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 REIT V5, Real Estate Investment Trust

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SKY 1809
post Dec 12 2013, 11:30 AM

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QUOTE(gark @ Dec 12 2013, 11:28 AM)
5.5%-6% net dividend minimum...  whistling.gif  means another -10% to -15% more to go...
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By the time it drops 15%, then u want it to drop another 15 % .......

Those days it dropped to rm One, suddenly many hide in the bunker .........

This post has been edited by SKY 1809: Dec 12 2013, 11:31 AM
SKY 1809
post Dec 12 2013, 11:33 AM

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QUOTE(gark @ Dec 12 2013, 11:31 AM)
No lar not that greedy.. 6% net yield good enuff for me.  thumbup.gif
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How many rental free years u intend to provide if yield is at 6% ...... hmm.gif

I mean another Capital loss of 6% , 12% maybe
SKY 1809
post Dec 12 2013, 11:40 AM

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QUOTE(gark @ Dec 12 2013, 11:38 AM)
who bully you?  bruce.gif
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Must be the cash rich guy who wants a 15% discount hmm.gif

This post has been edited by SKY 1809: Dec 12 2013, 11:41 AM
SKY 1809
post Dec 12 2013, 11:43 AM

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QUOTE(felixmask @ Dec 12 2013, 11:40 AM)
I tink i know  hmm.gif

» Click to show Spoiler - click again to hide... «

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Time to get a rich suspect to do M & A hmm.gif
SKY 1809
post Dec 12 2013, 11:49 AM

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QUOTE(gark @ Dec 12 2013, 11:46 AM)
capital loss cannot be ignored, must be calculated together with dividend gain for total gain... whistling.gif
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WB says that . I know laugh.gif
SKY 1809
post Dec 12 2013, 11:50 AM

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QUOTE(felixmask @ Dec 12 2013, 11:47 AM)
I didnt include Fd as CASH.

i even worst 0% cash, every month allocated in investment.  rclxub.gif
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Hope it is not a " Sinking " Fund lor hmm.gif
SKY 1809
post Dec 12 2013, 11:52 AM

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QUOTE(gark @ Dec 12 2013, 11:49 AM)
good to keep some cash as opportunity funds... and also emergency fund..  rolleyes.gif
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This one I agree, Cash does have lot of invisible Opportunity Gains, if put into actions at the right time.


SKY 1809
post Dec 12 2013, 11:55 AM

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QUOTE(felixmask @ Dec 12 2013, 11:52 AM)
start little sinking..every month keep harder to float the sinking fund.
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Can consider some very cash rich companies to buy their shares.....

REITS are cash poor cos they pay out 95% or more , leaving 5% for operating cashflow.

This post has been edited by SKY 1809: Dec 12 2013, 11:55 AM
SKY 1809
post Dec 12 2013, 11:57 AM

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QUOTE(felixmask @ Dec 12 2013, 11:56 AM)
cash is in my 555book..waiting good valuation to enter.
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U mean waiting for Gark Green Light to buy hmm.gif
SKY 1809
post Dec 12 2013, 12:15 PM

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QUOTE(felixmask @ Dec 12 2013, 12:12 PM)
yes... he given the tips before...juz matter time to hit, i juz buy.

except those ETF, SGx reits...no acount yet.
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No harm to take advantage of January Effect to buy some shares...... hmm.gif

Profit made, then u buy more reits for free yawn.gif
SKY 1809
post Dec 12 2013, 12:23 PM

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QUOTE(felixmask @ Dec 12 2013, 12:19 PM)
with my reits still bleeding..i still put my focus on reits.

Plan to accumulate each dividend receive rm4k each time.

Use the dividdend to buy share other than reits.
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Well when u buy reits from your own capital, u may have more capital loss later ,

But if u buy from the profits made from investments, u lose some portion of your gains.....but not possible to lose all in reits ....

All look the same, but actually not the same.....if u understand asset allocations.....

This post has been edited by SKY 1809: Dec 12 2013, 12:25 PM
SKY 1809
post Dec 12 2013, 01:30 PM

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QUOTE(felixmask @ Dec 12 2013, 12:52 PM)
I do agree buy other type of investment, which may gain back.
2ndly only this IGBreits giving me loss portion of 11 IPAD.
Except other investment can coup 100% gain back...with rm4k, which i may consider.
Currently i hv no plan to loss another rm4k(speculation/gamble stock), better i stick to average down the reits(retirement plan for yield)

notworthy.gif Thanks for ur advice....i will follow ur advice if i didnt greedy on IGBreits using big net.

My feel of no comfortable of loss 11% = 11 IPAD.  sweat.gif

I cant blame 2011 bought IGBreits that i forsee MGS yield which may come up as today.
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Well for any investments , u need to do your homeworks , a way to reduce risks.

