General S-REITs Discussion Thread

[wahkao3]

One is ignorant while the other has done the due diligence. Are they bearing the same amount of risk? Definitely not.

I want to reduce my risk by doing due diligence
how to do due diligence to reduce my risk?

 

[Sinkie]

I want to reduce my risk by doing due diligence
how to do due diligence to reduce my risk?

Don't buy lah.. Then no risk

 

[wahkao3]

Don't buy lah.. Then no risk

my intention is to take calculated risk

and if due diligent can reduce my risk, I will do.
But how to do? U know how to do?

 

[doody_]

well i cut losses on some of my mapletree counters mainly MCT and MIT, waiting to cut loss for MLT.
the market doesn't really like mapletree counters...so would prefer to deploy my funds elsewhere.

Same like you, got in last May which happened to be a pretty bad time for entering REITs...

 

[Sinkie]

my intention is to take calculated risk

and if due diligent can reduce my risk, I will do.
But how to do? U know how to do?

Offer a take over offer? Say want do due dillegence? Then employ a team of auditors to go in and open their book? Once you make sure it's clean, then go scb buy 10lots?

 

[tiny]

Same like you, got in last May which happened to be a pretty bad time for entering REITs...

May 2014 is not too far away. Another sell down coming?

 

[simon_84]

Same like you, got in last May which happened to be a pretty bad time for entering REITs...

Those who got in before may then can understand my pain.
So far I feel that I make a good call to cut mct and cache, price never went back to that level I cut it at.
as for mit, cut at resistance level.

 

[wahkao3]

Offer a take over offer? Say want do due dillegence? Then employ a team of auditors to go in and open their book? Once you make sure it's clean, then go scb buy 10lots?

obviously not do until like that.
u too exaggerate liao

 

[doody_]

May 2014 is not too far away. Another sell down coming?

Probably not since the tapering is already on its way at a regular pace. Last May was the first signs of the end of QE, which made everyone jittery.

 

[sandwicher]

Offer a take over offer? Say want do due dillegence? Then employ a team of auditors to go in and open their book? Once you make sure it's clean, then go scb buy 10lots?

obviously not do until like that.
u too exaggerate liao

Not exaggerating la. Sinkie merely replying the answer deemed fit for you. Cuz you wanna take calculated risk, do your due diligence, yet asking people to tell you what to do.

If really scared, then the best calculated risk is to keep those money of yours under your pillow.

No need to scared of all the questions you've been asking. Swee boh?

What stocks are you vested in anyway? Or never hold a single lot ah? Just ask for fun fun?

Mai ah ni leh....

 

[wahkao3]

Not exaggerating la. Sinkie merely replying the answer deemed fit for you. Cuz you wanna take calculated risk, do your due diligence, yet asking people to tell you what to do.

win liao loh. he trolling loh.

I try to ask serious question to improve my skills, and have a good discussion so that everyone here can learn.
But there he goes replying with trollish answer

If really scared, then the best calculated risk is to keep those money of yours under your pillow.

No need to scared of all the questions you've been asking. Swee boh?

If i ish scared of going to interview means I no need to find job is it?
If i ish scared of going to exam means i no need to get an education?

scared doesnt mean I wont do. The right way to deal with scary situations is to learn to overcome them.

in the case of risky stock investment, the right way to overcome them is to reduce risk. Take calculated risks

What stocks are you vested in anyway? Or never hold a single lot ah? Just ask for fun fun?

Mai ah ni leh....

I want privacy leh. Not saying anything it.

 

[aceirus]

my intention is to take calculated risk

and if due diligent can reduce my risk, I will do.
But how to do? U know how to do?

go read up books which can help you along the way some rec for you, these are but a few to get you started., hope it helps!

1. the little book of value investing, Christopher H. Browne
2. The Five Rules for Successful Stock Investing, by Pat Dorsey
3. Warren Buffett and the Interpretation of Financial Statements: The Search for the Company with a Durable Competitive Advantage.

 

[aceirus]

Anyone read last week's article? Lawmakers raise flag on rising business costs

Refer to the 8th and 9th paragraph. How does it impact REITS in the future??

depends if parliament wanna take this warning seriously and start controlling the rental reversions...so have to wait for any policy announcements like the ones for property cooling measures... still early days bah

 

[standarture]

Who is still entering REITs?

 

[Dividend Hermit]

Who is still entering REITs?

When people are pessimistic, there will be greater mispricing and more opportunities to get a bargain.

 

[Opps-gal]

Who is still entering REITs?

Me. Just add on another.

 

[sgbanking]

Me. Just add on another.

me too.
Ascendas HT @ 0.732
Saizen @ 0.887
MLT @ 1.028
FIRST @ 1.043

how about the others?

 

[teerance85]

Me too...

First Reit : Below 1.03
MLT: Below 1
MIT: Below 1.28

 

[simon_84]

Cmt at 1.82 last month.
won't look at any reits below 1.50

 

[avalonie]

Cmt at 1.82 last month.
won't look at any reits below 1.50

Any reason for not looking at reits below $1.50? Tot you should look at the nav instead?