STOCKS FOR 2014

[MisterLim001]

just watched this cai jin show on channel 8 on Saturday night.

they said EzionHldg, Goodpack and office REITs stocks are the 'growth' stocks to look out this year. telecoms stocks would be unstable.
do you agree?

what are the stocks you would look out for?

 

[bhalimking]

Oil and gas (Ezion and Keppel) and Office Reits (Capcomm) are always in the analysts pick during economics recovery.

They are all cyclical stocks. It depends on whether you are willing to stomach the volatility.

 

[Boorseye]

STEngg, SATS, Keppel corp

 

[MisterLim001]

STEngg, SATS, Keppel corp

but SATs dividend yield like around 2.8% leh....

 

[Boorseye]

but SATs dividend yield like around 2.8% leh....

Stock Information - SATS

$0.15(past years dividend) / $3.18 (current share price) is about 4.7%.. where did you get the 2.8%? besides we are buying business therefore we are looking at longer term performances..

 

[MisterLim001]

Stock Information - SATS

$0.15(past years dividend) / $3.18 (current share price) is about 4.7%.. where did you get the 2.8%? besides we are buying business therefore we are looking at longer term performances..

sorry my bad....was looking at SGX....

what about Koh Brothers Group Limited? It keeps appearing on the news recently

 

[Dividends Warrior]

M1!!!!!

 

[MisterLim001]

M1!!!!!

why M1? not starhub or singtel?

 

[Dividends Warrior]

why M1? not starhub or singtel?

World Cup broadcast bidding war coming soon for Singtel and Starhub.

 

[MisterLim001]

World Cup broadcast bidding war coming soon for Singtel and Starhub.

how's it going to affect the stock price / financial statement of singtel and starhub?

 

[Dividends Warrior]

how's it going to affect the stock price / financial statement of singtel and starhub?

As usual, they will probably overpay for the broadcasting rights.

 

[SpinFire]

M1!!!!!

Yeah M1!

Telcos increasing charges for data, and mobile data revenue makes up almost 80% of M1's total revenue, the most as compared to green and red.

Many institutional research recommend offshore and marine also.. I'm not familiar with this field, so not sure why it's a good theme

 

[MisterLim001]

any other industries' stocks to recommend?

 

[Boorseye]

Sembcorp industries.. well diversified and they're growing in utilities biz with funds from semb marine