you can see it your way or see it as long term buying for yearly dividend.

I buy CMT much higher than you le

My purchase history....

11 Nov 2016  @ 1.94
27 Jul 2016  @ 2.15
31 Mar 2016  @ 2.07

i did not average down after Nov 2016...  many says RETAIL not doing well in Singapore... blah blah and so on....

My purchase history :

22/04/2016 Capital Mall 2.07
13/06/2016 Capital Mall 2.03
28/10/2016 Capital Mall 2.07
31/10/2016 Capital Mall 2.06
13/12/2016 Capital Mall 1.94
15/12/2016 Capital Mall 1.92

I averaged down a lot during December month. I think I should topup some as the 4 purchases were at quite high price.

It was my 2nd counter when I bought Sg reits. that s y I buy such defensive reits.

what is your target price for this counter ?

1.92 was hit on 26 Jan 2017. Not sure can go so low or not. I m also hopping.

But I will try top up Aimsamp.

if below 1.35 I will be looking to go in to average down AIMS

ex date already?

i know thats why drop, i mean for MGCC

http://corylogics.blogspot.my/2017/04/cory...trust-1q17.html
see list of shopping centres.

As per our last round discussion.. instead adding CMT. i added FCT which is more suburban focus.

The malls are slowing down...

one of the mall LOT 10 is so quiet..
another 2 yrs down the road.. can tahan or not CMT?

My plan.. i will just wait for few round div .. and will dispose at right price and move on to others.

i am still holding Cache Log...

long term view LOGISTICS is good. If i feel RETAIL.. will be slowing down.. INTERNET BUSINESS will boom. Hence the need for logistics company.

I am collecting logistics counters at Bursa too...
https://www.fool.sg/2017/03/15/3-things-inv...t-2016-results/

Internet business or retail booming, they are basically rather the same for logistics business.
If people don't buy through online, people will buy through retailer/malls.
Both channel need logistic services.

The difference is instead of bulk delivering to malls, with internet business it turns out to be door to door service for logistics offering companies.
The booming one is businesses that offering door to door service, while for logistics reit that their main business is lease out empty warehouse to logistics business companies, they may not reap as much.
In fact, if internet business lead to more efficient in term of goods deliverying, and can get rid of "middle man" storage, the need of large storage may become lesser, just like JIT system can reduce the needs of storage issue.

The mian problem of logistics property is that they (empty warehouses) are easily replaceable.

If next door warehouse offering cheaper rental, tenant can easily move out as compared to factories, and retail malls (whereby prime location has tremendous crowd that other place couldn't offer)

For Mreit, Atrium case is the good reference whereby the short WALE and tenants turnover issue causing the DPU to be yoyo in some period of time.

Anyway, don't get me wrong, I don't mean negative on logistics reit, in fact, I agree logistic has good long term view, but location of those logistic properties also an important factor, that we need to aware of logistics reit risk as well.

must buy immediately follow result. or buy before result if confident result will be good.

hello all sifu

receive a letter from FCOT, asking me how would I like to have my dividend.

if i choose in form of share, what price it will be based on?

Sorry it is mentioned in the letter, my bad.

Offer to buy at $1.3216

i normally will just take cash.. do not like the odd lots.
Even if we tell ourselves not selling.. gonna keep for long term.. in my experience..

Things do have a way of changing very fast....

BTW Ramjade.. SGD can get 3.08 already...

how low u think it will go some more?

Thanks for the advice! much appreciated.

Funny how FCOT can sustain the price despite ex-date liao. so chiong.

I know, luckily i started some at 1.28.

FLIT dropped today. Can go in today or wait

Ramjade said 0.92 is a fair price. I will queue at 0.92

0.95 also hard to reach, unless we see big plunge of AUD.

I queued at 0.98 see can get or not

I had also queued for FLIT today. but too bad, can get any. will try again next Monday

yesterday mid valley rate 3.08... hope this rate can stay till this weekend.

me also buying n will top up in SG next month.