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Ong Kang Wei

 
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  • Restructuring My Dividend Portfolio, Part 1: Using Options To Boost Income Flow
    Wed, Jan. 21 AAPL, CVX, DLR 27 Comments

    Summary

    • This is the first article of a two-part instalment about the restructuring of my dividend portfolio.
    • In this article, I describe how I have decided to keep a permanent base of cash in my portfolio to take advantage of investment opportunities.
    • But opportunities do not arise frequently, and while I wait for opportunities, I will put the cash to work by using a low-risk options strategy to generate income.
  • Swisher Hygiene: An Oversold Turnaround Company With Over 40% Upside
     • Wed, Jan. 14 SWSH 2 Comments

    Summary

    • Swisher has been one of the worst performing stocks in the market, declining in excess of 95% over the past 3 years.
    • This has been caused by its acquisition-driven history (which led to class action lawsuits), its unprofitable business and its seemingly very weak financials and earnings.
    • In reality, financials may not be as bad as investors see it to be, and the company has good future prospects with a viable business model.
    • New management is serious about staging a turnaround, and has been taking concrete actions to improve the profitability of the business. In fact, its 2015 goal is a positive EBITDA.
    • All these, coupled with an extremely low stock price that has 43% upside even in a bear-case scenario, makes the company a great buy for investors.
  • New Addition To My Dividend Compounding Portfolio: Duff & Phelps Income Fund
    Wed, Jan. 7 DNP 39 Comments

    Summary

    • I mentioned in my previous article that I would be searching for a high-yielding fund in my under-weighted sectors. I chose DNP after using a stock screener.
    • DNP, a utility fund, has had a good track record of performance, and has paid a steady flow of dividends since its 1987 inception.
    • Its fund manager, Nathan Partain has been managing the fund for 17 years, and has 27 years of investment experience.
    • All these, coupled with a sky-high dividend yield of 7.6% and a narrowing price premium over NAV, makes DNP a great buy for my portfolio.
  • Kang's Dividend Compounding Portfolio: 2014 Review
    Dec. 29, 2014 ADP, ARLP, BMO 45 Comments

    Summary

    • My dividend compounding portfolio calls for a review at least once a year.
    • This time, I have removed some lower-yielding stocks temporarily to redeploy the funds into other higher-yielding dividend stocks.
    • The portfolio has kept to its targets according to the many metrics I used to measure performance, and looks all geared up for the new year.
  • Wisconsin Energy Continues To Be A Great Dividend Pick For The Long Term
    Dec. 16, 2014 WEC 22 Comments

    Summary

    • Developments have predominantly been positive since my previous article over a year ago.
    • Specifically, positive developments like its merger with Integrys and a management that continues to be conservative yet practical outweighs negative ones such as effects of weather and the government.
    • Although prices have increased since then, a DCF valuation on the company still indicates that there is still a margin of safety if investors buy shares today.
  • Shop Right With Shoprite: Invest In The Wal-Mart Of Africa
       • Dec. 13, 2014 SRGHY 1 Comment

    Summary

    • Shoprite has grown remarkably well in South Africa despite a weak retail environment.
    • South African growth is expected to continue given Shoprite's off-price retailing style, the moat it has and its popularity among South Africa.
    • Shoprite's expansion in other areas of Africa will be the main driver of growth in the years to come, with increasing demand from a larger, more wealthy population.
    • Being the largest retailer in the African continent, it has economies of scale and credibility, making it well-positioned to take full advantage of growth in Africa.
    • Shoprite is also fairly valued, if not, undervalued according to DCF valuation, with around 12% upside from today's levels.
  • Monitise: This High Growth Mobile Company With 40% Upside Makes My 2014 Pick
       • Dec. 27, 2013 MONIF 50 Comments
  • Hingham Institution For Savings: A Solid Community Bank With 35% Upside
       • Dec. 18, 2013 HIFS 6 Comments
  • My Income Portfolio Of 30: 2nd Half Of 2013 Review
    Dec. 6, 2013 TGH, INTC, CSCO 94 Comments
  • LeapFrog: An Undervalued Gem That Can Leap 20%
       • Nov. 14, 2013 LF 51 Comments
  • Bank Of New Jersey: A Thriving Community Bank With 30% Upside
       • Oct. 14, 2013 BKJ 9 Comments
  • Landauer: A Turnaround Play With Fabulous Dividends, A Great Business And Niche
       • Sep. 11, 2013 LDR 2 Comments
  • The 4 Key Points To Look For In Businesses
    Aug. 14, 2013 CL, DLR, KMP 6 Comments
  • Stantec: A Budding Canadian Design Company
       • Jul. 26, 2013 STN Comment!
  • My Updated Income Portfolio Of 30
    Jul. 10, 2013 ADP, AFL, ARLP 57 Comments
  • Researching Dividend Stocks: Part 2 - Going Into The Details
    Jun. 26, 2013 JNJ, T, TMUS 6 Comments
  • Ingredion: Sweetened Profits For Your Portfolio
       • Jun. 12, 2013 INGR 10 Comments
  • Researching Dividend Stocks: Part 1 - Identifying The Stocks
    Jun. 7, 2013 CL, GIS, KMP 29 Comments
  • Tupperware: Enticing Dividends, Famous Brand, And Fast Growth
       • Jun. 5, 2013 TUP 12 Comments
  • Kinder Morgan Management: Have Your Cake And Eat It Too
    May. 29, 2013 KMR, KMP 123 Comments
  • Share Buybacks Vs. Dividends: Which Is More Beneficial?
    May. 16, 2013 BRK.A, BRK.B, CL 30 Comments
  • 4 High DGR Stocks With Yields Above 4%
    May. 13, 2013 ARLP, DLR, INTC 20 Comments
  • High Growth, Strong Fundamentals And A 7% Yield From A Great Alliance
    Apr. 23, 2013 ARLP 8 Comments
  • U.S. Physical Therapy: Get Physical With This Fast Growing, Fundamentally Strong Small Cap
    Editors' Pick • Apr. 10, 2013 USPH 12 Comments
  • Wisconsin Energy: A High Growth, Fundamentally Strong, Low Beta Pick For My Dividend Portfolio
    Editors' Pick • Mar. 21, 2013 WEC 42 Comments
  • Altria And Lorillard: Smoking-Hot Cigarette Stocks With Juicy Dividends
    Mar. 12, 2013 LO, MO 21 Comments
  • My Dividend Growth Portfolio: Selling Guidelines And General Rules
    Mar. 1, 2013 KMB, KMP, KMR 80 Comments
  • My Dividend Growth Portfolio: 7 Buying Guidelines
    Feb. 12, 2013 ADP, AFL, BAC 136 Comments
  • Investing In Dividend Stocks: Why I Chose The Stocks In My Portfolio - Part 4
    Jan. 30, 2013 AFL, EQIX, KMP 51 Comments
  • Investing In Dividend Stocks: Why I Chose The Stocks In My Portfolio - Part 3
    Jan. 17, 2013 LMT, LO, MCD 81 Comments
  • Textainer: A Strong Company With Favorable Prospects And A 5% Yield
    Jan. 6, 2013 TGH 56 Comments
  • Investing In Dividend Stocks: Why I Chose The Stocks In My Portfolio - Part 2
    Dec. 28, 2012 INTC, JNJ, KMB 53 Comments