*Official* MasterLeong Thread

[eveee99]

Relax hahaha
We call u eve mei mei lor
In this forum u forever 21

Haha......

 

[TheIntelligentInvestor]

NamLee, MicroMechanics

whats good about these 2? read that some bloggers also have these

These two stocks are not for those seeking excitement or fifo

NamLee

http://aspire.sharesinv.com/25081/nam-lee-a-net-net-treasure-for-value-investors/

- Profitable since 1994, stable but boring business
- Low debt, ROE 10%, Div 6.5%
- Concentration risk of one major customer, Carrier (United Tech)

MicroMechanics

- Profitable since 2005 but expected earnings fluctuating
- Zero debt, ROE 24%, Div 7%
- Semiconductor market to resume growth in 2017
- Well run business and exceptionally open management

 

[Average]

CEI... 10% divy, semicon. once invested by temasek or gic

Sent from 穷小子 using GAGT

 

[eveee99]

Your username reminds me of one of the cute Pokémons, Eevee.....

Cute cute!!! I like...haha....OK let's go back to stocks discussion ...

 

[Genosis]

got many others..

Realize many of the healhcare stocks have high pe. is it because of the nature of industry, undergoing growth or they are simply overvalued?

e.g. rmg, hmi, q&m,Singapore O&G.

Investors price in future earnings growth......they treat healthcare companies as growth companies, similar to how they treat some tech companies

 

[strangerjun]

Investors price in future earnings growth......they treat healthcare companies as growth companies, similar to how they treat some tech companies

like that will have bubbles or not? On a side note, comfort taxi u-turn liao..

 

[dolph001]

Cute cute!!! I like...haha....OK let's go back to stocks discussion ...

Hi Eve, what's in your watchlist?
What's in your portfolio?

Are you looking for growth/income?
Time horizon?
Risk appetite?

 

[dolph001]

like that will have bubbles or not? On a side note, comfort taxi u-turn liao..

if you feel it's too expensive, don't buy lor.

some bubbles take forever to burst. see AMZN

 

[Genosis]

like that will have bubbles or not? On a side note, comfort taxi u-turn liao..

Hard to say.....usually bubbles difficult to spot until it is too late

All I know is that the rest Asia has not even reached peak aged population yet like Japan.....but eventually we will reach that stage within one generation, so lots of room for growth

But dun get me wrong, I am not saying every single healthcare company is great.....look at Fullerton Healthcare has to shelf its IPO plans bcos their business model is under scrutiny

IMO, go for hospitals, specialist clinics and nursing homes...

 

[Jazzbie]

Hard to say.....usually bubbles difficult to spot until it is too late

All I know is that the rest Asia has not even reached peak aged population yet like Japan.....but eventually we will reach that stage within one generation, so lots of room for growth

But dun get me wrong, I am not saying every single healthcare company is great.....look at Fullerton Healthcare has to shelf its IPO plans bcos their business model is under scrutiny

IMO, go for hospitals, specialist clinics and nursing homes...

What are your thoughts on First Reit?

 

[Genosis]

What are your thoughts on First Reit?

TP at $1 or below..... CEO, Dr Ronnie quite supportive...bought some recently

 

[strangerjun]

TP at $1 or below..... CEO, Dr Ronnie quite supportive...bought some recently

saw his photo in spiking, look like a nice guy.. was thinking between this and parkway.

 

[eveee99]

Hi Eve, what's in your watchlist?
What's in your portfolio?

Are you looking for growth/income?
Time horizon?
Risk appetite?

Have quite a lot... but many are nibbles for both income and growth...
Planning to build it up ..currently have DBS, UMS, Sheng siong, St Eng, SCI, OUE, SATS, Starhub, M1, CMT, MCT, Croesus, Accordia golf, Ascendas hospitality, Soilbuild biz, Saizen.

Have been holding most for quite awhile already....but can either cut some away or add more depending on how market moves....

How about u?

 

[JuzMobile]

Utilities? SCI????
If not u becareful of small caps like super 800
Its mostly win big contract from garmen
High capex but solid recurring income for lifespan of the contract

Yeah, i know. i also waiting to go in that.

 

[Jazzbie]

TP at $1 or below..... CEO, Dr Ronnie quite supportive...bought some recently

Wah TP so low! CEO bought at $1.26 to $1.28. Undercut him by so much

 

[MasterLeong]

still holding fcl?

Still have 10,000 fcl
Hope can TP soon

 

[MasterLeong]

These two stocks are not for those seeking excitement or fifo

NamLee

http://aspire.sharesinv.com/25081/nam-lee-a-net-net-treasure-for-value-investors/

- Profitable since 1994, stable but boring business
- Low debt, ROE 10%, Div 6.5%
- Concentration risk of one major customer, Carrier (United Tech)

MicroMechanics

- Profitable since 2005 but expected earnings fluctuating
- Zero debt, ROE 24%, Div 7%
- Semiconductor market to resume growth in 2017
- Well run business and exceptionally open management

Thanks for the info and good reply

 

[JuzMobile]

moi ish not jelly but think some of the discussion should be posted in the General Market thread instead.

Mod Perisher, chiu view pls.

No matter what, please dont merge thread.
Merged liao, then fight again then i only can see fighting instead of constructive views.
Then after tht, out comes Grandmaster Leong thread.

 

[MasterLeong]

Cute cute!!! I like...haha....OK let's go back to stocks discussion ...

Lol eve mei mei jin cute sia

 

[littlegreenmen]

moi ish not jelly but think some of the discussion should be posted in the General Market thread instead.

Mod Perisher, chiu view pls.

General thread good for you to post your nonsense mah. No business is it...must come in here to stir.