Author: paullowinvestmentjourney

portfolio update 29/8/2016

Dividend by month 1) uob 2) fcot sgx capitacom lian beng namlee starhillg 3) spost lum chang taisin 4) 5) fcot steng sgx  uob sph starhillg 6) tcil ocbc 7) 8) fcot metro plife  ocbc spost capitacom starhillg sci steng 9)  uob 10) tcil sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg 12) sph Remarks: 1) more ocbc added using singpost dividend, with the result of more dividend from ocbc 2) taisin – good results, dividend up 3) tan chong – drop in revenue with corresponding drop in dividend 2.5c to 2c 4) lum chang – no...

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Tai Sin Electric – Slow and Steady

Taisin announced a good set of results yesterday. I found what I had been anticipating – dividend rise. Its about time it did anyway. Indeed, it was raising its dividend from 1.5c to 1.6c. Nav inched up to 36c plus. What’s the big deal about 0.1c dividend raise? No need to make a big fuss what, some might even comment. I invite those interested to look up taisin dividend history. 1) consistent dividend throughout all these years it was listed 2) paid dividend and did not cut them even during GFC 3) raised payment frequency from once a year...

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why i ditch the benz for the lexus

Disclaimer : this is NOT to promote any car brand and I don’t receive any payment from any sources. I don’t monetarise my blog anyway. though i could use my S class till its end of life. alas, car was serviced at Cycle and carriage and specialised workshop all the way. at 8 years of age, gear box issue, rear airmatic gave way. rotor disc worn out at 9 years of age, aircon blower motor problem, undiagnosed loud acceleration sounds at 9.5 years of age, the straw that broke the camel neck: car broke down near entrance of expressway....

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why is it harder to succeed through investing in singapore?

 I had a lengthy but productive discussion with a friend recently. i shall share it below. as usual, no lengthy essays as i like to present in a short and concise manner. we can see the obvious gains we can achieve through the effects of compoundation, and it is one of the more proven method, if not the most. why then is it harder to succeed in singapore through the same principles of dividend investing and reinvesting? we can see in the usa, there are numerous companies such as mcd, colgate, general mills, coca cola and more, which are...

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portfolio update 30/7/2016

Dividend by month 1) uob 2) fcot sgx capitacom lian beng namlee starhillg 3) spost lum chang taisin 4) 5) fcot steng sgx  uob sph starhillg 6) tcil ocbc 7) 8) fcot metro plife  ocbc spost capitacom starhillg 9) steng sci uob 10) tcil sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg 12) sph Remarks: 1) sold of singtel and plife during recent run up as yield is compressed to less than that acceptable to add to fcot and starhill 2) 3/8 singpost dividend will be in. recent swiber case causing banking slump could be timely to...

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portfolio update 30/6/2016

Dividend by month 1) uob singtel 2) plife sgx capitacom lian beng namlee starhillg 3) spost lum chang taisin 4) 5) steng sgx  uob sph plife starhillg 6) tcil ocbc 7) 8) metro plife uob singtel spost capitacom starhillg 9) steng sci ocbc 10) tcil sgx lian beng ngi 11) taisin sgx plife spost  lum chang starhillg 12) sph Comments: Decided to take profit from the runs up from frasers ct and suntec and place them in starhill where the run up is less. Locked in capital gains as well as gained about 1% more dividend. Some rotation of positions...

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why i sold engro and singre? and portfolio question.

a reader asked me a couple of questions, i just finished replying and then realised that i wrote so much. thus decided to open a page to share with other readers. Hi Paul, I have just finished reading your blog from very first post to this one. Thank you for sharing your investment strategy and portfolio. May I ask you two questions? 1) Why did you sell Engro and Singre? 2) It seems that you are slowly transforming your portfolio from undervalued penny stocks to blue chips, would you mind to share the reason for doing so? Is is...

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why i divested stamford land

I have been holding onto stamford land for some time, rather pleased with the 3c dividend it has paid every August, like clockwork. certainly, its eps has been able to support this 3c payout for these years. however, the dividend cut to 0.5c was not something i was able to accept, the company could at least afford to be pay 2c imo. maybe the management is changing, i am not sure. I am even not sure of future dividends. such is the uncertainty leaves me with only one option, to divest. I divested 1/2 into taisin at 32c and...

