[You can find some of these videos of the talks on YouTube.]
Well, it's the World Cup season right now, so in the spirit of this global event taking place in Brazil, I shall extend that to a fantasy soccer team of 11 first team players. What would my first 11 be for a team of largely dividend-yielding samba stocks?
I am going with a conservative and defensive oriented 4-4-2 formation.
There can only be one goalkeeper. This guy has to ensure that the opponents would not score and is the last man. For this, I would go with (1) OCBC. A big strong and friendly bank to hold the last line.
For my defenders, I'm going with the two things that are the cause of lots of heartburn - property and cars. The main reasons for our high headline inflation. Defensive stocks with high yields.
For property, I'm going with a couple of REITS, namely, (2) Capita Commercial Trust, (3) Capita Retail China Trust and (4) Mapletree Industrial Trust. So that gives me 3 REITs covering commercial, retail and industrial properties.
To round off the fourth player, I would go with (5) Vicom, a proxy play for car ownership.
Midfielders need to control the play. They have to create opportunities for offensives, and at times have to roll back to the defensive. For this, I would go with (6) Boustead, (7) Hour Glass, (8) Kingsmen Creative and (9) SATS.
For the offensive play, I am looking for potential value-growth players that may not be as yet high yielding but have the potential to go far. For this, I pick (10) Global Logistic Properties and (11) Yangzijiang. Exposure to China, Japan and interestingly Brazil.
It's pretty much a 80-20 rule. So that rounds up my first 11. What's yours?
[Disclaimer: I hold all the above stocks. But this is not a recommendation to buy any of these. Do make your own assessment before investing, always.]