*Official* MasterLeong Thread

[MasterLeong]

in short... A STORM IS COMING!!!!!!!!

if you must hold stocks... ONLY HOLD THE HIGHEST QUALITY ONES

to defend yourself!!!!!!

 

[MasterLeong]

You need to compare it to industry peers for a fair evaluation

Q&M is trading wayyy higher.

that one super expensive

I am super bearish on healthcare stocks

too much hype leading to extreme valuations

the bubble may burst and dreams may be shattered

 

[limjq44]

So which is the highest quality ones? Your cmt ah? Hahaha

in short... A STORM IS COMING!!!!!!!!

if you must hold stocks... ONLY HOLD THE HIGHEST QUALITY ONES

to defend yourself!!!!!!

 

[MasterLeong]

SG investors all kiasi, that's why we have so many REITs in the index and reserve list

yup

actually reits are good for being defensive and holding for dividends

its like sitting on a few condos and collecting rent


however many investors are blindly chasing the wrong reits... some are paying premium to book value for KDC reit and Plife reit... they may suffer heavily when the correction comes again

 

[EvilPaladin]

Dont forget Zhu Ge Liang, Pang Tong. The master said before, one is phoenix, one is dragon

dun forget how ZGL and PT, how they die 1...

 

[MasterLeong]

So which is the highest quality ones? Your cmt ah? Hahaha

I would say CCT and CMT is safe... as they are both blue chip and their parent capitaland are temasek backed... will not go down for sure


however SUN, MCT, FCT are higher risk... as they are non blue chip

 

[MasterLeong]

vested.

as long as got proper diversification should be fine

if 100% in Areits... sure die


if got other blue chips then is like a handful of chopstick, hard to break

 

[MasterLeong]

banks are really expensive.... those who entered recently, very risky position for sure

 

[limjq44]

Hahaha I waiting for cmt to go down till 1.85 before entering, hopefully will drop till 1.85

banks are really expensive.... those who entered recently, very risky position for sure

 

[MasterLeong]

I am full bearish on DBS now

TP is $16.00

those interested in shorting, maybe can consider at your own risk


1 year chart of DBS tells you everything

 

[MasterLeong]

GOLDEN POST OF THE DAY

I am full bearish on DBS now

TP is $16.00

those interested in shorting, maybe can consider buy at your own risk


1 year chart of DBS tells you everything

 

[homer123]

I bought M1 especially dividend is almost 7.9%.. Telco business is cash cow..too much fear over the 4th operator

summary for u

my current top picks are M1 and CMT

reit and telcos have been sold down hard on fears of rate hikes, i think this presents an opportunity


banks had a run up, so better to avoid banks... if they drop to 1 times book or less can consider jiak


cheers ^_^

 

[SeVenn]

yup

actually reits are good for being defensive and holding for dividends

its like sitting on a few condos and collecting rent


however many investors are blindly chasing the wrong reits... some are paying premium to book value for KDC reit and Plife reit... they may suffer heavily when the correction comes again

Bro, understand that you're a deep value investor that only aims for counters trading below book value. But some of us are growth investors who prefer businesses whose earnings improve year after year in both good times and bad. That is why people are willing to pay a premium for such counters. It may or may not be worth the price now, but because of clear earnings visibility, it is safe to say that they will be worth more eventually.

There is no one method to rule them all when it comes to investing

 

[MasterLeong]

DW if DBS drop more, will u add more??????

 

[MasterLeong]

Bro, understand that you're a deep value investor that only aims for counters trading below book value. But some of us are growth investors who prefer businesses whose earnings improve year after year in both good times and bad. That is why people are willing to pay a premium for such counters.

There is no one method to rule them all when it comes to investing

I do buy growth stocks too like banks and comfort delgro/singtel

but I do have some rules in place to prevent be from over paying for growth stocks

generally the max I pay is around 15 times forward earnings and nothing more

like CDG and ST is my upper limit already


you can look at growth stocks that were at lofty valuations like super group, Sarin, OSIM, silverlake axis... when earnings growth fizzles and earnings came in flat or negative.. the stock will get sold down very hard

thats one big risk of owning growth stocks


generally growth stocks are more risky than dividend stocks

however picking right growth stocks can make u very rich, example challenger that i bought

 

[JuzMobile]

that one super expensive

I am super bearish on healthcare stocks

too much hype leading to extreme valuations

the bubble may burst and dreams may be shattered

too much hype leading to extreme valuations

the bubble may burst and dreams may be shattered

Prices will fall and health will be affected

People get unwell and doctors will huat

Bubble will grow and medical will bull


Vicious cycle carries on..

 

[L'oreal Paris]

cheat my feeling. where got 3.60?

Ppl cheat me say 3.3 0.3 different whr got chance

 

[SeVenn]

I do buy growth stocks too like banks and comfort delgro/singtel

but I do have some rules in place to prevent be from over paying for growth stocks

generally the max I pay is around 15 times forward earnings and nothing more

like CDG and ST is my upper limit already


you can look at growth stocks that were at lofty valuations like super group, Sarin, OSIM, silverlake axis... when earnings growth fizzles and earnings came in flat or negative.. the stock will get sold down very hard

thats one big risk of owning growth stocks


generally growth stocks are more risky than dividend stocks

however picking right growth stocks can make u very rich, example challenger that i bought

Curious, if you're so afraid of high PE, did you sell out all your holdings when STI was above 3500 and every counter was trading way above their historical averages?

To me, PE is primarily a reflection of market sentiment. It makes sense to have a limit of course, but 15 seems too low and rigid.

 

[L'oreal Paris]

You will not laugh in one to two weeks time.

I have no idea wat u trying to tell me

 

[MasterLeong]

Curious, if you're so afraid of high PE, did you sell out all your holdings when STI was above 3500 and every counter was trading way above their historical averages?

To me, PE is primarily a reflection of market sentiment. It makes sense to have a limit of course, but 15 seems too low and rigid.

PE is not a hard number but its an important fundamental indicator

would you pay 50 or even 100 times earnings for a stock?