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 STOCK MARKET DISCUSSION V134, CI step into 1800, are you happy?

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felixmask
post Aug 15 2013, 09:14 AM

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QUOTE(yok70 @ Aug 14 2013, 10:13 PM)
you are right. there is good and bad side from it.  nod.gif
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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.



felixmask
post Aug 15 2013, 10:07 AM

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QUOTE(Boon3 @ Aug 15 2013, 09:21 AM)
It's good (while the damage is still not that bad sweat.gif ) that finally people here realise that you can actually lose money in reits (esp when one chases after the yield. ).

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. smile.gif
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one reason is SUNREIT sell down capital builder. Move back their money back to own country.

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???




felixmask
post Aug 15 2013, 10:43 AM

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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? wink.gif
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tongue.gif juz my opinion why Reits get so HOT

the time IGBreits IPO, CI already high as you said bullish.

I also afraid current stock , assuming Reits is defensive becoz yield.

doh.gif July Uncle ben want tapering QE, increse their T-BIll higher..to prevent massive out flow moneyflies.gif MGS also increase the rate.

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 sad.gif reits sad.gif vs biggrin.gif stock biggrin.gif ....as you said why chase low yield reits when stock perform much better?

You correct your point stock perform better, the time ppl case reits only for defensive as CI high.

whistling.gif wub.gif love stock...




felixmask
post Aug 15 2013, 11:21 AM

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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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rclxms.gif rclxms.gif nod.gif nod.gif cherroy notworthy.gif notworthy.gif
felixmask
post Aug 15 2013, 03:36 PM

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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.  laugh.gif

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.  nod.gif
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nod.gif last week, i change my mind topup SUNREIT at 1.34 the day it announce the dividend. nod.gif nod.gif

Lesson learn.
felixmask
post Aug 15 2013, 03:37 PM

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QUOTE(yok70 @ Aug 15 2013, 03:32 PM)
bought first batch of plantation, sop.  sweat.gif
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how much? my plantation list too.
felixmask
post Aug 15 2013, 04:03 PM

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QUOTE(yok70 @ Aug 15 2013, 03:40 PM)
5.55. it range bound at this price for 6 months already.  biggrin.gif
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30/08 SOP will publish their Qtr report, must be good news.
felixmask
post Aug 15 2013, 05:21 PM

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QUOTE(CP88 @ Aug 15 2013, 04:55 PM)
Kenny just dump & u baru masuk sweat.gif
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Hi CP88,

How come keeny dump you know, i didnt see...maybe eye problem.
felixmask
post Aug 15 2013, 05:41 PM

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QUOTE(ham_revilo @ Aug 15 2013, 04:56 PM)
Lehman was rated AAA by Moody days before it went busted. same thing here? tongue.gif laugh.gif
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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
felixmask
post Aug 16 2013, 02:23 PM

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QUOTE(yhtan @ Aug 16 2013, 11:53 AM)
Tambun Market Cap RM511mil, so its small cap

In my watchlist u may consider Freight (Small cap) or Tune Ins (Medium cap), i've been eyeing Tune Ins
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Tune Insurance hmm.gif major premium from AirAsia. No need much operation cost to run ...

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??
felixmask
post Aug 16 2013, 03:38 PM

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QUOTE(gark @ Aug 16 2013, 03:32 PM)
This one not bad.. put on my look look see see list.  thumbup.gif

My fishing list over the past week all fail one...currently fishing for HaiO and Zhulian...no bites.  sad.gif
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How you put the bait

1) Best Buy
2) 2nd Best buy
3) 3th Best Buy

or
n) x Best Buy.


Want the fish, simple put lah Big Worm. wub.gif ...


sorry..gary..i dont hv HaiO and Zhulian doh.gif
felixmask
post Aug 16 2013, 03:43 PM

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QUOTE(gark @ Aug 16 2013, 03:41 PM)
I put the bait at the price I want to buy it, then leave it for 2 weeks using GTD function. No use best buy function 1.  tongue.gif

If the fish gets away... so be it.  laugh.gif
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Apa TP? share already then lyn member also help you bait the fish out.
felixmask
post Aug 16 2013, 03:51 PM

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QUOTE(gark @ Aug 16 2013, 03:48 PM)
No TP lar.. later I wrong you all go holland come find me how?  tongue.gif
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sifu gark,


I juz follow you, got money then cheers.gif together.

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 nod.gif

that call LynMember steady BRO one.


felixmask
post Aug 16 2013, 03:59 PM

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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.  tongue.gif
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I dont use my whole moneyflies.gif dump into your single stock.

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) rclxm9.gif didnt go genting juz put in stock.
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
felixmask
post 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!

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....
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FAST FAST sometime no time to monitor.

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
felixmask
post Aug 16 2013, 04:29 PM

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QUOTE(lynetnonyma @ Aug 16 2013, 04:28 PM)
Ok, I was not sure if you are short term trader or longer term investor. If long term, then follow gark and others here who talk about FA and dividents etc etc.
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thank your advise... thumbup.gif
felixmask
post Aug 16 2013, 04:48 PM

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QUOTE(yok70 @ Aug 16 2013, 04:44 PM)
so bullish! my profile all time high again.  hmm.gif
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ME sad.gif so bear..RED RED. how come your REITS making money ?
felixmask
post Aug 16 2013, 05:16 PM

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QUOTE(yok70 @ Aug 16 2013, 05:05 PM)
my oldest stock that bought when i first started playing stock 3 years+ ago was Axreit. Now still holding the very first batch, the rest all sold already.  biggrin.gif
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MY OLDEST stock holding is 5year. BSDReit ...soon be relist to BSDPlantation
felixmask
post Aug 16 2013, 05:19 PM

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QUOTE(panasonic88 @ Aug 16 2013, 05:11 PM)
Agree.  hmm.gif

So I am under "poor" category.  cry.gif
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Poor in cash pocket
Rich in stock.

brows.gif
felixmask
post Aug 16 2013, 05:27 PM

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QUOTE(yok70 @ Aug 16 2013, 05:19 PM)
you huat loh! this is the only reit able to escape from current sell down.  rclxms.gif
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already 80% return from my capital...no huat..HUAT if over 200% my definition


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