*Official* MasterLeong Thread - Part 2

[MasterLeong]

http://foreverfinancialfreedom.blogspot.sg/2017/01/recent-action-sabana-reit.html

seems like 3fs going heavy into reits too

reits currently look pretty undervalued

sabana could be a trading opportunity... buy at 35 sell at 40, but its not a good counter to buy and hold... as the manager may continue to do placement or rights issue yearly

 

[Layers]

Banks gone
Now reits gone

Telcos still at port hehehe
My current top picks m1 and starhub

Congrats to those who followed me on the 5 tiger generals, huat ah

2016 asset managers ara glp fcl all also huat huat
Too bad glp and fcl i sold too early but got earn so cannot complain hahaha

I still holding on and riding the bull
Maybe if sti hits 3300 then i will sell out a bit to rebalance

cheers

Your 5 general v fierce today

Sent from Sony E6853 using GAGT

 

[lewissac]

Thanks to your advice, was lucky to buy ST shares though @ 3.74 high CD. Now..

 

[Genosis]

currently my portfolio is just reits telcos banks only

very focused fire style

if exclude the comfort delgro

its like 50% reits, 30% telcos 20% banks

I do not think that holding a basket of solid properties for long term would be risky... its the same as u buy 5 condo and hold collect rents for many years

I also super focus fire on REITs.....more than 60% portfolio allocation

But many boats oredi left......

Now the prices are not low enough to add but also not high enough to re-balance

 

[Genosis]

Your 5 general v fierce today

Sent from Sony E6853 using GAGT

Out of the 5 Tiger Generals, I dun have CCT.....

 

[MasterLeong]

I also super focus fire on REITs.....more than 60% portfolio allocation

But many boats oredi left......

Now the prices are not low enough to add but also not high enough to re-balance

Maybe can consider m1 and sh
I feel those 2 still cheap
$2 and $3 ok to buy still

 

[MasterLeong]

Your 5 general v fierce today

Sent from Sony E6853 using GAGT

Yeah the 5 tiger generals ran up a lot
I from 5% red become now green 1-3%
Waiting for full year results and good dividends
Just hug and enjoy the ride
I will still hold onto the reit unless they run up so high till
Yield less than 5% then maybe consider sell a bit

 

[Takodoro]

HUAT AH $$$$$$$$$$$$$$$$$$$$

Shifu nv blankco your average price?

 

[MasterLeong]

Shifu nv blankco your average price?

Now green can show
Ppl unable to undercut anymore hahaha

 

[MasterLeong]

Shifu nv blankco your average price?

Starhub still red
If ppl want undercut i am ok
This one i feel still cheap
Pe 13-14
Yield 7%

 

[MasterLeong]

Didnt expect 2 months plus hit part 2 liao hahahaha

 

[MasterLeong]

Out of the 5 Tiger Generals, I dun have CCT.....

Ok la the other 4 generals u have
Huat huat gao gao liao
Reits mostly recovered already

 

[Takodoro]

A Rising Tide lifts all boats

now most stocks have gone up... its a good time to let go of those which fundamentals no good and keep those of solid fundamentals

My winning 11:

OCK
CCT CMT CMT ST
FCL FCL FCL CASH
Thaibev M1

Can gun for premier league title?

 

[DamienK]

Didnt expect 2 months plus hit part 2 liao hahahaha

Good day to be back

 

[limjq44]

Thanks for the tips ML!! However only followed cmt haha

Banks gone
Now reits gone

Telcos still at port hehehe
My current top picks m1 and starhub

Congrats to those who followed me on the 5 tiger generals, huat ah

2016 asset managers ara glp fcl all also huat huat
Too bad glp and fcl i sold too early but got earn so cannot complain hahaha

I still holding on and riding the bull
Maybe if sti hits 3300 then i will sell out a bit to rebalance

cheers

 

[cronoficator]

Welcome back!

I fully divested SCI after finally making it back to green. Waiting for opportunity and play around volatility to go back in.

Looking at telcos to add now. Also, thanks for heads up (and 3F) on Sabana reit. Might consider holding small portion.

 

[L'oreal Paris]

Sigh i nvr over vest now miss boat to cover losses

 

[L'oreal Paris]

Out of the 5 Tiger Generals, I dun have CCT.....

I dun have a reits and parkway life

 

[lewissac]

From OCBC Investment research

SEMBCORP INDUSTRIES | BUY

WELL-POSITIONED TO GROW

- Good project pipeline
- Capturing emerging market growth
- Liberalisation of local electricity market

As a leading developer, owner and operator of energy and water assets with strong operational, management and technical capabilities, Sembcorp Industries has grown its operations to 14 countries and looks set to cement its presence in Asia. Though its marine segment is facing headwinds, the longer term outlook for the utilities segment remains positive, and the group is well-positioned to seize emerging market opportunities in its utilities segment. Nearer to home, we will monitor the liberalisation of the retail electricity market, though it is likely that greater impact would be felt by the top 3 gencos (which SCI is not part of). We have updated our SOTP valuation to incorporate our higher FV for the marine division, as well as tweaked our estimates for the utilities segment. As such, our FV for SCI rises to S$3.36. Maintain BUY.

By
Low Pei Han, CFA

 

[Weaboo]

master now can buy what?