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I hope you don't mind, nothing to loss, loss face or what in this forum, but if ones don't know whether it is a good move. The best action is no action.

This is div play counter. No much action i think.

How about Peter Lim's counter FJ Ben. I don't make buy call, but please keep in your watch list. This one coming report is going to be super.

And it div. is ave 5% abv, not bad, and even more in good year and capital gain chances is much better than M1 and Singtel. disclaimer apply thanks( disclaimer very small as usual like you found in all report.hehehe)

I think coming div may well exceed 0.2c. for the previous yr, i am expecting at least 6% abv at current stock px of 36.5c. And at current crises, the px is subdue, but i expect it to go up as report near(capital appreciation).

What do you think? Anyone commet are welcome. Thanks for reading

alexchia01 ( Date: 19-Jul-2011 16:17) Posted:

Just brought M1 just now.

Don't know if this is a good move.

Telecommunication is by far the least affected sector in this sell down, let hopes it's the 1st to run.

If you want to follow me, Buy when price is above $2.62.

Set a Stop-Loss at $2.59.

I've no T.P. for the sky is the limit.

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I think the debt ceiling deal will most likely be done on compromise basis at the eleven hour. So till then, mkt may be volatile.

If one do not have stomach for volatility, it is best to stay on the side line and wait for thing to play out.

So i think this week mkt will get worse. Be prepare, protect your profit, don't let it turn to loses.

I think if one want to buy, then buy at the eleven hour also, that is close to Aug 2, mkt will be whack down, buy slowly then.

Most likely to get cheap. I am betting on the last min done deal. pls do your sum, this is my opionion.

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Correction...shd be tg px of 2060 and not 2600.

andreytan ( Date: 16-Jul-2011 22:22) Posted:

I think we hold our gun first, gold will correct once more time to 1350. I think we wait and see first, dont jump in now,

There was an expert i read ( Alfred) who is a EW expert on gold, he is betting gold to correct to 1350, before it hit a tg px of 2600.

And i see that his EW is on the spot. Let wait out awhile first. I think this debt ceiling crises may be the downfall for gold. Dollar will soar sky high, if debt ceiling is not rise.

Let see, patient is the key, dont be afraid of miss opportunity, there are always opportunity. Let wait awhile and see.

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When you all attend the AGM, ask him to proof himself first, before asking for benefit, " customary" does not means compulsory. It is a waste of money, hiring him already compensate him with a big pay check. That is why he agree to work.

Read like he can bring Singtel to great height. Call him to proof himself first.

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I think we hold our gun first, gold will correct once more time to 1350. I think we wait and see first, dont jump in now,

There was an expert i read ( Alfred) who is a EW expert on gold, he is betting gold to correct to 1350, before it hit a tg px of 2600.

And i see that his EW is on the spot. Let wait out awhile first. I think this debt ceiling crises may be the downfall for gold. Dollar will soar sky high, if debt ceiling is not rise.

Let see, patient is the key, dont be afraid of miss opportunity, there are always opportunity. Let wait awhile and see.

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I know this, i know after you read this, 90% out there will not be happy with me. Because , basically, people buy fundamental and hold.

So they only like to hear gd thing and not bad, This is not wise, we must be realistic, afterall, we are living in the actual moment now, not dreaming.

But be comforted that we can make this adversity to our advantage, by buying when mkt is at the new low.

I am just a messenger, and read and post what i have read. So you can only blame my stupidity, not the actual " me"

If you only want to hear good thing, then be prepare to suffer when bad thing come, simple as that.

andreytan ( Date: 16-Jul-2011 20:47) Posted:

Republican blame Obama for big spending, and fail to bring down unemployment. So they will ask American what logic do further spending will do and can do to save the economy, when in the first place it did not.

And republican want debt ceiling cap. If this is cap, America cannot spend big to rifle the current weak and fragile economy.

And those rating agency already warn them, even if debt ceiling is passed with cap( if Obama compromise), they will still downgrade US.

They not only downgrade US, the top 20 financial inst, include Citigrp, BOA, Morgan Stanley and the like will be downgrade as well....u go read them.

