QUOTE(yok70 @ Aug 14 2013, 10:13 PM)
Morning Yoke70,Cant blame the invetment game, but agree with you reits not alwasy defensive.
When reits good ppl push to reits, when new bond yield good but reits go bad.
STOCK MARKET DISCUSSION V134, CI step into 1800, are you happy?
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Aug 15 2013, 09:14 AM
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#41
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Aug 15 2013, 10:07 AM
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#42
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QUOTE(Boon3 @ Aug 15 2013, 09:21 AM) It's good (while the damage is still not that bad one reason is SUNREIT sell down capital builder. Move back their money back to own country.The simple reasoning I do not quite understand. All this while, CI is hitting new highs (we are still near our highest) and isn't this a bull market? REITS while has its strong investment arguments is defensive in 'nature'. Question is why go defensive in a bull market? Roti nan for your thoughts. Other reits like IGBreits maybe overvaluation yield at 5% vs MGS yield reach 4%. Summary Noting to do with CI. Investor want for yield better and lower risk. Only we dont discover this loop holes. What next loop hole??? |
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Aug 15 2013, 10:43 AM
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#43
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QUOTE(Boon3 @ Aug 15 2013, 10:17 AM) I dont quite agree. The mad chase for REIS happened when the market was hot. Previously, before the taper talk, look at how IGBReit was chased. Why chase the low yield when the general market was so bullish? Can't normal stocks perform much better? the time IGBreits IPO, CI already high as you said bullish. I also afraid current stock , assuming Reits is defensive becoz yield. When come to Defensive yield- a mass move from reits to lower risk investment but can give the same yield of M-Reits. reason preven ppl like me chasing stock for yeild....a great mistake....No point you dont agree. I not making any money frm You correct your point stock perform better, the time ppl case reits only for defensive as CI high. |
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Aug 15 2013, 11:21 AM
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#44
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QUOTE(cherroy @ Aug 15 2013, 11:11 AM) It is just previous hot money that flowing in, now flowing out. Most stocks including reit still higher than about 1-2 years ago. Reit is not spared from market risk, it is not a totally defensive (even bond nowadays is not that defensive anymore), but the so called defensive come from lease signed aka reit only concentrate on leasing out the property and collect rent, while ordinary business need to make business daily, whereby input cost, selling price can be vary each day, while may be exposed to poor corporate management integrity issue. This is the difference. |
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Aug 15 2013, 03:36 PM
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#45
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QUOTE(yok70 @ Aug 15 2013, 03:25 PM) True. My overall REITs that trade (buy and sell) from 2011-2013, still at profit. I guess, excluding of dividend, maybe 15% profit at current price. When it's peak, I guess around 10-15% more paper profit. Still, REIT is consider defensive as it's not easy to get huge loss like some other stocks did that 2 days can loss 50%. However, the lesson of "do not chase high, always monitor the yield" is a hard learn lesson for me. Lesson learn. |
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Aug 15 2013, 03:37 PM
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#46
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Aug 15 2013, 04:03 PM
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#47
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Aug 15 2013, 05:21 PM
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#48
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Aug 15 2013, 05:41 PM
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#49
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QUOTE(ham_revilo @ Aug 15 2013, 04:56 PM) N*JIB give money to MOODY ? Lehman CEO ah d***..very big shoot in wall street. Can find youtube "Last day of Lehman Brother" very nice movie to watch. This post has been edited by felixmask: Aug 15 2013, 07:52 PM |
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Aug 16 2013, 02:23 PM
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#50
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QUOTE(yhtan @ Aug 16 2013, 11:53 AM) Tambun Market Cap RM511mil, so its small cap Tune Insurance In my watchlist u may consider Freight (Small cap) or Tune Ins (Medium cap), i've been eyeing Tune Ins Any one know is other country airasia ticket also embeded Tune Insurance coverage ??? Then possible as good as AirAsia ticket selling hot cakes go to Tune Insurance travel insurance premium. Any TP price?? |
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Aug 16 2013, 03:38 PM
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#51
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QUOTE(gark @ Aug 16 2013, 03:32 PM) This one not bad.. put on my look look see see list. How you put the baitMy fishing list over the past week all fail one...currently fishing for HaiO and Zhulian...no bites. 1) Best Buy 2) 2nd Best buy 3) 3th Best Buy or n) x Best Buy. Want the fish, simple put lah Big Worm. sorry..gary..i dont hv HaiO and Zhulian |
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Aug 16 2013, 03:43 PM
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#52
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Aug 16 2013, 03:51 PM
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#53
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QUOTE(gark @ Aug 16 2013, 03:48 PM) sifu gark,I juz follow you, got money then No win, juz no luck we both. I steady one, no like to blame or throw fire. You queue then i also queue..no harm..when you signal sell..then best you tell us also..so YOU JUMP we JUMP that call LynMember steady BRO one. |
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Aug 16 2013, 03:59 PM
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#54
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QUOTE(gark @ Aug 16 2013, 03:56 PM) Better don't, too much risk, and your holding power is not the same. Anyway you look look see see yourself better and if the stock is interesting, then buy at the price you feel right. I dont use my whole Juz got money dunnow what to buy. Play sikit..hand itchy..if not patient i juz cancel the queue. Is my gamble money(less than rm3k) Genting i budget less than rm300 becoz loose also that amount. Stock.juz keep This post has been edited by felixmask: Aug 16 2013, 04:15 PM |
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Aug 16 2013, 04:24 PM
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QUOTE(lynetnonyma @ Aug 16 2013, 04:18 PM) Unless you longer term investor, I think you better don't follow gark. From his previous posting, looks like he buys a stock, then goes plant trees and waits for 5 - 10 years until got fruits. Then he eats the fruits and sells the stock! FAST FAST sometime no time to monitor. I also looking to follow others here as I don't have much experience. But I want to follow those who go pick the fruits straight away so got something to eat for now.... Now want Juz queue...then wait the fruits bear and sell the fruits. Patient is virtue. Like fishing using BIG net scoop the fish and sell or Fishing ROD put the bait wait to get MERMAID. This post has been edited by felixmask: Aug 16 2013, 04:25 PM |
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Aug 16 2013, 04:29 PM
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Aug 16 2013, 04:48 PM
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Aug 16 2013, 05:16 PM
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Aug 16 2013, 05:19 PM
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Aug 16 2013, 05:27 PM
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