When I mentioned that Capitaland Retail China's 7.7% yield was attractive in my previous post, one reader rightly pointed out that it is "dangerous to buy based on yield". I cannot agree more. I hope NONE of you will go away with this idea after reading my blog that we should only look at dividend yield … Continue reading Dangerous to buy based on yield
Capitaland Retail China (CRC) at the current price is now my latest target. This conclusion is based on my evaluation of the current yield of selected Reits relative to the last 3-5 years historical yield performance. See chart below. In my "similar" post last month, I mentioned I was attracted to Starhill Global Reit (SGR) at 66.5 … Continue reading CapitaLand Retail China, my latest target!
If Warrior can do it, so can you!Regular readers of my blog will know that one of my key investment objectives is to build a portfolio that can provide 5% dividend yield annually. I try to be a bit more kia-su (i.e. afraid to lose) by adding 1% to the more convention 4% Rule. If you … Continue reading 5% Yield, I did it!
At the bottom of this post is a chart that I have made to show where the current yield of some of the SReits lies on the spectrum of their past 3-5 years historical yields. Although most of the SReits are off their recent highs, their current yields are still within the lower half of … Continue reading Starhill Global a BUY based on Historical Yields Analysis and Reversion to Mean Belief
After a hectic week of non-stop 5 consecutive nights of conference calls with my US and European colleagues, I finally found some respite now to contribute my thoughts to our blog. In between, 8 new readers have subscribed to our blog and I thank you for your support. In the last one week, our STI … Continue reading I think my plans are working out okay
Still on Hutchinson Port Holding Trust ... Based on my analysis, I concluded that at current price of US$ 0.34, HPH Trust is fully valued. A share price of US$ 0.305 will offer us a potential entry point with safety margin.Below is my full analysis leading to my conclusions. I am open to your critique … Continue reading HPH Trust @ US$ 0.305 offers safety margin
After sharing that Hutchison Port Holding Trust (HPHT) was one of the top 5 contributors to my dividend income in Q1, I received a few queries asking “Why, Why, Why??!!!” The outbursts of concerns were a surprise though not shocking. First, an intro to HPHT for some of you who may not be familiar with … Continue reading HPH Trust – 6.5% Dividend Yield, You Dare?