My 4 Key Ideas for 2018 and Beyond

These 4 positions is where I put most of my money on for the year 2017, they are my long term bets for 2018 and beyond
I believe that their valuations are still fair for entry despite this bull market

$ThaiBev(Y92.SI)
I believe earnings growth will explode again post thai king mourning.
The biz is very cash generative and the recent acquisitions will further help push earnings growth.
3% dividends + 5-8% long term earnings growth for total 8-11% expected long term returns

$SingTel(Z74.SI)
Solid decade track record of same or higher dividends, I believe I am getting close to 5% yield with long term dividend growth of around 3% for a solid and stable 8% long term total returns
ST is very diversified so I am not too fearful of the 4th telco's entry

$ComfortDelGro(C52.SI)
Even without the taxi biz, I believe their remaining biz will be able to maintain the 10 cent dividends payout for a solid 5% yield. I expect 2017 and 2018 earnings to be down by single digits, followed by growth resuming again in 2019 onward.
I expect a 5% yield and long term 3-5% earnings growth in their public transport segment (bus/train) for long term returns of 8-10%
do note that my valuation model conservatively puts their taxi biz as zero value

$Sheng Siong(OV8.SI)
I believe SS still has room to grow towards 50 stores in singapore, followed by their expansion into china market. I am expecting 4% dividends + 4-8% long term earnings growth for a total expected return of around 8-12%.

So far my strategy has been to look for solid companies with over 5-10 years track record of earnings and dividends. I often set a min return requirement of 8%, so therefore most if not all of my picks I aim for 8-10% returns or higher in the long run.
So far over the last decade plus I have made a XIRR of around 12%, so I intend to continue my current strategy of quality companies for long term ^^

As the market goes higher and in 2018 we are likely to see an even higher index... I probably wouldn't be doing anymore buying next year. I am done shopping and I'll be patiently riding this bull while rebalancng at times into some cash.

Do note that I am vested in all 4 counters and my views are strongly biased, please do your own due diligence before following the same bet.

Cheers

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73 likes 146 comments
RetiredYoungMan

added 10,000 TB today to bring my total position to 60,000
TB is now my top position cheers

Sporeshare

Reply to @RetiredOldMan : I Thnk Long term should see the benefit . Short term high debts , lower profit .

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RetiredYoungMan

added 10,000 more shares of SS today ^_^
total now 40,000
looking to bring it to 50,000 if it goes even lower

RetiredYoungMan

Reply to @matthewang : so far redmart and amazon these online players only taking 2% of the market share, 98% of groceries still bought physically from shop

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RetiredYoungMan

SS pulling back a bit, 90 and 92 cents level seems decent for accumulation, i looking to add more ^_^

limraymond

Reply to @RetiredOldMan : I see the bottoming is near but as it is Dec side way movement i always there. Just look out for heavy selling.

RetiredYoungMan

must see if CDG can reach 2.00 and hold above that level, if so would be a healthy sign

if still below 2.00 means traders still uncertain

RetiredYoungMan

CDG up 3-4%, i think the bottom is likely over

RetiredYoungMan

Reply to @seba240698 : if buy not scared
if scared dun buy

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eugenetavano

Singtel will disappoint!

limchris8

Reply to @eugenetavano : For near term, Singtel is upward trend. Recently, there is a worldwide re-rating of Telcos. That is why there is a spillover to Singtel. Currently it is trading with CD. When the Hill Street Telecom Bldg is finally sold, it should add to Singtel profits. I no longer have Singtel. I am merely talking about facts. No need to reply to me. It is too tedious for me to see too many threads. Cheers!

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matthewang

Reply to @matthewang : ST Huat ah!!! SH Huat ah!!!! SS not so huat.....

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limraymond

Reply to @thamwk : Market weak due to banking stock correction and the div in Singtel does provide the reason to be vested, the next resistance will be 3.85.

