02-01-2015, 04:17 PM
My term cheap is relative to DJIA, not in terms of deep value investing.
I would want to wait a while to have a margin of safety in dividends in case i am forced to hold.
For the Telco and ISP in US, whoever has a deeper pocket will prevail. Much like the oil situation. Kill the smaller players and consolidate.
At $46.78 the dividend on yahoo finance shows 4.7%
i am looking at least 5% and above
[Image: cg60bNC.png?1]
I would want to wait a while to have a margin of safety in dividends in case i am forced to hold.
For the Telco and ISP in US, whoever has a deeper pocket will prevail. Much like the oil situation. Kill the smaller players and consolidate.
At $46.78 the dividend on yahoo finance shows 4.7%
i am looking at least 5% and above
[Image: cg60bNC.png?1]