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Cerina Jen

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  • Abbott: New Reasons The Split Could Tank Stock [View article]
    i bought ABT because it was a diversified healthcare business, and it was undervalued.

    with the split, it loses much of its diversification, and the run up means it is no longer as undervalued as before either.

    i havent sold my position yet, but am def. considering it as the investment thesis is weakening.
    May 8 02:19 PM | 5 Likes Like |Link to Comment
  • 3 Most Attractive Dividend Opportunities Among 20 Strongest Banks In The World [View article]
    something is really messed up with your BNS yield and PE in your chart :P its def not at 49x and 150% payout unless you're counting some one time items.
    May 7 09:52 PM | Likes Like |Link to Comment
  • 5 Canadian Companies Rewarding Investors With Dividends And Buybacks [View article]
    i prefer CNI and RCI out of all these. they present the most compelling cases when taking into account both valuation and dividend growth potential.

    i like MGA and THI as well as businesses, but at current stock prices, THI seems a bit lofty and MGA's yield + growth rate isnt where i'd like it to be. i look for yield + div growth in the mid teens mainly :)

    great names overall though, and proud to be canadian!!
    Apr 9 10:52 PM | 1 Like Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 2 [View article]
    i personally dont own Apple at the moment directly, but have exposure via my company RRSP (equiv of 401k) index funds
    thank you!
    Apr 2 12:35 AM | 1 Like Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 2 [View article]
    thank you! :)
    Apr 2 12:34 AM | 1 Like Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 1 [View article]
    thank you :)
    personally i have around 6-10% per core holding, and 6 core holdings. i hope to go into more detail into how i allocate my portfolio in the future.
    Apr 2 12:33 AM | Likes Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 1 [View article]
    southern is a utility company. i didnt mean to come across as saying these picks were undervalued or anything. i just wanted to use them as examples :) if i had to pick 1 or 2 to buy right now i'd probably go with JNJ and maybe PG as being somewhat under/fair valued.

    thanks!!
    Apr 2 12:28 AM | Likes Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 2 [View article]
    hi Zach

    that is an excellent point.

    there are many businesses that will benefit from the emergence of the global middle class, definitely more than just the ones i talked about.

    in China for example (i'm just using this as an example since i have some personal experience there), there is china mobile (CHL), china unicom (CHU), china telecom (CHA). CHL is the biggest by subscriber and coverage area, but CHU has the most compatible and best 3G network with foreigners. I buy a local sim card and use china unicom's 3G service every time i am in china visiting.

    one word of caution about investing in chinese companies. the government can turn on a dime, reassign bands/networks and change your entire investment thesis. in the case of china mobile , they also force the company to use home-grown technology, thus making their network incompatible with many foreign phones (like my own galaxy s2)

    thanks for reading! :)
    Mar 31 09:19 PM | 4 Likes Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 2 [View article]
    i guess you could say i am a novice income investor :)

    unlike many of the income investors on SA, i'm relatively new, and don't have as many rules or guidelines. i generally just try to look for businesses with promising prospects that are valued attractively.

    most of my investments do pay dividends, but i do not use an auto-reinvestment plan. i just let them build up along with new funds and then buy something that is attractively valued.
    Mar 31 09:05 PM | 2 Likes Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 2 [View article]
    thank your for the encouraging comments Dave
    i will try to make time to write more articles :)
    Mar 31 08:59 PM | 1 Like Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 1 [View article]
    thank you :)
    Mar 31 08:52 PM | Likes Like |Link to Comment
  • Building A Portfolio From Core Positions, Part 1 [View article]
    thank you for the kind comment!
    i dont have a lot of time to write, but i will try to make time for it :)

    i agree that many defensive names are not undervalued currently. my reason for choosing them for the article was because they are big and well known to everyone

    as the blog i am helping with progresses, more in depth topics will be discussed. i hope to learn much from comments from here as well as my friend's writings, as i'm still young and relatively inexperienced!

    thanks!
    Mar 31 08:52 PM | Likes Like |Link to Comment
  • How Is Dividend Growth Investing Like Rental Property Investing? [View article]
    i totally agree that the 2 are very similar. the main differences to me are that it is easier to leverage up in real estate, but easier to diversify among different sectors in dividend equities.

    i believe a long term investor should have exposure to both, and not be solely in one or the other. the two have some very nice synergies that are very good to have, in the long run, for a young person :)
    Mar 18 09:53 PM | 2 Likes Like |Link to Comment
  • Retirement Investing: Dividends For The Long Haul [View article]
    i own EXC and XOM myself, but i've been rethinking my position in XOM lately after the rise in my holdings (bought it in the low 60s).

    i think someone mentioned that XOM's historical dividend increase rate going back 20-30 yrs is basically 6%, which is kind of low. their management is generally competent, but i wish they'd emphasize the dividend more, and the share repurchase less.

    at 2.1% yield, 6% div growth rate, i feel i could do better elsewhere, that i can get either better yield, and similar div growth rate, or better growth rate, at that yield....

    do you have any thoughts on this? 'this' being the observation that Exxon's current yield + growth rate puts it in a low yield low growth rate category that leaves much to be desired...

    thanks!
    -Cerina
    Mar 5 12:27 PM | Likes Like |Link to Comment
  • Performing Stocks, When It's Time To Move On [View article]
    i'm in the same boat as you! i have a hard time determining when to sell as well. :(

    Telus and Rogers actually offer some pretty interesting valuations at the moment. they both yield 4%+ and seem committed to growing the dividend at ~10% annually. Their dividends seem very sustainable and have plenty of room to grow even in a low revenue/low EPS growth environment.

    i agree with you that all 3 of these businesses do not seem overvalued. depending on who you ask and what metric you use, they may even appear undervalued :)
    Feb 29 10:42 AM | 1 Like Like |Link to Comment
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