Author: paullowinvestmentjourney

nam lee pressed metals

http://paullowinvestmentjourney.blogspot.sg/2016/10/portfolio-update-for-september-2016.html i divested my entire nam lee pressed metals about two to three months ago, after it hit a high of 40c. my net net price was about 25c. my thinking was that 1) dividend wise, it has reached a high of 2.5c in 2016 and it has been paying out 1.5c since 2011. thus i feel that this might not be able to be sustained in the coming year. 2) my overall gain from this counter was about 20% pa for my 2-3 years time frame. if this could be extrapolated theorectically, i would be looking at 46-50c...

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portfolio auto-building update – october 2016

Due to a few requests that my profolio update is useful for their reference, I decided to update it. Dividend by month 1) uob 2) fcot sgx capitacom lian beng starhillg fct 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct 6) tcil ocbc 7) singpost 8) fcot metro plife  ocbc  capitacom starhillg sci steng fct singpost 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph Remarks: portfolio auto-building in progress : tcil dividend used to add to lian beng. lian beng dividend used to...

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Dividends still don’t lie – look at this case study

SAKAE HOLDINGS LTD.DIVIDEND04 Jun 201508 Jun 201519 Jun 2015SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND15 Sep 201417 Sep 201424 Sep 2014SGD 0.005 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND05 Jun 201409 Jun 201420 Jun 2014SGD 0.015 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND13 Sep 201317 Sep 201324 Sep 2013SGD 0.005 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND06 Jun 201310 Jun 201321 Jun 2013SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND04 Sep 201206 Sep 201220 Sep 2012SGD 0.005 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND06 Jun 201208 Jun 201221 Jun 2012SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND03 Jun 201107 Jun 201121 Jun 2011SGD 0.01 ONE-TIER TAXSAKAE HOLDINGS LTD.DIVIDEND01 Sep 201003 Sep 201020 Sep 2010SGD 0.005 ONE-TIER...

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Dividends every month portfolio – $13k basic portfolio

“I want more months filled with dividends”Ok, let me think aloud and talk to myself again. My aims: * I don’t like to monitor prices frequently * I want income every month * I don’t want too much risk Here’s it what I might consider. Each counter is worth approx $1,000. total portfolio value is approx $13,000. On the right is the number of shares sph 200 singpost 600 singtel 250 capitalmall reit 400 frasers ct  400 parkway life  400 capitacom  600 comfort delgro  300 st eng  300 sheng siong  900 suntec  600 uol 200 m1 400 sgx 200...

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portfolio update for september 2016

Dividend by month 1) uob 2) fcot sgx capitacom lian beng starhillg fct 3) spost lum chang taisin 4) roxy 5) fcot steng sgx  uob sph starhillg fct 6) tcil ocbc 7) singpost 8) fcot metro plife  ocbc  capitacom starhillg sci steng fct singpost 9)  uob tcil 10) sgx lian beng ngi 11) fcot taisin sgx spost  lum chang starhillg fct 12) sph Remarks: nam lee exited at 40c. cost price was around 25 cents around 2-3 years ago. roxy added. deeply undervalued. april dividend useful to complete list. Some rotation of positions but overall, still, nothing fanciful and nothing new:...

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what a 10k dividend portfolio can do for you – safe and sound.

We all want stability and to be able to sleep in peace. Here is a portfolio made up for all the familiar brand names in singapore. very likey they will continue to exist for the many years to come Each counter is worth approx $1,000. total portfolio value is approx $10,000 On the right is the number of shares singpost 600 singtel 250 capitalmall reit 400 frasers ct  400 parkway life  400 capitacom  600 comfort delgro  300 st eng  300 sheng siong  900 suntec  600 January singtel $17 February Reits $84.9 March singpost $9 May Reits Comfort St E...

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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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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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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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