*Official* MasterLeong Thread - Part 2

[MasterLeong]

Usually whatever figures or value they forecasted I usually take it with a pinch of salt; minus 1.5x of whatever value they projected/predicted.

usually I will read a few research reports and then have a rough idea of whats ahead in 2017

analyst reports cannot 100% believe but they serve as a good reference... end of the day must use own judgement

 

[MasterLeong]

This is what im interested to get. But it seems slightly overvalued atm?

if 1 times book value or less ok to buy SPH reit


I would not touch as they own too little buildings... not diversified enough as compared to FCT and CMT

 

[zzxiaoboizz]

Guy in 20s, if don't spend too much womanising, can have minimum 10k. assuming no major issues

Eh pretty sure if u mean 29 is possible eh but if u still in ns then its only possible thru money from others into ur pocket for most ppl uh?

Sent from Samsung SM-N910G using GAGT

 

[starfish.starfish]

ok la, at least u got 55% in stocks

time in market beats timing the market... we said it many times already

2016 was really a good year to buy


even now sti at 3000 level... still fairly priced and okay to buy and hold for long term


maybe u can consider boarding other boats that have not left port?

example Starhub and comfort delgro? solid blue chips still

Hi ML, I have 3 lots of SH @ 3.6.
Will you advise to ave down or use the cash to buy CDG?

 

[MasterLeong]

Hi ML, I have 3 lots of SH @ 3.6.
Will you advise to ave down or use the cash to buy CDG?

SH should average down at $3 or less another 3 lot
Make your average price 3.3 or 3.2 like that better
SH is blue chip but should not be more than 20% or more than 25% of your portfolio

CDG is a decent blue chip for long term
If got extra money then hoot lor
Its the only transport counter

 

[foursea]

if 1 times book value or less ok to buy SPH reit


I would not touch as they own too little buildings... not diversified enough as compared to FCT and CMT

vested both FCT and CMT few weeks back. 1.8x

 

[MasterLeong]

CMT and FCT came below $2 riao
Anyone gonna hoot??

 

[MasterLeong]

vested both FCT and CMT few weeks back. 1.8x

Wow yours so cheap
Jin evny

Mine around 1.97 and i bought a lot for long term dividends

 

[starfish.starfish]

SH should average down at $3 or less another 3 lot
Make your average price 3.3 or 3.2 like that better
SH is blue chip but should not be more than 20% or more than 25% of your portfolio

CDG is a decent blue chip for long term
If got extra money then hoot lor
Its the only transport counter

Thanks much.
SH current only around 3% of my portfolio still got room to ave down.

 

[foursea]

SH should average down at $3 or less another 3 lot
Make your average price 3.3 or 3.2 like that better
SH is blue chip but should not be more than 20% or more than 25% of your portfolio

CDG is a decent blue chip for long term
If got extra money then hoot lor
Its the only transport counter

at 30xx level, not much counters at port. CDG is one of them, and I'm keep looking at CDG too.
No action yet due to worry of taxi earnings. Grab/Uber is big threat, although I normally take comfort taxi over grab. Many of my friends switch to Grab/Uber

 

[MasterLeong]

http://forums.hardwarezone.com.sg/e...perience-my-4th-anniversary-so-5545021-5.html

Wow have gf need to spend so much de ah
One anniverary dinner can buy 200 shares of CMT liao

 

[MasterLeong]

Thanks much.
SH current only around 3% of my portfolio still got room to ave down.

Only 3% is small, if me i would Double Down
Push it to 9% and average price becomes closer to 3.10
I feel starhub is a solid blue chip
If they can maintain 20 cents dividends u get 7% yield
If dividends cut to 16 cents u still get 5% yield

 

[homedriver]

red means good time to buy lor hahahahahaha

shop for shopping malls and office buildings LOL LOL LOL

Result Going to release no good? Why suddenly LS

 

[zzxiaoboizz]

http://forums.hardwarezone.com.sg/e...perience-my-4th-anniversary-so-5545021-5.html

Wow have gf need to spend so much de ah
One anniverary dinner can buy 200 shares of CMT liao

lol dapao the tim ho wan 1 Michelin star char siew pau, 3 for 5.60 also considered 1 Michelin star dinner liao

 

[starfish.starfish]

http://forums.hardwarezone.com.sg/e...perience-my-4th-anniversary-so-5545021-5.html

Wow have gf need to spend so much de ah
One anniverary dinner can buy 200 shares of CMT liao

Price of a good steak in sg too high liao will rather eat when overseas.

 

[MasterLeong]

at 30xx level, not much counters at port. CDG is one of them, and I'm keep looking at CDG too.
No action yet due to worry of taxi earnings. Grab/Uber is big threat, although I normally take comfort taxi over grab. Many of my friends switch to Grab/Uber

CDG is the only bet if one wants to be vested in transport
Besides taxi, CDG also makes money from bus and train too
The uber effect i feel more or less mature already, and the impact already shown in CDG 2016 numbers.
I feel its unlikely to see a big plunge in their taxi number
Even factoring uber, CDG still has 60% of taxi market share... a leader by far for sure

 

[MasterLeong]

Result Going to release no good? Why suddenly LS

No why for a small decline
Market already up so much its natural for declines
Now is wait for full year results to judge

 

[dolph001]

I guess consumers benefit the most ba

for smrt and comfort... now is all bidding model... aka service model

so they make a fixed margin of profit... very good recurring income

and transport players take less risk... as they do not own the asset anymore... they just service and take a cut of revenues thats all

actually I'm thinking more on the engineering side.

 

[foursea]

CDG is the only bet if one wants to be vested in transport
Besides taxi, CDG also makes money from bus and train too
The uber effect i feel more or less mature already, and the impact already shown in CDG 2016 numbers.
I feel its unlikely to see a big plunge in their taxi number
Even factoring uber, CDG still has 60% of taxi market share... a leader by far for sure

SIA? haha.
But I personally prefer CDG over SIA. Flight industry is more sensitive to economy downturn, plus flight safety also can affect share price. Now SIA is considered 5 star safety

CDG report looks fine, I wish to see if 30xx can held up or not, before next action. I only 60% vested now

 

[yihao93]

Wah bookmark first