DWS - DWS Limited

[fanger]

Just got back from a week away to find my SMSF buy order for DWS @ $1.20 was filled on 8/12, should be happy with the ~ 10% dividend yield.

I have held this stock before, bought in December last year for $1.215 and sold in March for $1.44 , picked up a nice dividend along the way

I picked some up myself, looks like its bouncing down at the bottom of it's range

 

[clinta44]

Anyone know when the half year results are going to be announced? I don't think it will be to far away.

 

[robusta]

Just got back from a week away to find my SMSF buy order for DWS @ $1.20 was filled on 8/12, should be happy with the ~ 10% dividend yield.

I have held this stock before, bought in December last year for $1.215 and sold in March for $1.44 , picked up a nice dividend along the way

Only short term so far but happy with the capital gain and dividend yield, 1/2 year results out today - may stick around on the register for a bit longer this time.

 

[fanger]

Only short term so far but happy with the capital gain and dividend yield, 1/2 year results out today - may stick around on the register for a bit longer this time.

Results were out this morning and were pretty good.

 

[Klogg]

Results were out this morning and were pretty good.

Bought this @ 1.27 a few months ago and am already way ahead on it!

Given the dividend this is paying and the low debt level, I'd be keen just to rack these up over time...

Working in the IT projects space, I hear of a LOT of work coming up, so for players like SMS, DWS or UXC, they shouldn't have any issues in making more $$$ (just my opinion, DYOR)

And yes, awesome report IMO.

 

[Muschu]

I've been very fortunate with this stock and am well in front.
Hower yesterday's 7% fall puzzles me on no announcements.
Any thoughts?
Regards
Rick

 

[fanger]

I've been very fortunate with this stock and am well in front.
Hower yesterday's 7% fall puzzles me on no announcements.
Any thoughts?
Regards
Rick

People are getting out before it goes ex-div seeing it will likely fall by the dividend amount once.

 

[Muschu]

People are getting out before it goes ex-div seeing it will likely fall by the dividend amount once.

SP dropped by 11c y'day and divie 6.25c

 

[fanger]

SP dropped by 11c y'day and divie 6.25c

Don't forget franking

 

[Muschu]

I didn't. Bought more and price went up.

 

[Muschu]

Dropping again today on an up day...

 

[fanger]

Dropping again today on an up day...

Its gone ex div there is no reason the buy it now. The people who bought it cum div are selling out and going else where.

 

[clinta44]

Any thoughts on the preformance of the CEO and Managin director of DWS?

Personally, Im just happy he was wearing an energy watch T-shirt and not a DWS t-shirt!

http://www.yourtv.com.au/blog.aspx?blogentryid=1022926&showcomments=true

 

[robusta]

Good on ya Danny, these "reality" shows take themselves way to seriously. I thought it was hilarious he probably paid over the odds for the asset but the publicity should generate a nice return for him. Is Energy watch listed?

 

[clinta44]

I don't believe Energy watch is listed! but he is certainly getting good mileage out of the stunt!

I found this article with a classic title!

http://www.ozbizdirect.com.au/blog/...lock-is-there-no-such-thing-as-bad-publicity/

 

[robusta]

Results out today, a very challenging year as expected for this sector....

But Revenue up 11%, EPS up 5% and the cash flow even better up big time. All this with no debt and a little over $15 mil in cash on the balance sheet. Not bad for a bit player in this sector. Just to put a extra smile on my face yield on my buy price is a little north of 10% plus franking credits. I think I may hold onto this one to see what they can do when times are not so challenging.

 

[Muschu]

SP doing OK still. No debt. Good dividend. Liquidity may not suit some.

 

[robusta]

Imagine those looking to strip the dividend on DWS would not be too happy today, I am happy to hold and see if the margins can hold up for the next reporting period meanwhile the dividend yield is ok.

 

[robusta]

Profit downgrade at the AGM today, it seems things were hunky dory until October when business activity fell off a cliff. The full year forecast is down a bit as a result. The inability to raise prices and the margin pressure are starting to make me think the fantastic dividend yield may not grow much in the future. It will be interesting to see how OKN performs in this environment.

 

[Klogg]

Profit downgrade at the AGM today, it seems things were hunky dory until October when business activity fell off a cliff. The full year forecast is down a bit as a result. The inability to raise prices and the margin pressure are starting to make me think the fantastic dividend yield may not grow much in the future. It will be interesting to see how OKN performs in this environment.

SMX has a similar issue, except their profit hit was slightly larger from memory.

To be honest, I'm not too worried about DWS profits. This might carry on for a year or two, but there is plenty of work to be done. Just a matter of banks and governments actually funding the work (IMO anyway...)