SPH   

SPH

wow....

that is alot of win for 50 lots of SPH.  and it generates good dividends income....

yes i bought toto too !

 

let see if I win tonite !

 

Richman      ( Date: 19-Sep-2011 13:18) Posted: Half of it came from toto winning Toto and 4d are hard to win Never bet too heavily Always play within your means Sometime I win and lost all back to singapore pools. eplepl      ( Date: 19-Sep-2011 13:14) Posted: ur sph capital came in  from toto investment

 

Half of it came from toto winning

Toto and 4d are hard to win

Never bet too heavily

Always play within your means

Sometime I win and lost all back to singapore pools.

eplepl      ( Date: 19-Sep-2011 13:14) Posted: ur sph capital came in  from toto investment? Richman      ( Date: 19-Sep-2011 11:44) Posted: Later going to buy toto and hope to win some money Hahaha

 

ur sph capital came in  from toto investment?

Richman      ( Date: 19-Sep-2011 11:44) Posted: Later going to buy toto and hope to win some money Hahaha eplepl      ( Date: 19-Sep-2011 11:37) Posted: wow..... so ric

 

Later going to buy toto and hope to win some money

Hahaha

eplepl      ( Date: 19-Sep-2011 11:37) Posted: wow..... so rich Richman      ( Date: 18-Sep-2011 23:42) Posted: I am not  good in market timing so no choice, just hold it for long. DATE Stock Name Qty Avg Cost 10/03/09 SPH 95,000 2.360000 15/05/09 SPH 5000 2.809662

 

wow.....

so rich

Richman      ( Date: 18-Sep-2011 23:42) Posted: I am not  good in market timing so no choice, just hold it for long. DATE Stock Name Qty Avg Cost 10/03/09 SPH 95,000 2.360000 15/05/09 SPH 5000 2.809662   Salute      ( Date: 18-Sep-2011 20:33) Posted: Hi richman, this is the exact name for you. But may I know when did you buy it at 2.38cts onl

 

I am not  good in market timing so no choice, just hold it for long.

DATE	Stock Name	Qty	Avg Cost
10/03/09	SPH	95,000	2.360000
15/05/09	SPH	5000	2.809662

 

Salute      ( Date: 18-Sep-2011 20:33) Posted: Hi richman, this is the exact name for you. But may I know when did you buy it at 2.38cts only eplepl      ( Date: 14-Sep-2011 19:08) Posted: wtf, 100 lots... so much

 

Hi richman, this is the exact name for you.

But may I know when did you buy it at 2.38cts only

eplepl      ( Date: 14-Sep-2011 19:08) Posted: wtf, 100 lots... so much ! Richman      ( Date: 12-Sep-2011 23:12) Posted: I am still holding 100 lot bought at 2.38 cents. So far very happy with this counter.

 

Going to announce dividend soon

Hopefully can get 20 cents

Better than my rental yield

 

It's from toto winning lah..

Good thing is to share...

http://psychicjackpot.com/

eplepl      ( Date: 14-Sep-2011 19:08) Posted: wtf, 100 lots... so much ! Richman      ( Date: 12-Sep-2011 23:12) Posted: I am still holding 100 lot bought at 2.38 cents. So far very happy with this counter.

 

wtf, 100 lots...

so much !

Richman      ( Date: 12-Sep-2011 23:12) Posted: I am still holding 100 lot bought at 2.38 cents. So far very happy with this counter. Richman      ( Date: 12-Sep-2011 23:10) Posted: SPH is going to declare Dividend soon Should be around 18 to 20 cents

 

Buy up during closing bell

T39 (SPH)

DAY HIGH :   3.700    NET CHANGE :   0.060    TOTAL VALUE :   7,416,630    DAY LOW :   3.600    LAST DONE :   3.680    VOLUME :   2,032  Time Last Vol Buy/Sell 17:05:03 3.680 1 S 17:05:03 3.680 7 S 17:05:03 3.680 3 S 17:05:03 3.680 1 S 17:05:03 3.680 5 S 17:05:03 3.680 10 S 17:05:03 3.680 3 S 17:05:03 3.680 5 S 17:05:03 3.680 2 S 17:05:03 3.680 2 S 17:05:03 3.680 1 S 17:05:03 3.680 2 S 17:05:03 3.680 2 S 17:05:03 3.680 1 S 17:05:03 3.680 7 S 17:05:03 3.680 2 S 17:05:03 3.680 2 S 17:05:03 3.680 9 S 17:05:03 3.680 4 S 17:05:03 3.680 1 S

 

I am still holding 100 lot bought at 2.38 cents.

So far very happy with this counter.

Richman      ( Date: 12-Sep-2011 23:10) Posted: SPH is going to declare Dividend soon Should be around 18 to 20 cents

 

SPH is going to declare Dividend soon

Should be around 18 to 20 cents

 

Even this stock also can't stand the heat !

 

 

This defensive counter is holding  well during mkt selldown.. Looks quite resilient...

 

You are all right and wrong.

In life, there are no absolute right and wrong.

And as for me, i will never buy stock for it div,

as for my posting here is just my suggestion if people are still interested in div.,it is still better to spread and diversify to reduce your risk.

so why just put all your egg into SPH or starhub.( i never like this one for it high gearing, ppl like the div, i dont buy it for div.) so it SPH,

and just i want to know, why they want to pay twice the px that doesn't justify yield.

