*Official* MasterLeong Thread - Part 2

[MasterLeong]

master now can buy what?

I feel is starhub and M1

 

[MasterLeong]

Sigh i nvr over vest now miss boat to cover losses

market up so much u still sitting on paper losses... how come sia?????

 

[MasterLeong]

Welcome back!

I fully divested SCI after finally making it back to green. Waiting for opportunity and play around volatility to go back in.

Looking at telcos to add now. Also, thanks for heads up (and 3F) on Sabana reit. Might consider holding small portion.

SCI I also no more riao

ROE% seems depressed for 2016 and 2017, however their utilities business still seems good

 

[MasterLeong]

Thanks for the tips ML!! However only followed cmt haha

gong xi gong xi

CMT at 1 times book value was really a good buy

now back over $2 riao

 

[MasterLeong]

My winning 11:

OCK
CCT CMT CMT ST
FCL FCL FCL CASH
Thaibev M1

Can gun for premier league title?

FCL u still holding ah... i think can TP riao ba...

they bidding for jurong point... if they win, gearing will rocket up

 

[MasterLeong]

ARA, GLP and FCL, I all take profit liao

those still holding, can strongly consider to take profit already... no need to be too greedy

 

[MasterLeong]

master now can buy what?

CDG also looks decent... i expect higher earnings and dividends for full year 2016

 

[MasterLeong]

my portfolio CXG riao.. now near 325k level...

i still remember 2016 jan lows... during sti 2500 bear.. my portfolio low was like 245k level LOL

 

[Layers]

Out of the 5 Tiger Generals, I dun have CCT.....

cct my first reit, bought below 0.8PB. Wonder why no one buy. Too noob so dunno if I am right. Bought a little n slowly avg up lol.

Sometimes have to be brave

My winning 11:

OCK
CCT CMT CMT ST
FCL FCL FCL CASH
Thaibev M1

Can gun for premier league title?

OCK also cheong?

Sent from Sony E6853 using GAGT

 

[MasterLeong]

cct my first reit, bought below 0.8PB. Wonder why no one buy. Too noob so dunno if I am right. Bought a little n slowly avg up lol.

Sometimes have to be brave

OCK also cheong?

Sent from Sony E6853 using GAGT

CCT recently up a lot due to the golden shoe carpark becoming office asset
same as how CCT created capital green, so upside to increase nav per share if successful again

 

[Takodoro]

FCL u still holding ah... i think can TP riao ba...

they bidding for jurong point... if they win, gearing will rocket up

Waiting for XD end of the month.

Jurong point is top top top quality asset imho. If they really win the bid I think is not a bad thing, cause got room to grow.

However, there is not much clarity on how they are going to fund the asset acquisition if they win......

 

[Layers]

CDG also looks decent... i expect higher earnings and dividends for full year 2016

CDG can buy?

Sent from Sony E6853 using GAGT

 

[Takodoro]

cct my first reit, bought below 0.8PB. Wonder why no one buy. Too noob so dunno if I am right. Bought a little n slowly avg up lol.

Sometimes have to be brave

OCK also cheong?

Sent from Sony E6853 using GAGT

OCK small small small small position only

As small as the meat in the OCK curry puff.

 

[MasterLeong]

CDG can buy?

Sent from Sony E6853 using GAGT

yup, but its more of a growth stock like banks


if want dividends, reits and telcos

 

[Takodoro]

CDG also looks decent... i expect higher earnings and dividends for full year 2016

yyhwin bearish on CDG wor

He said CDG as a company got no growth opportunity

 

[MasterLeong]

Waiting for XD end of the month.

Jurong point is top top top quality asset imho. If they really win the bid I think is not a bad thing, cause got room to grow.

However, there is not much clarity on how they are going to fund the asset acquisition if they win......

FCL very aggressive in using debt like how they paid 4 bil for australand
now so fast want to jiak jurong point lol

FCL is a non blue chip, so risk is higher.... just be careful if u want to continue holding

I feel that if bought at 1.50... up 15 cents to 1.65 is already earn 10% in a short time... more than good enough

property developers are more for trading and less for buy and hold

if want buy and hold for dividends, telcos and reits are more appropriate

 

[MasterLeong]

yyhwin bearish on CDG wor

He said CDG as a company got no growth opportunity

lol... u must open up CDG annual report and see their 10 year track record

 

[madtari]

erm... but market prices can always swing, and your average price won't change unless you make new trades. ppl can always refer back to this and undercut you unless market is up up and away for a long long time.

Now green can show
Ppl unable to undercut anymore hahaha

 

[MasterLeong]

CDG so good track record... solid blue chip for sure... however PE ratio is high at 16 times... I would avoid trying to own too many companies with high PE... so far in my portfolio only ST and CDG is high PE of 15-16 times

 

[MasterLeong]

erm... but market prices can always swing, and your average price won't change unless you make new trades. ppl can always refer back to this and undercut you unless market is up up and away for a long long time.

if market crash again... then lan lan lor... bo bian