General S-REITs Discussion Thread

[Milo-Dino]

I think yellen is now the front runner for the position.

gx gx

yellen huat ah

 

[mjboon]

I think yellen is now the front runner for the position.

Agreed. But Timothy Geithner is the dark horse, though he himself isn’t interested in the FED job.

Also awaiting FED meeting this week, hope have "good news" for me to load more @ super attractive price. Still awaiting my M1 patiently ...

 

[Täuschung]

Is it a good time to enter fct/ cmt now? Between the two, which has better growth? Or both sama-sama?

 

[Dividends Warrior]

Is it a good time to enter fct/ cmt now? Between the two, which has better growth? Or both sama-sama?

U should have entered last month.

 

[Täuschung]

U should have entered last month.

by that I guess I'm too late. Sigh

 

[mjboon]

by that I guess I'm too late. Sigh

Think patient quite key in investment. Am patiently waiting to enter M1 ...

 

[Täuschung]

Think patient quite key in investment. Am patiently waiting to enter M1 ...

But actually btw those 2, which is stronger? Somehow I feel that all 3 Telco need wait v long thats why I looking at cmt or fct. Aiya..

 

[mjboon]

But actually btw those 2, which is stronger? Somehow I feel that all 3 Telco need wait v long thats why I looking at cmt or fct. Aiya..

Believe both are good. But FCT has slightly higher dividend yield ...

 

[Dividends Warrior]

by that I guess I'm too late. Sigh

Dun worry. Once the Fed starts tapering, the prices of REITs will weaken again.

Wait for CMT and FCT below 1.80

 

[Täuschung]

Lol! U smile until so big. Preparing warchest alrd rite!

 

[Dividends Warrior]

Lol! U smile until so big. Preparing warchest alrd rite!

Heeee......

Yup. Collecting dividends and preparing warchest at the same time.

 

[simon_84]

Think patient quite key in investment. Am patiently waiting to enter M1 ...

waiting for starhub and singtel, not looking at reits for this year.
only areit and plife has the price stability i'm looking for.

 

[Lasogette]

hi guys not sure i calculate correctly anot. but fraser centrepoint trust having 6% yield at current price?

 

[macateer]

Hi DW,

Have been a silent supporter of you!

May i ask your views on Croesus Retail Trust?

With Tokyo hosting the Olympics in 2020, will it have a positive effect on it's share price?

Today it got battered down, considering to enter.

Looking forward to your comments

 

[Dividends Warrior]

Hi DW,

Have been a silent supporter of you!

May i ask your views on Croesus Retail Trust?

With Tokyo hosting the Olympics in 2020, will it have a positive effect on it's share price?

Today it got battered down, considering to enter.

Looking forward to your comments

Hi,

Thanks for the support.

- gearing is more than 40%
- Japanese yen weakening against sing$
- earthquake prone

Good points
- freehold assets
- more than 8% yield

 

[Dividends Warrior]

hi guys not sure i calculate correctly anot. but fraser centrepoint trust having 6% yield at current price?

Yes. Around 6%

 

[macateer]

Hi,

Thanks for the support.

- gearing is more than 40%
- Japanese yen weakening against sing$
- earthquake prone

Good points
- freehold assets
- more than 8% yield

Thanks DW for your valuable inputs

 

[Lasogette]

Yes. Around 6%

hi DW thanks. Have a plan in place for 3 years, just want to see what you think about it. As I have a plan to create a portfolio similar to yours generating cash flow, 1st year i will buy those battered down reits like FCT yielding 6% or more and have increasing DPU history for the past 5 years . Once i hit a dividends yield of around $200-300. I will then buy in more stable companies like Singtel, Singpost, M1, SH, etc with yield of less than 6% to maintain a stability in my portfolio. This should average out to me around 5% yield for my whole portfolio. What do you think of this plan ?

 

[Dividends Warrior]

Thanks DW for your valuable inputs

U r welcome.

Btw, if u want to add a retail REIT to ur portfolio, I would suggest cmt, FCT or suntec.

Good luck!

 

[macateer]

U r welcome.

Btw, if u want to add a retail REIT to ur portfolio, I would suggest cmt, FCT or suntec.

Good luck!

Yes sir, i am monitoring those too.

Thanks