Lookie at Accordia's run!       

I hoped we are both right for the next 10 years,... 

etf or US banking stocks?

Well,... my banking stocks, eg OCBC do not form my top holdings because the stock does not constitute a very large percentage of my stocks portfolio. That's why I did not list it down. I wanted OCBC to 'punt' only,... I'm afraid at the end of the day, a yield of 4.65% does not appeal that much to me.

I'm waiting a bit longer till OCBC is 'high' enough, or another instrument has a good entry price, then I'll sell it off,.... and 'rebalance' the funds over to the more worthy instrument, in turn making more income after that.

My style of capital-recycling into higher-yielding assets.   Investing into REITs has made me behave like a REIT too.

In theory, I don't need to keep ploughing-in fresh funds to generate higher returns. Whatever I have available SHOULD BE ABLE TO ACHIEVE THAT OBJECTIVE for me. But I'm still testing-out this theory. Don't have a very good handle on it yet,... can't prove it mathematically yet,...

Elea,

you have so many penny stocks. Let me read through these stocks first.

no wonder your list of stocks almost comprising of 30 counters.

and my focus is same as you - growth (preferably) plus yield.

and also i m still new in this. not sure is right or not.

I m reading the page you shared out, kindly interesting too.

By constructing a 30-stock portfolio of the shares with the lowest scores and back-testing the results from 1988 to 2004, Greenblatt showed that his Magic Formula approach generated annualised returns of 30.8% compared to the S&P 500’s 12.4% annual gain. The S&P 500 is a broad market index in the U.S. which is akin to the Straits Times Index (SGX: ^STI) here in Singapore.”

Elea

I m looking at Hock Lian Seng..

Has been watching this event at Ascendas Hospitality Trust (AHT) closely about another party willing to buyout ALL the assets of AHT. This event is similar in pattern to Saizen REIT's event which sold away all her assets to a Japanese Hedge Fund.

Received an update this morning that AHT has decided NOT TO SELLOUT to another party. AHT's managers will now work towards creating more value to security-holders and not to sell away the assets anymore.

Why are things like this ??? 'Don't want to work anymore' ? Too rich ??

Articles follows :-

Update Announcement

The REIT Manager and the Trustee-Manager (collectively, the “Managers”) refer to the announcements dated 23 December 2015, 23 January 2016, 23 February 2016 and 23 March 2016 informing stapled securityholders of A-HTRUST (the “Stapled Securityholders”) that the Managers were undertaking a strategic review of options for A-HTRUST following receipt of an unsolicited expression of interest relating to the possible acquisition (the “Transaction”) of all the stapled securities issued by A-HTRUST (the “Stapled Securities”), and that the Managers were in the process of evaluating proposals from various parties in relation to the Transaction (the “Proposals”).

The Managers wish to update Stapled Securityholders that after evaluating the Proposals, the Managers have decided not to proceed with, and have ceased all discussions in relation to, the Transaction.

The Managers will continue to work towards growing and enhancing the portfolio of A-HTRUST to deliver value and sustainable returns to Stapled Securityholders.

By Order of the Board
Mary Judith de Souza
Company Secretary
Ascendas Hospitality Fund Management Pte Ltd
(Company Registration No. 201133966D)
As manager of Ascendas Hospitality Real Estate Investment Trust

By Order of the Board
Mary Judith de Souza
Company Secretary
Ascendas Hospitality Trust Management Pte Ltd
(Company Registration No. 201135524E)
As Trustee-manager of Ascendas Hospitality Business Trust

5 April 2016

Looks to me like AHT will continue to want to dispose of the assets,... I wouldn't be comfortable holding AHT's assets for retirement, guys,... what do you think ?

Err,..Lippo and First REIT have their sponsors in Indonesia, and their assets mostly in Indonesia.

Ascendas HT has assets everywhere, a number in Australia,... I recalled, and an Aussie company expressed the EOI earlier - I recalled reading an article in the Australian Financial Review about this expression when I was there in February. The manager and the sponsor are both located in Singapore.

You forgot Saizen REIT - this REIT has all, I think of her assets in Japan,...and a Japanese hedge fund wanted to buy over,....

Lippo and First REIT wanted to shift out EARLIER, partly because of supporting their Gov't, but they have been quiet since,... whereas AHT and Saizen look to be like they are not too keen to operate the assets in the form of a REIT anymore.

I guessed some REITs (and stocks too) do phase-out after sometime. That's why we need to always keep our eyes and ears on the whole mkt in total,... having a macro view over everything. In this process,... perhaps ready to buy again another asset if need to.

anyone here use Lim & Tan broker?

I m in KL even not convenient than you.

Would rather use SC than other brokerage due to its charges.

U may use FAST to transfer fund among banks.

Doesn't look promising anymore. But that's just my analysis,... my nominee bank may not agree with me, and other HNWIs in private banking may still choose to hold-on.

At any rate, there are better and less risky counters out there compared to this.

Some corporate representatives that I spoke with have started to agree with me. Make you decision, man,...

Slowly collecting keppel corp when there is blood on streets.

Can managed to get odd lots at 5.61. Hmmm

David,

fyi, some of us here are earning RM and keep changing SGD to invest in SGX market. and the exchange was not favourable to us most of time. Hope you understand us.

But you are fortunate to have a job in Sg. Envy you.

Anyone have China Merchant Holdings (pacific) ltd (CMHP)? Seems interesting, china toll road investment, regular dividend. 

Pros :
High Dividend
Stable cash flow
Low debt ratio

Cons :
Yuan denominated earnings
USD Loans
Low organic growth
Growth by acquisition
Slowdown in china commercial traffic

Me too. I think is good move now below 8.50 

are u still in US stocks? mind to share some high dividend stocks. i m eager to jump in.

are you ready to hunt? 

Elea,... at IPO stage, a subscriber can only transact in the SGD. After listing, one can buy using the SGD or the USD.

Do you have an SG Bank Account ?