Dividend by month
1) singtel
2) fcot sgx capitacom lian beng starhillg fct
3) spost lum chang taisin
4) roxy
5) fcot steng sgx uob sph starhillg fct
6) tcil ocbc
7) singpost
8) fcot metro singtel plife ocbc capitacom starhillg sci steng fct singpost
9) uob tcil
10) sgx lian beng ngi
11) fcot taisin sgx spost lum chang starhillg fct
12) sph
Remarks:
nam lee exited at 40c. cost price was around 25 cents around 2-3 years ago.
roxy added. deeply undervalued. april dividend useful to complete list.
Some rotation of positions but overall, still,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters as well as the counters which are about to pay dividends soon.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?
IF THE ANSWERS ARE YES OR UNSURE, STAY CLEAR OF THIS COMPANY
IF THE ANSWERS ARE NO, KEEP REINVESTING & STAY HEALTHY & STAY HAPPY.
1) singtel
2) fcot sgx capitacom lian beng starhillg fct
3) spost lum chang taisin
4) roxy
5) fcot steng sgx uob sph starhillg fct
6) tcil ocbc
7) singpost
8) fcot metro singtel plife ocbc capitacom starhillg sci steng fct singpost
9) uob tcil
10) sgx lian beng ngi
11) fcot taisin sgx spost lum chang starhillg fct
12) sph
Remarks:
nam lee exited at 40c. cost price was around 25 cents around 2-3 years ago.
roxy added. deeply undervalued. april dividend useful to complete list.
Some rotation of positions but overall, still,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters as well as the counters which are about to pay dividends soon.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?
IF THE ANSWERS ARE YES OR UNSURE, STAY CLEAR OF THIS COMPANY
IF THE ANSWERS ARE NO, KEEP REINVESTING & STAY HEALTHY & STAY HAPPY.
Safe value investing approach. Thumb up!
ReplyDeletethanks. mastering the basics of how this works, everyone can do it too.
ReplyDeletehi paul, may I know how is roxy undervalued? I cant see how?
ReplyDeletemercury hotel is recorded at cost. and its rnav is 80c plus. Most of its properties, investment or otherwise are freehold and some of them also also not revalued.
ReplyDeleteHi Paul,
ReplyDeleteMay I know your reason to exit Nam Lee?
hi uncle sanye,
ReplyDeletei calculated that in the 2-3 years i was invested in nam lee my net net entry was 25c and exit 40c, my returns was about 20%. this is good enough for me.
2016 dividend was 2.5c. last year was 1.5c and the following few years was all 1.5c from 2011-2015 which is 5 years. so this is the first year dividend up to 2.5c.
personally looking at the conservative namture of the business and the dividends, i think dividend will stay at 2.5c whereabouts
it was been a trememdous run up and i gained 20%, i am not hopeful my past performance in nam lee will be repeated, so i gather that it might be wiser to take money off table first.
what are you thoughts, if any?
i mean 20%cagr in the earlier post. and this sits comfortably in cagr of my entire portfolio.
ReplyDeleteHi Paul,
ReplyDeleteYes I agree 20%cagr is very good.
To me, my focus is on dividend income now. At 40cts, and if dividend stays at 2.5cts, the yield is 6.25% and that is a good yield for me. Given the stable nature of the business I think this will be a stock for me to keep long term.