Investment Talk

[silversurfer2012]

I'm sorry. I meant books not balance sheets. Open for discussions my simplistic views might be wrong. Perhaps you can help me understand how feasible is it for a company whose cost of dividends is higher than net profit, continue to maintain their dividends...

 

Please look at the FCF it generates to pay the dividends, quaterly dividend stands at $86M, QOQ 2010 generated $109.8M, QOQ 2011 generated $139.5M, more than enough to pay the $86M in dividends base on $0.05 quaterly dividend. Cash at hand is at $0.16 per share too.

[Throttle]

Aiyoh, you all sound like taking some school examination or paper.

 

When the Market drips, it drips, none of these numbers will even be considered.

Sometimes it's just to keep the notion of an educated bet alive and for various reasons the jobs of analysts and economists and the whole system intact.

 

We're in a CASINO lest anyone doesnt know...

 

talking about that, I'm down about a brand new Scirocco already. boo hoo hoo.... hang in there fellas

[iknowuwanthislah]

Aiyoh, you all sound like taking some school examination or paper.

 

When the Market drips, it drips, none of these numbers will even be considered.

Sometimes it's just to keep the notion of an educated bet alive and for various reasons the jobs of analysts and economists and the whole system intact.

 

We're in a CASINO lest anyone doesnt know...

 

talking about that, I'm down about a brand new Scirocco already. boo hoo hoo.... hang in there fellas

 

thats true.. casino...

 

thought you are looking to change a more "family-oriented" car?

haha

[silversurfer2012]

I beg to differ on starhub, I look at their bal sheets, I just can't fathom how they actually continue paying dividends. Rather try M1. Can take a look at Kep T&T too if the illiquid stock tickles your fancy..

 

Defensive and high yield, I opt for QAF, Dairy farms or perhaps cerebos, with the last one's price alittle on the high side already.

 

QAF and Cerebos you mentioned are naturally defensive as its the food industry. But Dairy Farm? You serious? DairyFarm 900 US$?

[Throttle]

thats true.. casino...

 

thought you are looking to change a more "family-oriented" car?

haha

 

Brother, I already changed to a more family oriented car.

From a 630i to a CLS350

 

I said I'm down about a brand new Scirocco already , meaning my paper losses is already about $130k....

you misread it to mean that i bought a Scirocco? haha

[iknowuwanthislah]

yea.. i misread, as you bot a sirrocco.. haha. .

my bad. .

[silversurfer2012]

I suggest to you guys to hedge your position with put warrents, those without position can do selective shorting on sectors such as oil and gas and transport. Avoid shorting banks for now. Good luck!

[Throttle]

yea.. i misread, as you bot a sirrocco.. haha. .

my bad. .

 

jhaha,

 

my kids are not of driving age and my wife doesnt need a hatchback

and I dont have a 20something yr old girlfren

so I have absolutely no reason to buy a Scirocco

 

haha

[joekia]

I long call warrants today.. Looks like we're on opposite side of the fence..

[joekia]

Please look at the FCF it generates to pay the dividends, quaterly dividend stands at $86M, QOQ 2010 generated $109.8M, QOQ 2011 generated $139.5M, more than enough to pay the $86M in dividends base on $0.05 quaterly dividend. Cash at hand is at $0.16 per share too.

 

Sorry, I'm not a pro in this. But do you have any idea where the FCF is generated from? and QOQ 10 and QOQ11 you're comparing which QOQ of 10 and which QOQ 11? so i can have a clearer picture and I can pluck the correct figures out.

 

I'm very elementary on this. Please bare with me. Like I said, if a company earns $100 million profits and payout $130million dividends. Generally it doesn't make sense to me.

[joekia]

Further to add Silversurfer,

 

It's open for discussions ya. No need to be overly defensive. We're not right all the time, which is why I never ever recommend others to buy anything. All my views are what I would buy for my own risk appetite only.

 

Throttle,

 

With 1 over billion turnover daily, this is the biggest gambling den in Singapore.

[silversurfer2012]

Im a intra-day trader, so as long as i get it right for that day, its good enough for me. Im just really worried for those with exposed positions, moody might just jump on the downgrading bandwagon and this might cause further sell-offs.

 

Long call warrants also can la.. just make sure to check the expiry dates..

[silversurfer2012]

Sorry, I'm not a pro in this. But do you have any idea where the FCF is generated from? and QOQ 10 and QOQ11 you're comparing which QOQ of 10 and which QOQ 11? so i can have a clearer picture and I can pluck the correct figures out.

