tag:blogger.com,1999:blog-694347154280504198.post3972862834950215726..comments2024-01-07T14:42:15.127-08:00Comments on Sanye's Investment Portfolio: Portfolio Update - 29 February 2016Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-694347154280504198.post-16617629537720771092016-03-09T20:43:01.178-08:002016-03-09T20:43:01.178-08:00Hi Yoland King,
I will slow down the injecting of...Hi Yoland King,<br /><br />I will slow down the injecting of cash a little as compared to last year, now that the STI has recovered to above 2,800, I will take a "break" to build up my war chest. I will strike when there are good opportunities.<br /><br />If the shares prices turn south again, then the shopping will begin again. LOL.Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-489115764174005552016-03-08T23:25:13.949-08:002016-03-08T23:25:13.949-08:00hi sanye,
no worries. will visit you regularly.
...hi sanye,<br /><br />no worries. will visit you regularly.<br /><br />keep building your porffolio.<br /><br />U still injecting funds actively for this year?cookiehttps://www.blogger.com/profile/13479843455509178396noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-32049140059649789042016-03-06T17:12:39.031-08:002016-03-06T17:12:39.031-08:00Hi Jason,
I like both SingTel and Starhub. I do h...Hi Jason,<br /><br />I like both SingTel and Starhub. I do have some SingTel shares but only a few lots. So it does not get into my top 30 list.<br /><br />I bought Starhub during the last GFC with very low price (<$2). Since then it has delivered dividend without fail and there is no reason not to keep it.<br /><br />I am not overly concerned about their DOE, as they have the strength to pay down their debt if they want to. <br /><br />For the impending competition with the 4th Telco, I think SingTel and Starhub will not be affected very much. SingTel due to their overseas exposure and Starhub their Cable TV business. In my humble opinion M1 may be the one that will face more challenge. Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-29326687355181629252016-03-06T17:01:50.585-08:002016-03-06T17:01:50.585-08:00Hi Yoland King aka Low Paul,
Yes I noticed that y...Hi Yoland King aka Low Paul,<br /><br />Yes I noticed that you have disabled the comment from your blog. Now there is less chance to communicate with you and get your opinion. :)Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-79028612306855138182016-03-06T09:52:31.220-08:002016-03-06T09:52:31.220-08:00Hi Sanye,
Noted that Starhub have been in ...Hi Sanye,<br /> Noted that Starhub have been in the middle of the portfolio for quite some times, can share with us the reason to keep this counter instead of Singtel and M1? Especially with higher PB value of 31 as compared to Singtel of 2.4 and M1 5 respectively. <br /><br />I noticed starhub offer consistent dividend for 20 cents per share per year, in you opinion are they able to sustain it since their DOE is much higher as at 366, especially with borrowing getting more expensive.<br /><br />Also now with more competitions in your opinion which teleco do you think will benefit/implicated in the process and it is good time to buy their shares?<br /><br />Jason<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-68028586636356184192016-03-04T03:42:37.570-08:002016-03-04T03:42:37.570-08:00hi sanye,
nice portfolio and dividends as usual.
...hi sanye,<br /><br />nice portfolio and dividends as usual.<br /><br />for safety reasons, i also decided not to reveal my portfolio size. <br /><br />haha, i even disabled comments...<br /><br />cookiehttps://www.blogger.com/profile/13479843455509178396noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-80952506774390724522016-03-02T17:34:25.789-08:002016-03-02T17:34:25.789-08:00Hi N,
I have stopped disclosing the size of my in...Hi N,<br /><br />I have stopped disclosing the size of my investment portfolio on advice from a fellow blogger. Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-84461122307717237142016-03-01T22:10:27.556-08:002016-03-01T22:10:27.556-08:00Hi Sanye,
Is it possible you make known the tota...Hi Sanye, <br /><br />Is it possible you make known the total amount you have injected into your current portfolio thus far?<br /><br />Regards<br />NAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-64961161331991566692016-03-01T17:05:29.389-08:002016-03-01T17:05:29.389-08:00Hi TFS,
Yes I have shifted my focus to dividend p...Hi TFS,<br /><br />Yes I have shifted my focus to dividend paying stocks in my portfolio, since I am approaching my retirement age.<br /><br />The dividend received per month are fairly consistent year-on-year. Of course they are not "equal" every month. There are months with higher dividend and other months with lower dividend. If you check my port on December 2015 update, you will see the pattern.<br /><br />Cheers!Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-64178496469546582002016-03-01T04:38:32.428-08:002016-03-01T04:38:32.428-08:00Hi Sanye,
That's a lot of dividends for the m...Hi Sanye,<br /><br />That's a lot of dividends for the month of Feb 2016. Do you have a focus on dividend-paying stocks in your portfolio? Is the dividends received per month fairly consistent for your portfolio?<br /><br /><br />Cheers,<br />TFSAnonymousnoreply@blogger.com