Stocks

1. Net-net of Benjamin Graham eg. Poh Kong in 2009

2. Deep value investing in secondary issues (but beware of value traps). eg. KAF before 2014

3. Buying blue chips at bargain at certain market sell down period. eg. 1998, post SARS, 2008/2009

4. Buying growth stocks at reasonable price (GARP). eg. PetDag in 2005

5. Special situations: Arbitrage, M&A, turnarounds, bankruptcy restructuring. e.g. turnarounds HaiO in 2005/6, GCB in 2009, Latexx in 2008, acquisition of MOX

6. Joel Greenblatt magic formula investing: Screen for stocks with high ROIC and high EY


Bonds

High quality bond with good yield sold at below par value.

Low quality (junk) bond with good yield available at severely discounted value. eg. Plus Bonds before being redeemed by the government bailout, RBS bond yielding 8% available at a discount to par.


Cash

Stay with cash if you have nothing better to buy. Your default mode.