BMC Stock Holdings

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

Worries over slow global investment growth overamplified

(Nov 18): Will the slowdown in business investments derail the US economy? This has been one of the biggest worries for investors. Despite resilient GDP growth, many continue to fret over the imminent end of what is now the longest expansionary cycle on r