*Official* MasterLeong Thread - Part 2

[Layers]

FLT 0.97 liao

congrats to those who boarded at 0.93

seems like fraser family reits are doing well like FCT and FLT

capital family one CCT/CMT lagging behind

I nibble nia lol. Well better than no buy

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[Layers]

sold 3000 suntec today at 1.72 reducing from 15,000 to 12,000 to lock in a 4% net profit

last week also sold off 5,000 MCT from 20,000 to 15,000 to lock in 7% net profits

I am looking to sell off some FCT to also lock in gains, likely to reduce from 15,000 to 10,000 if it comes to 2.10 level

5 tiger generals have done well and I am proud of them ^^

Low capital can only hold and accumulate

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[goh6570]

Di di very hardworking
Yeah thats means now too much fear in market

so when ppl has fear, we buy? lolx

 

[DamienK]

Then all in on CDG?

ML also looking at ThaiBev right?

 

[thenakedshades]

sold 3000 suntec today at 1.72 reducing from 15,000 to 12,000 to lock in a 4% net profit

last week also sold off 5,000 MCT from 20,000 to 15,000 to lock in 7% net profits

I am looking to sell off some FCT to also lock in gains, likely to reduce from 15,000 to 10,000 if it comes to 2.10 level

5 tiger generals have done well and I am proud of them ^^

Any reasons why are you selling to lock in profits rather than keep for CD?

 

[Average]

Any reasons why are you selling to lock in profits rather than keep for CD?

last year was volatile, this year could be...

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[Takodoro]

ML also looking at ThaiBev right?

For all the time I followed shifu, I think he may sell FCT and hoot big on CDG before Friday results announcement.

Then sell SH/M1 when MCT reach 1.45.

Shifu, am I right?

 

[Perisher]

Any reasons why are you selling to lock in profits rather than keep for CD?

It's always good to take profit. Especially in SG context where the market is pretty flat.

 

[Dividends Warrior]

For all the time I followed shifu, I think he may sell FCT and hoot big on CDG before Friday results announcement.

Then sell SH/M1 when MCT reach 1.45.

Shifu, am I right?

You described until like he turned to FIFO.

 

[Takodoro]

You described until like he turned to FIFO.

I think there is a fine line between re-balancing, FIFO, buying on dips etc.

 

[onlybuyneversell]

I think there is a fine line between re-balancing, FIFO, buying on dips etc.

So ML is re-balancing or FIFO liao?

 

[xSieghartx]

Any reasons why are you selling to lock in profits rather than keep for CD?

My FCT's approaching a yield equivalent to almost 2 years worth of dividends, I'm sure ML entered around the same price I did. Wouldn't be bad to sell and lock in a profit you've gained in a couple of months equivalent to dividends received holding for 2 years.

 

[Takodoro]

So ML is re-balancing or FIFO liao?

You have to ask him liao....

 

[onlybuyneversell]

FLT is my top holding with 28k units. If can reach $1, laugh until teeth drop.

1 dollar is very possible. If a reit is increasing dpu quarter after quarter, confirm can trade 1.1 p/b and above.

 

[MasterLeong]

Hi ML, any reasons why so keen to lockin profits?
Do you think market is toppish at the moment?

my style is like that one, when market bearish on certain segment I will go in and bet big

like banks were cheap I bet almost 100k on them 40k ocbc 30k dbs 30uob
after they ran up I sold down... now 25k each

same for reits... they were sold down 10% late last year, I made a big bet almost 115k on the 5 tiger generals, 30k cct 30k cmt 30k fct 30k mct 30k sun 25k

so now i rebalancing again lor, cct and cmt likely to keep at 30k level as they are solid blue chips that i want for longest term
fct mct sun are considered mid caps so wanna bring them down towards 20k level

I like that explain you understand what I am doing?

 

[MasterLeong]

Then all in on CDG?

so far this yearly mostly loading up on CDG only... managed to build up to 12,000 shares already
if it drops further I do not mind going up to 15,000 shares
I believe the 20% drop from 3.00 to 2.40 is too fearful, fundamentally I expect 2016 full year earnings to be stable for CDG

 

[MasterLeong]

ML also looking at ThaiBev right?

yup but current PE ratio a bit too high for me

if 80 cents or less maybe I will buy TB

 

[MasterLeong]

Any reasons why are you selling to lock in profits rather than keep for CD?

ah? all 5 tiger generals already XD liao wor

 

[Divvy_newbie]

Same boat.. vested with 20k units..

FLT is my top holding with 28k units. If can reach $1, laugh until teeth drop.

 

[MasterLeong]

For all the time I followed shifu, I think he may sell FCT and hoot big on CDG before Friday results announcement.

Then sell SH/M1 when MCT reach 1.45.

Shifu, am I right?

not really like that, CDG i already positioned 12,000

will only add more if it goes lower