*Official* MasterLeong Thread

[Weaboo]

faster go bluewave spend it liao..

10k rm can spend how many bluewave visit?

 

[FrontierX]

Yeah man averaged down at 2.40 , who k ows it drop to 1.9x

I just bought at 1.97 is it okay?

It constitute around 18% of my portfolio

 

[Maeda_Toshiie]

My portfolio is E coli. size by comparison.

cut my CLT position today. dying REIT anyway. net PL about $140 with divy.

shall hoot KFC bucket next week

Simi si CLT? Cache?

 

[mcsane]

MCT is indeed looking good.

 

[Layers]

been reading research reports on reits

CMT FCT MCT....... all have dropped like 10%+ since end oct till now start of dec... 1 month down so much... yet the fundamentals have not changed much

IS THIS A BIG BUYING OPPORTUNITY FOR REITS????????



vested in CMT and FCT.... will buy MCT soon

Bo bullet buy so many.

Sent from Sony E6853 using GAGT

 

[urameshi_85]

this kor kor got Powermatic, I like

Wah this ulu stock u have also. Your style similar to mine? Lai share some undervalued stocks?

 

[urameshi_85]

I just bought at 1.97 is it okay?

It constitute around 18% of my portfolio

Not sure siao. Really duno how to play telco.

 

[MasterLeong]

I just bought at 1.97 is it okay?

It constitute around 18% of my portfolio

M1 ah, should be fine ba... good diviend yield

just dont add anymore liao

try keep it at 20% or less of portfolio

if bigger portfolio should keep it under 10% (portfolios over 100k)

 

[lewissac]

seems like many SSI members in deep red on M1, including myself....

that's why portfolio diversification is important.. if all eggs in M1...confirm deep fried liao

if portfolio got some banks or KC/SCI or ARA/GLP , at least the gains in this areas can help heal away the pain from M1

power of diversification! dont ever forget it ^^

Since M1 is dropping, then I guess, it's good for me to get abit of it as I don't have telco in my portfolio.

Only M1 have lowest share price compared to 3 telcos, but good dividend payout I guess.

 

[MasterLeong]

Since M1 is dropping, then I guess, it's good for me to get abit of it as I don't have telco in my portfolio.

Only M1 have lowest share price compared to 3 telcos, but good dividend payout I guess.

PE and yield wise, M1 cheapest, followed by SH then last is ST

as a whole telcos are trading PE 11-15
yield 4.5% to 7.5%

which is juicy for sure


even if M1/SH cuts dividends by 20%, the yield will still be over 5%... so this gives some comfort to enter

 

[TheIntelligentInvestor]

My current port
Keppel DC reit 18.1%
First reits 8.1%
Capitii 7.15%
M1 - 11.86%
Powermatic 9.6%
Hyflux perp 3.85%
Cdw 5.2%
Starhub 8%
Nam Lee 8.5%
Gold 3.3%
Fcl 16.3%

Lost alot on m1 and cdw lucky buffered by keppel DC and nam lee and managed to have a delisting sim lian play this yr so still small 1% positive for the yr.

NamLee had a rollercoaster ride during the last 2 days, not sure why as I think the results was quite decent. Managed to add some at 0.36.

 

[MasterLeong]

time to sleep and see if tmr the bull on KC/SCI continues or not

huat ah $$$$$$$$$$$

 

[lewissac]

PE and yield wise, M1 cheapest, followed by SH then last is ST

as a whole telcos are trading PE 11-15
yield 4.5% to 7.5%

which is juicy for sure


even if M1/SH cuts dividends by 20%, the yield will still be over 5%... so this gives some comfort to enter

Thanks!

Will setup DCA for this M1 tgt with CMT this mth.

 

[peacefulday]

Oil price rally likely short-lived as OPEC deal not enough to reduce glut

at least it's provide a resistance fall level for oil and OPEC group shown unity to give it a confidence support. Big Oil majors will directly benefits and revenue advances due to oil prices soar further up, whereas rigs builder, it could still need years to recover to their glory state. Small fishes will eliminate and everything will reset and only the stronger one can exist.

oil price should kept rally to 55~65 which OPEC want it. Short-lived rally could be referred to rig builders and much more to penny-oil?

~ kakigong

 

[zzxiaoboizz]

Wah this ulu stock u have also. Your style similar to mine? Lai share some undervalued stocks?

https://www.sgxcafe.com/user/profile?username=zzxiaoboizz

Sent from Samsung SM-N910G using GAGT

 

[madtari]

copied here for comments. Not sure how they derive the long term return of only 0.95%. maybe they include the paper loss also? Going forward, 2017 to 2022 (when projected Fed IR is expected to rise up to 3+%), not sure if it will be a good period to hold reits for someone like me who wish to start?

Those that started holding for a few years now at least have collected past dividend as cushion for future drop in price?

 

[tanjiakpeng]

My portfolio is E coli. size by comparison.



Simi si CLT? Cache?

ya cache log trust. cui max

 

[tanjiakpeng]

http://www.straitstimes.com/asia/se-asia/crown-prince-ascends-the-throne-in-thailand?xtor=EREC-16-1%5BST_Newsletter_AM%5D-20161202-%5BCrown+Prince+ascends+the+throne+in+Thailand%5D&xts=538291

hope my thaibev can sell le

 

[Android user]

http://www.straitstimes.com/asia/se-asia/crown-prince-ascends-the-throne-in-thailand?xtor=EREC-16-1%5BST_Newsletter_AM%5D-20161202-%5BCrown+Prince+ascends+the+throne+in+Thailand%5D&xts=538291

hope my thaibev can sell le

Time to celebrate with beer

Sent from Xiaomi REDMI NOTE 3 using GAGT

 

[TheIntelligentInvestor]

copied here for comments. Not sure how they derive the long term return of only 0.95%. maybe they include the paper loss also? Going forward, 2017 to 2022 (when projected Fed IR is expected to rise up to 3+%), not sure if it will be a good period to hold reits for someone like me who wish to start?

Those that started holding for a few years now at least have collected past dividend as cushion for future drop in price?

Difficult to see, always in the motion the future is . Seriously, will be interesting to see the details of the backtest. Probably sabana, cache will be good examples.