Q&ACategory: Portfolio Managementold non performing stocks
Timothy Tan asked 9 months ago
I bought the following stocks (ave pricing) some time ago: FirstREIT (1.34) SATS (4.40) Vicom (2.20) What is your opinion of these stocks? 
2 Answers
Rusmin Ang Staff answered 9 months ago

Hi Timothy,

Have you apply what you have learn here on these companies? If you have gone through it, I think you will have a good idea about these companies. If you need help with the analysis, do let me know.

Also, we do have live webinar which you can attend here (registration required). During the live webinar, I talk about First REIT and why their share price drops a lot in the past, even though they are a healthcare REIT which is considered quite stable. We talked about SATS on our roundtable before and you can check them out below. We will be releasing the latest update on SATS soon on our YouTube, so do watch out for it!

https://www.youtube.com/watch?v=9_4068q5-RI&t=141s

https://www.youtube.com/watch?v=AboJ_ZmLsDw

VICOM also is a classic case of a good dividend stock but they were paying out more than what they earned in the past and trade at high valuation because of that, they cut the dividends which affected their share price performance over last few years.

Timothy Tan answered 9 months ago
 Hi Rusmin, Thank you for the reply. Yes, very sad about SATs. It does not pay div now and should not be in the div  portfolio. For the case of Vicom, the payout ratio about 70% greater than the desirable 60%. I am not sure if their payout is > 60% or 100% at that time of my purchase. It does not fit the 8 steps now. Yes, I bought FReit back then because of healthcare. There was mention about currency tagged to SG but now Indonesia Rupees hence the fall. I have not tried fitting it to the 4 quadrants taught. 
Probably I will cut loss for Vicom and Sats and move the fund to other Div stock