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 High Dividend Counters, Better than putting in FD

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darkknight81
post Dec 7 2008, 08:45 PM

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QUOTE(panasonic88 @ Dec 7 2008, 07:00 PM)
Stocktube blog about Carlsberg (dividend stock):

you'd be surprised when figures/digits talk:

If somehow you inherited 1,000 Carlsberg shares in 1971 and you had keep it under your pillow all these years till now, your initial 1,000 shares would have ballooned to 33,750 shares assuming you’ve subscribed to the rights issue in 1973. Long story short, the initial investment of RM1,500 would grow to RM118,125 based on today’s closing price of RM3.50 a share excluding the RM179,569 in cumulative gross dividend received since 1971 to 2007. Technically you are a millionaire if you have 4,000 shares back in 1971.

Source: http://stocktube.blogspot.com/2008/12/divi...-carlsberg.html
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Wow !!!!!!!!!!7875% sweat.gif

You make me recall an articles i read before

http://ytlcommunity.com/commnews/shownews.asp?newsid=42379

Those who invested in ytl corp 23 years ago and keep until today will get 7000%


darkknight81
post Dec 7 2008, 09:36 PM

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QUOTE(cherroy @ Dec 7 2008, 10:31 PM)
Actually it is identical across on good fundamental stocks.

That's why I repeated advice people to invest on good fundamental stocks, as over the long term, it is those stocks are making one wealthy and gain significantly without one actually notice.

Once you had gain through this kind of stocks, you don't bother about goreng stocks anymore. As goreng stocks make one tension and worry about the market all the time, eye needs to constantly monitor how the stock moves, while those good stocks you can buy and forget about it and sleep well every night.

For me, goreng is more about looking for fun only.
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Yup 100%. Once i retire i will trade for fun everyday tongue.gif I do agree trading is quite fun laugh.gif

I think trading is fun when you have the :

1. time

2. extra cash


Added on December 7, 2008, 9:39 pm
QUOTE(panasonic88 @ Dec 7 2008, 10:36 PM)
yalor, when we talk about "long term", it means 20 to 30 years time (based on the Carlsberg & YTL articles).

wow, 30 years later, i'd be 50 years+ jor.
i wonder would my shares make me become a millionaire by then tongue.gif
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I personally think enter reits for long term will be quite profitable maybe after next 10 years. Seeing the price of reits dropping tremendously and remember it is a newly lauched at 2005. The potential is there wink.gif

This post has been edited by darkknight81: Dec 7 2008, 09:39 PM
darkknight81
post Dec 7 2008, 10:50 PM

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QUOTE(kmarc @ Dec 7 2008, 11:42 PM)
I browsed through this whole thread from page 1 shocking.gif  blink.gif  shocking.gif as I'm interested to get some more long-term high dividend stocks....

Here's a rough list of what our forumers have recommended. What do you guys think? Any new changes?

Maybulk
BJTOTO
AXIS
ATRIUM REIT
Genting (probably not in the near future?)
PBBANK
SIME (probably not?)
AMWAY
BAT
Guiness (but stock prices decreasing gradually from 2007!)
Calsberg (but stock prices ALSO decreasing gradually from 2007!)
Jtinter
Apollo (stock prices never drop, even recently)
Panamy
Star
Digi
Uchi Tech
LPI
Yilai
YTLPOWER
Maybank (probably not?)

Gonna do some research on their stock prices later.....  cry.gif
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genting from last time till now is never a dividend stock
darkknight81
post Jan 16 2009, 12:37 PM

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Anyone IS panamy holder? The dividend look very attractive drool.gif
But the price is really solid like rock....beliv the coming recession should have great impact on panamy

This post has been edited by darkknight81: Jan 16 2009, 12:39 PM
darkknight81
post Jan 16 2009, 04:24 PM

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QUOTE(cherroy @ Jan 16 2009, 04:15 PM)
Me got since 7-8 years ago.

Constantly dividend is around 50 cents final + interim 15 cents, special dividen always come in around 50 cents also, so make it annually around RM 1.15.

