Money Management
Yield Watch:Only First REIT and Starhub worth adding on now
Will concentrate my ammo on them. No time to look at stocks. Audit and other projects are farked.
I run a free Singapore Dividend Stock Tracker available for everyone’s perusal. Do follow my Dividend Stock Tracker which is updated nightly here.
Good Article on Unit Trust Hidden Costs
Many investors will not know that like many, i started off with being interested in Unit Trusts, which i still think could be great investments had it not for their deficiencies.
Among them,costs. The main cost we know are expense ratio which is taken as a percentage of total assets which are a aggregation of management [...]
Cerebos Pacific: Dwindling Cash Position
I took a further look when i have the time on Cerebos Pacific this week. Great Stock that consistenly gives 25 cents dividend payout. They have been doing that for the past 4 years. That gives a yield of around 6.5% currently.
Cerebos business is in health products and food products used daily. It is a [...]
Dividend Investing:It matters when you buy the stock
A question alot of folks ask about dividend stock is that they aren’t realy defensive when a bear market comes along as the share price will still go down. It would be more worth while to sell then buy back at cheaper price.
What do i think of this kind of move? I am all supportive [...]
Dividend Growth vs Dividend Yield in the long run
Here is a good post for yield investors. Here Dividend Growth Investor highlights why it is worthwhile to invest in a company with consistent dividend growth rather than one with a terminal dividend yield.
As an individual investor and blogger I do what I preach. I have a dividend portfolio which consists of almost 40 [...]
Yield Watch:Updates on CapitaCommercial, LippoMapletree Retail and Frasers Commercial
I have update the dividend payout for 4 of the REITs that have undergone rights or placement issues. Their yields used to look like in the 20 % plus but with the dilution of the shares they no more look like astounding yielders.
I run a free Singapore Dividend Stock Tracker available for [...]
Singapore Post:Falling Mail Profits may worry
One of the favorite grandfather stock that gives good dividends on a business that is predictable and survives well in recession.
I won’t be doing a full review on this stock but would rather take a look at its nine month operating performance and give an opinion about it.
The key thing for investors looking to invest [...]
OCBC: Starhub Limited
4Q09 results were in line.
StarHub Ltd reported its 4Q09 results last evening, which were mostly in line with our estimates. Revenue was up 2.5% YoY and 2.4% QoQ at S$550.0m (versus our S$546.6m estimate), driven mainly by higher equipment sales. But net profit fell 15.1% YoY and 12.8% QoQ to S$74.3m (versus our S$77.1m estimate);
sharper-than-expected [...]
CIMB:Starhub down graded to underperform 5 Feb ‘09
FY09 results were broadly in line, at 98% and 99% of our forecast and consensus respectively. StarHub declared a final DPS of 5 cts, taking full-year DPS to 19 cts, in line with our forecast.
Key takeaways were:
1) weaker margins;
2) continued pressure in fixed broadband and fixed network services; and
3) a subdued FY10 outlook.
We trim our [...]
Yield Watch:Prices stay strong
for the last 3 days, the yield stocks that i am interested in remains strong. i think many are interested in those stocks that have fallen alot such as KREIT and CapitaCommercial REIT but those that i am interested in such as FIRST REIT, M1 and Singpost have not fallen much.
I run a free Singapore [...]