Is it becos they got alot of cash or becos they can get to borrow cheap becos they have better credit rating.

For me, this is poor judgement of the guy who make the decision, you as an invester shd question them during AGM.

the px for Clementi Mall if i am not wrong  , is twice that of the next higher bid. Why???


 

humblepie      ( Date: 15-Jul-2011 07:06) Posted: there is alot of correct and wrong points.    Clementi was an expensive purchase. one thing about these garment link companies is that they always pay expensive price that doesn't justify the yield.   Optus was bought for 19 billion yet generate currently only 1.2 billion cash flow. that is a 6% ROA only.   Clementi was purchase at 541 mil and likely the yield is only 3-4% NPI. > >   http://www.investmentmoats.com/money-management/dividend-investing/sphs-purchase-of-clementi-mall-looks-more-like-a-bad-buy-than-a-good-one/   Saying that, Starhub is much safer than the REITS you mention, simply because it is not operate as a concession.   The yields are adequately paid out of free cash flow with adequate capital expenditure > >   http://www.investmentmoats.com/money-management/dividend-investing/of-starhubs-enormous-debt-explained/   REITs have more moving parts and not as defensive, Cache is almost levered to 28% and will go higher because their manager much care about increasing management portfolio size than helping the investor.   I am an investor in Cache and Sabana but they are not as sturdy as your Singtel, Starhub and M1 simply because tenancy will be vacated during recession and we saw in 2007 a credit crisis will hit reits which are levered.   The telcos and SPH will not have that issue because they have more predictable cash flow and thus better credit ratings which lowers their borrowing cost.  andreytan      ( Date: 14-Jul-2011 22:09) Posted: The px is decided by the mkt, In reality, no one know what px. But since analyst call to buy for it div. I think the px will be for a 6% div.. And when mkt is crazy abt div, like Fund, who know the div may drop to 5%, as they push up the stock px.(but not now as mkt is bad.) If you want to buy for div, and play defensive because you are retire, buy across all solid reit., like Sabana, CACHE, ART, CDL, , find those of low gearing. It is the gearing that will be it downfall if mkt turn sour. Hope i help.

 

Completely agree that no right or wrong answer here. 

There are too many factors affecting the stock price....simply too many to mention them here.  Having said that,  it's worth to invest in some good fundamental companies e.g. SPH, Starhub, Singtel, ST Eng even slow moving stock like Singpost.  REITs are good too as I always believe we must have a more balanced portfolio.

No doubt prices are going up and down,  and slow moving stocks will minimize your damages when the whole market turns south.  On the other hand,  you also have not so much of capital gain when the bull comes.

Conclusion.  it's worth to consider to invest in stock like SPH.  By the way,  I am yet to buy SPH and still waiting for the 'right' price (means the price I fell ok to buy).  And that was why I asked for 'fair price' here.

Thanks.

 

hi steardyla, people no want then can want ma. else price are normally no good.

but if price can get even better why not? the question is how much worse can it get? ie how much lower can it get.

if only one can tell then 888 alreadyla. so divide to enter bit bit is always better la.

  have a good day

steadylar      ( Date: 15-Jul-2011 00:06) Posted: Given  this kind of uncertainty & fearful sentiment, it's crazy to be an investor, crazier to hold on to a stock for dividends esp when  it's latest  profit is below view. I'd rather hold cash in the near term for quick deployment.

 

there is alot of correct and wrong points. 

 

Clementi was an expensive purchase. one thing about these garment link companies is that they always pay expensive price that doesn't justify the yield.

  Optus was bought for 19 billion yet generate currently only 1.2 billion cash flow. that is a 6% ROA only.

  Clementi was purchase at 541 mil and likely the yield is only 3-4% NPI. > >   http://www.investmentmoats.com/money-management/dividend-investing/sphs-purchase-of-clementi-mall-looks-more-like-a-bad-buy-than-a-good-one/

  Saying that, Starhub is much safer than the REITS you mention, simply because it is not operate as a concession.

  The yields are adequately paid out of free cash flow with adequate capital expenditure > >   http://www.investmentmoats.com/money-management/dividend-investing/of-starhubs-enormous-debt-explained/

  REITs have more moving parts and not as defensive, Cache is almost levered to 28% and will go higher because their manager much care about increasing management portfolio size than helping the investor.

  I am an investor in Cache and Sabana but they are not as sturdy as your Singtel, Starhub and M1 simply because tenancy will be vacated during recession and we saw in 2007 a credit crisis will hit reits which are levered.

  The telcos and SPH will not have that issue because they have more predictable cash flow and thus better credit ratings which lowers their borrowing cost. 

andreytan      ( Date: 14-Jul-2011 22:09) Posted: The px is decided by the mkt, In reality, no one know what px. But since analyst call to buy for it div. I think the px will be for a 6% div.. And when mkt is crazy abt div, like Fund, who know the div may drop to 5%, as they push up the stock px.(but not now as mkt is bad.) If you want to buy for div, and play defensive because you are retire, buy across all solid reit., like Sabana, CACHE, ART, CDL, , find those of low gearing. It is the gearing that will be it downfall if mkt turn sour. Hope i help. edchai      ( Date: 14-Jul-2011 12:24) Posted: what do you think is the fair price for this stock

 

Given  this kind of uncertainty & fearful sentiment, it's crazy to be an investor, crazier to hold on to a stock for dividends esp when  it's latest  profit is below view. I'd rather hold cash in the near term for quick deployment.