Investment Talk

[Throttle]

Not all are 1/4m ma.. Not too long ago I saw some in the quantum of 1000s "Nestle" Aussie denominated frn.. Else there always the Singapore gov securities..

 

Yes true, some are in the $1000.

but totally insignificant for SGD esepcially since short term yields are less than 1%.

 

Even if it is 5%, $1000 after one yr get $50... ridiculous to me. Sorry, if i sound rude again

so at least $250k type , otherwise no point.

 

I do hold some bonds and perps so just speaking my mind and my situation.

Edited April 21, 2010 by Throttle

[joekia]

I've to agree. The yields are coming down quite significantly.. Alternatively maybe can try the exchange listed ocbc 5.1%? I remember they run in smaller quantums too..

 

Alternatively, Just buy S&P etf and do dollar cost averaging.

Edited April 21, 2010 by joekia

[Throttle]

I've to agree. The yields are coming down quite significantly.. Alternatively maybe can try the exchange listed ocbc 5.1%? I remember they run in smaller quantums too..

 

There are two issues for this.

one is OCBC , the other is OCBC capital

both are 5.1% dividend non cumu.

 

I'm holding some of this in my portfolio and also have the UOB 5.05% one.

also holding the DBS 6% one. bot when market was down, heh.

[Throttle]

Joekia, we should meet for a drink and cigar sometime

[DeusExMachina]

Took 50% profits a week back. Finally my counter strikes.

 

What next to re-enter, I wonder.

[Throttle]

Took 50% profits a week back. Finally my counter strikes.

 

What next to re-enter, I wonder.

 

well done!

[joekia]

There are two issues for this.

one is OCBC , the other is OCBC capital

both are 5.1% dividend non cumu.

 

I'm holding some of this in my portfolio and also have the UOB 5.05% one.

also holding the DBS 6% one. bot when market was down, heh.

 

DBS 6% going callable soon.. After which it's floating rate.. Not so good lei

[joekia]

Took 50% profits a week back. Finally my counter strikes.

 

What next to re-enter, I wonder.

 

 

 

High Beta High P/E stocks??

 

Pteris... previously known as inter-roller.. Check it out.

[DeusExMachina]

well done!

 

Yeah Thx. It was a surprise for me too.

 

I put it in the sell queue one tic above the last price just before I left for the airport to go on my vacation. Came back from vacation and saw that my holdings were already sold the day after I left, and my account had more money in it. Vacation more than paid over by gains.

[DeusExMachina]

High Beta High P/E stocks??

 

Pteris... previously known as inter-roller.. Check it out.

 

Thx. Will look at it. It's a nice rollercoaster chart.

[joekia]

Joekia, we should meet for a drink and cigar sometime

 

Ya ok.. I know of this really nice Tze Char Stall in deskar.. superb food.. Nice setting.. Not for the health concious people though..

[Throttle]

DBS 6% going callable soon.. After which it's floating rate.. Not so good lei

 

 

yup not so good as 6% of course

anyway call back only in 2011.

i bot cheap and already took more than a HD VROD in dividends til date.

so it's OK

 

3mth + 225bps is indeed a bit low for NC dividend

 

wait and see first. this one is long term investment.

as long as they pay, i'm quite ok

Edited April 22, 2010 by Throttle

[Throttle]

Ya ok.. I know of this really nice Tze Char Stall in deskar.. superb food.. Nice setting.. Not for the health concious people though..

 

mai lah, desker tze char...i am fairly health conscious

[Throttle]

took profit on Keppel $9.84 !

[joekia]

yup not so good as 6% of course

anyway call back only in 2011.

i bot cheap and already took more than a HD VROD in dividends til date.

so it's OK

 

3mth + 225bps is indeed a bit low for NC dividend

 

wait and see first. this one is long term investment.

as long as they pay, i'm quite ok

 

I see... Take tat more risk and go for the SNS bank floating.. AUD denominated. Check it out AU3FN0000618.. Bought some not too long ago at mid 70s..

[joekia]

mai lah, desker tze char...i am fairly health conscious

 

Really damn good. They only use pork lard to cook..

[Throttle]

I see... Take tat more risk and go for the SNS bank floating.. AUD denominated. Check it out AU3FN0000618.. Bought some not too long ago at mid 70s..

 

SNS floater in AUD ?

 

Sounds not bad, whats the coupon like?

 

but i got no AUD at hand now and I dont really want to get into AUD.

[joekia]

The rates pegged to 3 mths Aussie bankbill rates + 42bps. Not too bad as of now..

[Throttle]

The rates pegged to 3 mths Aussie bankbill rates + 42bps. Not too bad as of now..

 

I see, maturing 2016, priced at 77/78 gives a yield of about 6.7%pa

Yes, not too bad. but too bad i got no AUD.........

[joekia]

I thought the yield was slightly higher... Maybe that was YTC...

[joekia]

Swee... Lucky call.. Mainpage coverage on Pteris.... I'm letting my profits roll..

[joekia]

Macquerie infra... Comin up too! I jump onto the bandwagon too..

[Throttle]

Macquerie infra... Comin up too! I jump onto the bandwagon too..

 

haha, thanks for supporting !

 

I'm eyeing Federal Int 2000 target 23cts......

[Throttle]

too bad, i was impatient on Keppel corp.....ha

[Throttle]

today took somemore profits but only $600...bah........