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Thursday, May 10, 2012

The All-Time Good stocks

They have a good track record over time, they are in a nice uptrending keep going higher and higher in good time and also bad times. They should be our focus to make money, especially for defensive investors.

My top pick(defensive):

Singtel
Starhub
FnN
SPH

Maybank Kim Eng Research (dated 8th May) picked nine stocks from three categories for this year, below research are from Kim Eng Research:

CapitaMall
M1
SGX
Starhub
Venture
SPH
ST Engg
Kepcorp
Sembmar


Clear dividend policy or quantum. This is the first category and encompasses CMT, SGX, M1, StarHub and Venture. These companies have a clear policy of paying either a fixed dividend per share per year
or a certain quantum of their annual earnings as dividends. Given their strong balance sheets and free cash flow generation in excess of their dividend payments, we are confident that they will uphold this policy.


Proven dividend track record. The second category comprises SPH and STE. Both currently do not have a fixed dividend policy but can lay claim to an excellent track record of almost 100% payout of their annual
earnings as dividends. A long operating history and sizeable cash pile, coupled with high barriers to entry, support our view that the duo will continue to pay attractive dividends despite global economic volatility.


Growth stocks with respectable yields. Keppel Corp and SMM fall under our third category. They made it into our portfolio as we view them as leaders in the still healthy and thriving oil exploration and production industries. We expect both to deliver above-market earnings growth over the next few years on account of their robust and growing orderbooks. Also heartening is the remarkable discipline of both management teams to enhance shareholders’ value by paying out respectable dividends to maintain an efficient balance sheet.



Data: Kim Eng Research

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