Observing Long-Term Investing

Observing Long-Term Investing

Study the 2 lists of the top 30 shareholders of a particular company below.

Excluding the institutions, there are 10 individual investors who invested in this company from the year 2002 to 2008. These are certainly long-term investors.

The share price of this compay ranged 3.85 to 8.35 in 2002.

In 2008, the price ranged from 10.50 to 13.00.

It is presently priced at 10.70.

The dividend per share for the recent 6 years were 5.8c (2002), 12.8c (2003), 56c (2004), 63.2c (2005), 63.5c (2006), 63.5c (2007), giving a total of 264.8c. The DY the last 5 years ranged from 10.1% to 6.7% varying with the share price.

What lessons can we derive from the investing behaviours of these long-term "buy and hold" investors? Perhaps, you may spot my name within this list. hahaha!!

http://announcements.bursamalaysia.com/EDMS/subweb.nsf/7f04516f8098680348256c6f0017a6bf/6a8c0c56bb45fd2c48256d02000ff5d0/$FILE/DLady-AnnualReport%202002%20(950KB).pdf
Dutch Lady Annual Report 2002
30 Largest Shareholders Page 45

1. Frint Beheer IV BV* 32,074,800 50.12
2. Amanah Raya Nominees (Tempatan) Sdn Bhd* 16,008,000 25.01 %
- Skim Amanah Saham Bumiputera
3. RHB Nominees (Asing) Sdn Bhd 540,000 0.84 %
- Cooperatieve Centrale Raiffeisen-Boerenleenbank B.A.
4. Yong Siew Lee 270,000 0.42 %
5. Kumpulan Wang Simpanan Guru-Guru 220,000 0.34%
6. Yeo Khee Bee 215,000 0.34 %
7. Employees Provident Fund Board 201,000 0.31%
8. Menteri Kewangan Malaysia Section 29 (SICDA) 189,800 0.30 %
9. Ng Lam Shen 160,000 0.25 %
10. Quek Guat Kwee 160,000 0.25 %
11. Amanah Raya Nominees (Tempatan) Sdn Bhd 157,000 0.25 %
-Dana Johor
12. Universiti Malaya 144,000 0.23 %
13. Amanah Raya Nominees (Tempatan) Sdn Bhd 128,000 0.20 %
-Amanah Saham Johor
14. Lee Sim Kuen 120,000 0.19 %
15. Tong Yoke Kim Sdn Bhd 120,000 0.19 %
16. Foo Mee Lee 117,404 0.18 %
17. Wong So-Ch’I 111,000 0.17 %
18. Soon Ah Khun @ Soon Lian Huat 110,000 0.17 %
19. Wong So Haur 109,000 0.17 %
20. Lim Teh Realty Sdn Bhd 90,000 0.14 %
21. Foo Loke Weng 80,804 0.13 %
22. HSBC Nominees (Asing) Sdn Bhd 80,000 0.13 %
- Pictet and Cie for Ace Fund Sicav (Emerging Market)
23. Mayban Nominess (Tempatan) Sdn Bhd 75,000 0.12 %
- for Goh Sin Bong
24. Lim Pin Kong 75,000 0.12 %
25. Neoh Soon Leong 72,000 0.11 %
26. See Cheng Siang 72,000 0.11 %
27. Leong Lai Meng 60,000 0.09 %
28. Looi Chin Seng 60,000 0.09 %
29. HSBC Nominees (Tempatan) Sdn Bhd 60,000 0.09 %
- for Goh Hiong Eng
30. Sak Mok @ Sak Swee Len 58,000 0.09%



http://announcements.bursamalaysia.com/EDMS/subweb.nsf/7f04516f8098680348256c6f0017a6bf/5f300a009db8aabf482575a70014e6ae/$FILE/DLADY-AnnualReport2008%20(1MB).pdf
Dutch Lady Annual Report 2008
30 Largest Shareholders Page 49

1. Frint Beheer IV BV* 32,074,800 50.12%
2. Amanah Raya Nominees (Tempatan) Sdn Bhd 12,500,000 19.53%
- Skim Amanah Saham Bumiputera
3. Kumpulan Wang Persaraan (Diperbadankan) 2,109,200 3.3%
4. Permodalan Nasional Berhad 1,843,500 2.88%
5. Public Nominees (Tempatan) Sdn Bhd 837,300 1.31%
- Pledged Securities Account for Aun Huat & Brothers
Sdn Bhd (E-IMO/BCM)
6. Aun Huat & Brothers Sdn Bhd 587,100 0.92%
7. Cartaban Nominees (Asing) Sdn Bhd 540,000 0.84%
- Exempt An For Bank Sarasin-Rabo (Asia) Limited (AC Client Frgn)
8. Yong Siew Lee 430,000 0.67%
9. Yeo Khee Bee 391,300 0.61%
10. Quek Guat Kwee 162,000 0.25%
11. Kumpulan Wang Simpanan Guru-Guru 156,300 0.24%
12. SBB Nominees (Tempatan) Sdn Bhd 144,000 0.23%
- Universiti Malaya (CAFM)
13. Citigroup Nominees (Asing) Sdn Bhd 125,700 0.20%
- CBNY For DFA Emerging Markets Small Cap Series
14. Lee Sim Kuen 120,000 0.19%
15. Wong So-Ch’i 111,000 0.17%
16. Tong Yoke Kim Sdn Bhd 110,000 0.17%
17. Wong So Haur 109,000 0.17%
18. Chow Kok Meng 99,900 0.16%
19. Lim Teh Realty Sdn Berhad 90,000 0.14%
20. Foo Yoke Keong Adrian 80,000 0.13%
21. Cartaban Nominees (Tempatan) Sdn Bhd 80,000 0.13%
- Exempt An For Kam Nominees (Tempatan) Sdn Bhd
22. Tan Pak Nang 74,000 0.12%
23. Mayban Nominees (Tempatan) Sdn Bhd 74,000 0.12%
- Affin Fund Management Berhad For CIMB Aviva Assurance
Berhad (270185)
24. Ng Lam Shen 71,300 0.11%
25. Tan Kim Onm 66,000 0.10%
26. Labuan Reinsurance (L) Ltd 62,700 0.10%
27. HSBC Nominees (Tempatan) Sdn Bhd 60,000 0.09%
- Pledged Securities Account for Goh Hiong Eng
28. Sak Moy @ Sak Swee Len 58,000 0.09%
29. Theo Chin Lian 56,000 0.09%
30. Chua Sim Hong 55,900 0.09%
Total: 53,280,000 83.27%