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Drizzt

Drizzt
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  • CitySpring Infrastructure Trust - Low Risk With A 7% Yield [View article]
    hi Monty, thanks for visiting, i certainly hope i can post more and will try to. Too many so called microcaps in your context.

    I think one screen for the asian context that can be helpful is since ipo, how much returns have the management return to the minority share holders (us) versus what they take from us (ipo funds and rights issue)

    they are a bit green and sometimes corrupt on this end so this will give you an assessment whether the management is really rewarding shareholders well
    Jun 10 10:01 AM | Likes Like |Link to Comment
  • CitySpring Infrastructure Trust - Low Risk With A 7% Yield [View article]
    Basslink, that 100% debt investment, have cut distribution to 0 bucks to Cityspring
    Jun 7 01:42 AM | Likes Like |Link to Comment
  • CitySpring Infrastructure Trust - Low Risk With A 7% Yield [View article]
    im not sure what to make of this. this happens to be one of the most lousy singapore companies ever. they made a really bad purchase in Basslink, and have to ask shareholders to bail out time and again with rights issue.

    the management have shown time and again to have a capital allocation problem
    Jun 7 01:41 AM | Likes Like |Link to Comment
  • 3 High Dividend Money Managers [View article]
    for international investors, would the dividend withholding tax be 30% on dividends?
    May 27 07:18 PM | Likes Like |Link to Comment
  • Vodafone: A Great Long-Term Holding With Short-Term Catalysts [View article]
    stuart is right. anyway i wrote how to calculate the yield some time ago on vodafone http://bit.ly/W770GS
    Mar 18 08:14 AM | 2 Likes Like |Link to Comment
  • Vodafone: A Great Long-Term Holding With Short-Term Catalysts [View article]
    i think yes the upside in emerging could be great, but how fast will they leap frog to the issues of the developed world? as technologies developed they may be leapfrogged.

    Australia they are being killed. Spain and Italy they are being killed. Its the ultimate contrarian situation.

    Plus, would other media types come into play? countries establishing national broadband network, together with one more step of improving wifi, may have a very veyr low cost deployment solution for many startups.

    it will not kill off the incumbents, but it sure as hell will make their margins more attractive to consumers.

    Was vested now not any more. At 5%-6% yield, i believe we can find some better stocks with better proved free cash flow models.
    Mar 16 02:20 AM | Likes Like |Link to Comment
  • Applied Materials: Oligopoly Play At Cyclical Trough [View article]
    what is the implication of losing share. isnt that something bad?
    Feb 21 10:30 AM | Likes Like |Link to Comment
  • My Mad Method: Year-End Results 2012 [View article]
    the dividend is stated as 4%. its not that low. here is my calculation http://bit.ly/W770GS
    Jan 18 08:24 AM | Likes Like |Link to Comment
  • My Mad Method: Year-End Results 2012 [View article]
    Why is it the yield on VOD always looks wrong.
    Jan 17 06:22 PM | Likes Like |Link to Comment
  • Vodafone: A 5.8% Yield That Is Safe And Growing [View article]
    I think for international stocks dividend, you guys can make use of Nasdaq.com, FT.com for more accurate sources.

    Here I will show how vod dividend is derived > http://bit.ly/W770GS

    note that there are some ADR handling charges. the divy u get should be 1.50
    Jan 16 11:39 AM | Likes Like |Link to Comment
  • Use Vodafone To Build Dividend Income [View article]
    they do indicate that second year free cash flow will be higher. they probably need 4.8 bil to pay 1.53 cents.

    So that is the case their guidance of 5.3 bil should allow them
    Jan 5 07:58 AM | Likes Like |Link to Comment
  • Use Vodafone To Build Dividend Income [View article]
    nasdaq have a clear history of dividends > http://bit.ly/ZmqvkN

    here it puts 1.53 which is same as FT.com. which is a good source as well > http://on.ft.com/Uc1P6e

    but we know ADR vodafone charges 1 cent per share so usually its 2.8% cost.

    1.53 x 0.972 = 1.487

    At a price of 25.58, the yield is 5.8%
    Jan 4 07:58 PM | Likes Like |Link to Comment
  • Use Vodafone To Build Dividend Income [View article]
    i wonder why you forecast that the dividends cannot be paid for by cash flow sans VW. if they need 5 billion their free cash flow sans that is 5.3 bil projected.
    Jan 2 06:49 PM | Likes Like |Link to Comment
  • Buy Vodafone: Share Buybacks, Dividends From Verizon Wireless And Dividend Growth Of 7% [View article]
    if they dun buy the spectrum perhaps future competitiveness becomes a problem
    Dec 18 09:11 AM | Likes Like |Link to Comment
  • Buy Vodafone: Share Buybacks, Dividends From Verizon Wireless And Dividend Growth Of 7% [View article]
    thats how most stocks sans the us pays their dividend. one interim one final dividend.
    Dec 16 08:32 AM | Likes Like |Link to Comment
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