A quick update on the latest transaction I've done since my last portfolio update:As part of my ongoing resolution to rebalance my equities and cash allocation due to the recent market run-up, I have divested all my 10,000 shares for SCI at a price of $4.84 today. The counter will be going ex-dividend this Thursday so I will not be receiving the 11 cents/share dividends declared. Some of you might remember that I did a few valuations on SCI a couple of months ago which you can refer to the original articles below. Valuation Thoughts on Sembcorp - Part 2 Sembcorp FY14 Results and Thoughts Valuation Thoughts on Sembcorp - Part 1 In the valuations, I input a few assumptions into the model and came up to an intrinsic value of $5.16. You can view the assumptions in the original article and tweak around as you deem ... ...