Pages

Showing posts with label April 2011 portfolio update. Show all posts
Showing posts with label April 2011 portfolio update. Show all posts

Monday, May 2, 2011

APRIL 2011 Portfolio Updates

The month of April 2011 was uneventful.

Quick updates:

ST Engineering: No annoucements last month except for a $320 million contract secured by ST Aerospace.




More revenue which is good...

Went XD last week, so I will be receiving my 11.55c per share dividend this month.

Was trading at $3.25 during CD and now at $3.15 during XD.


Poh Tiong Choon Logistics:

No annoucements, all resolutions passed at the AGM. Didn't manage to go for the AGM held at Jurong Country Club as I had work.
Insiders are still buying in, indicating to me they have confidence in the business.
2c Dividend, going XD soon.

Sabana REIT:

First payout is at 3cents, in line with projections. Note that 3c is from listing date end Nov to 31/3/2011, making it a payout for FOUR months, which is why it is higher.


First REIT:
Went XD last week, with a payout of 1.58c in line with projections.

No Annoucements made.


All in all, with the dividends received and the recent market recovery, my portfolio has returned to a profit.

May looks to be a good month with payouts coming from all 4 of my counters.

My investments, ranked by market price, are:
1.) ST Engg
2.) First REIT
3.) PohTC
4.) Sabana