Quote:
Originally Posted by ilovepantyhose
when u invest, ensure a margin of safety. businesses with an economic moat can have a higher margin of safety
for blue chips: low debt ratio, geographical diversification, reasonable payout ratio (they dont borrow to pay dividends), revenue/profits not decreasing (at least stable), some defensive elements (telcos, utilities, transport)
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I dun think telcos are classified as defensive stocks lor. Take M1 and Starhub, they have been paying so much dividend and actually eaten up their profit every year.
Telcos main income from is from subscription and handset sales. Now even Singtel is also changing their business model into cloud services and online gaming.
Btw seems like you are also a 'INer' member.
