Having liquidated my lone S chip- Dapai International with reasons
here, my Long Term holdings now consist of only 5 stocks:
| Stock Bought |
Buy Price |
| MIT |
$0.930 |
| Sabana |
$1.050 |
| First REIT |
$0.700 |
| ST Engineering |
|
| Poh Tiong Choon Log |
0.48 |
Comments:
MIT: At my buy price, 93c at IPO, gives close to an 8% yield + 12% capital gain at closing price of $1.05. Not divesting because: Reasonably high yield at my price and peace of mind from a strong parent. Even as CIT, First, Sabana and AIMSAMPIREIT give almost 10% yield at their price, I'm willing to accept a lower yield for MIT's "blue chip-ness", so to speak.
Sabana: 8.22% yield this year and 8.5% projected yield at my price, $1.05. 11% capital loss currently. At current prices, Sabana gives a 9.5% yield- highly attractive yet commensurately high with erstwhile ......
