not bad

i also..doubt at 1st....praise pana jie jie....

HOLYBO qualify be investor

if reits fell 30% - 40%, as long the DPU not fell, then the yield are higher than we took before.

secondly must check the quality of the reits, if any time the occupancy not sustainable 90%, then be prepare cut flesh...liao.

Reits or stock also have MR Market, dumping the stock or pushing up, as-long investor appetite hunger for it.

like stock when move the peak, i don't hunger to chase it, rather look and wait, any correction of 5%-10% trigger my itchy hand to accumulation.

HAS to see the correction down 5- 10% no implication toward DPU mostly investor loss appetite after chasing,

Once correction bottom, market news will come to support the reits/stock then investor appetite began again.

most reits already premium from NAV, anything above premium peak juz waiting the the stomach to full and vomit will happen.

After vomit the Beer drink, later on investor still want it...juz like BEER.

This post has been edited by felixmask: Aug 9 2013, 11:48 PM

NO NO NO NO . Everyone intention to made money.

I appreciate your concern, so i can adjuzt my portfolio.

It best include the link you have the infor so ppl not misunderstand your msg.

I also try to find US reits index i cant find, maybe you can share the source. So we can digest and anlyze.


thanks you very much.

peace for sake of making money

any recomendation ? currently i also pile cash into FD. how about you ?

hi yok70,

Im frm Sg Petani. Not i want to put cold water, i know what the condition of both mall sungai petani and kulim.
You wont like it when you hear it, by the way, there is other mall better that Hektar bought from sg petani and kulim.
It's noting wrong with the mall, aslong can get tenant, but the quality among other mall andpotentail upcoming mall it wont be the central of demand for hiking rental future. Soon later be like Sg Wang/Summit Mall condition, top floor no one want to rent or open business, then atttractness will be lower.

By the way KLCCss drop 10sen...what your TP, mahu makan ???

This post has been edited by felixmask: Aug 15 2013, 05:05 PM

are you talking EUPE Kedah property developer also hv OSK property,

Yes indeed got ppl purchase property drive 1 hr to penang to work.

KV also ppl stay at rawang work at bangi.

New town, the last time i know still like ghost town. that was 10year ago, it could be different if we looking affordability.

Rm300k can buy a double story hse compare KV.

Sorry Yok70, i don't go back there anymore for 3year.

I also want to buy, but no job there.

Old man said, young man must step outside house to find job.

http://www.eupe.com.my/newsNews.php

http://www.bandarputerijaya.com.my/alyssa_about.html

This post has been edited by felixmask: Aug 15 2013, 07:46 PM

BAD for reits
1) US will reduce massive US Bill buying, therefore require Investor to pruchase their Bill, to do so they will increase the rate.
the rate between US bill vs US reits juz different of 100bps, investor mostly move their for lower risk

2) To avoid massive outflow of hot money, those FF invested in Mreits will either move to MGS or move back their own country.
REIT money are for yield, then the yield vs US bill or MGS not much different and lower risk, the smart money will move to avoid KABOOM.

My 2 sen, see above my statement correct. thanks sifu....let me know if im wrong.

This post has been edited by felixmask: Aug 16 2013, 09:08 AM

SIFU any can help to answer.

Strategic, is the price got paper gain might sell down...if there is new IPO

like gark fishing using rod..wait catching MANY mermaid.

This post has been edited by felixmask: Aug 16 2013, 05:32 PM

Buy for Yield, then buy after Fed Meeting.

Money need for somewhere more potential stock, should sell before Fed.

Then no need to worry.

Worry to much no point, we so greedy later cannot concerntrate what ahead future.

let me share my dillema when i was you when i 1st bought reits.

Same question shld i cut loss or wait.......During 2008 till now.

This is my tips, i cant find the answer becoz no body hv crystal ball what will happen tommrow.

I have overcome the worry my,by taking off Emotion but Focus on Strategic of Investment.

Ask ownself, once money investment in stock there is risk , do you plan A or B or C or D when any event happen..there is none.

We human too greedy becoz we assume"What we put/buy can made money in next day" assumption stock will rise UP never come down.