These top 20 hold some few hundred trillion worth of derivative, enough to send the whole world to hell 10 times over, not to scare you.

that means your sti will be what???you say...i thk a new super low. idont know how low, but definitely lower than the 2009.

If Singapore 0.5% growth, which country can achieve better growth. Now ECRI forcast global growth to slow for the next few quater.Even if US is OK, europe will not survive, becoas no growth equal no

money to pay, equal default.

Right now they are already in trouble, if world growth slow, they can only get worse.

And we got China, even after monetery tightening the inflation rate is still high. If tighten further they are going to cause a spike in unemployment.

with high unemployment and high inflation, social unrest will escalate. Another ME in the making.

so instead of pretending everthing is going to turn out right in the immediate future is reckless.(maybe 10 yrs from now it will be ok, not now)

protect your capital with stop loss, that is all we can do,

make sure we protect ourselves, mho.

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I forgotten to call to suggest we buy silver,, it is going to be more profitable than gold.

Previously it was whack down, but going forward, it is going to be very profitable, buy some before it soar.

Silver will outrun and outclass Gold, many times over.

andreytan ( Date: 16-Jul-2011 21:04) Posted:

I hope you don't mind,I think you read too much of these American gold bugs who call for worse case scenario, to buy physical gold. I had read abt them at kitco.com. Most of them are doomsday sayer.

If that day come, we want to buy food, not gold. Did not they call us to buy gun and bullet as well.

NO..NO...NO...the dollar will not die so fast. just play along and ride the trend, and profit from the gold rise.,it is a BBB game.

if the US dollar become worthless, and gold are denominated in dollar,

does that means your gold is worthless as well. China got 3T of it, Jap got 1T of it. Do u think they want to see their dollar go to zero.

Now if you got US dollar deposit, do you want to see them go to zero.

The dollar status will only diminish to abt 60% of the world reserve.

Just China and Jap alone 4T. they got no mean to sell or dispose all at once without shooting their own feet.

long the dollar. Open a dollar deposit.

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I hope you don't mind,I think you read too much of these American gold bugs who call for worse case scenario, to buy physical gold. I had read abt them at kitco.com. Most of them are doomsday sayer.

If that day come, we want to buy food, not gold. Did not they call us to buy gun and bullet as well.

NO..NO...NO...the dollar will not die so fast. just play along and ride the trend, and profit from the gold rise.,it is a BBB game.

if the US dollar become worthless, and gold are denominated in dollar,

does that means your gold is worthless as well. China got 3T of it, Jap got 1T of it. Do u think they want to see their dollar go to zero.

Now if you got US dollar deposit, do you want to see them go to zero.

The dollar status will only diminish to abt 60% of the world reserve.

Just China and Jap alone 4T. they got no mean to sell or dispose all at once without shooting their own feet.

long the dollar. Open a dollar deposit.

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Republican blame Obama for big spending, and fail to bring down unemployment. So they will ask American what logic do further spending will do and can do to save the economy, when in the first place it did not.

And republican want debt ceiling cap. If this is cap, America cannot spend big to rifle the current weak and fragile economy.

And those rating agency already warn them, even if debt ceiling is passed with cap( if Obama compromise), they will still downgrade US.

They not only downgrade US, the top 20 financial inst, include Citigrp, BOA, Morgan Stanley and the like will be downgrade as well....u go read them.

These top 20 hold some few hundred trillion worth of derivative, enough to send the whole world to hell 10 times over, not to scare you.

that means your sti will be what???you say...i thk a new super low. idont know how low, but definitely lower than the 2009.

If Singapore 0.5% growth, which country can achieve better growth. Now ECRI forcast global growth to slow for the next few quater.Even if US is OK, europe will not survive, becoas no growth equal no

money to pay, equal default.

Right now they are already in trouble, if world growth slow, they can only get worse.

And we got China, even after monetery tightening the inflation rate is still high. If tighten further they are going to cause a spike in unemployment.

with high unemployment and high inflation, social unrest will escalate. Another ME in the making.

so instead of pretending everthing is going to turn out right in the immediate future is reckless.(maybe 10 yrs from now it will be ok, not now)

protect your capital with stop loss, that is all we can do,

make sure we protect ourselves, mho.

