Author: A Pen Quotes

Which is more profitable? High Dividend Yield Singapore Stocks or Dividend Growth Singapore Stocks?

I was reading some of my old posts and came upon a post, written in May 2016 about the difference between high dividend yield vs dividend growth stocks. That post came about because I was then reading a book about Income Investing (Income Investing with Bonds, Stocks and Money Markets by Jason Brady- click here). In the book, Jason highlighted that given the choice, he would choose the latter: consistent dividend growth. It is easy finding US stocks with a long history of increasing dividends – they are known as Dividend Kings. 2017 Dividend Kings List: Dividend Stocks with 50+ Years of Rising Dividends (read here) Not that easy in our local...

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Rock Solid Shares to start the year 2015 with – where are they now?

I have previously written a post in August 2015, about the status of the shares classified as Rock Solid Shares to start the year 2015 with by The Motley Fool. Rock-Solid Shares to Start 2015 With (read here) According to The Motley Fool as stated in the article above, the Great Ones which have impressive returns on equity without the use of heavy leverage are: Raffles Medical Group Ltd (SGX: R01), Silverlake Axis Ltd (SGX: 5CP), Kingsmen Creatives Ltd (SGX: 5MZ), Vicom Limited (SGX: V01) Incidentally, Raffles Medical Group Ltd was also mentioned in the below article by The Motley Fool in August 2014....

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Work is better when you don’t need the money

I first came across the above statement when I was watching this talk by Frugal Guru Pete Adeney (from Mr. Money Mustache blog). All my life after graduation, I have been in a job. In my 20s and early 30s, I worked really hard. Managed to pay off my student loan, HDB mortgage, got married and have 2 kids. I did not really think much about whether I like my job or not. It was satisfying at times, shitty plenty of times…(kind of remind me of the relationship with my kids)…. but when you are busy, you seldom think about...

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My thoughts on this tiny stock: Singapore Kitchen Equipment (SKE) Limited

Singapore Kitchen Equipment (SKE) Limited is a tiny stock listed in the Catalist. It was only recently listed on the Catalist on 22 July 2013, and has a market capitalization of only S$24 million. The Business Singapore Kitchen Equipment (SKE) Limited, operating with the trade name Q’son Kitchen Equipment Pte Ltd (Qson), since established in Sept 1996, had gone from strength to strength, providing back end food preparation and cooking solutions. The Group’s two key business segments are Fabrication and Distribution Segment and Maintenance and Servicing Segment. Fabrication and Distribution Segment Qson is a savvy fabricator of stainless steel products for...

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Review of Quarter Results (Vicom, Riverstone, ISOTeam, Colex, Sarine Technologies & Golden Agri Resources)

Actually, I am quite an impatient person. Perhaps it is because of my job, or me living in fast pace Singapore where everything is about efficiency, or it is just my character…. However, I feel that I might have mellowed down over the years. When it comes to investing, I think I have definitely ‘mellowed down’… I seldom trade, I read more and basically just wait most of the time. Investing in a way has made me very patient – the kind of patience found in watching the ‘wall paint dry’. At some time, it can be painful (even...

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Old Chang Kee

As stated in my earlier post, Old Chang Kee trailing dividend yield was at 3.45% on 12 March 2017. It isn’t a very high yield (esp. as compared to the business trusts and REITs). So you may be scratching your head, wondering why I put this in the ‘dividend’ stock list. However, in an environment of rising increase rates, whereby the normal yield of stocks is hovering around 2% to 3%, a 3.45% trailing dividend yield is actually not too shabby. In 2016, its dividend yield was a good 6.9%. And that is not excluding the rise in the...

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Loading up on my War Chest

I have previously done a post about ‘spring cleaning’ my stock portfolio on 5 March 2017 (read here). With equity valuations looking a bit rich, I reckon it would be good to raise the percentage of my cash holdings. On 11 Feb 2017, I did a short post on an update to my portfolio. The percentage of my Savings & SRS (cash) then was at 13%. Earlier on 4 Sept 2016, the percentage of Savings then was only at 8% (read here). I recently sold my Super Group shares, just a couple of days prior to receiving the package pertaining to...

