Tuesday, March 31, 2015

Hi all,

Another year has passed.

I will be using the stock price as at 30 March 2015, to gauge our selected investment for the past 39 months.

Grand Apex Holdings Pte Ltd has offered to buy all Popular Holdings shares at $0.32 per share in March 2015. After this, I will not analyse any more Popular Holdings shares.

Coca-Cola had a 2 for 1 split in July 2012. Hence dividend received after that is multiplied by 2. Share price is also multiplied by 2.


Company1/2/201231/3/2015 Total Dividend Dividend YieldPercentage Gain/LossCompounded Gain/Loss
US-listed Companies
McDonald's $ 99.39  $ 97.88  $ 10.12 10.2%8.7%2.8%
Coca-Cola (2x) $ 69.70  $ 81.02 $ 7.38 10.6%26.8%8.2%
Starbucks $ 46.17  $ 95.98 $ 3.03 3.9%114.4%29.0%
Walt Disney $ 38.85  $ 106.12 $ 2.76 1.9%180.3%41.0%
Las Vegas Sands $ 43.76  $ 55.29 $ 7.80 17.8%44.2%13.0%
Total Investment $ 297.87  $ 436.29  $ 31.096.4%45.2%16.1%
Singapore-listed Companies
Singpost $ 0.935  $ 1.970  $ 0.200 21.4%132.1%32.4%
SPH $ 3.740  $ 4.190  $ 0.850 22.7%34.8%10.5%
Breadtalk $ 0.550  $ 1.360  $ 0.061 11.1%158.4%37.2%
Popular Holdings $ 0.164  $ 0.320  $ 0.033 20.1%115.2%29.1%
Total Investment $ 5.389  $ 7.840  $ 1.14421.2%66.7%18.6%
Grand Total $ 303.259  $ 444.13  $ 32.234 10.6%57.1%16.2%