cmmt approaching net yield 6.5% already...

like cherroy said, never know where is peak and bottom.
just buy or sell slowly loh.

monthly addition of $6000 for investment? wow, you must be high pay group. Above 12k/month salary?

This post has been edited by yok70: Dec 16 2013, 03:17 AM

i just came back from singapore.
the malls, retails shops (underground or on the street) nearby mrt station at orchard road are crowded even on weekdays. Bintang walk area will become my orchard road 5 years later. I am expecting a lot more crowd in future.
so, i hantam some more cmmt at 1.33 last friday.

in singapore, i can see the crowd are buying!
in malayisa, windows shopping % is higher.

they are different crowd.
sg wang is like Far East Mall in singapore.
pavilion is a different game. I'd say time square is more competitive to sg wang.
anyway, i'm also shareholder of pavreit.
in the next 3 years or so, it may not look good as mrt construction all around messy and dirty + the gomen cost cutting policies will continue for the next few years until next election only may stop, i bet.
i am betting on a sustainable earnings (not expecting it to be bullish) for the next 3 years. only hope for strong growth after that.

this prebhd shooting up leaving no chance for me to top up. only able to catch 2 batches, 3 batches outstanding.

pbbank, nestle, bkawan....all these heavy weight price not move much. on steady growth path but no fancy drama. panamy laggard, so i added more.
maybank i also like, but not coming down much. if can see 9.00 can pick up again. sold all at 10+.

healthcare in bursa all super high valuation, good but how to buy. drop 30% then can consider.

i like Axreit. waiting for gark's TP of 2.88 to top up.

Pavreit's "targets" cannot consider real targets until they made the acquisition. So, I won't consider them as aggressive for now. In fact, I'm much more interested to see it injects the Pavilion extension (which is currently under construction stage) as its first acquisition. I can only see Pavilion Mall going stronger ahead as it have been doing in the past 3 years. And I'm optimistic on its underground plan as I see great potential with an underground inter-connecting Malls as a whole. Good examples are Singapore orchard road and Taiwan's 东区. My 2nd favorite acquisition for Pavreit is the upcoming Bukit Jahlil "Pavilion 2" project.

Even my favorite blogger had spoken.
Time to accumulate REITs SLOWLY, he said.

http://nexttrade.blogspot.com/2013/12/reit...active-for.html

Yes. I am now lower at 26% of my portfolio after recent consolidation, moving some money into other high yield stocks. Mostly, I just re-arranging my reits, not adding more overall REIT holding. And 26% is still a lot. If REIT price recover a little, that would look nice on overall profile.

This post has been edited by yok70: Dec 18 2013, 02:08 PM

He also mentioned on yield.
I like him as he is free minded, not some stubborn one sided TA/FA guy.

I sold all my Hektar and KLCC and move the money into other hard sell down REITs.
Hektar -> cmmt (yield close, cmmt assets more strategic)
KLCC -> Pavreit (yield gab larger as both consider prime assets)
and the remaining money into Axreit and other non-REIT high yield stocks.

I love broad market consolidation, always great chance to re-arrange portfolio.

that chart is good for reit and bad for bond.

this chart is good for a re-thinking of "what's up for the next 30 years".
some elements i am considering on this situation are the dominant switch from Gold to USD, and the emerging power of China (aka RMB). This transition may decide the next 30 years' picture.

people buy for capital gain, as it's a "fake reit", half blood prince.

China has been buying more US bonds while Japan and retailers selling. China's US bond holding is at new record high.

http://mreit.reitdata.com/

now people start to goreng reits too?