The rep from CapitalM said Amazon might be coming here 2nd quarter. That s d price for CMT is still not stable and bit difficult to go sky high.

She also said eCommerce has also become a competitor to retail mall biz too. Haizzzzz

Yeap. i hv just finish talking with Std Chart Relationship mgr.

transfer in shares.. cash.. to the value of SGD200K.

can even open the account from malaysia.

But then huge cash reserves sitting there not earning..!!?

I became a shareholder in an US MLP dishing out 22% yield.

Wishing me luck!  Gulp*

HI Sifus here,

Recently I am thinking of scaling down on some of my industrial reits holdings.

currently, i am holding AIMS,Cambridge and Soilbuild.

my two biggest holding are AIMS and Soilbuild. Both r in profit, while my cambridge holdings are losing bit money.

I am thinking of maintaining my AIMS holdings, while not too sure abt holding Soilbuild, what r ur thoughts on it? The price made a big recovery, i was previously in the red until recently. Good for long term holding?

I plan to sell my cambridge holdings if the price improves.

We must be creative now,...things are brewing further,.....

But no more dividend payout from 1st July onwards,... that's how I look at it,... the only return is at the end after the buyout is successful, whichever the offeror is,....

Hi bro,... you mean Croesus manager might declare the dpu for the period July to September when the buyout by Cyrus Bidco is confirmed ? The ann't has already mentioned 'the dividend payout for January to October 2017 is 4.06 Cts and will be given out together with the offer price if unitholders agree to sellout,... They won't be giving out anything more,...

This?

http://infopub.sgx.com/FileOpen/Joint%20Sc...t&FileID=459186

https://youtu.be/w0Oz2R0u4VM

Prepare yourself for the next crash.

Please comment.

So was I , a gold man in 2002. Well prepared for the 2008-09. We are getting to the 10 year anniversary. So any thing can happen! 

My gold holdings have 'yielded' around average 23% p.a 

about 10.5% CAGR   

In MYR terms of course.  Not too shabby. better than any FD returns.

Well. everyone has their own biases, especially when their livelihood depends on it!
I do think they go a bit over board. However, the fundamentals are there for all to see.
Bot gold in 2002. I got out of banking stocks in 2005-6.

once I had 40% of my portfolio in gold!    That was because of the spike in price. Nowadays, I have about 10% in gold, out of which I trade 3% of it.
However, I may tweak it some what if I do not feel good about the financial world.

Good question, impt to be prepared!

If u look at the last 6 months, usd index already dropped 8%.

The rate hikes have all been priced in, maybe overdone.

During this period, euro gained most, rmb next, yen a bit.

Sgd gained, aud not much.

Rm gained against usd but lost to all the rest of majors.

Rm lost to thai baht too, now at 7.9.

If market crashes, usd index can fall another 5 or 10pc, and that has happened before, $ index below 75.

Rm will likely gain against usd but lose to others as usual.

Money will flock to traditional safe havens.

For that, i think easiest from here, hedge with gold, sgd, euro.

hmm.. similar situation U & i.

Currently holding only about 1% of my liquid assets in "paper gold", accumulated bit by bit during the slide through the past few years via PBank Gold Investment a/c - 4% charges. Haven't been accumulating for awhile since the current RM gold price is way higher than my total average cost.

Planning to have about 3% to 5% (depending on gold price's ups/downs) but future purchases will be via GLD unless it's hard to transfer $ out to my TDA-SG account. If there is still the sekatan, then PB lor (about 4% spread buy/sell).

However, my reasons for gold is not because of fear of currency crashes coz all the big boys did their version of QEs and i'm no seer/oracle to know what will go down/up. Thus, my simplistic reasoning & approach is just for asset allocation purposes - gold being a % of my "cash" - which it is looooong time ago

Dead simple reasoning & execution - i can't handle complex 

I think for Gold investments, it is a known fact that there is no yield,... it is not a dividend play,... if you want returns, you have to sell,....

After reading all the above, I discovered one counter in the ASX that is a 'reverse performance' counter, ie, there are many short positions as its underlyings,... this counter will do very well when the mkt crashes,... and this counter still pays a dividend,.. the code is ALF,...

No lah........the offer was 1.17 per share buyout plus 4.06 DPU per share.

Do not confuse company declaration and the buyout offer. They are independent of each other.

Macam itu pun boleh? Can we make noise/lodge a complain?

Rub more salt in. 

Any recommendations for alternatives to Croesus? 

Yeah,... I noticed this too,.... whatever that has higher yield at current prices will surely have some flaws, some risks somewhere, eg gearing too high (iREIT Global and KIT, w Basslink), heavy reliance on one property (SPH REIT), the INdustrial REIT (uncertain sector), well, these are some I have studied,...

The most recent opportunity to go in is UMS,...

Manulife US REIT - don't know-lar,... everybody said it is good,... but recently, I noticed their result has one flaw,... so, I'm thinking not to average my price up anymore,..

If really,... no chance at all in SG mkt anymore,... then I will TT my funds to AUSTRALIA,....

After this posting,... I think I don't want to struggle in SGX anymore till the conditions are conducive again,... need to move-on already,.... Singapura already Maju,....

What sort of structured products are you in?

I am invested in US  companies offering and managing this sort of products.