*Official* MasterLeong Thread - Part 2

[Genosis]

for industrial reits, i vote my confide in FLT (vested @ 93cents). yield not attractive like other industrial reits that has local exposure, but from long term perspective is more stable. Power of freehold/long term land lease. Besides, gearing of FLT is much lower which means DPU can easily up, depends on risk appetite of manager

Ya.....FLT at 0.93 or lower is easy buy!

 

[thenakedshades]

I remember book value around 18.36? Now is only slightly above PB......I will wait for the coming results first

no wi think is 1.0x times pb so maybe i will wait abit

if your position big can take partial profits sell 1/3

if positioon small just hold to ride teh bull

my position very very small. but so far is 22% gain so taking if should take profit. Probably wait awhile more.

 

[Genosis]

Wah Seh,
Past 2 days no time to see the market, realized my SCI chiong up liao. Thinking whether to divest now.

Maybe consider take partial profit?

 

[JuzMobile]

Damn sian. Wait 2 years for SCI to rebound. Sell to break even. Now all the way shoot up

I remember DK and ML was saying Time in market is definitely better than timing the market.
Afterall, Utilities is a good industry mah although got small sector is oil related la

 

[Genosis]

REITs sinking fast

In the end CMT only good for FIFO, haiz.

Next month is XD period for many REITs......plus Mar rate hike fears and Brexit coming!

Cleaning off the dust on my $40k warchest......

 

[Genosis]

I remember DK and ML was saying Time in market is definitely better than timing the market.
Afterall, Utilities is a good industry mah although got small sector is oil related la

Ya..... time in market is better than timing the market especially when you are young and have plenty of time on ur side Re-investing is important too......dun just let the divvy rot in the bank

Even the legendary DW also admitted his regret in divesting all his FCT positions.....if he held from 2011 to 2016, his FCT oredi 'freehold' status inclusive of divvy.....sighzzz But luckily his FIFO still doing fine at the moment

 

[akwl88]

Next month is XD period for many REITs......plus Mar rate hike fears and Brexit coming!

Cleaning off the dust on my $40k warchest......

wow dk ang bao lui many many

 

[MasterLeong]

Cmt dropping.. despite gonna xd... Why ah... Not sure shld hoot now or after xd

still a solid blue chip.... must learn to have courage

if blue chip also dun dare to hoot, then maybe park money in SSB sua liao hahahahaha

 

[Arsenalz]

my worst case prediction for tonight m1 results

earnings down 20%, dividends down 20%

vested 15,000 shares, TP 2.40

Thought you are looking to reduce?

 

[JuzMobile]

Next month is XD period for many REITs......plus Mar rate hike fears and Brexit coming!

Cleaning off the dust on my $40k warchest......

Aiseh, 40k
MAybe the chest itself is worth 40k, inside maybe 400k SGD, lol
Me really ish poor peasant.

 

[MasterLeong]

Seems to be down more than the dividend itself

down dividends amount then + or -, 1-2% is just normal market movement ba

i wouldnt think so much

 

[Lovecross]

for industrial reits, i vote my confide in FLT (vested @ 93cents). yield not attractive like other industrial reits that has local exposure, but from long term perspective is more stable. Power of freehold/long term land lease. Besides, gearing of FLT is much lower which means DPU can easily up, depends on risk appetite of manager

Ya.....FLT at 0.93 or lower is easy buy!

Ya I agree with this. The only industrial REITS I'm holding, but vested a bit high @ 94.5 cents. Going to hold for long term, since I think FLT has the potential.

 

[MasterLeong]

http://www.sharesinv.com/D05/

here put dbs price to book 1.06

which i still feel on the low side ba

if really wanna TP, more towrds 1.20 book then sell

 

[MasterLeong]

Thought you are looking to reduce?

yup, if hit 2.40 TP will reduce 5,000 from 15,000 to 10,000 for sure

i wait till neck long liao

 

[MasterLeong]

Aiseh, 40k
MAybe the chest itself is worth 40k, inside maybe 400k SGD, lol
Me really ish poor peasant.

u still young ba, slowly save up and build up warchest ba


I now no more warchest.... waiting to collect dividends to re invest only

i wanna hoot 2000 more CDG after XD period

 

[Genosis]

wow dk ang bao lui many many

Hehehe......year-end bonus still rotting in bank

Luckily got deploy some on nibbling Singtel last month.....if not...warchest would have overflowed liao! Not used to seeing so much cash in account Gonna put some in SSB

 

[Retireready]

I am 27, what should be a respectable amount of warchest I should have

 

[lewissac]

I am 27, what should be a respectable amount of warchest I should have

You should ask what amount of warchest you want to have at 27. warchest correlates with your ability to save as well as your ability to generate income from work/stocks/etc.

 

[EvilPaladin]

during coming AGM karen sure kanna shoot gao gao

if she cannot give good answers, we should just force her to step down

Please jio me boss, i want to go there and see show too

 

[chowck]

REITs sinking fast

In the end CMT only good for FIFO, haiz.

So it seems like bet FCT & CMT, FCT is winning the race despite the fact that CMT is deemed a blue chip.