TFSL 5% community bank #up to $40

CNQ(CAN) 4% midstream #up to $40

  • analyst positive. tgt $41 https://money.cnn.com/quote/forecast/forecast.html?symb=cnq
  • div through 2020. CDY 4% https://www.macrotrends.net/stocks/charts/cnq/canadian-natural-resources/dividend-yield-history
  • .. Kiplinger says 19Y of div increases
  • 12M up; 3M up then down;
  • ๐Ÿ™ Canadian div tax
  • ๐Ÿ™‚ existing position in deep black, well above water
  • fractional possible
  • $40B established

TRP(CAN) 5% midstream

  • analyst positive. tgt $56 https://money.cnn.com/quote/forecast/forecast.html?symb=trp
  • div maintained through 2020. CDY 5%. https://www.macrotrends.net/stocks/charts/TRP/tc-energy/dividend-yield-history
  • .. Beware ! Nasdaq.com is incorrect.
  • fractional possible
  • 3M up then down; 12M/5Y zigzag
  • ๐Ÿ™ Canadian div tax
  • $50B established

STWD 10% #top up $50 done!

  • ๐Ÿ™‚ bought low
  • ๐Ÿ™‚ CDY 8% maintainedย  through 2020.
  • ๐Ÿ™‚ div long-term? no cut since 2013. https://www.marketbeat.com/stocks/NYSE/stwd/dividend/
  • ๐Ÿ™‚ analyst 100% tgt $26
  • 5Y slight up
  • See https://www.fool.com/investing/2020/12/28/scoop-up-10-highest-yielding-dividend-stocks-2020/
  • $6B mid-cap

Singtel 4%

  • SGAPY on OTC, not as liquid as on SGX
  • ๐Ÿ™‚ 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
  • ๐Ÿ™‚ 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

GAIN 6% #boutique $40..70

STOR #$60 #Buffett’s pick

  • price chart? 12M nearly recovered
  • ๐Ÿ™‚ div increased through 2020. CDY 4%
  • https://www.nasdaq.com/market-activity/stocks/stor/dividend-history
  • $8B established
  • analyst no-sell
  • ๐Ÿ™‚ Buffett owns 9.6% of STOR

https://www.kiplinger.com/investing/reits/601792/high-yield-reits-to-buy-for-big-income claimsย “This is a dividend you can trust, too, given an extremely conservative payout ratio averaging 70% of FFO over the past five years.”

CICHY/BACHY/ ACGBY/IDCBY #mega banks

Let’s pick one stock to divest.

China banks are perceived as safe investments by the international ibanks and commercial banks. These investors are in the same business (banking), so logically any weakness in China banks are more scrutinized by these sophisticated and informed (not insider) investors.ย These foreign institutions buy China bank shares at deep discounts to the trading price, and hold for years. As of 2010,

  • Temasek owned 6% of CCB (China Construction Bank), 4.1% of BOC.
  • GS owned 3.9% of ICBC
  • collectively, foreign institutional investors owned 5.1% of ICBC, 18.6% of BoCom (Bank of Communications), 20% of CMB (China Merchant Bank)

— BACHY i.e. BOC i.e. B@China, 1@6 stated banks

  • ๐Ÿ™‚ div maintained through 2020. CDY 8% higher than IDCBY. https://www.morningstar.com/stocks/pinx/bachy/dividends
  • price trend? 12M falling
  • small quantum
  • ๐Ÿ™‚ Analyst no-sell. https://www.wsj.com/market-data/quotes/BACHY/research-ratings

— ACGBY i.e. ๅ†œไธš้“ถ่กŒ 1@6 stated banks

  • div maintained through 2020. CDY 7% . https://www.morningstar.com/stocks/pinx/acgby/dividends
  • price trend? 12M no trend
  • small quantum
  • ๐Ÿ™‚ analyst? positive. https://www.wsj.com/market-data/quotes/ACGBY/research-ratings

— CICHY i.e. CCB ๅปบ่ฎพ้“ถ่กŒ 1@6 stated banks

  • very small but positive return
  • div maintained in 2020. CDY 5.5%.ย https://www.morningstar.com/stocks/pinx/cichy/dividends
  • price trend? 12M no trend
  • analysts positive.. https://www.wsj.com/market-data/quotes/CICHY/research-ratings
  • ๐Ÿ™‚ small quantum

— IDCBY i.e. ICBC ๅทฅๅ•† 1@6 stated banks

  • I paid $26 for 2 shares.
  • div maintained through 2020. CDY 6% https://www.investing.com/equities/industrial-commercial-bank-of-china-dividends
  • established $300B
  • price trend OK
  • no analysts, so buy up to $50
  • .. if price go up after my first buy, then don’t buy more at higher price.
  • t_divC because of political risk.

— BCMXY i.e. BoCom ไบค้€š้“ถ่กŒ 1@6 stated banks.ย Not available on Rbh
— PSTVY i.e. ้‚ฎๆ”ฟ้“ถ่กŒ 1@6 stated banks. Not available on Rbh