Investment Talk

[Throttle]

Throttle - i shall appoint u as caretaker and guru of this thread with your knowledge !

 

Thank you but sorry, i have to decline as there are many more above me

[nyquist2000]

any news and update yet? Gone quiet for 1 week liao....

[Throttle]

huh what sort of news and update you looking for?

[GuiNNeSS]

HSBCWP.SG anyone? profit more than 40% from it already.. guess a good buy today

[redders]

HSBCWP.SG anyone? profit more than 40% from it already.. guess a good buy today

 

 

is that from the saxo trader u are talking about?

[rstopel]

ha, investment talk. Nowadays everyone is an expert as it is not difficult to make some extra cash on paper. My personal stratagy is keep 30% in cash, 10% in warrants, but will only invest to 'catch a wave' so I never hold warrant for more than 2 weeks. The rest 60% invest in stocks with solid dividend payout. Currently holding FirstREIT (8%+ yield, 10% below NAV) and Willas Array (electronic distributer, 8%+ yield, 20% below NAV).

In gereral, be careful as the risks are out there (china collapse, US subprime) Things can turn around very, very fast. warrant prices can cut your savings to a fraction.

[mi5trooper]

good advice.

 

i like that "solid dividend payout" thingy.

 

if you don't mind may i ask for more explain on the meaning of the 2 company u buy,

 

FirstREIT (8%+ yield, 10% below NAV) and Willas Array (electronic distributer, 8%+ yield, 20% below NAV).

 

what is yield and NAV? how much dividend is usually pay out in a yr?

 

niebie like me will always ask silly question. thanks.

 

james

 

 

 

ha, investment talk. Nowadays everyone is an expert as it is not difficult to make some extra cash on paper. My personal stratagy is keep 30% in cash, 10% in warrants, but will only invest to 'catch a wave' so I never hold warrant for more than 2 weeks. The rest 60% invest in stocks with solid dividend payout. Currently holding FirstREIT (8%+ yield, 10% below NAV) and Willas Array (electronic distributer, 8%+ yield, 20% below NAV).

In gereral, be careful as the risks are out there (china collapse, US subprime) Things can turn around very, very fast. warrant prices can cut your savings to a fraction.

[rstopel]

good advice.

 

i like that "solid dividend payout" thingy.

 

if you don't mind may i ask for more explain on the meaning of the 2 company u buy,

 

FirstREIT (8%+ yield, 10% below NAV) and Willas Array (electronic distributer, 8%+ yield, 20% below NAV).

 

what is yield and NAV? how much dividend is usually pay out in a yr?

 

niebie like me will always ask silly question. thanks.

 

james

 

 

NAV = Nett Asset Value. That means the value of all their assets (property + cash ) divided by the number of outstanding shares. I am not an expert and NAV might be the same as NTA (nett tangible assets).

 

Yield = the payout of profits. If the share is $1 and pays out 8 ct every year, the yield is 8%. FD (fixed deposit) is around 2% i think.

 

For FirstREIT, they pay their dividents every quarter, arounf 1.5 ct to 2ct for every share (share is around 77 cts currently). Results for past quarter should be coming out soon + payout announcement. To some people is is not much but I like a stable income without much downside risk and it beats FD by far). Willas Array dividend payout is once a year. Anyway, do your research, there are (still) quite a number of good dividend paying stocks. I have reduced my risk profile over the past 6 months as I think there is more downside than upside.

[mi5trooper]

thank bro. newbie, i am still exploring.

[GuiNNeSS]

better to go into paper trading before involving with real cash.. i have a program for trading in stock going for $50 suitable for new player who wanna a taste without getting the finger burnt. do sms/call me at 97964304

[Throttle]

While it's good to do some paper trading first, one will never know until real money is involved.

[GuiNNeSS]

paper trading is the saftest, but still with esperience, its still nto enough, need to do fundmantal research and technical analysis to reduce risk

[Throttle]

Let's see how the SG market does tomorrow, I'm still looking to cherry pick and keep long term. anyone got any favourites?

[GuiNNeSS]

Uni Asia? hahaa

[Throttle]

Let me offer you a clear view.

The beginning of the end is near.

Subprime losses of major financial institutions around the world amount to trillions of dollars. Major cost cutting and squeezing to bring situations back to "normal". If you work in one of these firms, you would already have begun to feel the move. Losses extend to local banks which are overladen with property credit. Stocks will tumble as people scramble for liquidity more than anything. high oil price adds the the overall tightness and loss of value of the USD will screw major asset holders of which USD is still the main reference.

2007 has been the most volatile year of this decade is that sure signals a lot.

 

Yes, the Singapore private property boom is clearly attributable to foreign demand and when belts are tightened, we will see the first level cuts. Then it may or may not be a house of cards falling apart, but certainly some kings queens and jacks will.

 

Casino? F1? these are drivers for our economy no doubt but they are not the backbone. We are unlike Macau or Vegas and we should not pretend to be. Singapore is first and foremeost a financial / service hub and we are /will be affected by global tremors especially of this magnitude.

 

Inflation in Singapore is also on the rise, as a self pro-claimed middle income earner, i dare say it is in the true region of 10% at least. this translated simply means that i am spending 10% more now, compared to before, without a change in lifestyle. Of course, all the **** wont just happen overnite but mark my words if this is how the situation is unwinding, the **** is just right there. (excuse my crudeness)

 

Anyway, i hope all will end happy this year, that is as long as i get my 25% pay raise and a 2yr bonus......(hope is the word here as the bosses are all pressing the cost-cutting bell as pointed out in my first para, remember?)

 

Dont say i didnt warn you, now fellas.