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The points which i agree upon are:

If debt ceiling is not raised, then

USA will have to cut military spending
USA government support for stock prices, real estate and low interest rate will wane. So stock and real estate prices will fall, interest rates will rise and so the weaker banks will declare bankruptcy, etc.
Unemployment will rise.
Dollar will strengthen.
Oil, commodity, gold and silver prices will fall.

If debt ceiling is raised, then

USA will not cut military spending
USA government support for stock prices, real estate and low interest rate will remain. So stock and real estate prices will remain stable, interest rates will be near zero, bankrupt banks will continue to operate as though everything is normal, etc.
Unemployment will be flat mostly.
Dollar will weaken.
Oil, commodity, gold and silver prices will rise.

Stock will drop big time, then we got chance to redo a March 2009 once again. We will be rich.

But either way we are really to profit from US debt crises.

Get ready your bullets.

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x 2

You are all right and wrong.

In life, there are no absolute right and wrong.

And as for me, i will never buy stock for it div,

as for my posting here is just my suggestion if people are still interested in div.,it is still better to spread and diversify to reduce your risk.

so why just put all your egg into SPH or starhub.( i never like this one for it high gearing, ppl like the div, i dont buy it for div.) so it SPH,

and just i want to know, why they want to pay twice the px that doesn't justify yield.

Is it becos they got alot of cash or becos they can get to borrow cheap becos they have better credit rating.

For me, this is poor judgement of the guy who make the decision, you as an invester shd question them during AGM.

the px for Clementi Mall if i am not wrong , is twice that of the next higher bid. Why???

humblepie ( Date: 15-Jul-2011 07:06) Posted:

there is alot of correct and wrong points.

Clementi was an expensive purchase. one thing about these garment link companies is that they always pay expensive price that doesn't justify the yield.

Optus was bought for 19 billion yet generate currently only 1.2 billion cash flow. that is a 6% ROA only.

Clementi was purchase at 541 mil and likely the yield is only 3-4% NPI. > > http://www.investmentmoats.com/money-management/dividend-investing/sphs-purchase-of-clementi-mall-looks-more-like-a-bad-buy-than-a-good-one/

Saying that, Starhub is much safer than the REITS you mention, simply because it is not operate as a concession.

The yields are adequately paid out of free cash flow with adequate capital expenditure > > http://www.investmentmoats.com/money-management/dividend-investing/of-starhubs-enormous-debt-explained/

REITs have more moving parts and not as defensive, Cache is almost levered to 28% and will go higher because their manager much care about increasing management portfolio size than helping the investor.

I am an investor in Cache and Sabana but they are not as sturdy as your Singtel, Starhub and M1 simply because tenancy will be vacated during recession and we saw in 2007 a credit crisis will hit reits which are levered.

The telcos and SPH will not have that issue because they have more predictable cash flow and thus better credit ratings which lowers their borrowing cost.

andreytan ( Date: 14-Jul-2011 22:09) Posted:

The px is decided by the mkt, In reality, no one know what px.

But since analyst call to buy for it div. I think the px will be for a 6% div..

And when mkt is crazy abt div, like Fund, who know the div may drop to 5%, as they push up the stock px.(but not now as mkt is bad.)

If you want to buy for div, and play defensive because you are retire, buy across all solid reit., like Sabana, CACHE, ART, CDL, , find those of low gearing.

It is the gearing that will be it downfall if mkt turn sour.

Hope i help.

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OMG!!! Dow lau sai loh. Smiley

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those are the guy who call ppl to buy lehman bond.

but unfortunately, they got disclaimer, like those you read from analyst buy call. You buy at your own risk, they just rate them.

they are protected by this.

steadylar ( Date: 14-Jul-2011 21:53) Posted:

Can Credit rating agencies be truly independent in their rating? Only kids would think so. Suspect they work along by the side of some big players in the mkts. I hope Italy will really investigate and sue Moody's if investigators can dig out some dirt.

x 0

Why stock will rally?

http://finance.fortune.cnn.com/2011/07/14/five-reasons-to-be-bullish-on-stocks-yes-bullish/?iid=HP_LN

x 1

x 0

MakingMoneyAlert.com | Fabian.com

Wednesday, July 13, 2011

In This Issue:
» NEW! Video Alert
» Worry? What Worry?
» Debt-Ceiling Deliberations and the Market
» Listen to the Mid-Year Teleseminar
» ETF Talk: Bonding with Emerging Markets
» No Monday Morning Blues Here
» On Debt and Slavery

By: Doug Fabian | Editor, Successful Investing | President, Fabian Wealth Strategies |

Worry? What Worry?

