*Official* MasterLeong Thread

[Asphodeli]

Roger thanks knight

What about Keppel Infrastructure Trust, I see the dividend payout is so much and consistent. Plus the price drop to .48, can hoot?

For KIT, unless you were an old CitySpring or KIT unit holder before the merger, it makes more sense to skip this business trust.

 

[Tornesoul]

I am still waiting to pick up the reits on the day fed hike is been announced. I will be looking at Keppel Infra and Suntec.

when is the dec meeting? btw which web to see

 

[Genosis]

Roger thanks knight

What about Keppel Infrastructure Trust, I see the dividend payout is so much and consistent. Plus the price drop to .48, can hoot?

Avoid KIT.....it swallowed CitySpring Infrastructure in the past.....not good

 

[Genosis]

when is the dec meeting? btw which web to see

13-14 dec.....

 

[MasterLeong]

gearing like very high,

and commodities biz very dodgy one
intl players like glencore, BHP and locally, Noble, Olam all got bad reputation

CWT is bad FA

I never touch commodities counter de
all of them are like black boxes
dunno what is inside... cannot invest one

 

[MasterLeong]

For KIT, unless you were an old CitySpring or KIT unit holder before the merger, it makes more sense to skip this business trust.

yeah KIT is too tricky... very hard to value those power assets when their life span is so short...

 

[MasterLeong]

when is the dec meeting? btw which web to see

bloomberg tv............

 

[MasterLeong]

Avoid KIT.....it swallowed CitySpring Infrastructure in the past.....not good

CSI I remember last time always rights issue... super value trap counter

KIT was a good counter, never rights before and high yield

when good + bad merge together... dunno become what sia lol

 

[Asphodeli]

nico steel?

In before they talking about ttj

Sent from Samsung SM-N910G using GAGT

should be Asian Enterprises ba...they mentioned market cap is $17 mil (or was it $70 mil?) and pays dividends

 

[Genosis]

http://cwt.listedcompany.com/newsroom/20161102_171618_C14_PLFYKNOYM8T30O07.2.pdf

see page 6... u will be SHOCKED

But how come HNA is not shocked? They even want to swallow CWT leh...

http://www.reuters.com/article/us-cwt-ltd-m-a-hna-idUSKCN0XX0M9

 

[akwl88]

Song bo one more week to rate hike

 

[TheIntelligentInvestor]

Mine also quite REIT-heavy..... 11 S-REITs altogether

1. AIMS: 11.34%
2. MLT: 9.41%
3. FCT: 8.28%
4. PLife: 5.48%
5. Ascendas: 4.73%
6. Keppel DC: 4.47%
7. CMT: 3.88%
8. FLINT: 3.43%
9. MGCCT: 3.3%
10. Suntec: 2.91%
11. MCT: 1.63%

Total percentage of portfolio: 58.86%

Annual projected distributions from REITs component: $13.3k

7 REITs for me:

1) CMT 6%
2) CCT 5.8%
3) AAReit 4.9%
4) AReit 4.8%
5) Starhill 3.8%
6) KReit 3.6%
7) MLT 1.4%

Total 30% portfolio. Expected div yield from REITs is 6.6% or 16.3k pa.

 

[MasterLeong]

reits touching 40% of my portfolio liao

love the power of CD

 

[MasterLeong]

But how come HNA is not shocked? They even want to swallow CWT leh...

http://www.reuters.com/article/us-cwt-ltd-m-a-hna-idUSKCN0XX0M9

China too cash rich, anyhow buy one hahahaha

 

[Genosis]

7 REITs for me:

1) CMT 6%
2) CCT 5.8%
3) AAReit 4.9%
4) AReit 4.8%
5) Starhill 3.8%
6) KReit 3.6%
7) MLT 1.4%

Total 30% portfolio. Expected div yield from REITs is 6.6% or 16.3k pa.

Wa.....u also have a DIY reit etf

6.6% blended yield is solid!!!

 

[MasterLeong]

power of reits

power of CD!!!!!!!!

 

[wiz]

Just to share something interesting I did a few months ago . I have always been quite good at buying but really bad at selling. Reflecting a couple of times over the years and if I am to hold on those, the dividends and capital gains will be a lot higher than flipping.

So caught a few bargains early in the year, DBS, OCBC, M1(ya not great) I decided to close all my CDP broker accounts so I cannot sell these. So far it has been great! Let's see what happens in a few months and hopefully I will keep these for a long long time to come.

 

[TheIntelligentInvestor]

Wa.....u also have a DIY reit etf

6.6% blended yield is solid!!!

I go for 2 retails, 2 ind, 2 office and 1 logistics REITs. Probably missing is a healthcare Reit, maybe PLife...

 

[akwl88]

Tis the season for 2017 outlooks.

The Dow keeps setting records, so a fair share of strategists — often upbeat to begin with — have visions of sugar plums dancing in their heads.

Not that it’s all cheery chatter. Vanguard’s end-of-year take says pessimists and optimists each have had their shining moment — and then blasts them both.

As 2016 ends, market sentiment has “quickly shifted from an overly pessimistic outlook of cyclically weak stagnation toward an overly optimistic expectation of a growth acceleration,” says the investing giant’s economics team, led by Joe Davis. “Both views are incorrect.”

What we’re actually likely to get is neither stagnation nor a boom. Instead, we’ll get more low global growth, according to Vanguard’s 2017 outlook, which serves as our call of the day.

What should investors expect? Portfolio returns will be modest, compared with the heady gains scored since the depths of the financial crisis, Davis & Co. say. They add that they’re “guarded, but not bearish.”

Their key tail risks for next year include U.S. trade renegotiations, European elections, Brexit talks, and Russia’s “foreign policy adventures.” There’s also political uncertainty in the Philippines, Venezuela and South Africa to watch for.

As for recession in the U.S., this could be triggered by the collapse of global trade, aggressive monetary policy, a U.S. stagflation scenario and a Chinese financial crisis, Vanguard says.

 

[Genosis]

I go for 2 retails, 2 ind, 2 office and 1 logistics REITs. Probably missing is a healthcare Reit, maybe PLife...

Yup......a healthcare REIT will make ur collection more complete

And in an aging world, a healthcare REIT is rather essential too

I see that u also avoid hospitality Reits...