ESR-REIT    Last:0.2    -0.01

Good counter to buy

yes. i also prefer first reits...

masterlim      ( Date: 30-Dec-2010 13:44) Posted: good yield but upside is limited as the gearing is too high and there is no good sponsor. first reit is the best reit so far going forward.

 

Anyone know what is the NAV for Cambridge,   I check SGX REIT blog site, it says 0.58,  I check Shareinvestor site, it indicated as 0.5242.

Not sure if the share it trading above or below its NAV now..... sight

 

good yield but upside is limited as the gearing is too high and there is no good sponsor.

first reit is the best reit so far going forward.

 

It depends on at what price you bought, 11% for me last year.

leoleo      ( Date: 29-Dec-2010 10:14) Posted: may i know the yield of this reit..

 

may i know the yield of this reit..

 

Hey, why so many major shareholders selling down cambridge ?

 

• Cambridge Industrial Trust Management Limited announced the completion of the acquisition of the property located at 511 and 513 Yishun Industrial Park A respectively. Both properties will be leased back to Seksun International pte. Ltd. for five (5) years from legal completion of sale.

 ////Source: SGX Masnet////

 

With my relative inexperience as a small & new retail investor, this is the one time that the counter actually drop in price when it is Cum Dividends  

 

Our holdings will be diluted again :(

 

what else...

 

　

Equity Fund Raising and Acquisitions lor.

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_D2B5D02A8442CBD3482577C30027DB88/$file/101021SGXCITEFRAcquisitionsPressoFinal.pdf?openelement

 

 

 

Cambridge has been very quiet and suddenly there is a Halt in trading..

Anyone know why?

 

I will buy based on your recommendation. 

Thanks for your effort.

victorf      ( Date: 22-Dec-2009 16:38) Posted: Buy on dip...at near 10% yield and potential growth in valuation of industrial rental and value (will benefit from Singapore GDP recovery next year), it is a goog buy....good luck :)

 

Anyone can run (quickly chabot)

Any day, any week, any month, any quarter...

And not necessarily need to monitor continuosly every day and every minute... 

 

Its quite hard for us to judge whether you are wise or unwise until many months, years have unfolded and we get to see the stock price then.

For cambridge, indeed its gearing is quite high and its sponsor is not strong. Whereas for ausnet, dividend is quite high, sponsor strong and you can sleep more soundly with it.

If you are a day trader, Or someone who can afford to trade during work everyday, then by all means buy cambridge. Even if something happens to cambridge, you will be the first to run.

left_bug      ( Date: 19-May-2010 09:54) Posted: I bought Cambridge in 2007 and kept it for almost 3 years. My rational of selling is fairly simple. I sold it because its gearing is 42% and it got no strong sponsor in the midst of uncertainty. So I decided to load it off and buy SP AusNet. My rational of buying SP is even simpler. SP has good dividend yield and most importantly is control by Singapore Power which means is own by Temasek Holding. But Cambridge is holding up pretty well. Cambridge is one of those REIT has not really fly during the rally so maybe people is starting to see its value now.

 

I wish you the best in your journey...

 

You are correct. Mr. iPunter. I should get more education on the stock market.

 

Well, whatever...

I always think education (ie. stock market education) come first above everything...

Especially the urge to make money...

 

No, I bought it at 0.74, not at the peak. Yes, sometime we should just load off all when economy is in turmoil and buy back when is at the low point. But I don't really understand the charts and also not good at fundamental analysis. People like me should just stay away from the stock market. Anyway, after all these years, my goal has becoming simpler. Buy high yield stocks to collect dividend as passive income. Wise? Don't know.

 

You bought it in 2007?

At that time,the price was around .96...

After that (Dec 2008), the low was .20... (wasn't that was a real "pok!" experience)?

And now, the price today is about half-price of what you paid...

You still have not even reached your break-even point! And you are dumping it (giving up 'long-term investment')...

I am sure that as the price was slowly slowly, week by week, dropping from  .96   till   .20,

your only thoughts were staunchly focussed on the 'fundamentals' all the time...

My point is in the stock market, it doesn't pay to be staunch (ie. stubbornly correct)...

By the way, I am not just referring to this particular stock, but the principle applies to any stock ...

 

left_bug      ( Date: 19-May-2010 09:54) Posted: I bought Cambridge in 2007 and kept it for almost 3 years. My rational of selling is fairly simple. I sold it because its gearing is 42% and it got no strong sponsor in the midst of uncertainty. So I decided to load it off and buy SP AusNet. My rational of buying SP is even simpler. SP has good dividend yield and most importantly is control by Singapore Power which means is own by Temasek Holding. But Cambridge is holding up pretty well. Cambridge is one of those REIT has not really fly during the rally so maybe people is starting to see its value now.

 

I bought Cambridge in 2007 and kept it for almost 3 years. My rational of selling is fairly simple. I sold it because its gearing is 42% and it got no strong sponsor in the midst of uncertainty. So I decided to load it off and buy SP AusNet. My rational of buying SP is even simpler. SP has good dividend yield and most importantly is control by Singapore Power which means is own by Temasek Holding. But Cambridge is holding up pretty well. Cambridge is one of those REIT has not really fly during the rally so maybe people is starting to see its value now.