ComfortDelgro 
18. Hong Leong Finance
19. Far East Orchard
20. Old Chang Kee
21. Keppel T&T
22. Hotel Properties
23. Sing Investment & Finance
24. CapitaMall Trust
25. Hiap Hoe
26. Isetan
27. Stamford Land 
28. VICOM
29. Raffles Medical
30. Spindex

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land 
3. Mandarin Oriental  
4. Jardine Matheson
5. Dairy Farm 

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Thursday, March 31, 2016

My Investment Portfolio (March 2016)

STI ended the month at around 2840 points, regaining much of the lost ground from the loss early this year but still ended the quarter down as compared to the start of the year. Still, it is the best performing month this year after the January market crash. Markets were helped by news that the US Fed would not hike interest rate so soon.

For this month, I have attended the following AGMs/EGMs/briefings - Saizen REIT, Del Monte, 8Telecom, Envictus, Techcomp and Mermaid.

For my top 30 holdings, Spindex is a new entry after it had done well for this month. Shangri-La Asia is also another new name in the HK$ denominated list after I added more to the stock and also due to its decent run-up after announcing their full-year results. Not much changes to the other holdings in the list except for Sarine Technologies, which continued to be volatile in its price movements and moved up a few places this month.

I have bought the following companies from the market this month - Broadway, Combine Will, Elec & Eltek, GLP, Hiap Seng, Hong Kong Land, Hotel Royal, Hwa Hong, Jardine Strategic, Mandarin Oriental, Shangri-La Asia, UIC, UOL and Yeo Hiap Seng. No sell trade was done.

I have participated in the following scrip dividend scheme this month - CapitaLand Retail China Trust. I have also subscribed to the following rights issue - OUE H Trust.

Next month will be a very busy one for me as the hectic AGM season goes into full swing. Most companies with financial year ending 31 December 2015 will be holding their AGMs in April. As usual, I will be attending some of these AGMs to get some updates from those companies and their strategies and business outlook ahead.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 March 2016)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Jardine C&C
3. Metro Holdings
4. Bonvests
5. Sarine Technologies 
6. Haw Par
7. Hong Fok
8. SGX
9. Hotel Grand Central
10. A-REIT 
11. Singapura Finance
12. Hotel Royal
13. The Hour Glass
14. UOL   
15. Hong Leong Finance
16. Old Chang Kee
17. ComfortDelgro 
18. Keppel T&T
19. GK Goh
20. Bukit Sembawang Estates
21. Hotel Properties
22. Isetan
23. Far East Orchard
24. Hiap Hoe
25. Sing Investment & Finance
26. CapitaMall Trust
27. VICOM
28. Spindex
29. Stamford Land
30. CapitaLand

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land 
3. Mandarin Oriental  
4. Jardine Matheson
5. Dairy Farm 

Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Japan Land - In liquidation - Members' voluntary winding up. Final meeting on 14 Apr 2016.
11. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
12. FerroChina - Under Liquidation
13. FirstLink Investments
14. NEL Group
15. Jets Technics
16. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
17. Hongwei Technologies Limited (In Provisional Liquidation)
18. FDS Networks Group
19. Aussino Group - In liquidation - Creditors' voluntary winding up
20. China Oilfield Technology

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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A self-directed investor, looking to invest for retirement needs and bypass all those expensive financial planners/insurance agents. Investing is fun, profitable or most important of all, knowledge gained is useful for the rest of your life!

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