Singtel 4%

Posted on Sun, 07/Mar/2021Wed, 19/Jan/2022 by tiger40490

SGAPY on OTC, not as liquid as on SGX
🙂 dividend maintained through 2020.. CDY 4.5%.. https://www.morningstar.com/stocks/pinx/sgapy/dividends
.. https://seekingalpha.com/symbol/SGAPY/dividends/history shows div + price chart
🙂 small quantum
https://www.wsj.com/market-data/quotes/SG/XSES/Z74/research-ratings shows analysts positive, with price buffer

— why depressed valuation

https://www.ig.com/sg/news-and-trade-ideas/singtel-share-price-lingers-at-decade-lows-on-cloudy-dividend-vi-201203 has some explanations

https://www.businesstimes.com.sg/companies-markets/singtel-hits-12-year-low-amid-heavy-trading

TAK 4%: long-term decline

Posted on Mon, 08/Feb/2021Fri, 07/May/2021 by tiger40490

https://www.tradingview.com/symbols/NYSE-TAK/ shows long-term decline since 2008. This is another case study of long-term decline, comparable to LFC and IMBBY

🙂 4% CDY. Increased through 2020. https://www.nasdaq.com/market-activity/stocks/tak/dividend-history
https://money.usnews.com/investing/dividends/slideshows/best-pharmaceutical-stocks-to-buy-for-income?slide=9
60B. based in Japan, biggest pharma in Asia.. good diversification
🙂 analysts positive.. target price mid Apr $23

CRBP 0% eg@speculative buy

Posted on Thu, 09/Apr/2020Sat, 22/Jan/2022 by tiger40490

🙁 no div … This is the twilight zone of my system.
🙁 unknown bio stock. bought in Apr 2020 around $5.
Went up to $9… so I was right in my stock-pick
Then collapsed to $2 in Sep 2020

Because my system discourages babysitting my 100+ stocks, this kind of thing does happen. Luckily, following rules of my system , I bought small.

MRNA 0%: eg@good news all baked-in

Posted on Wed, 08/Apr/2020Sat, 22/Jan/2022 by tiger40490

🙁 should have bought fractional, just as Baba, Twitter, Blink and BeyondMeat
🙁 no div
🙁 volatile
without checking analyst targets, I decided to buy right after SG announced approval, but in hindsight, I guess such approvals and expected approvals were already baked-in.

The hype around the companies should serve as a reminder that those who travel on the most successful investment paths don’t pay attention to the flashing lights from advertisements along the way, and neither should we.

LFC 中国保险: decline since 2007 despite analysts

Posted on Fri, 03/Apr/2020Wed, 21/Jul/2021 by tiger40490

near 15Y-low.. A case study of either long-term decline or undervaluation. Gary pointed out a common feature among some Chinese stocks — slow decline from the 2007 peak. I guess it’s rare to find a well-known China stock bucking the trend of long-term decline.

12M down
https://finance.yahoo.com/news/china-life-lfc-great-value-165004399.html
2 analysts all positive (ignore the rbh rating)… tgt Apr $26 ! …. but the stock fell steadily 🙁
🙂 listed on NYSE, not pink sheet.. Higher liquidity
probably the biggest insurer in China
P/E = 8, kinda undervalued
div maintained through 2020. CDY 4% lower than other China financials. https://www.nasdaq.com/market-activity/stocks/lfc/dividend-history
divD because of lower CDY than banks + long-term decline.

IMBBY: controversial div stock

Posted on Fri, 03/Apr/2020Mon, 10/May/2021 by tiger40490

🙁 price trend? 5Y trend down
🙂 10% CDY
🙂 div maintained through 2020 — https://ycharts.com/companies/IMBBY/dividend
🙂 analyst rating high. Tgt $26 https://www.wsj.com/market-data/quotes/IMBBY/research-ratings
One of the biggest stocks in LSE, part of FTSE 100… world’s #4 largest tobacco company

https://www.kiplinger.com/investing/stocks/602578/european-dividend-aristocrats-international-stocks is a Apr 2021 update

Not highly correlated with SP500, so long-term growth trend (strongest in US large-cap than anywhere else) is non-existent.

Can you buy-n-hold this stock?

If not, then was it a mistake to buy on dividend alone?

dTanbinvest

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