My High Yield Stock Picks

SGX Stock Cat DPS Price* Yield Thesis

Aimsampi REIT 11.68c 1.50 7.8% High Yield

Cache REIT 8.58c 1.15 7.5% High Yield

Religare Bus Trust 7.56c 0.995 7.6% Healthcare

Croesus Bus Trust 7.6c 0.93 8.2% Japanese Retail

Regal Reit * REIT hk 16.2 2.17 7.5% HK Hotels, P/B 50%, Hkd

Valuetronics ^ Electronics 3.5c 0.465 7.5% Strong B/S, Hkd

Global Invest Asset Mght 1.5 c 0.149 10% P/B 70%

Hock Lian Seng + Construction 4.0c 0.43 9.3% Strong B/S, Deep Value

- * Price as at 10July15

I recently compiled a list of high yield stocks and shared with some close friends. This list, in my view, would provide a solid stream of dividend income for years to come. Financial position for target non Reit stocks, such as Valuetronics, Hock Lian Seng and Global Investment, are strong. HLS, a cyclical stock and with sgd173 million cash backing, is too cheap to ignore at this price.
On the REIT/Business Trust picks, Cache and Aimsampi are niche Industrial Reits which are well managed. Religare Health Trust should continue to perform well in its healthcare business in India. Based on current INR fex rate, yield for Religare should be about 8%. Regal Reit, listed in HKSE and owns a string of mid tier hotels in Hong Kong, is a deep value pick (P/B < 50%) and supported by solid recurrent yield.

In times of volatility and market weakness, I believe investors should raise their exposure to quality high yield stocks. Such contrarian strategy should help to cushion the impact of falling equity prices and to provide solid income stream.

Please note to do your own research before committing.

Wise pick lotuespsll, receiving perpetual dividend regularly is the savvy way to invest without worrying which direction the share price heading. It is more important for the company to grow its business and increase or at least maintain top and bottom lines paid out dividend.

I have added Soilbuild Business Space Reit into my list. With estimated dvd of 7.5% and material exposure to Business Park sector, I believe this Reit will stay resilient during market uncertainty.

USD (hence HKD) is appreciating against SGD and this trend may continue into 2016. This should benefit Valuetronics and Global Investments (50% exposure to USD, HKD).

Am vested in my High Yield Stock list.

CEI Contract Mfgr -- consistently about 10% div. yield, now has become even more high-yielding with a stunning interim div. Take a look buddies.

At cross roads -- sell or hold CDW Holdings. Core biz losing grip ... but the damn dividend is v high.

Dividend to be maintained. Management have highlighted that they will
likely maintain its dividend, similar to that in FY14 at USD1.2cents. This
will result to a FY15 dividend yield of 11.5% at current share price. In
addition, the company has a strong net cash position of USD47.7m,
equivalent to 96% of its current market cap.

Adding Sim Lian Group to the list --- after it proposed a big jump in dividend. The yield is about 8.2%. Just wonder if it's sustainable....