Friday, November 26, 2010

Daiso things are cheap? Are they worth it?

If you are a fan of thrift shops like Daiso like me, it is a god send to have something like this in your country or town.

Everything sells for 2 dollar but is it really cheap? Investment Moats have a good review on that

What is the competitive advantage of Daiso?

Thursday, November 25, 2010

How to access your home computer for trading on your iPhone and Android Phone

Folks who want to trade using your trading setup at home would want a solution like this:

  1. Setup a trading environment on your PC at home, with all your Charting and research reports ready
  2. Access it via your smartphone at work to execute

With TeamViewer, you will be able to do that.

And it is Free!

Find out in these 2 articles how to carry it out.

Tuesday, November 23, 2010

The myth about REITs and business trusts being good investments for you

REITs, Shipping Trusts are some of the good types of investments that you should add to your portfolio. Or is it? Many do not know that ultimately the owners that sells the properties to the REITs are the overall winners and investors are only taking much of the burdens.

Generally, no business trust will pay down its debts, because it is not in the interest of the trust manager to do so. The trust manager is paid as a percentage of assets, not equity. Therefore, the incentive is to borrow as much money as possible to raise the assets under management, thus raising fees, and never pay down the debt except under duress from banks.

An investor in a business trust has to understand that the trust structure is basically a packaging gimmick. It is given tax incentives by the authorities to encourage a more “sophisticated” capital market. Essentially, the original owner of the assets can enjoy tax savings if he owns the assets through a trust instead of within a normal corporate structure. With an IPO his ownership decreases, but he then enjoys the management fees. As a result he gains several advantages:

1. The management fees are economically an inflation-indexed annuity;
2. Partial asset divestment through the IPO raises cash for other higher-return projects;
3. Reduced ownership reduces the amount needed to fund a future rights issue; and
4. Trust distributions are taxed at a reduced rate (normally 10%)

Net-net, the overall income decreases slightly as the reduced share of trust income is partly offset by the management fees, but the potential liability decreases greatly. It is a huge risk-reward improvement.

Investors should not harbour any delusions that REITs are created primarily for their benefit. REITs are created first and foremost to help owners dispose of unwanted assets.

[Read the rest of this entry here >>]

Wednesday, November 17, 2010

For Starhub, M1 and Singtel investors, Morgan Stanley’s Internet Strategy update

If you invest in the 3 telcos in Singapore for growth or dividends, or for the matter telcos as a whole, you should read this powerpoint slides.
It gives you direction where the technology and telecom world could be headed
Internet Trends Presentation

Important Dates for First REIT rights issue

Some of you have asked for what are the important dates for rights issue. Here it is

  • XR to register for rights issue : 3 Dec 2010
  • Commencement of “nil-paid” rights trading period: 8 Dec 2010
  • Close of “nil-paid” rights trading period: 16 Dec 2010
  • Close of rights issue: 22 Dec 2010
  • Expected date of issue of rights units: 30 Dec 2010
  • Completion of the MRCCC Acquisition and the SHLC acquisition: 31 Dec 2010
  • Commencement of trading of rights units: 31 Dec 2010

Full coverage can be found here

Information on Indonesia Healthcare industry and First REIT healthcare REIT

If you want to invest in a healthcare REIT, you wanna know a lot of the demographics and future trends for that area of investment.

First REIT, a Singapore REIT recently did a rights issue to buy 2 indonesian hospitals.

But what astounds investors is that the information provided in the circular is comprehensive enough for you to learn more about Indonesia Healthcare industry.

Investment have full coverage on this rights issue and if you want to read the circular online you can read it at

Why you should read First REIT’s rights offer circular if you are interested in Healthcare REITs
This article was original posted in Investment Moats. You can read the article here @ Investment Moats. Investment Moats discusses dividend investing, income strategies and high yield investing.

Thursday, November 04, 2010

China Mobile is the potential high yield dividend stock for your portfolio $chl

I written extensively about dividend stocks, but seldom about ADRs. since China ADRs will be listed on the SGX, i took some effort to carry out a research on China Mobile to see if it has the potential to be a great dividend stock.

[Read China Mobile a potential international dividend aristocrat? $CHL $VOD >>]

Monday, November 01, 2010