Posted by BBB79 > 2013-08-18 09:20 | Report Abuse

寻找高息股种股息

Posted by kcchongnz > 2013-08-18 10:15 | Report Abuse

High dividend yield is indeed a very popular strategy in Bursa. But is high dividend yield providing you with a better total return? I doubt so. If you are interested, you can refer to the thread below:

http://klse.i3investor.com/servlets/forum/900271553.jsp

But still high dividend yield can be a good investment strategy if you look out for a couple of things, like whether adequate reinvestment in capital expenses is being used productively for future growth. the other thing is if company is borrowing to pay that high dividend.

Posted by millionaire > 2013-08-18 11:21 | Report Abuse

莺莺美黛子 + high dividend yield, good investment strategy, it refers mainly the bluechip, like Maybank, Digi, Spsetia....etc

Posted by kcchongnz > 2013-08-18 14:19 | Report Abuse

Posted by Tan KW > Aug 18, 2013 10:44 AM | Report Abuse

i think the author argue on high div yield with 拥有良好业务....

it should be 莺莺美黛子 + high dividend yield

TanKW, may be this is an interesting mini research you can do if you are interested. Select the best 10 dividend stocks 5 years ago. You can select those 莺莺美黛子, whatever it may mean. compute their 1,2,3,4 and 5 year CAR total return. Compare with that of KLSE. And also compare with an arbitrary portfolio.

If you wish, I have the CAR return of my portfolio started 7-8 months ago which was put up by you which you can compare with.

My instinct tells me that the total CAR return of that high dividend yield stocks which you are going to compute would not be much different from the CAR of the broad market. And it would be very far behind my portfolio put up by you previously.

Posted by kcchongnz > 2013-08-18 16:59 | Report Abuse

TanKW, Your CAGR of nestle of 20% is certainly very good. It is twice the return of KLSE. But you should get a portfolio of those high dividend yield stocks, say 10 stocks to find the average which is more representative.

KLSE 5-year CAR
18/08/2008 1085
16/08/2013 1788
CAGR 10.5%

My portfolio returned about CAR of 25%. Those stocks in that portfolio also happened to be mostly high dividend yield stocks.