Money Management

ARA Asset Management reveals fees are all REIT managers care about

Donmihaihai wrote a piece here about his opinion on REIT manager ARA Asset Management’s comments on The Edge Magazine about its future prospect:
So after ADF1, there will be ADF2, maybe ADF3, 4, 5678910. As a shareholder, I must be happy lah because more private funds = more incomes = more dividends and higher share price.
Crap!
What [...]


Added 2lots Starhub today

I see no point waiting since the price don’t bloody drop. Still have not fulfill my quota for Starhub.
Will add on if the price every drops to 1.90. If it does not then at least i have accumulate an adequate amount at 7-9% yield.
I run a free Singapore Dividend Stock Tracker available for [...]


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 [...]