tag:blogger.com,1999:blog-694347154280504198.post9212287721405278108..comments2024-01-07T14:42:15.127-08:00Comments on Sanye's Investment Portfolio: Portfolio Update - 29 January 2016Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-694347154280504198.post-52293926542511065112016-02-03T17:11:12.488-08:002016-02-03T17:11:12.488-08:00Hi Elaine,
Thank you for visiting my blog. STE is...Hi Elaine,<br /><br />Thank you for visiting my blog. STE is one of the defensive stock I like very much, due to their nature of business and link to Temasek Group. <br /><br />I have bought some shares from this counter the last time when the price was beaten down. I am keeping a close look at it and when there is good opportunity to buy more I will do so.<br /><br />Yield is definitely above 5% at this price (2.7+) if the dividend remains the same as last year, which I think it will.Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-48623089500459720412016-02-03T16:34:26.494-08:002016-02-03T16:34:26.494-08:00Hi Sanye
I see ST Engineering in your portfolio -...Hi Sanye<br /><br />I see ST Engineering in your portfolio - I have just started to look at the this co thus would appreciate any insight from you. <br /><br />It has been beaten down badly in the last few days. Yield should be above 5%! Have you added or is it on your radar? <br /><br />Many thanks in advance! Elainehttps://www.blogger.com/profile/08652894159077859434noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-78961184214604645752016-02-01T17:22:10.044-08:002016-02-01T17:22:10.044-08:00Hi Jason,
Sing Investment & Finance Ltd has a...Hi Jason,<br /><br />Sing Investment & Finance Ltd has always been in my portfolio. I like it for its steady dividend pay-out. Its price has been moving downwards in the last few days. Now the yield is above 5%. <br /><br />It's PB ratio is also below 1. The PE number is comparable with other finance companies. I still think that its a good counter to hold for long term. It is just because there are so many other choices at the moment that I have not added it.<br />Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-23033319742956936072016-02-01T17:02:57.374-08:002016-02-01T17:02:57.374-08:00Hi B,
I have been adding DBS and OCBC regularly t...Hi B,<br /><br />I have been adding DBS and OCBC regularly through scrip dividend scheme. So when this time the priority went to SPH. :)Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-32820074246150874512016-02-01T09:49:59.509-08:002016-02-01T09:49:59.509-08:00Hi Sanye,
Can share with us if finance co...Hi Sanye,<br /> Can share with us if finance company will be good to hold for long term? For instance, note Sing investments & Finance Limited is in your portfolio on and off occasionally. <br /><br />You have share with us earlier that it is good time to accmulate bank shares how about finance company, are there anything you feel positive to look out for. The dividend and vitals look stable. Is PE=17 a good ratio in your opinion?<br /><br />Jason<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-87476238394265425222016-02-01T06:05:23.536-08:002016-02-01T06:05:23.536-08:00Good stuff Sanye.
I knew you were going to add SP...Good stuff Sanye.<br /><br />I knew you were going to add SPH and probably OCBC when it goes down :)Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.comtag:blogger.com,1999:blog-694347154280504198.post-10428920208015424782016-01-31T17:35:08.296-08:002016-01-31T17:35:08.296-08:00I think I should qualify it. Of course there is, a...I think I should qualify it. Of course there is, and there will be some dividend cut from companies, e.g. Keppel Corp. My dividend income did not drop partly due to investment I made last year. <br /><br />In this volatile market time, we just have to sit tight and ride through the volatility. Meanwhile, continue to collect dividend and reinvest them. Sanye ◎ 三页https://www.blogger.com/profile/10864265445567780610noreply@blogger.com