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faizulramli

faizulramli
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  • CPFL Energia S.A. - A Solid BRIC Electric Utility With A 7.8% Yield [View article]
    @Richard
    I tend to agree with bsorge and Tim Plaehn as the brazilian utes were flying high up to when their govt decided to rudely barge into the party! I was looking at CIG and IMHO I think this was the best choice for me as it had a very low payout and debt/equity level. But I'm still not pulling the trigger due to the uncertainty surrounding govt intervention...will the ute industry in Brazil be similar to what happened with PBR and VALE?
    It would be great to see an analysis between CPL, CIG and AES Tiete (I think currently AES has the highest yield out of these three)
    Feb 23 11:17 AM | 1 Like Like |Link to Comment
  • Is There A Problem With Dividend Growth Investing? [View article]
    Eddie

    Yes, bonds is what I meant. Thanks for the feedback. Its really great to see someone with a lot of conviction in their investment methodology. Let's hope we DGI'ers can make it through the next few years with as little pain as possible!
    All the best of luck with your investing and look forward to your next article
    Aug 30 04:52 PM | Likes Like |Link to Comment
  • Rockwood Bids To Swallow Talison Lithium After Talison Swallowed Salares [View article]
    Why do you like Rodinia as opposed to other similar lithium companies?
    Aug 30 10:13 AM | Likes Like |Link to Comment
  • Is There A Problem With Dividend Growth Investing? [View article]
    Eddie

    Very well written article. Thanks very much for taking the time to provide so much information and ideas to newbie and experienced investors alike. It is true what you said about investing style. I have ended up being a great believer in DGI after trying many many styles and methods and found that by trading less and filtering out all the noise (which is very difficult to do, even now) and sticking to quality companies with a great business, great management, wide moats and an excellent dividend growth policy, and not forgetting to diversify across a number of stocks and sectors, hopefully investing won't to such a stressful business.
    I have however, once question to ask. You mentioned that you currently have holdings across 25 stocks. What is your opinion on allocating a portion of one's portfolio to fixed income? My biggest worry after reading a couple of articles is that if deflation rears its ugly head (such as what happened after the Great Depression), even the best dividend paying companies will start reducing or eliminating their dividends altogether...
    Aug 29 11:32 PM | 2 Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    Thanks for the update Jon. Received the same analysis from Monet. Quite generous target price, though I guess the caveat is that coal prices may decline tremendously, which will surely have an adverse material impact on the company's price. I guess the upside for the completion of the railway is something to look forward to.
    I remain optimistic for this company and maintain a long-term outlook
    Aug 18 03:08 AM | 3 Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    Thanks very much Jon. Dagii from BD Sec has contacted me so let's hope this works out!
    Will keep you posted
    Aug 15 02:54 AM | 2 Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    Jon
    Briefly read the Monet writeup on SouthGobi. They have a target price of HK43 (from the time of their write up the price was HK31). Seems like a decent company to bet on. I'm already invested in MMC so won't take up a position here.
    Funnily enough, have not received feedback from either Monet or BDSec on the opening of my brokerage account there. Seems to be a lot of confusion with the new requirements for brokerage accounts. Mind you, I am not in a rush but just feel that I may be 'wasting' opportunities to invest in a good company such as RMC or any other IPOs that may come along during the rest of 2012
    Aug 14 03:02 AM | 2 Likes Like |Link to Comment
  • 13 Income Stocks Boosting Investor Returns [View article]
    EXLP - on the surface looks very promising. However, I just can't shake the feeling that MLPs in general are too darn expensive in the current environment.
    Also, EXLP does not have the track record of say, KMP or EPD. So the question is, how does one ultimately get comfort over any of these great MLPs...help!
    Aug 7 09:38 AM | Likes Like |Link to Comment
  • Our Long-Term, Investing For Increased Yield Strategy [View article]
    You're welcome K202. Look forward for future articles from you guys
    Jul 13 01:36 AM | Likes Like |Link to Comment
  • Our Long-Term, Investing For Increased Yield Strategy [View article]
    K202 and DrGoldin, thank you for your comments. Really great to see a healthy debate going on over this strategy.

