*Official* MasterLeong Thread - Part 2

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MasterLeong

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update on portfolio

M1 has gained a lot and unexpectedly is now my top position, I intend to reduce M1 by 1/3 from 15,000 to 10,000 if it reaches my TP of 2.40

FCT and CDG are still in the red, I would be happy to buy more CDG if it comes lower to bring my position from 8,000 to maybe 10,000 or 12,000


those asking for stock pick recommendations my current picks would be for the 4 segments

FCT - 1.98 or lower (current yield 6%, expect weak 2017 due to north point AEI, but 2018 onwards super growth once north point synergies link and explodes)
CDG - 2.50 or lower (expected yield 4% with 5% long term earnings growth)
ST - 3.80 or lower (yield still decent over 4.5% with netlink ipo coming up, potential special dividends in future)
OCBC - 9.20 or lower (yield is close to 4%, sale of UE should likely take place and help book 1 time gains)

cheers
MasterLeong
 

dolph001

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Do you guys know how to transfer whatsapp message from android to iphone ? Is there a way other than buying those 3rd-party apps ?

:(

can only go chat history > email chat to yourself. but these chat won't appear back on your android phone
 

Shion

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can only go chat history > email chat to yourself. but these chat won't appear back on your android phone

I guess this is a better option, after all I only want to keep the more significant conversations out of the many...
 

Shion

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nx1ce8.png


update on portfolio

M1 has gained a lot and unexpectedly is now my top position, I intend to reduce M1 by 1/3 from 15,000 to 10,000 if it reaches my TP of 2.40

FCT and CDG are still in the red, I would be happy to buy more CDG if it comes lower to bring my position from 8,000 to maybe 10,000 or 12,000


those asking for stock pick recommendations my current picks would be for the 4 segments

FCT - 1.98 or lower (current yield 6%, expect weak 2017 due to north point AEI, but 2018 onwards super growth once north point synergies link and explodes)
CDG - 2.50 or lower (expected yield 4% with 5% long term earnings growth)
ST - 3.80 or lower (yield still decent over 4.5% with netlink ipo coming up, potential special dividends in future)
OCBC - 9.20 or lower (yield is close to 4%, sale of UE should likely take place and help book 1 time gains)

cheers
MasterLeong

Impressive :s12::s12:
 

starfish.starfish

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nx1ce8.png


update on portfolio

M1 has gained a lot and unexpectedly is now my top position, I intend to reduce M1 by 1/3 from 15,000 to 10,000 if it reaches my TP of 2.40

FCT and CDG are still in the red, I would be happy to buy more CDG if it comes lower to bring my position from 8,000 to maybe 10,000 or 12,000


those asking for stock pick recommendations my current picks would be for the 4 segments

FCT - 1.98 or lower (current yield 6%, expect weak 2017 due to north point AEI, but 2018 onwards super growth once north point synergies link and explodes)
CDG - 2.50 or lower (expected yield 4% with 5% long term earnings growth)
ST - 3.80 or lower (yield still decent over 4.5% with netlink ipo coming up, potential special dividends in future)
OCBC - 9.20 or lower (yield is close to 4%, sale of UE should likely take place and help book 1 time gains)

cheers
MasterLeong

I will be happy to load more FCT if price comes down further coming week. Happy with their results for the past years. One of my Wwjbh stock. :D
 

Dividends Warrior

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I will be happy to load more FCT if price comes down further coming week. Happy with their results for the past years. One of my Wwjbh stock. :D

Just done the calculations. If I am still holding my initial FCT position since 2011, I would have achieved 'freehold' status this year after adding up all the CD plus capital gains. But too bad I divested all in 2014. Heart pain!
 

Jazzbie

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Just done the calculations. If I am still holding my initial FCT position since 2011, I would have achieved 'freehold' status this year after adding up all the CD plus capital gains. But too bad I divested all in 2014. Heart pain!

Wow! Speaks volume abt the management's strength if they can double a REIT's value in 5 years.
 

starfish.starfish

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Just done the calculations. If I am still holding my initial FCT position since 2011, I would have achieved 'freehold' status this year after adding up all the CD plus capital gains. But too bad I divested all in 2014. Heart pain!

Why heart pain, your money from there is put into FIFO which seems to have worked well for you mah.
 

MasterLeong

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Social media giant Facebook has secured a large office space at the upcoming downtown Marina One development.

Industry sources who asked not to be named told The Straits Times that the American technology firm is taking up more than 250,000 sq ft at the Marina Bay project.
 

Divvy_newbie

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OUE? :eek:

Social media giant Facebook has secured a large office space at the upcoming downtown Marina One development.

Industry sources who asked not to be named told The Straits Times that the American technology firm is taking up more than 250,000 sq ft at the Marina Bay project.
 
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Just done the calculations. If I am still holding my initial FCT position since 2011, I would have achieved 'freehold' status this year after adding up all the CD plus capital gains. But too bad I divested all in 2014. Heart pain!

If go back in time to 2011, will you use your current FIFO method or buy and hold for dividend?

Just curious.
 

Weaboo

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Social media giant Facebook has secured a large office space at the upcoming downtown Marina One development.

Industry sources who asked not to be named told The Straits Times that the American technology firm is taking up more than 250,000 sq ft at the Marina Bay project.
marina one under which company?
 
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