Discover and read the best of Twitter Threads about #dividend

Most recents (12)

How to buy #dividend-paying Stocks
If you’re looking to collect #dividends from your #stock purchases, it's safe to be thinking of large corporations
Large firms like #Cisco, AT&T, #Stanbic, #Dangote, #GTbank, #ZenithBank, #Apple have a long history of financial stability and low volatility
Read 10 tweets
$EQR results as expected. 2021 NOI guide -12-15% so peak (2019) to trough (2021) decline in NOI expected to be -17-20%. I'd been thinking -20% after 3Q#s. Like at $AVB, $ESS, $UDR rents stabilizing/occupancy increasing. #reits $VNQ #dividend #cre #investing $TLT
No longer crazy cheap but reasonably attractive vs. private market/alternatives $SPY $IWM $MDY $TLT $GLD $BTC. I assume NOI recovers to 2019 levels by ~2024 and stock has fair value of $80-85 at that time. Coupled w/ divvies received this produces a 4 year IRR of ~8-9%.
Read 3 tweets
What is Equity #Portfolio #Risk Management?
If I understand your question correctly, the Equity Portfolio Risk Management should be primarily be concerned with managing the market and liquidity risk of Equity or akin linked Securities.
@GARP_Risk @CQFInstitute @icmacentre @ICMA
Other Portfolio Investment Management Risks might include =>
1.Transactional Risk
2.Price and Fair Value Modelling Risk
3.Financial Reporting Risks
4.Trading Microstructure Risks
5.Legal Risk
6.Hedging Risk using Risk Financing Methods
Investments and/or trades in the Equity Securities aka company issued shares generally falls into three-segmented and specialized market categories =>
Read 17 tweets
Daily Bookmarks to GAVNet 02/05/2021 greeneracresvaluenetwork.wordpress.com/2021/02/05/dai…
Oil: Shell reports sharp drop in full-year profit, raises dividend

cnbc.com/2021/02/04/oil…

#oil #dividend #profit
The need for the U.S. to improve data on the COVID pandemic

usatoday.com/story/opinion/…

#pandemic #COVID19
Read 10 tweets
Excellent #Budget2021 by @narendramodi govt

16.5 lakh Cr Agri Credit allocation&Rs 1.18 lakh Cr for roads

Massive 34.5% rise Capital Spending at 5.54 lakh Cr

137% rise in Health budget

Income Tax scrutiny reduced from 6 to 3 yrs;No Double taxation of NRIs

#Growth,the focus
Hike in Insurance #FDI from 49% to 74%,pro #Reforms💪

#Dividend income invested In InvITs &REITs,tax free

No advance tax liability on Dividend income

#LIC IPO--BIG

#Disinvestment of BPCL,Pawan Hans,Air India,Concor,IDBI,Beml, Shipping Corp--BIG

64180Cr #Healthcare budget-BIG
5 Mega #Fishing harbours

7 Mega #Textile Parks

Agri Infra Fund to be available to #APMCs

Voluntary #VehicleScrapping policy

20000Cr #Recapitalisation of PSBs

#ARC to take over stressed assets

7 Port projects to be developed via PPP

18000Cr for Bus Transport
#Modinomics💪
Read 9 tweets
When we do our preferred share research, we also provide a common share recommendation. One company we cover where the common shares look interesting is AltaGas. $ALA.TO #dividend #CPSR
Many investors were burned by AltaGas in 2018 when it was forced to cut its dividend in half, which has led to the common shares being overlooked.
The stock was highly owned by retail investors, and the emotional scars from the dividend cut have caused the common shares to be ignored.
Read 22 tweets
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet

See embedded thread for brief history of its turnaround.

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”

I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018

Cash books are ringing at Subex with good visibility

So watch this space for M&A/BuyBack!!
Read 59 tweets
#DBL #DilipBuildcon

Dilip Buildcon Ltd. is an India-based company engaged in the business of #infrastructure facilities on engineering procurement and construction (#EPC) basis for #roads #Bridges #Irrigation & #UrbanProjects.
@srslysaurabh @avinashmehta123 @Agarwal_Ishu
Why should one look into this? And does this deserve a place in my portfolio. Here’s my rational below.

#DBL started as a #Road Construction company for the western region and now has diversified into multiple segments and the co. has covered almost all the states in #India.
#DBL has secured orders worth INR 10703 Cr. In FY 21 and the total order book stands at approximately INR 26115 Cr. Orders are balanced between state govt. and central govt. entities. The company has successfully reduced risk on all parameters as far as business is concerned.
Read 35 tweets
The average #dividend yield of a typical dividend #Portfolio is 4% (non US citizens are taxed 30% on Dividends) this means as Nigerians we need to have a 6% yielding portfolio for a 4% yield (6%*70%=4%).

This is achievable by investing in a Portfolio of #diversified stocks
How much #investments to get paid monthly dividends
Parameters:
#Dividend #yield 6%(4% after tax)
Dividend #tax rate 30% (non US)
#Dividendgrowth rate 6%
#Share #price growth 8%
Duration #10yrs
1. #100k/mnth - #10million
2. #500k/mnth- #60million
3. #1million/mnth #116million
How many years invested to reach goal
with Monthly payments + #reinvested #Dividends

1.#100k/mnth - invest #50k/mnth for 10yrs
2. #500k/mnth - invest #250k/mnth for 10yrs
3. #1million/mnth invest #500k/month for 10yrs.
#onaijainvestor #dividendincome #naija #passiveincome
Read 5 tweets
#AparIndustries
#Apar Industries is one among the best established companies in India, operating in the diverse fields of #electrical and #metallurgical #engineering.
@Raunak_Bits @Sachsharma12 @srslysaurabh @Agarwal_Ishu @Random_Gyan @drprashantmish6
Raw materials:
Crude #oil & #Steel
There are 3 segments: #Conductors, Transformer and speciality #oils & Power/Telecom #Cable. The revenue breakup is in the screenshot attached
Domestic revenues decline 52% YoY with lockdown in April, lower scale of operations in May-June; #Exports up 11% YoY. Management focus is on improving revenue generation from high value products. Long time consolidation in financial parameters
Read 15 tweets
A relative of mine came to me to look for best #FixedDeposit option available today, and that got me thinking that there should be a #Stock which can fulfill this purpose, and voila i got 1 #SJVN, so here is a thread, why at current levels it is a FD.
@VPaldiwal
#SJVN is the principal business activity #Electricity #generation of the company. The company is also engaged in the business of providing consultancy. Both of these segments are not affected due to #COVID19
SJVN Ltd. been honored with the CBIP Award-2020 of Best Performing #Hydro #Power Company. Company has 5 working projects. 2 #Hydro, 2 #Wind and 1 #Solar. Capacities & Locations are mentioned below: Image
Read 16 tweets
It's that time of the season again when Divestment talks during a bull run gathers momentum (with little results)

LIC IPO is back on the table with advisors being chosen. Fair enough!

A thread below on why LIC IPO is not going to be a cakewalk
(a) LIC is the largest #DII in India handling $500bn #investment portfolio. LIC act stipulates that all #receipts and payments need to be made out of that fund only. In case govt divest 10% stake (min stake required as per #SEBI regulations), who will do the corpus handling?
(b) LIC act stipulates that the insurer distribute 5% surplus p.a to GOI as #dividend. Most pvt insurers prefer higher ratio to shareholders. Any change in this ratio requires approval from both houses of #parliament. Even investors would insist on clarity before committing $
Read 6 tweets

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