There's an often-used term that market commentators employ to describe how equities behave. They'll say that stocks are " climbing a wall of worry," meaning that the market continues to go up in the face of a host of looming negatives. I've seen this phenomenon take place countless times throughout my three-plus decades of market analysis. While there are definitely periods where worries abound, one truism in this business is that worry is always around the corner.

I recently discovered a great page from our friends over at Minyanville called Lloyd's Wall of Worry. Every week, Minyanville contributor Lloyd Khaner graphically depicts the major concerns in the marketplace that traders confront when making buying and selling decisions. Lloyd is a proponent of the " buy fear, sell cheer" philosophy, meaning that the more worry there is in the market, the better buying opportunity for investors.

Sponsored Content

Will You Be Prepared?


Some people will move into the hills and hoard 
copper and glass... some will  plant themselves on " farms"  in the 
Midwest  where no one can find them... and some will simply stay where 
they are and live  out of boxes. 
                    

 Sound like some science fiction novel? The sad, 
and highly disturbing thing  is, this could be the face of our very own 
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However, you don't have to be one of these 
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Find out what I mean, right here.

Certainly, there's a host of things investors are worried about right now. The big one is the debt-ceiling deadline (more on that in a moment). But other concerns also are creating worry, such as the end of the Fed's latest quantitative easing program (QE2), Greece's debt issues, the housing market, negative investor sentiment, slow economic growth and 9.2% unemployment, to name only a few.

Yet with all of the worry swirling around right now, consider this: stocks are off just fractionally from their recent highs. Check out the table below, which shows where the major market indices are in terms of percentage below their recent highs.

Chart

As you can see, stocks now trade pretty close to their highs of the year, and that's in spite of the wall of worry confronting investors. And, if we consider that stocks underwent a protracted pullback from May through mid-June, the relatively low percentage off of the highs is even more impressive.

The moral of this worry story is that when there's real cause for worry, the market will reflect it in terms of price. If stocks started collapsing, and if the major averages fell below their respective 200-day moving averages, then it will be time for legitimate worry. Until then, any worry over the aforementioned conditions in the market will remain just that, worry.

Debt-Ceiling Deliberations and the Market

The ongoing drama in the debt-ceiling negotiations is interesting political theater. Talk radio types and political news show hosts love it. That's because the personal dynamics between President Obama and Republican Congressional leaders makes for good copy. Now, I am not saying that this isn't a serious issue. It most definitely is serious however, the reaction so far on Main Street has been much more intense than it has been on Wall Street.

In fact, judging by the recent action in the market, you wouldn't even know there was any kind of threat of the United States essentially defaulting on its debt. Now, my opinion here is that Wall Street is not reacting to the debt deliberations because Wall Street knows that a deal is going to get done, period. All of the drama going on now is politics, and the markets know it.

I recently had a subscriber to my Successful Investing advisory service ask me why I wasn't ringing the alarm bells over the debt-ceiling issue. The reason why is that this issue, in terms of the market, has so far been a nonissue. Yet more importantly, what my subscriber has failed to take solace in is the fact that if the market suddenly fell sharply because of a failure to reach a deal on the debt, then his money would be protected from any damage via the stop-loss prices we place on every position that we enter.

The simple step of having a stop-loss in place to protect you if the market does begin to react negatively to the debt-ceiling talks is really all the protection that you need in the short run.

Now, I do admit that the constant borrow-and-spend policies adopted by both parties in Washington is a long-term threat to the fiscal health of the republic, but in terms of the immediate debt-ceiling issue, we haven't approached any kind of cause for market worry. Until the equity and bond markets prove otherwise, I recommend that you turn down the worry knob on this issue.

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The px is decided by the mkt, In reality, no one know what px.

But since analyst call to buy for it div. I think the px will be for a 6% div..

And when mkt is crazy abt div, like Fund, who know the div may drop to 5%, as they push up the stock px.(but not now as mkt is bad.)

