General S-REITs Discussion Thread

[Genosis]

I saw 2015 fct give alot of dividend, what happen?

Power of Changi City Point and positive rental reversions!

 

[winorlose]

aht kena shotgun liao.. zzzz

need to take 2 years of panadol liao haha

 

[Genosis]

aht kena shotgun liao.. zzzz

need to take 2 years of panadol liao haha

This type of thing can take a turn for the unexpected......

Take the bidding war for Starwood hotels. Many people thought Anbang will win in the end, but.....

 

[winorlose]

This type of thing can take a turn for the unexpected......

Take the bidding war for Starwood hotels. Many people thought Anbang will win in the end, but.....

ya lo guai guai take my 0.1 div a year liao

damn.. tat was fast.. tot will takeover for sure since its like a 4-5corner fight

 

[Minx99]

ya lo guai guai take my 0.1 div a year liao

damn.. tat was fast.. tot will takeover for sure since its like a 4-5corner fight

Many tend to ignore the downside when they speculate. This is a classic example of how things can turn out wrong. That's why I prefer to follow the way of the turtle, slow and steady gains versus overnight riches.

 

[Genosis]

Sometimes, a deal is not done even when the ink is dry......

http://www.cnbc.com/2016/04/05/pfizer-allergan-will-mutually-terminate-merger-over-inversion-rule-changes-sources-say.html

 

[NewInvestor]

http://forums.hardwarezone.com.sg/eat-drink-man-woman-16/rafflesian-stockmarket-portfolio-trading-journal-investment-masterplan-2016-17-a-5284555.html

Pro kanna burned too

GG

Traders sometimes win, sometime lose. Impossible to win everytime.

 

[Milo-Dino]

ya lo guai guai take my 0.1 div a year liao

damn.. tat was fast.. tot will takeover for sure since its like a 4-5corner fight

bro... from calculations.. it's not 10c per year dvd leh...

it's around 5+c .... based on last quarter 1.4c.. den full year 5.6c

 

[Minx99]

yeah me too

I tend not to speculate on take over deals or any risk arbitrage, I feel that its too risky and I do not have an edge in this area

prefer to stick to my simple value investing

just buy and hold great companies with solid long term track record of good earnings and dividends

On the other hand, if the company feel generous and want to hand me some extra cash every now and then, I am not really against it

 

[winorlose]

bro... from calculations.. it's not 10c per year dvd leh...

it's around 5+c .... based on last quarter 1.4c.. den full year 5.6c

oh yes.. 1yr 5+c

sala sala

 

[Dyhalt]

Capital gains is what makes you rich...

But dividends is what keeps you sleep soundly at night.

Power of CD ~ REITs for dividends

 

[Layers]

Crct send hardcopy sia. Not cd

Sent from Sony E6853 using GAGT

 

[Genosis]

Crct send hardcopy sia. Not cd

Sent from Sony E6853 using GAGT

That looks like a Pikachu bedsheet in the background.....hmmmm

 

[Asphodeli]

That looks like a Pikachu bedsheet in the background.....hmmmm

ppl xdd lah,

 

[Layers]

That looks like a Pikachu bedsheet in the background.....hmmmm

Gd eyes. No torn no throw!

Sent from Sony E6853 using GAGT

 

[garytj89]

My childhood memories

 

[Layers]

Actually just the blanket la :|

Sent from Sony E6853 using GAGT

 

[Squaredot]

My childhood memories

So young! **envy**

 

[akwl88]

http://investproperlyleh.blogspot.sg/2016/04/the-dangers-of-investing-in-reits-with.html

Recommendations:

By setting up a screen and ranking stocks based on
Debt/asset <38% (I don't want to get dilution, 38% is usually a danger level)
Operating cash flow vs dividends per share (cash in should be more than cash out, to show that mgmt. can afford to pay growing dividends)
Price/Dividends per unit (inverted dividend yield to measure cheapness)
Price/Nav (same valuation method as property stocks)
Positive dividend growth (negative dividend growth comes as a double whammy of both lower prices and yield
Yield: yes I look at it last
Here are my few picks so far


Aims capital reit (buy at 1.3)


Debt/asset = 31%
Operating cash flow vs dividends per share: 7% buffer
Price/Dividends per unit: -1% undervalued vs 5 year historical
Price/Nav: -2% vs historical
Positive dividend growth: yes
Yield: 8.4%
Frasers commercial trust (bought at 1.25)


Debt/asset = 36%
Operating cash flow vs dividends per share: 2% buffer, due to recent placement
Price/Dividends per unit: -16% vs 5 year historical
Price/Nav: 2% overvalued vs historical
Positive dividend growth: flat
Yield: 8%
Starhill global (bought at 0.78)


Debt/asset = 35%
Operating cash flow vs dividends per share: slim -0.83% buffer
Price/Dividends per unit: -10% vs 5 year historical
Price/Nav: 3% overvalued vs historical
Positive dividend growth: flat
Yield: 6.6%

 

[Perisher]

http://investproperlyleh.blogspot.sg/2016/04/the-dangers-of-investing-in-reits-with.html

Recommendations:

By setting up a screen and ranking stocks based on
Debt/asset <38% (I don't want to get dilution, 38% is usually a danger level)
Operating cash flow vs dividends per share (cash in should be more than cash out, to show that mgmt. can afford to pay growing dividends)
Price/Dividends per unit (inverted dividend yield to measure cheapness)
Price/Nav (same valuation method as property stocks)
Positive dividend growth (negative dividend growth comes as a double whammy of both lower prices and yield
Yield: yes I look at it last
Here are my few picks so far


Aims capital reit (buy at 1.3)


Debt/asset = 31%
Operating cash flow vs dividends per share: 7% buffer
Price/Dividends per unit: -1% undervalued vs 5 year historical
Price/Nav: -2% vs historical
Positive dividend growth: yes
Yield: 8.4%
Frasers commercial trust (bought at 1.25)


Debt/asset = 36%
Operating cash flow vs dividends per share: 2% buffer, due to recent placement
Price/Dividends per unit: -16% vs 5 year historical
Price/Nav: 2% overvalued vs historical
Positive dividend growth: flat
Yield: 8%
Starhill global (bought at 0.78)


Debt/asset = 35%
Operating cash flow vs dividends per share: slim -0.83% buffer
Price/Dividends per unit: -10% vs 5 year historical
Price/Nav: 3% overvalued vs historical
Positive dividend growth: flat
Yield: 6.6%

Is this your blog?