 

I'm very elementary on this. Please bare with me. Like I said, if a company earns $100 million profits and payout $130million dividends. Generally it doesn't make sense to me.

 

No la.. not defensive la.. information sharing only..

 

Take a look at their recent P&L, just below the net profit part you will see "Free Cash Flow". 2Q i mean.

[Throttle]

No la.. not defensive la.. information sharing only..

 

Take a look at their recent P&L, just below the net profit part you will see "Free Cash Flow". 2Q i mean.

 

 

thats the difference

 

Traders are traders.

non traders are non traders.

 

while we may look at the same things, our views can be vastly different becos of opposing styles and objectives. especially since you do intraday. we intra year or intra 5 yrs.... very different. hahahaha

 

market off its lows already.

breath well for National day.

a day of red and white

red pool of blood and pale face of white ...hahahahaha

[joekia]

Ya.. I saw.. But it's weird coz we do not know what they lumped into the calculation of the FCF.

 

Not scared moody downgrade US scared. The faster they downgrade the better. At least there's closure.

[joekia]

thats the difference

 

Traders are traders.

non traders are non traders.

 

while we may look at the same things, our views can be vastly different becos of opposing styles and objectives. especially since you do intraday. we intra year or intra 5 yrs.... very different. hahahaha

 

market off its lows already.

breath well for National day.

a day of red and white

red pool of blood and pale face of white ...hahahahaha

 

Off low my ass.. I'm still licking wounds from Cland.. rebound lasted 30 mins nia.

[silversurfer2012]

Ya.. I saw.. But it's weird coz we do not know what they lumped into the calculation of the FCF.

 

Not scared moody downgrade US scared. The faster they downgrade the better. At least there's closure.

 

Hmm... i think u are abit confused between FCF and Net profit, they are both different calculations and some investors prefer looking at FCF as they are harder to manipulate. You can google up to find more information regarding FCF. Good luck in your trades!

 

Today was a major setback for spore market, with the sti dropping below the key support of 2920 and no further catalyst in sight, bears would still rule the day unless US can do a major rebound tonight and hopefully STI would rally back to recapture the 2920 mark.

[silversurfer2012]

Cland getting lower by the day with no rebound in sight, CEO refuses to do share buy-back to enhance shareholder's value. I forgot the exact words but he was against the idea of share buy-back as its not a good use of capital. I would then wonder why OCBC has been doing share buy-backs this year and last year.

[joekia]

Hmm... i think u are abit confused between FCF and Net profit, they are both different calculations and some investors prefer looking at FCF as they are harder to manipulate. You can google up to find more information regarding FCF. Good luck in your trades!

 

Today was a major setback for spore market, with the sti dropping below the key support of 2920 and no further catalyst in sight, bears would still rule the day unless US can do a major rebound tonight and hopefully STI would rally back to recapture the 2920 mark.

 

 

 

Theory i understand FCF. but in practical sense, people look at FCF usually when the net profits seem dubious, in this case, i rather look at net profits.

 

My theory is the market's pretty oversold, look at the vol of fri and today, hven seen volume like this since the 2007 bull run...

[joekia]

But alas, over the holiday, if france gets downgrade too, another blood bath on wed.. Another buying opportunity...

[Throttle]

Silversurfer, so you stop full time trading?

[silversurfer2012]

Hmm.... still trading full time but in a different capacity.

[Throttle]

Hmm.... still trading full time but in a different capacity.

 

i see, likewise except i dont exactly trade.

i invest, plan, coordinate, structure, build and devise and orchestrate.

 

heheh

[silversurfer2012]

i see, likewise except i dont exactly trade.

i invest, plan, coordinate, structure, build and devise and orchestrate.

 

heheh

 

Nice to know that.. so we are pretty much in the same line then..

[silversurfer2012]

Some market updates...

 

Hong Kong markets panic sell in early trade today and even went below the 18,000 mark, that is 1500 points drop. It has since rebounded to drop -700 to -800.

 

Yesterday HSI closing did a bullish 'hammer' and that might indicate a technical rebound might happen soon. Wouldnt be surprise if today it close green.

 

ASX turn green and Nikkei is off its day low.

 

HSI drop more than 1500 points and now pair so of the losses. currently at -830

 

SSE turn flat after dropping more than 90 points.

 

DJI futures also rebounding and currently stands at -140, earlier was -300

 

Things are starting to turn positive. Good luck to you all.