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23-05-2013, 09:51 PM
Huat ah.
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26-05-2013, 04:37 PM
Ya lol!
You know something; i usually collected the highest dividends from my stock portfolio in my investment life during 2008/2009 situation. -Never in a rising market. i think something is wrong somewhere. Maybe it's high time i should calibrate my investment "style". Can anyone help me to do better? Thanks.
WB:-
1) Rule # 1, do not lose money. 2) Rule # 2, refer to # 1. 3) Not until you can manage your emotions, you can manage your money. Truism of Investments. A) Buying a security is buying RISK not Return B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return. NB:- My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore. 
26-05-2013, 05:32 PM
hi uncle,
one reason could be u switching to defensive plays such as telcos in order to reduce downside. thus in doing so, ur dividends r highest during severe downtimes. cos in practice, if u stay vested for a long period, no abrupt change in nature of portfolio, ut divudends shd be highest during uptimes cos thats when companies report bumper earnings.
26-05-2013, 08:24 PM
(26-05-2013, 05:32 PM)paullow Wrote: hi uncle, Hmm... Logical! Logical!
WB:-
1) Rule # 1, do not lose money. 2) Rule # 2, refer to # 1. 3) Not until you can manage your emotions, you can manage your money. Truism of Investments. A) Buying a security is buying RISK not Return B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return. NB:- My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
06-06-2013, 12:04 PM
My Dividend Investing Blog
06-06-2013, 01:36 PM
(06-06-2013, 12:04 PM)Dividend Warrior Wrote: Strong balance sheet..... This is not a balance sheet. 
06-06-2013, 01:59 PM
DW, I already warn you to be careful about what you post here. Those 'HWZ' style posting are not welcome here.
Even though you make a mistake of calling the earning summary you post a balance sheet. If you see what you post carefully, you can't even call it 'strong' when only 2 yrs of actual earnings are posted and the rest are just forecast based on some analyst's fragment of imagination. I never understood how they got those figures. When I was doing my course, I remember I just did a simple 'average-growth-for-last-5-yrs' and project it forward to the next 3 yrs. Hey, that was for a course work so precision is less critical. How does 'real life' analyst project their earning figures? I wonder.
06-06-2013, 02:17 PM
i think to be fair the EBITDA growth rate looks plauisble. But at no point did they show the Free Cash Flow projection which is more important.
The EV/EBITDA at 10 times to 8 times look dear. I would consider it cheap if its 6 times EV/EBITDA
Dividend Investing and More @ InvestmentMoats.com
06-06-2013, 02:49 PM
(06-06-2013, 01:36 PM)violinist Wrote:(06-06-2013, 12:04 PM)Dividend Warrior Wrote: Strong balance sheet..... The table is very likely from a report that is ~ 1 year ago. Reasons, 1. FY13 (Mar) results were out on 14-May-13. An up to date report would not have 2013F... 2. Using any of the DPS & Yield figures, the computed share price is $2.60. Even with the recent market correction, SATS current share price is still close to 25% higher. $2.60 must be ~ 1 year back?? Someone who paid $2.60 may be getting good value but at current $3.2x, is it still good value??
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