*Official* MasterLeong Thread - Part 2

[PoGooo]

Must ask your auntie to join this thread

 

[SeVenn]

the prob is when she was buying keppel it was a solid blue chips.

Commodities are cyclical. A blue chip commodity counter is no different. Plenty of high growth stocks not related to commodities. No reason to touch commodity counters for me.

People say gold is the safest. Look what's happening to CNMC now

 

[jmapsmylife]

Only investment!

I thought aunties always like to advise that you should never put all your eggs into one basket

she have others but very small holding like 1000 units and a lot of bonds. all this not impt. keppel now more impt. if i am her i will cut loss.

 

[caltex88]

Ya.....that's why I divested M1 and Starhub last year and re-directed my funds into Ascendas, FLINT and MCT

Turned out to be my 2nd best investment decision of 2016!!!

so what was your 1st best investment decision?

 

[MasterLeong]

Cyclical stock buy at peak is really gg

if accidentally bought at peak, down 10% must cut losses liao

example noble was $1.00

 

[Retireready]

Hi guys, I am currently holding 5 REITs and 2 telcos. Gonna receive my bonus next month, should I look to put in another Reit counter? Will I be overexposed? Or should I go for mid-Cap company ?_?

 

[MasterLeong]

Hi guys, I am currently holding 5 REITs and 2 telcos. Gonna receive my bonus next month, should I look to put in another Reit counter? Will I be overexposed? Or should I go for mid-Cap company ?_?

I only holding

5 reits
3 telcos
3 banks
1 transport

I feeling very comfortable


maybe can consider non reit/telco blue chips or mid caps?

 

[SeVenn]

Hi guys, I am currently holding 5 REITs and 2 telcos. Gonna receive my bonus next month, should I look to put in another Reit counter? Will I be overexposed? Or should I go for mid-Cap company ?_?

No right and wrong here. Need to find your own investing style/ratio.

If you want to build recurring income and don't want to spend time monitoring the market, more REITs is good

 

[caltex88]

Hi guys, I am currently holding 5 REITs and 2 telcos. Gonna receive my bonus next month, should I look to put in another Reit counter? Will I be overexposed? Or should I go for mid-Cap company ?_?

ML had been shouting out loud on CDG... dont say bojio

 

[MasterLeong]

Hi guys, I am currently holding 5 REITs and 2 telcos. Gonna receive my bonus next month, should I look to put in another Reit counter? Will I be overexposed? Or should I go for mid-Cap company ?_?

just curious which 5 reits u holding? lol

 

[MasterLeong]

ML had been shouting out loud on CDG... dont say bojio

yup i feel that CDG boat at port

down 20% from 3.00 peak to now around 2.40 level

I do not think earnings will be down 20% for FY2016

maybe earnings at worst case down 5% for 2016 due to taxi biz pressures

 

[MasterLeong]

generally cyclical industries are like

commodities
shipping
oil and gas related
property development

these are all for trading only... if u buy and hold for 5 years, hard to make money

 

[MasterLeong]

Hi guys, I am currently holding 5 REITs and 2 telcos. Gonna receive my bonus next month, should I look to put in another Reit counter? Will I be overexposed? Or should I go for mid-Cap company ?_?

if banks pull back to 1 times book value, do have the courage to pick some up ^_^

meanwhile among blue chip space, can take a look at thai bev and CDG... both down 20% from peak

the PE ratio is high for both, but they are growth stocks... one in consumer beverage another in transport...

 

[Retireready]

3 tiger generals CMT CCT MCT and 2 warriors MLT and Starhill

just curious which 5 reits u holding? lol

 

[Retireready]

Thanks anyway guys

 

[MasterLeong]

3 tiger generals CMT CCT MCT and 2 warriors MLT and Starhill

nice! looks pretty balanced

2 retail
1 office
1 logistics
1 mixed

ok liao

maybe u take the time to study

the 3 blue chip banks
transport - CDG
consumer - thaibev

if any of these 5 got pull backs, can consider boarding
from my scanning the fundamentals are good, but u ownself have to study and learn the business in depth

cheers

 

[Maeda_Toshiie]

the prob is when she was buying keppel it was a solid blue chips.

*cough* Creative *cough*

*cough* NOL *cough*

*cough* Noble *cough*

Commodities are cyclical. A blue chip commodity counter is no different. Plenty of high growth stocks not related to commodities. No reason to touch commodity counters for me.

People say gold is the safest. Look what's happening to CNMC now

Keppel is not a commodities counter.

 

[PoGooo]

if banks pull back to 1 times book value, do have the courage to pick some up ^_^

What are the bank stocks book values? How do we check for them?

 

[MasterLeong]

thaibev is my new pick

if goes down to 80 cents I may wanna board

I think its a decent stock for long term if u want exposure into a consumer stock which SGX seriously lacks compared to US market

 

[MasterLeong]

What are the bank stocks book values? How do we check for them?

http://www.sharesinv.com/prices/index-sti/indicators

this link i post over 30 times already lol