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REIT V5, Real Estate Investment Trust
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gark
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Nov 25 2013, 01:32 PM
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QUOTE(felixmask @ Nov 25 2013, 01:29 PM) can straight forward.....Im not classical ppl can understand your meaning.... By the way...you know swiming ? learn how to over come fear in water and float in the water is the beginner of swiming. How come your swim teacher ask u plunge head frist...You learning platform diving. Forgive me..im also lousy swimer...planning to go POM POM island for vacation. Lol i learn swimming.. by people pushing me into the water.. its swim or die.. somehow i manage to swim.. This post has been edited by gark: Nov 25 2013, 01:32 PM
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gark
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Nov 25 2013, 01:43 PM
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QUOTE(nightzstar @ Nov 25 2013, 01:35 PM) noted, waiting for price correction I learn this the hard way & my biggest mistake.. been waiting for correction since 2009... now I know better, value is everywhere... depending on how hard you look..never anticipate what might or might not happen. QUOTE "Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." - Peter Lynch This post has been edited by gark: Nov 25 2013, 01:44 PM
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gark
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Nov 25 2013, 01:48 PM
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QUOTE(Pink Spider @ Nov 25 2013, 01:46 PM) People shy away from stocks pre-GE, I STARTED during pre-GE  Yeah those stock i bought pre GE has given me one of the best returns ever... some more than 100% gains. Thus the lesson, never anticipate correction, market moves on it's own and waits for no man...
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gark
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Nov 25 2013, 05:09 PM
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QUOTE(yok70 @ Nov 25 2013, 05:06 PM) and now you still holding 70% cash waiting for durian to drop. or you not selling much stocks, just your income from daily job increase too much cash.  Yeah.. I have investing my cash.. now down to 70% from previous 85%... but still waiting for more bunnies to come.. I aim to save so the cash horde grows every month as well..  » Click to show Spoiler - click again to hide... « Must learn to spend more... rather than save... This post has been edited by gark: Nov 25 2013, 05:25 PM
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gark
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Nov 25 2013, 05:46 PM
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QUOTE(felixmask @ Nov 25 2013, 05:41 PM) ask pinky how to mabuk or jolly..... Dont tell me indonesia dont hv AH Moi...else take Kuai Mui/White Ghost(meanz western ladies) Cari amoi & mabuk not my hobby.. my hobby is seeing dividends roll in... that is the greatest feeling This post has been edited by gark: Nov 25 2013, 05:47 PM
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gark
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Nov 25 2013, 05:50 PM
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QUOTE(river.sand @ Nov 25 2013, 05:47 PM) I have been looking for good value stocks... Now my portfolio got 12 stocks. Originally wanted to limit it to 10 for easy management » Click to show Spoiler - click again to hide... « We help you spend Ya value stocks are always hidden & neglected... but you need patience for it to realize it's value.. » Click to show Spoiler - click again to hide... « LOL why you quoted me in your signature?
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gark
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Nov 25 2013, 05:50 PM
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QUOTE(Pink Spider @ Nov 25 2013, 05:49 PM) I originally wanna limit to 8...now 10...going to be 12 soon, waiting for DEEGEE and Dai-Boh-Ji  I got stocks in 3 different countries...
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gark
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Nov 25 2013, 05:53 PM
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QUOTE(Pink Spider @ Nov 25 2013, 05:52 PM) I quote u, u quote me, he quote u Unker! I wait DeeGee and Dai-Boh-Ji til neck very long liao, any other rekomendasi?!  wait long long more lah...  If divvy play maybe you want to look at padini, presbhd...
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gark
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Nov 25 2013, 05:56 PM
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QUOTE(Pink Spider @ Nov 25 2013, 05:54 PM) Padinee...on the ground observation, it's losing out to G2000 on the premium side, house brands on the budget side...losing the battle on both fronts  Actually H&M + Uniqlo is it's biggest competitor..  But surprisingly hor, in latest Q show higher profit and higher margin.. can believe ah?
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gark
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Nov 25 2013, 06:00 PM
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QUOTE(Pink Spider @ Nov 25 2013, 05:57 PM) Really? I din see its results for past 2 quarters liao since i lost interest on it...tonight to update update first  I also thiught this stock on slow slide.. since a few Q ago.. but today's results is a surprise..
