Young and Savvy Column (Straits Times Series)

[Dividend Warrior]

http://www.nextinsight.net/index.php/sto...urprise-me

http://nextinsight.net/index.php/story-a...ough-times

Owned almost 1% of Vicom..

Wow!

[KopiKat]

http://www.nextinsight.net/index.php/sto...urprise-me

http://nextinsight.net/index.php/story-a...ough-times

Owned almost 1% of Vicom..

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...

[yeokiwi]

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...

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.

[KopiKat]

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...

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.

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...

[yeokiwi]

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...

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.

[lanoitar]

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.

Ang's wife's name is still in the above AR u posted, so he's not completely out.

[brattzz]

1% of VICOM at 70cts?!!! WHY SELL?!!!

collect DIVIDENDS ALL THE WAY!! :O