*Official* MasterLeong Thread

[Genosis]

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.

I tend to feel the opposite.....I find selling easier than buying most of the time

Once the fundamentals change for the worse, I am usually quite decisive in divesting......but for me to buy, I must do homework first and look for bargains, shifting goalposts etc etc

 

[MasterLeong]

I only retail and commercial reits, i prefer to focus fire so as to attain above market returns

my portfolio is more pure/focus... as compared to STI ETF

reits/telcos/banks... dont have rubbish commodities counters or dying blue chips like SPH/HPH

so I am very confident that my portfolio will outperform the index

 

[MasterLeong]

for me... buying is always harder... it takes me weeks to months of digging, reading news, reading research reports, reading annual reports to find AMAZING companies that are selling at CHEAP price

after putting in a position... its just waiting and waiting... collect dividends and wait for my company's true value to be reflected in the market... and then sell

best example is ARA... a super hidden gem that very very few people knew about and I made 20k on that position, whole journey all shown and posted in this forum

cheers

 

[MasterLeong]

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...

I also avoid hospitality reits... very volatile and unstable, they are not good for long term dividends..... as they are rather cyclical

healthcare reits are high quality with good future prospects but valuations are too high and yields are too low

 

[MasterLeong]

flat night for US

oil down 2-3%... SCI and KC may see selling pressure as traders quickly lock in profits too

I have sold 2000 KC and 5000 SCI, do not think I will add back even if it comes down cheap... earned enough on this cyclical stocks liao

just wanna enjoy my December break and collect dividends from reits in early 2017

 

[wiz]

maybe we have a winning formula here. wait for my buy call and wait for ML and DK sell call

 

[Genosis]

maybe we have a winning formula here. wait for my buy call and wait for ML and DK sell call

Triple fusion!

 

[wiz]

did not managed to get CMT today will look at loading some tomorrow

 

[Android user]

nico steel?

Nico steel is dangerous, take a look with spiking and see what funds are holding it. Not for long.

 

[Layers]

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

an example of bad acquisition?

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[MasterLeong]

an example of bad acquisition?

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Both under temasek one
Cityspring was dying then they ask KIT to jiak the can of worms

 

[Layers]

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

in the end nothing happened?

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[Genosis]

an example of bad acquisition?

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Basslink used to be bad for CitySpring.....

http://www.kepinfratrust.com/basslink.html

 

[Genosis]

in the end nothing happened?

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Dunno what's the final official decision......maybe still negotiating or deal is off

 

[TheIntelligentInvestor]

I tend to feel the opposite.....I find selling easier than buying most of the time

Once the fundamentals change for the worse, I am usually quite decisive in divesting......but for me to buy, I must do homework first and look for bargains, shifting goalposts etc etc

The easiest time is the in-between buying and selling, just sit back, do nothing and watch it grows!

 

[Layers]

Both under temasek one
Cityspring was dying then they ask KIT to jiak the can of worms

wa Lao eh...........ownself pawn ownself

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[Genosis]

The easiest time is the in-between buying and selling, just sit back, do nothing and watch it grows!

Ya....The lull period in between while the 'fruits ripen' is the best

 

[MasterLeong]

http://forums.hardwarezone.com.sg/e...-high-rental-replace-encik-tan-5406248-9.html

 

[Layers]

http://forums.hardwarezone.com.sg/e...-high-rental-replace-encik-tan-5406248-9.html

Even McDonalds cannot dahan? Biz shld b gd wat. Or they think too much outlet in the area?

Seem like McDonalds is restructuring? tampines mall mc cafe also close down. Biz v gd de leh

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[[M]aiev]

http://forums.hardwarezone.com.sg/e...-high-rental-replace-encik-tan-5406248-9.html

3 Mac at Bugis. lol