If you want to buy for div, and play defensive because you are retire, buy across all solid reit., like Sabana, CACHE, ART, CDL, , find those of low gearing.

It is the gearing that will be it downfall if mkt turn sour.

Hope i help.

edchai ( Date: 14-Jul-2011 12:24) Posted:

what do you think is the fair price for this stock?

andreytan ( Date: 14-Jul-2011 04:29) Posted:

I dont understand that just becos you have enough , you can afford to lose. That is no business.This is stupidity.

And to think that those who rate this post bad must be ignorant or simply fall in love with this stock, just becos they are vested they expect people to comment go thing. But not honest truth.

Total revenue collected for Clementi Mall is just 6m, that will be a looooooooooooong time to break even. You go do math abt it. I dont think they can by the end of the lease.

This stock is as good as the div. and people are in it for the div. like Starhub ( another high gearing stock, ppl buy for div., no advisable.

I suggest to you CACHE is many times better than this.

now you can rate this as bad, but one thing for sure, your SPH suck, just compare to CACHE to see which one will triumph.

never fall in love with stock, to be in love means to be blind., are you blind? the bal sht is there for u to see.

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Why i say the dollar is still the king? gold people think hyperinflation because of money printing. But one thing they shd know is the total American debt

is such that just 2% default is equal to some 4T. and that is much more than what Ben have print.

so the remain money will be very " expensive."

I agree with what Bob Prechter said, dollar are in a multi year bull,

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People talk abt a gold standard. Currency base on gold . So nobody can manipulated it.

But you know this so called human being, they are famous for manipulating virtually everything on this planet,

they can even manipulated DNA, and genes and clone another being.

so , at the end of the day, i dont think a standard so perfect that nobody can manipulated it.

At the end of the day, it is still honest and uprighteous people who look after the system that is the deciding factor and

not gold standard or whatever standard.

If people choose to cheat, there are always loophole here and there,

x 0

Dont celebrate too early, now 44pts, and as usual, people do not heastitate to sell to strength, Furthermore, tomolo is a friday.

we see.... now you can rate this bad, as i can see you are so happy jumping and down and i spoil that. so sorry.

honesty hurt the most, but it is always the best policy.

Now for the big bad news, expert i read say thare is 70% chance US debt ceiling will not be rise.

And i think they are right, it is not the duty of the Republican to ensure Obama a second term. Just like LKY said it is not the PAP duty to see opp get elected.

The house speaker already said it is Obama problem. This is politic. They can always blame Obama for spending big and score with the American people.

pls pray i am wrong.

susan66 ( Date: 13-Jul-2011 23:13) Posted:

Stocks jump as Bernanke opens door to new stimulus

Fed Chairman Ben Bernanke told Congress Wednesday that a new stimulus program is in the works that will entail more asset purchases, the clearest sign yet the central bank is weighing another round of monetary easing,

Bernanke said in prepared remarks that the economy is growing more slowly than expected, and should that continue the central bank stands at the ready with more accommodative measures.

" Once the temporary shocks that have been holding down economic activity pass, we expect to again see the effects of policy accommodation reflected in stronger economic activity and job creation," he said

" However, given the range of uncertainties about the strength of the recovery and prospects for inflation over the medium term, the Federal Reserve remains prepared to respond should economic developments indicate that an adjustment in the stance of monetary policy would be appropriate."

Markets reacted immediately to the remarks, sending stocks up sharply in a matter of minutes. Gold prices continued to surge past record levels, while Treasury yields moved higher as well.

Stocks jump as Bernanke opens door to new stimulus

Great, cheong all the way to 150pts after news!

x 0

x 4

Since you like div, why not just buy STI ETF...pay some 3 to 4%, and you virtually buy up the whole mkt, just collect the div and sleep well.

or you are greedy for more, just spread across the reit sector, ave 6 to 7%...diversify across to spread the risk .

better than you just suck on this SPH.

What you think?

But i think you can do that when mkt drop big time.Not now. Now just hold your gun first. When this happen, you slowly pick up one by one..

no point you buy and px drop, you end up paying yourself div.

i bet you got chance come 2012. I be there waiting, or regreting. you say...