Hi newbie here
Anyone investing in dividend stocks?
What would you invest in now?
Reits?
Business trust like rickmers?
Or private equity holding like transpac?
Thank you
K1 ventures is more private equity than Transpac.
Transpac was really dumb to sell Alibaba GROUP stake to Yahoo back in early 2000s.
would have made even more money than Hsu Fu Chi or Neon Neon divestments combined.
That is speaking from hindsight. At the point in time, if it had met their investment objectives and exited, there is nothing wrong. In any case, early 2000s is a difficult time for IT investments. You have a bubble and a burst back in 2001.
(02-08-2013, 01:55 PM)LionFlyer Wrote: [ -> ]That is speaking from hindsight. At the point in time, if it had met their investment objectives and exited, there is nothing wrong. In any case, early 2000s is a difficult time for IT investments. You have a bubble and a burst back in 2001.
Fully agree... On the same vein, Jerry Yang ought to have accepted the Microsoft offer for US$33/share in Yahoo in '08 as he'd have been able to easily buy back from the open market at less than half the price a few months later....
Let's not be overly focussed on hindsight, so much so that we get drowned and are unable to move forward, for fear of making wrong decisions (when viewed later, on hindsight)...
As for the original question, it really depends on the individual stock, be it REIT, Trust,... or any others. You have to analyse it and see if there're any other merits/demerits, besides the yield.
There should be enough stocks in SGX for most people to build their dividend portfolio, either concentrate in a few, or diversify over many. I personally own 20 over counters of over different type of industry and capitalization, giving around 5% dividend based on current price on the portfolio.
Go dig dig dig into the companies reports, read read read the threads here. That will definitely help you to construct your own portfolio. Don't copy, as you will likely not comfortable with it.
(02-08-2013, 01:55 PM)LionFlyer Wrote: [ -> ]That is speaking from hindsight. At the point in time, if it had met their investment objectives and exited, there is nothing wrong. In any case, early 2000s is a difficult time for IT investments. You have a bubble and a burst back in 2001.
No. I asked kin chan at Transpac at 2006 or 2007 AGM why they go sell alibaba. Said something like yahoo was buying so all VCs exit.
Sianz. My 5 baggers dream went up in smoke.
I prefer telcos and REITs......
look for stocks with good cash flow and no debt
there are many small cap stocks in sgx that pay solid 5-10% yields and have no debt, just research hard enough will do ^_^
I prefer:
Predictable earnings, competitive advantage, FCF and yields based on long historical data.
Normally, IPO Companies may not have gone through the financial storms.
Those that have gone through the 2008 Global Financial Crisis and doing well based on data from 2007 to present quarter are still good except a few such as Otto Marine.
One is Super Group (formerly Super Coffeemix) and another is Starhub.
Thanks for your replies,
also edragon for sharing supergroup and star hub. So far I have reits, sp ausnet, Transpac, venture, maybe good to add other industries that pays good dividends to its investors.