*Official* MasterLeong Thread - Part 2

[crimsontactics]

A good way to make money is to buy companies
That have potential to be delisted or are undervalued like
Ara glp fcl hlf that we discussed before

Avoid over priced ipo like soil build, courts that wants to milk investors again

Good afternoon Bro Leong, may you huat big big this year!

 

[MasterLeong]

actually i nv thot glp can delist... super big sia... need super godlike warchest to buy

Sent from 金鸡 using GAGT

Yeah only those soverign wealth funds big enuff to makan

 

[TheIntelligentInvestor]

http://www.hlf.com.sg/investor-relations/financial-highlights.php

Compared to a bank say DBS, with ROA 1%, ROE 10%. HLF is probably half of that which explains why it is trading at a discount to book value. To trade at a higher price, the earnings need to increase.

 

[MasterLeong]

Compared to a bank say DBS, with ROA 1%, ROE 10%. HLF is probably half of that which explains why it is trading at a discount to book value. To trade at a higher price, the earnings need to increase.

Ya the S&L companies the ROE way much lower as they cannot sell many products to generate extra non interest income

The potential upside is a bank or parent buying out HLF but i think the odds are low

On the safe side, its 5% yield seems solid

 

[Retireready]

Like that should I sell off my StarHub now before the trap?

Starhub rallying before results
Is this a trap like how m1 rallied before weak results?

 

[MasterLeong]

Can invest moderately in stocks, lol

 

[MasterLeong]

Like that should I sell off my StarHub now before the trap?

I not selling mine

telcos and reits are meant to be held for long term dividends

its not a trading stock....

 

[Retireready]

Alright 10 kukujiaos

I not selling mine

telcos and reits are meant to be held for long term dividends

its not a trading stock....

 

[MasterLeong]

Alright 10 kukujiaos

SH just wait for results out then have a clearer picture ba... this one is bo bian one

not like now high price.. not point selling now

if now is say 3.30 maybe can consider selling.. now near $3 is considered the low side already

CEO bought SH shares at 2.80 level, so its a great support level... downside i dont feel is much

 

[Weaboo]

I saw a building under construction beside the capital tower... got fcl banner... what they building?

 

[Average]

I saw a building under construction beside the capital tower... got fcl banner... what they building?

random guess... frasers tower

Sent from 金鸡 using GAGT

 

[madtari]

U can start to anyhow whack banks, medical n f&b counters liao. Buy break talk n jumbo they will also rise. Haha.

Can invest moderately in stocks, lol

 

[Growmymoney]

1st and 2nd liner property stocks moving higher !

 

[MasterLeong]

update on STI 30 component MCT/YZJ

Among mid cap 40, MCT how has the highest market cap at 4.4 billion
Among STI 30, YZJ has the lowest market cap at 3.1 bil while all the other blue chips have at least 4bil market cap

I strengthen my view that YZJ will almost surely be kicked out of STI 30 in 2017, the likely candiate to replace this slot will either be MCT or SUN (only these 2 mid cap has over 4 bil market cap)

figures taken from http://www.sharesinv.com/prices/index-sti/indicators and http://www.sharesinv.com/prices/index-ftse-st-mid-cap/indicators

Cheers
MasterLeong

 

[MasterLeong]

STI today KKJ rebound, from red become green 0.5%

 

[jmapsmylife]

Wa fct really is wwjbh

 

[MasterLeong]

taken from my investing note



Three Big Reasons Why I prefer to buy REITS over owning a Physical Property

1) Debt - When you purchase a condo, most likely you will have to take on a bank loan... so the debt is on you! If you fail to make the monthly payments on time you could lose your asset. When you own a reit, the debt is on the company... not you, that gives me peace of mind.

2) Diversification - For physical property, most likely you are only restricted to Residential(HDB,Condo) and Commercial(strata mall/office) segment only. However for reits you are spoiled for choices! The core 6 segments to choose from are Retail, Commercial, Industrial, Hospitality, Healthcare and Utilities.

3) Management - For reits the professional take care of everything, managing the tenants, maintenance of the asset, cash in and out flow. You just sit back and relax. I do not like going down to fix the toliet or changing the lights, I do not like engaging with tenants... that's why I choose to stick to reits as a key source in growing wealth

so do you prefer buying reits or a buying a condo?

 

[MasterLeong]

Wa fct really is wwjbh

yeah WWJBH gao gao

 

[Weaboo]

Wait for Northpoint finish then better than wwjbh

 

[jmapsmylife]

By than cannot buy liao lor haha. Price might have sky

Wait for Northpoint finish then better than wwjbh