Value Investing
Cache Logistics Trust 2Q 2010 Results:Not bad
Cache released their maiden results today and it didn’t surprise analyst as it was inline with forecasted figures.
Cache Logistics Trust says it achieved a DPU of 1.71 cents for the 2nd quarter from 12 April 2010 to 30 June 2010 (2Q2010).
On an annualized basis, the DPU is 7.81 cents, 1.4% higher than the annualized forecast [...]
$TEF:Telefonica finally agrees to buy Brazil’s Vivo for $9.8 Billion
Disclosure: Drizzt is vested in this stock.
Drizzt:
With this deal, Telefonica paid a premium, but the value of this deal could be higher than the price paid for Vivo. The synergy of Vivo’s mobile communication with Telefonica’s fixed line business to structure a comprehensive product could increase the switch over and increase revenue.
Telefonica SA agreed to [...]
OMFG! Apple Inc is a Cash Generating Monster! $AAPL Analysis
Apple Release a Smashing Third Quarter Result and what is interesting about it is the bloody amount of cashflow it can generate. This goes to show what a great company to invest in.
[Full Results can be viewed here >>]
Profits
Net Income [9mths 2009]: 5.7 bil
Net Income [9mths 2010]: 9.7 bil
Profit have been jumping up like mad. [...]
A Glimpse on how well SPH can monetize digital content
Drizzt:
To follow up to my interesting tidbit on the press industry here, this is a case study of how well the Times have taken to monetize their digital news.
Imagine SPH asking people to pay for reading Straits Times Online. Likely case, it will scare off a lot of people.
Will they replace their current revenue with [...]
SP Ausnet Dividend Stock Tracker Update and Analysis
Dividend Yield updated to reflect latest income distribution and a summary of the fire-related lawsuit coming their way
SP Ausnet have been very attractive recently on my Dividend Stock Tracker particularly because of the listed dividend yield.
Share price have been under pressure due to the lawsuits coming their way:
PERTH, AUSTRALIA – Australian infrastructure firm SP Ausnet [...]
Are Starhub and Exxon Mobil Similar? $XOM
A Channel News Asia forum member talk about Starhub being in a similar situation as Exxon Mobil, which hedge fund manager Jim Chano’s have a big short position on.
The premise of Jim Chano’s rational of shorting Exxon Mobil is that although it is the most well regarded dividend aristocrat, it is in fact paying out [...]
Dividend Investing Lessons from an experienced investor
I got to know this poster by the nick of mbkelly75 over at SeekingAlpha that post quite alot. In fact so much so that i reckon that he should be retired to be able to do that. And i was right. Here is his profile:
I have 10 kids and 28 grandkids with my first great [...]
Portfolio Update:Closed out on First REIT and M1 Limited
I have sold First REIT last week and M1 Limited yesterday. This is mainly a technical call as i look to pick them up at cheaper price.
There is no change in the fundamentals. I might be wrong with my decision on First REIT but recent events have shown that First REIT can be really defensive.
As [...]
Vodafone does the first:Will Starhub,Singtel and M1 abolish the “all-you-can-eat” data fixed price plan in the future?
Drizzt Says:
Here is an interesting article as due to the high data usage placing a stress on the network and telco’s capital expenditure, they are changing their pricing to target those heaviest data users.
It’s an often heard observation in the industry that mobile data has become a victim of its own success. The unlimited [...]
Yield Watch:Analyst disappointed with SMRT’s results
Although many stocks on my dividend stock tracker suffered today the biggest news was SMRT’s 5.7% fall. This might not seem like alot if you are well versed in penny shares but for a dividend stocks its like telling people you have at least a short term problem.
4Q10 revenues were up 3.7% y-y to [...]
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