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Random thoughts on RHT Health Trust

I previously wrote a post whereby I included a short list of my so-called ‘dividend stocks’ (see below). I am sure there are many other high yield stocks, and I probably would have missed them out (probably due to my lack of time and resources to do so). However, nevertheless, I do intend to pen down some of my thoughts here as to why I am looking at these stocks.Hope it helps to sort out my thoughts. Of course, my thinking would probably change in the future (depending on how the company and stock prices perform). Before I continue, I...

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Short list on ‘dividend’ stocks

I think this desire for dividend income is always there. The idea of passive income is always alluring. And why not? What’s wrong with investing for the sake of having passive income? Why invest in something that doesn’t produce much dividend (with no income – it is not even an asset). My approach to stocks emphasized more on the growth and balance sheet of the companies. Perhaps the idea of peace of mind is more important to me. However, like I said earlier, I do like to expand my portfolio to include higher dividend yield stocks. Nowadays, with rising...

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My recent portfolio spring cleaning

I recently mentioned in my previous post, that I have sold my Fasternal Co stocks. I was on leave on Friday. On that day, while running my errands, I took some time to further sell some of my stocks, namely CapitaLand and SIA. To be frank, I have been wanting to sell the SIA stocks I own for a very long time. I have previous sold Sun Hung Kai many months ago -what is left are the odd lots I received (in lieu of dividends) previously. To put things in perspective: I bought the Fasternal shares on Aug 2015 (Holding period...

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First trade done in 2017

It has been a while since I sold any stock. Today I have sold the Fastenal Co. stocks I owned. It is still a relatively new stock in my portfolio. I bought these stocks in Aug 2015. After selling the stock, I booked an approx. 42% profit. Frankly, I do not enjoy selling any stocks. However given the run up in the US market, I reckon it would be prudent to trim down my stock holding and increase my cash holdings. The stock price of Fasternal itself has been on a tear over the past three months plus. Fastenal shares spike...

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REITs and this thing called Perpetual Bond

I have been reading posts by fellow financial bloggers and articles online pertaining to investing. Every so often I would come across the term investing in dividend stocks. I don’t consider myself good at evaluating dividend stocks. Nevertheless, I hope to use this post to sort out my thought process. Feel free to correct me on any mistakes you see. How to evaluate dividend stocks My general view is that these are typically mature companies’ stocks, which typically choose to distribute portions of their free cash flow to investors in the form of dividends rather than invest for growth...

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Change is the only constant

I haven’t been reading much into individual companies. I just felt that with markets hitting new hits, the is now very little room for errors. Why go against the tide? It is ‘fun’ tabulating up the unrealised profits week after week. However, as any investor would know, unrealised gains are as they are – unrealised. Capital gains are fickle, passive income gains not as much – but if you stick to a fundamentally weak company with deteriorating business, it too would be gone. There is, after all a difference between staying rich and getting rich. I think the below...

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Yangzijiang Shipbuilding (Holdings) Ltd US treasury yield curves

I have been reading the blog posts from fellow bloggers and my own older posts. Yeah, the fingers are itching for some actions (buying some stocks)… be it for capital gains or dividend income. Now may not exactly be the right time. Actually, I am not really good at being a ‘hybrid’ investors. I do know some investors who do value investing and stock trading (momentum investing) at the same time. Well, some do more of the first than the second (and vice versa). I tend to feel that I lose my directions when I engage in the different...

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Risks (Love It Or Hate It, We Can’t Live Without It)

You know, recently I came across the important concept of “Taking Risk”. In the video below, Tom Sosnoff talks about his interaction with this golf Caddy Master – Jimmy Rocko (who is around 40 or 50 yrs older than him) when he was 15 or 16 years old. Passive Investing is Broken. Here’s how to fix it | Tom Sosnoff | TEDxUChicago (click here). While he was working as a Caddy, during break time, they would take turns taking shots at a bucket which is filled with money. The caddies have to put money (a quarter) in every time they...

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