*Official* MasterLeong Thread

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Tooi Kono Machi De

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Times have changed. Last time CCT no 1.3xx no buy, now is no 1.4xx no buy. This whole thread only I bullish on FCL. Why?

- Low volume = slow and steady
- People short-term bullish on FCT/FCOT/FLT, who benefit? FCL.
- People short-term bearish on FCT/FCOT/FLT, who benefit? Still FCL cause money come in based on NAV.
- Rate hike? Short term no impact cause loans are mostly fixed/hedged. Mid-term? FCL with their negotiating power and loan quantum, which bank wouldn't want to do business with them? Long-term? I believe in the fundamentals of Fraser group. Long-term despite of the storm, it would still come out good.
- Balance sheet position has improved versus June. The FS looks strong to me.

Just my $1.90. DYODD.

Vested too. Looking to add more near 1.5 or below 1.5
 

Takodoro

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Like the previous 'big events', today's dip will just be a 1 day non-event??? 😆

The punter in me tell me something is wrong with the market....This does not has the Trump feel to it.

Christmas coming soon. A lot of people would be closing position for long week. Expect more volatility.

This 1 is my one cent only. DYODD
 

MasterLeong

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banks have already ran up

I think the next leg is in telcos and reits to run up in 2017 after all the worries are dispelled
 

Maeda_Toshiie

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Never EVER buy all in one shot. Split into multiple tranches. The tranches go in when the price falls by x% or when a time period has passed and the price is steady.



This also means that you need capital to split up. Hence always accumulate capital for people who are working!
 
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MasterLeong

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Times have changed. Last time CCT no 1.3xx no buy, now is no 1.4xx no buy. This whole thread only I bullish on FCL. Why?

- Low volume = slow and steady
- People short-term bullish on FCT/FCOT/FLT, who benefit? FCL.
- People short-term bearish on FCT/FCOT/FLT, who benefit? Still FCL cause money come in based on NAV.
- Rate hike? Short term no impact cause loans are mostly fixed/hedged. Mid-term? FCL with their negotiating power and loan quantum, which bank wouldn't want to do business with them? Long-term? I believe in the fundamentals of Fraser group. Long-term despite of the storm, it would still come out good.
- Balance sheet position has improved versus June. The FS looks strong to me.

Just my $1.90. DYODD.

good luck man, hope u all huat big big from FCL

I already taken profits from FCL and moved the $$$ to reits and telcos

but still hope this one will perform well, 1.7 and 1.9 are good TP

cheers
 

MasterLeong

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Like the previous 'big events', today's dip will just be a 1 day non-event??? 😆

this year always dip on bad news then rise on fundamentals


brexit?

trump explosion?

hike fears?


yet US going to crosss 20,000 soon


just too much hot money and interest rates still way too low and far from the norm 3%
 

MasterLeong

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Never EVER buy all in one shot. Split into multiple tranches. The tranches go in when the price falls by x% or when a time period has passed and the price is steady.

power of DCA lor hahahahhaha


this year I hoot banks telco reits till no money liao


2 year of bear already, I die die dun believe 2017 will be bear again lol
 

SeVenn

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Times have changed. Last time CCT no 1.3xx no buy, now is no 1.4xx no buy. This whole thread only I bullish on FCL. Why?

- Low volume = slow and steady
- People short-term bullish on FCT/FCOT/FLT, who benefit? FCL.
- People short-term bearish on FCT/FCOT/FLT, who benefit? Still FCL cause money come in based on NAV.
- Rate hike? Short term no impact cause loans are mostly fixed/hedged. Mid-term? FCL with their negotiating power and loan quantum, which bank wouldn't want to do business with them? Long-term? I believe in the fundamentals of Fraser group. Long-term despite of the storm, it would still come out good.
- Balance sheet position has improved versus June. The FS looks strong to me.

Just my $1.90. DYODD.

Thanks for explaining. Was thinking of going in at 1.525 but the high amount of leverage held me back. Shall try to board if it falls back to ~ 1.54 :)
 

MasterLeong

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if pass, huat with cap gain

else collect divvy

:o

yup very well said

too many investors are too focused on capital gains

if I can make 10% long term cagr I happy liao

if can get 5% from dividends, its already half the battle won


huat ah $$$$$$$$$$$$
 

[M]aiev

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yup very well said

too many investors are too focused on capital gains

if I can make 10% long term cagr I happy liao

if can get 5% from dividends, its already half the battle won


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

haha, but some stocks dun pay out divvy one and doing very well

:D
 
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