as a value stocks, 5.7% div yield are enough for me in the coming three years. sjm has 24b net cash and strong cashflow. i think despite no short term growth, the yield can remain.
ad i said it has huge net cash and cashflow for dividend and capex; 2) the divid payout is 75%, still with 25% buffer; 3) we are talking about no growth instead of big slump in revenue. so the “if” is not very likely.
When HSBC and esprit (330) dropped from high price gradually few years ago, the div yield also looked very attractive. However, the companies cut the div later and make the yield resume "normal". What do you think ?
真心祝君好運=)
回覆刪除多謝你的關心, 880佔我組合比重很低. 目前我現金充裕, 組合任何一隻股下跌15%我都會增持.
刪除今日和市場先生以同價買入第一注。下一注我諗緊等到十倍市盈率，但有少少擔心未必有機會。
回覆刪除16.44是好價.
刪除市場先生又出擊了，我沒有分析澳賭股，可能走寶了，有時間定必要看看才行。
回覆刪除另外有點建議，會否考慮在blog內加入先生常看的blog link，這可大大加強價值投資blog的交流，你是我們的一大支柱呢。
多謝建議, 已經加入.
刪除PBxPE > 22.5
回覆刪除可以解釋用PBxPE估值背後的理念嗎?
刪除一直有留意先生的日誌，也知道先生對低本益比，資產折讓高，派息穩定公司喜愛。
回覆刪除可否點評下635？ 多謝了。
YIN
有時間會研究635.
刪除Peter: 先生會考慮金界控股 (03918)嗎?
回覆刪除此賭業股未如澳門賭業股業績衰退,現價往績股息有5.83%.由於最近澳門業賭大調整, 金界控股亦跟大市大調整, 現接近一年低位.
另外,金界控股在柬埔寨金邊市方圓200公里範圍內有獨家賭場經營權,所以競爭不如澳門大.
賭業股我暫時只會買澳門的.
刪除Support. I bought 4000 shares from 18.1 to 16.3.
回覆刪除as a value stocks, 5.7% div yield are enough for me in the coming three years. sjm has 24b net cash and strong cashflow. i think despite no short term growth, the yield can remain.
回覆刪除Peter: If the net profit reduce a lot, how can you sure the yield can be 5.7% (although the yield is 6.40% today)?
刪除ad i said it has huge net cash and cashflow for dividend and capex; 2) the divid payout is 75%, still with 25% buffer; 3) we are talking about no growth instead of big slump in revenue. so the “if” is not very likely.
刪除Peter: If the net profit reduces, although it has huge net cash on hand, the dividend is very likely to be reduced. A lot of listed companies do this.
刪除880可入第三注,越跌越買 !
回覆刪除15.2已經買入第3注.
刪除Peter: 現時不要買, 今日(9/25)再跌2.945% 至15.16. 可能現價已超值, 但不表示不會再跌, 特別這段時間豪賭當黑,不知底在哪. 我會當股價橫行一段時間再看看.
回覆刪除價值投資人士總會在發現某企業超值時買入, 越跌越開心因為可以用更底價錢入多D. 是否再跌不是買入時考慮的重點.
刪除重點應放在880是否真的超值, 如果想再安心點就分幾注入貨越跌越買. 到某日體現價值時就再分段賣. 無需要估底而且也不太可能成功估底.
來自馬交的KEN
KEN, 同意.
刪除作者已經移除這則留言。
回覆刪除資產值4元的股票用15元買,好野!
回覆刪除澳博賺錢主要不是靠資產, 所以不適合用PB.
刪除yes. 掉返轉有些工業股pb等一倍或以下，但無咩賺錢能力，又有咩用？況且，個book包括工廠房，機器要黎有咩用？零售股無咩asset，pb可以去到10倍，大家都係睇佢賺錢能力同增長速度.....投資asset play，先睇pb，仲係睇變現能力....所以用pb睇賭股，唔係咁合適
刪除When HSBC and esprit (330) dropped from high price gradually few years ago, the div yield also looked very attractive. However, the companies cut the div later and make the yield resume "normal". What do you think ?
回覆刪除RL
賭業對社會有甚麼貢獻? 應否該賺那麼多公錢? 與基督教又有否相牽違背? 幾張賭枱難度真的值那麼多錢? 竟然能追上擁有碼頭, 地產等基礎建設的和黃及長江? 值得大家反思
回覆刪除買股票關基督教咩事呢?
刪除市場先生
回覆刪除請問有考慮持有880多久嗎？有目標價位嗎？
謝謝
作者已經移除這則留言。
回覆刪除今年派息應該每股有0.9元, 現價10.72元, 息率有8.4%, 就算明年派息跌到0.7元, 息率都有6.5%, 應該可以守下.
刪除作者已經移除這則留言。
刪除其實你平均價12.3元的澳博風險不大, 無需賣出. 事實上, 我星期五也在11.02元加碼買多一注.
刪除請問買入800而無買入1128永利澳門的原因是??
回覆刪除睇返今年頭4個月澳門收入約200億，對比2011年相似，約派息7%，無本經營，而壞消息盡出時買一注底貨，而下跌空間有限，如跌到5元，則有14%，賭博由古至今，相信長做長有，而各大賭場來年都有新賭場落成，有助提升及引力，我都希望佢跌到5元
回覆刪除另外我相信今次大牛市無佢份玩，應有幾次低位，約一年時間俾大家入市
回覆刪除It rebound sharply these days!
回覆刪除