heheh - see, already said dont go overboard with bonds (in terms of % in asset allocation) just coz of fear of MY election, EU kabloey, CH hard/soft/whatever landing.

hm.. this post will most probably come back to haunt me when equities kabloey

Wong Seafood, very soon...very soon...

I'll see your Bond funds and raise U the lot of REITs and REIT funds (looking at the way and amount of $ is being created electronically - these HAVE to end up somewhere right)

Seafood memang seafood

I found a few stocks with good divvy yield and low valuations...thinking to go in or not

and my Hwang Select Opportunity...still waiting for the opportunity to buy in

This post has been edited by Pink Spider: Aug 9 2012, 03:56 PM

seefood must EAT food lar. Like those char siu pohs from Ling Dan & Chong Wei - cannot respect oneself if don't eat

eh - just a word of caution (methinks - which may be obvious to U & i but maybe useful for newbies) ar.
If / when REITs' DY% becomes near FD-ish, better start running the other way from REITs / REIT funds as the market price is "not too smart" liao.

When the gap closes, most folks will go.. duh - why am i taking more risks than FD to get slightly more returns than FD?

And thus, the cycle flows again to MM (remember one stretch of time, MM was getting more returns than Bond Funds?) and other vehicles.. ohm.. ohm..

Usually when you find stocks with low valuation and high DY, you must check the reason for it to be such a bargain. Most of the time the bargain is temporary and will turn for worse later. The stock could have a declining profit, low growth, dilution, potential loss, small cap, ace market or just plain illiquid and no volume.

Stock picking is much much harder than fund picking and you really really need to do your home work.

This post has been edited by gark: Aug 9 2012, 04:32 PM

Yea I know that...been burnt in stocks before (that was when I do trading on purely technicals gambling reading)

DY and PE is only the initial screening...will look deeper into their financials, announcements and industry news

So which stocks is on your radar?

You and me is the opposite. You migrate from stocks to UT and I reverse, migrate from UT to stocks.

This post has been edited by gark: Aug 9 2012, 05:52 PM

Some not so well-known counters, steady high dividends, attractive P/E

Damn it has gone up 6.5% since last week when I discovered it

This post has been edited by Pink Spider: Aug 9 2012, 06:18 PM

Good thought. Especially Malaysia REITs yield going lower from 6% to 5% before tax. Singapore REITs still going strong with 9% to 8% yield with no tax.

Yeah that was true...

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Added on August 10, 2012, 12:02 amDoes it show the momentum in malaysia property is going down or maybe stubborn for now... Many reason i would say... It could be the current prop price is too high... Scared?

This post has been edited by techie.opinion: Aug 10 2012, 12:02 AM

er.. for the MY REITs' average DY% 5 to 6% (b4 tax) as posted by AronTeh, i don't think it is tied to any of the momentum and what not U are thinking about.
Just that market chased up the market price, thus at current market price for MY REITs, the expected DY% is lower/low.

Your thoughts posted, i think, are mainly affected by physical property buyers & builders, not directly related to REITs' market pricing.
Just thinking probabilities ar - not 100% gospel truths.

1.88% SC on CIMBCliks Online Unit Trust is extended to 31st August 2012

Bullish on fixed income products.

http://www.btimes.com.my/Current_News/BTIM.../allys/Article/

This promotion is quite attractive especially for those that plans to top up/invest in equity. Wonder if I should make use of this promotion to invest or insist on waiting till after GE.

Bro, diff between normal and discounted SC, just a minor crash will wipe it all out

Can't wait for GE done... Interesting to see how is the damage done from the results. Then we can talk based on experiences and maturity. Just a thought only.

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Added on August 13, 2012, 10:29 pmKeep the bullets for the bargain war...

This post has been edited by techie.opinion: Aug 13 2012, 10:29 PM

I'm keeping ammo for dividend stocks shopping

Hehe - don't overload on bullets though.
What's the % of KLCI collapsing and collapse to how much?

From some crystal ball gazing by my brokers and their network of analysts:
Current Gov win: KLCI 1700-1744
Current Gov toppled or lose: 1300-1400 (which is no biggie, like a 2011 Sep 26th EU hiccup at low of 1310... woo scary.. )

If the above holds water and i assume "toppled/lose" is 49% or less of votes, i think it's a near impossibility.
Don't get 2/3 or 66.66% majority is probable.
49% or less of votes is... improbable IMHO as the majority of Malaysia ain't as "information connected" as Klang Valley, Penang & Perak.
Most average folks will think what they've been fed via TVs and prints. Heck, they've even made several songs & dances these days <i feel so.. like in China propaganda machination>

Just my POV ar - heheh.
Anyhow, i think i just want "2 packs of wolves to balance each other" and leave the poor sheeples like me alone to focus on life and the "pursuit of happyness"
Mind U, i'm no crystal ball gazer, just sharing what i've read. I'm more of a navel gazer and nose digger

This post has been edited by wongmunkeong: Aug 13 2012, 10:49 PM

Wong Seafood, GE-induced KLCI crash is a wet dream come true (hopefully) for many of us...janganlah ambil baldi air sejuk simbah on our head so soon la