*Official* MasterLeong Thread

[Genosis]

Any intent to add more SS

SS still on shopping list, but not in top 5.....I prefer to see their China expansion progress first next year.....no rush

 

[Genosis]

Chiu prefer plife over rmg ah

I'm not sure which one to choose personally hmmm

Plife getting more tasty Yoo wakaka

I generally tend to prefer income stocks over growth stocks......RMG has not hit the sweet spot yet between dividend payout and expansion Besides, collecting rental income from Mt Elizabeth, Gleneagles Hospital and freehold Japanese nursing homes is the sturdiest form of rental I could hope for

The ones which have hit a nice balance would be SATS, Singtel and banks......got some growth plus decent dividends

 

[SeVenn]

SS still on shopping list, but not in top 5.....I prefer to see their China expansion progress first next year.....no rush

Price corrected a lot recently over their failures to obtain new sites and upcoming Verge closure. Any concerns?

 

[lewissac]

I'm too old of get jealous/angry/irritated of people undercutting me.

I can say I may have a very good EQ for that

 

[[M]aiev]

Undercutting is just a simplistic term that SSI came up with.....

The more atas and intellectual term would be 'tailcoat investing' which means following a popular/successful big investor.....Example, if you see Warren Buffett used his elephant gun to hoot a particular stock. If you can follow him and undercut by 5%, you have a larger margin of safety than him because you would be confident that WB oredi done all the research and due diligence.

IN BEFORE UNDERCUTTING IS ONE OF DA INDICATORS FOR VALUE INVESTING IN TERM OF METRIC VALUATION !

 

[Genosis]

Price corrected a lot recently over their failures to obtain new sites and upcoming Verge closure. Any concerns?

Definitely a negative development.....hopefully the management have learnt their lesson from the bidding failure, they might have lost touch of their competitors aggressiveness

Similar to MyRepublic failure in bidding for spectrum.....I think they did not expect TPG to be so aggressive

 

[mcsane]

Fct is looking very impressive. Just read their annual report... but the bedok pt really looks like it needs some feng shui

 

[Genosis]

IN BEFORE UNDERCUTTING IS ONE OF DA INDICATORS FOR VALUE INVESTING IN TERM OF METRIC VALUATION !

That's why got Spiking app mah......

 

[MasterLeong]

Chiu prefer plife over rmg ah

I'm not sure which one to choose personally hmmm

Plife getting more tasty Yoo wakaka

Rmg more of a growth stock for capital gains
Plife reit more of a dividend stock

 

[Genosis]

I'm too old of get jealous/angry/irritated of people undercutting me.

I can say I may have a very good EQ for that

You see all the BBs sharing on Spiking also liddat, no big deal one

 

[MasterLeong]

Fct is looking very impressive. Just read their annual report... but the bedok pt really looks like it needs some feng shui

Yeah i just got the annual report too
Their 10 year track record is amazing

Will u be attending the agm?

 

[MasterLeong]

I'm too old of get jealous/angry/irritated of people undercutting me.

I can say I may have a very good EQ for that

Maybe i still a bit too immature, sometimes cannot take it lol
Must learn from u guys more hehe

 

[Genosis]

Think of it as support, not undercut

I like that positive thinking.....

 

[MasterLeong]

Undercutting is just a simplistic term that SSI came up with.....

The more atas and intellectual term would be 'tailcoat investing' which means following a popular/successful big investor.....Example, if you see Warren Buffett used his elephant gun to hoot a particular stock. If you can follow him and undercut by 5%, you have a larger margin of safety than him because you would be confident that WB oredi done all the research and due diligence.

Thanks
Today learnt something new
Tail coat investing lol

 

[MasterLeong]

Think of it as support, not undercut

Hard to think of it this way when someone bought all the 5 same reits as me but all at lower prices, kinda feels like he did it on purpose
I really dunno

 

[Genosis]

Thanks
Today learnt something new
Tail coat investing lol

Even Bill Gates follow WB.....

I prefer the term 'copycat investing'.....Hahahaha!!!

 

[SeVenn]

Hard to think of it this way when someone bought all the 5 same reits as me but all at lower prices, kinda feels like he did it on purpose
I really dunno

In the end stocks is between you and the market. No need think so much about what others do

 

[MasterLeong]

anyway at the end of the day, really up to u guys if u all want to share your average cost for the stocks or not

for me, I now prefer not to share my average cost anymore, hope u all understand and sorry about it


my sgxcafe portfolio I also taken down already

cheers

 

[Takodoro]

Even Bill Gates follow WB.....

I prefer the term 'copycat investing'.....Hahahaha!!!

Think DK mentioned before....imitation is the best form of flattery.

 

[Denikeve]

anyway at the end of the day, really up to u guys if u all want to share your average cost for the stocks or not

for me, I now prefer not to share my average cost anymore, hope u all understand and sorry about it


my sgxcafe portfolio I also taken down already

cheers

Hi welcome back