Prepare to buy! What stocks....

StewardLittle
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10 years 9 months ago #14818 by StewardLittle

Replied by StewardLittle on topic Prepare to buy! What stocks....

By focusing too much on P/B or RNAV, one can fall into a value trap and have his capital stuck in for a long long time.

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paullow
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10 years 9 months ago #14820 by paullow

Replied by paullow on topic Prepare to buy! What stocks....

totally agree.

which is why my selection criteria includes PE<10 and yield 4-8% and increasing dividends over the past decade.

So that even if really value not unlocked, I would expect capital gains plus dividend gain if vested over mid-long term plus option of compounding dividends

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Big Fish
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10 years 9 months ago #14823 by Big Fish

Replied by Big Fish on topic Prepare to buy! What stocks....

StewardLittle wrote: By focusing too much on P/B or RNAV, one can fall into a value trap and have his capital stuck in for a long long time.

Steward: I know what you are saying. Value traps indeed are a pain, but they are only apparent on hindsight. I may pick a stock that is undervalued but I would not know if it's a value trap until significant time has passed. Therefore, it's difficult to say that if buying a stock on discount to RNAV is buying into a potential value trap. Buying such a stock could also turn out to be a significant boost to one's capital gain. It's all crystal clear after the fact. But it's never clear when you look ahead .

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Joes
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10 years 9 months ago #15042 by Joes

Replied by Joes on topic Prepare to buy! What stocks....

Hiap Hoe. Grossly undervalued at 76 cents vis-a-vis its RNAV of S$1.20 or so.

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Rich
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10 years 9 months ago - 10 years 9 months ago #15365 by Rich

Replied by Rich on topic Prepare to buy! What stocks....

KSH Holdings is looking fine to me. The Gaobeidan Township that KSH is building in China is a massive project. Look out for how things unfold as this would be a very proiftable stream for many years.

by the way, Friend's friend attended the AGM at Furama yesterday and complained about the food -- carrot cake tastes bland, the fried mee is cheaper quality than what you can get at hawker centre! The property developer who got standard is Hiap Hoe. After AGM (in 2012), "everyone, you are invited to the hotel's buffet!" That's how well they treat shareholders.

Last edit: 10 years 9 months ago by Rich.

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pine
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10 years 9 months ago #15374 by pine

Replied by pine on topic Prepare to buy! What stocks....

DEUTSCHE BANK JULY 25 2013: "There appears to be growing investor interest in ST Engineering for its stable operations (about 40% defence and 20-30% government related contracts), positive cashflows, robust balance sheet (net cash), record high order book, healthy returns (>30% ROEs) and attractive
dividends (90% payout)."

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