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 SGX Counters, Discussion on Counters in the SGX

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prophetjul
post Mar 12 2020, 02:12 PM

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QUOTE(mIssfROGY @ Mar 12 2020, 02:06 PM)
wow waiting for it  drool.gif
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Unlikely though. Unless TSHTF
prophetjul
post Mar 12 2020, 02:12 PM

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QUOTE(Ramjade @ Mar 12 2020, 02:12 PM)
I told you ages ago. Don't chase. Don't simply buy. Wait for price to come to you. Hold cash. I dont know how many times I repeated myself.
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Till old and grey laugh.gif
prophetjul
post Mar 12 2020, 02:19 PM

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QUOTE(Ramjade @ Mar 12 2020, 02:16 PM)
Cause I noticed he keep buying and chasing.
I can't bring myself to buy if price is not right.
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That's true. You can only buy higher prices if the results show growth.
prophetjul
post Mar 12 2020, 02:20 PM

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QUOTE(markedestiny @ Mar 12 2020, 02:18 PM)
No choice, sit through it if you can afford to do so or do a strategic calculated cut-loss.  In the long term, this too shall pass like any recessions.

Look out for relieve rallies, if any if you want to rebalance or protect your capital...if it happens la
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That's what I did last 2 weeks. To a certain extent. CASH out! And sleep better! laugh.gif
prophetjul
post Mar 12 2020, 02:23 PM

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QUOTE(markedestiny @ Mar 12 2020, 02:22 PM)
Yes indeed, cash is king now...

Staying in cash position is better than hedging.
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If Deflation comes, its more than king!
prophetjul
post Mar 12 2020, 02:31 PM

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QUOTE(markedestiny @ Mar 12 2020, 02:29 PM)
smile.gif

Also one should not buy too soon into the bear market at sales price, only to find out later need of cash for emergencies  and then have to let go of stocks at moving out price... i too need to remind myself this repeatedly
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No. My portion of cash here is primarily for equities investment.

There are other types pf assets.
prophetjul
post Mar 13 2020, 09:38 AM

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QUOTE(moosset @ Mar 13 2020, 09:32 AM)
can pick up DBS or not?
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DYODD lah
prophetjul
post Mar 13 2020, 10:10 AM

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QUOTE(elea88 @ Mar 13 2020, 10:08 AM)
aiyo Ramjade dear.. u no sell. u no  heart pain meh?

i offload half.. see the other half also stressed!!!
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If you are buying for yield, why stressed? Unless you are a trader?
prophetjul
post Mar 13 2020, 10:16 AM

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No one wants Gent SG?


prophetjul
post Jun 3 2020, 09:30 AM

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QUOTE(TOS @ Jun 3 2020, 09:25 AM)
Given the flux of market liquidity, would expect some small spikes on that day, but should die down quickly some time later. Just my 2 cents.

On another news, I am very worried about my holdings in blue chips REITs and shares. They (except SATS) are all in green, and REITs kind of give me double digit returns within 2 months.

Even the "overvalued" KDC REIT is now giving me 6% in 2 months.

Now I am wondering if they are overvalued...
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We are all wondering this, I think.

What economic impact has the shutdowns caused to each REIT sector? And the future impact?

Some tenants may never recover and come back to resume business. We have seen that in the O&G crsis of 2014.


Time will tell.
prophetjul
post Jun 4 2020, 08:30 AM

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QUOTE(AVFAN @ Jun 3 2020, 05:57 PM)
Thanks for sharing.
Your have a big n high value portfolio to manage!
Can diversify, manage risks with more possibilities.
Most others have much less, unable to do much in terms of diff options and min meaningful holdings.

Like me, i try to get more sleep and not to have 100 counters. biggrin.gif
So, it is just a few.
Lucky me, got into SIA, DBS for the first time and profited.
SGreits looks toppish and capped at this time, will watch further b4 i go back in.
Actually, most look overbought, overpriced now.... what do u think?
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Overbought yes. Overpriced? Who knows? What the pandemic has done to businesses? Some may never come back. Some will come back and not be the same. Only time will tell.
prophetjul
post Jun 4 2020, 10:31 AM

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QUOTE(AVFAN @ Jun 4 2020, 10:25 AM)
which are the ones that u think may never come back?

i seem to see most if not all of them returning to 90% of previous highs very quickly but have stopped now.

the speed of recovery... due to the long tenant leases they hold?
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Some oil and gas companies, retail, may not survive.

Right now I would prefer industrials or logistics. the share price may not be reflective of the onward business.

This post has been edited by prophetjul: Jun 4 2020, 10:32 AM
prophetjul
post Jun 11 2020, 11:54 AM

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QUOTE(Ramjade @ Jun 11 2020, 11:45 AM)
I tell you there are better stocks than sg banks and reits.
Replace your mall reits with wpc carry from US. Triple nett lease holder. Collected 97% of rent in march.

Buy when time is right and you get same yield is cmt, fct, MCT. I am going to do that with my MCT. Bonus is it comes with 2%p.a annual dividend growth rate for don't know how many donkey years.

Replace banks with CKI/allianz/legal and general

I am slowly selling my sg stuff for overseas stocks.

Time to move my money away from sg. Those still good I keep.
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wpc as in WP Carey? 5% yield before tax?
prophetjul
post Jun 12 2020, 09:35 AM

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deleted

This post has been edited by prophetjul: Jun 12 2020, 09:40 AM
prophetjul
post Jun 12 2020, 09:45 AM

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QUOTE(TOS @ Jun 12 2020, 09:41 AM)

Thanks for the info. Is this a new rule or it has been implemented before April 2020?

Ramjade Need to check this.
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No. i think i am mistaken. But when i typed for info on WHT on dividends, this thing came out.
But on further search, it does not seem to be the case.
There seems to be NO WHT on dividends, only on interest on royalties.
prophetjul
post Jun 12 2020, 03:00 PM

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QUOTE(Hansel @ Jun 12 2020, 02:32 PM)
Hi bro,... yes, most of my REIT hldgs are in SG,.. I have some in Aus and in Canada too. Your concept is right abt land scarcity.

This is a good time for a fresh entrant like you, bro,... congrats,... but choose your REITs carefully, do you have a brokerage acct to buy SG REITs ?
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Bro

Welcome to the golfing trust world! laugh.gif
prophetjul
post Jun 15 2020, 02:07 PM

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QUOTE(AVFAN @ Jun 15 2020, 01:43 PM)
careful... dow futures - 777.

smell of blood everywhere.
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-950 now sweat.gif
prophetjul
post Jun 15 2020, 02:16 PM

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QUOTE(AVFAN @ Jun 15 2020, 02:13 PM)
if it can drop 1800 last thu, it can happen again. sweat.gif
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Did it go down to 1800? ohmy.gif
prophetjul
post Jun 15 2020, 02:39 PM

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QUOTE(Hansel @ Jun 15 2020, 02:38 PM)
S&P, bro,.. Dow cannot drop to 1800,...

As of now, S&P has dropped below the psychological  of 2K.
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Think bro AVFAN means the DJ dropped 1800 intraday.
prophetjul
post Jun 16 2020, 02:47 PM

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QUOTE(Hansel @ Jun 16 2020, 02:43 PM)
biggrin.gif  thumbup.gif

Sasseur tumbled at noon today,... see Sasseur..bro,... I'm trying to 'catch and arrest' the reasons for this now.
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1cent tumble? laugh.gif

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