Dividend stocks: quality counts too

[Jared Seah]

1) Popular 8% 134 million
2) CWT 8.7% 588 million
3) PTC 11.7% 86 million
4) Datapulse 7.2% 121 million
5) Neratel 15.5% 133 million

5) MIIF 45% 56%

Congrats Lone Wolf!

Envy!

Your example of MIIF is a good example of seeing things in context. For investors who bought MIIF at IPO, its a learning experience (maybe swore off such asset class in future). But for investors like you that managed to picked up MIIF during the doom and gloom, the rewards are fantastic!

Trusts are not bad per se. They are like another other investments (property, bonds, etc), it depends on what price we have paid for it and the reasons we make the investment in the first place (stock selection). For eg, why Citispring and not SPAusnet? Why Cambride Industrial Reit and not First Reit?

Hindsight is always 20/20. But what doesn't kill us will only make us stronger. Key is to survive and fight another day.

[lonewolf]

Your example of MIIF is a good example of seeing things in context. For investors who bought MIIF at IPO, its a learning experience (maybe swore off such asset class in future). But for investors like you that managed to picked up MIIF during the doom and gloom, the rewards are fantastic!

Correct! Beauty is in the eyes of the beholder. For some AIMSAMPSI REIT is like a god-send and so is a certain Mr. George Wang. But since I was vested since MI-REIT IPO days, does it surprise you that I'm screaming murder? In fact, I made a comment on AK71's blog the other day that everything linked to Australia (be it asset or personnel or company) seems destined for doomness.

Trusts are not bad per se. They are like another other investments (property, bonds, etc), it depends on what price we have paid for it and the reasons we make the investment in the first place (stock selection). For eg, why Citispring and not SPAusnet? Why Cambride Industrial Reit and not First Reit?

Agree. When shipping trust appears, I swore by them and picked up FSLTrust and Rickmers. Why not PST? Becos I did not like PIL the sponsor of the trust. End up PST was the strongest and most prudent of all the 3 shipping trust.

Why not FirstREIT? When it was listed I was not comfortable with its Indo-centric assets. While things are more stable politically now, I'm still hesitant to put my money in it though its yield is quite fantastic. I think I will stick to what I know and comfortable with.

[Drizzt]

we are always evaluating between similar investments. i would really like to hear what you think of Neratel.

[Jared Seah]

Very illuminating Lone Wolf!

Thanks for your honest sharing!!!

Yes, sometimes its the "ugly" stocks that we don't like that reward us the most, while our "favourites" tend to let us down....

Ahoooo!