SATS

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#71
Huat ah.
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#72
Dividend is the food for investors. Smile
My Dividend Investing Blog
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#73
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.
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#74
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.
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#75
(26-05-2013, 05:32 PM)paullow Wrote: 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.

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.
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#76
Strong balance sheet.....Smile

[Image: SATS+Summary+earnings.JPG]
My Dividend Investing Blog
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#77
(06-06-2013, 12:04 PM)Dividend Warrior Wrote: Strong balance sheet.....Smile

[Image: SATS+Summary+earnings.JPG]

This is not a balance sheet.
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#78
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.
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#79
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
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#80
(06-06-2013, 01:36 PM)violinist Wrote:
(06-06-2013, 12:04 PM)Dividend Warrior Wrote: Strong balance sheet.....Smile

[Image: SATS+Summary+earnings.JPG]

This is not a 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??
Luck & Fortune Favours those who are Prepared & Decisive when Opportunity Knocks
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