Above the latest REIT closing price as at 2/3/2010.
As one should know by now, dividend play an important role in cushioning your share price, it is also serving as a good catalyst driven the share price up when a good result is announced with better dividend payout. Refer to my previous posting for dividend here and assessing REITs here.
Another important factor is “timing”. Yes, the date for REITs dividends to be paid. It is utmost important that any good result couple with higher dividend will somehow spur some excitement on share price. All REITs have a tendency to pay 90% of it net profit to shareholder as dividend or other may call it income distribution in which I find it very attractive, thus, it is worth taking a closer look if one were to opt for long term dividend and steady income "for living". Generally below are the dates of month that we should focus on :-
JAN Ahp, Alaqar, Arreit, Atrium, Axreit, Bsdreit, Hektar, Qcapita, Stareit, Twrreit, Uoareit
MAY AMFIRST, ATRIUM, AXREIT, HEKTAR
AUG Ahp, Alaqar, Arreit, Atrium, Axreit, Bsdreit, Hektar, Qcapita, Stareit, Twrreit, Uoareit
NOV AMFIRST, ATRIUM, AXREIT, HEKTAR
Knowing the months which draw nearer and REITs that may announce dividend, we may at least gauge when to increase or reduce our stake on them. Preferably holding most of it when the value you think is right and engaging them in long hual for its dividend. So, put a little effort there and enjoy picking your REITs and building up your wealth. Till then happy trading and couple with my favorite quote “May The Best Price be Yours”.
21 comments:
Bought back all GENM at lower price, bought at 2.71, realize two consecutive intraday small gain :)
Portfolio have also bought some keladi at 16sen, raising stake to second largest holding in portfolio
Updated portfolio + margin line
1. Pharma 71.2%
2. Keladi 36.5%
3. GENM 30.2%
3. PIE 11.8%
4. Yilai 8.7%
5. Combined total stake of kamdar, Ken, Cresbld and UPA = 4.2%
sold off all GENM at 2.72, realize transaction cost loss....
Bought back all GENM at 2.70, realize intraday gain :)
Just sold off all GENM at 2.73, realize lower transaction cost loss.
hng,
not bad manage to lower your loss.
maybe can buy back later when it soften to make intraday. :)
horse
Yes, i'll intend to do so if share on weakness to further breakeven.
Today also bought keladi at 15.5sen
bought back all GENM at 2.71, realize second round intraday gain
Yeah! Sold back all GENM at last bidding time, sold off all at 2.74, not only revert loss, but manage to record very marginal gain :)
Today, portfolio have sold off all GENM after make 3 round of intraday tradeat, sold at highest price of 2.74 in last bidding time, and manage to revert loss to record marginal gain finally :).
Sold off also all kamdar at 33-34sen, realize paper profit
Portfolio also have today increase further stake of keladi, bought at 15.5sen
Updated portfolio + margin line
1. Pharma 71.2%
2. Keladi 68.3%
3. PIE 11.8%
4. Yilai 8.7%
5. Combined total stake of Ken, Cresbld and UPA = 2.6%
Good trades on GENM mate.. :)
bought more keladi at 15.5sen
Wow! Genting SP at 85sen now, with 100% all cash in Singapore portfolio, time is ripe to start bargain hunt :)
bought first 30% stake of Genting SP at 85sen
hng,
Do you think now is time to buy GenSP? I bought GSP at 0.87 last year.
Rgds,
David
bought second batch of Genting SP at 84sen
is GENM stil having stakes in star cruise hk?
David Chan
I think Genting SP current trend is normal as once casino is open, all good news already surface, market tend to response by taking profit and share price retreat by 30-40% is still within range.
Since invest Genting SP, i've manage to record initial profit of more than 30% by selling all at $1.28-1.30, follow by re-enter market at 96-98sen and sell at 1.05-1.07, reaping another 10% profit. All of these profit already channel back to Msia to maintain initial capital in Singpaore Portfolio.
Judging from those previous experience, i'm still confident on Genting SP so long the entry price is around 80sen and should have limited further downside risk (judging from previous right-share price).
Today, manage to increase further stake of keladi at 15.5sen, sold also some Pharma at 4.40-4.42, realize paper profit. With these, Keladi has become top holding in the portfolio
Updated portfolio + margin line
1. Keladi 86.5%
2. Pharma 63.7%
3. PIE 11.8%
4. Yilai 8.7%
5. Combined total stake of Ken, Cresbld and UPA = 2.6%
Wedding Gifts, Favours, Bells
GENM still having stakes in star cruise hk, but already cut its stake to below 20%, ease to be associate company to avoid being account share of loss in its financial result
Update Singapore portfolio
Genting SP 60%, average price 84.5sen
Thanks hng, agree with u that 0.80 is GSP strong support line.
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