The company is holding about RM 6-7 cash per share.

It is an electrical appliance company.

Why you said so, that it has great impact on the company? Mind to share.
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Wow so your entry price should be around RM 6.00 - RM 7.00. Good yield.
It is panasonic actually right? So with coming recession will the sales drop?

Interested in this counter biggrin.gif

If can drop till RM 8.00 really attractive wor... but actually at current price also very attractive already compare to other dividend stock like... nestle, bat....

This post has been edited by darkknight81: Jan 16 2009, 05:07 PM
darkknight81
post Jan 31 2009, 08:23 PM

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Can we summarized a list of high dividend counter with DY greater than 5%. I will put in my list and pls add in the list for our reference.

AXREIT
QCAPITA
ATRIUM
STARHILL
YTL POWER
JTINTER
AMWAY
BAT
NESTLE
CALRSBERG
PANAMY
PUBLIC BANK
TANJONG
GUINESS
BERJAYA SPORT TOTO
LPI


Pls feel free to add on this list notworthy.gif hunting for dividend counter now sweat.gif

This post has been edited by darkknight81: Jan 31 2009, 08:25 PM
darkknight81
post Feb 1 2009, 04:06 PM

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QUOTE(SKY 1809 @ Jan 31 2009, 09:47 PM)
5% less tax is no much better than FD mah. FDs are Govt guaranteed, right ? Not worth the risk, lah.

Share price could go down further if there is a depression, leh . 5% div could become super low then.

Added on January 31, 2009, 9:15 pm

Proton is better than Toyota bcos  it is selling at higher price than Toyota ( before  adding all the taxes.)

Malaysia sure boleh one. biggrin.gif
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FD now is below 3% after the recent interest rates cut ...Thats y want to list out dividend counter then only can decide which one is better laugh.gif
darkknight81
post Feb 2 2009, 08:03 AM

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QUOTE(Kamen Rider @ Feb 1 2009, 10:13 PM)
Of all the above, my portfolio picks based on my priority will be below:
BAT
YTL-POWER
PBBANK

of course, the entry price will be as low as possible.....

smile.gif
PANAMY , heard that recently if not mistaken, they closed some plants, am i right? So in this down turn, ppl will cut down spending on consumer products, so what do u think???
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Panamy past dividend yield is about 10 - 11%... so let say the net profit cut down by half you still can get 5% yield... but i am waiting for the price to come down too

How about NCB?
darkknight81
post Feb 3 2009, 08:15 AM

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[quote=ooyah98,Feb 2 2009, 02:31 PM]
[quote=Kamen Rider,Feb 1 2009, 09:13 PM]
Of all the above, my portfolio picks based on my priority will be below:
BAT
YTL-POWER
PBBANK

of course, the entry price will be as low as possible.....
-----------------------------------------------------------
darkknight
I can see you are more interested in 'super blue" chips. Understandably this a better strategy at such turbulence time.

How about small cap? below company, Zhulian recently come to my attention,
"KUALA LUMPUR: Zhulian Corp Bhd's net profit rose 26.6% to RM74.7 million in its financial year ended Dec 31, 2008 (FY08) from RM59 million in FY07 on the back of a 38% increase in revenue to RM303.6 million from RM220.5 million.
Basic earnings per share stood at 21.65 sen from 18.05 sen previously. The multi-level marketing company declared a fourth interim single-tier dividend of three sen per share, totalling RM10.35 million, payable on March 10. "
[Source: http://www.theedgedaily.com/cms/content.js...fc0400-d21caf1d]
You see, biz is difficult for everyone now but this Zhulian still continue enjoy great net profit margin (>25%).
Some more has a cash pile of >100m! (abt 1.5yrs net profit!). At RM0.945, DY 3senx4= RM0.12, PER=4.4 only & DIY= 12.7%!

MLM with chinese man mngt, local factory produce buatan malaysia but seems has good brand & appeal to 'malay" market. Sells to Indonesia, Thailand & S'pore. The company seems built on a winning biz model, could be a good alternative to AMWAY or HAIO?

