Down there props sell like hotcakes, some locations price same par with klcc area (for condo to condo comparison) really siaw liau .......

I have no comment against those focus on dividends only, different people have different methodology for "investing".
I know they are aiming for passive income, which able to beat inflation, at the same time, use the passive income to re-invest, make the return compounding.

The entry price is really based on how u project the company future, and it require some instinct

For me, I locked in my gain much earlier.
Was about 90% cash end of Jan. And now I'm 100% cash. Might buy 20% to 40% after the parliament is dissolved, with the remaining cash waiting for the "unthinkable" to happen.
What's your game plan?

Dividend investing is a good strategy, for constant 'safe' growth with overall lower risk. One should not be looking at purely dividend yield only for dividend investing. Also as a dividend investor, stock price is merely a guide for entry/exit.

In my opinion, the most important factor we should look at FCF growth and dividend growth. This means that the stock is able to grow it's dividend over time at a constant albeit slower rate of growth. This strategy has benefited many investor who prefer slow and steady growth.

These stocks have the capacity to ride the ups and downs of the market, as we can ignore the price as long as we are satisfied the dividends keep increasing year on year at a rate higher than inflation. These are truly long term holdings... IF you buy at the right price. 

I still think that for a dividend investor, they should look at the yield instead of growth, let say set a benchmark of 6% and select from the list.

Which stock you already sai lang? Mind to share?

Dow Jones is not a constantly growing stocks.. laggard stocks are usually removed and better stocks put into the Dow Jones index. Over the years the Dow Jones index has probably changed more stocks constituents than you change underwear... A lot of the stocks in the creating of the index is no longer then, either bankrupt or merged out.

Then what is the main factor?

You very free, go and compile a list of companies with increasing dividend/EPS year after year for 5 years list and 10 years list.

This list will be the ultimate dividend investing guide.

I always want to do but not free as you...

Emm.. since you free, go do some research so all of us can make money mar including you...

Here we lack dividend investing resources... all we have is yield. 

You have symptoms of a disease....

It's called value investor disease... i have it too.   

Another not so nice for this disease is 'kiasu' disease...

P/S It's not cureable.....

Investor too much money, don't know where to put.. at least 5% is higher than FD wat.. so everyone dump their money there.

If interest rate goes up... then 'jialat' to reits....

For you very special stock. Guarantee to earn lots of money one! Go ahead and sai lang!

REIT behave like bonds due to it's constant yield. But behave like stock if economy in trouble...

Now people is willing to pay for 5% yield in REIT over 3% in FD. The 200 bps higher is for the risk premium.

If FD becomes 4%, people will then demand 6% yield in REIT, so what happen to REIT price? 

why not compile year 1 & 2... then do your due diligence, then hoping that year 3, 4, 5, etc will be like that . if after year 5 then too late lio ma . 

my screen shows me that DLADY has 3 straight quarters of uptrend in earnings still . 

some others ->

AEON, AEONCR, ARMADA, ARREIT, ATLAN, GAMUDA, HAPSENG, HSL, KOSSAN, LMCEMNT, MEDIA, PBBANK, SPSETIA, SUPERMX

Since you free... why don't compile the info then.... 1 list for 5 years straight eps/div increases and another list for 10 year...

Don't forget your UTUSAN ha...

BTW Hapseng is selling at PE 8 with DY 6%... 

I usually buy after dividend payout.

Thursday March 14, 2013
CIMB highlights the smaller counters, with MyEG its top pick

PETALING JAYA: A handful of small cap stocks like My E.G. Services Bhd, Cypark Resources Bhd and Daibochi Plastic and Packaging Industry Bhd, are highlighted in a report by CIMB Research for reasons ranging from their defensive nature to decent dividend yields and the fact that they are considered “cheap”.

The research house also had “outperform” calls on HELP International Corp Bhd, Perisai Petroleum Teknologi Bhd, Tomypak Holdings Bhd and Xinquan International Sports Holdings Ltd.

It said the FBM Small Cap Index (SCI) had outperformed the FBM KL Composite Index (KLCI) year-to-date, a sign that the sector had discounted the most of the political risks last year.

“Our small-cap universe is trading at 7.7 times calendar year 2013 price-to-earnings (P/E), or a 48% discount to KLCI's 14.9 times. The sector usually trades at 25% to 45% discounts to the KLCI,” it added.

My E.G. Services Bhd (MyEG) emerged as CIMB Research's top pick among small caps and in the technology sector due to its defensive and recurring-income business but had underperformed SCI.

“Its recent underperformance was mainly related to general elections concerns, we feel.

“Whether or not the ruling coalition stays in power, we believe MyEG's concessions are here to stay,” said CIMB Research, adding that MyEG's capital expenditure was fully-funded by the company.

The research firm valued MyEG's target price at RM1.34 as it expected the counter to outperform the benchmark broad market.

As the only pure renewable-energy listed company in Asean and a proxy for Malaysia's mission of lowering carbon emissions by 40% from 2005 to 2020, Cypark was also an “outperform” while it also offered attractive dividend yields, according to CIMB Research.

The research house pointed out that catalysts for the counter were higher renewable-energy electricity sales and the signing of its 25-year waste-management concession in Negeri Sembilan.

CIMB Research's target price for Cypark was RM2.82 based on sum-of-parts valuation.

The research house liked Daibochi due to its 25% improved capacity by end-2013 following its expansion plans.

“Higher-than-expected exports and potentially strong sales of its new 2-layer films could catalyse the stock,” the research firm noted. Its target price is RM2.90.

Meanwhile, the research unit was bullish on HELP International's long-term outlook, with the opening of a new international school and new university campus and backed by its strong asset base.

The education group's target price of RM2.52 was unchanged at a 10% discount to “our revised net asset value,” according to CIMB Research.

For oil and gas small caps, Perisai was its top pick, with 2014 market target of 13.3 times P/E or target price of RM1.63.

The firm also said Tomypak was cheap against peers with attractive dividend yields of 6% to 7% and estimated a target price of RM2.90, which was 7.4 times 2014 P/E.

The research house anticipated China stocks on the local bourse to catch up with Chinese equity markets after the general election as Chinese equities market had rallied strongly.

“This should benefit Xingquan, which continues to trade below its RM1.13 net cash per share,” it said.