*Official* MasterLeong Thread

[Average]

added more MCT

total bought 10,000 MCT today... done shopping

cheers

keep calm n collect divys liao

Sent from 穷小子 using GAGT

 

[MasterLeong]

sold what price bro - it recover a little bit back

sold at 5.91

should had threw at open 5.95... was to greedy and put at 6.00, only came to day high of 5.98


anyway still happy to lock in the 8.5% net profits

bought at 5.4 sold 5.91

huat ah $$$$$$$$$

 

[MasterLeong]

keep calm n collect divys liao

Sent from 穷小子 using GAGT

yeah, power of CD $$$$$$$$

 

[MasterLeong]

I think I wan complete Mapletree KFC set... MLT, MCT and MGCCT hehehe

reits all waiting for u to board

they have fell more than 10% within the last 2 months

 

[Genosis]

there are mapletree vouchers right?

as in not given during AGM but there is such a thing?

always see capitaland mall vouchers only

MCT gave bento in 2014.....the current system I dunno as I never attend its AGM for past 2 years

 

[MasterLeong]

MCT gave bento in 2014.....the current system I dunno as I never attend its AGM for past 2 years

cannot wait for AGM next year hehehehe

 

[Genosis]

I think I wan complete Mapletree KFC set... MLT, MCT and MGCCT hehehe

3-piece meal..... But I always miss out on MIT....maybe not fated to have it

 

[Tooi Kono Machi De]

reits all waiting for u to board

they have fell more than 10% within the last 2 months

$$ not yet in leh. Not duwan to hoot. But its so tempting zz. Ystd aldy hooted MLT. Amazon using their facilities I think. Hope Alibaba also come in use MLT then huat liao~

 

[MasterLeong]

updated thoughts on portfolio

Core Positions

REITS
CMT/CCT/SUN/MCT/FCT - average yield on cost around 6%
reits have been sold down in recent times, new funds will all go to this area

BANKS
OCBC/UOB/DBS - average yield on cost around 4%
banks had a good run up this year end, will not add more to this area for sure

TELCOs
M1/SH/ST - average yield on cost around 6% (heavier on M1/SH, light on ST)
telcos have crashed and I have placed my bets... will not be adding more to this area



to hold core position for collection of dividends and reinvestment into new positions



Non-Core positions

SCI - May slowly divest from 3.30 level onwards... holding 10,000... to sell 2,000 per 30 cents increment (3.30,3.60,3.90 etc) meanwhile collect dividends ... their utilities biz still provides good recurring income
CD - hold for dividends first... if more than $3 than see how.. I expect 5% or higher yearly earnings growth for the long term
FCL - will take profits if 10-20% capital gains.. TP 1.70 or 1.80, dividend of 5%+ while waiting for value to be unlocked... its still trading at 30% discount to book, with 60-70% stable recurring earnings

 

[Genosis]

$$ not yet in leh. Not duwan to hoot. But its so tempting zz. Ystd aldy hooted MLT. Amazon using their facilities I think. Hope Alibaba also come in use MLT then huat liao~

I think Alibaba should be using the newly-built SingPost regional logistics facility......

http://www.singpost.com/about-us/news-releases/singpost-opens-its-new-regional-ecommerce-logistics-hub-scalable-facility-serve-growth-ecommerce-asia-pacific

 

[Tooi Kono Machi De]

I think Alibaba should be using the newly-built SingPost regional logistics facility......

http://www.singpost.com/about-us/news-releases/singpost-opens-its-new-regional-ecommerce-logistics-hub-scalable-facility-serve-growth-ecommerce-asia-pacific

oooo... Shd I add Singpost also? Haha but machiam like aldy heavy on logistics.

Have FLINT and MLT le. I (personally) think these are 2 of the stronger logistic plays on SGX le... Singpost divvy policy change leh..

 

[ray1987]

hi master leong what do you use to track all your buys and dividends and comms? i using vickers like dont have a solid tracker leh

 

[MasterLeong]

hi master leong what do you use to track all your buys and dividends and comms? i using vickers like dont have a solid tracker leh

I using iocbc only
Stopped using sgxcafe

 

[MasterLeong]

hi master leong what do you use to track all your buys and dividends and comms? i using vickers like dont have a solid tracker leh

U can try sgxcafe its free

 

[MasterLeong]

oooo... Shd I add Singpost also? Haha but machiam like aldy heavy on logistics.

Have FLINT and MLT le. I (personally) think these are 2 of the stronger logistic plays on SGX le... Singpost divvy policy change leh..

Singpost might be a can of worms, maybe u read up more on the scandals first

 

[MasterLeong]

oooo... Shd I add Singpost also? Haha but machiam like aldy heavy on logistics.

Have FLINT and MLT le. I (personally) think these are 2 of the stronger logistic plays on SGX le... Singpost divvy policy change leh..

U have FLT and MLT for logistical play enough le ba hahahaha

 

[Genosis]

oooo... Shd I add Singpost also? Haha but machiam like aldy heavy on logistics.

Have FLINT and MLT le. I (personally) think these are 2 of the stronger logistic plays on SGX le... Singpost divvy policy change leh..

The short-term catalyst will be the new upcoming shopping mall at Paya Lebar......IMO the long-term play on logistics growth

But the current dividend payout ratio is not sustainable IMO......

Ya.....I am quite positive on FLINT due to the huge potential for logistics in Australia, a huge continent which needs lots of stuff to be transported and stored

 

[Tooi Kono Machi De]

U have FLT and MLT for logistical play enough le ba hahahaha

Hannor...I wanna buy CMT and MCT (Top Picks) >.< Followed by MGCCT and CCT

 

[Tooi Kono Machi De]

Hannor...I wanna buy CMT and MCT (Top Picks) >.< Followed by MGCCT and CCT

OMG CMT suddenly got sold down!

Someone knows I wanna buy so let boat come back fetch me? I sumpa if it touch 1.90 I use emergency fund nibble abit >.<

 

[MasterLeong]

OMG CMT suddenly got sold down!

Someone knows I wanna buy so let boat come back fetch me? I sumpa if it touch 1.90 I use emergency fund nibble abit >.<

1.92 only relax la

1.90 can hoot for sure