Hi all,
Anyone here study the company [Zhulian] fundamentals? Much appreciate your sharing & comments! icon_question.gif

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[/quote]

I don know how much more the stock price may go down especially some of the small cap and growth stocks. So i will prefer to buy some dividend stocks to have some income instead of holding those counters who din give dividend and wait for them to rebound for the next few years or maybe 5 years...

I am waiting for the reits especially axreits to go down. Besides calsberg is not bad either...

This post has been edited by darkknight81: Feb 3 2009, 08:17 AM
darkknight81
post Feb 10 2009, 08:00 PM

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QUOTE(mikenji @ Feb 9 2009, 10:44 PM)
Bros ,

Would like to share my 2 cents ,
Buying Blue chips with high dividend yield should be 1 of the best op.

Those Klci stocks has been bashed down 50 - 60% .
Same goes to the few Blue chips ....

For those blue chips to grow back from RM4 to RM6 ... it is not a hard thing ,,,,

e.g. Genting at RM3.6 , once the Genting International opens at 2010 , the price wont be this anymore ....

RM4 , RM5 , perhaps more .... those forecast has to be recalculate .
For the current mean time if market goes against us further ,,,, blue chip is always blue chip .. they will yiled to us dividend ... when market bounce back ,, we get 2 ways of income ... CAPITAL GAIN and DIVIDEND YIELD ....

Rather than we place our bets in tho middle / small cap companies ... high rish hig hreturn .. but anytime it can go bust ... out from Bursa ... Look at liqua , kosmo ,ekran , just to name a few ....

If u r betting the next blue chip , then Gpacket or airasia might be in our radar ... with the current situation they cant yields to you dividend as they are expanding .... it is very depending on our risk tolerance ... =)

High risk , high return mah ... but must buy fundamental companies lol with great CEO ...

i will go for YTLP at 1.7 and his ytlp-wb at 0.58 (leveraging)= Cash is king , Francis Yeoh is keeping his cash back this 2 years and only go for shopping spree end of last year ...

Cheers
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Genting share price go up or down will much more depends on the profitability ... it is a business world... if the new casino cannot bring profit to genting group then you think the share price can go up? Just to raise up that in current economy situation don hope for it to go up ... for long term should be alright as singapore now they start to concentrate more on tourism sector should be good potential in future....Should keep this stock in my watch list.

darkknight81
post Mar 7 2009, 08:55 PM

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QUOTE(bmw118 @ Mar 6 2009, 05:12 PM)
so, two sifu there, which one  will give best dividen with low investment?

i am going to buy all the blue chip share. need all the sifu advice.

can we get 10% next year if invest today?
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You must remember when you invest the risk is always there... There are no such things as you can surely get 10% return .....We got to see either the company can still maintain their profit ...
darkknight81
post May 15 2009, 04:09 PM

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Planning to buy some panamy for long term for its good yield... but one concern is... will the low price electrical appliance from china for example gree reduce the profit margin of panamy? pls advice
darkknight81
post May 15 2009, 04:16 PM

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QUOTE(cherroy @ May 15 2009, 05:13 PM)
People now already known the quality of those China appliances. So market segment is different and potential and targetted customer is also different.

They are not competiting head to head now as consumers had more experience on those cheap appliances.
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Thanks sifu notworthy.gif one more thing is do panamy export its product to other countries? As i know products name panasonic is under panamy but how about the products national ? Is it imported from japan or locally made?
darkknight81
post May 15 2009, 04:30 PM

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QUOTE(panasonic88 @ May 15 2009, 05:25 PM)
today i am queueing for panamy at 10.80. but unlikely to get it.
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Pana don queue so high ler biggrin.gif My target is RM 10.60 AND BELOW
darkknight81
post May 15 2009, 10:38 PM

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QUOTE(virtualgay @ May 15 2009, 10:39 PM)
Price seem like on the high side for PANAMY la...
If the were to offer a split then would be good la...
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....nothing to do with this lar my frend tongue.gif

You must understand that after split ... the dps and eps will be diluted as well

eg. now RM 10.90... DIVIDEND 90 sen

after split from 1 to 2.... RM 5.45 the dividends become 45 sen ...SO is the same..

the company fundamental does not change....just that the amount of share in the market become double...what i want is that the share price can come down so that i can get higher dividend yield......

i am more concern on the % return of my investment....

