*Official* MasterLeong Thread - Part 2

[MasterLeong]

So ML is re-balancing or FIFO liao?

more like rebalancing, i never fully sell off my position

 

[goh6570]

ML - my ocbc got about 13% profit
what is your advice? sell or keep?
maybe will consider if hit more than 15%

 

[MasterLeong]

ML - my ocbc got about 13% profit
what is your advice? sell or keep?
maybe will consider if hit more than 15%

if hit 1.2-1.5 times book then consider TP ba

 

[goh6570]

if hit 1.2-1.5 times book then consider TP ba

gamxia

10char

 

[DamienK]

yup but current PE ratio a bit too high for me

if 80 cents or less maybe I will buy TB

I'm reading their Annual Report also.. How is the Chang beer by the way?

 

[MasterLeong]

I'm reading their Annual Report also.. How is the Chang beer by the way?

u can read the jp morgan report i post on investing note

 

[JuzMobile]

It's always good to take profit. Especially in SG context where the market is pretty flat.

Yeah, I remember someone saying " Got money on the table just grab liao, Dont wait then regret."

 

[Amigogo]

actually if wan to jip for dividend play, which frasers trust is better to jip ah?

or jus hoot their parent FCL ?

 

[MasterLeong]

actually if wan to jip for dividend play, which frasers trust is better to jip ah?

or jus hoot their parent FCL ?

can consider CMT or CCT ba

FCT ran up a lot already

FCL is not a reit, its a property developer so higher risk

 

[thenakedshades]

ah? all 5 tiger generals already XD liao wor

because I followed ML bro, managed to jiak 2 piece meal today. Then read that you sold off bit, so need to confirm. haha

 

[Retireready]

Hahaha try not to just follow bro . Must research abit also

because I followed ML bro, managed to jiak 2 piece meal today. Then read that you sold off bit, so need to confirm. haha

 

[Amigogo]

can consider CMT or CCT ba

FCT ran up a lot already

FCL is not a reit, its a property developer so higher risk

captialmalltrust or captialcomtrust?

 

[MasterLeong]

because I followed ML bro, managed to jiak 2 piece meal today. Then read that you sold off bit, so need to confirm. haha

CCT and CMT 2 piece meal ok ah, I may add more

or I maybe will all in CDG

so far only these 3 are in my buy list

 

[MasterLeong]

captialmalltrust or captialcomtrust?

both also solid blue chips for long term dividends

see u want shopping mall or office exposure

best is to own both for diversification

 

[TVaddict]

Yo bro I'm also looking to enter CDG. But will do so only after Friday..

 

[MasterLeong]

Yo bro I'm also looking to enter CDG. But will do so only after Friday..

after friday u go in no meaning liao

if results good, earnings up 5% - CDG open up 3% will u board?

if results bad, earnings down 5% - CDP open down 3% will u board?

 

[goh6570]

because I followed ML bro, managed to jiak 2 piece meal today. Then read that you sold off bit, so need to confirm. haha

must DYODD ar
cannot just follow

 

[Squaredot]

if hit 1.2-1.5 times book then consider TP ba

bro, that would be $10+ right?
price now near 52 weeks high.

 

[joshuatangua]

Looking at people rebalancing and all, I have a question! If the portfolio is not big, like max 8k, just hold and slowly build up?

 

[Takodoro]

CDG huat ar! Blackrock increase their shares.