*Official* MasterLeong Thread - Part 2

[Maeda_Toshiie]

Only investment!

I thought aunties always like to advise that you should never put all your eggs into one basket

The important question: why did the auntie buy Keppel in the first place? Because it is a blue chip?

 

[MasterLeong]

http://www.sharesinv.com/D05/

dbs now 1.1 times book

if pull back 10% to 1 times book, must be able to summon the courage to board


upside wise, I think it a bull market banks generally trade between 1.2 to 1.5 times book

so if u buy at 1 times book, u can expect 20% upside to 1.2 times book to be conservative

u also get 3%+ dividends

 

[PoGooo]

http://www.sharesinv.com/prices/index-sti/indicators

this link i post over 30 times already lol

Sorry, I'm quite new here. Never see you post the link before. Thanks! I save the link now

 

[MasterLeong]

The important question: why did the auntie buy Keppel in the first place? Because it is a blue chip?

blue cheat~~~~~~~~~~~ lol

 

[PoGooo]

The important question: why did the auntie buy Keppel in the first place? Because it is a blue chip?

I think a few years ago, it was one of the blue chips with the highest dividends

 

[MasterLeong]

given KC results so bad... i think YZJ results will be bad too and the stock price will continue to fall for YZJ

if YZJ heads towards 70 cents or lower, almost a sure thing to be kicked out of the index

 

[Maeda_Toshiie]

Ya.....that's why I divested M1 and Starhub last year and re-directed my funds into Ascendas, FLINT and MCT

Turned out to be my 2nd best investment decision of 2016!!!

I may look into FLINT in the near future. Ascendas's NAV is a bit high.

 

[Retireready]

Cheers for your advise ML!

nice! looks pretty balanced

2 retail
1 office
1 logistics
1 mixed

ok liao

maybe u take the time to study

the 3 blue chip banks
transport - CDG
consumer - thaibev

if any of these 5 got pull backs, can consider boarding
from my scanning the fundamentals are good, but u ownself have to study and learn the business in depth

cheers

 

[caltex88]

thaibev is my new pick

if goes down to 80 cents I may wanna board

I think its a decent stock for long term if u want exposure into a consumer stock which SGX seriously lacks compared to US market

thaibev owns tiger beer right??

wah now CNY period, beer sure good business

 

[MasterLeong]

Sorry, I'm quite new here. Never see you post the link before. Thanks! I save the link now

save this also

http://www.sharesinv.com/prices/index-ftse-st-mid-cap/indicators

mid cap 40



for new investors, i always advise them to start from picking only the sti 30 and mid cap 40

these 70 stocks mostly have a longer track record of at least 5 years annual reports

corporate governance wise also more strict, as they need to meet certain requirements to be in the index

as such usually those unit trusts/mutual funds can only pick from these 70 only... they are not allowed to purchase risky small caps

so u ride same boat with those fund managers, u have better peace of mind... u read research reports on the stock u see familiar big names like black rock, abeerdeen, lion global, john templeton etc


I myself also try to run my portfolio like how a professional fund manager does, I strictly avoid small cap stocks... as they are high risk

 

[MasterLeong]

thaibev owns tiger beer right??

wah now CNY period, beer sure good business

tiger beer is under APB I think

not under thaibev ba


thaibev, over 90% of earnings is from thailand market

their singapore exposure is mostly from FNN products like 100 plus

 

[caltex88]

tiger beer is under APB I think

not under thaibev ba


thaibev, over 90% of earnings is from thailand market

their singapore exposure is mostly from FNN products like 100 plus

i see....

then songkran coming up in thailand

 

[PoGooo]

save this also

http://www.sharesinv.com/prices/index-ftse-st-mid-cap/indicators

mid cap 40



for new investors, i always advise them to start from picking only the sti 30 and mid cap 40

these 70 stocks mostly have a longer track record of at least 5 years annual reports

corporate governance wise also more strict, as they need to meet certain requirements to be in the index

as such usually those unit trusts/mutual funds can only pick from these 70 only... they are not allowed to purchase risky small caps

so u ride same boat with those fund managers, u have better peace of mind... u read research reports on the stock u see familiar big names like black rock, abeerdeen, lion global, john templeton etc


I myself also try to run my portfolio like how a professional fund manager does, I strictly avoid small cap stocks... as they are high risk

Thanks! I like your style. You can be my professional fund manager

 

[TheIntelligentInvestor]

thaibev owns tiger beer right??

wah now CNY period, beer sure good business

Chang beer...i always feel there are a lot of beer brands which makes it a very competitive business. I was looking at Thaibev at 0.7 last year but didn't enter.

 

[Retireready]

I think he will be quite expensive to hire for being your personal fund manager

Thanks! I like your style. You can be my professional fund manager

 

[MasterLeong]

Thanks! I like your style. You can be my professional fund manager

maybe someday I will start the

Master Leong The Big Long Fund

 

[Average]

in b4 keppel bad quarter is due to one offs

Sent from 穷小子 using GAGT

 

[MasterLeong]

just saw starhill reit results

like not so good, dpu dipped

not so well managed as compared to CMT FCT combo meal

 

[Genosis]

keppel was her only investment. when i talk to her she almost know nth about stocks and i ask so why did she decide to buy certain stock and she say fren intro. i almost faint. i believe i have the ability to ask her to cut loss. just that i dun have confident to ask her to do it haha

Wa......she goes the 'focused fire' path when she know nothing about stocks!?!?!!

 

[PoGooo]

I think he will be quite expensive to hire for being your personal fund manager

Luckily have this thread. Only costs me some flattery