Dividend investment

(02-08-2013, 12:04 PM)Liukt Wrote: Hi newbie here

Anyone investing in dividend stocks?
What would you invest in now?
Reits?
Business trust like rickmers?

Or private equity holding like transpac?

Thank you

personally i think risk return profile of REITs is not appealling, when the interest rate goes up, reits will be firstly/worst affected

HPH trust is a good dividend stock. Last year they gave out more than 7% dividends. If the world economy does recover, HPH trust will stand to benefit from the increased port activity also. HPH has ports in Hong Kong and China.

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A journey into the world of finance and investments - sgyounginvestment.blogspot.sg

(04-08-2013, 09:19 PM)SG Young Investment Wrote: HPH trust is a good dividend stock. Last year they gave out more than 7% dividends. If the world economy does recover, HPH trust will stand to benefit from the increased port activity also. HPH has ports in Hong Kong and China.

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A journey into the world of finance and investments - sgyounginvestment.blogspot.sg

china has officially announced lower growth rate to about 7.5%..i guess that would in a way suggest that port activity would in general register a decrease correspondingly?

(04-08-2013, 09:43 PM)Hunter_X_Hunter Wrote:

(04-08-2013, 09:19 PM)SG Young Investment Wrote: HPH trust is a good dividend stock. Last year they gave out more than 7% dividends. If the world economy does recover, HPH trust will stand to benefit from the increased port activity also. HPH has ports in Hong Kong and China.

_______________________________________________________
A journey into the world of finance and investments - sgyounginvestment.blogspot.sg

china has officially announced lower growth rate to about 7.5%..i guess that would in a way suggest that port activity would in general register a decrease correspondingly?

The growth of china has been a much discussed topic. China still relies on exports to drive up their growth. US and Europe needs to recover in order for China to benefit. The main drag is still on Europe now. US is slowly recovering. It would take awhile for the whole economy to recover. Maybe in the next 1-2 years. Nobody can accurately predict the future.

HPH trust has been resilient throughout the economic crisis. Even though port activities and income decreased as announced in their recent earnings, their dividend payout is still good. I like the fact that HPH trust has a good management team and is affiliated to HPH whampoa which is owned by renowned HK businessman Li Ka Shing.

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A journey into the world of finance and investments - sgyounginvestment.blogspot.sg
[/quote]

Quote:Even though port activities and income decreased as announced in their recent earnings, their dividend payout is still good.

The NPAT attributed to HPH shareholder is HK$800.8 million while the dividend payout is HK$1,629.0 million. Good?

(05-08-2013, 07:14 AM)yeokiwi Wrote:

Quote:Even though port activities and income decreased as announced in their recent earnings, their dividend payout is still good.

The NPAT attributed to HPH shareholder is HK$800.8 million while the dividend payout is HK$1,629.0 million. Good?

Very interesting! Why HPH did that? Where HK$828.8 comes from? Is there accumulated surplus, retained cash reserve during the good years? If not why ?

From cashflow?

Never analyse their statement as I don't trust biz trust. I rather invest in companies that have good dividend payout.

(05-08-2013, 08:58 AM)NTL Wrote: From cashflow?

Never analyse their statement as I don't trust biz trust. I rather invest in companies that have good dividend payout.

Yes! i also don't like a little "too complicated capital structured" businesses.

Actually hoh, even we scrutinized an AR, i don't think we can do better then the professional analysts. Almost all the time, they missed the RED FLAGS too. Besides they also have to accept the AR as it is. If auditors can't find anything wrong or worse cahoot with top management, by the time public knows it, it usually too late liu.
Another words, we must try our best to qualify the company besides "quantifying."
To me qualifying should comes first.

(05-08-2013, 08:32 AM)Temperament Wrote:

(05-08-2013, 07:14 AM)yeokiwi Wrote:

Quote:Even though port activities and income decreased as announced in their recent earnings, their dividend payout is still good.

The NPAT attributed to HPH shareholder is HK$800.8 million while the dividend payout is HK$1,629.0 million. Good?

Very interesting! Why HPH did that? Where HK$828.8 comes from? Is there accumulated surplus, retained cash reserve during the good years? If not why ?

hmmm...don't think Business trust follows retained earning concept of "company" ...ie Business trust is allowed to pay dividend even if they have no retained earnings in their balance sheet.
Never read the financial statements but guess the "distribution" must come from cashflow.

(02-08-2013, 04:22 PM)NTL Wrote: personally own 20 over counters of over different type of industry and capitalization, giving around 5% dividend based on current price on the portfolio.

May I ask why do you calculate the dividend yield based on current price instead of the purchased price?

Appreciate your insight.

Thank You.