07-07-2013, 12:35 PM
(07-07-2013, 10:50 AM)yeokiwi Wrote: http://www.nextinsight.net/index.php/sto...urprise-me
http://nextinsight.net/index.php/story-a...ough-times
Owned almost 1% of Vicom..
Wow!
My Dividend Investing Blog
07-07-2013, 12:35 PM
(07-07-2013, 10:50 AM)yeokiwi Wrote: http://www.nextinsight.net/index.php/sto...urprise-me Wow!
My Dividend Investing Blog
07-07-2013, 01:24 PM
(07-07-2013, 10:50 AM)yeokiwi Wrote: http://www.nextinsight.net/index.php/sto...urprise-me I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12, I have since sold off Vicom as it has more than doubled over 2-3 years. My cost for most of it was under 70 cents and I can't bring myself to buy it now at around $3.80. Firday's close was $4.71.... That's life, I have the same problem of usually selling much too early for my stocks...
Luck & Fortune Favours those who are Prepared & Decisive when Opportunity Knocks
------------ 知己知彼 ,百战不殆 ;不知彼 ,不知己 ,每战必殆 ------------
07-07-2013, 01:51 PM
(07-07-2013, 01:24 PM)KopiKat Wrote: I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12, The return is great. That was more than 500% return. In life, you only need a few like this to get above market return. We normally value this kind of stock by PE and according it with a blue chip like valuation. The PE is around 14 at S$4.7, yield is around 3.8 and is technically not excessive. I think he chickened out simply because he had a relatively large stake in Vicom. The cash hoard is building up. I kind of think that they may give a one-shot special dividend anytime especially their parent company is not doing that great at the moment. Comfort Delgro stands to get 20 million if 30 million is distributed.
07-07-2013, 02:06 PM
(07-07-2013, 01:51 PM)yeokiwi Wrote:(07-07-2013, 01:24 PM)KopiKat Wrote: I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12, Yes, he needs to improve on his valuations... Hmm... you triggered my interest... in ComfortDelgro (went to check and PE=15.5 ; Yield=3.47% ; Payout=53.8% ; EPS Growth=5.5% for last year but 2-4% for previous 2 years). But, $20Mil - $30Mil is <10% of Net Profit...
Luck & Fortune Favours those who are Prepared & Decisive when Opportunity Knocks
------------ 知己知彼 ,百战不殆 ;不知彼 ,不知己 ,每战必殆 ------------
07-07-2013, 02:17 PM
(07-07-2013, 02:06 PM)KopiKat Wrote: Yes, he needs to improve on his valuations... The last bumper dividend was in 2007 i think. ComfortDelgro always looked interesting. But.. Going ahead, AUS$ is weakening, UK$ will not do much better. SBS transit is going to increase its services. Bus fare, train fare are not increasing.
07-07-2013, 03:33 PM
(07-07-2013, 01:24 PM)KopiKat Wrote: I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12, Ang's wife's name is still in the above AR u posted, so he's not completely out.
07-07-2013, 05:29 PM
1% of VICOM at 70cts?!!! WHY SELL?!!!
collect DIVIDENDS ALL THE WAY!! :O
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same! 3) CASH in hand is KING in BEAR! 4) In BULL, SELL-SELL-SELL! |
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