NOTE: I owned shares of the below mentioned counters, and hence have my biases and ulterior motives for writing this post (Evil laughs) 1) UOBKayhian1H earning beats 2020 earnings. UOBkayhian biggest earning segment is trading commission. SGX trading volume and value for the last 11 months beats 2020 (11 months)US market is seeing new high, Thailand trading volume and value for the last 11 months are also significantly higher than 2020.If the 50% payout holds (which is the case for many years), there is a high probability that dividends will exceed last year 9.5 cents. (1H EPS is already 11 cents.)2) Hotung 2020 EPS is 5.42 NT$, and 1H 2021 EPS is already 3.28NT$2021 there is frequent share buybacks, and this is NOT a yearly occurernce2021 there are 2 vested compan

 I read an BT article on 5 investment pitfalls. I thought I blog about it to crystallize my thoughts. I hope I will be able to illustrate the various points made by the author with my own examples."If something is too good to be true, it probably is" I wonder what is considered "too good to be true"? Dividends yield of more than 10%? I remember I used to own APTT, LMRT, Sabana Reit and even SPH at $3.6. Most of them have yield around 10%. except SPH.Even suspended Qingmei gave an yield of 15% for me, once. I think there is big difference here between trailing yield and future yield. Looking back, buying counters with trailing yield of around 10% or more usually does more harm than good to my portfolio. There are indeed years where I harvest the above 10% yield, but it is not

Less than a year ago, after a screening process, I highlight 4 companieshttps://sillyinvestor.blogspot.com/2020/05/company-prospecting-process-maxi-cash.htmlOf the 4 companies, Maxi-cash, Muti-chem, Hotung, and Overseas Family education,I only invested in Hotung. Maxi-cash and Muti-Chem gives capital gain of 50% and 70% had in invested in them, and Hotung, just 15%, excluding dividends. What went wrong? I think I have current yield bias, and aversion to company with high loan to equity ratio. Could I have done better? I am not sure. I guess missing out on gains is better than holding on to losses.I predicted improving dividends for 3 counters in blogpost herehttps://sillyinvestor.blogspot.com/2020/12/merry-chiristmas-here-are-3-companies.htmlOf the three, YZJ kept is earnings int

Recently, I have started looking around for other potential high dividend yielding stocks with good liquidity and profitability for inclusion into my future equities portfolio. The strategy is to sell off some of the stocks/REITs position that I maybe overly concentrated (such as Lendlease REIT) once their prices increases over the next 1-2 years (it is only a matter of time the covid vaccination succeed in lifting the devastating full/partial economic lockdown in different countries)  so as to embark onto further diversification- the ideal situation is not to have more than S$50K in any stocks going forward as I figured out that is the maximum permanent capital loss I can afford to replace or top up annually in the unfortunate event of a business failure. The top 5 potential hig

 After reading the book "Market Masters" a  few times, there are at least 2 "Masters" that swear by free cash flow yield. In fact, they both mentioned 8- 10% yield as a very attractive proposition. Hence, I did a scan of all the companies in my portfolio, excluding the reits and financial companies, and discovered several such companies. I calculated FCF yield by using 5 years average OCF minus  5 year average PPE minus 5 year Purchase of Business (If regular and significant), then divide by number of shares and then finally the price. Data drawn from FSM Screener. I gave Sembcorp Industries a miss, since it is considered a "new" business after demerger and Keppel, because its number are too volatile, for the numbers to be meaningful.They are:1) Lung Kee (HK 0255) (15%)