    DrGoldin, I might add that I do not see anything wrong with selling puts at all. Conversely, IMHO it is the safest option selling strategy out there! Of course, this comment has to be taken with a pinch of salt. I only sell puts in companies that I am absolutely confident of (eg KO, MCD, AAPL).
    Similar to what Jammer mentioned, if there is another crash such as the one we recently experienced, the worst thing that can happen is that a very good quality stock is put to you. Since the stock would have been bought at a discount to what you would have paid for it anyway (if you were to add to your existing position that is), that is actually a big advantage. In the meantime, if the stock was in a company that has a great history of dividend growth, you will still enjoy a good quality income stream, and there is a high probability that you will also have substantial capital gains down the road
    Jul 12 01:49 AM | Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    Thanks again for emailing, and the fair warning about your response times! Will keep that in mind for the future.

    Re: Beren - although I do not have much experience with Oli yet, I would agree with you as he and the rest of Monet seem to be quite prescient over what is happening in Mongolia (found the email from BDSec, who advised that the Beren IPO is planned for launch in Q4 2012).

    I tend to shy away from companies that are too loaded with debt. However, sometimes this is not possible given the industry they're in...but I guess that's where quality of management and cashflow comes in.

    Will check out Boldtumur Eruu Gol and Atlain Khuder. The latter sounds at the least mildly amusing.

    Re: Aurum, found the email from BDSec who mentioned that this company was only offered privately (non-public offering)
    Jul 12 01:42 AM | 2 Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    As ever, thank you very much for your insightful comments Jon. I guess the bottom line for me would be if I had several hundred dollars of 'free money' to play around with, I would probably re-enter Haranga. But since I cannot afford that luxury now I'm just going to sit on my hands for now.
    I heard from BDSec that the E-trans IPO has now happened, not sure what's happened with Aurum, have to look for the email from them. Also, they mentioned that IPO of Beren is still on track for this year. Curiously enough, Oliver from Monet mentioned that Beren is not worth looking into as its not exactly a 'top-notch' operation with quality management. I don't know enough about Beren so I cannot comment much...but if it is as big as you say it will be, maybe there'll be just enough there for a short-term play

    Also (sorry for such a long reply - I should email you but can't be bothered to update my profile on SA. Alternatively, my email is faizulramli@yahoo.co.uk. If you could drop me a line that would be great!), have you heard of any updates on LSE's plan to upgrade MSE's current systems?
    Jul 11 08:25 AM | 2 Likes Like |Link to Comment
  • Our Long-Term, Investing For Increased Yield Strategy [View article]
    Great article, though I'd like to point out that this strategy is very similar to the one written in this book "http://amzn.to/Nmrhq8"

    However, in saying that I really like how the strategy has been married up with dividends investing. My only reservation is that as a dividend investor I generally do not like my stocks being called away (if I only have 100 stocks of a good quality dividend paying company), though I may sell calls if I have more than, say, 200 stocks of a particular company for example
    Jul 10 04:49 AM | Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    Thanks very much for the feedback Jon. I guess that's why Petro Matad has not been performing well at all.
    Interesting that you should mention iron ore. I was looking at one company, Haranga Resources (ASX:HAR http://bit.ly/PKjRAT), which I briefly held in Jan 2011. Sold it at a small loss as was getting very jittery over speculative small caps.
    The stock price really got hammered towards Oct 2011, but it staged a nice rally along with every single other stock up to Mid-March 2012. Not sure if its a good long-term hold though
    Jul 10 04:38 AM | 2 Likes Like |Link to Comment
  • Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
    Thanks very much Jon. Really appreciate it. Trying to access Wolf Petroleum's investor presentation from their website but for some reason can't download it.
    Jul 5 02:53 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
22 Comments
24 Likes