General S-REITs Discussion Thread

[Opps-gal]

You kept Creative for long term?

I don't have creative shares.

 

[Milo-Dino]

Long term investing is putting money that you will not need for a long time... with the mentality that you are prepared to take nothing back

 

[aceirus]

a value investor might fall into this trap also leh


you are probably talking about market cycle strategy, rather than value investing strategy??

value investing is, to me, recognising a company's worth, stick to it (as long as fundamentals are still good) so that you won't be influenced by market noise. Not to forget to take advantage of market weakness to increase your position, instead of blindly selling to cut loss. Just my 2 cents

Warren buffet once said: "buy a stock as if it is the last day of trading and the stock market will not open in five years." (something like that)

That should not make anyone lose any sleep.

 

[wahkao3]

value investing is, to me, recognising a company's worth, stick to it (as long as fundamentals are still good) so that you won't be influenced by market noise. Not to forget to take advantage of market weakness to increase your position, instead of blindly selling to cut loss. Just my 2 cents

Warren buffet once said: "buy a stock as if it is the last day of trading and the stock market will not open in five years." (something like that)

That should not make anyone lose any sleep.

yep, that's value investing
What about risk management. There are risks in every investment, be it value, dividend, growth or technical analysis.
What if the value is actually $0, but I miscalculated it to be $100? Or there's some world events that reduced the value to $0?
Or some fraud, like Eratrat Lifestyle. Great value, PE=1.9. Now kanna suspended.

How to manage the risk of value investing?

 

[Mecisteus]

Long term investing is putting money that you will not need for a long time... with the mentality that you are prepared to take nothing back

thats not the right mentality of an investor. if i am willing to lose all of my capital, i might as well go to the casino. in the casino, i can maximise my returns and risk 100% loss too at a much shorter period.

as an investor, i would invest in a company that can maximise my returns AND at the same time minimise my risk.

 

[wahkao3]

as an investor, i would invest in a company that can maximise my returns AND at the same time minimise my risk.

How you max return and minimize your risk?


GPGT for more graphical representation of risk and return

 

[Mecisteus]

For me to max return and minize my risk I use TA+FA

How about you? How you max return and minimize your risk?

One of the aspects of fundamental analysis is to buy stocks with a good margin of safety ie low valuations. that partly takes care of the down side.

 

[wilhal18]

is reits still good to enter? i saw some reits started to get back up like suntec, etc.

people are afraid of interest rates but i dont think it will go up anytime soon. if it goes up, USA WILL COLLAPSE!!! not going to happen

 

[wahkao3]

One of the aspects of fundamental analysis is to buy stocks with a good margin of safety ie low valuations. that partly takes care of the down side.

i agree on this.
Any other ways to manage risk?

 

[sandwicher]

i agree on this.
Any other ways to manage risk?

I thought you already got your ultimate strategy?
TA+FA say buy then you buy?

Then why still asking here?



Share share what stocks you're vested in leh.... we wanna know how your TA+FA works and if they work.

 

[wahkao3]

I thought you already got your ultimate strategy?
TA+FA say buy then you buy?

Then why still asking here?



Share share what stocks you're vested in leh.... we wanna know how your TA+FA works and if they work.

got own strategy doesnt mean its perfect mah. Must keep on refine and make it even better

always good to learn more from shi fu
no harm asking right?

 

[aceirus]

yep, that's value investing
What about risk management. There are risks in every investment, be it value, dividend, growth or technical analysis.
What if the value is actually $0, but I miscalculated it to be $100? Or there's some world events that reduced the value to $0?
Or some fraud, like Eratrat Lifestyle. Great value, PE=1.9. Now kanna suspended.

How to manage the risk of value investing?

investing is always about risk, so i guess it depends on each individual's risk appetite. How to manage the risk? i can only say do your due diligence in understanding the company you are buying in, how they operate, if they have economic moat, etc. If somehow it still fails, then you just have to learn from it and not repeat the same mistake again. Good luck!

However, having said that i would like to share this: "Smart man learn from their mistakes, wise man learn from other's mistake." I guess that is why we are all here reading this forum.

 

[aceirus]

One of the aspects of fundamental analysis is to buy stocks with a good margin of safety ie low valuations. that partly takes care of the down side.

true, but what if something went wrong with the company which caused the valuation to go down and further down? Wiser to understand why the margin of safety is there. Was it due to a one time occurrence which should not drag the stock down long term, etc.

 

[wahkao3]

true, but what if something went wrong with the company which caused the valuation to go down and further down? Wiser to understand why the margin of safety is there. Was it due to a one time occurrence which should not drag the stock down long term, etc.

yes true.
Eratrat lifestyle was price at PE of 1.9 before it defaulted on bond
Who would have seen that coming

 

[tiny]

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??

 

[simon_84]

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??

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.

 

[Opps-gal]

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.

Depends what price you have enter at...

 

[teerance85]

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.

Simon, just curious. What price did you enter for MCT, MIT and MLT?

 

[athulican]

Risk is doing something without knowledge. The more (correct) knowledge you have, the lesser the risk. Two person bought the same stock at the same time and same price. One is ignorant while the other has done the due diligence. Are they bearing the same amount of risk? Definitely not.

 

[wahkao3]

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.

precisely because market doesnt like mapletree counters, now its selling cheap, thats why you buy it now cheaply and sell it when market likes it mah?