*Official* MasterLeong Thread

[MasterLeong]

FLT i agree that its a good reit with good yield

but do note that all its assets are overseas, so this counter should not make up more than 5% of your portfolio

if really like, maybe max 10% ba

 

[Layers]

Your aims sitting on gains or losses?

Think DK still holding on to aims

currently loss of $3 lol

Only thing that is preventing me from adding more of FLT is:

1) Forex Risk
2) Already one of my biggest positions
3) Moi wanna save ammo to add more MCT (Hopefully fall more leh)

But FLT at current price like attractive >.<

However they doimg inorganic grow with long stable lease n gearing

Sent from Sony E6853 using GAGT

 

[MasterLeong]

currently loss of $3 lol



However they doimg inorganic grow with long stable lease n gearing

Sent from Sony E6853 using GAGT

I think its ok to switch from aims to areit if u want to be safe, since areit is blue chip and more diversified


however generally I would discourage switching too much as it eats up a lot on commission costs

 

[MasterLeong]

aims reit like we previously mentioned got a big chunk of 30% up for renewal, so the risk might be it being renewed at lower rents

however market has factored that in by currently pricing aims reit at 10% discount to book

http://dividendknight.blogspot.sg/

aims is DK top position so must really ask him lol

 

[MasterLeong]

http://forums.hardwarezone.com.sg/s...ino-grandness-sgx-t4b-*official*-5384647.html

example of why s chip cannot touch

 

[Tooi Kono Machi De]

However they doimg inorganic grow with long stable lease n gearing

Sent from Sony E6853 using GAGT

Good ma~ Boring is good. Stable can liao.

Besides, I like the prospects of this industry in Australia as compared to SG

 

[Layers]

Good ma~ Boring is good. Stable can liao.

Besides, I like the prospects of this industry in Australia as compared to SG

their property is freehold? Or longer. Better than sg too.

That's why tempted to switch haha

Sent from Sony E6853 using GAGT

 

[Average]

key risk to reits: interest rates increase.

i wont be expecting to hold reits for long term as US normalize rates.

Sent from 穷小子 using GAGT

 

[Weaboo]

Bro haha

http://forums.hardwarezone.com.sg/s...ino-grandness-sgx-t4b-*official*-5384647.html

example of why s chip cannot touch

 

[MasterLeong]

Holding reits is like buying condo to rent out
Its for long term passive income

 

[Shawny88]

M1 @ $2.00!

 

[akwl88]

Will MCT drop to 1.4 tmr or the day after?

 

[kakashixx]

Anyone looking into SATS, i see potential for it to hit 5.5. Can accumulate when it falls back, i recently added 2500 shares at avg 4.73.

 

[kakashixx]

Will MCT drop to 1.4 tmr or the day after?

Same TP as me but i wait until flower also rot already, now no more cash in hand to wait anymore. I cant own vivo anymore boohoo

 

[mcsane]

Will MCT drop to 1.4 tmr or the day after?

U jump i jump

 

[Dividends Warrior]

Holding REITs is like being ARA, managing a portfolio of listed REITs. In fact, you will fare better than ARA because ARA has to share some of its earnings as dividends with its shareholders. If you are managing a portfolio of REITs by yourself, you get to 'have your cake and eat it too'.

Did a rough calculation. If I did not fully divest CMT (which was one of my very first counters I bought in 2009), my total returns (capital appreciation + distributions) will make CMT almost 'freehold' status for me by now. Regretting it now.

Please learn from my mistake. Let my experience be a cautionary tale for you all. Time in market really beats timing the market.

 

[akwl88]

Holding REITs is like being ARA, managing a portfolio of listed REITs. In fact, you will fare better than ARA because ARA has to share some of its earnings as dividends with its shareholders. If you are managing a portfolio of REITs by yourself, you get to 'have your cake and eat it too'.

Did a rough calculation. If I did not fully divest CMT (which was one of my very first counters I bought in 2009), my total returns (capital appreciation + distributions) will make CMT almost 'freehold' status for me by now. Regretting it now.

Please learn from my mistake. Let my experience be a cautionary tale for you all. Time in market really beats timing the market.

up for quote of the day!!!

 

[Dividends Warrior]

Based on 13 Dec Closing Price


Suntec REIT

Closing: $1.725

NAV: $2.10

17.9% undervalued


CapitaLand Commercial Trust

Closing: $1.54

NAV: $1.72

10.5% undervalued


Frasers Centrepoint Trust

Closing: $1.92

NAV: $1.93

Fairly-valued


CapitaLand Mall Trust

Closing: $1.945

NAV: $1.86

4.7% overvalued


Mapletree Commercial Trust

Closing: $1.42

NAV: $1.32

7.5% overvalued


Ascendas REIT

Closing: $2.39

NAV: $2.03

17.7% overvalued

 

[Takodoro]

Holding REITs is like being ARA, managing a portfolio of listed REITs. In fact, you will fare better than ARA because ARA has to share some of its earnings as dividends with its shareholders. If you are managing a portfolio of REITs by yourself, you get to 'have your cake and eat it too'.

Did a rough calculation. If I did not fully divest CMT (which was one of my very first counters I bought in 2009), my total returns (capital appreciation + distributions) will make CMT almost 'freehold' status for me by now. Regretting it now.

Please learn from my mistake. Let my experience be a cautionary tale for you all. Time in market really beats timing the market.

Just curious, if that is the case, then why are you still adopting FIFO/trading?

Do you intend to go 60-20-20 eventually? 60% core, 20% FIFO, 20% spare?

 

[akwl88]

Based on 13 Dec Closing Price


Suntec REIT

Closing: $1.725

NAV: $2.10

17.9% undervalued


CapitaLand Commercial Trust

Closing: $1.54

NAV: $1.72

10.5% undervalued


Frasers Centrepoint Trust

Closing: $1.92

NAV: $1.93

Fairly-valued


CapitaLand Mall Trust

Closing: $1.945

NAV: $1.86

4.7% overvalued


Mapletree Commercial Trust

Closing: $1.42

NAV: $1.32

7.5% overvalued


Ascendas REIT

Closing: $2.39

NAV: $2.03

17.7% overvalued

means can kio CCT and SUN now?