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[Webinar Replay] Dividend Stocks During The Bear Market

Richard Jun Hao

April 5, 2020

I have uploaded the replay for the webinar last night on Dividend Stocks during a Bear Market.

We covered:

The Current Market Turmoil and What it Means For Your Portfolio
The Pros & Cons of REITs during the COVID-19 Crisis
Differentiating Between Temporary & Permanent Dividend Cuts
Key Things to Look Out For When Finding Dividend Stocks
Whether Singapore Banks Dividends are at risk
And more…

Singapore Bank Stocks have sold off in the recent weeks and prices down to compelling valuations.

They trade close to their trough valuations in 2008 and dividend yields of around 6%.

Dividend Yields of UOB, OCBC & DBS

If you’re interested in learning more about them, check out our Singapore Banks Masterclass below.

Our early launch discount for our Singapore Banks Masterclass will be closing tonight at 23:59.

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When valuations may look compelling, investors may naturally be concerned about the current economic climate and their future.

That’s where this course comes in.

For us to have conviction, we need confidence with a solid foundation rooted in facts.

This course bridges that gap by diving into the business operations of the banks and how they drive their revenue and profits.

Just as important however is the risk element.

I cover key issues such as government regulation and also talk about what happened to the banks during previous downturns such as 2008 and 2016 and how and why they emerged stronger than before.

As a friend once said, return OF capital is just as important as return ON capital and this course dives deep into the inner workings of banks to give you greater confidence in their “fortress balance sheets”.

The course covers:

Why Singapore Banks are compounding machines and how to use them to grow your wealth
Understand the local bank’s business models and what drives their earnings and dividends
What The Credit Cycle is and how it drives earnings through the economic cycle
Video Walkthrough – We run through the FY 2019 DBS Investor Update to teach you what key ratios and analysis you should look out for
Valuation aka When To Buy & Sell – Learn when stock prices are undervalued and how to calculate when it’s a good time to enter and exit
And More!

I am please to announced our new bonuses for the Singapore Banks Masterclass which will be released later in April based on feedback from students.

Bonus #1 In-Depth Discussion on Investing Overseas
(US, Hong Kong & Malaysia)

I’ve gotten quite a lot of questions on whether the course materials are applicable to banks overseas specifically in Hong Kong (where HSBC is trading at close to 9% dividend yield) and also the US.

HSBC Trading at a 10 Year High Dividend Yield (9%)

While the key ratios used are similar, there is a huge quality difference in the banks listed overseas and their regulatory environments.

Because of that, I will be releasing two new modules later this month in April where I will cover both the HK and US banking sector and key things to look out for.

Here are some of the things I will cover:

Detailing my Investment Philosophy when investing in Overseas Banks and why I typically go for “Quality” as opposed to “Value”
Breakdown of Hong Kong Banks vs Chinese Banks listed on HKEX
Breakdown of Warren Buffett’s Biggest Bank Holdings & Why He Likes Them
Hedging Strategies for US Bank Stocks to Limit Your Downside
Why I am Not a Fan of HSBC Despite the 9% Yield
Why I Don’t Buy Malaysian Banks (even Banks with Superior Management) and more…

Bonus #2 – Portfolio Timing & Sizing Strategies

As a Bonus #2 for the Singapore Banks Online Masterclass Course, I will be releasing an additional module first where I will be covering:

Position Sizing Discussion for Singapore Banks
Portfolio Allocation & Timing Strategies During Distressed Time Periods
Company Share Buy-Backs – How Relevant Are They To Your Purchases?

Bonus #3 – Members only Webinar & AMA

I will also be conducting a member only webinar after the Banks hold their AGM and be doing an AMA on the course materials and anything else that members are interested in knowing.

Because of the new restrictions on gatherings, banks are delaying their AGMs / working with authorities to move them online and the situation is still fluid.

I anticipate this to be around May and will let all students now once this is finalised.