*Official* MasterLeong Thread

[strangerjun]

OCK is a cash cow imho. Business model is simple and easy to understand. Long queue everyday in spite of increasing prices. No need to splash huge cash on renovation and lease (lease because the space needed is small). Also managed to make some side income from catering. Cost-wise, cannot use FT, but can use cheap aunty labour.

This year dividend yield close to 7~8%.

On the other hand, I would avoid soup restaurant/Jumbo/Challenger/Sakae. You go to their stores and you know business is not good.

Breadtalk looks okay. But the share price had run.

(Vested in OCK, but only very small position).

breadtalk ok because not only breadtalk ok but their other brands also doing well except carl junior.

 

[MasterLeong]

Whats the outlook for Aims Reit (AAREIT) for now?
Feel like adding more position. I stalk DK Portfolio and saw a huge portion of it in there.

I not positive on industrial reits over the mid and long term
As SG economy moving away from manufacturing

 

[MasterLeong]

breadtalk ok because not only breadtalk ok but their other brands also doing well except carl junior.

Breadtalk in recent years many saga
Seems risky to me lol
But if pe 10 or less can hoot

 

[MasterLeong]

FY 2016 EPS is 0.04
FY 2016 dividends is 0.06. Out of 0.06, 0.03 from retained earnings, so normalised is 0.03 only.

current price is expensive.

If pe 10 or less can hoot OCK for sure

 

[Takodoro]

Ara below 1.70
Saw that dw blindly when to hoot after annoucement of deal
Example of a very bad trade
High risk for limited upside

Heng I listened to shifu' wise words and unloaded yesterday at 1.70.

 

[MasterLeong]

Food stocks if decent generally i will pay 10 times earnings
Only more defensive ones like SS i will pay 15 or 20 times

 

[awful999]

FY 2016 EPS is 0.04
FY 2016 dividends is 0.06. Out of 0.06, 0.03 from retained earnings, so normalised is 0.03 only.

current price is expensive.

How about vicom? No matter what car still need inspection, but seem like the volume very low and price at 52 low bit still high?

 

[strangerjun]

Breadtalk in recent years many saga
Seems risky to me lol
But if pe 10 or less can hoot

I boycott breadtalk and brands under it due to LKY roti saga and the hiring saga.

Won't hoot no matter what.

 

[MasterLeong]

How about vicom? No matter what car still need inspection, but seem like the volume very low and price at 52 low bit still high?

Vicom if pe 15 or less
Yield 4-5% or better
I think would be okay to hoot

However earnings like on a small decline trend

 

[strangerjun]

Food stocks if decent generally i will pay 10 times earnings
Only more defensive ones like SS i will pay 15 or 20 times

jumbo leh? hot chilli crab stock with rapid growth in china?

 

[MasterLeong]

Heng I listened to shifu' wise words and unloaded yesterday at 1.70.

Congrats
As the prices goes down
Means the odds of the deal passing is lower
If fail, ara may crash to 1.50 by mid 2017
If pass, the sadly another good company gone

DW made a big mistake blindly buying at 1.7x

 

[MasterLeong]

jumbo leh? hot chilli crab stock with rapid growth in china?

Whats the pe ratio?
If cheap can buy
However they do not have a track record
So its more of a trading stock

 

[MasterLeong]

I boycott breadtalk and brands under it due to LKY roti saga and the hiring saga.

Won't hoot no matter what.

Yeah
I dont like their bread
Over priced

 

[strangerjun]

Whats the pe ratio?
If cheap can buy
However they do not have a track record
So its more of a trading stock

27 according to sgx..

 

[eveee99]

SG stocks
AAreit
BreadTalk
Chip Eng Seng
City Dev
DBS
Fu Yu
Hock Lian Seng
Jardine C&C
Jumbo
NeraTel
Noble
OCBC
Old Chang Kee
SATS
SBS
SCI
Sheng Siong
Silverlake
SingPost
ST Eng
Super
TA
Thai Bev
UOA
Vicom
Wing Tai

US Stocks
Activision Blizzard
Alphabet
Apple
Applied Materials
American Express
Berkshire Hathaway
Cognizant Tech
Colgate-Palmolive
Dolby
Lear Corp
Mastercard
Nvidia
Polaris
Tesla
Visa
Wells Fargo

I hold very long as well. Sometimes I trade around my positions.

Wah amazing..... but do you find tracking an issue ...though I still like a lot of other stocks and am monitoring....it can be quite tedious to monitor so many ... i wonder how the others do it... So far, I dun dare touch the US market .... too volatile and I cherish my beauty sleep ...

 

[MasterLeong]

27 according to sgx..

too high PE, super overvalued for sure

http://www.investopedia.com/terms/g/greaterfooltheory.asp

 

[dolph001]

On the other hand, I would avoid soup restaurant/Jumbo/Challenger/Sakae. You go to their stores and you know business is not good.

Jumbo still a lot of people leh. Their profit margins are very good compared to the other F&B companies.

Japan Food has Gross profit margin of 80%, EBIT margin 13%
Sakae has Gross profit margin of 70%, EBIT margin 6%
Soup Restaurant has profit margin of 70%, EBIT margin 2%
Jumbo has Gross profit margin of 60%, EBIT margin 13%

Jumbo strong pricing power and good at cost cutting as well.

Jumbo and BreadTalk got JV for China.

It's a pity I could not get it at IPO...

 

[Tooi Kono Machi De]

Wanna be vested in Vicom buy CDG isnt it better?

 

[Takodoro]

Wah amazing..... but do you find tracking an issue ...though I still like a lot of other stocks and am monitoring....it can be quite tedious to monitor so many ... i wonder how the others do it... So far, I dun dare touch the US market .... too volatile and I cherish my beauty sleep ...

SGX website can monitor 30 stocks in your watchlist. SGXcafe can monitor 50. iOCBC and SGX mobile app can monitor at least 50. Personally, I think the more stocks you know the more advantage you have.

SGX mobile app is good. It would feed you all the company announcements in your watch list to help you cut down monitoring efforts.

Playing stocks is like playing DOTA in a way. At the minimal, you need to know all the heroes so you can increase your MMR.

 

[MasterLeong]

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


The purpose of this thread is to guide new investors in picking of stocks and management of their investment portfolio

cheers


Ban List (added to ignore list and will not answer any their questions)
TwoFingers
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updated my first post