[Official] REITs CD tracking thread

O

onizuka_eiji

Member
Joined
Dec 22, 2005
Messages
336
Reaction score
1
anfielder said:
Gearing is ~25% as a result of the placement last month. Which is very good compared to most of the other REITs.
Click to expand...

They keep doing DRIP which even though in reality doesn't do much to hurt small time investor like me, doesn't make me feel good..

Hopefully the management is planning to expand portfolios or planning in advance for interest rate hikes..
 
T

Tony Sim

Senior Member
Joined
Jan 1, 2000
Messages
658
Reaction score
15
xorion said:
Do you all feel REITs will drop further with tapering nearby?
Click to expand...

The bond market has already priced in the Fed tapering in Sept this year, thus do not expect our REITs to outperform like they did in the beginning of the year. Unless the Fed screw up in the tapering process, we may not see the kind of correction in the REITs price during May/Jun period.

Conclusion, if you want to punt for the short term during the results/dividend period, please thread carefully. If you are looking for mid-long term investment in REITs, you may want to hold off till the end of the year.
 
Bull&Bear

Bull&Bear

Master Member
Joined
Mar 17, 2013
Messages
3,271
Reaction score
0
Hmmm. Will it be a correction or a restart.. What you experts think the period be for?

Tony Sim said:
The bond market has already priced in the Fed tapering in Sept this year, thus do not expect our REITs to outperform like they did in the beginning of the year. Unless the Fed screw up in the tapering process, we may not see the kind of correction in the REITs price during May/Jun period.

Conclusion, if you want to punt for the short term during the results/dividend period, please thread carefully. If you are looking for mid-long term investment in REITs, you may want to hold off till the end of the year.
Click to expand...
 
T

Tony Sim

Senior Member
Joined
Jan 1, 2000
Messages
658
Reaction score
15
Bull&Bear said:
Hmmm. Will it be a correction or a restart.. What you experts think the period be for?
Click to expand...

I am no expert, just sharing my 2-cents worth of views.

If you are referring to the REITs 15-20% correction we had seen during the May/Jun period, I think it is highly unlikely to happen again even when the Fed actually tapers its bond purchase, be it in Sep or Dec this year. This is because this event had already been priced in the bonds market.
 
S

simon_84

Arch-Supremacy Member
Joined
Mar 14, 2008
Messages
11,196
Reaction score
1,212
Bull&Bear said:
Hmmm. Will it be a correction or a restart.. What you experts think the period be for?
Click to expand...

i'm preparing for more correction, exiting my reits before sept arrives.
and this time, i will be more selective about the reits which i plan to re enter...
 
Last edited:
eveee99

eveee99

Senior Member
Joined
May 15, 2013
Messages
1,314
Reaction score
0
simon_84 said:
i'm preparing for more correction, exiting my reits before sept arrives.
and this time, i will be more selective about the reits which i plan to re enter...
Click to expand...

Me too in that I want to choose my 1st reit wisely ..hope the months ahead will give me a good price to enter so i can hold for long and not worry abt minor price corrections... =:p
 
yummyfei

yummyfei

Senior Member
Joined
Sep 28, 2005
Messages
2,081
Reaction score
3
eveee99 said:
Me too in that I want to choose my 1st reit wisely ..hope the months ahead will give me a good price to enter so i can hold for long and not worry abt minor price corrections... =:p
Click to expand...

your 1st reit should choose First Reit.. :s13:

this one can hold till next generation..
 
S

simon_84

Arch-Supremacy Member
Joined
Mar 14, 2008
Messages
11,196
Reaction score
1,212
eveee99 said:
Me too in that I want to choose my 1st reit wisely ..hope the months ahead will give me a good price to enter so i can hold for long and not worry abt minor price corrections... =:p
Click to expand...

my 1st stock was singtel, took profit recently, will look to re-enter come sept...

i won't bother with reits below 1.50 now, slowly removing them from watchlist.
singpost surprised me with its stable price range, will observe how it cope come sept.

CMT by far, has solid support at 1.95 while FCT which is slightly less solid at 1.825

something i learned recently at ocbc TA seminar:
"cheap stocks can become much more cheaper or remain cheap for a much longer time than you can imagine".
 
Last edited:
tiny

tiny

Arch-Supremacy Member
Joined
Jul 6, 2002
Messages
15,188
Reaction score
2
simon_84 said:
i'm preparing for more correction, exiting my reits before sept arrives.
and this time, i will be more selective about the reits which i plan to re enter...
Click to expand...

I bought Starhill Reit during the days of $0.60 range. Should I realise the profits soon and re-enter in Sept? I dun think the price will drop back to 2011 days.
 
S

simon_84

Arch-Supremacy Member
Joined
Mar 14, 2008
Messages
11,196
Reaction score
1,212
tiny said:
I bought Starhill Reit during the days of $0.60 range. Should I realise the profits soon and re-enter in Sept? I dun think the price will drop back to 2011 days.
Click to expand...

been looking at starhill as well during the last 2 months, support at 0.80
below 0.80, you better plan to stop loss.

resistance at $1, failed to break out during early may.
 
Last edited:
You must log in or register to reply here.
Important Forum Advisory Note
This forum is moderated by volunteer moderators who will react only to members' feedback on posts. Moderators are not employees or representatives of HWZ Forums. Forum members and moderators are responsible for their own posts. Please refer to our Community Guidelines and Standards and Terms and Conditions for more information.
Top