*Official* MasterLeong Thread

[JuzMobile]

if take profits on KC

what counters u looking at to hoot?

Waiting for the master to enlighten me.

Maybe AREIT if fall below 2.30, or CMT if 1.90 or below.

 

[MasterLeong]

Waiting for the master to enlighten me.

Maybe AREIT if fall below 2.30, or CMT if 1.90 or below.

Areit doesnt look cheap, book value is 2.15... u can wait for this level

http://www.sharesinv.com/A17U/

but i warn u first.. SG is moving away from manufacturing... so industrial assets I would consider them as low quality... I do not see rentals going up.. and rentals are likely to go downtrend


http://www.sharesinv.com/C38U/

CMT at 1.90 is close to book value, super blue chip reit for sure
high quality malls near MRT for long term

 

[MasterLeong]

Waiting for the master to enlighten me.

Maybe AREIT if fall below 2.30, or CMT if 1.90 or below.

do u have telcos already?

the 3 telcos provide good yield too of 4.5% to 7%

 

[HardSinkieTruth]

I dont want to start a war or anything but buying the same share does not qualify as copying...
many are stocking up on cmt because of the attractive pricing.


peace out

Hehehe so coincidental every time masterleong load up then div warrior load up hor??

 

[derrickgyn]

What are you thoughts on a young investor's priorities? Is dividend investing possibly a thing of the past? I'm currently about 70% in STI ETF, which I understand to be sufficient to hedge against local inflation - but not quite enough to be a source of income in the future.

 

[MasterLeong]

Hehehe so coincidental every time masterleong load up then div warrior load up hor??

He dunno how to research and analayze stocks one
Mostly is follow other ppl's trade one

 

[JuzMobile]

do u have telcos already?

the 3 telcos provide good yield too of 4.5% to 7%

Areit doesnt look cheap, book value is 2.15... u can wait for this level

http://www.sharesinv.com/A17U/

but i warn u first.. SG is moving away from manufacturing... so industrial assets I would consider them as low quality... I do not see rentals going up.. and rentals are likely to go downtrend


http://www.sharesinv.com/C38U/

CMT at 1.90 is close to book value, super blue chip reit for sure
high quality malls near MRT for long term

Guess it's CMT then.
I dont have Telcos yet, looking at M1 for now. But prices seem to fluctuate quite abit recently.

 

[MasterLeong]

What are you thoughts on a young investor's priorities? Is dividend investing possibly a thing of the past? I'm currently about 70% in STI ETF, which I understand to be sufficient to hedge against local inflation - but not quite enough to be a source of income in the future.

Sti etf is ok ah, can grow at 6-8% long term returns is not bad
If u want higher returns must learn to stock pick, , can aim for 10% or higher average yearly returns

 

[tanjiakpeng]

What are you thoughts on a young investor's priorities? Is dividend investing possibly a thing of the past? I'm currently about 70% in STI ETF, which I understand to be sufficient to hedge against local inflation - but not quite enough to be a source of income in the future.

i tink u shud reduce ur sti etf holdings prob 30-40%. u can use the core satelite approach.

core: mature companies low growth but stable in fluctuating markets. pay decent dividends, long term capital growth

satelite: short term trading pool

 

[MasterLeong]

What are you thoughts on a young investor's priorities? Is dividend investing possibly a thing of the past? I'm currently about 70% in STI ETF, which I understand to be sufficient to hedge against local inflation - but not quite enough to be a source of income in the future.

For your stage, having a high savings rate is most impt
Saving $500 a month vs saving $2000 a month is a big difference between a 50k vs a 200k portfolio in near future

 

[tanjiakpeng]

CMT boat coming back.

CALLING FOR ALL TO BOARD

 

[MasterLeong]

Guess it's CMT then.
I dont have Telcos yet, looking at M1 for now. But prices seem to fluctuate quite abit recently.

Can take a look at starhub too
Its a blue chip

Whereas m1 is mid cap

Both are cheap thou

 

[MasterLeong]

CMT boat coming back.

CALLING FOR ALL TO BOARD

http://www.sharesinv.com/C38U/

yeah

close to 6% dividend yield


solid blue chip to hold for sure

lai lai, who else is coming on board to join us? lol

 

[MasterLeong]

Guess it's CMT then.
I dont have Telcos yet, looking at M1 for now. But prices seem to fluctuate quite abit recently.

CMT 1.90 can hoot

if a bit aggressive, 1.92 ok to go in too

cheers

 

[lewissac]

CMT 1.90 can hoot

if a bit aggressive, 1.92 ok to go in too

cheers

Can DCA this? lol.. Worth mah?

 

[bencheongcm]

CMT 1.90 can hoot

if a bit aggressive, 1.92 ok to go in too

cheers

>1.92 not ok ??

 

[cronoficator]

CMT 1.90 can hoot

if a bit aggressive, 1.92 ok to go in too

cheers

sian went in yesterday at 1.94. nvm lah, still think good price.

 

[MasterLeong]

Can DCA this? lol.. Worth mah?

DCA is fine, long term CMT is a solid pick

reits/banks/telcos are often good choices for DCA, along with STI ETF

 

[MasterLeong]

>1.92 not ok ??

1.90-1.92 is cheap level to get CMT

even 1.95-2.00 is still decent level to go in for dividends of above 5.5%

above $2 go in, would be pricey and risky

 

[MasterLeong]

sian went in yesterday at 1.94. nvm lah, still think good price.

ok la, just hold for long term should be fine ba

if goes 5% or 10% lower can consider averaging down too