Cherroy.... just now i went to look for air cond.... the tauke told me the panasonic air cond nowadays got so many problems.... just like the washing machine last time which they source from thailand.....i heard that panasonic products quality not as good as last time .... what is your view on this? as i worry it may affect it futures earnings and their DY...

This post has been edited by darkknight81: May 15 2009, 10:41 PM
darkknight81
post May 16 2009, 02:15 AM

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QUOTE(panasonic88 @ May 16 2009, 12:05 AM)
for the past 3 years, panamy is so generous on their dividend + special dividend, one can expect a RM1.00 DIV around May/June, and another 15 sens on Q3.

i wonder will they repeat the same pattern.
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That is the point ....sustainability of the dividend...

If you take a look at the financial report...

DPS

2004 60 sen
2005 200 sen
2006 115 sen
2007 115 sen
2008 115 sen For the dividend side yes i can say it is quite constant so far but how about in future?


EPS

2004 94 sen
2005 -5 sen
2006 59 sen
2007 77 sen
2008 87 sen
Problem is here... EPS is lower than DPS.... SUSTAINABILITY is not there....We need EPS to be higher than DPS for long term dividend sustainability....you cannot keep on paying more to the shareholder than what you actually earn...


Net asset per share

2004 RM 11.96
2005 RM 11.48
2006 RM 10.63
2007 RM 10.24
2008 RM 9.96

Net asset keep decreasing i beliv is due to asset depreciation and also due to the "too generous" dividend payout like what i said paying more to the shareholder than what they actually earn.....

Export (MILLION)

2004 RM 389
2005 RM 359
2006 RM 322
2007 RM 274
2008 RM 278

In conclusion... how long can they sustain their DPS of RM 1.15 PER SHARE?

This post has been edited by darkknight81: May 16 2009, 02:17 AM
darkknight81
post May 16 2009, 07:43 PM

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QUOTE(cherroy @ May 16 2009, 10:55 AM)
They can't, sustainability dividend is around or average 50-80 cents based on their EPS.

That's why they have interim + final dividend = 50 cents consistently. That's why company stated the term "special" dividend.

Still it is a steady dividend counter based on the low point or sustainability dividend of 50 cents which yield about 5%.
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Yup... kind of disappointed...after doing some research... as i am hunting for dividend counter which can at least giving DY more than 8% for long term...
darkknight81
post May 16 2009, 07:47 PM

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QUOTE(virtualgay @ May 16 2009, 03:31 AM)
just to add on.. the volume is very low for this counter la...
i think is very hard to buy or even sell cause is like snail.. or worst than snail...
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lol before you add on.. pls try to understand what we actually discuss about... we are discuss regarding the long term sustainability of panamy in terms of its DY... not the trading volume .... not how much it will appreciate in future
darkknight81
post May 18 2009, 03:29 PM

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QUOTE(cherroy @ May 18 2009, 04:19 PM)
Panamy once people don't want to trade, then whole day will be the same.

But there is always got tomorrow.
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After considering through the weekend... prefer axreit or qcapita ... waiting for axreit to reach RM 1.30 and below... this time will not make the same mistake like last time.. i will buy as much as i can this time biggrin.gif
darkknight81
post May 20 2009, 04:31 PM

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QUOTE(panasonic88 @ May 20 2009, 05:21 PM)
taikor, i've jumped in for Qc. tongue.gif

panamy ... i give up. price too stubborn. doesnt want to chase high liao.
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Qcapita is one of my target too... either axreit or qcapita.... but so far have not enter yet

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