*Official* MasterLeong Thread

[Asphodeli]

Support +1!

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[MasterLeong]

problem is, revenue from conventional telco biz is falling.

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Also u see 2015 and 2016 most businesses reported lower earnings, economy is bad
But telcos doing better than say shipping, marine, manufacturing

 

[MasterLeong]

Reits and telcos look bad in the short term
But if u have a long term view, the returns will still be decent
The same cannot be said to some other industries like manufacturing or shipping

 

[Average]

okok, masterleong got look at plife reit?

Looks gd to me but the hindrance to invest is the high pb n pe ratio compared to other reits leh...

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[starfish.starfish]

Reits and telcos look bad in the short term
But if u have a long term view, the returns will still be decent
The same cannot be said to some other industries like manufacturing or shipping

Am adding in my portfolio some "entertainment" related biz.

 

[linxiaobei]

To minimize conflicts with other members in this forum, I will only be posting in this thread

Those who wish to read my posts or ask me questions can post here

those who dislike me or do not wish to read my post can avoid this thread or add me to ignore list

cheers

Welcome back masterleong.

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[starfish.starfish]

okok, masterleong got look at plife reit?

Looks gd to me but the hindrance to invest is the high pb n pe ratio compared to other reits leh...

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Me like plife reit too though much prefer to add more at 2.2 range.
Now only small small percentage in my portfolio.

 

[MasterLeong]

If one die die cannot accept companies that post lower earnings during down turn then go by staple stocks like rmg sheng siong thai bev and pay high price of 20-30 times earnings

 

[MasterLeong]

okok, masterleong got look at plife reit?

Looks gd to me but the hindrance to invest is the high pb n pe ratio compared to other reits leh...

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Way above book value
I would avoid surely

 

[MasterLeong]

okok, masterleong got look at plife reit?

Looks gd to me but the hindrance to invest is the high pb n pe ratio compared to other reits leh...

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So many good reits selling at book or lower
I prefer retail and commercial assets for long term
Most bearish on industrial, sg moving away from manufacturing
I like healthcare assets but valuations are way too high

 

[MasterLeong]

Me like plife reit too though much prefer to add more at 2.2 range.
Now only small small percentage in my portfolio.

Which reits u currently holding

 

[Asphodeli]

Actually telco business is very matured already
If u compare to US or HK telcos, not much to innovate one

Agree, telco stocks are for dividend play nowadays

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[Wood41]

Do you still holding or cut loss earlier on StarHub & M1 as they dropped off the cliff recently ?

 

[Wood41]

By ignoring huge capital loss esp Orange & Green ?

Agree, telco stocks are for dividend play nowadays

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[MasterLeong]

Do you still holding or cut loss earlier on StarHub & M1 as they dropped off the cliff recently ?

Sold and bought back lower
Posted in the past before
Especially starhub

 

[starfish.starfish]

Which reits u currently holding

FCT and plife.

 

[MasterLeong]

By ignoring huge capital loss esp Orange & Green ?

Depends on when and what price u bought them
If bought at 3.50 or higher is gg
If bought at $2 and $3 is still fit

 

[MasterLeong]

FCT and plife.

FCT for the win ^^

 

[MasterLeong]

Do you still holding or cut loss earlier on StarHub & M1 as they dropped off the cliff recently ?

Still holding all 3 telcos in core portfolio
May add even more sh at 2.8 level

 

[starfish.starfish]

FCT for the win ^^

Yup holding since 2012.
Been in out plife a few rounds though.