Then i change, i dont simple buy stock to worry next day becoz i do homework.

1) buy the stock Fundamental sound company- company can made money regard what MR Market doing.
The company can get $$$ in their business, good management , their business model that you believe your understand / able to see of their service/good in the our daily market. Example mall reits, telco , Jusco, Nestle, Beer , Milk, those item you know the consumer around our daily is commonly.

2) Study the price - what movement and mommentum - buying after/before dividend announce, buying peak, buying when ppl greed or said so to buy, market hot. Know your enty point, if happen match your entry what next - go down buy more or buy less. This one definley require TA skill see the stock movment and their FA news, dividend, new hight project reflect in their Financial Staement or changes their Stretegic/Operation Business.

3) Length of investment - Buying stock/reits also must know what you looking for yield or captial gain. It's very crucial becoz once we establis our stock vision, then we must set and believe that should be happen to do, rather panic , dillema and becozme greedy. There is trader trade intreday ans some keep for day or week or month, once reach their TP (capital gain) or Cut loss then excution been take.

4) Dont put all the egg in a single basket. Stock is gamble, like go casino but different a bit. Casino once loss is total capital, but stock is item that devalue or valuation high depend of Mr Market. never use put all the egg money in one basket. Your captial investment from your hard earn money. Every month we get our salary then is paycheck to paycheck. money management very important like business. never too debt and never too spend uncessary. Actively manage our Income we can know Saving enought what we want to do with the money. Investment is sometime confusing hard to decide where to allocated. Knowing yourslef is knowing your investment plan to put one off or monthly comitment toward stock. there is so many choice of stock/reits event bond / FD or even Mutual Fund. Knowing type of Egg able to customize a strategic Investment plan.

5) Review portfolio, sometime what we invest last 5year may not a good model after revolution of technolgy. take example of newspaper business, we can said 20 year news paper is good but when come to digital soon be replace the consumer needs, the demand will less. Therefore the business is loosing edges what we see tomorow. We should tink to cut/sell the stock and move toward those stock you can see growth. I did invest in plantation like rsawit, once was peak i able to gain (30%) i didnt sell for profit and review the CPO trend..the time i sell i only gain 13%, becoz i still believe still a temporary trend. Once i comfirm the CPO was downtrend, the stock move below my buying price (16% loss if i dont sell now).
Do review what your portfolio and you able to monitor. You dont need to buy all the plantation stock, may 1 or 2 that you feel good as your portfolio. Further more buy what the price stock/company is right time to enter and time to cut loss.

Above this what i able tink of for you, if any sifu hv any idea pls added,

Any thing i miss out or wrong , pls forgive me.

Disclaimer not i am best investor..im still learning, and not everytime what i plan is correct..i do hv mistake.

i juz a superholic man come to work(even today not by working day) but didnt do work but spending time writing lynforum.

My work not yet done need to rush my work. Pray hard my boss dont jump on me.

not mistaken PAVreits he bought at 1.60

hi Yok70,

i quote IBM as Ini Barang Mahal....

srrory IBMer......i know you the best deliver the best system, never regreat im using your product....

Can share the link..so we can read.

Im not in your shoe knowing your financial ability.

Every thing reason becoz to do with money.

1) You need the money then must cut loss- money to buy new house, children education, etc

2) You found a great investment , then you sure bet can win juz do it

3) You concern becoz current economy/BolehLand downgrade rating .
Not all investor want to see MONEY burn down into drain. Then we taking the risk in stock or reits becoz we want opportunity.
Do you own plan calculation either SAVE more money in FD, as CASH always KING when KABOOM.
Every investor dilemma, when see RED in their portfolio.


Solve your problem?

me too never expected when i bought IGBreit...Uncle Ben want to tapering QE...trigger FF to scale down their moving back their to US.

Every thing has risk, advise not need to rush buy stock, when got money..then think to invest some in stock/reits. CASH is KING when KABOOM.

This post has been edited by felixmask: Aug 18 2013, 08:48 PM

you can find at annual report.

quality, ppl come visit..then for me is fine.

you made my hand itchy.....