tag:blogger.com,1999:blog-1602023866179666640.post8049390047365527859..comments2024-03-22T00:30:54.666+08:00Comments on Create Wealth Through Long-Term Investing and Short-Term Trading: Paying for a premium dividend yield???Createwealth8888http://www.blogger.com/profile/08563834016250153049noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-1602023866179666640.post-36546708865178631552014-03-17T22:49:36.515+08:002014-03-17T22:49:36.515+08:00And don't forget which company is most likely ...And don't forget which company is most likely to ask for money to replenish their capital. Aka rights issue.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1602023866179666640.post-81301949828640730162014-03-16T19:05:05.624+08:002014-03-16T19:05:05.624+08:00Hi CW,
I think the expected 9 cents dividend is a...Hi CW,<br /><br />I think the expected 9 cents dividend is a bit optimistic. <br /><br />Sabana has 3 more master lease up for renewal this year. I use only 8 cents, as I believe they are not able to negotiate a higher rent despite higher cost due to master- leases becoming multi- tenanted. Of course only a few more quarters would be more enlightening after we study in on hindsight. <br /><br />Nonetheless, I believe the underlying business of renting industrial spaces and assets are ok, and there is a limit of stupidity from the management. If they do not do any more stupid stunts, I think current low price does give some compensation in terms of risk-reward profile. <br /><br />(Vested)Anonymousnoreply@blogger.com