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coolcoolbird
03-09-2011, 10:02 PM
A bit dangerous for CSC, eps & share price keep on dropping.
The rest are still healthy...http://coolcoolbird.blogspot.com/2011/09/my-investment-status-on-3-sep-2011.html

compounding
06-09-2011, 12:46 AM
skipped the price slide from rm1.65 -> rm1.40.

just bought some units at rm1.39 today :D

i think its still a solid company and planning to average down on it ;)

Naka
06-09-2011, 09:25 AM
Money is king these days. :rolleyes:

patrick
06-09-2011, 01:25 PM
I tend to go for quality Reits with good defensive yield. What say you folks? Good time to pick up more as they drop...ie IF they drop. I do notice the good Reits dont drop much.

CS Chua
06-09-2011, 01:36 PM
I tend to go for quality Reits with good defensive yield. What say you folks? Good time to pick up more as they drop...ie IF they drop. I do notice the good Reits dont drop much.
I had been thinking about that but the 6 or 7% seems low when there are better pickings now. Cheap blue chips are one of them. Yesterday, PB launched another equity fund called PB Asia Emerging Growth Fund (PBAEGF) and it seems to come at the right moment because they can start picking up cheap stocks soon. With an average 12% gain for the previous funds, this seems good for those with spare cash.

mykern
06-09-2011, 01:36 PM
I tend to go for quality Reits with good defensive yield. What say you folks? Good time to pick up more as they drop...ie IF they drop. I do notice the good Reits dont drop much.

REITs pay their income quarterly .... but their unit price follows the market trend.
So, if you are like Patrick, who can't afford to lose money, who would like regular but average income, then REITs are a good choice.
But, REITs have a downside also .... if their source of rental income is not received, so will you not receive their quarterly dividend.
I understand REIT law says that they can't retain any retail income, they need to distribute all of them every quarter, after paying any operational costs and tax (if any).

Khap!~
p.s. I don't have any REITs in my portfolio ... that's why last year 3 of my counters were delisted!~ :o :o ;)
Summore this year, when the economy crashes before 20.12.2012, which is the real crash!~ (My opinion only)

mykern
06-09-2011, 01:39 PM
I had been thinking about that but the 6 or 7% seems low when there are better pickings now. Cheap blue chips are one of them. Yesterday, PB launched another equity fund called PB Asia Emerging Growth Fund (PBAEGF) and it seems to come at the right moment because they can start picking up cheap stocks soon. With an average 12% gain for the previous funds, this seems good for those with spare cash.

You are mistaken .... other fund's performance is no gauge to this new fund's performance .... each funds dividends are entirely sourced from the fund's investment portfolio ..... just look at the Islamic funds ... most of them declare >< 0.5% to 2.5% dividend bcos the funds are not making marny ... bcos they can't invest in non-halal investments ..... get it??

Rhiga
06-09-2011, 02:34 PM
I had been thinking about that but the 6 or 7% seems low when there are better pickings now. Cheap blue chips are one of them. Yesterday, PB launched another equity fund called PB Asia Emerging Growth Fund (PBAEGF) and it seems to come at the right moment because they can start picking up cheap stocks soon. With an average 12% gain for the previous funds, this seems good for those with spare cash.

I bought a European Reit from a blue green foreign bank in Taipan about 8 years ago…

I did not do my homework carefully, just took the words from the PB banker which I knew her for sometimes.

Well, as per today status.. every dollar I invested is worth 35 cents now… :eek:

I also bought unit trust from Public bank before when the fund was called KL Mutual..Not bad but nothing much to shout… net annnualise return is 2-3 % better than EPF.

PS. Don’t ever take the average return as a guide.. Drill down to details on how the % is derived..

jutamind
06-09-2011, 02:45 PM
I tend to go for quality Reits with good defensive yield. What say you folks? Good time to pick up more as they drop...ie IF they drop. I do notice the good Reits dont drop much.

how to define good quality REITs?

kuma
06-09-2011, 03:31 PM
I tend to go for quality Reits with good defensive yield. What say you folks? Good time to pick up more as they drop...ie IF they drop. I do notice the good Reits dont drop much.

'Good time to pick up more as they drop...ie IF they drop'

Hard to say these days, markets influenced by other 'weird' forces :rolleyes: .....but many feel they sure to drop,drop,drop :eek:

Here's what a friend shared [emailed] with me a few days back....now he's talking about 'global' markets...not necessarily ours ;)

<iframe width="560" height="345" src="http://www.youtube.com/embed/WADnriWzJes?rel=0" frameborder="0" allowfullscreen></iframe>

"Global Markets: we are now at 0:45...we should see October at 0:55...the rest will play out over the rest of the year....1:28 might come as early Q1 2012, however 1:40 onwards depicts how the rest of 2012 and beyond might look like for a while" :eek:

CS Chua
06-09-2011, 04:11 PM
In the Edge, it stated that, "According to The Edge-Lipper Fund Table dated March 14, 2011, the Public Aggressive Growth Fund and Public Regular Savings Fund generated one-year returns of 22.49% and 21.04% respectively for the period ended March 4, 2011." According to another report, the top 5 funds are all managed by Public Bank.

compounding
06-09-2011, 07:29 PM
I tend to go for quality Reits with good defensive yield. What say you folks? Good time to pick up more as they drop...ie IF they drop. I do notice the good Reits dont drop much.

i would do like u, pick up those "quality" Reits as they drop, IF they drop :)

jimmyay
06-09-2011, 08:52 PM
I know reit gives a 6-7% return, but i understand they will keep the capital appreciation at a low side(by issuing more unlimited REIT). Therefore it is not the same as owning a property.

tohca
06-09-2011, 10:39 PM
I know reit gives a 6-7% return, but i understand they will keep the capital appreciation at a low side(by issuing more unlimited REIT). Therefore it is not the same as owning a property.
I don't think this is true. They can issue new units by raising funds, usually for the purpose of acquiring more properties. There is also no good reason to suppress their property price which are regularly updated and valued.

Rhiga
07-09-2011, 10:49 AM
i would do like u, pick up those "quality" Reits as they drop, IF they drop :)

A sizeable portion of the gain will go to the agent commission, the agency incentive trip, the company overhead/staff costs, and to the recent extravagant gala dinner as shown in the YouTube.. :eek:

When you can buy fish directly from fisherman, why buy from fishmonger ?

If you have discipline, patience and time, buy directly from fisherman…