Once u understand more especially of undervalued concepts, risks could be reduced...WB buys abandoned homes in US cos he does his work home .

For those who do not know REITS, well they would say reits are risky after falling 27% in just 2 to 3 months. Some SREITS could fall 40% ? It could be volatile and yet not speculative .....u judge better


But when u think u know reits better, a 27% fall is not risky . intending to buy more....no right or wrong anyway

I talk more of the asset allocation model, which is to minimize risks cos diff asset classes tend to have certain weaknesses in certain time period........

Well if u do not understand Asset Allocation Model, then u tend to mix it with Speculations per se.

There are reasons to opt for one asset class over the other at diff time period for risk minimization hence improving returns ......quite universal practice. That may tie to links to the falls in reits cos one asset class tend to compete with another.......

If u are not aware of , u are speculating too......that reits performs well forever ........that is what u believe or state of denial

This post has been edited by SKY 1809: Dec 12 2013, 01:42 PM
SKY 1809
post Dec 12 2013, 01:44 PM

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QUOTE(yok70 @ Dec 12 2013, 01:41 PM)
Asset Allocation, WB likes to talk a lot on it.  thumbup.gif
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If u do not like it , then chance of getting state of denial ........

Malaysia Education Std is dropping like a stone, but our Gvot thinks reports are not true ....

We are in a state of denial for many things happened in Malaysia ........

This post has been edited by SKY 1809: Dec 12 2013, 01:46 PM
SKY 1809
post Dec 12 2013, 01:55 PM

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QUOTE(yok70 @ Dec 12 2013, 01:52 PM)
I remember WB's reason to heavily invested in IBM is because of the great skill of asset allocation by IBM's management. WB is a strong believer of this skill.  laugh.gif
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Asset allocations are more towards asset class performances at diff time period , not on management skill .....but on how asset class behaves at certain times......

If IBM pratices asset allocation is another story if Ind class does not perform well overall............

IF MAS does asset allocation does not mean is it a good buy yawn.gif

This post has been edited by SKY 1809: Dec 12 2013, 01:59 PM
SKY 1809
post Dec 12 2013, 03:36 PM

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QUOTE(gark @ Dec 12 2013, 03:31 PM)
Lucky you decided not to buy at 3.08 eh..  brows.gif
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Still got many invisible sellers looking for limited buyers ..... hmm.gif



SKY 1809
post Dec 12 2013, 03:47 PM

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QUOTE(Bonescythe @ Dec 12 2013, 03:43 PM)
IBM give hardware to Lenovo. Lenovo bears all the hardware cost, holding, storing and developing and manufacturing.

IBM only bring your Lenovo server or laptop and go and teach client use, and charge them kao kao kao. After that, charge them more on warranty, then charge on service on call, charge on maintenance, apa pun charge. But if your hardware no issue, is putih putih bagi punya duit.
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IBM is well known for Is Big Money business, they do not go for small small businesses hmm.gif
SKY 1809
post Dec 12 2013, 03:52 PM

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QUOTE(gark @ Dec 12 2013, 03:47 PM)
Biggest seller of all REITs is EPF.. dumping like no tomorrow....everyday... laugh.gif
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EPF is a big Bully in the market laugh.gif

They can play play with our money, but we cannot play play with them.....
SKY 1809
post Dec 12 2013, 04:39 PM

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QUOTE(wongmunkeong @ Dec 12 2013, 03:58 PM)
Gark-san, anoneh - some folks here have stated "REITs are for dividends. Price fall get more", nuts of steel.
I bet they are making a killing now by totally disregarding capital loss neh  sweat.gif
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Sounds like an Election Campaign with no actions taken hmm.gif

Better u say how many units u bought and at what prices........

This post has been edited by SKY 1809: Dec 12 2013, 04:41 PM
SKY 1809
post Dec 12 2013, 08:12 PM

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QUOTE(ryan18 @ Dec 12 2013, 07:56 PM)
pavreit go down a lot(3%) until i get a notification from cimb lol.anyway i think i should keep calm n continue REITing haha
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1/2 year FOC rental hmm.gif
SKY 1809
post Dec 13 2013, 01:46 PM

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QUOTE(gark @ Dec 13 2013, 12:21 PM)
Have you seen the 10Y US treasury yields? It has gone up 67%... from 1.67% to now 2.88%. Munis has also gone up significantly if not more.

http://www.bloomberg.com/quote/USGG10YR:IND

Taper WILL happen and I do not think the impact will be huge as FED will taper gradually.. all the fears already priced in IMHO.  wink.gif
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last night news says t b yield is at 3.90 % for 30 yrs, yet not many want to buy the new bills......

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