[Official] REITs CD tracking thread

[simon_84]

I take that back after the EU QE announcement on news. Looks like more possible upside near term.

i saw some report putting TP for suntec at 2.1
you can try checking the selling volume during CD period and see if it will hit 2.1 unless AEI phase 3 is completed, the potential upside won't be reflected in the share price so soon.

 

[Alphidius]

Capitamall Trust - 2.86 cents

 

[felixleong]

I will wait for the price to drop to a certain extend before buying in more again..

I hope telco share price drop!!!! lol

yo yo just read your blog today

Invesment Portfolio
SoilBuild Business Space REITs (SV3U) - 6 lots
Keppel DC REITs (AJBU) - 5 lots
AIMSAMP Cap REITs (O5RU) - 5 lots
Cambridge Industrial Trust (J91U) - 7 lots
First REITs (AW9U) - 7 lots
Fraser Centerpoint Trust (J69U) - 5 lots

1 Lot = 100 shares


wow I can say u are the young dividend warrior in the making

keep it up~!

 

[spiritGate]

yo yo just read your blog today

Invesment Portfolio
SoilBuild Business Space REITs (SV3U) - 6 lots
Keppel DC REITs (AJBU) - 5 lots
AIMSAMP Cap REITs (O5RU) - 5 lots
Cambridge Industrial Trust (J91U) - 7 lots
First REITs (AW9U) - 7 lots
Fraser Centerpoint Trust (J69U) - 5 lots

1 Lot = 100 shares


wow I can say u are the young dividend warrior in the making

keep it up~!

Hahaha yea,my aim is collecting dividend, capital gain is extra bonus for me

 

[Raynon]

Hahaha yea,my aim is collecting dividend, capital gain is extra bonus for me

Is that your full portfolio? If it is, its a bit risky, interest rate hike will put pressure on REITs , u can try looking at other counters which offers high dividend also

 

[felixleong]

Hahaha yea,my aim is collecting dividend, capital gain is extra bonus for me

Power of CD!

 

[Keverus]

any REITs experts care to weigh in abit?

http://forums.hardwarezone.com.sg/s...92/[gpgt]-anyone-taking-up-offer-4947865.html

 

[Perisher]

Overly dependent on reits is not advisable.

Sometimes buying blue chips can cover the dividends many times over, e.g. RMG. I didn't buy RMG coz of it's super low dividends but what a mistake.


Comfort is another example.
I recently bought Comfort, obviously not for dividends which is about 3% only but it is a stable rising stock since 2009. If you bought at 2012, it's share price has since doubled.
What this means is in 2 years+, comfort has returned 50% on average.

A diversified Blue chips + some Reits can gave you both growth and dividends.

 

[knightdreamer]

yo yo just read your blog today

Invesment Portfolio
SoilBuild Business Space REITs (SV3U) - 6 lots
Keppel DC REITs (AJBU) - 5 lots
AIMSAMP Cap REITs (O5RU) - 5 lots
Cambridge Industrial Trust (J91U) - 7 lots
First REITs (AW9U) - 7 lots
Fraser Centerpoint Trust (J69U) - 5 lots

1 Lot = 100 shares


wow I can say u are the young dividend warrior in the making

keep it up~!

wah... sure mah??? all reit isnt now reit is quite risky?
Any expert??

 

[Keverus]

Overly dependent on reits is not advisable.

Sometimes buying blue chips can cover the dividends many times over, e.g. RMG. I didn't buy RMG coz of it's super low dividends but what a mistake.


Comfort is another example.
I recently bought Comfort, obviously not for dividends which is about 3% only but it is a stable rising stock since 2009. If you bought at 2012, it's share price has since doubled.
What this means is in 2 years+, comfort has returned 50% on average.

A diversified Blue chips + some Reits can gave you both growth and dividends.

Agreed.

Esp if one is young, no need for extra income, a solid growth stock can be a really great boost!

 

[simon_84]

wah... sure mah??? all reit isnt now reit is quite risky?

cannot say that reits are risky...is just that what goes up will surely come down.
the popular ones have touch 52 weeks high, all it takes is a sell down based on announcement from the federal reserve.
most retailers anticipate a rate hike at the end of Q2, some believed that current pricing has been factored in.
i prefer to wait and see how the market respond.

 

[felixleong]

cannot say that reits are risky...is just that what goes up will surely come down.
the popular ones have touch 52 weeks high, all it takes is a sell down based on announcement from the federal reserve.
most retailers anticipate a rate hike at the end of Q2, some believed that current pricing has been factored in.
i prefer to wait and see how the market respond.

yeah those year high one I will back off

as a value investor, i prefer to buy low ... safer


unless one is momentum trader then buy high and sell higher

for reits, the cheaper the better... can get more yield and lower P/B

one must be careful when paying too much a premium over book value

for margin of safety I will only buy if the reit selling at book or lower, I never pay a premium to book for reits ( to be disciplined)

same as for buying bonds, no point paying above PAR

cheers

 

[felixleong]

Overly dependent on reits is not advisable.

Sometimes buying blue chips can cover the dividends many times over, e.g. RMG. I didn't buy RMG coz of it's super low dividends but what a mistake.


Comfort is another example.
I recently bought Comfort, obviously not for dividends which is about 3% only but it is a stable rising stock since 2009. If you bought at 2012, it's share price has since doubled.
What this means is in 2 years+, comfort has returned 50% on average.

A diversified Blue chips + some Reits can gave you both growth and dividends.

yeah some blue chips got good growth + dividends, comfort delgro is the mix of two

I now looking at kep corp... 6% yield... comparable to some reits wor...and if marine sector recover.. may have capital gains.. however its a much risker bet than reits of course

 

[felixleong]

M1 and Starhub 5% yield
Reits... must pay at least 7% or higher to consider

my view~ I may be wrong hehe

 

[Keverus]

I now looking at kep corp... 6% yield... comparable to some reits wor...and if marine sector recover.. may have capital gains.. however its a much risker bet than reits of course

yup, agree with you...looking at kep corp with keen interest at the moment...

but then again, through 2014, it simply went from 10.6X to 11.00 back down and up, up and down...

dunno wads wrong with the counter.

 

[spiritGate]

Overly dependent on reits is not advisable.

Sometimes buying blue chips can cover the dividends many times over, e.g. RMG. I didn't buy RMG coz of it's super low dividends but what a mistake.


Comfort is another example.
I recently bought Comfort, obviously not for dividends which is about 3% only but it is a stable rising stock since 2009. If you bought at 2012, it's share price has since doubled.
What this means is in 2 years+, comfort has returned 50% on average.

A diversified Blue chips + some Reits can gave you both growth and dividends.

Yes I agree that should not all invest on reits as I have a few blue chips in mind but wanted it to go down a bit before purchasing lile m1/singtel, sia engineer and st engineer. These are my main aim for investment. But now the peice keep going up, I will wait for appropriate time to go in

 

[spiritGate]

M1 and Starhub 5% yield
Reits... must pay at least 7% or higher to consider

my view~ I may be wrong hehe

Not really la, higher dividend means higher risk I believe. I believe there are defensive reits as well

 

[felixleong]

I still waiting for CMT and ascendas reit, 1 times book value I will go in heheheehe

still love blue chips

 

[simon_84]

Reits... must pay at least 7% or higher to consider

When rate hike comes, 7% div yield like hospitality and industrial reits tend to get hit first in a sell down, then follow by 6% commercial reits, finally 5% retail reits.

 

[havetheveryfun]

I still waiting for CMT and ascendas reit, 1 times book value I will go in heheheehe

still love blue chips

then u betrayed your ideals, you said u not going to buy reits