*Official* MasterLeong Thread - Part 2

[MasterLeong]

FCT huat have faith in the management missed the MCT boat but its okay i have FCT and CMT.

u got the FCT CMT 2 piece meal very good riao hahahaha

 

[goh6570]

haha u got time just read up first ba

once u read liao, u will instant discard this from watchlist

ok thanks for your advice ML

 

[EvilPaladin]

anybody projecting how much yield(%) for MCT at this price?

 

[MasterLeong]

Any idea when is the next rate hike?

one year got like 8 fed meetings, so every 1.5 month once

expectation is 4 hikes

so market feels that every 3 months will hike once for 2017



my expectation is 3 hikes... so around every 4 months one hike

 

[MasterLeong]

anybody projecting how much yield(%) for MCT at this price?

5.8% i think

base on 2016 dpu


2017 dpu is likely higher than 2016, maybe by 5%

 

[Darrel Mok]

What will happen during rate hike?

one year got like 8 fed meetings, so every 1.5 month once

expectation is 4 hikes

so market feels that every 3 months will hike once for 2017



my expectation is 3 hikes... so around every 4 months one hike

 

[PoGooo]

one year got like 8 fed meetings, so every 1.5 month once

expectation is 4 hikes

so market feels that every 3 months will hike once for 2017



my expectation is 3 hikes... so around every 4 months one hike

Thanks for the detailed answer! Was wondering if I should buy CMT today or wait for the next hike.

 

[dolph001]

http://singaporeanstocksinvestor.blogspot.sg/2017/01/history-with-sabana-reit-and-current.html

 

[MasterLeong]

Thanks for the detailed answer! Was wondering if I should buy CMT today or wait for the next hike.

time in market beats timing the market

look at how many ppl who tried to time and missed the fct and mct boat....

 

[Takodoro]

Thaibev back to normal again =_=

I bought at 0.855. Dunno should be happy it remain constant before CNY till XD or sad that it did not fall further so I can scoop more.

 

[MasterLeong]

What will happen during rate hike?

if feds hike too fast, market may turn bearish

if feds hike too slow, market may continue to bull


if 6 months hike one time... sure super bull

 

[MasterLeong]

http://singaporeanstocksinvestor.blogspot.sg/2017/01/history-with-sabana-reit-and-current.html

banana reit is value trap for sure

101% avoid

 

[MasterLeong]

Thaibev back to normal again =_=

I bought at 0.855. Dunno should be happy it remain constant before CNY till XD or sad that it did not fall further so I can scoop more.

u buy for trading or for long term growth?

this one very low dividends one... less than 3%

 

[Takodoro]

u buy for trading or for long term growth?

this one very low dividends one... less than 3%

Mid-term ba (1 year). I already stated this as my top 3 stock picks for 2017.

 

[PoGooo]

time in market beats timing the market

look at how many ppl who tried to time and missed the fct and mct boat....

Thanks for the advice. I will probably nibble a little at MCT today

 

[MasterLeong]

Mid-term ba (1 year). I already stated this as my top 3 stock picks for 2017.

u got follow the earnings of thai bev for 2015 and 2016?

do u know that earnings dropping quite a lot like from 4.5 cents to 3 cents?

 

[MasterLeong]

Thanks for the advice. I will probably nibble a little at MCT today

ah MCT dun buy la... so high already

MCT if got 1.45 or 1.42 then buy ba


MCT and FCT boat already gone soooo far


if u want reit... can consider CMT/CCT combo meal

 

[MasterLeong]

Thaibev back to normal again =_=

I bought at 0.855. Dunno should be happy it remain constant before CNY till XD or sad that it did not fall further so I can scoop more.

just to highlight in case you dunno, not that i want to pour cold water
I not vested not short, nor will be buying touch thaibev... the below is just for teaching/sharing purpose

thaibev the 9 month earnings actually is quite weak as profits fell 7%


if you are paying 20 times earnings for a growth stock, you will want it to be a solid stock that is able to keep growing earnings at say 5-10% per year


got time read their presentation slides at

http://thaibev.listedcompany.com/misc/PRESN/20161122-thaibev-3q2016-financial-results.pdf

 

[PoGooo]

ah MCT dun buy la... so high already

MCT if got 1.45 or 1.42 then buy ba


MCT and FCT boat already gone soooo far


if u want reit... can consider CMT/CCT combo meal

Oh sorry. I meant to say nibble at CMT, not MCT. /facepalm

 

[MasterLeong]

Oh sorry. I meant to say nibble at CMT, not MCT. /facepalm

type wrong still ok

dun go key wrong trade can already hahahaha