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gark
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Nov 25 2013, 06:04 PM
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QUOTE(Pink Spider @ Nov 25 2013, 06:02 PM) Aiks, decent yield Hope not too late to jump on tomorrow morning IF I renew interest  Tonight go do your research see if 1 off gain or possible continuous gain, divvy every Q lor...
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gark
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Nov 29 2013, 12:34 PM
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Added CMMT @ 1.45 .. 6.2% gross FY13DY..  MY FD account.. This post has been edited by gark: Nov 29 2013, 12:37 PM
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gark
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Nov 29 2013, 12:53 PM
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QUOTE(felixmask @ Nov 29 2013, 12:47 PM) Still got plenty...
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gark
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Nov 29 2013, 01:20 PM
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QUOTE(Pink Spider @ Nov 29 2013, 01:06 PM) REIT...at this time??? 6.2%...ada cukup?  Ok lah.. i view reit 5.5-6.5 is fair figure...around 150-200 bps to MGS yield Anyway I am practicing putting stock trading profits into long term income generating instruments.. No capital is used to buy REITs This post has been edited by gark: Nov 29 2013, 01:21 PM
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gark
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Nov 29 2013, 01:21 PM
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QUOTE(Pink Spider @ Nov 29 2013, 01:20 PM) Sungguh lansi  Like this also lansi ah?
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gark
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Nov 29 2013, 01:23 PM
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QUOTE(Pink Spider @ Nov 29 2013, 01:22 PM) Saya jealous ma  You also got capital gains what from your stock.. Got see my dividend recom to you or not? Can buy or not according to your analysis?
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gark
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Nov 29 2013, 01:25 PM
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QUOTE(Pink Spider @ Nov 29 2013, 01:22 PM) u confident MGS yield won't go up further?  10 year history.. lowest 3% highest 5.5% (during US financial crisis).. median 4.5%-5.0% is fair amount.. Thats how i see it, if got changes, REIT can sell off easily mah.. everything is never static one... This post has been edited by gark: Nov 29 2013, 01:26 PM
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gark
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Nov 29 2013, 01:53 PM
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QUOTE(foofoosasa @ Nov 29 2013, 01:50 PM)  banyak trading profit o  mana ada... You can always buy 1 lot de ma... how much only?
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gark
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Nov 29 2013, 02:12 PM
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QUOTE(panasonic88 @ Nov 29 2013, 02:02 PM) Nak ikut method ini pun  Wanna kaypoh, why choose CMMT over Sunreit? I learn from AK71 punya blog... Anyway I read both CMMT and Sunreit... Sunriet yield is slightly higher, but you look at rental is not very stable. The hotels actually have poorer rental income last Q due to less room occupancy (~65%-70% only). Similar to it's other property especially office buildings the tenancy is also reducing. The only positive rental increase is the Sunway pyramid mall. The partial closure of Putra mall also affects current income. CMMT have a strong properties and is mostly fully rented out (~99%), also last Q they have good overall rental increase +6.5%. Also since they have decided not to proceed with Tropicana mall, they are looking at acquiring Queensbay Mall from it's parent Capital Malls Asia. The addition of Queensbay will increase rental income. Overall i prefer stronger property rather than slightly higher yields... as good properties the tenant wont all run away when recession comes... This post has been edited by gark: Nov 29 2013, 02:16 PM
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gark
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Nov 29 2013, 02:26 PM
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QUOTE(panasonic88 @ Nov 29 2013, 02:18 PM) Thanks for sharing the homework. Few days ago's news, Sunway Putra Mall will be reopen on Q2 2015. That's another long wait for shareholder. == Any worries on Sg Wang occupancy? I heard many shops chaplap liao and no tenancy. Ya the putra mall will be close for 2 years.. maybe near open can consider buy into sunreit again... CMMT only own the first few floors on Sg wang + basement.. those on the upper floors is owned by individuals..  CMMT occupancy rate at 30th Septemebr 2013 is 98% for Sg. Wang. Best go and see for yourself... This post has been edited by gark: Nov 29 2013, 02:28 PM
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