Dividend Stocks to recommend

[ksteosin]

Hi,

Any recommendation of dividend stocks to recommendl?
Thanks in advance.

 

[Perisher]

UOB
DBS
Singtel
ComfortDelgro
Starhub
Keppel DC
CMT
SATS
ARA
STE
Plife Reit

Not advocating any single one strongly but those are pretty good to be considered.

 

[limster]

Most of the shares mentioned by Perisher are in this list too (easier to repost than to type out the list of shares )

 

[OngHuatHuat]

Sheng Siong and religare health trust.

 

[Bedokian]

Some REITs, some STI components, some corporate bonds and the STI ETF (for local).

Overseas - AAPL, SPY and VEA ETF (vested)

You could also add in some small and mid cap counters, but as a dividend newbie, try not to go into this first.

 

[hogrider88]

How abt UMS? Anyone recommend this share? Dividend like a high too..

 

[dork32]

why are you posting 2009 data? do you have something more current. the price of everything look so cheap, especially after the 2008 crash

 

[wahkao3]

go for those where the risk is low and the returns are high

 

[Jazzbie]

why are you posting 2009 data? do you have something more current. the price of everything look so cheap, especially after the 2008 crash

Haha yeah. Eyes open big big when I first saw DBS at 7% yield, then saw the share price after that.

A real feast for bargain hunters then.

 

[limster]

Haha yeah. Eyes open big big when I first saw DBS at 7% yield, then saw the share price after that.

A real feast for bargain hunters then.

Current Dividend yield according to: http://dividends.com.au/safe-dividend-shares#skip

ANZ: 8.58%
Westpac: 8.17%
Commonwealth Bank: 7.31%
NAB: 8.62%

Telstra: 6.81%
Woolworths: 7.16%

usual disclaimer: pls read up on capital raising by the banks.

 

[neanea]

Most of the shares mentioned by Perisher are in this list too (easier to repost than to type out the list of shares )

Wheee did you get this from?

 

[micromousez]

Wheee did you get this from?

i think i saw before from either "Small change" or "$how me the money part 2" book...
Editor from Business Time and Straits Time

 

[oceanicmanta]

A good reference in this article
https://limkimtong.wordpress.com/2015/08/13/dividend-yielding-stocks/

 

[SpeedingBullet]

Current Dividend yield according to: http://dividends.com.au/safe-dividend-shares#skip

ANZ: 8.58%
Westpac: 8.17%
Commonwealth Bank: 7.31%
NAB: 8.62%

Telstra: 6.81%
Woolworths: 7.16%

usual disclaimer: pls read up on capital raising by the banks.

FX risk is high cos AUD is heavily correlated with China's economy and commodity prices.

There's a reason why OZ banks yield so high- future weakness

RBA is lowering i/r (as opposed to the Fed), and that's very bad news for banks, their NIMs would be crushed. And recently there was a huge capital raising (i think $5bio) by an aussie bank.

Also don't forget OZ stocks have 15% dividend withholding tax.

 

[Perisher]

I'm interested and think the AUD/Aussie market risk is worth taking a shot but what do I know. I'm not clear of the impact of commodities/china/aud but if one wants to invest, they would have to catch up on all that.

Anyway, the time to exchange into AUD is not now but near as I looked back their 10 year history
http://www.xe.com/currencycharts/?from=SGD&to=AUD&view=10Y

and here their 20 year history
http://www.exfin.com/historical-forex-aud

The time to hit the buy button is when AUD hits below 1. And to be on the safe side, below 0.95. From the chart, it seems AUD has fallen to GFC crisis level and I doubt it will fall much further... My doubt has no basis other than historical price at crisis level.

From what I understand unlike Msia, Australia doesn't suffer from that kind of corruption but rather market forces of commodities. If that's the case and fear is in the market, that's where I like to seek safe big counters to get rewards from.
My primary concern is

1) using SCB or IB because the spread is ridiculous using SCB and I'm already taking a hit the minute I do the exchange using SCB.

2)There is (Always) possibility of catching a falling knife too so DYODD.

3) Another thing I lack here is the knowledge of the Aussie market. From the list given by limster, I don't recognise much if any counter. Is there any Seeking Alpha type of guide to the Aussie market?

Having considered the above 3 concerns, I think I would be better off buying a Ireland domicile USD based Aussie ETF,
https://www.ishares.com/uk/individu...australia-ucits-etf?siteEntryPassthrough=true
Would this be the right one?

 

[limster]

3) Another thing I lack here is the knowledge of the Aussie market. From the list given by limster, I don't recognise much if any counter. Is there any Seeking Alpha type of guide to the Aussie market?
https://www.ishares.com/uk/individu...australia-ucits-etf?siteEntryPassthrough=true
Would this be the right one?

The Big 4 Aussie banks are way bigger in market cap compared to SG banks and are part of the holdings of most ETFs that hold Aussie stocks.

Have a look at ishares: CPXJ (US$), CPJ1 (GBP) and their top holdings. Lower TER , more diversified. Yes it holds Singapore shares, but it holds them at a lower TER than STI ETF

Blue chip shares (with Market Cap larger than SG blue chips) with attractive yields (even if 15% withheld) across the board. I won't say they are at 'must buy' levels because of a variety of risks (eg: capital raising, forex risk), but to me its 'start to buy some' and DCA if it goes down.

 

[Perisher]

I won't say they are at 'must buy' levels because of a variety of risks (eg: capital raising, forex risk), but to me its 'start to buy some' and DCA if it goes down.

Same idea here. Thank for the information. Which brokerage are you using to buy and are you buying CPXJ or CPJ1?

 

[limster]

Same idea here. Thank for the information. Which brokerage are you using to buy and are you buying CPXJ or CPJ1?

Long story cut short. I am buying both CPJ1 (GBP) and VDPX (US$) using IB.

I do not like to buy at the market maker's offer price so I key it some lower amount. Which means that if fill, it will be by some other investor selling. So I have no problems keying in simultaneous order for CPXJ/CPJ1 but most likely CPJ1 will get filled... if CPXJ filled then good lah.