 

Whatever it is, i will be looking to liquidate the more volatile holdings of my portfolio of stocks over the next few weeks and I have no intention of using the proceeds to buy a Porsche, that I can promise you.

[rstopel]

Let me offer you a clear view.

The beginning of the end is near.

Subprime losses of major financial institutions around the world amount to trillions of dollars. Major cost cutting and squeezing to bring situations back to "normal". If you work in one of these firms, you would already have begun to feel the move. Losses extend to local banks which are overladen with property credit. Stocks will tumble as people scramble for liquidity more than anything. high oil price adds the the overall tightness and loss of value of the USD will screw major asset holders of which USD is still the main reference.

2007 has been the most volatile year of this decade is that sure signals a lot.

 

Yes, the Singapore private property boom is clearly attributable to foreign demand and when belts are tightened, we will see the first level cuts. Then it may or may not be a house of cards falling apart, but certainly some kings queens and jacks will.

 

Casino? F1? these are drivers for our economy no doubt but they are not the backbone. We are unlike Macau or Vegas and we should not pretend to be. Singapore is first and foremeost a financial / service hub and we are /will be affected by global tremors especially of this magnitude.

 

Inflation in Singapore is also on the rise, as a self pro-claimed middle income earner, i dare say it is in the true region of 10% at least. this translated simply means that i am spending 10% more now, compared to before, without a change in lifestyle. Of course, all the **** wont just happen overnite but mark my words if this is how the situation is unwinding, the **** is just right there. (excuse my crudeness)

 

Anyway, i hope all will end happy this year, that is as long as i get my 25% pay raise and a 2yr bonus......(hope is the word here as the bosses are all pressing the cost-cutting bell as pointed out in my first para, remember?)

 

Dont say i didnt warn you, now fellas.

 

Whatever it is, i will be looking to liquidate the more volatile holdings of my portfolio of stocks over the next few weeks and I have no intention of using the proceeds to buy a Porsche, that I can promise you.

 

That's a drastic view throttle. I don't think it will be that bad. Trillions of dollars in losses? Come on? at the moment it is not clear yet while homeloan defaults still continue in the US but the FED has started cutting rates and is prepared to coninue until housing loans can be paid again and house prices stabilize in a quarter or 2. Problem is the oil that is paid in dollars so the inflation in the US will be pretty strong but that's OK so the wages can rise which helps again to support the real estate market.

 

Things in Asia are still fundamentaly very strong. Singapore shines due to boom in tourism (asian), construction (jurong island, casino's, housing), education, healthcare and the financial services are still expanding.

manufacturing is a bit shaky but due to asian growth the impact of low US demand will be softer.

 

Not saying STI will hit 4000 soon but things aren't as bad as they seem. Just be careful with the margin trades/warrants. I had my DBS warrants seen dive in the last week but luckily I sold half after Q3 results so still got profit.

Buy good divident yield plays, SPH, singtel, Reits, etc until things look better.

 

I am looking at how my mum in law is bringing herself to ruin. She bought a leasehold condo 1 month ago for her dumbass son and she want to pay in cash with the money based on her shareholdings which she only want to sell once she needs to pay the balance in 2 month time. the shareholdings have dropped from 650K to 550K (mainly SGX shares). But she is upbeat that it will go up again soon. We will see but this is russian roulette at it's best

[Throttle]

Yes , i do agree that it is quite a drastic view but also realistic somewhat.

Losses of trillions of dollars is inclusive of the lost of asset value that it has brought and will continue to bring along for now.

 

The Fed will cut rates, i personally believe down to even 2% next year. But that alone is not the solution. Cutting rates when there are still inflationary pressures is also scary. it could be the prelude to a sharp prolong recession.

 

Thankfully or otherwise, I have stopped doing margin FX trades and i never did margin stock trades. Only have a couple of hundred grand worth of blue chip stocks but when the wave comes, the bluest of blue will turn purple and green and i know that well enough.

 

Asia is doing fine overall, then no man is an island and no region will be spared if the biggest consumer in the world takes a nosedive.

 

Nobody knew it would be that bad in '96.

and Nobody knew it would be that good from '03.

what we all know is that when **** hits the fan, you are not going to lend me your umbrella and i'm not going to lend you mine.

 

yes, Russian roulette is what we are all playing now except some guns contain many more bullets than others. For me, i would remove all bullets at this stage.

 

hope we all get our well deserved fair raise and bonus, anyhow.

 

LAter Dude

[Throttle]

The reality of things which i have talked about is beginning to bite...Markets continue to tumble.......even MM Lee is coming out to say nice things ...

[mi5trooper]

when a pm come out and say good thing. there is only 2 possiblity. 1st is the pm want people to know it is going to be good. 2nd is pm want people to think that it is going to be good (so as no panic can be created).

[Throttle]

1 week ago I posted my views on a market tumble in the very near term.

And tumble the market did. hope those in here didnt lose much.

[Kan]

http://www.singaporebikes.com/forums/showthread.php?t=166716

[macroni]

try playing nikkei if u dare...both puts n calls..rewards hansomely if pick up at right timing...gd luck

[Throttle]

Vanilla options on index?

Yeah quite interesting.

Sure, anything rewards handsomely if picked at right timing.

Plse dont "kay chua" (extra shoot) lah...

[Throttle]

That's a drastic view throttle. I don't think it will be that bad. Trillions of dollars in losses? Come on?

 

Dude, last reported estimate is a $2tril loss.

 

Check out how the market is tumbling......

 

I'm going in, bit by bit.

[macroni]

wah...somebody's personal thread here... okie shall not disturb...