07-07-2013, 12:35 PM
(07-07-2013, 10:50 AM)yeokiwi Wrote: [ -> ]http://www.nextinsight.net/index.php/sto...urprise-me
http://nextinsight.net/index.php/story-a...ough-times
Owned almost 1% of Vicom..
Wow!
(07-07-2013, 10:50 AM)yeokiwi Wrote: [ -> ]http://www.nextinsight.net/index.php/sto...urprise-me
http://nextinsight.net/index.php/story-a...ough-times
Owned almost 1% of Vicom..
(07-07-2013, 10:50 AM)yeokiwi Wrote: [ -> ]http://www.nextinsight.net/index.php/sto...urprise-me
http://nextinsight.net/index.php/story-a...ough-times
Owned almost 1% of Vicom..
(07-07-2013, 01:24 PM)KopiKat Wrote: [ -> ]I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12,
I have since sold off Vicom as it has more than doubled over 2-3 years. My cost for most of it was under 70 cents and I can't bring myself to buy it now at around $3.80.
Firday's close was $4.71.... That's life, I have the same problem of usually selling much too early for my stocks...
(07-07-2013, 01:51 PM)yeokiwi Wrote: [ -> ](07-07-2013, 01:24 PM)KopiKat Wrote: [ -> ]I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12,
I have since sold off Vicom as it has more than doubled over 2-3 years. My cost for most of it was under 70 cents and I can't bring myself to buy it now at around $3.80.
Firday's close was $4.71.... That's life, I have the same problem of usually selling much too early for my stocks...
The return is great. That was more than 500% return. In life, you only need a few like this to get above market return.
We normally value this kind of stock by PE and according it with a blue chip like valuation. The PE is around 14 at S$4.7, yield is around 3.8 and is technically not excessive.
I think he chickened out simply because he had a relatively large stake in Vicom.
The cash hoard is building up. I kind of think that they may give a one-shot special dividend anytime especially their parent company is not doing that great at the moment.
Comfort Delgro stands to get 20 million if 30 million is distributed.
(07-07-2013, 02:06 PM)KopiKat Wrote: [ -> ]Yes, he needs to improve on his valuations...
Hmm... you triggered my interest... in ComfortDelgro (went to check and PE=15.5 ; Yield=3.47% ; Payout=53.8% ; EPS Growth=5.5% for last year but 2-4% for previous 2 years). But, $20Mil - $30Mil is <10% of Net Profit...
(07-07-2013, 01:24 PM)KopiKat Wrote: [ -> ]I noticed you used past tense. Went to check AR2012 plus from the first article which was dated 5-Feb-12,
I have since sold off Vicom as it has more than doubled over 2-3 years.