*Official* MasterLeong Thread

[caltex88]

Will reits fall further?

 

[MasterLeong]

Nowadays your reply dunno whether is from the bottom of your heart or just being sarcastic.

Feels like someone just wants to under cut me hahaha

 

[MasterLeong]

Any comments on FCoT? Yielding a whopping 7.8%, below NAV and seems to be quite popular among some bloggers.

FCOT the assets i feel more towards B+ than A
Discount to book and high yield is great
I think it can be a decent pick for sure

 

[Dividends Warrior]

Will reits fall further?

There should be a dip today and tomorrow. The question is how deep and how long the dip will be. I am sticking to my original planned *** for now.

 

[MasterLeong]

Yes, that risk was mentioned in the posts I read. HP currently contributes ~17% of the income from Alexandra so them moving out will definitely have an impact.

Ya they will need to find a new tenant
May need to give rent discounts
So maybe dpu will face some risk

 

[MasterLeong]

Dow Jones Industrial Average
INDEXDJX: .DJI - 14 Dec, 3:54 PM GMT-5
19,794.68Price decrease116.53 (0.59%)

Nasdaq Composite
INDEXNASDAQ: .IXIC - 14 Dec, 3:53 PM GMT-5
5,432.58Price decrease31.25 (0.57%)

Today reits and telcos may fall somemore
As feds wants to do 3 hikes in 2017 instead of 2

I will want to add more mct if it hits 1.40

Its xmas shopping time ^^

 

[MasterLeong]

Will reits fall further?

I guess reits will fall today but not a big crash ahead
Reits already fell 10% recently within a month
Max maybe down 2-5% more due to expectation of 3 hikes in 2017

 

[Daimon]

Last year, they also said 2016 would have 4 hikes. But in the end the story turned out very different.

2017 less eventful

 

[MasterLeong]

http://forums.hardwarezone.com.sg/e...-new-cars-only-10%-downpayment-5521219-5.html

And nowadays ppl do 10 times leverage on car
Machiam like cfd sia

 

[Dividends Warrior]

2017 less eventful

You never know. Things might get dicey once Trump takes office in the white house. One tweet from him can be quite powerful. Besides activating Article 50 for Brexit, France and Germany elections, there is also the ever-present threat from ISIS. Attacks from ISIS is becoming an annual affair now sadly.

 

[Daimon]

You never know. Things might get dicey once Trump takes office in the white house. One tweet from him can be quite powerful. Besides activating Article 50 for Brexit, France and Germany elections, there is also the ever-present threat from ISIS. Attacks from ISIS is becoming an annual affair now sadly.

Whatever happens, someone is manipulating stocks to go up. Things are not backed up by fundamentals. Which means next collapse will be worse.

 

[SeVenn]

Ya they will need to find a new tenant
May need to give rent discounts
So maybe dpu will face some risk

Currently vested in their rival MCT. Wondering if I should grab FCOT as well to hedge

 

[MasterLeong]

Those who want to under cut me
Feel free to do so today
I myself also doing reit shopping today hahaha

 

[SeVenn]

Whatever happens, someone is manipulating stocks to go up. Things are not backed up by fundamentals. Which means next collapse will be worse.

You don't think the fall to 2530 was heavily due to trader manipulation well?

 

[Dividends Warrior]

Whatever happens, someone is manipulating stocks to go up. Things are not backed up by fundamentals. Which means next collapse will be worse.

I agree that the system is very much rigged and the next market collapse should be worse than the previous one. Why do you think I switch to FIFO? This bull run is already in its 8th year. I believe we are getting ever closer to the end of this economic cycle (major indices in USA hitting all-time new highs) 2018 could be the year when the house of cards come tumbling down.

 

[MasterLeong]

Currently vested in their rival MCT. Wondering if I should grab FCOT as well to hedge

Ermmm i picked retail and office assets those 5 counters because i wanted the best quality assets
High quality = lower yields of 6%

If u willingly to take in lower quality asset, then might as well hoot industrial reits for 7-10% yields lol

 

[akwl88]

Whatever happens, someone is manipulating stocks to go up. Things are not backed up by fundamentals. Which means next collapse will be worse.

Dow corrects 2000?

 

[Dividends Warrior]

In case the market goes deep red today, these are my 2 bonus picks.

CMT's NAV: $1.86

MCT's NAV: $1.32

Getting them at such prices will be safe for long-term holding.

Ready. These are my *** for 2 tranches each.

Suntec: 1st tranche - $1.65 2nd tranche - $1.60

CCT: 1st tranche - $1.52 2nd tranche - $1.47

FCT: 1st tranche - $1.90 2nd tranche - $1.86

Target fire these 3 REITs below NAV should give me a larger margin of safety. Good luck everyone!

 

[lewissac]

Morning all.

So as expected rate hike is coming. And it will be a shopping spree today and tomorrow.

Enjoy shopping all!

 

[starfish.starfish]

2017 less eventful

Daimon kor kor seemed to have a crystal ball to predict future.
Pls gimme 6 (or 7 ah?) for coming toto!!!
Me wanna huat, Gam sia big big ah