*Official* MasterLeong Thread

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MasterLeong

MasterLeong

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MCT i really like their 5 year track record... a very high quality reit for sure
 
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akwl88

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Genosis said:
Seems like I came back from vacation at the right time.....:s13:

But too many choices to nibble.....headache sio!!! :(
Click to expand...

Moi alr boarded CMT, FCT, MCT and Singtel

Awaiting guidance from the masters here hehe
 
MasterLeong

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Raynon said:
I thought you sold off your M1 and Starhub already? How come you still have both in your portfolio pic that you shared? Did u just buy some recently?
Click to expand...

during mid of 2016 I sold off M1 and starhub as i felt bearish on telcos

I then bought back towards end of the year
paying around 30k each

15,000 M1 avg price near $2 level (down near 50% from highs)
10,000 SH avg price near $3 level (down near 35% from highs)


current yields of both these 2 telcos are very high... even if dividends are cut by 30%, they still both yield over 5%... i feel that is good enough margin of safety for me to hold both of them for long term
 
MasterLeong

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Genosis said:
Seems like I came back from vacation at the right time.....:s13:

But too many choices to nibble.....headache sio!!! :(
Click to expand...

maybe can consider reits and telcos, the yields are pretty attractive now

but dunno when is the bottom... seems like still on downtrend
 
Genosis

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goh6570 said:
Yeah. Too many :(
I'm also considering to add more to leverage down=:p
Click to expand...

Setting the priority buy queues is not simpur.....:s22:

CMT, FCT & Ascendas are damn juicy!!!:s12:

Then still got Suntec, MCT, CCT and Singtel...
 
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goh6570

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Absolutely agree

Am watching fct and areits. Indeed very juicy!

I've CCT MCT CMT liao =:p

Genosis said:
Setting the priority buy queues is not simpur.....:s22:

CMT, FCT & Ascendas are damn juicy!!!:s12:

Then still got Suntec, MCT, CCT and Singtel...
Click to expand...
 
MasterLeong

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Genosis said:
My warchest is around $30k.....

I aim to allocate $10k per hoot......so can limit my choices to 3 :(
Click to expand...

that's very good liao

my warchest all deployed already hahahaha

$0 left to hoot reits/telco

I need wait for early 2017 dividends come in, gg max
 
Genosis

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MasterLeong said:
maybe can consider reits and telcos, the yields are pretty attractive now

but dunno when is the bottom... seems like still on downtrend
Click to expand...

Ya......I also think REITs are firmly in the nibbling territory now

Dun wanna miss the boat, I better hoot some this week......really want to hit $1.6k per month divvy by end of 2017 :D
 
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