*Official* MasterLeong Thread - Part 2

[Mancunian2]

SH closed zhun zhun 2.80, BB have made it clear that this is the line of defense

don't mean to pour cold water on you,
wha stock moves violently on any day, it is likely to continue in that direction in the next few days

technical analysis basics

 

[daxiong88]

Can buy SH if it goes lower, 5-6% dividend not bad

 

[MasterLeong]

don't mean to pour cold water on you,
wha stock moves violently on any day, it is likely to continue in that direction in the next few days

technical analysis basics

hahaha its fine la

I not TA de, i more of FA

 

[MasterLeong]

quick talk on portfolio
M1/SH were painful mistakes as their dividends were cut 16%/20%, I think these 2 positions will likely remain red for a long time while I slowly collect the 5-6% yield to heal up
CDG has crashed from 3.00 to 2.38 on fears on its taxi segment, I admit that I am very bad at timing the market... I bought in 3 batches of 4,000 shares to total 12,000 shares yet my cost price is still bad at a 3% red... this may become my big bet for 2017 as I intend to bring it up to 15,000 top position if it falls even further. I strongly believe that CDG is fundamentally solid and it would not end up like M1/SH.

In the past 2 weeks I have reduce some MCT and SUN to lock in 7%/4% net profits, I intend to also reduce some FCT if it comes to 2.10 level... I am re-balancing in a sense that mid cap counters are reduced while solid blue chips like CCT/CMT remains the same

The cash from the MCT/SUN/FCT may all be used to make the big bet on CDG, we shall see..... ^_^

$COMFORT(2127) $Suntec Reit(T82U) $Mapletree Com Tr(N2IU) $Frasers Cpt Tr(J69U)

 

[birdypig]

quick talk on portfolio
M1/SH were painful mistakes as their dividends were cut 16%/20%, I think these 2 positions will likely remain red for a long time while I slowly collect the 5-6% yield to heal up
CDG has crashed from 3.00 to 2.38 on fears on its taxi segment, I admit that I am very bad at timing the market... I bought in 3 batches of 4,000 shares to total 12,000 shares yet my cost price is still bad at a 3% red... this may become my big bet for 2017 as I intend to bring it up to 15,000 top position if it falls even further. I strongly believe that CDG is fundamentally solid and it would not end up like M1/SH.

In the past 2 weeks I have reduce some MCT and SUN to lock in 7%/4% net profits, I intend to also reduce some FCT if it comes to 2.10 level... I am re-balancing in a sense that mid cap counters are reduced while solid blue chips like CCT/CMT remains the same

The cash from the MCT/SUN/FCT may all be used to make the big bet on CDG, we shall see..... ^_^

$COMFORT(2127) $Suntec Reit(T82U) $Mapletree Com Tr(N2IU) $Frasers Cpt Tr(J69U)

Board the CDG taxi bumboat !! Huat ar

 

[MasterLeong]

Board the CDG taxi bumboat !! Huat ar

welcome on board! huat ah $$$$$$$$$$$$$$$

 

[MasterLeong]

CDG float or sink see this friday liao
I already 12,000 shares, thinking very hard if i wanna make a big big het towards 15,000 or 20,000 shares or not

 

[MasterLeong]

any views on Areit?

http://ir.ascendas-reit.com/newsroom/20170124_222116_A17U_AOHCT4904RES2GSQ.3.pdf

 

[onlybuyneversell]

any views on Areit?

http://ir.ascendas-reit.com/newsroom/20170124_222116_A17U_AOHCT4904RES2GSQ.3.pdf

The report this quarter was a little lackluster. I expected better results

Increase in dpu despite more shares dilution. Personal view is can hold long term, science parks is wwjbh.

One more thing to point out is even during 2016 bear bear, areit only traded at nav. Never go below wor. (If I remember correctly.)

Vested.

 

[MasterLeong]

picture upload
A reit really super diversified

not like FLT all focused on logistical assets in aussie, more risky

 

[onlybuyneversell]

One of the risk of Areit pointed out by average few months back:

ascendas... ECS

Sent from money loser using GAGT

Still got 80 M dollars worth can be converted at 2.018.

 

[MasterLeong]

The report this quarter was a little lackluster. I expected better results

Increase in dpu despite more shares dilution. Personal view is can hold long term, science parks is wwjbh.

One more thing to point out is even during 2016 bear bear, areit only traded at nav. Never go below wor. (If I remember correctly.)

Vested.

the nav close to $2, i think to hoot at $2.20 level

but now very high at 2.40 level

 

[MasterLeong]

One of the risk of Areit pointed out by average few months back:



Still got 80 M dollars worth can be converted at 2.018.

dilution sia............ gg

 

[onlybuyneversell]

the nav close to $2, i think to hoot at $2.20 level

but now very high at 2.40 level

Mai undercut leh.

I vested at 2.3.

 

[MasterLeong]

average didi more and more pro liao, know how to spot the traps alreadyhahahahhaaha

 

[MasterLeong]

Mai undercut leh.

I vested at 2.3.

hahahahahahaha

maybe i not buying Areit ba, i dun really like industrial assets

but if i really wanna diversify into this area, my top pick is Areit, 2nd pick is FLT

 

[onlybuyneversell]

dilution sia............ gg

yea, but because the management can still increase dpu this quarter. That's why areit still can trade at premium to nav.

 

[MasterLeong]

https://www.bloomberg.com/news/arti...es-rocky-2017-for-oil-as-trump-ruffles-market

 

[Average]

average didi more and more pro liao, know how to spot the traps alreadyhahahahhaaha

this also read in one of the broker reports

Sent from 金鸡 using GAGT

 

[moooody]

welcome on board! huat ah $$$$$$$$$$$$$$$

Me too! Huat ar!!!!!!!
Started my first buy for 2017 with CDG shares