After getting two comments from readers on ComfortDelgro, I feel that it might be a good idea to publish my second reply as a short blog. To read the comments as well as my reply to the first comment, please check the comments section of this blog: Daiwa House Logistics Trust: Good or not? This is my reply to the second comment: For sure, ComfortDelgro is facing headwinds.  To stay invested or not, we will have to ask if the problems they are facing now are temporary or are they here to stay?  I am inclined to believe that the problems will not be permanent.  However, now we have the Omicron variant of COVID-19 that recently popped up.  So, it could take longer before a sustained recovery happens. In my analysis done a few years ago, I said that even if ComfortDelgro were to shut down its taxi business, it would still be able to pay an attractive dividend. ...