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Hachiko

CDG 1.93 now! Insiders sure know something?

tansoonchai

Reply to @Hachiko : Maybe 1.85 tmr , nobody will know..
1.80 is my base line, might grab some in between along the way. Feel no hurry for entry as the trend should be downwards for some period

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tansoonchai

Can share average price you are vested in?

tansoonchai

Reply to @RetiredOldMan : Haha fully understand your feelings

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RetiredYoungMan started a poll

Please feel free to Rate my Portfolio A to D grade

portfolio size about 300k
basically I am getting 4.5%+ yield with hopes of some long term capital gains
I hope to get 8% or better long term returns

dividend stocks are in telcos/transports/reits
$SingTel(Z74.SI) $ComfortDelGro(C52.SI) $CapitaMall Trust(C38U.SI) $Mapletree Com Tr(N2IU.SI)

growth stocks are in banks and consumer related
$DBS(D05.SI) $OCBC Bank(O39.SI) $ThaiBev(Y92.SI) $Sheng Siong(OV8.SI)

Cheers ^_^

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A grade
24 votes
B grade
33 votes
C grade
15 votes
D grade
11 votes
83 votes
7 days left to vote
Unvote
Attachment(s):
RetiredYoungMan started a poll

Please feel free to Rate my Portfolio A to D grade

portfolio size about 300k
basically I am getting 4.5%+ yield with hopes of some long term capital gains
I hope to get 8% or better long term returns

dividend stocks are in telcos/transports/reits
$SingTel(Z74.SI) $ComfortDelGro(C52.SI) $CapitaMall Trust(C38U.SI) $Mapletree Com Tr(N2IU.SI)

growth stocks are in banks and consumer related
$DBS(D05.SI) $OCBC Bank(O39.SI) $ThaiBev(Y92.SI) $Sheng Siong(OV8.SI)

Cheers ^_^

Read more
A grade
24 votes
B grade
33 votes
C grade
15 votes
D grade
11 votes
83 votes
7 days left to vote
Unvote
Attachment(s):
RetiredYoungMan started a poll

Please feel free to Rate my Portfolio A to D grade

portfolio size about 300k
basically I am getting 4.5%+ yield with hopes of some long term capital gains
I hope to get 8% or better long term returns

dividend stocks are in telcos/transports/reits
$SingTel(Z74.SI) $ComfortDelGro(C52.SI) $CapitaMall Trust(C38U.SI) $Mapletree Com Tr(N2IU.SI)

growth stocks are in banks and consumer related
$DBS(D05.SI) $OCBC Bank(O39.SI) $ThaiBev(Y92.SI) $Sheng Siong(OV8.SI)

Cheers ^_^

Read more
A grade
24 votes
B grade
33 votes
C grade
15 votes
D grade
11 votes
83 votes
7 days left to vote
Unvote
Attachment(s):
RetiredYoungMan started a poll

Please feel free to Rate my Portfolio A to D grade

portfolio size about 300k
basically I am getting 4.5%+ yield with hopes of some long term capital gains
I hope to get 8% or better long term returns

dividend stocks are in telcos/transports/reits
$SingTel(Z74.SI) $ComfortDelGro(C52.SI) $CapitaMall Trust(C38U.SI) $Mapletree Com Tr(N2IU.SI)

growth stocks are in banks and consumer related
$DBS(D05.SI) $OCBC Bank(O39.SI) $ThaiBev(Y92.SI) $Sheng Siong(OV8.SI)

Cheers ^_^

Read more
A grade
24 votes
B grade
33 votes
C grade
15 votes
D grade
11 votes
83 votes
7 days left to vote
Unvote
Attachment(s):
Expiry:
Target Price
$1.0
(+8.70%)
NOW:

I expect solid 2017 full year results, with a slight increase in dividends
I expect SS to hit 1.00 by mid of 2018
I wish to TP 10,000 shares and reduce to 50,000 if 1.00 level is reached
cheers

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