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portfolio update 27/5/2016

Dividend by month 1) uob singtel 2) plife sgx suntec capitacom lian beng namlee fct 3) spost lum chang taisin 4) 5) steng sgx suntec uob sph fct plife 6) tcil ocbc 7) 8) metro suntec plife uob singtel spost capitacom fct 9) steng sci ocbc 10) tcil sgx lian beng ngi 11) taisin sgx plife spost suntec lum chang fct 12) sph Comments: 14/6 ocbc payable – i have opted for script (at 8.11). 15/6 tcil payable – usually will be paid about 1week later. Stamford land divested into taisin and capitacom Sgx added. singpost decided to pay in August...

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Portfolio Update 29/4/2016

Dividend by month 1) uob singtel2) plife suntec capitacom lian beng namlee fct3) spost lum chang taisin4)5) steng sci  suntec uob sph fct plife6) tcil  ocbc7) spost8) metro stamland suntec plife uob singtel spost capitacom fct9) steng sci ocbc10) tcil lian beng ngi11) taisin plife spost suntec lum chang hupsteel fct12) sph Comments: 3/5 plife XD4/5 sph XD26/5 tcil XD payable 10/5 stengpayable 11/5 uobpayable 17/5 scipayable 24/5 sphpayable 26/5 plife, suntecpayable 31/5 fct Some rotation of positions but overall, still, nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters as well...

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Portfolio Update 26/3/2016

Dividend by month 1) uob singtel2) plife suntec capitacom lian beng namlee fct3) spost lum chang taisin4)5) steng sci  suntec uob sph fct6) tcil plife ocbc7) spost8) metro stamland suntec plife uob singtel spost capitacom fct9) steng sci ocbc10) tcil lian beng ngi11) taisin plife spost suntec lum chang hupsteel fct12) sph Comments: Frasers centrepoint trust added. Now have 4 reits in my portfolio. Most probably will add one last one, perhaps MCT, to increase 3,6,9,12 dividend. Nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters as well as the counters which...

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Portfolio Update 27/2/2016

Dividend by month 1) uob singtel 2) plife suntec capitacom lian beng namlee 3) spost lum chang taisin 4) 5) steng sci singre suntec uob sph 6) tcil plife ocbc 7) spost 8) metro stamland suntec plife uob singtel spost capitacom 9) steng sci singre ocbc 10) tcil lian beng noel gifts 11) taisin plife spost suntec lum chang hupsteel 12) sph Activities: Taisin will pay its dividend in March instead of April which it did last year. Considered M1 and Roxy which pays regularly in April, but little point in putting capital in companies just for the sake...

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my hupsteel investment

i had some discussion with my friend and here are the points. i bailed out way before its 5:1 consolidation and before it slumped further. – true that it is heavily undervalued with hard asset and cash backing but: – warning signs started in 2013 when it was paying out double its earnings as dividends. Most probably the boss himself did not see this oil crisis and he thought that he probably could ride it out with so many years in this industry and with the company’s long history, moreover its new property was coming up and rental income...

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how people make money from the stock market

1) trading, buying and selling with little regard for stock fundamentals. can buy low and sell high and complete the trade within a day is ideal.  but how many people can really do that sort of thing? 2) value investing. quite the reverse of 1). lots of people call themselves VI. but how many people really are? True VI is hard. how many people have the patience to wait for the stock price to realise its potential? What if the calculation is incorrect? Does the returns commensurate the risks of waiting? 3) waiting for GO. there are a number...

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Portfolio simulation. 50k is enough to pay 9months of dividends a year. Bao Chi

A friend of mine said that my investment method is only reserved for pple with more funds. Not true! i decide to do a portfolio simulation with less than 10 counters, probably good for people with little time for monitoring yet want to reap the benefits of investing in the stock market. (I am vested in these counters) $50,000 is enough to buy into these counters to earn meaningful dividends for reinvestment, since now the lot size is 100 instead of 1000. 8 counters means an allocation of about $6,000 per counter. 1) Singtel 2) Singpost 3) Reit (...

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