tag:blogger.com,1999:blog-17708300.post6840713006526088382..comments2023-10-25T21:25:46.183+08:00Comments on Where is Ze Moola: Them LOW PE Chinese Shoe Stocks AgainUnknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-17708300.post-11633855903085255112012-02-15T22:18:34.570+08:002012-02-15T22:18:34.570+08:00XDL, pretty unbelievable
IOI Property, that is an...XDL, pretty unbelievable<br /><br />IOI Property, that is an old one, yes, I know the story.... <br /><br />Just heard from somebody who is still holding on to them, so no mandatory acquisition.M.A. Windhttps://www.blogger.com/profile/16833927103193297126noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-4487393122818810372012-02-14T10:02:28.661+08:002012-02-14T10:02:28.661+08:00I would always, always try to leave out the PE fir...I would always, always try to leave out the PE first.<br /><br />Why? The P and the E, they are not a constant.<br /><br />Price changes.<br /><br />And the E is so complicated. You can have current earnings, trailing earnings and of course the ESTIMATED earnings.<br /><br />Ok, the question you asked 'if the company pays you a generous dividend .... '<br /><br />well, my thinking is simple. Dividends means a form of return on my investment. If I pay say 400 bucks for my invesment, and I can get 20 bucks as dividends, then I know I am getting a yield of 5% from my investment. <br /><br />Now since this is common stocks and as you know, common stocks are risky in nature, I would have to consider if it makes sense to 'get/collect' this 5% return of investment. Or perhaps is there a better return of investment elsewehere?<br /><br />And last but not least, the sustainability or the probability of me to continue to receive the same investment yield the next couple of years.<br /><br />I would not want to invest and get 5% yield the first year and then see it diminish to 3% the next year.<br /><br />Now the sustainability or the probability to receive the same yield depends on few factors. Such as..<br /><br />1. Is the company profits increasing?<br />2. Can we contiune to trust in the management to maintain such a dividend payout strategy?Moolahhttps://www.blogger.com/profile/16837745401820976707noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-20072848687881263442012-02-14T09:43:44.938+08:002012-02-14T09:43:44.938+08:00Thanks for the alert! Lesson learn here, common ya...Thanks for the alert! Lesson learn here, common yardstick can never be reliable used for China company. Again the saying, if it is too good to be true...So extra care are so needed when looking at these China company. Having say that, doesn't it mean that when they really generously pay you the dividends, then we can now consider these so call low PE stock so as not to miss the boat? Appreciate more comment, thanks.khathttps://www.blogger.com/profile/06280915682454508457noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-91086910697433802452012-02-14T09:32:33.564+08:002012-02-14T09:32:33.564+08:00Did you note the circus created by XDL recently?
...Did you note the circus created by XDL recently?<br /><br />Refer <a href="http://whereiszemoola.blogspot.com/search/label/XDL" rel="nofollow">XDL</a><br /><br />When it was done and dusted.... XDL proposed a placement and rights issue!<br /><br />Incredible!<br /><br />For a company that was having so much cash .... they complained they were frustrated with their share price.... and to solve it... they do a placement and rights issue!<br /><br />ps: Did you see the post on <a href="http://whereiszemoola.blogspot.com/2012/02/ioi-wants-your-money-again-by-relisting.html" rel="nofollow"> IOI might list its property arm again? </a>Moolahhttps://www.blogger.com/profile/16837745401820976707noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-29348994821420049062012-02-14T09:24:47.690+08:002012-02-14T09:24:47.690+08:00I am scared they have a deal with banks, one day b...I am scared they have a deal with banks, one day before quarterly reporting bring in the cash, one day later gone again. No risk for the bank, and a small fee for the service.<br /><br />Sales, could be with "friendly" parties.<br /><br />If these companies would really be doing so well, they would pay good dividends and buyback their shares.<br /><br />Time will tell.M.A. Windhttps://www.blogger.com/profile/16833927103193297126noreply@blogger.com